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Digitimes October 1, 2026 By Kevin Wang negative

China car exports to Europe severely underestimated, warns UBS

Supply Chain
According to UBS, nearly twice as many China-made automobiles are being shipped to Europe as are being registered there, partly because trucking shortages delay deliveries from ports to dealers. The gap adds a new wrinkle in the battle for Europe between US and Chinese carmakers. Meanwhile, the vote on EU-wide approval of Tesla's supervised Full Self-Driving (FSD) system is unlikely before December 2026. Even as US and Chinese automakers face short-term challenges in their push in Europe, they continue to put ever-intensifying pressure on European automakers.
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