The Automotive Trade War: U.S. v China - Autoline This Week 2313

PANEL:
Michael Dunne, CEO, ZoZo Go
Michelle Krebs, Cox Automotive
Joe White, Reuters

American automakers invested heavily in China and for years enjoyed great growth. But they taught their Chinese partners a lot and now they’re losing sales to Chinese automakers and profits are declining. “Made in China 2025” is an ambitious Chinese program to globally dominate certain key technologies and industries, including the automotive industry. This has significant implications for the US automotive industry. Michael Dunne, an expert on the Chinese auto industry, and the CEO of a consultancy called ZoZo Go, shares his insights and warnings about what is likely to happen.

[christopherdouglas]

What a terrific show. I can’t believe how much I learned from today’s discussion. Thanks Autoline. Keep it up!

[maximilianholland]

Michael really knows his subject matter - impressive!

[larryspiller]

What a coincidence. The old man that doesn't understand autopilot also doesn't understand that Tesla does make a profit. LOL

[j.g.l]

I was planing to buy an imported American Cadillac, now I changed it to Audi. And there are also friends around me in China who were thinking about buying Lincoln, but they finally bought European High-end cars. This situation also occurs in female friends...the girls already abandoned Estee Lauder, Tiffany&Co, Coach, Michael Kors, Tory Burch... Yeah, Cartier, Bvlgari, Lancome, SK-II and many more are better

[stevemccormack]

Its not primarily about technology and cars, its about warfare. When the USA cannot generate excuses to actually go to war(as they are doing with other countries) they do the next thing available - they generate a cold war. And the sense of entitlement by the US is huge. But I think we have reached the stage where China does not actually need America for anything. Because the Chinese have learned about America's mindset in addition to everything else they need to know. Mark my words.

[VYAGR]

"Funny" how he/they didn't mention the most important part in fact, about copyright, patent, trademark infringement and proprietary tech being stolen and replicated in China, all promoted by the imperialist, mass murderous, exterminatory and genocidal Communist apparatchik.

You have your company in the Western world and would like to make some money there perhaps but are afraid that your tech is gonna be stolen, plagiarized, copied or reverse engineered either by a private company/individual or the government itself. And then he calls upon American companies to put MORE eggs in their basket. The chutzpah!

[tonygreen]

Brilliant interview. Have never heard such an insightful appraisal of the Chinese auto market.

[nc]

Just look at Google, Facebook and Amazon if you want to see how much fair playing field for foreign companies will have in general...Give Tesla credit for being able to negotiate with China to keep ownership...

[Kamofy]

Autoline needs to be on NBC Sunday morning slot. Great info as always.

[Torquenews]

Thanks for this interesting discussion. When do you think Tesla China will make a profit?

[homeworldtx]

Great show, great guests. Thanks for putting it together.

[j.g.l]

An important data: China's exports in 2018 totaled 2.48 trillion dollars, an increase of 9.9%; of which China's exports to US were 478.4 billion dollars, an increase of 11.3%. China’s exports to US account for only 19% of China’s total exports.

[evjedi]

We think we are number one.🙈
We bash on the only car company trying to keep us alive.
We always buy the cheapest product no matter where it’s made.
Because we are so smart. 🤪.
Maybe we could figure out how to make the car run on coal again. That would get government funding for sure.
We are number 1 we are number ☝🏻.

[Shawn_M]

Ironic that we have a president with a 3rd grade understanding of economics and trade during such an important period in history.
Abandoning the TPP will prove to be one of the biggest blunders in history, and he was just getting started

[Riddlestar]

Fantastic content, I'm glad I found your channel.

[cdstoc]

Fascinating insight into China. What a great guest in Mr. Dunne, I'd love to hear more from him.

[billkohl]

Fabulous show and info! You nailed it today and every day! Love your shows so informative! Thanks very much

[j.g.l]

The core of Chinese culture is that What you do not want done to yourself，do not do to others.《Confucian Analects》. Persevere in doing your own thing, not in the intervention of others, and arrogant.

[touchdownraiders]

Wow, you would think after hearing that, all the Tesla shorts would want to rally for the only viable electric American car company. But no. Their pride is destroying Tesla and is hurting America.

[JBsC]

Type of cars ? Little tiny cars make up a great portion of chinese vehicle market.