Established OEMs are pulling back. New OEMs are building in.
Your next platform may belong to a customer you have never quoted…
Nissan’s JATCO unit scrapped a £48.7m EV powertrain investment in Sunderland, citing sluggish European demand.
BYD starts vehicle assembly in Hungary in Q4 2026, targeting 150,000 units per year at launch.
BYD is already evaluating a second European plant, reportedly an existing facility in southern Europe.
Škoda began production of its Epiq BEV in Spain on 8 June, the first Škoda model ever built there.
Volume is not disappearing. It is moving to new facilities with new supplier lists.
This is not about ICE decline. It is about which OEMs are building in Europe and who is on their approved lists.
Three questions worth your time:
Does any of your current turnover come from programmes linked to delayed or cancelled EV investment?
Have you been contacted by BYD or any Chinese OEM about European supply?
If BYD’s Hungary plant sources locally, are you positioned to receive an RFQ?
New capacity means new supplier decisions. Those lists are being built now.
Are you currently on any approved supplier list for a Chinese OEM operating in Europe?
This is the shift we help Tier 1 and Tier 2 suppliers navigate. New OEMs entering Europe build new supply chains from scratch.