Digital Publication: The Latest Developments in Original Equipment Manufacturer (OEM) Logistics
In a dynamic shift, eight prominent Chinese Original Equipment Manufacturers (OEMs) are making significant strides in Europe's automotive market. These manufacturers, including Xpeng, Leapmotor, Jaecoo (part of Chery), Omoda (also part of Chery), Chery, NIO, Li Auto, and BYD, are collectively transforming the landscape of the industry.
Leading the charge is Xpeng, the most successful high-end Chinese brand in Europe, with 8,338 units registered in the first half of 2025, largely driven by the popularity of the G6 SUV model. Leapmotor, on the other hand, registered over 8,300 units in June 2025 alone, supported by the T03 city car and C10 SUV models.
Jaecoo, a subsidiary of Chery, has achieved substantial progress with a mix of plug-in hybrid SUVs (29% of registrations) and conventional Internal Combustion Engine (ICE) models (63%). The Jaecoo 7 was Europe’s 9th top-selling Plug-in Hybrid Electric Vehicle (PHEV) in June 2025. Omoda, another Chery subsidiary, has demonstrated solid growth supported by PHEV and ICE vehicles.
Chery, the parent company of Jaecoo and Omoda, is a strategic key player in the European market. While specific unit sales for NIO, Li Auto, and BYD are not explicitly detailed in the current search results, these manufacturers are also among the leading new Chinese OEMs impacting the market.
The growth of these Chinese OEMs is supported by a strategic shift from solely battery electric vehicles (BEVs), which face higher EU tariffs, towards hybrids and ICE vehicles to avoid tariff penalties. According to AlixPartners projections, Chinese OEMs are expected to double their European market share to approximately 10% by 2030, with plans to localize production and increase capacity in Europe dramatically.
As of mid-2025, Chinese OEMs collectively accounted for 5.9% of total new vehicle registrations across Europe, more than doubling their market share from 2.9% in May 2024. This growth has been consistent throughout 2025, with data indicating a doubling trend overall in the first half of the year.
These new OEMs are primarily focusing on the electric vehicle segment of the European market, capitalising on opportunities in Europe's most dynamic automotive market segment. Their rapid growth and expanding presence mark a significant transformation in the European automotive market.
In the European market, Chery, the parent company of Jaecoo and Omoda, is strategically positioning itself alongside other Chinese OEMs such as NIO, Li Auto, and BYD, collectively revolutionizing the landscape of the finance and transportation industries. The growth of these automotive manufacturers is partially attributed to a shift in strategy towards hybrid and Internal Combustion Engine (ICE) vehicles to avoid hefty EU tariffs on battery electric vehicles (BEVs). AlixPartners projects a doubling of Chinese OEMs' European market share to approximately 10% by 2030, due in part to plans for local production and capacity expansion.