The Competition of New Energy Vehicles Has Shifted from Product Race to Ecosystem War
The previous competition focused on range, price, and specifications has now evolved into a competition centered around integrated mobility ecosystems, software-driven services, supply chain resilience, and lifecycle support. 1. Why the Shift from “Product Race” to “Ecosystem War” 1.1 Maturity and saturation of core EV technology In the early days of the EV boom, automakers competed mainly on vehicle specs — battery size, range, price, and “first-generation” functionality. As battery technology stabilized and costs dropped, those metrics became table stakes. The result: differentiation by specs alone becomes harder — many EVs now offer similar range, performance, and features. This leads the industry to look beyond raw hardware. As one recent […]