Roland Berger predicts Chinese automakers to sell 2.7M vehicles in Europe by 2030

The forecast's real signal is not the volume but the 37% local-production share: Chinese automakers are being pushed from exporting into Europe to manufacturing inside it, driven by tariffs and local-content rules rather than by choice. That shift matters most for incumbent European plants and suppliers, since reviving idle factories is framed as a route to capacity. The open question is whether greenfield and brownfield localization can scale fast enough to hit that mix by 2030, and how EU local-content rules tighten in the meantime.