Japanese Media: Ford's Electric Vehicles Suffer Massive Losses, Cooperation with China Is the Optimal Solution
According to a report by Japanese automotive media Car View on May 13: Ford announced that its electric vehicle business will incur a loss of 3 trillion yen by 2025. Ford had previously made electrification a core part of its strategy, but has faced setbacks due to sluggish EV sales.
Lately, Ford announced a cooperation initiative with Renault in Europe for electric vehicle operations and is currently exploring further collaboration with Chinese manufacturers.
In 2025, Ford revealed that its electric vehicle-related business is expected to suffer a cumulative loss of 3 trillion yen by 2027. Electrification has long been central to its growth strategy, supported by policy incentives, yet it continues to struggle with poor sales and heavy investment burdens.
Ford has decided to focus solely on EV development and has partnered with Renault in Europe. By sharing platforms and expanding collaboration in the commercial vehicle sector, they aim to reduce R&D and production costs.
However, achieving significant cost reductions remains challenging. The current optimal solution lies in cooperation with Chinese manufacturers—an option considered taboo in the United States.
Since early 2026, numerous reports have surfaced indicating that Ford has been in negotiations with Chinese enterprises, sparking widespread reactions across the industry.
Major players such as smartphone giant Xiaomi, automotive giant Geely, and BYD have all been mentioned. However, Ford has not officially confirmed these talks.
Despite U.S. efforts to exclude products from Chinese manufacturers, China holds an overwhelming competitive edge in terms of cost efficiency in electric vehicles.
Perhaps Chinese products will unexpectedly enter the U.S. market at an unforeseen time and in an unexpected way.
Original source: toutiao.com/article/1865031431362571/
Disclaimer: This article represents the personal views of the author.