Articles

BMW · China Competitiveness

BMW · China Competitiveness · Where It Stands

BMW is holding its relative position in a sharply contracting and repricing Chinese market, but the decline overwhelms gains elsewhere. Its deeper localization strategy is credible but unproven; China-specific Neue Klasse models must show BMW can restore relevance and premium economics.

Aug 01, 2026
BMW · Neue Klasse Bet

BMW · Neue Klasse Bet · Where It Stands

Early iX3 orders and European BEV growth strengthen Neue Klasse's product case; the updated 7 Series and next-generation X5 show how BMW plans to spread the technology. Sustained software quality, target-level margins, and profitable portfolio-wide scale remain unproven.

Jul 31, 2026