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Driving Change – Part 2: Media Perception

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Cover photo of Driving Change Part 2 - Report by CARMA

By Paige Lingwood, Insights Consultant, CARMA

The global automotive industry is undergoing a major transformation, sparked by geopolitical pressures, the rise of new Chinese competitors, supply chain vulnerabilities, and changing consumer preferences. This report analyzes online media responses to Chinese automotive brands and their impact on established global competitors throughout 2024.

Key Objectives

This analysis examines the tonality towards Chinese brands versus established brands, identifies positive and negative attributes, explores leading trends driving coverage peaks, and assesses confidence levels and skepticism in the industry’s transition.

Methodology

The study analyzed a representative sample of 12,000 articles from January 2024 to January 2025 across 15 markets including Brazil, China, France, Germany, Italy, Japan, Malaysia, Philippines, Saudi Arabia, Singapore, Spain, UAE, UK, and USA. Media outlets were selected based on automotive industry relevance, including specialist outlets, news sources, lifestyle media, and technology publications.

Industry Landscape

Chinese brands now dominate the global electric vehicle market, accounting for seven of the top 10 positions in global EV seller rankings. BYD stands out as the leading performer, with plug-in deliveries increasing 58.2% year-on-year, representing 26.1% of all EV sales in 2024. Despite this rise, established brands maintain command over global passenger car sales, with Tesla’s Model Y (1.09 million sales) and Toyota Corolla (1.08 million sales) leading 2024 sales.

a top-angle front three-quarter shot of a Zeekr 001 driven on a winding mountain road.

Top Industry Trends for 2025

1. Tariffs Dominating Discussion
Tariffs emerged as a major issue in 2024, with the EU enforcing new import tariffs up to 45% on Chinese EVs in October. US tariffs on Chinese imports and President Trump’s reciprocal tariffs affecting over 180 countries continue driving media coverage. The “Detroit 3” (General Motors, Ford, Stellantis) face the most significant impact due to their North American operations.

2. Deeper Tech Collaboration
With Chinese brands driving rapid innovation, traditional automakers can no longer thrive independently. Notable collaborations include Toyota-Tencent, Renault-Cerence, Nissan-Baidu, Stellantis-Mistral, and Volkswagen-Horizon Robotics. These partnerships are evolving into deeper relationships, acquisitions, or mergers.

3. Autonomous Driving and Software-Defined Vehicles
By 2025, 60% of newly sold cars will feature autonomous driving capabilities like adaptive cruise control and lane-assist. Software-defined vehicles (SDVs) represent a seismic shift, with over-the-air updates and enhanced safety becoming major selling points.

4. New Audience Engagement
Brands adapt through influencer marketing and YouTube strategies, with 80% of car buyers influenced by YouTube content during their purchase process. The Consumer Electronics Show (CES) has emerged as a key automotive showcase, eclipsing traditional auto events.

5. TikTok’s Emerging Role
While TikTok accounts for just 4% of potential car buyers, brands focus on the platform for Gen Z influence. TikTok released new automotive advertising formats in February, positioning itself as a full-funnel platform for the industry.


Key Findings

Media Perception Alignment
Chinese brands receive characteristically low criticism and high positive coverage on crucial factors like pricing, technology, and reliability. This aligns with consumer research showing price, reliability, and technology as key purchase decision factors.

BYD’s Dominance

CARMA Report - BYD's Dominance Page

BYD leads share of voice with double the coverage volume compared to brands like Geely, Volkswagen, and BMW. The brand generates 41% of all positive Chinese brand coverage, with 37% of BYD’s coverage being positive versus 30% for Chinese brands overall and 24% for established brands.

Innovation Leadership

Close to 60% of media coverage reported Chinese brands utilizing innovative technology compared to 50% for established brands. UAE-based media contributed significantly to this positive technology focus, elevating Chinese brand perception in the Middle East.

High Confidence Levels

Media express high confidence and low skepticism toward Chinese brands overall. Brands like Haval, Wuling, Zeekr, and Chery showed the highest confidence proportions, while Chrysler, Volkswagen, SAIC, and Tesla received the most skeptical coverage.

Coverage Trends Throughout 2024

The period between April and May marked a turning point as Chinese brands gained higher share of voice for the first time. This trend reversed from September when established brands captured attention with financial results and forecast cuts.

Tariff discussion peaked mid-year as the US quadrupled charges for Chinese imports, with 25% of tariff coverage occurring in July alone. Battery Electric Vehicles dominated both media coverage and global EV sales, driven by debates on tariffs and pricing wars between Tesla and BYD.

Consumer Decision Factors

Price, reliability, and technology received positive Chinese brand coverage across multiple markets. Onboard technology emerged as a clear advantage, facing minimal criticism. The US Information Technology & Innovation Foundation reported Chinese EV brands are 30% faster at developing and launching new models compared to established brands.

BYD secured nearly double the innovation coverage volume compared to Tesla, while BMW achieved 41% innovation-focused coverage. Globally, 58% of Chinese brand coverage highlighted innovative technology versus 49% for established brands.

a front-three-quarter shot of a BYD Seal parked outdoors

Media Confidence Analysis

Journalists globally express confidence toward Chinese brands’ future, with limited outright skepticism. BYD alone contributes 36% of overall Chinese brand confidence, while Tesla leads established brands with 11% confidence contribution.

The Philippines displayed highest confidence in Chinese brands, particularly GAC, while UK and Saudi Arabia contributed nearly 30% of global skepticism, primarily focused on tariff expansion impacts.

Conclusion

Chinese automotive brands, led by BYD, are successfully redefining industry dynamics through positive media positioning aligned with consumer preferences. The synergy between earned media coverage and consumer decision factors indicates a winning formula in the competitive landscape. As the industry continues evolving through technological advancement, regulatory changes, and shifting consumer behavior, the ability to adapt, collaborate, and connect with audiences will determine success.

The rise of Chinese brands represents more than market disruption—it signals a fundamental transformation in how automotive companies approach innovation, technology integration, and consumer engagement in an increasingly digital and environmentally conscious marketplace.

Automotive

Zeekr UAE and AWR Automotive Unveil Redesigned Flagship Showroom on Sheikh Zayed Road in Dubai

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Zeekr UAE and AWR Automotive are proud to announce the unveiling of the redesigned Zeekr flagship showroom on Sheikh Zayed Road in Dubai. The new space brings together contemporary design, refined hospitality, and personalised customer engagement, reflecting the partners’ confidence in the UAE’s expanding electric mobility market.

The showroom gives customers a clear and practical way to explore electric mobility. Zeekr product specialists will provide personalised guidance around the Zeekr range, charging, intelligent technology, performance, test drives, and after-sales care. Interactive touchscreen TVs allow customers to explore vehicle configurations in detail and place orders directly from the showroom. Customers can also discuss their individual driving requirements and ownership considerations in a relaxed setting, helping them understand how electric mobility can support everyday journeys, family travel, and longer drives across the UAE.

At the centre of the redesigned showroom is the Zeekr Lounge, a refined hospitality space for customer appointments, coffee conversations, and owner gatherings. The lounge brings a more personal dimension to the retail experience, providing a welcoming place for guests to spend time with the brand before or after a consultation or test drive. A partnership with Maison 7, AWR Group’s luxury lifestyle brand, adds curated homeware and elegant décor, creating a warm, lifestyle-led environment that complements Zeekr’s progressive design philosophy and brings the showroom’s material, colour, and craftsmanship story to life.

“The UAE’s electric mobility market is advancing quickly, and customers want the confidence that comes from clear guidance, a trusted local partner, and an ownership experience designed around their needs,” said Roberto Colucci, Director of EVs, AWR Automotive. “Our redesigned flagship showroom brings those elements together, creating a destination where customers can experience Zeekr’s technology, design, and hospitality while exploring how electric mobility can fit their everyday lives.”

The redesigned flagship also includes two AC charging points, giving customers an added practical touchpoint with the Zeekr ownership experience during their showroom visit. Two dedicated vehicle delivery bays provide an elevated handover setting, allowing every delivery to become a more personal and memorable moment for customers and their families. The flagship will also serve as a platform for product introductions, owner engagement, and curated events, bringing customers and electric mobility enthusiasts together around premium electric driving. Customers are invited to visit the showroom on Sheikh Zayed Road to experience the Zeekr range, speak with a product specialist, and book a personalised test drive.

AWR Automotive is Zeekr’s official distributor in the UAE. Supported by decades of automotive expertise and an established national network of showrooms and service centres, it brings the Zeekr ownership experience to customers from first discovery through to long-term support, helping advance premium electric mobility across the region.

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Automotive

DiDi’s Next-Generation Robotaxi R2 Begins Fully Driverless Service Trials Ahead of Global Deployment

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DiDi Autonomous Driving began fully driverless service trials with its next-generation Robotaxi R2. The milestone marks a new stage for R2, as the next-generation Robotaxi moves beyond technology validation into real-world mobility operations, demonstrating capabilities that could support the company’s planned testing in the United Arab Emirates and future global deployment.

In the fourth quarter of 2025, DiDi Autonomous Driving began round-the-clock fully driverless passenger testing in selected demonstration areas in Guangzhou and Beijing, with operations running safely and steadily since then. Building on this operational experience, R2, jointly developed by DiDi Autonomous Driving and GAC Aion, is a purpose-built Robotaxi designed for global deployment. It combines DiDi Autonomous Driving’s Level 4 full-stack software and hardware with a vehicle platform developed specifically for driverless passenger service, designed with safety, operating efficiency and in-cabin experience.

The next-generation Robotaxi R2 is equipped with 33 sensors, including LiDAR, cameras, 4D millimeter-wave radar, infrared cameras and audio sensors, providing comprehensive perception across a range of driving environments. Its triple-domain fusion central computing platform delivers more than 2,000 TOPS of GPU computing power and supports lower-latency decision-making in complex urban conditions. The vehicle platform also meets five-star safety standards in China and Europe (C-NCAP and Euro NCAP) and incorporates a multi-layer redundancy system.

Built around user needs, R2 maximizes rear passenger space and features high-angle adjustable seats. It is equipped with a 17.3-inch ceiling-mounted screen with entertainment features, as well as an AI voice interaction system that allows riders to complete PIN verification and start the trip, adjust the air conditioning, open the windows and control the ambient lighting through voice commands. These elements reflect DiDi Autonomous Driving’s view that a successful Robotaxi service combines advanced autonomous-driving capability with an intuitive and comfortable passenger experience.

The UAE will serve as DiDi Autonomous Driving’s first international market. In April 2026, at the China-UAE Business Promotion Event, the company confirmed that it is working with local partners to advance Robotaxi applications, with local testing and pilot initiatives planned within the year. The planned testing comes as the UAE continues to develop its regulatory framework for autonomous vehicles. In Dubai, the Autonomous Transportation Strategy aims to shift 25% of total transportation to autonomous mode by 2030, with taxis among its priority application sectors. DiDi Autonomous Driving has also joined Abu Dhabi’s Smart and Autonomous Vehicle Industries (SAVI) cluster and established a strategic partnership with the Abu Dhabi Investment Office (ADIO) to support innovative autonomous-driving applications, AI talent development and ecosystem building.

The launch arrives as autonomous mobility moves from vision to operational reality across the UAE. On 19 August 2026, the Government of Dubai Media Office reported that Robotaxi operations in Dubai had traveled more than four million kilometers of autonomous operation and completed 7,613 driverless passenger trips since launch, achieving a 97% customer satisfaction rate. The emirate’s Robotaxi fleet includes 144 vehicles, with 48 in active operation, and contributes to the 2030 target set out in the Dubai Autonomous Transportation Strategy.

For DiDi Autonomous Driving, the opportunity involves more than introducing a vehicle to a new market. The company aims to localize its technology, operating model and passenger experience with UAE partners, in line with the country’s smart-mobility priorities. The R2 milestone offers a foundation for that next phase by demonstrating how a purpose-built Robotaxi can serve passengers in complex urban environments through integrated vehicle engineering, AI capabilities and disciplined fleet operations. Through its international expansion, the company seeks to contribute proven autonomous-mobility expertise while supporting the development of a safe, intelligent and sustainable transport ecosystem in the UAE and other international markets.

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Automotive

Udrive’s data reveals how freedom of choice is shaping UAE Millennials’ mobility habits

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Udrive, the UAE’s leading car-sharing platform, has released new proprietary data showing how app-based car access is becoming part of everyday work, school and leisure travel across the UAE. Customers aged 30 to 40 account for 45% of users, while mornings and weekends are the busiest periods across the platform. Residential communities and business districts generate the highest demand, showing how app-based car access is becoming part of everyday travel across the UAE.

This core age profile points to a generation seeking greater freedom to choose when, how and what they drive as they balance professional and family commitments. Activity rises during the morning as customers head to offices and schools, then builds again around afternoon pick-up times as families manage school collections and after-school activities. At weekends, shopping, leisure and social visits bring more customers onto the road.

This reflects the way many people live across the region, where changing jobs, growing families and new priorities can lead residents to move homes more frequently. From housing and entertainment to transport, greater choice and access are becoming increasingly important, allowing services to adapt as people’s lives change.

In Dubai, Karama, Al Nahda, Dubai Marina and Al Rigga rank among the most popular areas for vehicle pick-ups and drop-offs, with demand concentrated around residential neighbourhoods and nearby parking areas. Office-led travel also accounts for a major share of daily ridership, with Barsha Heights, Business Bay and the area around Emirates Headquarters among the strongest locations. These journeys include daily commutes, meetings and trips that involve several stops or fall outside fixed public transport schedules.

The Ford Territory, BYD QIN and MINI Cooper rank among the most preferred vehicles on the platform, with SUVs continuing to attract strong demand. Vehicle needs can change quickly, with a customer choosing a compact car today before moving to an SUV as their family grows, or upgrading to try something different. Long-term rental allows the vehicle to adapt to the customer’s life rather than tying them to the same car for several years.

“Life in the UAE moves quickly, and people’s circumstances and tastes can change considerably within a few years. We are seeing the same mindset with cars, as people want the convenience of having a vehicle alongside the flexibility to choose one that suits their needs today. Our data helps us understand how those needs are evolving so we can position vehicles effectively and build a fleet around the way residents move. At Udrive, our vision is to make mobility seamless, accessible and data-driven, ensuring our service continues to evolve with the needs of residents across the country, ” said Hasib Khan, Founder and CEO of Udrive.

Through the Udrive app, customers can locate, book and unlock a vehicle in minutes, with flexible rental options by the minute, hour, day, week or month. The service is designed around convenience and transparency, with zero deposit, no paperwork, office visits or delivery fees, and inclusive benefits such as free fuel and parking.

Udrive operates a fleet of over 2,000 vehicles across Dubai, Abu Dhabi, Sharjah and Ajman and has completed more than three million rentals. In 2025, customers travelled more than 45 million kilometres and completed over half a million trips, while registrations increased by 14% compared with 2024. Residents account for 90% of the customer base, demonstrating strong everyday demand for flexible car access.

As cities grow and travel patterns become more varied, Udrive will continue expanding its coverage and fleet choice across the country. The latest data shows car sharing becoming a regular part of commuting, family routines and leisure travel, giving residents access to a vehicle when needed.

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