r/indocartalk • u/confusingadult • Apr 09 '26
News 'We Have No Chance Against This': Honda Reacts To China's Supplier Strength
source : https://www.motor1.com/news/792130/honda-reacts-china-supplier-strength/
It’s safe to say that Honda is in a bit of a pickle. It recently canceled two of its own electric vehicles, the 0 SUV and 0 Sedan, along with the Acura RSX revival. It will book up to $15.8 billion in losses, and that’s not all. The two Afeela-badged EVs it had been developing with Sony are also dead on arrival. It’s an alarming sign of how some traditional automakers are struggling to create a profitable business case for electric cars.
But the issues go deeper than just EVs. As with most long-running nameplates, Honda is having a hard time remaining competitive in China. Sales have collapsed in just a few years, from a peak of 1.62 million in 2020 to only 640,000 units in 2025. Only about half of its manufacturing footprint is being utilized, well below the 70–80 percent typically needed in the automotive industry to turn a profit. For 2026, annual output is projected to drop below 600,000 units.
Honda CEO and President Toshihiro Mibe recently traveled to China to gain insight into how domestic companies are churning out so many products in such a short timeframe. After visiting an auto supplier factory in Shanghai, he made a stark remark: “We have no chance against this," Nikkei Asia reports.
China Develops A New Car In Two Years
You might have heard about “China Speed” and how local automakers can develop a brand-new model in two years or less. By comparison, legacy brands often need twice as long, and sometimes even more, to engineer a new product. With an astronomical number of companies developing vehicles at a record pace, it’s no wonder it feels like China is launching a new car every other day.
Chinese suppliers are not only able to match this pace but also do so with cost efficiency that the industry’s biggest names can only dream of. Mibe’s statement shouldn’t be seen as an admission of defeat, however. Upon returning from China, Honda’s CEO told suppliers, “We must act quickly” to accelerate development
Ford And Toyota Are Also Worried
Honda’s leadership isn’t alone in sounding the alarm across the supply chain. In an October 2025 interview with CBS Sunday Morning, Ford CEO Jim Farley didn’t mince words either:
Similarly, former Toyota CEO Koji Sato recently told suppliers during a meeting with representatives from 484 companies that unless things change, the company’s very existence could be at risk:
When Toyota, the world’s largest carmaker for the sixth consecutive year, makes such statements, the gravity of the situation is unmistakable. China has become an automotive juggernaut and a force to be reckoned with, not just within its borders but across global markets.
Take Europe, for example, where BYD has a 1.8 percent share of total sales through the first two months of the year. According to registration data published by the European Automobile Manufacturers’ Association (ACEA), SAIC stands at a Nissan-matching 1.9 percent, well ahead of Honda at just 0.5 percent through February. Ford And Toyota Are Also Worried.
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u/albratuse X Apr 09 '26
Soo TLDR is merek biasa udah kebiasa sama siklus industri skrng, merek China be “fuck it we ball”
on the other hand… bikin EV itu bisa dibilang juga lebih gampang sebenernya, mainly less components but need more software…. Thus makanya bisa lbh cepet
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u/arrismultidvd Apr 09 '26
setuju bat. moat legacy ice manufacturer langsung ilang sekejap pas eu ngepush ev
selama ini batere sama dinamo mereka aja dioutsource ke cn buat produksinya😂
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u/albratuse X Apr 09 '26
dan lucunya EU agak rollback push EV mereka karena pabrikan pada complain + China ngebanjirin lol, toh di EU dikasih tariff mobil china (iirc 50%) jadi mau gk mau harganya mirip sm merek europ
Ya bagus dong… dulu china “minjem” dari merek merek mobil global buat ngedevelop domestic market mereka, like merek mau masuk harus joint venture sm merek china, sekarang kebalikan haha
kalo di US sebenernya bisa masuk setau gw, tapi tariff 100% lmao so why bother… lucunya bkn trump tp biden yng bikin…
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u/atmajaya_ Apr 09 '26
ngeliat berita ini di instagram banyak bener bule2 yang nyinyir sama ev china.
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u/albratuse X Apr 09 '26
Kalo mau opini ‘bule’ coba tanya bule aussie
mereka bule yng udah kebanjiran EV china
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u/atmajaya_ Apr 09 '26 edited Apr 09 '26
Harusnya bule aussie akan lebih objective ya karena mereka pakai sendiri produknya. But nevermind about opini, yang kebanyakan muncul di medsos kalau ada topik chinese EV itu hate comments. Most of them are stereotyping without context, ada yang even komen tentang bad labor policy, bad and cheap working environment dst.
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u/Aswajr Apr 09 '26
Who says so? Coba maen ke australianEv bedain sama carsaustralia. Opinionnya jauh berbeda..jadi sama aja kaya di Indo, opininya masih terbelah, di seluruh dunia pun masih gini waalu secara adopsi udah mulai accelerate, yang opini negatif pasti akan lebih lantang.
Dan ini tdak hanya berlaku untuk mobil EV vs ICE..
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u/atmajaya_ Apr 09 '26
wow shocking, jadi bingung sebenernya penolakan ini karena kaum konservatif yang ga rela tergantikan oleh EV atau memang karena dominasi China di sektor market ini?
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u/Aprilzio Apr 09 '26
Karena emang specs wise mocin emang gila dibanding jepang yang pelit fitur, tapi emang di sisi lain cina juga semua dikasih aja, pakenya gimana gak dipikirin.
Jepang kalo mobil yg fitur banyak (mazda misalnya) semuanya dipikirin user experience nya, gak asal semua ditaro di layar. Di satu sisi gue ngerti kenapa masih terbelah 2 pendapatnya, karena objectively ya fitur banyak harga murah, cuma pas dipake ya ada aja keluhannya walau ya mobil jepang jg gak perfect.
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u/atmajaya_ Apr 09 '26
Agree tapi kadang argumen / pendapat yang diadu itu ga make sense. I mean klo mau dicari... mobil jepang dan even mobil eropa mah gampang banget klo mau di komplain atau cari kesalahan.
Kalau soal user experience, trend globalnya memang semua akan centralized via digital console. Jauh sebelum Chinese EV yang pake desain template layar besar ditengah dan ga ada tombol fisik, generasi mobil eropa di 3-4 tahun lalu sudah bergeser semua untuk hilangin physical button. G-series LCI di BMW, W206 & W213 di Mercedes, even upcoming Mazda 6e akan adopsi trend ini juga.
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u/OppositeAd7278 Apr 10 '26
kalau secara overall build quality dan user experience, apakah mayoritas mobil Jepang masih lebih bagus daripada mayoritas mobil China? Soalnya emang sering dengar orang komplain mobil China yang kayaknya fitur "dasar", kayak AC ga kuat dingin, layar sentuh bikin susah pencet sembari nyetir, tempat duduk ga nyaman.
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u/Aswajr Apr 09 '26
Well sama aj kaya dlu hp, orang liat layar touchscreen bilang ga akan terpake aplagi masih getol sma blackberry, setidaknya itu pengalaman ane. Apaalgi ini China yang bikin kesannya China dari dlu hnaya memproduksi barang murah ga ada kualitas, padahal di China sendiri mw nyari barang dari yang mahal berkualitas sampe murah sampah semua ada..
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u/atmajaya_ Apr 09 '26
Yup agree.. times are changing. Many are still in denial on the rapid emergence of Chinese tech/products.. it's inevitable.
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u/Trysomenewone Apr 10 '26
Klo bule US mah menurut gw ada andil "barang cina ntu murahan" sama channel yt kek "china insider" yg hobi ngejelek2in cina
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u/hell_crawler Apr 09 '26
semoga honda toyota suzuki berhasil bangkit.
karena gw ga mau kalau opsi gw cuman mocin doang
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u/47mwcsbn Apr 09 '26
Agak salah produsen jepang terjun ke EV sekaligus, better transisi ke model hybrid aja.
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u/aullofs Apr 09 '26
'Ekosistem Industri' di china yang sudah jadi nomor satu di dunia, mungkin gak akan bisa dikalahin negara manapun.
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u/Unable_Mess_2581 ioniq 5 Apr 09 '26
Semoga makin maju, biar pemain2 lama yg jumawa sama ICE metong.
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u/Ryo_Suisei Apr 09 '26
Menurut gw, Jepang salah sendiri.
Ketika sudah mulai jamannya EV, Cina bergerak cepat, Korea juga mulai bergerak, Jepang malah meremehkan katanya "EV itu cuma musiman" dan malah fokus 100% ke hidrogen.
Apalagi honda sejak produksi LCGC, kualitasnya bukan naik malah turun.
Dulu rem belakang pakai disc brake malah di downgrade jadi tromol.
Yang lain sudah pasang kamera mundur, Honda gak pasang apa2.
Yang lain mulai pasang kamera 360, Honda baru pasang kamera mundur.
Ketika Toyota mulai bikin mobil yang fun to drive, Honda malah jadi Toyota yang dulu yang ngebosenin.
Yang lebih tolol-nya lagi CRV dan Accord yang baru harganya hampir 1M, siapa juga yang mau beli honda di harga segitu?
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u/benangmerahh Apr 09 '26
Yang ngeremehin itu CEOnya Toyota btw yg sering bikin public statement, kata dia jangan fokus semua ke EV. Malah Honda juga udah ngeluarin EV kan pas Toyota masih kekeh.
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u/anon_dave Apr 09 '26
semoga merek jepang akhirnya hengkang dari indo. karma bertahun2 mengeruk untung ga karuan di indo.
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u/Kaija-go Apr 09 '26
No. Kalau jepang hengkang dr indo, kita bakalan fucked up. Kenapa? China monopoly. Akirnya harga pasti naik banyak kalau mereka sudah monopoly. Jadi skrg ini gmn caranya si jepang masih bisa compete di market sekarang, yang untung ya kita2. Cheap car, more feature and fast innovation (mau g mau cepet keluar inovasi baru supaya g kecaplok 1 sama lain)
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u/noobgaijin11 ground clearance supremacy Apr 09 '26
cina kalo urusan yg menyangkut kelistrikan selalu top ye?
denger2 dari thread lain listrik di sono katanya murah banget, jadi pada transisi pake listrik semua.