The Kiel Institute compared third-market shares in 2012-14 and 2022-24 and found Germany shedding share faster than the European average in cars, machinery and electrical equipment, while Chinese firms gained across the board.
The Kiel Institute measured how market shares in third countries shifted over ten years, and found that apart from leather goods, art and weapons, EU manufacturers lost share in almost everything while Chinese ones gained.
Germany stands out: in its core strengths, from cars to machinery, electrical equipment, optical and medical equipment, it lost ground faster than the European average.
The author draws a conclusion many German manufacturers still deny: Chinese goods now win not just on price but on quality and innovation. My take is that tariffs cannot protect an industry that will not invest in its own future.
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