While North American consumers have yet to feel the full force of the shift, a seismic transformation is quietly rippling through the global auto industry—one that originates not in Detroit, Tokyo, or Munich, but in China. Over the past five years, Chinese electric vehicles (EVs) have surged from the fringes to the forefront of the automotive world, triggering what experts increasingly describe as a market "tsunami" that threatens to upend the status quo.
In the ongoing transformation of the global automotive industry, one shift stands above the rest: the rise of the software-defined vehicle, or SDV. More than a technological upgrade, the move toward SDVs is reshaping vehicle architecture, supply chains, and the strategic priorities of automakers and semiconductor companies alike.
The electric bike market in China has entered a new phase. Starting September 1, the mandatory national standard "Safety Technical Specification for Electric Bicycle" has been implemented at the production level. Electric bike manufacturers are now required to transition all products to meet the new standard, while models that meet the old standards will gradually be phased out.
