[dv_dt]

It's speculative how much of the Japanese company design/assemble in the US is from trying to serve the market more closely, and how much is from trying to align with current or potential US trade restrictions. I think one might argue that there is a similarity of motivation in the US preserving auto industry capability in-nation with China wanting to develop tech capability in-nation. The motivation is similar, but the implementation is different.

I do agree there could be a "Galapogos Island" effect, I just don't know how to predict which industry will experience it vs the opposite. I wonder if someday the US will be the Galapagos in that relation though with the sheer size of China and it's possibility to trade with near neighbours India and Indonesia.

[nradov]

In terms of consumer preferences, the US and Chinese auto markets are actually pretty similar right now. Chinese buyers seem to want most of the same things as US buyers. Of course they're not exactly the same but more alike than Japan, Europe, Africa, or South America. Australia is also fairly similar to China and the US.

It's hard to predict the impact of potential trade restrictions and electrification requirements. The big multinational auto makers are pushing hard to harmonize rules around the globe, but populists and nationalists are pushing back.

[TylerE]

I'd say it's more like the US market of 20 or 30 years ago. They sell lots of Buicks.

[nradov]

I was referring to general vehicle size and configuration preferences, not specific brands.

[TylerE]

The best sellings cars are mostly mid-size sedans and minivans. That's the American market circa 1992 or so.