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福特车厂CEO参观完中国电动车厂：我感到焦虑，真是生死存亡那种差距
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2024-09-15 17:25:29
https://www.wsj.com/business/autos/ford-china-ev-competition-farley-ceo-50ded461
What Scared Ford’s CEO in China
Jim Farley is changing strategy to combat what he calls an ‘existential threat’ from China’s electric carmakers
By Mike ColiasFollow
Updated Sept. 14, 2024 12:00 am ET
Jim Farley had just returned from China. What the Ford Moto chief executive found during the May visit made him anxious: The local automakers were pulling away in the electric-vehicle race.
In an early-morning call with fellow board member John Thornton, an exasperated Farley unloaded.
The Chinese carmakers are moving at light speed, he told Thornton, a former Goldman Sachs executive who spent years as a senior banker in China. They are using artificial intelligence and other tech in cars that is unlike anything available in the U.S. These Chinese EV makers are using a low-cost supply base to undercut the competition on price, offering slick digital features and aggressively expanding to overseas markets.
“John, this is an existential threat,” Farley said.
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