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Roland Berger: China Leads Global AI Race in Automotive Sector

The global automotive industry is accelerating towards an intelligent future, and China is firmly in the driver's seat, according to leading consultancy Roland Berger. As the Beijing Auto Show opens this week, the spotlight is on the rapid integration of artificial intelligence (AI) which is redefining competition.

Felix Mogge, a senior partner at Roland Berger, highlighted the pivotal moment. "The electric vehicle (EV) landscape is taking shape and intelligent tech is accelerating," he noted. Mogge emphasized that AI capability will soon be the single most critical factor for competitiveness among automakers.

Analysts point to the Chinese mainland's unique ecosystem for fostering this transformation. The convergence of massive data, robust EV supply chains, and aggressive investment in R&D is creating fertile ground for breakthroughs. Chinese companies are seen as primary drivers in the commercialization of advanced autonomous-driving technologies and the deep integration of AI across vehicle design, manufacturing, and user experience.

This leadership extends beyond domestic borders. The developments pioneered within the Chinese market are increasingly setting global trends and benchmarks. For international business professionals and investors, understanding this AI-driven evolution is crucial for navigating future opportunities and partnerships in the world's largest automotive market.

The 2026 Beijing Auto Show serves as a clear testament to this shift, showcasing not just new cars, but new intelligent mobility platforms. As the industry pivots, the race is no longer just about horsepower or battery range, but about computational power and algorithmic sophistication.

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