The trend of electric vehicle and the strategic dilemma of Stellantis

Bangkok, Mar 11, 2026
By Yang Shuichu.
Bio: 

Co-Founder & COO, AIGL. 35-year auto veteran; former Director/VP at Stellantis, Geely, and FAW. Expert in global product and operations.

I. Introduction

The global automotive industry is at a pivotal juncture in its electrification transition, where policy incentives, technological advancements, and evolving consumer demands are converging to position electric vehicles as the cornerstone of future mobility. Yet, Stellantis Group has encountered unprecedented financial challenges during this transformation. This article will analyze the inevitability of automotive electrification while examining the underlying issues behind Stellantis' strategic missteps, offering insights for the electrification transition of global automakers.

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