The expansion of China’s EV offensive and AI-driven special demand will be a turning point that determines the winners in manufacturing in 2027. Attention is focused on trends across major industries as supply chains are rebuilt and new growth opportunities emerge.
The offensive by Chinese companies in the electric vehicle (EV) market is said to be changing the competitive environment for manufacturers in Japan and overseas, while the rapid adoption of AI is expected to significantly reshape productivity and the nature of demand. In addition, global supply chains are being rebuilt, bringing manufacturing to a turning point where traditional success models are becoming less effective. Views have emerged that a new class of winners is likely to appear in 2027.
The article aims to identify companies that will capture the next growth market by examining trends across major industries, with attention focused on which companies can seize broad-based growth opportunities. It also presents analysis that the expanding scope of AI applications and the technological and supply capabilities of Chinese companies will prompt a review of the way components are supplied and manufacturing processes are structured.