Toyota Just Issued a Stark Warning About What China Is Doing to the Car Industry [Yahoo! Finance]
Toyota Motor Corporation (TM)
US:NYSE Investor Relations:
toyota-global.com/investors
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Source: Yahoo! Finance
less like routine corporate caution and more like an alarm bell. Speaking to about 700 executives from 484 supplier companies at Toyota's annual supplier gathering on March 25, Sato warned that the industry's old habits were no longer enough and, according to reports citing his speech, said, "Unless things change, we will not survive.” Just days later, Toyota confirmed that Sato would move to vice chairman and chief industry officer on April 1, with Kenta Kon taking over as president and CEO. That warning matters because it came from the company that has spent decades setting the global standard for manufacturing discipline. Toyota remained the world's top-selling automaker in 2025, even as production slipped in some regions and Chinese competition intensified. When a company with Toyota's scale and reputation starts talking openly about survival, the point is not that collapse is imminent. The point is that the competitive ground underneath the global auto business is moving much f
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