English
Koreanインドネシア乗用車市場で中国ブランドが急成長～中国ブランドは増加、日本ブランドは減少 [オートモーティブ調査部門]
Counterpoint Research
オートモーティブ調査レポート
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POINTS
- Chinese brands triple market share to 22% during Q2 2025, driven by their competitive pricing, aggressive local production investments, and a growing line-up of affordable electric vehicles (EV) tailored for Indonesian consumers.
- Most of the gains come at the expense of Japanese brands as they shed share to the Chinese. The focus on hybrids and slower EV adoption limited their ability to keep pace with the market transition as Indonesia experiences rapid growth in EV.
Chinese Brands Surge in Indonesia’s Passenger Vehicle Market - Chinese Brands gain at Japanese loss
Indonesia’s passenger vehicle market is undergoing a dramatic transformation. As Japanese automakers, the long-time dominant players, lose ground. Chinese brands are rapidly surging and reshaping the competitive landscape.
According to Counterpoint Research’s Q2 2025 Passenger Vehicle Sales Tracker, Japanese automakers’ share in Indonesia fell sharply from 86% in Q2 2024 to 74% in Q2 2025. In contrast, Chinese automakers surged from 7% to 22% during the same period, riding the wave of electric vehicle (EV) adoption.
Indonesia Passenger Vehicle Market Share by Brand Origin Country (Q2 2024 vs. 2025)
Liz Lee, Associate Director at Counterpoint, commented “The key driver behind this market shift is the explosive growth of electric vehicles. Just a year ago, in Q2 2024, EV penetration in Indonesia’s PV market stood at only 6%. By Q2 2025, that figure has more than tripled to 20%. While Japanese brands such as Toyota, Daihatsu and Honda remained focused on hybrids, they were less able to capture the EV momentum. In contrast, Chinese brands seized the opportunity with strong price competitiveness and aggressive local production, positioning themselves as leaders in the EV market.”
BYD is constructing a plant in Subang, West Java, with an annual capacity of 150,000 units, scheduled for completion by the end of 2025. Wuling already operates its Bekasi plant in Indonesia and has expanded local assembly of small EVs such as the Air EV. GAC and Chery have also accelerated local assembly and localization strategies, with new EV models now being produced in Indonesia. Most recently, Xpeng began local production of its X9 electric MPV through a CKD (Completely Knocked Down) system, exporting vehicles in fully disassembled form for reassembly in Indonesia.
The Indonesian government’s policy stance is also favoring Chinese automakers. With an aggressive target of converting 20% of all vehicles to EVs by 2025, the government has introduced measures including tax cuts, import duty exemptions, and local production-linked incentives. While Japanese automakers struggle with sluggish EV transitions and declining sales, Chinese brands are capitalizing on these policy supports and aggressively expanding their market presence.
Notes:
EVs include both battery electric vehicles (BEVs) and plug-in hybrid electric vehicles (PHEVs). But do not include hybrid electric vehicles (HEVs).
Background
Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects, and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.