A new survey of German car industry managers suggests the sector is further into its electric vehicle (EV) transition than public debate tends to imply, with a small group of slower-moving firms distorting the wider picture and potentially dragging down the broader shift. The research, carried out jointly by the University of Sussex and the Fraunhofer Institute for Systems and Innovation Research, drew on responses from 74 industry managers gathered toward the end of 2025.
The findings indicate that while many companies have made significant strides in electrification, a minority of laggards are creating a skewed perception of the industry's overall progress. These slower-moving firms, which have been reluctant to invest in EV technology or scale back internal combustion engine production, are not only affecting public perception but also impacting supply chains and infrastructure development. As a result, the transition to electric mobility may be proceeding at a more uneven pace than previously thought.
Firms like Ferrari N.V. (NYSE: RACE) that have laid out ambitious EV plans will be looking at these dynamics closely. Ferrari has announced its commitment to electrification, with plans to launch its first fully electric model by 2026. The contrasting approaches highlight the divergence within the industry, where some manufacturers are fully embracing the shift while others are hedging their bets.
The survey's results underscore the need for policy interventions to support the lagging firms and ensure a more uniform transition. Without such measures, the slower-moving companies could create bottlenecks in the supply chain for EV components, such as batteries and charging infrastructure, potentially slowing down the entire industry's progress. Additionally, consumer confidence may be affected if the market is perceived as fragmented or uncertain.
According to the researchers, the findings have implications for stakeholders across the automotive ecosystem, including investors, policymakers, and consumers. Investors should be aware that the EV transition is not a monolithic trend but rather a complex process with varying paces among companies. Policymakers might consider targeted incentives or regulations to accelerate the adoption of EVs among the lagging firms. Consumers, meanwhile, may benefit from a clearer understanding of which automakers are genuinely committed to electrification and which are not.
The study adds to a growing body of research on the challenges and opportunities of the EV transition. As the automotive industry continues to evolve, the role of slower-moving firms will be critical in determining the speed and success of the shift to sustainable transportation.
