Harrison, AndrewGroene, Jonathan2026-02-202026-02-202025-06-242025-05-21http://hdl.handle.net/10362/200543This thesis investigates the disruptive influence of BYD’s value chain strategy on the automotive industry, focusing on its implications for German original equipment manufacturers. Through an in-depth analysis of upstream, midstream, and downstream activities, it reveals how BYD's end-to-end control drives cost leadership, accelerates innovation, and challenges the traditional model. Set against intensifying global electrification, the analysis underscores mounting competitive pressure on established automakers and shifting consumer expectations worldwide. This study argues that BYD redefines automotive value creation and concludes with strategic recommendations for German automakers: leverage ICEV cash-cow, reinvest in EV capabilities, forge an EU battery standard, and amplify brand equity.engAutomotive industryAutomotive value chainBattery electric vehiclesBYDChinese carsElectrificationGerman OEM challengesVertical integrationmaster thesis204129400