Taking Stock in 2024: Automotive Supply Chains, Value-Added, and a Case Study of the Small Open Economy of Czechia

Type de publication:

Conference Paper


Gerpisa colloquium, Brussels (2024)


Automotive industry, China, foreign exposure, global value chains, Industrial Policy, Supply chains


What is the actual input exposure of the automotive industry to foreign countries, including China? This paper revisits the traditional question from international trade economics with a newly released input-output dataset spanning 1995-2020 and a new taxonomy for foreign exposure. We introduce stylised facts on the development of the EU's automotive supply and value chains, adding knowledge on trade in inputs. We show that for Czechia, Germany, and Hungary, the total input exposure to China through gross trade flows in 2020 ranges between 33% to 72% above the directly observed exposure and reaches a 5.6% exposure level in the case of Czechia. The value-added input exposure also achieves a steadily growing trend in the observed period and the same significant acceleration within the last two observed years, which aligns with other exposure indicators. Moreover, we show how Czech battery imports weigh on the trade balance with China and discuss the outlook for the Czech automotive industry with an almost non-existent domestic battery industry and its policy implications.

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