The U.S. tariff policy will lead to a global decline in car production.

According to the May 1 report from the "Nikkei Economic News", the Trump administration's policy of imposing a 25% tariff on imported cars has been implemented for one month. This administration aims to expand investment and employment in the United States, but the negative impact of the global trend towards "de-Americanization" is already apparent. Due to the shrinking of the world's second largest car market in the United States, it is expected that global car production will decrease by 2% in 2025 compared to 2024, and this impact may spread to related industries such as parts manufacturing. The April estimate from the S&P Global Transportation and Travel Company in the United States shows that Trump's series of tariff measures will lead to a 2% year-on-year decrease in global car production in 2025 to 87.91 million vehicles, a decrease of 1.55 million vehicles, even exceeding the total number of cars Japan exports to the United States in a year. This means that after a 1% decrease in 2024, global car production is expected to decline for the second consecutive year. The decrease in 2024 was mainly due to Japanese car companies getting involved in production stagnation due to certification fraud, while this year's decrease is occurring against the backdrop of changes in the global economic environment. This time the United States has become the "epicenter". With an annual sales volume of around 16 million vehicles, the U.S. car market ranks second after China, and nearly half of the vehicles sold are imported. The importation of parts accounts for between 30% and 60%.