Dari Volkswagen hingga Jaguar Land Rover: Ini Daftar Lengkap Pabrikan yang Pecat Puluhan Ribu Karyawan
Industri otomotif Eropa sedang menghadapi krisis besar dengan lebih dari 111.000 pekerjaan dipangkas secara global oleh pabrikan dan pemasok sejak 2024, serta berpotensi mencapai 146.950 posisi hingga 2035. Jerman menanggung beban terberat, di mana empat merek besarnya menyumbang 85% dari total PHK yang diumumkan. Tekanan utama berasal dari tarif impor AS yang melonjak menjadi 15%, gempuran merek China yang menguasai hampir 69% pasar dalam negerinya, serta perlambatan investasi kendaraan listrik di Eropa.
Poin-Poin Utama
- More than 111,000 jobs have been announced for global cuts by European automakers and suppliers since 2024.
- Including long-term plans through 2035, total threatened jobs reach 146,950 positions.
- Four major German brands (Volkswagen, Audi, BMW, and Porsche) account for 85% of announced layoffs.
- Germany has cut over 100,000 jobs in 2024–2025 according to CLEPA.
- VDA estimates Germany could lose an additional 125,000 jobs by 2035 without competitiveness improvements.
- US import tariffs on European vehicles jumped from 2.5% to 15%.
- Total tariff impact on EU automotive exports reaches up to €67 billion.
- Volkswagen Group faces €2.9 billion (around Rp56.5 trillion) in tariff costs in fiscal year 2025 alone.
- Non-Chinese automakers' market share in China fell from 57% in 2020 to 32% in 2025.
- Chinese domestic brands now control nearly 69% of their home market.
- Chinese brand Jaecoo 7 ranks among the three best-selling cars in the UK.
- European EV investment dropped to €5.64 billion (around Rp109.9 trillion) in 2024, the lowest since 2019.
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