- Following the diplomatic conflict between China and Japan concerning the bordering territories of the two countries, The sales of Japanese carmakers in China have been boycotted by a portion of their customers. Their production volume therefore collapsed between September 2012 and March 2013, but since January 2013 the collapse is tending to slow down.

- Let us recall that the production of Japanese carmakers in China is intended only for the local market (except for a few Honda Jazz that traveled to Europe) and therefore could not offset the collapse through exports.

- The four major Japanese carmakers manufacturing in China (Toyota, Nissan, Honda and Mazda) had not yet caught up with their delayed production by March 2013, but since April 2013 three of them (Toyota , Nissan and Honda) have managed to catch up on their loss. But the production lost between September 2012 and March 2013 is permanently lost, because the customers that left during this period are now customers of the competition (Hyundai, Kia, GM, Volkswagen and PSA). 100% Chinese carmakers do not seem to have benefited greatly from the momentary weakness of the Japanese.

- This six months production loss is a deadweight loss for Toyota, Nissan, Honda and Mazda who however had a good 2012 year in terms of global sales. Their normal rate of production in China is expected to be regained in the coming months.

 Data source: File #55 - Registrations in the World by makes