Honda actually seems to "get it" in Europe and Asian markets and may be on the path to navigating this transition. Honda of America seems the dumb beast too stupid to adapt and there is probably going to be a reckoning when it stops being hugely profitable to build giant gas guzzlers in America. Honda of America seems to have zero foresight or long term plan still.
The Korean car conglomerate is definitely doing well with EVs, but if you are expecting someone to crush Toyota and/or Honda in Asian car sales especially, I'd keep an eye on Chinese EV companies. Some of them are doing wild work, and have got EV car costs down below nearly anyone else in the world with their economies of scale already. If some of those Chinese EV companies come to the American market I'm even curious if it would look just like the Honda/Toyota strategy of the 70s/80s with good value for the money cars that will surprise a lot of Americans that did not know they were looking for that sort of cheap/reliable.
The Korean car conglomerate is definitely doing well with EVs, but if you are expecting someone to crush Toyota and/or Honda in Asian car sales especially, I'd keep an eye on Chinese EV companies. Some of them are doing wild work, and have got EV car costs down below nearly anyone else in the world with their economies of scale already. If some of those Chinese EV companies come to the American market I'm even curious if it would look just like the Honda/Toyota strategy of the 70s/80s with good value for the money cars that will surprise a lot of Americans that did not know they were looking for that sort of cheap/reliable.