Japanese automakers gained some relief after Trump announced a drop in U.S. import tariffs from 25 to 15 on Japan-made vehicles. But analysts say the move offers little comfort as the industry grapples with long-term structural problems and China’s aggressive rise. Moody’s Analytics said a 15 rate is still unexpectedly high, and China now threatens Japanese market share in key regions, including Southeast Asia and Australia. PwC data shows Japan’s ASEAN-6 market share slid to 63.9 in 2024. Domestic hurdles, such as inflation, weak demand, and downsizing at Nissan, add pressure. Experts agree the finalized tariff at least gives Japanese automakers a clearer picture of future costs.