TL;DR: 7 out of 10 EVs worldwide are powered by Chinese batteries, regardless of the brand.

    I observed that China has moved from "assembler" to "heart supplier," capturing 40% of the total vehicle cost value. This dominance is underpinned by "Lighthouse Factories" achieving 1-in-a-billion defect rates.

    Key Insights:

    70%+ global share.

    1:7 job creation ratio in domestic markets.

    2026 pivot to solid-state standards.

    How does the US IRA impact your local supply chain?

    #DataScience #ROI #EV #ChinaTech

    by baitailaoren

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