this post was submitted on 21 Feb 2026
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Electric Vehicles
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Chinese manufacturers look like they've figured out vertical integration and manufacturing automation. BYD makes a TON of items themselves, from battery to drive-trains, tires, telematics, sensors, etc. And they can iterate FAST. It also means their battery division sells to the car division at cost, whereas a different manufacturer would have to pay cost + profit. Also, robots.
There's no way a Ford, Toyota, or VW will ever go back to making their own components.