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China largely owns the supply chain for electronics. Electric cars run on... electronics. Either western countries such as Germany, USA and Mexico will develop
by csours 10y ago
China largely owns the supply chain for electronics. Electric cars run on... electronics.
Either western countries such as Germany, USA and Mexico will develop advanced electronics supply chains, or China will own the EV market.
- Havoc 10y ago> Electric cars run on... electronics. Batteries I'd say. Electronics - I'd imagine the complexity is comparable to a normal care roughly speaking so don't foresee any major power shift based on that from the status quo.
- csours 10y agoThere's also a lot of things like rare earth metals in there, which China has fewer qualms about things like local environmental concerns or worker's rights or safety. Also, complexity is not the main issue; China simply has the inertia to continue to be the leader in the electronics supply chain