Electric vehicle manufacturing is almost a different business model from ICE vehicle manufacturers. If you look at the history of car manufacturing, you'll see

Electric vehicle manufacturing is almost a different business model from ICE vehicle manufacturers. If you look at the history of car manufacturing, you'll see that the early ones would just deliver a chassis (usually with an engine and transmission). Even the body was 'aftermarket'! Electric vehicles have no engine, and the entire drive-train is simpler, so it's now easier and more important to be vertically integrated (like Tesla).