I think the major reason they want to electrify things is because it's a paradigm shift from things that they're not competitive at to a (relatively) green fiel

I think the major reason they want to electrify things is because it's a paradigm shift from things that they're not competitive at to a (relatively) green field. It took the Korean automotive industry many decades to go from making penalty boxes with rehashed Mitsubishi/Mazda/Opel IP to making cars that compete on more than value for money.