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Ford Motors' CEO is worried about their market share: "We are in a global competition with China. And if we lose this, we do not have a future at Ford." It's not just Ford, but the whole car industry in America.
Those are strong words, very similar to Elon Musk's: “Frankly, if there are not trade barriers established, they will pretty much demolish most other car companies in the world.”
Chinese electric car makers (about 130 companies) are a growing threat to American car makers. They've "studied American inventions, replicated them, and arguably surpassed them, selling them at scarily-cheap prices around the world." In the U.S., that price would be roughly $10k lower than Tesla.
Their EV leader, BYD, overtook Tesla in global sales in Q4 of 2023 (image). A writer for InsideEV's likes BYD's interior and software integration better than Tesla's, and says they're quieter too.
Some governments, including the U.S., worry that Chinese EV's cameras and sensors may collect data to pass on to their military.