Part 9/10:
Despite the ongoing push for technological independence, the systemic challenges faced by Chinese automakers underscore a crucial paradox. The industry remains an integral component of the nation’s industrial and technological ambitions, yet the current dependency on U.S. chips presents a critical vulnerability.
With no backup plans in place, Chinese automakers are pressed to push forward, relying on the hope that U.S. supplies remain unscathed in the face of geopolitical tensions. The immediate future raises significant questions: What happens to China's EV market if U.S. supply were to vanish?