Part 6/9:
The auto industry has faced substantial disruptions in recent years. Many automakers, particularly Western and European brands, are experiencing downturns, with slowing growth and in some cases, profit declines. Chinese automakers are also feeling the pinch as oversupply and market saturation slow growth.
Interestingly, the Japanese EV sector and traditional automakers are also struggling, with many unable to turn a profit on their electric vehicle offerings. This landscape underscores Tesla’s unique position—being one of the few automakers seemingly weathering these tumultuous shifts, in part due to its vertical integration and focus on robotics and advanced manufacturing.