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The war accelerated EV adoption globally as countries sought energy independence, benefiting Chinese manufacturers like BYD who developed flash charging capable of 10-70% charge in five minutes.
BYD's key advantage is vertical integration, controlling supply chains from lithium processing to AI development in-house to lower costs and foster rapid innovation, exemplified by functions like floating cars and pothole-jumping.
Despite being the world's largest EV maker, BYD faces pressure as profits fell for the first time in four years and EV sales declined year-on-year for eight consecutive months. Rival Geely briefly overtook it in sales.
Don Wineland argues BYD's vertically integrated model hinders tech partnerships common in China, such as those with Huawei, potentially leaving it behind in software and entertainment systems valued by young buyers.
BYD developed an in-house semiconductor it claims is the world's most powerful chip for self-driving and a rapid charging system that can charge an EV close to full in under ten minutes, even below -30°C.
China leads the U.S. in several frontier technologies, including humanoid robots, solar panels, drones, and electric vehicles. The old notion of China as a copier of low-quality goods is obsolete, as seen with BYD surpassing Tesla.