Right now, Tesla consumes more than 60% of the word EV batteries and their shares is still increasing. I'm sure most of the world's EVs will be Chinese but the most high-end ones will probably be Teslas (made in Shanghai if need be). One can draw a parallel with the smartphones market :)
I take it you're saying Tesla is Apple. Perhaps, you don't have the network effects and lock in with cars, that you do with phones, and Tesla don't seem to make 'the best' hardware like Apple do, but I don't have a crystal ball either, so I won't argue.
Maybe charging stations is the network effect, Tesla has lot stations across the US so you know you wont run out of juice on your trip.
I wonder what the situation is in China. My impression in Europe and America everyone but Tesla had standardised on one charger.
It sounds a bit insane to have stations where you can get fuel for a mercedes but not a kia.
Also, if China decides it needs extra EV battery capacity, expect the total number to significantly increase, and Tesla's slice will shrink (in relative terms).
Not sure where you heard that but that is completely false. BYD alone shipped over 100,000 electric cars (not including buses) in the third quarter (compared to Tesla's 83,000). Other Chinese car companies BAIC, Rowe, and Geel all ship over 20k+ plug-ins per quarter.
But yeah I'm not sure whether China doesn't report battery construction, or under reports or what because it sounds suspect to me also.
Official according to who? I suspect that, like much of the less critical reporting on Tesla, it's just reprinting a press release. In any case, that doesn't match the headline; it's just claiming it's the single biggest factory. There's no substantiation of the headline at all, and looking at the numbers it cannot be true.
And you may have noticed how the internet gets, when Tesla/Elon says something that isn't true, so I guess theres some basis to it.
The Tesla fanboyism goes both ways, there are many, many people waiting to point out they are wrong.
Tesla's luxury vehicles ship with 75/90/100kWh packs while BYD's model seem to have 63kWh (not accounting for busses which seems to have about 325kWh). No definite information available for Model 3, afaik, but I heard that the long range version has a 75kWh pack (50kWh for the "normal range" model?).