And the United states is likely to never get them. Unlike the chicken tax with light trucks, I wouldn't be surprised if the BIG 3 are so afraid they lobby to completely block them from ever being built and sold here.
BYD is having another ten car carriers built to support growing exports. They’ll be the world‘s biggest auto maker in the next five years.
BYD expands EV shipping fleet as wars upend freight costs and key trade routes - https://news.ycombinator.com/item?id=50333037 - November 2026
- The world’s largest electric vehicle maker will expand its fleet of car-carrying cargo ships to 18 from eight by 2029, according to shipping industry reports. Each new carrier will have the capacity to carry about 9,200 cars and will be built by China Merchants Industry.
- Owning its fleet could cut BYD’s cost to ship each car abroad by as much as 40% compared with renting carriers, according to one industry estimate. BYD’s increasing export capacity could help it push further into global markets, intensifying competition for automakers including Tesla and traditional U.S. brands.
https://cnevpost.com/2026/09/07/byd-targets-2-5-million-over...
- BYD aims to sell more than 2.5 million vehicles overseas in 2027, extending its rapid international growth through a larger shipping fleet and increased production abroad
- Its Indonesian plant has started production, its Brazilian plant is ramping toward annual capacity of 300,000 vehicles, and its Hungarian plant is expected to begin assembly in November or December, Deutsche Bank noted.
TL;DR They severely reduced the number of components by integrating parts into larger pieces. This trades upfront cost savings for longevity concerns and repair prices down the road.
One could argue the US wants to ban them solely because it undercuts other manufacturers, but there's more.
You can also argue it's not good for many other people, like:
- the average consumer (that expects a quality long-lasting product)
- the insurance companies that will be footing a lot of the repair bills
- independent repair shops that either won't get those jobs, cannot actually perform the work due to tech/service monopolies, or simply lose revenue because the work is shorter
There are also third-party replacements available now, because it's not that hard to manufacture most EV components, outside the critical high-voltage paths.
I would rather let people decide for themselves.
> independent repair shops that either won't get those jobs, [ok] cannot actually perform the work due to tech/service monopolies
Part availability and service monopolization are easily fixable by regulation and it's an old practice.
> [ repair shops ] simply lose revenue because the work is shorter
Welcome to the AI economy, where a lot of people lose a lot of work because it became easier and shorter to do.
> They severely reduced the number of components by integrating parts into larger pieces.
Just swap the larger pieces, computers and phones are like that, when they're at all fixable.