Not only do they currently have the largest share of current technologies they are going to be first to market with next-gen batteries too with CATL and BYD both entering mass production of sodium-ion batteries this year. These have lower energy density for now but that will likely chain as improvements land.
Japan and Korea dropped the ball is what happened, it wasn't any singular error but many unforced errors over a good 10 year period that led to them being now substantially behind.
>> Japan and Korea dropped the ball is what happened, it wasn't any singular error but many unforced errors over a good 10 year period that led to them being now substantially behind.<<<
You don't seem to understand the battery market. Japan and South Korea have been in the battery business at lease since the mid 1990's. Japan's manufacturing has declined over time, but LG Chem is the largest EV battery manufacturer in the world. Of course, that's the global market share, outside China -- ie, there won't be any Chinese battery in North America.