So Tesla is strong, but they are not crushing the market.
Going from 4.3% BEV to 11% BEV may not sound so impressive, but little by little non Tesla BEVs are adding up, and I think many car makers are investing very seriously into it.
Historically the car market has not been one of monopoly, I don't think it's going to change with Tesla. Market shares will change, some car makers will fail to adapt, but I don't think German carmakers are the ones that will suffer the most. Japanese carmakers I have more doubt: they are moving very slowly, but on the other hand Japan knows how to manufacture batteries at scale (Panasonic), so once Toyota decides to move seriously into BEV, they might be able to move very fast.
I'm a lot more worried about my own country carmakers (Renault and Peugeot). Not only they move slowly and erratically, they are going to compete head on, on price, with Chinese carmakers...
All scooters in large cities have been electric for over a decade (its a weird time warp coming to taiwan and experiencing the stench of scooter on your morning commute)
They had a fully electric taxi service about 7 years ago. Inside the city medium size trucks (for delivering merchandise to stores) are all electric. They have tons of local brands that produce electric consumer cars
However the domestic market is ginormous and they only make weak attempts at going global. The international market is fragmentary and you can be arbitrarily extrajudicially curb stomped with tariffs or outright bands due to anti China hysteria
A lot longer than a decade. But it depends on the city. Beijing electrified earlier (like 2004 or so), Shanghai followed, then you have smaller cities where gas was allowed for much longer.
> They had a fully electric taxi service about 7 years ago.
What city? Surely not Beijing. Maybe Shenzhen?
> Inside the city medium size trucks (for delivering merchandise to stores) are all electric.
I'm beginning to doubt you here. The delivery trikes are electric. But the small trucks that deliver merchandise to stores? Definitely not the blue trucks that are only allowed inside the 5th ring at night and cause air quality to tank after midnight.
> The international market is fragmentary and you can be arbitrarily extrajudicially curb stomped with tariffs or outright bands due to anti China hysteria
China's market is limited by their own protectionism. It is hard to tell someone to "open up" when you aren't willing to do the same yourself.
https://carnewschina.com/2023/02/13/ranking-of-china-market-...
