Tesla loses ground as Chinese EVs dominate global markets
Chinese EV dominance & manufacturing advantages
- Commenters broadly agree China has structural advantages: dense supplier networks, infrastructure, automation-friendly labor, and lower wages.
- Many argue the “auto manufacturing race” is already lost to China on cost and scale, with BYD highlighted as a battery + mining + vehicle powerhouse.
- Some note China is not a “free market,” but counter that all major auto nations heavily support their industries.
Tariffs, trade barriers, and “dumping”
- US and EU tariffs on Chinese EVs are seen as essential to prevent implosion of local industries, but also as redefining what “winning” means (only protecting home markets).
- Debate over whether Chinese firms “dump” products with state support; steel is cited as precedent, but proof specific to EVs is called unclear.
- EU justifies its tariffs as calibrated to measured subsidy advantages; Tesla’s China-built cars are also tariffed, though less than some Chinese brands.
- There’s contention over whether US imports face asymmetric tariffs; EU sources claim overall parity, with each side protecting key segments (e.g., US pickup trucks).
Tesla’s strategy, technology, and competition
- Many see Tesla’s era of uncontested dominance as over; the EV market is turning into a standard low-margin car market across all price bands.
- Tesla is criticized for focusing on Cybertruck and robotaxis instead of affordable models; comparisons are made to Nokia’s complacency.
- 800V architectures (Hyundai/Kia, others) are praised for faster charging, especially outside Tesla’s Supercharger network, though some say trip efficiency matters more.
- BYD and other Chinese brands are visible across Europe, India, Latin America, and even via Mexican imports to the US, often at much lower price points.
Quality, service, and legacy automakers
- Tesla is repeatedly called out for poor reliability, build quality, and service; some say new Chinese entrants may have similar or worse long-term issues, but that remains unproven.
- Traditional European and Korean manufacturers are viewed as catching up or surpassing Tesla in refinement, with strong EV lineups from VW group, Stellantis, Hyundai/Kia, BMW, Mercedes, etc.
Valuation, governance, and politics
- Several comments argue Tesla’s valuation is propped up by hype around FSD/robotaxis, likening it to a meme stock; others stress that market cap ultimately reflects investor sentiment, rational or not.
- There is intense skepticism that Tesla’s vision-only FSD will deliver robo-taxis “next year,” as promised for a decade.
- Musk’s political behavior is seen by some as damaging the brand and sales, especially in Europe, and as distracting from execution.
- Broader complaints surface about US leadership wasting the 2010s on fads (crypto, metaverse) while China built real industrial capacity, with US elites insulated from consequences.