[dragonsh]

Most Japanese manufacturers are small and many parts of battery and battery cell supply depends on China. Japan lost the battery battle so want to use something else. Tesla’s largest battery supplier is Chinese CATL[0].

So in EV Japan is a minor player, if not for US sanctions Chinese EV makers would have overtaken Tesla as well, but which they will give them some time.

[0] https://www.bloomberg.com/news/articles/2023-10-11/china-s-c...