Oof, I was to imprecise in my wording, which contextualized my comment badly.
You're completely right, ICE car production can not be fully sourced to China.
I was thinking solely about EVs. It made sense to me, because that's the market China is targeting. Battery production, chip production, electric motors, smelting etc keeps getting outsourced to China. And these are the building blocks for electric cars, hence my comment. But the precise machining and assembly for ICE cars has not been moved to China at this point in time.
My point isn't really a personal insight into the industry though. ultimately, I'm merely parroting what has been covered before like with
ffsm8|7 months ago
You're completely right, ICE car production can not be fully sourced to China.
I was thinking solely about EVs. It made sense to me, because that's the market China is targeting. Battery production, chip production, electric motors, smelting etc keeps getting outsourced to China. And these are the building blocks for electric cars, hence my comment. But the precise machining and assembly for ICE cars has not been moved to China at this point in time.
My point isn't really a personal insight into the industry though. ultimately, I'm merely parroting what has been covered before like with
https://www.businessinsider.com/china-rare-earth-restriction...
https://www.reuters.com/business/autos-transportation/auto-c...
https://www.businessinsider.com/3-ways-chinese-evs-are-diffe...
JSteph22|7 months ago