In fact I don't think the TW scenario will necessarily result in full decoupling. Nevertheless, if a full decoupling is not what we are discussing, then I see even less reason to assert that "if one gets banned the rest must be banned too". Huawei (and other selections on US entity list) already suggested otherwise.
You said you don't see how I can argue that BYD has similar or higher security risk to Huawei. I already gave my rationale in the previous post, as I provided example on how they could convincingly frame BYD as a spying/national security/public safety risk.
I'm saying that if BYD gets banned due to being successful, it will be because Chinese EV industry is too successful as a whole. In that case, Western countries will also ban NIO, Geely and all the battery makers. There will be retaliatory bans from China for sure. BYD is so large that a ban on BYD would have ripple affect across the entire industry.
BYD is just not regarded on the same level as security risk as Huawei. No company is regarded at Huawei's level in security risk. That's a fact. BYD commercial EVs right now are all over North America. BYD energy storage services are sold every in America. BYD is basically the dominant player in both fields in America. There hasn't been single complaint about security risk or anything like that. In fact, the Californian government is extremely pro-BYD due to their large factory in lancaster.
I think you made your deductions from a false permise: that Huawei was actually banned because it was unsafe, so Chinses EV should avoid Huawei parts to reduce concern in western markets.
I think you and several others are offended that I think Chinese automakers should avoid Huawei if they want to export their cars. The reality is Huawei has a reputation outside of China that would bring uncomfortable questions. Up until now, Chinese automakers that export to Europe do not use Huawei smart EV products on those cars.
People are way to obsessed with Huawei on this forum.
Let me remind you this: the primary reason US banned Huawei is not because they fear Huawei as a security risk (otherwise a domestic market ban is enough, it can't explain the TSMC supply chain ban). Their primary intention is to stop or slow down China's technoloical rise. Therefore it doesn't matter what you and I think BYD's actual security risk is, or how it compares to Huawei, this is irrelevant. What's actually relevant to a potential ban is how successful and influential BYD (or any other Chinese tech brands) will become. National security is an excuse and that excuse can easily be made against BYD products as soon as they decide to do so.
What works for BYD is that cars are less reliant on cutting edge nodes than mobile phones, and when BYD reaches Huawei level influence, Chinese semiconductor manufacturing will be much more self sufficient than when Trump attacked Huawei. So while there are still risks of market ban, a supply chain ban is less likely to be effective and therefore less likely to be enforced.
I'm not going to argue why Huawei is banned with someone who is clearly passionate about it.
You do realize there are many Chinese products in use in Europe that are successful and not banned for security reasons right? Basically everything we buy now is made in China. A lot of them right inside my home. I use security cameras that are made in China and that can upload my home videos to Chinese cloud services. Heck, despite all the complaints, tik tok and wechat are still not banned in America.
The traditional roadblock to auto import is high tariffs. There is already a 25% tariff on made in China cars in America. They can always increase that if they don't want Chinese automakers making too much money. The reality is no one here in America is calling for a ban of Chinese cars for national security reasons. They may do it for economic security reasons in the future, but that will be a long time away. Again, Huawei has a terrible reputation in Western countries. automakers that want to export to Western countries are going to avoid Huawei.
Wrong. Huawei produces all items that you mentioned. Please see the following video. Start from 18:40
Even more reason for BYD to create their own and defeat Huawei then.
BYD is launching the Atto 3 this evening in Cambodia. Price is told to be 40,000+. Exact launch will be announced on the launch ceremony.
Is that 40k+ in USD? That seems like really expensive for such a nearby import. What is the import tax like?
