January 1st, The Wall Street Journal published an article: "Musk once praised Tesla's Shanghai factory to the skies. He lamented that China is the future. Now, Tesla is experiencing the same lessons that Motorola and Apple once learned: the rise of China's industrial chain, and here, the future may not have a place for you!"
[Skeptical] When Musk once shouted "China is the future," he probably didn't understand the epitaph of Motorola — this giant that dominated the communications industry for nearly 20 years with its "brick" phones, ultimately faded away due to ignoring the digital communication wave. Now, Tesla is repeating the same mistake. The myth of the Shanghai factory producing a car every 30 seconds and achieving a 95% localization rate is essentially the result of China's industrial chain supporting it, not a solo performance by Tesla! By 2025, the market share of domestic Chinese new energy brands is approaching 90%, while Tesla's share is only 5.5% and has declined year-on-year. This situation is similar to Apple's plight in China, where its market share has dropped to 13.9%......
When BYD's blade battery and Huawei's intelligent driving technology build up technical barriers, and when reverse joint ventures become a new trend, Tesla's advantages have long been diluted. It once used China's supply chain to capture half of the global production capacity, but it forgot that this is not a safe haven for foreign capital, but a battlefield for innovators. Like Nokia missing the smartphone era, if Tesla clings to old models, it will eventually become just a backdrop for China's rise in the new energy sector — after all, the future here doesn't belong to those who take the easy way out!
Original article: toutiao.com/article/1853073451132951/
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