The EV Crown Slips: How BYD's Manufacturing Might Is Toppling Tesla's Tech Dream
BYD has overtaken Tesla in Europe, marking a turning point in the global EV race as BYD’s volume-driven, vertically integrated model outpaces Tesla’s software-led strategy. While BYD leverages in-house battery production and aggressive pricing to gain market share, Tesla’s focus on premium BEVs and proprietary technologies faces margin pressure and stiffening competition. BYD’s global expansion, supported by massive new factories and a vast workforce, contrasts with Tesla’s targeted giga-factory rollout and innovation-centric culture. Political headwinds such as EU tariffs and waning subsidies further complicate each company’s path, underlining their contrasting approaches to risk and scale. As battle lines shift from technology to manufacturing muscle, the EV industry’s future will likely hinge on who best fuses cost-control, supply chain mastery, and breakthrough innovation.