As BYD achieves radical vertical integration and Xiaomi moves its silicon in-house, the Chinese auto market is no longer just building cars—it's building a fortress.
The traditional automotive supply chain is facing an extinction-level event, and the epicenter is Shenzhen.
Founded by Wang Chuanfu in 1995 as a humble battery manufacturer, BYD has evolved into the world's largest New Energy Vehicle (NEV) maker.
The assault isn't limited to traditional manufacturing. The 'smartphone giants' have officially breached the perimeter.
As BYD achieves radical vertical integration and Xiaomi moves its silicon in-house, the Chinese auto market is no longer just building cars—it's building a fortress.