BYD’s win, Tesla’s defeat, Ford’s pivot: the widening gap in US-China EV markets
- Posted on January 7, 2026
- By South China Morning Post
- 5 Views
BYD’s win, Tesla’s defeat, Ford’s pivot: the widening gap in US-China EV markets

From wavering policy to cost gaps, analysts say decades of state backing have given China a decisive edge over US rivals.