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China's Electric Car Companies Are Still Not Invincible

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Today on Critical Materials: China's EV makers are feeling the squeeze, calls for standardizing SDV taxon, and Tesla asks Canada for less tariffs on its EVs.

China is under pressure from... well, the entire world. While Chinese vehicles are a hit in their domestic market thanks to low prices and lots of included tech, other governments fear that China's 'unfair subsidization' of its automakers will cause too much stress on the global auto industry. Now all of that, plus intense competition for buyers within the country, is sorting out the winners and losers.

Level 2: Updateable Vehicle - The vehicle can be updated over the air thanks to dynamic operating systems and programmable ECUs, but its overall functionality remains static. This is for vehicles that can address recalls or bug fixes with an OTA update, but do not receive functionality upgrades. Level 3: Upgradeable Vehicle - A true SDV, vehicle functionality can be upgraded OTA after a vehicle has been sold. Example: Tesla added its boombox function to its infotainment system.

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