My previous comment on what I saw when I visited Shenzen last year:I'm quite convinced that China is going to dominate the EV market in the next decade.
I've been strolling around Shenzen for the last 2 weeks. By my estimation, roughly 50%-70% of cars on the road are already EVs. 100% of my Didi (China's Uber) rides have been EVs. I could be wrong but Shenzen might have banned new ICE cars already.
I went into a mall in Shenzen and noticed that Huawei had a store and they made electric cars.[0] This was a shock to me because I always thought that Huawei was a phone and networking company. I was impressed with the thoughtfulness of the interior and the build quality of the Huawei cars. The build quality felt better than Teslas.
The shock factor is that a phone/networking company is capable of pushing out decent quality EVs already. It seems like there is a huge build up of EV talent here along with an unmatched supply chain to mass manufacture EV cars.
So while Tesla is struggling to mass produce the cybertruck, China doesn't seem like it's having any issues mass producing EVs. Heck, US media made me think that mass manufacturing EVs is as hard as building the large hadron collider. But in China, every random company and grandma seem to be designing and producing EVs.
PS. It's not just Shenzen. I also went to more rural places in Guangdong and there were still around 20-30% EVs on the road. Guangzhou, another Tier 1 city next to Shenzen was probably around 30 - 40% EVs by my estimation.
[0]It seems like Huawei makes the platform of the car I saw (Aito M7) but the brand of the car is Aito.