In 2022, BYD successfully surpassed Tesla and took the top spot in global new energy vehicle sales.。If it goes on like this, will BYD be locked up like Huawei?？We don't think there's a high probability。First, because BYD is not as threatening as Huawei, and second, the auto industry is much more difficult to block than the mobile phone industry.。Unlike the chip industry, domestic cars are not overly dependent on a few foreign suppliers in the three-power system, and their three-power systems are not only self-sufficient, but also become suppliers to other large factories.。Tesla, for example, picked up BYD's blade battery in 2022, while Toyota's new electric BZ3 is a deeper collaboration。In fact, if you compare the automotive industry with the mobile phone industry in this way, BYD is more like Samsung, which is also a supplier of core components such as screens, memory, chips, etc. for mobile phones.。Huawei and its HiSilicon chips have been frantically targeted since five years ago because for the first time a Chinese company could dominate the development of industry standards。In contrast, the automotive industry is not so obvious strategic significance, coupled with the vast majority of BYD's orders are still generated in China, has not been able to kill the Quartet in the global market, so it seems that BYD and the entire Chinese automotive industry still have time to make up for the supply chain shortcomings.。Even though BYD's situation is not so bad, but in the crazy years still have to be prepared for the winter。