I think we can see the same thing happening today.
BYD+CATL are the new iphone and other manufacturers are Symbian, Motorola and Sony Ericsson
VW, Toyota and friends cannot change fast enough. They should have started with big battery investments 10-15y ago and RnDing then, not now when Market is flooded.
BYD+CATL are the new iphone and other manufacturers are Symbian, Motorola and Sony Ericsson
VW, Toyota and friends cannot change fast enough. They should have started with big battery investments 10-15y ago and RnDing then, not now when Market is flooded.