Strategy Note /
China

Tesla can deal with supply chain shortage, unlike most Chinese peers

  • The global automotive industry is facing a deepening supply chain crisis

  • With its great cost control and supply chain integration, Tesla is likely to remain the least affected EV brand

  • The crunch is likely to be relieved in 2022 but it will take years to fully meet the industry's needs

Niko Yang
Niko Yang

Senior Analyst

EqualOcean
9 November 2021
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