Aggregate industry production growth in the first half needs to be viewed at a more granular level, as much of the total increase is related to BYD in China and native EV OEMs that are not currently in our customer base.

Source: https://seekingalpha.com/article/4624739-visteon-corporation-vc-q2-2023-earnings-call-transcript?source=feed_all_articles

Between them, Li and BYD threaten to squeeze Tesla out of a market it created and long dominated.

Source: https://investorplace.com/2023/08/li-stock-investors-take-note-what-to-watch-for-on-august-8/

But BYD is Tesla’s primary competitor, a fact I think is generally lost on most U.S. investors.

Source: https://investorplace.com/2023/06/7-millionaire-maker-battery-stocks-to-buy-and-hold-forever/

BYD along with Shanghai-based SAIC and Zhejiang Geely Holding Group Co. have been made a focus of the EU investigation.

Source: https://businessmirror.com.ph/2023/12/25/byd-picks-hungary-for-first-european-electric-car-plant/?utm_source=rss&utm_medium=rss&utm_campaign=byd-picks-hungary-for-first-european-electric-car-plant

BYD, backed by Warren Buffett’s investment company Berkshire Hathaway, now outsells Volkswagen branded cars in China and became the country’s biggest auto maker by sales this year.

Source: https://business.inquirer.net/406575/china-unveils-72-b-tax-break-for-evs-other-green-cars-to-spur-demand

BYD has displayed both positive and negative growth over the years.

Source: https://seekingalpha.com/article/4616447-boyd-gaming-undervalued-and-ready-to-take-off?source=feed_all_articles

BYD has overtaken Volkswagen as the best-selling brand in China, with 10.3 percent of the market.

Source: https://www.nytimes.com/2023/04/14/business/china-shanghai-auto-show.html

BYD made it clear they would have no issue setting up a new plant, the sources said.

Source: https://www.channelnewsasia.com/business/brazilians-offer-fresh-perks-byd-plant-ford-talks-stall-sources-3416246?cid=cna_flip_070214

BYD, on the other hand, sells almost no cars outside China.

Source: https://247wallst.com/autos/2023/08/29/teslas-only-challenger-is-byd/

BYD sold 552,076 vehicles in Q1 2023, up 90% from Q1 2022.

Source: https://seekingalpha.com/article/4602417-ev-company-news-for-april-2023?source=feed_all_articles

Chinese carmaker BYD buys US firm Jabil’s mobility business for $2.

Source: https://business.inquirer.net/418066/chinese-carmaker-byd-buys-us-firm-jabils-mobility-business-for-2-2b

Despite its rapid growth, BYD is still a small player in exports.

Source: https://jalopnik.com/elon-musk-thinks-tesla-will-make-those-price-cuts-back-1850356511

Despite trading over the counter and not being listed on a major exchange, BYD often goes unnoticed among investors in the United States who focus on emerging EV companies, particularly within the Chinese market.

Source: https://investorplace.com/2023/06/the-3-most-undervalued-battery-stocks-to-buy-now-june-2023/

For instance, China's leading NEV maker BYD Company (FY22 NEV deliveries of 1.86M, below its revised estimates of 1.88M.

Source: https://seekingalpha.com/article/4567463-tesla-stock-missed-q4-deliveries-could-force-analysts-to-panic?source=feed_all_articles

From a global standpoint, BYD is the top selling EV vehicle manufacturer in the world, which includes commercial vehicles.

Source: https://seekingalpha.com/article/4631120-tesla-china-turmoil-and-geopolitical-threats-darken-outlook?source=feed_all_articles

Further, BYD will probably greatly increase its deliveries in other countries in the coming years.

Source: https://investorplace.com/2023/05/7-stocks-that-could-be-the-next-2-trillion-dollar-companies/

Given the strong market growth, I believe BYD is striving to leverage this opportunity.

Source: https://seekingalpha.com/article/4616268-boyd-gaming-prudent-choice-for-growth-investors?source=feed_all_articles

If getting people to plug in and drive electric locally is the priority, in sheer production of plug-in vehicles, BYD remains in the lead.

Source: https://www.greencarreports.com/news/1140847_tesla-has-made-5-million-evs-globally-the-most-of-any-automaker

June 15, 2023 – TheNewswire – ), a company specializing in autonomous driving software solutions for industrial applications, and BYD have announced significant progress in developing autonomous forklifts using their AI-powered DriveMod technology.

Source: https://thegrizzlygazette.com/media-release/cyngn-cyn-working-to-transform-industrial-vehicles-into-ai-powered-autonomous-robots/

Just to clarify, the thesis is not to argue BYD is a bad company.

Source: https://seekingalpha.com/article/4606116-tesla-no-byd-problem?source=feed_all_articles