Mapped: Where Tesla and BYD Make Their Cars

Published

19 seconds ago

on

June 11, 2024 Graphics/Design:

See this visualization first on the Voronoi app.

Mapped: Where Tesla and BYD Make Their Cars

This was originally posted on our Voronoi app. Download the app for free on iOS or Android and discover incredible data-driven charts from a variety of trusted sources.

In 2023, Tesla and BYD were the world’s two largest electric vehicle (EV) companies by a large margin, holding 19.9% and 17.1% market shares respectively.

With no other company able to match their scale, these two automakers have found themselves locked in a competition for the global EV crown. In Q4 2023, BYD outsold Tesla for the first time ever by 41,000 vehicles (526,000 vs 485,000). In Q1 2024, however, their positions were switched after Tesla outsold BYD by 87,000 vehicles (387,000 vs 300,000).

To gain insight into this rivalry, we’ve visualized the locations of both companies’ present and future EV factories, along with their estimated maximum annual output. Figures come from a variety of sources, and represent the latest information pertaining to planned production facilities (as of April 2024).

Tesla’s EV Factories

Starting with Tesla, this graphic highlights the locations of their four operational factories. Gigafactory Shanghai is the largest in terms of production output, at 750,000 vehicles per year.

Note that Gigafactory Nevada is not on this list because it produces battery cells, rather than finished vehicles.

CompanyLocationMax Annual OutputEst. Completion Tesla🇺🇸 Fremont, CA650,000– Tesla🇺🇸 Austin, TX250,000– Tesla🇩🇪 Berlin, Germany250,000– Tesla🇨🇳 Shanghai, China750,000– Tesla🇲🇽 Monterrey, MexicoTBD2026

Tesla’s China factory is unique in that it’s fully owned by Tesla itself, rather than a joint venture with a local company.

Looking to the future, Tesla’s next factory will be Gigafactory Mexico, which was announced (with few details) in March 2023. According to reporting by Electrek, the Mexican government is eager for the factory to begin construction, despite CEO Elon Musk voicing concerns about today’s high-interest rate environment.

BYD’s EV Factories

Although EV demand is not growing as quickly as it was in previous years, BYD is putting the pedal to the floor when it comes to global expansion. The company has announced factories in various regions including Europe, Southeast

Comparing New and Current U.S. Tariffs on Chinese Imports

Published

2 hours ago

on

May 16, 2024 Article/Editing: Graphics/Design:

See this visualization first on the Voronoi app.

U.S. Announces New Tariffs On A Range of Chinese Goods

This was originally posted on our Voronoi app. Download the app for free on iOS or Android and discover incredible data-driven charts from a variety of trusted sources.

This week, the U.S. introduced a new series of tariff increases on Chinese imports, amounting to over $18 billion worth of goods.

In the announcement, President Biden said they are aiming to “counter China’s unfair trade practices” by targeting specific sectors where the U.S. is boosting domestic production.

This graphic shows the new and current U.S. tariff rates set on a variety of Chinese imports.

Tariff rates and implementation years for the new rates come from The White House’s May 14 press release announcing the new tariff rate increases. Implementation years for the current rates comes from the Office of the United States Trade Representative (USTR) and United States International Trade Commission (USITC).

Tariff Raises on China Hit EV and Medical Industries

Below, we show the current and new tariff rates, as well as the implementation years for both, for a range of Chinese imports, as of May 14, 2024.

ImportCurrent rateNew rateImplementation year (current rate)Implementation year (new rate) Electric vehicles (EVs)25%100%20182024 Semiconductors25%50%20182025 Solar cells25%50%20182024 Syringes and needles0%50%N/A2024 Some steel and aluminium products*†7.5%25%20192024 Lithium-ion EV batteries7.5%25%20192024 Lithium-ion non-EV batteries*7.5%25%20192026 Battery parts*7.5%25%20192024 Some personal protective equipment (PPE)*†7.5%25%20192024 Rubber medical and surgical gloves*7.5%25%20192026 Natural graphite and permanent magnets0%25%N/A2026 Other critical minerals0%25%N/A2024 Ship-to-store cranes0%25%N/A2024

†Current rate for steel and aluminium products and personal protective equipment ranges from 0 to 7.5%.

*Tariffs implemented in 2019 started at 15% and were reduced to 7.5% in January 2020

The U.S. directed many of its new tariff increases on the Chinese EV industry, targeting imports such as semiconductors, lithium-ion batteries, and other battery parts.

Notably, tariffs on electric vehicles from China were bumped to 100% and new tariffs on certain critical minerals, which are essential for manufacturing battery parts and semiconductors, were introduced.

Medical-related products, such as medical and surgical gloves and certain