> BYD recently passed them to become the biggest EV seller

Well when your government subsides every sale, and your the cheapest product on the market this is a natural outcome.

Mass strikes by workers (in china). Fires (a lot of them). Recalls (several this year). And now massive tariffs for them in a lot of markets don't paint a picture that they have a sustainable business.

We all know that subsidized growth is a great way to build a business (see ridesharing, delivery, in the US) but it doesn't make consumers happy in the end when prices go up and service quality goes down.

Having ridden in a lot of BYDs when traveling overseas I think you paint too bleak a picture. They're everywhere and reliable enough to seemingly be the preferred cars for uber drivers. Some markets might tax them out of existence but I expect others will gladly take perfectly serviceable cars on the cheap.

Tesla is still kicking and they had all the same problems at one time or another. I mean until this year we also massively subsidized every EV sale so pot calling the kettle black.