> it seems plausible to me that the Chinese models are subsidized in order to gain market share

In this case, this point is kinda moot since the entire US and SV tech ecosystem, has been subsidized first by the US defense industry during the cold war, and after by the US government funded VCs by its unique cheat-code ability to infinitely print the world reserve currency with little to no inflation consequences upon its own economy, and dump it on its tech sector or on the free market to buy foreign competitors before they become a challenge, in order to be ahead of everyone else.

Given this, I find criticisms of China's state subsidize to pale in comparison, when we talk about what is "fair".