Скорее всего китайские компании действительно имеют серьезное преимущество в разработе и производстве батарей (это ~40% от стоимости электро-авто), думаю что это их оригинальные разработки (IP), в противном случает копмпании типа BorgWarner не стали-бы работать с ними.
https://electrek.co/2024/02/15/byd-sign ... tery-packs
Leading global EV maker BYD is making big moves to stay on top of the market. Its latest deal gives Ford and GM supplier BorgWarner rights to its BYD Blade battery packs.
BYD signs deal with Ford, GM supplier for battery packs
BorgWarner announced the strategic agreement with BYD’s battery unit, FinDreams. Under the deal, the auto supply giant will be “the only non-OEM localized manufacturer with rights to localize BYD’s Blade LFP battery packs for commercial vehicles.”
The supplier will be the preferred manufacturer of LFP battery packs using FinDream’s Blade battery cells in the Americas, Europe, and other regions in Asia Pacific. The deal is for eight years.
In addition to receiving BYD’s Blade cells to build battery packs, BorgWarner will also gain rights to FinDreams battery’s IP, including the design and manufacturing process.
BorgWarner’s CEO, Frédéric Lissalde, said LFP batteries are “an exciting technology” that’s becoming increasingly important due to its lower prices.
“We believe FinDreams Battery is right for BorgWarner in this area, with its 20-plus years of experience and success in LFP batteries for the mobility sector across China and Europe,” Lissalde explained.
The company’s Blade Battery is powering EVs that are already being sold globally. BYD’s Seal, which launched in Mexico in December, has claimed range of up to 435 miles (700 km). And it starts at under $45,000 (778,800 pesos).
Китайцы делают телефоны не хуже Apple/Google/Samsung и вкладывали серьезные средства в разработку батарей и электро автомобилей, имеют соответствующий результат.
BorgWarner использует софт нашей компании, насколько мне известно это один из глобальных поставщиков компонентов для практически всех крупных автопроизводителей.