BYD and Geely adapt to EU tariffs through localized battery chains as Europe secures satellite tech with SES. CR Micro’s SiC modules boost EV efficiency while Samsung’s HBM delays reveal supply risks.
BYD’s 17.4% EU tariff advantage via localized batteries contrasts with Samsung’s HBM3 chip shortages, as CR Micro’s new silicon carbide tech accelerates greener electric vehicles.
EU Tariff Adjustments Reshape Auto Supply Chains
BYD secured a 17.4% provisional EU duty on July 12 through localized battery production, compared to SAIC’s 37.6% rate, per European Commission filings. Geely faces 19.9% tariffs despite establishing Polish EV assembly lines, reflecting Brussels’ emphasis on component sourcing.
Satellite Deals Signal Tech Sovereurgency
The EU’s ongoing $400M negotiations with Luxembourg-based SES (reported July 10) aim to reduce reliance on non-European satellite providers, mirroring India’s 2022 fiber network consolidation by Bharti Airtel and Reliance Jio.
Silicon Carbide Breakthroughs Meet Supply Chain Hurdles
CR Micro’s July 8-launched 1200V SiC modules reduce EV energy loss by 30%, while Samsung’s HBM3 yield issues (confirmed July 11) delayed shipments to NVIDIA, exposing chip supply vulnerabilities.
5G Adoption Pressures EV Connectivity Standards
Counterpoint’s Q2 data shows 87% of China’s smartphones now support 5G, intensifying demands for IoT integration in vehicles. Analysts note parallels to 2018’s 4G-driven telematics surge.
Historical Context: From Telecom to EV Infrastructure
The EU’s current tech strategy recalls India’s 2016-2020 fiber network expansion, where Bharti Airtel acquired 180,000 km of cable assets to ensure 5G backhaul capacity. Similarly, ASEAN’s nickel-processing joint ventures aim to replicate China’s 2019 battery material dominance through regional partnerships.
Operational Efficiency Lessons From Telecom
KPMG India’s 2023 study on tower infrastructure sharing, which reduced 5G rollout costs by 22%, informs current ASEAN battery plant designs emphasizing shared logistics hubs and modular production lines.
