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Tesla, Inc’s (NASDAQ:TSLA) latest push into Japan isn’t just about service centers and Superchargers — it’s a reminder of something the market may be underestimating: not all EV growth is created equal for suppliers.
Because while Tesla scales, companies like Panasonic Holdings Corp (OTC:PCRFF) scale with it. And while BYD Co., Ltd. (OTC:BYDDF) (OTC:BYDDY) grows even faster, Panasonic doesn’t.
That asymmetry is easy to miss — but hard to ignore once you see it.
Tesla Growth Flows Through Panasonic
Tesla still runs on a hybrid battery model.
Even as it builds in-house capacity, it continues to rely heavily on partners — Panasonic remains its “biggest strategic …
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