『#1-53 SDV覇権:自動車産業の未来を支配するOEM』でBYDがその垂直統合能力、製造規模、プラットフォームの優位性、および中国の国家戦略との連携により、SDV時代のリーダーとして最も有望であることをあぶりだした。今回その理由理由と、従来の伝統的な自動車メーカーとBYDとを比較してBYDが垂直統合する領域を他のOEMはどのような対応をしているのか、その戦略の違いを論じます。
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