The Zero100 Podcast What Can the West Learn from China’s EV Disruptors?
Sep 30, 2025
16:41
China's electric vehicle manufacturers are changing the game with seamless ecosystems that blend digital and physical production – and they're scaling without friction. This week, the Zero100 team explores how companies like BYD and Xiaomi are producing high-quality EVs faster and cheaper than Western competitors, and breaks down the operating lessons every supply chain leader needs to know. Featuring: Principal Analysts Suzanne Lindsay and Jenna Fink, and VP, Research Kelly Coutinho.
- The three waves of China’s EV innovation (00:51)
- How robotics help Xiaomi produce 1,000 cars a day with just 2,000 workers (02:28)
- Unpacking BYD's battery advantage (04:26)
- How STEM talent powers China's automotive transformation (06:03)
- Understanding China’s EV glut and export strategy (08:54)
- What Western supply chains can learn from China’s “seamless scale” approach (12:10)