[bryanlarsen]

China is less than 10% of the worldwide vehicle market (5M / 60M). The big difference there is that they are second only to Norway in the fraction of their vehicles that are electric (60%). Which means that about half of all electric cars are currently sold in China. There's little room for growth in China -- overall demand is flat, and EV share will probably top out at 90% or so.

It'll hurt if Tesla can't keep selling ~600,000 cars they sell in China in a year, but they almost certainly can't grow that number.

EV growth for all brands will come from increasing the share outside of China.