Try Google. Refer to quarterly reports by mentioned companies. There's also some fun comments from the likes of CEOs of VW and other companies commenting on the undisputed lead in manufacturing that Tesla has over them. VW actually used this as a reason to motivate some recent layoff rounds. There are lots of other reports.
It's a fact that the large automaker unions like UAW are not present in Tesla operations. It's also a fact that BYD has no North American operations and obviously UAW doesn't operate in China.
Do you think the presence of UAW makes a car manufacturer more or less cost efficient?
>This is all "a potential nightmare situation for GM and Ford," Wedbush analyst Dan Ives said in a note to clients this month. Any threat to supply would also inevitably diminish year-end production and inventory, chipping away at holiday season deals.
>Tesla, which does not use union labor, is situated to benefit from any work stoppage at competitors, especially at a time when the industry is pushing harder into electric vehicles, Ives said.
>"Tesla does not face similar issues which speaks to the complexity both GM and Ford face going up against the EV leader Tesla, while trying to satisfy rising union demands," Ives said. "If a strike happens then ultimately production and the EV roadmap could be pushed out into 2024 and delays would be on the horizon at this crucial period for GM, Ford, and Stellantis."
