The Chinese EV standard winning globally is banned in the U.S.

EV Revolution

By banning Chinese software, the U.S. risks isolating its automakers from the integrated systems, standards, and partnerships shaping the global electric vehicle market.

Much of the world is adopting the electric-vehicle technology the U.S. just banned.

On March 17, the U.S.banned any vehicle with Chinese software from its roads. Beginning with cars arriving at dealerships this July, every automaker selling in the U.S. must certify that its connected systems contain no Chinese-developed code.

Chinese EV companies are the market leaders in much of the world. BYDiBYDBYD Auto is a Chinese carmaker that became the world’s leading EV manufacturer in 2023, competing with Tesla for market share and global attention.READ MORE is the top-selling EV maker globally, outselling Tesla and Ford in many markets. The U.S.’ move in the opposite direction may cut off its automakers from the technology the rest of the world is adopting, analysts and industry executives told Rest of World.