Tesla, Inc’s latest push into Japan isn’t just about service centers and Superchargers — it’s a reminder of something the market may be underestimating: not all EV growth is created equal for suppliers. Because while Tesla scales, companies like Panasonic Holdings Corp scale with it. And while BYD Co., Ltd. grows even faster, Panasonic doesn’t. That asymmetry is easy to miss — but hard to ignore once you see it. Tesla Growth Flows Through Panasonic Tesla still runs on a hybrid battery model. Don
