Supply-chain stage (dot color)
- Finished product (cells, accumulators)
- Component / factory-stage input
- Process equipment
- Processed material
Dot size
- Area is proportional to the product's third-market trade value in 2022-2024.
- Faint dashed dots trade under $50m: their share shift is noisy.
Reading the quadrants
- Upper-left (shaded): China gained share while the incumbent bloc lost it.
- The diagonal toward lower-right is the incumbent-decline gradient.