Tesla is already positioned ahead of other auto makers with the construction of the Gigafactory 3 along with a deal with the Shanghai government to build a wholly-owned local factory (a notable exception).

The context was the barrier to entry in China. That was already implied? No other foreign auto maker was able to cut the same deal as Tesla in China.

>Toyota is firing up battery supply in Thailand.

Toyota/Lexus have zero plans for electrification in the near future. In fact, they have instead doubled down on Hydrogen with the Mirai.

http://www.thedrive.com/news/22429/toyota-to-double-down-on-...

https://corporatenews.pressroom.toyota.com/releases/toyota+d...

>Not to mention that Panasonic and Chinese suppliers are the real source of Tesla batteries.

Not really sure what point you're trying to make here. Tesla is probably the only automaker (outside of china) that builds their own cells and battery packs in-house.

The point about Panasonic is pretty self-evident: Tesla isn’t going to win Asian markets if its upstream suppliers are all in Asia. They’re effectively a middleman and they’re paying for the right to be in-country. It’s not hard to see them being squeezed out by local firms.