https://www.theverge.com/2021/3/31/22360839/apple-tesla-mega...
What Tesla does have is:
1. A helluva lotta actual battery cell production.
2. Practical experience deploying / analyzing / etc more Joules worth of batteries than probably anyone else.
3. Advanced battery research that is focused on more practical improvements than the pie-in-the-sky research we've seen a lot of over the past few decades ("this battery is flexible and has 10x storage of Li-ion and charges in 1 second") that never makes it out of the lab.
With (3), there is always the risk (to Tesla) that one of these futuristic battery techs actually works out and makes it into production, but until then Tesla's approach (making improvements to things we know work in production / at scale) is probably a wise one.
3 -> how much improvement are you talking about?
This implies some curious assumption that Asian countries are somehow innately better at this sort of work? I'm not sure that holds up.
Certainly the environments are different, different standards for acceptable pollution, acceptable levels of corruption, wages, safety, government subsidies, etc. These vary as wildly within Asian countries (Japan, Korea, China, ...) as they do between western countries and Asian countries though, and it's really not clear to me which countries environment is superior.
Assuming you're comparing to a high corruption low safety/environment/wages country... Lack of corruption and fraud goes a long way. Wages and safety cost less as things become more automated. I'm not sure how subsidies break down, but I suspect that there are more available for this sort of technology in the western world. Etc.
- The most advanced chip fab (TSMC) is Taiwanese (i.e. Asian).
2. Your first point doesn't really apply to my point (2), as that was more about how Tesla is actually getting feedback on their batteries in the field, through servicing their own cars / battery packs and getting constant battery data from the cars themselves and from use of their Supercharger network. This is incredibly useful, others aren't really doing it, and "being Asian" isn't really a silver bullet for this one...
It seems to me that battery-based storage isn't very advanced technology, and is something that is enabled by declining battery prices. I see Tesla fans pointing to it as another one of Tesla's trillion dollar markets, but it never seemed like something Tesla would have an exclusive lock on.