For 1000kg of steel, bulk of raw input materials, we're looking at ~$500 price difference, i.e. negligible. If you want BOM for other materials, lazy napkin math: PRC auto is ~10% of gdp. PRC industrial subsidies ~2% of GDP. Even if you assume entire industrial subsidy goes towards auto, that still puts it at ~20% of industry. Can western manufacturers compete if PRC cars was ~20% more expensive. Can they compete if BYD seagull was was $12000, vs it selling for $20000 abroad. No. That's without considering west subsidizes the shit out of their auto, and downstream sectors, i.e. US energy.