Alibaba · Apple · China · Huawei · Semiconductor · CNBC Technology
From Apple to Ford: How Chinese tech is becoming harder for global firms to ignore
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Washington has been stepping up efforts to curb Beijing's technological ambitions, but from artificial intelligence to electric vehicle batteries, Chinese technology is becoming increasingly embedded in the businesses of some of the world's biggest companies.
Key facts
- Automakers including BYD, Changan and Chery accounted for nearly 63% of the global electric vehicle market in 2025, while battery makers including CATL, BYD, CALB and Gotion held close to 70%
- Since blacklisting Huawei in 2019, it has imposed sweeping curbs on advanced chips and chipmaking equipment, restricting certain U.S. investments in Chinese semiconductors, quantum technology and AI
- Apple has tapped Alibaba and Baidu for AI in China, while Ford has turned to CATL for battery technology
- Inside China, a lot of this isn't a choice," she said, pointing to Apple's work with Alibaba and Baidu
Summary
Apple has tapped Alibaba and Baidu for AI in China, while Ford has turned to CATL for battery technology. Analysts say a broad shift is underway, with Chinese companies becoming sources of technology and innovation that global businesses cannot easily sidestep. "Five years ago, China was primarily where global companies went to sell. That development comes even as Washington has expanded efforts to restrain Chinese technology.