Last year China was the third largest auto exporter in the world (behind Japan and Germany). They’re expected to be the second largest this year.
And you don’t even need that. China’s big enough. BYD is already the global leader in EV’s, even though today they’re not selling any meaningful amounts outside of China. China’s where much of the future growth in the auto market (again, around ~25M) is expected to come from, and a huge part of the EV slice of that overall market. If BYD continues to sit on 30% of the Chinese EV market, even if it never develops much of an export business, there’s just not going to be enough room in the global market for a super-dominant Tesla (20M units) and thriving legacy automakers.