China is avoiding trade friction with the US by establishing Thailand and Indonesia as new electric vehicle production hubs. Thailand already has well-developed automotive infrastructure, attracting significant investment from Chinese companies. Thailand is experiencing a surge in electric vehicle sales, prompting a response from Japanese automakers. Indonesia, as a major producer of nickel and other electric vehicle battery materials, is actively attracting investment from Chinese and global companies. Hyundai Motor has successfully sold the Ioniq 5 in Indonesia, increasing its market share. This phenomenon demonstrates significant geopolitical shifts and intensifying global competition in the electric vehicle market. Chinese companies' expansion into ASEAN is likely to reshape the future landscape of the electric vehicle market.