Tesla sold 70,847 China-made vehicles in December, the highest monthly rate since it started manufacturing in Shanghai in 2019, China Passenger Car Association data showed.
VW brand, Audi and Seat will all cut production with the group's Wolfsburg plant in Germany restarting output with only one shift next week after the summer break.
Toyota Motor North America's announced plans to build a battery plant may require the Japanese automaker to build another assembly plant in the U.S.
Experts warn that failure to obtain adequate supplies of lithium, nickel, manganese or cobalt could slow the shift to electric vehicles.
While Tesla has led the development of the global EV market, the two giants of automaking are determined to defend their dominance.