Did the industry become less dependent on the policy?

The same question is applied to every regime. Protection down while capability up is the only successful signature. Protection flat with capability flat is stagnation. Protection up with capability down is dependency.

Cross-Border Comparative Matrix

Policy RegimeProtectionAdaptationCost ↓Productivity ↑Exports ↑Exit
US EV TariffCRITICALLAGGING-$2.2k+0.8%3.4%NULL
China NEV CreditsMODERATEACCELERATED-$8.4k+12.4%31.0%DEFINED
EU Battery RegimeHIGHLINEAR-$1.1k+4.2%18.6%PENDING
Korea Auto PolicyHIGHSTEADY-$2.9k+5.5%44.2%CONDITIONAL
Japan Industrial PolicyDATA PENDING AUDIT—————
Protection ↓ / Capability ↑
SUCCESSFUL INDUSTRIAL POLICY
Protection → / Capability →
PROTECTION WITHOUT ADAPTATION
Protection ↑ / Capability ↓
PROTECTION DEPENDENCY