A House economic committee says Thai car plants are shrinking (Suzuki closure, Honda merging two plants into one) and that the EV investment promised local production that has not materialised. Tier 2-4 parts makers (seats, steering wheels, mirrors) are hit hardest, because Chinese EV makers bring their supply chains with them. For a Thai SME in automotive parts, this signals weaker demand from Japanese-brand plants and little near-term help from EV-linked incentives. Diversifying customers, and checking whether your products fit medical devices or other linked industries, is worth considering. This is a policy opinion, not a new rule.