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Re: 1. I can only speak to the company I saw up close, Mitsuba [1]. They are already very sophisticated on all fronts you've described: mechanical, electrical, material. Even software. If I had to guess, they're licking their lips at the kinds of higher margin products that electric cars might represent for their business. And they're not alone in their capabilities among Japanese parts suppliers.

[1] https://www.mitsuba.co.jp/en/

Re: 2 and 3. I'm sure you're correct. But we're talking about salesmanship here. Logic and facts don't always have a buyer. They would need to find ways to sell those used cars to potentially skeptical markets abroad, in huge volume, where they've already got a great racket with ICE cars.



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