Insider Insights
Analysis grounded in direct, hands-on experience within the industry, not just headlines.
Tier 1 Perspective
A deeper understanding of the components, technologies, and manufacturing realities that truly drive innovation.
Actionable Intelligence
We connect the dots: What do these shifts mean for your business in Stuttgart or your investments in Detroit?
Meet The Analyst
I’m Jungmo Kim, an analyst and active professional within China’s automotive ecosystem. Currently based in Shanghai, I offer a unique, on-the-ground perspective…
Latest Analysis
“You’ve Already Driven a Chinese Car. You Just Don’t Know It.” – Geely’s ‘Trojan Horse’ Strategy
“You’ve Already Driven a Chinese Car. You Just Don’t Know It.” – Geely’s ‘Trojan Horse’ Strategy
The “Obsolete” Battery That Conquered the World: BYD’s Chillingly Smart Secret
The “Obsolete” Battery That Conquered the World: BYD’s Chillingly Smart Secret
“But Tesla Exists…” So Why Are Europeans Suddenly Buying a Chinese EV?
Blog Post 1 Of 5: The Inciting Incident Let’s be honest. If two cars have a similar price and similar features, but…
Volkswagen’s Shocking 48% Sales Jump in China: A Comeback, or a Fire Sale?
Volkswagen’s sales surged 48% in China, but this isn’t a comeback—it’s a desperate fire sale of gasoline cars. We break down the brutal strategy behind these insane prices, and explain why you’ll never see a $15,000 Tiguan at your local dealership in the US or Europe.
China’s EV Report Card: June Sales Data Reveals New Winners and Losers
A shocking power shift in China’s brutal EV war. June’s sales data reveals the former king, Li Auto, has been dethroned, while Leapmotor surges to #1. We break down the numbers behind the rise of Huawei-backed AITO, Xiaomi’s production nightmare, and NIO’s struggle for profitability.
Everyone Said Hyundai Was Finished in China. What Happened Next Defies All Logic.
Everyone thought Hyundai was finished in China, crushed by local EV brands. But a strange thing happened: their sales started growing, all without a single new car. This wasn’t luck. It was a calculated strategy of patience while rivals burned cash, setting the stage for a massive EV counter-offensive.