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
-
World’s First ‘One-Chip’ 8775 Mass Production: Innovation or Supplier’s ‘Bleeding’?
Recently, a flashy piece of news hit the Chinese automotive industry. The world’s first mass production of a single-chip solution integrating ‘Cockpit’…
-
The Tiny Chip That’s Stalling the World’s Cars: The Nexperia Saga Explained
The Butterfly Effect in Your Garage Have you ever wondered why that new car you’ve been patiently waiting for is on indefinite…
-
China’s $2 Million Hypercar? The Shocking Rise of Chinese Luxury EVs and the “Quality Wall” They Must Climb
There is a prevailing confidence in the global automotive industry, particularly among Korean executives, that “Chinese cars are still premature” and that…
-
The EV Graveyard Market: Why People Are Buying “Bankrupt” Cars in China
Introduction Imagine buying a luxury EV that cost $85,000 last year for just $20,000 today. The catch? The manufacturer has gone bankrupt….
-
China Auto Shock: Xiaomi YU7 Crushes Tesla Model Y, BYD Sales Plummet 38%—What’s the Real Problem?
China’s Auto Market Earthquake: Xiaomi YU7 Dethrones Tesla Model Y. Why Is BYD Collapsing? The October 2025 sales report for China’s passenger…
-
XPeng’s Robot Gambit: A Desperate Escape from China’s EV Bloodbath, or a Genius Move Tesla Missed?
On November 5, 2025, XPeng dropped a bombshell. It unveiled ‘IRON’, its second-generation humanoid robot, and promised mass production by the end…