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
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The $25,000 EV Repair Bill Shock: Why the World’s Biggest Battery Maker Is Now Sidestepping Automakers to Fix Your Car
“A $25,000 repair bill for a 5-year-old Tesla battery.” This isn’t a hypothetical horror story; it’s a screenshot that recently went viral,…
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Geely’s Profit Crisis: Why Volvo’s Owner Is Selling Record Cars But Losing Money – The Shocking Truth
On paper, Geely Auto, the Chinese automotive giant that owns Volvo, Polestar, and Lotus, just had the best six months in its…
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XPeng’s $1.4B War Chest: A Lifeline for China’s Price War, or Rocket Fuel for a Global Showdown with Tesla & VW?
XPeng’s $1.4B Shockwave: More Than Survival, It’s a Declaration of War on the Global Stage On August 19, a significant piece of…
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The Great Vehicle-Grade Deception: Why Your New EV’s Brain Might Be Less Robust Than Its Trash Can
As European and American consumers, we’ve been conditioned by a century of automotive engineering to expect uncompromising quality. Terms like “German engineering”…
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Nokia Sues Geely in Europe: Why the Era of China’s “Patent Free Ride” is Officially Over
As someone on the front lines of the global automotive components industry, the news of Nokia suing Chinese auto giant Geely in…
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GAC’s Billion-Dollar Bet on Huawei: A Desperate Surrender After Its Own Luxury Brand Fails. What Can VW and Stellantis Learn?
A seismic shift is underway in the global auto industry, and the latest tremor from China offers a stark warning for legacy…