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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China EV Value Chain Transformation: Ouyang Minggao’s Five Models Explained
Discover how China’s EV value chain transformation mirrors Ford’s assembly line. Ouyang Minggao reveals 5 production models reshaping the global auto industry.
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Tesla FSD Safety Claims: Fact-Checking Musk’s 90% Accident Reduction Promise
Tesla FSD safety claims face scrutiny: Can Elon Musk’s autonomous driving prevent 90% of accidents? What Western investors must know about the validation gap.
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Geely Premium EV Strategy: How Zeekr Disrupts the Luxury Market by 2030
Geely’s premium EV strategy revealed: How Zeekr’s 9X SUV is conquering China’s luxury market from BMW and Mercedes, with 80% conquest sales from BBA owners.
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Li Auto i6 Production Milestone: 100,000 Units and the Speed Challenging Western EV Manufacturing
Li Auto hits 100,000 i6 units as Chinese EV manufacturing velocity accelerates. Discover what this production milestone means for Western investors and the global auto market.
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NIO Battery Standardization Strategy: The 100 Billion Yuan Plan Reshaping China’s EV Industry
NIO battery standardization strategy could cut 100 billion yuan in costs, says CEO Li Bin. Discover what this supply chain shift means for Western EV investors and global markets.
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US Used Car Prices Surge 6.2%: Manheim Index Hits 2023 Highs
US used car prices surge to 2023 highs as the Manheim Index jumps 6.2% YoY. Discover why inventory shortages threaten Western OEM forecasts and reshape auto investment strategies.
