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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CATL & Rio Tinto: Why **Chinese EV Supply Chain** Domination Extends Beyond Cars
CATL and Rio Tinto partner to electrify mines & boost recycling. Discover why this impacts the entire Chinese EV supply chain and Western auto strategy.
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The Great EV Re-Evaluation: Why Global Sales Fell 11% and Legacy OEMs Face Historic Losses
Global EV sales just fell 11% in February, marking the second straight decline, triggering historic losses for Honda and margin hits for BMW. Is the EV dream stalling?
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Are Monolithic SoCs Dead? ZF and SiliconAuto’s New Chip Signals Open Compute Future for ADAS
Is the monolithic SoC dead for ADAS? ZF and SiliconAuto unveiled a modular I/O chip design at EW 2026, signaling an open, cost-effective future for autonomous driving hardware.
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China’s EV Autonomy Leap: Why Horizon’s HSD in the iCAR V27 Signals a New Era for Western ADAS
Discover why the iCAR V27, powered by Horizon’s HSD system and Journey 6P chip, signals a critical acceleration in China’s map-free, end-to-end EV autonomy.
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Chinese EV Investment: Why Stellantis is Courting Xiaomi and XPeng for a European Lifeline
Stellantis is reportedly in talks with Xiaomi and XPeng to invest in its struggling European business, potentially acquiring stakes in brands like Maserati. This signals a major shift.
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Geopolitical Risk: Why Middle East Tensions Mean Higher Prices for Your Next EV
Geopolitical turmoil in the Middle East is threatening critical EV supply chains, pushing up aluminum, chip material, and plastic costs. See why your next EV purchase may be more expensive.