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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Beyond the Price War: Navigating New Chinese Auto Market Compliance & Tech Leaps
China’s auto market pivots: New SAMR pricing compliance guidelines target predatory price wars, signaling a shift to quality. Geely buys more Volvo shares while Xiaomi open-sources a leading AI robotics model.
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China’s EV Power Play: Why Xiaomi’s 1.7 Million Charger Milestone Crushes Range Anxiety for Global Markets
Xiaomi’s EV charging map now boasts 1.7M+ piles (66.7% YoY growth), integrating rivals’ networks. Learn why this ‘open’ strategy beats range anxiety for the SU7.
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The Uncanny Valley of Safety: How Waymo is Using AI to Simulate Tornados for Autonomous Vehicle Training
Waymo is using Google DeepMind’s Genie 3 to create hyper-realistic AI simulation environments, including tornados and elephants, to train its robotaxis. Discover the implications for Western AV deployment.
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Decoding Global EV Shifts: VW’s Tariff Hack, Toyota’s Profit, and the US ‘Buy America’ Showdown
The global EV landscape is in flux: VW secures a China EV tariff exemption in the EU via a price pledge, while the US proposes a strict 100% domestic content rule for EV chargers. Analyze the strategic implications for Western OEMs.
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Ford’s $10B Profit Forecast vs. BYD Sales Surge: Analyzing the Shifting Chinese EV Market
Can Ford’s $8-10B 2026 profit forecast succeed as BYD sales surpass Ford’s, signaling a massive shift in the global EV landscape?
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Xiaomi SU7 Sales Shatter Records: What the First-Gen EV Swan Song Means for Western Auto Markets
Xiaomi’s first-gen SU7 exits with 381k+ sales in under two years, prompting an upgraded successor. Discover what this speed means for Tesla & the Western EV market.