The End-to-End Autonomous Driving Divide: Inside China's Fierce Architecture Debate
Inside the bitter architectural clash at the Beijing Auto Summit: Chinese executives divide over end-to-end neural networks, safety limits, and compute costs.
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Weekly Analysis
Infineon's 200mm SiC Wafer Lock-In With Wolfspeed Signals a New Substrate Power Grab
Infineon's 200mm SiC wafer deal with Wolfspeed shifts the EV chip battle upstream to substrate supply, but Wolfspeed's stability and unproven 200mm yields raise strategic questions.
Volkswagen L3 Autonomous Driving Shift: Inside Wolfsburg's High-Stakes Bet on Chinese R&D
Volkswagen accelerates its pivot to Chinese R&D, targeting commercial Level 3 autonomous driving by 2027. We analyze the engineering and geopolitical realities.
The Export Variant Is a Different Car: AITO's Huawei-to-Bosch Switch and the Supplier Content It Reopens
AITO's overseas M6, M7, M8 and M9 will carry Bosch's full ADAS, cockpit and chassis stack instead of Huawei's, with highway NOA due in September 2027. The swap is a compliance decision, and it resets supplier selection for every regulated system on the car.
Changan European Expansion: Inside the State-Owned Giant's High-Stakes Bet on Localized EV Ecosystems
Inside Changan Automobile's European EV expansion: An analytical teardown of Deepal and Avatr, navigating EU countervailing duties, and the cost of localization.
Chery's Malaysian Axle Recall: A Welded Torsion Beam, a Suspended Type Approval, and the Export Quality Bill
A 2023 OMODA 5 lost its rear axle in Johor Bahru, Malaysia suspended the model's type approval, and Chery recalled 8,878 cars. The second axle failure in thirty months is a process story, not a design story.
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The Analyst
Jungmo Kim
Shanghai Sourcing ProfessionalCurrently based in Shanghai, providing highly critical supply chain stability forecasts and tier-1 supplier strategic insights directly from China's key automotive manufacturing plants.
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