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
-
Chinese EV Market Penetration Expected to Reach 62.5% in May 2026
The Chinese EV market is expected to reach a 62.5% penetration rate by May 2026, signaling a significant shift towards electric vehicles. Understand the implications for Western investors.
-
Tesla Renames FSD to Tesla Assist in China: What It Means for the Global ADAS Market
Tesla China has renamed its FSD system to ‘Tesla Assist’ to comply with local regulations. This move reflects a broader trend in the Chinese automotive industry, where companies are adjusting their terminology to ensure clarity and compliance.
-
Chinese EV Makers Surpass 15% Market Share in Europe: A Game-Changer for the Auto Industry
Chinese EV makers have surpassed a 15% market share in Europe, signaling a significant shift in the global auto industry. Learn why this matters for Western investors and automakers.
-
Bosch Secures Major Mercedes Motor Supply Deal: A Boost for EV Components
Bosch secures a major deal to supply electric motors to Mercedes-Benz, while Nvidia reports a 211% increase in net profit. Stellantis and Dongfeng Group deepen their partnership with a new European joint venture.
-
New Kevlar-Based Composite for EV Battery Enclosures: A Game-Changer in Structural and Functional Integration
Researchers at the IMDEA Materials Institute have developed a multifunctional Kevlar-based composite for EV battery enclosures, integrating structural performance with advanced features like strain sensing, EMI shielding, and de-icing.
-
Xiaomi YU7 vs. Tesla Model Y: A Closer Look at the EV Price War
Explore the intense competition between Xiaomi’s YU7 and Tesla’s Model Y in the Chinese EV market. Discover the challenges and opportunities for Xiaomi in this high-stakes battle.
