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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Decoding the Great Unbundling: Why EV Disruption Forces Auto Suppliers to Break Up
Global auto suppliers like SKF are spinning off core businesses like SKF Vertevo. Discover why EV disruption forces this ‘Great Unbundling’ for survival.
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NIO’s 2026 EV Offensive: Can the Flagship ES9 Deliver on Profitability?
NIO unveils its 2026 EV roadmap led by the flagship ES9 SUV, directly challenging Western luxury brands. Can this product blitz secure their projected full-year profitability?
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China’s LiDAR Arms Race: Huawei’s New Sensor on AITO M9 Signals ADAS Supremacy in **Chinese EV Tech Leaders**
Is China winning the L3/L4 autonomy race? Huawei’s new 896-channel LiDAR debuting on the AITO M9 sets a new mass-production benchmark, signaling a major shift in Chinese EV tech leadership.
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The 30% Barrier: Can EU ‘Made in Europe’ Mandates Bridge the EV Battery Cost Gap with China?
Can the EU close the 90% EV battery cost gap with China? T&E says ‘Made in Europe’ mandates can cut it to 30% by 2030, treating it as a ‘sovereignty premium’.
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Renesas Taps NXP Veteran: What the New China President Means for Western EV Supply Chains
Renesas appointed an NXP veteran as its new China President. Discover why this move signals a critical pivot to localized decision-making for Western EV supply chain investors.
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EV Export Hotspot: Why Malaysia Topped Indonesia in 2025 Car Sales
Malaysia surprisingly overtook Indonesia to become Southeast Asia’s largest car market in 2025. Discover why this EV sales shift matters to Western investors.