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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The Great Reversal: Why Western Auto Giants Now Need Chinese EV Supply Chain Expertise
Decades of auto supply chain hierarchy are reversing as Western giants mandate core components and speed from Chinese EV suppliers. Analyze the impact of ‘China Speed’ on global OEMs.
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The AI MPV Arms Race: Why XPeng’s 750km X9 BEV Matters for Western EV Buyers
XPeng launches the 2026 X9 BEV on March 2, boasting 750km range, 5C charging, and the powerful Turing AI chip. Discover why this AI MPV matters to Western EV buyers.
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Why Open-Source Safety OS is Key to Mobileye’s L4 Ambitions: Analyzing the Elektrobit Deal
Analyzing the Elektrobit and Mobileye deal: How integrating certified open-source Linux into Mobileye Drive is vital for scaling safe, mass-market L4 autonomous vehicles.
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Xiaomi SU7 Crash Exposes Hidden EV Safety Risks: Are Electronic Doors a Death Trap?
A fatal Xiaomi SU7 crash in Chengdu where the electronic doors locked after a low-voltage failure exposes severe EV safety risks for the industry.
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BMW Doubles Down on China: Why the CATL Battery Pact Signals a Key EV Supply Chain Shift
BMW deepens China strategy by signing a pivotal MoU with CATL to decarbonize the EV battery supply chain. Why this signals a critical shift for Western EV scaling.
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Can BMW Dodge China Tariffs? Inside the EU Minimum Price Negotiations for MINI EVs
Is BMW set to dodge the EU’s steep China EV tariffs? We analyze the critical ‘minimum price’ negotiations for the China-made MINI Cooper and Aceman, and what it means for Western automakers.