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 Price of Speed: Why Renault Is Building EV Motors With China’s Shanghai e-Drive
Renault is assembling new EV motors in France using Shanghai e-Drive components to cut costs amid a weak EU market. Explore the implications for Western EV competitiveness.
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Is Your Next EV Ready? Why SK Keyfoundry’s 200V Chip Tech Matters for Power Semiconductor Supply
SK Keyfoundry’s new 200V BCD process targets the high-voltage needs of 48V auto systems & AI, signaling a key step in power semiconductor supply.
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BYD Sales Record: Why Latin America is Now the Global EV Pivot Point
Discover why BYD’s 2025 sales record shows Latin America—led by Mexico and Brazil—is the new global EV pivot point, driven by its flexible PHEV strategy.
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Toyota Solid-State Battery Milestone: Are We Finally Entering the EV Range Revolution?
Is the ‘perfect’ EV battery finally here? Toyota’s timeline for solid-state battery mass production is set for 2027-2028, thanks to supplier Idemitsu building a dedicated electrolyte plant. This could redefine EV range and charging.
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Tesla’s Dry Electrode Breakthrough: Will This Slash EV Battery Costs and Outpace BYD?
Elon Musk confirms mass production of Tesla dry electrode batteries, a major breakthrough set to slash costs, energy use, and factory complexity, directly challenging global EV rivals.
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CATL 5C Battery Breakthrough: Will Ultra-Fast Charging Finally Kill Range Anxiety?
Chinese battery giant CATL just unveiled a 5C ultra-fast charging battery boasting 80% capacity retention after 1,400 high-heat cycles—potentially 840,000 km. Western EV buyers, is range anxiety over?