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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NIO’s Shanghai Battery R&D Push: Decoding China’s Next-Gen EV Tech Race
NIO establishes a new next-gen battery R&D hub in Shanghai, signaling a deep commitment to solid-state tech beyond 2027. Discover what this means for the EV tech race.
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Huawei’s New 896-Line Lidar Lands: Will Qijing’s Niche Coupe Be China’s Next EV Disruptor?
Qijing, backed by Huawei and GAC, debuts March 17th with a flagship model featuring the world’s highest-spec 896-line LiDAR. Can this niche shooting brake disrupt China’s premium EV market?
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The Great EV Land Grab: Why Chinese Automakers Are Racing to ‘Go West’ Amid Tariff Threats
Chinese EV makers like Li Auto, XPENG, and NIO are aggressively accelerating European expansion, prioritizing deep localization to counter tariffs. Discover the frontrunners and what this means for Western OEMs.
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Volvo EX30 Battery Fire Risk: What the Massive Recall Means for Western EV Confidence
Volvo recalls 40,323 EX30 electric SUVs globally over a high-voltage battery fire risk linked to a supplier defect. See what this means for EV safety confidence.
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China’s EV Battery Supremacy: How CATL and BYD Dominated Global Capacity in 2025
Is the global EV battery market slipping into a Chinese duopoly? 2025 data shows CATL and BYD control over 55% of world capacity, forcing Korean rivals to retreat.
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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.