AI Laser Welding EV Battery Breakthrough: Terra Quantum and Empa Tackle Gigafactory Scrap Rates
Terra Quantum and Empa have launched LP-FNO, an AI model for real-time laser welding control in EV battery lines. Can it conquer gigafactory scrap rates?
Today's Insights
China-EU EV Trade Negotiations: Why Minimum Price Undertakings Mask Structural Profit Crises
China-EU EV trade negotiations reveal a complex push toward minimum price undertakings, masking severe domestic margin pressures and supply chain hurdles.
Read More →
Chinese EV Battery Exports Surge Amid Domestic Saturation and Storage Pivot
September battery data reveals record Chinese EV battery exports and ESS doubling, but severe overcapacity and US/EU trade barriers threaten margins.
Read More →
Weekly Analysis
GAC Hits 300,000 In-House EV Battery Packs: Strategic Triumph or Capital Trap?
GAC's Yinpai Battery rolls out its 300,000th EV pack. An analytical teardown of in-house battery economics, capacity utilization, and Western trade barriers.
China Silicon Carbide EV Semiconductors: Beyond Chip Fabrication to System-Level Parity
China's silicon carbide sector has mastered raw chip fabrication, but closing the gap in 800V automotive system integration reveals key technical and cost hurdles.
Inside the Digital Battery Passport: CALB Tests EU Traceability Rules
CALB debuts public data dashboards in the GBA 2026 battery passport pilot, testing carbon footprint tracking ahead of mandatory EU regulations.
Electro-Mechanical Braking Breakthrough: Why Sensata's Dry Brake-by-Wire Sensors Face a 48V Reality Check
Sensata's mass-market brake force sensors signal the rise of dry electro-mechanical braking (EMB). But can it overcome severe thermal and 48V power hurdles?
Geely Google Android Automotive Partnership: Inside the Dual-Stack Cockpit Pivot
Geely partners with Google to deploy Android Automotive OS globally, bypassing domestic software limits but creating an expensive dual-stack cockpit reality.
Weekly Best Views
01
02
03
04
05
Monthly Best Views
01
02
03
04
05
The Analyst
Jungmo Kim
Shanghai Sourcing ProfessionalCurrently based in Shanghai, providing highly critical supply chain stability forecasts and tier-1 supplier strategic insights directly from China's key automotive manufacturing plants.
Full Professional Profile →