Direct, hands-on insights from the epicenters of China's automotive revolution.
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.
CALB debuts public data dashboards in the GBA 2026 battery passport pilot, testing carbon footprint tracking ahead of mandatory EU regulations.
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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?
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Geely partners with Google to deploy Android Automotive OS globally, bypassing domestic software limits but creating an expensive dual-stack cockpit reality.
The UK rejects EU tariffs on Chinese EVs, opening a corridor for XPeng to target Ford and Opel by 2030. An analysis of the engineering, cost, and trade realities.
Geely Holding NEV sales reached 1.79 million units through Q3 2026, pushing electrification to 60%. We analyze the margin, supply chain, and tariff realities.
Tinci Materials accelerates its Weda Bay Indonesia electrolyte plant for late 2026, targeting ASEAN demand while confronting US FEOC walls and coal grid ESG traps.
At Paris, He Xiaopeng pitched XPeng AI Engineering as an open platform for global OEMs. We tear down the Turing chip, software margins, and regulatory traps.
Currently based in Shanghai, providing highly critical supply chain stability forecasts and tier-1 supplier strategic insights directly from China's key automotive manufacturing plants.
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