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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US Luxury EV Slowdown: Why Lucid Cut 12% of Staff to Chase Profitability
Lucid slashes 12% of its US workforce to boost profitability amid a noticeable slowdown in US luxury EV demand. This highlights a major industry pivot to fiscal discipline.
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China EV 2026: Why Engineering Over Hype Signals Market Maturity
The Chinese EV market in 2026 shifts focus from hype to engineering maturity, prioritizing L3 mass production rollout and solid-state battery pilots amid new mandatory efficiency rules.
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The Great Button Revival: Why **Chinese EV Regulations** Mean More Physical Controls Globally
New Euro NCAP and Chinese EV regulations are forcing automakers to bring back physical buttons for core functions. Discover why this global design pivot impacts US/EU models.
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Chinese EV Power Play: Lantu’s HK IPO Signals Maturity Amid Geely’s Vertical Integration Surge
China’s EV leaders are pivoting: Lantu secures HK IPO approval amidst Geely’s massive in-house battery expansion. Explore what this maturity means for Western markets.
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China Cracks Down on EV Price Wars: What Beijing’s New Rules Mean for Global Auto Markets
Beijing has issued strict new guidelines to end crippling EV price wars, banning sales below cost. Discover what this means for Great Wall, Xiaomi, and global competition.
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Tesla Model Y Dominates Europe While VW Steals EV Brand Crown: Is The Market Shifting?
Did Tesla’s EV dominance end in Europe? While the Model Y remains the best-selling EV model, Volkswagen has overtaken Tesla in overall brand sales, signaling a major market shift.