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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Geopolitical Risk: Why Middle East Tensions Mean Higher Prices for Your Next EV
Geopolitical turmoil in the Middle East is threatening critical EV supply chains, pushing up aluminum, chip material, and plastic costs. See why your next EV purchase may be more expensive.
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Decoding China’s EV Battery Pivot: Why Exports and Storage are Outpacing Domestic Sales
China’s February EV battery data reveals a pivot: domestic sales slow as exports and energy storage surge 40%+ YoY. Understand this structural shift for global EV strategy.
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Qualcomm-Wayve AI Partnership: The Key to Mass-Market **Chinese EV ADAS**?
The Qualcomm and Wayve partnership integrates E2E AI Driver software onto Snapdragon Ride, signaling a major push for pre-integrated ADAS solutions in the global EV market.
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China’s EV ‘External Heat’ – Why February EV Sales Slump Won’t Stop Global Ambitions
China’s February EV sales slumped 25.4% domestically due to policy shifts & holidays. Discover why this ‘internal cold’ fuels an unprecedented ‘external heat’ through surging global exports.
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China’s ADAS Breakthrough: Geely Clears EU UN R171 Hurdle, Shaking Western Tech Dominance
Geely’s Qianli Haohan G-ASD is the first Chinese ADAS to clear the stringent EU UN R171 standard. This breakthrough signals a seismic shift for Western tech dominance and accelerates China’s entry into the lucrative European market.
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Wayve’s AI Drives Nissan Leaf Robotaxis in Tokyo: A Game-Changer for **Global Robotaxi Deployment**?
Nissan, Uber, and UK startup Wayve are launching a robotaxi pilot in Tokyo by late 2026 using the Nissan LEAF. This marks Uber’s first Japan AV deal and tests Wayve’s scalable AI in a dense market.