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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China EV Future: CATL & Horizon Deep Dive on ‘Intelligent Chassis’ & ADAS Chips
CATL’s intelligent arm partners with AI chip leader Horizon Robotics to deeply integrate intelligent chassis and ADAS. This signals a major shift in Chinese EV strategy toward full-stack component integration.
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BYD Crushes Tesla 10-to-1 in Australia: What This Means for the Global EV Market
BYD decimated Tesla in Australia’s January 2026 EV sales, outselling them 10-to-1. Discover why this marks a major global shift.
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Honda’s Bold Bet: Why Analog AI Chips Are the Future of Energy-Efficient SDVs
Honda partners with US startup Mythic to co-develop energy-efficient AI SoCs for SDVs, leveraging analog computing to solve next-gen power demands.
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UK EV Market Share Slump: Are Western Electrification Targets at Risk?
The UK EV market share dropped to 20.6% in January 2026, signaling a potential slowdown despite overall market growth. We analyze the ZEV Mandate pressure.
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VW’s China Pivot: Why Volkswagen’s New Global Export Strategy Signals a Major EV Market Shift
Volkswagen is pivoting its strategy from ‘In China, for China’ to ‘In China, for the world,’ exporting Chinese-made EVs and ICE cars globally. Learn why this shift challenges Western auto dominance.
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China’s EV Supply Chain Shakes Up Global Auto: Foxconn R&D and ZF-BMW Stability
Explore why Foxconn’s new EV R&D hub and ZF’s multi-billion euro BMW deal define the trajectory of the global Chinese EV supply chain.