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 SiC Power Module Production Surges as Lipis Breaks Ground on $25M Yangzhou Factory
China SiC power module production is accelerating as Lipis Semiconductor breaks ground on a $25M Yangzhou factory targeting 1.5M units annually by 2027. What this means for Western EV supply chains.
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CALB Annual Report 2025: 148% Profit Surge Signals New Era for Chinese Battery Technology
CALB annual report 2025 reveals 148% profit growth and solid-state battery breakthroughs. Discover how this Chinese battery maker challenges CATL and reshapes global EV supply chains.
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Agentic AI Automotive ADAS: How Autobrains’ Modular Approach Disrupts Tesla and Chinese EV Algorithms
Discover how Autobrains’ Agentic AI is revolutionizing automotive ADAS with modular architecture, challenging Tesla’s end-to-end model and Chinese EV giants. Essential analysis for Western investors.
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NIO Firefly Delivery Milestone: 50,000 Units in 11 Months Threatens European Small EV Dominance
NIO Firefly hit 50,000 deliveries in 11 months. Here’s why this Chinese premium small EV threatens Mini Cooper Electric and Fiat 500e with aggressive pricing and rapid scaling.
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IM Motors LS8 Extended Range SUV: China’s 300,000 RMB Tech Flagship Unveiled
Discover the IM Motors LS8 extended range SUV featuring 1,605km range, 700 TOPS autonomous compute, and semi-solid battery technology. Critical analysis for investors tracking China’s EV disruption.
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The China EV ‘Storage Crunch’: Why AI is Creating the Next Major Automotive Chip Crisis
Is the China EV boom stalling? AI data center demand is cannibalizing automotive memory supply, causing price spikes up to 300% and threatening ADAS rollout. Learn why this is the next major chip crisis.