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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Volvo EX30 Battery Fire Risk: What the Massive Recall Means for Western EV Confidence
Volvo recalls 40,323 EX30 electric SUVs globally over a high-voltage battery fire risk linked to a supplier defect. See what this means for EV safety confidence.
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China’s EV Battery Supremacy: How CATL and BYD Dominated Global Capacity in 2025
Is the global EV battery market slipping into a Chinese duopoly? 2025 data shows CATL and BYD control over 55% of world capacity, forcing Korean rivals to retreat.
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Decoding the Great Unbundling: Why EV Disruption Forces Auto Suppliers to Break Up
Global auto suppliers like SKF are spinning off core businesses like SKF Vertevo. Discover why EV disruption forces this ‘Great Unbundling’ for survival.
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NIO’s 2026 EV Offensive: Can the Flagship ES9 Deliver on Profitability?
NIO unveils its 2026 EV roadmap led by the flagship ES9 SUV, directly challenging Western luxury brands. Can this product blitz secure their projected full-year profitability?
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China’s LiDAR Arms Race: Huawei’s New Sensor on AITO M9 Signals ADAS Supremacy in **Chinese EV Tech Leaders**
Is China winning the L3/L4 autonomy race? Huawei’s new 896-channel LiDAR debuting on the AITO M9 sets a new mass-production benchmark, signaling a major shift in Chinese EV tech leadership.
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The 30% Barrier: Can EU ‘Made in Europe’ Mandates Bridge the EV Battery Cost Gap with China?
Can the EU close the 90% EV battery cost gap with China? T&E says ‘Made in Europe’ mandates can cut it to 30% by 2030, treating it as a ‘sovereignty premium’.