Global EV Market Growth: Why May's 1.8M Sales Prove the 'EV Collapse' Narrative Wrong
Global EV market growth rebounded in May with 1.8M registrations (+3% YoY). Read our expert analysis on why the 'EV collapse' narrative is fundamentally wrong.
Today's Insights
Weekly Analysis
Why the Renault Ampere China Development Center in Hangzhou is a Wake-Up Call for Western OEMs
Renault's new Ampere China Development Center (ACDC) in Hangzhou highlights a critical trend of Western legacy OEMs offshoring EV R&D to China to cut development cycles.
Wolfspeed Gen5 SiC MOSFET: Unlocking Next-Gen 800V EV Efficiency
Wolfspeed launches its fifth-generation (Gen5) SiC MOSFET technology, delivering the industry's lowest on-resistance for advanced 1200V and 750V EV platforms.
XPeng Physical AI: How Chinese Autonomous Driving Is Evolving Beyond Software
Discover how XPeng is pioneering 'Physical AI' in autonomous driving, moving beyond traditional rule-based ADAS to challenge Tesla's software dominance.
The Future of EV Smart Cabins: Ruihua Optoelectronics' $415M Bet on Automotive Smart Dimming Glass
Ruihua Optoelectronics invests $415M in a new Nanjing plant for automotive smart dimming glass, scaling LC technology to disrupt global EV smart cabins.
Decoding the Chinese EV Multi-Brand Strategy: How NIO, XPeng, and Xiaomi Scale to Survive
Discover how Chinese EV startups like NIO, XPeng, Leapmotor, and Xiaomi utilize a multi-brand strategy to drive volume, achieve profitability, and dominate the market.
Weekly Best Views
01
02
03
04
05
Monthly Best Views
01
02
03
04
05
The Analyst
Jungmo Kim
Shanghai Sourcing ProfessionalCurrently based in Shanghai, providing highly critical supply chain stability forecasts and tier-1 supplier strategic insights directly from China's key automotive manufacturing plants.
Full Professional Profile →