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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Chinese EV Video War: Arm China’s New VPU Promises to Slash Bandwidth in Autonomous Driving
Arm China’s new ‘Linglong’ V560/V760 VPU IP, codenamed ‘Emei,’ promises up to 80% bitrate reduction for EV video data, directly challenging bandwidth limits in autonomous driving systems.
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China’s LiDAR Leader RoboSense Achieves Profit: What This Means for the Global EV & Robotics Race
China’s LiDAR giant RoboSense just posted its first quarterly profit, driven by a massive 2,565% surge in robotics sensor sales. Discover what this means for the global EV and autonomous tech race.
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Mercedes Maybach Chinese AI Integration Signals New Automotive Era
Mercedes Maybach Chinese AI integration with Tsinghua-Zhipu challenges Nvidia’s dominance. What Western investors need to know about automotive multimodal LLMs.
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Chinese EV Market Share February 2026: Chery’s Surge Signals Global Disruption
February 2026 Chinese EV market share reveals Chery’s surge to second place and Leapmotor’s top-10 debut. Analysis for Western investors on the export implications.
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Valeo Texas Factory Central Computing: The $225M Bet Reshaping Automotive Supply Chains
Valeo’s $225M Texas factory will produce central computing units for GM’s next-gen vehicles. Here’s why this Valeo Texas factory central computing investment signals a critical shift for Western automotive supply chains.
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Zoox Robotaxi Expansion Miami Austin: Amazon’s AV Strategy Outpaces Tesla
Amazon’s Zoox robotaxi expansion Miami Austin signals accelerating AV deployment with 350,000 trips logged. Analysis of why this matters for Western investors versus Tesla’s delayed promises.