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
-
The 70% Barrier: Decoding the EU’s China EV Threat with New Local Content Rules
The EU proposes a 70% local content rule via the Industrial Accelerator Act for EVs to qualify for subsidies, signaling a major trade pivot against Chinese EV competition.
-
Beyond the Battery: Why ADAS Calibration Tools Like Hella’s Matter to Global EV Growth
Why is ADAS calibration tool innovation crucial? Hella Gutmann’s CSC-Tool PRO launch highlights the growing service gap as high-tech Chinese EVs enter global markets.
-
China EV Europe Sales Surge 80%: Is the Tariff Shield Already Broken?
China EV Europe sales surged 80% in January while the overall market shrank. Analyze why this 80% surge means tariffs may not be enough to stop brands like BYD and Chery.
-
MG Hits 1 Million Sales in Europe: Is This The First True Chinese EV Success Story?
MG Motor shatters records, becoming the first Chinese brand to sell 1M cars in Europe. Analyze the EV success and tariff threat.
-
US Luxury EV Slowdown: Why Lucid Cut 12% of Staff to Chase Profitability
Lucid slashes 12% of its US workforce to boost profitability amid a noticeable slowdown in US luxury EV demand. This highlights a major industry pivot to fiscal discipline.
-
China EV 2026: Why Engineering Over Hype Signals Market Maturity
The Chinese EV market in 2026 shifts focus from hype to engineering maturity, prioritizing L3 mass production rollout and solid-state battery pilots amid new mandatory efficiency rules.