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
-
Is the Chinese ADAS Industry Moving Beyond L3 to L4?
The Chinese ADAS industry is moving beyond L3 to L4, with companies like Yihang Intelligence expanding into Robotaxi and robotics. Discover why L3 is being skipped and the implications for the future of autonomous driving.
-
Tesla Shanghai Factory Sees 36% Global Delivery Surge in April: What It Means for the EV Market
Tesla’s Shanghai factory saw a 36% surge in global deliveries in April, marking the sixth consecutive month of growth. Discover what this means for the EV market and Tesla’s competitive position.
-
Tesla Shanghai Super Factory Delivers Over 79,000 Vehicles in April, Up 36%
Tesla’s Shanghai Super Factory delivered over 79,000 vehicles in April 2026, a 36% increase from the previous year, highlighting the company’s growing market presence and operational efficiency.
-
Chinese EV Makers Face Regulatory Crackdown Over OTA Locking
Chinese EV makers face regulatory scrutiny over OTA battery locking, with a 273% surge in consumer complaints. The MIIT has warned eight major companies, with three under formal investigation.
-
Jingxi Zhixing’s iDBC1 Braking System Secures $3.08 Billion Deal in Europe and North America
Jingxi Zhixing secures a $3.08 billion deal for its advanced braking systems in Europe and North America, marking a significant breakthrough in the global automotive market.
-
Lucid Motors Reports $1.13 Billion Net Loss in Q1 2026: What It Means for the EV Market
Lucid Motors reported a $1.13 billion net loss in Q1 2026 due to quality issues and recalls. Explore the implications for the EV market and Lucid’s future.
