Debunking the “BYD is the Next Evergrande” Myth: A Look Inside the Numbers of a $79B Debt Scare
Recently, headlines in Western media have been sounding the alarm about a “$79 billion debt pile” at Chinese EV giant BYD, with…
The Smartphone Chip in Your Car? Debunking the Rumors Around the Xiaomi YU7 and the Future of Auto Silicon
A controversial rumor has been swirling through the Chinese auto industry: that Xiaomi’s new YU7 SUV will be powered by a “commercial…
A Tale of Two Chips: A Breakdown of Tesla’s Computing Strategy by Model (2025/2026 Outlook)
As the company that effectively created the modern EV market, Tesla’s every move is scrutinized. One of the most common questions I…
A Name Change or a Tectonic Shift? What Changan Auto’s Restructuring Signals for China’s State-Owned Car Giants
In the fast-moving world of the Chinese auto market, sometimes the most significant shifts aren’t new models or technologies, but subtle changes…
From “Matiz Copycat” to 5 Million Exports: The Inside Story of Chery and the Making of a Chinese Global Auto Giant
As an industry professional who has watched the Chinese auto market for over two decades, few stories are as compelling as that…
The True Cost of the EV Price War: “Dark Factories,” Your Repair Bill, and the Unseen Compromises
“A refrigerator, a massive touchscreen, and self-parking… all the options of a $100,000 car, now in a $30,000 EV?” We are living…
Xiaomi’s YU7 Storm: A Hardcore Love Letter to a Stagnant Chinese Auto Market
From my vantage point here in Shanghai, the term “stagnation” doesn’t quite capture the current state of the Chinese auto market. It’s…
Inside the Heart of the Xiaomi YU7: A Full Supply Chain Teardown (and the Hidden Giants Powering It)
With the launch of Xiaomi’s first SUV, the YU7, just around the corner, the buzz is palpable. Following the wild success of…
Is BYD’s Price War Over? Why the End of Their “Limited-Time Offer” is Not a White Flag
A tremor of speculation has been running through the auto industry recently: is the Chinese EV giant, BYD, finally calling a truce…
Beyond the Hype: A Tier 1 Insider’s Deep Dive into Huawei’s Automotive Strategy at Auto Shanghai 2025
Every two years, the automotive world turns its eyes to Shanghai. But in 2025, it felt different. Walking the floors of the…