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…
A Paradigm Shift from China: Why Li Auto’s Decision to Open-Source Its Entire Vehicle OS is a Bigger Deal Than You Think
In the world of automotive, core vehicle control software has always been the crown jewels—proprietary, closely guarded, and developed behind closed doors….
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…