Apr 10, 2022Q1 2022 China AV Industry SummaryIn the past month of March, electric vehicle sales with local Chinese automakers hit a new record. Among new generation OEMs, Xpeng remained the top with 15,141 vehicles delivered and Neta jumped to the second with 12,026 delivered. Leapmotor became the new rising star with a recode of 10,059.Self Driving Cars2 min readSelf Driving Cars2 min read
Mar 31, 2022Chinese Startups’ Take on Skateboard ChassisSkateboard chassis, a concept initiated by General Motors back in 2002, got picked up in recent years by automotive companies and startups along with electrification, automation, connectivity, and shared mobility. Skateboard chassis: the ultimate level of synergies The skateboard chassis is strictly speaking a platform for vehicle development that integrates batteries, electric motors, steering, braking, suspension, etc…Self Driving Cars4 min readSelf Driving Cars4 min read
Mar 20, 2022Commercial Vehicles ADAS Market in ChinaIn China, the ADAS equipment ratio on commercial vehicles (including buses and trucks) was 17.3% in 2021 and is expected to reach 59% in 2030. Specifically, forward collision warning (FCW) and lane departure warning (LDW) remained the commonly adopted sub-systems while automatic emergency brake (AEB) started to penetrate the market. …Self Driving Cars3 min readSelf Driving Cars3 min read
Feb 28, 20222021 China LiDAR Market OverviewAudi (VW) initiated the plan to carry a LiDAR in production model’s sensor suite enabling highly automated driving functions back in 2017. However, Chinese automakers are racing to execute the idea. Throughout 2021, there were at least 16 LiDAR-equipped passenger vehicle models introduced by local OEMs in China, which are…Lidar3 min readLidar3 min read
Jan 24, 2022Geely: A Traditional Automaker’s Re-inventionTraditional automakers have been on the edge of their seats as self-driving and electric tech shake up the entire industry landscape. Geely is among many that are struggling to ramp up sales volume and net profit while keeping up with (if not ahead of) the trend. Shifting towards modulation production The traditional automotive platform…Geely5 min readGeely5 min read
Jan 5, 2022Q4 2021 China AV Industry SummaryThere are 26 funding events in the China autonomous driving industry during Q4 2021 summarized in the table below.Self Driving Cars1 min readSelf Driving Cars1 min read
Dec 30, 2021Xiaomi’s Investment Portfolio Mapping out Key EV TechnologiesXiaomi made its name by selling very affordable smartphones with high-end features. The remarkable success can be attributed to a list of unique tactics, one of which was building a supply chain advantage through investment. Xiaomi and its affiliates have stakes in over 400 companies according to an estimate from…Electric Car6 min readElectric Car6 min read
Dec 7, 2021Robotruck Getting too Crowded in China?The robotruck sector is welcoming a couple of new players! Qiangua/Autra.tech (千挂科技) was registered in July as L4 autonomous truck technology provider. It was reported in November with a strategic investment from Xpeng, SF Express and IDG Capital. …Trucking2 min readTrucking2 min read
Nov 30, 2021More “Autonomous Vehicles” at Guangzhou Auto ShowA few months ago, I wrote a piece on the EV models with highly automated driving features from the Shanghai auto show. Now the Auto Guangzhou 2021 just got wrapped up, it’s time to review some new models.Self Driving Cars4 min readSelf Driving Cars4 min read
Nov 17, 2021Neta Auto, a Rising Star?On November 8, the leading battery maker CATL signed a strategic agreement with Neta Auto to collaborate on technology development and battery supply. As part of the deal, CATL will participate in Neta’s Series D2 funding round. …Electric Car5 min readElectric Car5 min read
