Horizon Robotics' ecosystem partner Pateo Connected Vehicle won a deal from a top Chinese NEV maker to supply premium AI cockpit solutions based on the Horizon Starry chip. The chip can reduce in-vehicle hardware space by ~50%, cut per-vehicle hardware costs by ¥1,500-4,000, and shorten intelligent vehicle R&D delivery from 18 months to 8 months.
36320 days ago
Chinese smart cockpits are reaching global markets alongside vehicle exports. From local voice wake-up in Vietnamese showrooms to Yandex Maps adaptation for Russia, the second half of the technology and ecosystem battle is only beginning.
27821 days ago
NIO, Chery, and Xiaomi announced respective investments of 158 million yuan each in CXMT, China's leading memory chip manufacturer. CXMT's DRAM products are widely used in automotive IVI, ADAS, and other auto electronics. The joint investment reflects the auto industry's high concern for chip supply chain security.
16122 days ago
In 2026, Tesla FSD faces multiple turning points: Musk publicly admitted HW3 cannot achieve unsupervised FSD due to memory bandwidth limitations; FSD shifted from buyout to $99/month subscription; China FSD was approved but faces localization challenges.
51828 days ago
Dongfeng Nissan officially released teaser images for its N-series second SUV model, the NX7, on August 5, 2026. Targeted at younger buyers with a sporty design language, the model is expected to offer both extended-range and pure-electric powertrain variants, serving as a critical product in Dongfeng Nissan's accelerated NEV localization efforts.
46230 days ago
BYD's Camaçari manufacturing complex in Brazil celebrated two milestones on July 16, producing its 100,000th new energy vehicle while expanding its workforce to over 5,500 employees, underscoring the rapid production ramp-up at the site.
48249 days ago
On July 12, BYD (Thailand) announced cumulative NEV deliveries in Thailand surpassed 130,000 units. The plant marks its second anniversary, with 150,000-unit annual capacity, 93% local employees, and 50% localized procurement.
28054 days ago
From July 1, Russia raised scrap tax by 30% and Brazil restored EV import tariffs to 35%. Under dual tariff barriers, Chinese auto exports to Russia fell nearly two-thirds, while Brazil offers CKD low-rate and zero-tariff quotas for localization.
64456 days ago
GigaDevice released its H1 2026 earnings forecast, expecting revenue of approximately 11.5 billion CNY, up 177% year-on-year; attributable net profit is expected to rise 1,099%. The surge is driven by strong recovery in memory chip and MCU demand, as well as rapid growth in automotive electronics business.
43258 days ago
June 2026 data reveals a historic milestone: Chinese passenger car brands have surpassed Japanese manufacturers in European sales volume for the first time. BYD, SAIC MG and Geely Lynk & Co continue to expand market share while Toyota and Honda struggle with slow electrification. Chinese NEVs are accelerating penetration through technology leadership and cost advantages, complemented by local production and KD assembly strategies that effectively navigate tariff barriers.
55162 days ago
Chery Group sold 256,612 vehicles in June 2026 (+9.8% YoY), with exports reaching 191,062 units (+79.7% YoY)—the first time monthly exports exceeded 190,000 and the fourth consecutive month breaking China's auto export record. Chery's export-to-sales ratio has surpassed 73%, the highest among leading domestic automakers. Its dual strategy of "stable domestic, aggressive overseas" provides a replicable globalization path for Chinese automakers.
54363 days ago
Malaysia is tightening EV import policies, imposing 30% tariffs on imported CBU EVs from 2026 and requiring new EV manufacturing projects to export at least 80% of output. BYD, XPeng, and Leapmotor are accelerating local production to adapt.
56265 days ago
EX1000
