The Detroit Auto show, Gotion in MI, XPeng's newest EV & special features - SAI Newsletter 35
Where to begin? This newsletter will largely be about last week when Lei came into town and we attended many of the Detroit auto show...
At the Intersection of Technology and Transportation
SAI NEWSLETTER
Get 'In The Know' about what's going on in the Transportation and Mobility sectors across Asia & the US.
Search
The Sino Auto Insights team
- Sep 9
- 8 min
China Pt. 2 Lockdowns, China EVs & More in Detroit, Durant Guild for China - SAI Newsletter 34
Lockdowns are back in Chengdu and Shenzhen. I was told that Shenzhen is supposed to only last a couple of days. But the Chengdu lockdown...
The Sino Auto Insights team
- Sep 9
- 8 min
The Great Chip Restriction, Apple Car already a HIT, ET5's are Shipping - SAI Newsletter #33
August sales numbers are in for many Chinese brands. And a few jaw dropping news events that need unpacking. I’ve been finally able to...
The Sino Auto Insights team
- Sep 9
- 11 min
Back in the US, CA goes petrol free, Aussies Not Happy with BYD - SAI Newsletter 32
We are BACK BABY! Not just the newsletter but SAI is back in the US! Since we last left off two weeks ago, I was to embark on a trip to...
The Sino Auto Insights team
- Aug 11
- 12 min
BYD + Tesla mashup, Baidu Apollo Driverless permits, MGT Positioning at VW Group - SAI Newsletter 31
An interesting next couple of weeks for me. Early next week as many of you may know, I’ll be heading back to the US for the first time in...
The Sino Auto Insights team
- Aug 4
- 10 min
Shenzhen - the New AV Ground Zero, Innoviz + VW deal, NIO's Third Brand - SAI Newsletter - 30
Another interesting week that started with me having another go at the Apollo robotaxi pilot here in Beijing. If you recall, I visited...
The Sino Auto Insights team
- Jul 28
- 11 min
Checking out some EVs, Diess Out of VW Group, China and Chip Fabrication - SAI Newsletter 29
I’ve been a very busy beaver the last week. Friend of Sino Auto Insights and industry insider Mark Rainford dropped into Beijing to try...
The Sino Auto Insights team
- Jul 21
- 12 min
Frank Wu JIDU Auto on MAX, Tesla US Investigations, Stellantis Bails on GAC - SAI Newsletter 28
It seems to be all quiet on the production front which indicates to me that companies are working their butts off to produce batteries...
The Sino Auto Insights team
- Jul 13
- 10 min
Jidu Auto Robo-1 Sneak Peek, Geely's Pickup, Data-centric AI - SAI Newsletter 27
Parts of Shanghai are back in lockdown and there’s real fear that most of the city could go back into at least a two-week lockdown in the...
The Sino Auto Insights team
- Jul 6
- 11 min
Wired - All Things China EV, BYD > Tesla in EV sales, China's chip dilemma - SAI Newsletter 26
It feels like we’ve gone from ‘end of the world’ lockdown and restrictions and in the blink of an eye back to business ‘almost’ as usual,...
The Sino Auto Insights team
- Jun 29
- 11 min
NIO Short report, Polestar goes public in the US, TSMC bigger than Intel - SAI Newsletter 25
Beijing is moving in the right direction this week. The boys are back in school as of Monday - just in time for finals. Most...
The Sino Auto Insights team
- Jun 22
- 9 min
The Li Auto L9 unveiled, Tesla vehicles banned, and BYD Down Under - SAI Newsletter 24
The headline picture is one I took this past weekend while on a bike ride with the family. It’s of the West entrance of the Solana mall...
The Sino Auto Insights team
- Jun 15
- 7 min
Jidu Robo-1 Unveil, BYD Tops VW, Singapore Jumps China for Startup ecosystem - SAI Newsletter 23
…and we are BACK to restrictions. The bar outbreak turned into a huge mess and restaurants around the Sanlitun area have been closed and...
The Sino Auto Insights team
- Jun 8
- 7 min
Tesla & BYD battery collab, Apple CarPlay Drops Like a Brick, Beijing is BACK - SAi Newsletter 22
We are BACK in business. We seemed to have averted a major disaster with a successful containment of Covid here in Beijing. Restaurants...
The Sino Auto Insights team
- Jun 1
- 7 min
Tesla's Diner, Truck bloat fees, Michigan Missing out - SAI Newsletter 21
There are a couple of different holidays going on this week, Children's Day and Dragon Boat festival, so will be short and sweet with...
The Sino Auto Insights team
- May 25
- 13 min
CALB on CATL's heels, Tesla is Tanking, Bosch & WeRide Co-Lab - SAI Newsletter 20
It’s becoming a bit more restrictive now in Beijing. This week our complex banned delivery people from entering our buildings so now all...
The Sino Auto Insights team
- May 19
- 10 min
Shanghai Opens (Slowly), Bageled: Shanghai April Sales, Another Recall for Tesla - SAI Newsletter 19
Beijing seems to be in a holding pattern with regards to Covid, so we are testing every day now. I was told the magic (arbitrary) number...
The Sino Auto Insights team
- May 12
- 11 min
Tesla's Anemic April sales, US Lifting Auto Tariffs (?), (+) Nickel, Lithium - SAI Newsletter 18
Covid positives aren't going down so holding firm here in Beijing (BJ) which means kids and parents still online. Let me also emphasize...
The Sino Auto Insights team
- May 5
- 10 min
Beijing COVID Update, Tesla's Deep China Ties, Yep - Didi Still in Trouble - SAI Newsletter 17
We are just getting back from May holiday, China's Labor day, and there are a few changes to Covid policies here in Beijing. First, there...
The Sino Auto Insights team
- Apr 27
- 9 min
Beijing on Edge, NIO Hits 200K, CATL 1st Battery Swap Partner - SAI Newsletter 16
Here we GO. It looks like Beijing now also has a new, unwelcome visitor that’s causing some panic buying, a spike in the demand for...