CHIPs Act tightens screws, Audi's Tough Go in China, BYD Feeling the Price War - SAI Newsletter 12
It’ll be short and sweet this and next week as I head off to NYC/DC for meetings and some R&R with the family. Rumors are really...
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The Sino Auto Insights team
- Mar 15
- 12 min
VW's Big(ger) Bet, BYD & (not) the UK, Nvidia's Importance to China - SAI Newsletter 11
For those wondering, I am a BIG fan of the new-ish Land Rover Defenders but not the 130, which is the long wheelbase version. I think the...
The Sino Auto Insights team
- Mar 7
- 9 min
Tesla's Investor Day, CATL - Source of Pride & Worry, WM Motor Barely Holding On - SAI Newsletter 10
An update on one of last week’s posts about McDonalds continued investment in China. McDonald’s in China is 80% owned by state-owned...
The Sino Auto Insights team
- Feb 28
- 9 min
China Reads Elon's (Re)Tweets, Gen Y DO NOT Like to Drive, US Money into China - SAI Newsletter 9
The Mobile World Congress is this week in Barcelona and I'd originally planned to go but will watch from the sidelines instead. It’s a...
The Sino Auto Insights team
- Feb 21
- 8 min
Tesla Crashes, CATL Discounts Supply Because They Can, Zoox O-fficial L4 Pilot - SAI Newsletter 8
I’ve been pretty terrible about getting the newsletter out consistently at the same time for the last few months and that’s a reflection...
The Sino Auto Insights team
- Feb 15
- 11 min
MOBILITY Conference, Ford & CATL to do the Dance, & Tesla outsells VW in Germany - SAI Newsletter 7
For my American readers – Happy (belated) Valentines Day! It seems that Ford didn’t want GM having all the fun with their announcements...
The Sino Auto Insights team
- Feb 8
- 9 min
Tesla Dethrones Toyota, BYD is the New Toyota, Introducing the L7 - SAI Newsletter 6
For some reason, many in the media are talking about some weather balloon that made its way from China to the US – it’s really dominated...
The Sino Auto Insights team
- Feb 3
- 8 min
China EVs are TAKING OVER, Lotus going public, Tesla DEMAND jumps in China - SAI Newsletter #5
Since it’s been Lunar New Year in China the updates coming out have been slow. A few big pieces of news coming out of the west that I’ve...
The Sino Auto Insights team
- Jan 25
- 7 min
Happy Lunar New Year! BYD Keeps Making Moves, Tough Roads Ahead for US & China - SAI Newsletter #4
Happy New Year everyone! In China, they’re celebrating the Year of the Rabbit while in Vietnam they celebrate the Year of the Cat. If...
The Sino Auto Insights team
- Jan 19
- 7 min
Tesla Slashes Prices in US & EU, BYD Slows its Roll, Didi is BACK - SAI Newsletter 3
What a difference a week makes. My first prediction didn’t take long to come true. A few hours after I pressed send on last week’s...
The Sino Auto Insights team
- Jan 13
- 9 min
My 2023 BIG, BOLD Predictions, Tesla Basic Facts, India Wants to be a Player - SAI Newsletter #2
What a crazy first couple of weeks of 2023! As I flagged in last week’s newsletter, we got another price cut from Tesla which upset...
The Sino Auto Insights team
- Jan 13
- 9 min
Tesla Price Cuts, China Battery Inc #1 (and it's not close), Japan Joins In - SAI Newsletter #01
The first newsletter of 2023 – I’ll take it slowly since I have been busy 2023 business planning but there is SO MUCH to cover! I’ll do a...
The Sino Auto Insights team
- Dec 29, 2022
- 6 min
2022 Year-End Review - SAI Newsletter 46
Since this is the last newsletter of the year, rather than throw up a few headlines from the last week, what I normally have done is look...
The Sino Auto Insights team
- Dec 22, 2022
- 12 min
Elon's Distortion Field Weakening, CATL & Ford Battery Co-Lab, Smaller EVs WINS - SAI Newsletter 45
As the year winds down, we see that Elon’s and by proxy Tesla’s reality distortion field has been showing signs of weakness. He sold...
The Sino Auto Insights team
- Dec 8, 2022
- 9 min
Tesla's New CEO (?), CA Challenges are the US' Challenges, 36% China Take Rate - SAI Newsletter 44
What a turn of events in China! It almost gives you whiplash. It looks like the testing requirement has now been all but abandoned with...
The Sino Auto Insights team
- Dec 1, 2022
- 9 min
New Tesla in 2023, Lordstown gets to Job #1, BMW i3 Needs ¥105K of Help - SAI Newsletter 43
For those wondering, the pic is from a parking lot that had only those two charging stations in the entire lot – looking lonely. Since we...
The Sino Auto Insights team
- Nov 17, 2022
- 11 min
LA Auto show, Driven by Cruise, BYD's 3 Millionth - SAI Newsletter 42
This newsletter is long because I held back last week's in order to get back to Weds delivery. Things didn't feel right with me sending...
The Sino Auto Insights team
- Nov 4, 2022
- 10 min
BeyonCa Emerges, TuSimple Could Be in Trouble, Faraday Drama Exposed - SAI Newsletter 41
I am a broken record but a lot going on this week including a brand/vehicle launch from one of the China automotive sectors #OGs, an AV...
The Sino Auto Insights team
- Oct 21, 2022
- 9 min
Biting chip restrictions, China EV Inc takes Paris, Top 5: Tesla Model Y - SAI Newsletter 39
This week we’ll be short and sweet. Still lots to cover though so let’s just go with it. I was in SF earlier this week – miss that place...
The Sino Auto Insights team
- Oct 14, 2022
- 8 min
VW + Horizon Robotics Mashup, More Chip Restrictions, China EV Inc is Coming - SAI Newsletter 38
Finally getting my schedule right and think we’ll move the newsletter delivery back to Wednesdays starting next week. A lot to get to...
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