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...
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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...
The Sino Auto Insights team
- Oct 10, 2022
- 8 min
Michigan Drops HUGE News, New York Bans Petrol Cars, BYD >200K Milestone - SAI Newsletter 37
What a whirlwind last couple of days. The state of Michigan, where I am currently located, has decided it wants to be a player in the...
The Sino Auto Insights team
- Sep 30, 2022
- 8 min
MOVE America - Austin, Porsche IPOs, NIO & BYD pricing for Europe revealed - SAI Newsletter 36
I am writing this week’s newsletter from Austin, Texas having just finished Day 2 of the MOVE America Conference. What a great town!...
The Sino Auto Insights team
- Sep 23, 2022
- 11 min
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...
The Sino Auto Insights team
- Sep 9, 2022
- 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, 2022
- 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, 2022
- 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, 2022
- 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, 2022
- 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, 2022
- 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, 2022
- 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, 2022
- 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, 2022
- 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,...
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