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...
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SAI NEWSLETTER
Get 'In The Know' about what's going on in the Transportation and Mobility sectors across Asia & the US.
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The Sino Auto Insights team
Jul 6, 202211 min read
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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The Sino Auto Insights team
Jun 29, 202211 min read
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...
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The Sino Auto Insights team
Jun 22, 20229 min read
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...
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The Sino Auto Insights team
Jun 15, 20227 min read
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...
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The Sino Auto Insights team
Jun 8, 20227 min read
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...
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The Sino Auto Insights team
Jun 1, 20227 min read
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...
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The Sino Auto Insights team
May 25, 202213 min read
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...
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The Sino Auto Insights team
May 19, 202210 min read
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...
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The Sino Auto Insights team
May 11, 202211 min read
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...
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The Sino Auto Insights team
May 5, 202210 min read
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...
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The Sino Auto Insights team
Apr 27, 20229 min read
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...
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The Sino Auto Insights team
Apr 20, 202210 min read
Lockdown Update, NIO Beats Germany EV Inc in March Sales, GoTo Indonesia IPO - SAI Newsletter 15
There are still major cities and parts of China on lockdown due to the pandemic, numbers being thrown - >40 cities and >300M either...
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The Sino Auto Insights team
Apr 13, 202210 min read
My Thoughts on the Li One, MIC Model Y - Best Seller, CATL Domination - SAI Newsletter 14
First this week, I wanted to give a more detailed review of the Li Auto Li One. My look will be from these lenses. Technology, design,...
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The Sino Auto Insights team
Apr 6, 20226 min read
Shanghai Lock's Down, Polestar & Hertz - Together, Uber's Superapp - SAI Newsletter 13
Short week so short newsletter. First off, congratulations to Gogoro which went public yesterday via a merger with Poema Global...
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The Sino Auto Insights team
Apr 6, 202211 min read
Shanghai in Lockdown, CATL Heads West, Vinfast Beats China EV Inc - SAI Newsletter 12
Will keep up top short and sweet. Busy week as we head into the Tomb Sweeping holiday weekend where we’ll have next Monday & Tuesday off....
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The Sino Auto Insights team
Mar 23, 202210 min read
Auto Beijing 2022 - Postponed, BerlinGiga Finally Open, 100K XPeng P7's - SAI Newsletter 11
With the restrictions and lockdowns gripping China this was all but inevitable. It is O-fficial – Auto Beijing 2022 is now postponed to...
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The Sino Auto Insights team
Mar 17, 202210 min read
Tesla - Twice as Nice w/ Price Lifts, Didi Motor Co, VW Group Europe Challenges - SAI Newsletter 10
As evidenced by some of the extreme measures that parts of China are taking to contain it, Covid-19, in its many variants is still moving...
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The Sino Auto Insights team
Mar 9, 202210 min read
Ford's BALLER Move, Nickel Prices Climb, NIO ET7 Blowing Up China Twitter - SAI Newsletter 9
OK, this is more like it! Mobility-related news is coming out in more frequency which means we’ve O-fficially turned the corner on the...
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The Sino Auto Insights team
Mar 3, 20228 min read
Battery Tech Progress - Slow & Steady, NIO Swapping Partner, China AV Levels - SAI Newsletter 8
February sales numbers have started to trickle out and most of them are disappointing which would be expected due to CNY effectively...
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