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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.
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Final Week of MOBILIT/E, XPeng Gets Into AVs, NIO Gets Into Phones - SAI Newsletter 7
We are into week #2 of the MOBILIT/E Conference and so far we’ve had some amazing discussions across a number of different topics. I was...
The Sino Auto Insights team
Feb 24, 20229 min read
MOBILIT/E Kicks Off with a Bang, NIO ES7 Announced, Porsche is Crushing in China - SAI Newsletter 6
The MOBILIT/E Conference has kicked off this week and I’d say the first few days have been pretty successful. I had a marathon Tuesday AM...
The Sino Auto Insights team
Feb 17, 20226 min read
Mobilit/e Conference, Hongqi Headed to Japan, Boston Globe Tries FSD - SAI Newsletter 5
AND we’re BACK! It’s always a little weird at the beginning of the year when you celebrate (calendar) New Year’s and then Chinese New...
The Sino Auto Insights team
Feb 11, 202212 min read
Tesla's Tangled China Web, GM Playing Catchup with Ford, Year of the Tiger - SAI Newsletter 4
We will take a 1-week break with the newsletter for Chinese New Year (CNY). As most of you loyal readers know, China will effectively...
The Sino Auto Insights team
Jan 27, 20229 min read
By The Numbers, Mobilit/e Virtual Conference, CATL Swapping - SAI Newsletter 3
We are just over a week away from CNY – Tiger edition and the Beijing Olympics. One of the perks I thought I was going to have for living...
The Sino Auto Insights team
Jan 20, 202211 min read
Tesla 1st to 70K club, VW Chip Shortage Smokescreen, Ferrari Digital Reorg - SAI Newsletter 02
I wanted to clarify one point in my predictions for 2022. BYD getting to 1.4M units in sales of NEVs in 2022 is going to be a stretch....
The Sino Auto Insights team
Jan 12, 202210 min read
My 2022 Predictions, Tesla OWNs 2021, Zeekr x Waymo mashup - SAI Newsletter 01
Here we are – 2022! Happy new year! To those reading this newsletter for the 1st time, WELCOME. To those who’ve been readers for a...
The Sino Auto Insights team
Jan 5, 20226 min read
Happy Holidays! 2021 Year in Review - SAI Newsletter 50
So Xmas week and I’ve not gotten all of my gift shopping done yet! I am also leaning towards giving the newsletter a rest next week so...
The Sino Auto Insights team
Jan 5, 202210 min read
Elon - Person of the Year, Toyota 'All-In' On EVs Now, Daimler + BAIC + Geely - SAI Newsletter 49
We are about 2.5 weeks away from 2022 - What a year it’s been! China has been smashing sales records and a handful of EV makers around...
The Sino Auto Insights team
Dec 15, 20219 min read
Double Dose - Tesla Deep Dives, SW to Define Legacies' Future, Ford + CATL + BYD - SAI Newsletter 48
Not much up top today. It’ll be a busy next couple of weeks likely for most of us as we prepare to ring in the new year. I don’t like too...
The Sino Auto Insights team
Dec 8, 20219 min read
China Ridehailing Victim of Common Prosperity, BYD & Momenta Mashup - SAI Newsletter 47
My family had a terrific Thanksgiving weekend! I was invited over to a friend's for a feast of turkey and prime rib and the company of...
The Sino Auto Insights team
Nov 30, 20219 min read
Hongguang Mini EV in the US (?), Apple Car Fast Tracked, Happy Thanksgiving! - SAI Newsletter 46
First off, to my American readers and a two days early - Happy Thanksgiving! This is where we all get to watch my Lions lose ...again....
The Sino Auto Insights team
Nov 24, 20219 min read
LA & GZ Auto shows, Salon with 4 LiDARs, Plus AI - Hennessy SPAC collapses - SAI Newsletter 45
Quite a busy week as the LA & Guangzhou (GZ) Auto shows bookend the weekend. There’s already been a couple of decent-sized announcements...
The Sino Auto Insights team
Nov 16, 202113 min read
Tesla's Shine Helps China EV Inc, Short Timer - Diess, New XPeng SUV imminent - SAI Newsletter 44
We had a surprisingly early first snow this weekend with the cold turned up a few notches. Beijing isn’t known for its snow, so what...
The Sino Auto Insights team
Nov 9, 20219 min read
NIO October Sales Surprise, China EV Inc Invades the EU, Tesla & the 4680 - SAI Newsletter 43
China September sales have been posted for most OEMs (exception being Tesla) and the one number that stood out came from NIO...
The Sino Auto Insights team
Nov 3, 20218 min read
Hertz Tesla Tom Brady, XPeng's Tech Day, Too Much Tech in EVs, GO GREEN! - SAI Newsletter 42
This week's picture is courtesy of Axios. A lot of big news this week that I’ve linked to below but the biggest when I woke up today was...
The Sino Auto Insights team
Oct 26, 202110 min read
The Walter Mitty of EV Cos, Mach E & Zeekr 001 Get to Job #1, Foxconn Auto ODM - SAI Newsletter 41
Got through that crazy busy week and am back in BJ but will be participating in a few more conferences & discussions before the end of...
The Sino Auto Insights team
Oct 19, 202110 min read
Unmanned Delivery AV Accidents, Spotlight on BYD, Gogoro Enters China - SAI Newsletter 40
We are back at it this week after some R&R (not really for me) for Golden Week. It’s going to be a sprint to the finish line for all...
The Sino Auto Insights team
Oct 14, 202111 min read
September Sales Crushes, China's Own AV Guidelines, Jony Ives Remembers Steve - SAI Newsletter 39
Will be short and sweet this week since it’s Golden Week and we are technically off. Last week I had the pleasure of being a guest on...
The Sino Auto Insights team
Oct 6, 20217 min read
FSD beta 10 Controversy, China Power Shortages, Huawei Selling Cars - SAI Newsletter 38
Some admin stuff up top today since I’d forgotten to mention them in the last couple of newsletters. It’s a chance for me to tell you...
The Sino Auto Insights team
Sep 28, 20219 min read
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