China EVs & More

• Episode #212 - Stretching Payments & Suppliers Thin, XPeng Turing chips, GM #2 in the US

  In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) and automotive industry in China. They delve into the implications of new payment terms for suppliers, the competitive landscape among Chinese automakers, and the global strategy of BYD. The conversation also touches on the future of internal combustion engines, Tesla's advancements in autonomous driving, and XPeng's AI innovations. Additionally, they address quality control challenges and the regulatory environment affecting the industry.Keywords / Companies:China EVs, automotive industry, payment terms, suppliers, BYD, Tesla, XPeng, quality control, market strategy, electric vehiclesDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify

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• Episode #211 - Surprise! Trump and Elon ≠ BFF, Changan + Dongfeng Merger? JK!, May Sales

  In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on the impact of historical automotive brands like Chrysler, current market challenges in the US, and the implications of recent sales trends. They delve into the fallout from the social media spat between Trump and Elon Musk, the significance of China's rare earth restrictions, and emerging trends in EV technology. The conversation also highlights insights from recent automotive conferences and engages with audience questions about the future of the industry.KeywordsEV, automotive industry, Chrysler, Tesla, Trump, China, rare earths, sales trends, technology, conferencesDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify

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• CEM MAX AutoShanghai2025 Roundtable - Part #1

  Tu and Lei invite Jill Shen, Ethan Robertson and Ed White - three China locals to talk ALL THINGS China EV Inc and, boy did they have a lot to say. So much so that we needed to divide this episode into two parts. This is Part #1. This conversation delves into the recent Shanghai Auto Show, highlighting the evolving landscape of the Chinese electric vehicle (EV) market. The discussion covers regulatory changes impacting safety standards, shifts in marketing focus from technology to safety, and the competitive dynamics between legacy automakers and emerging brands. Key players like Tesla and BYD are analyzed in terms of their market strategies and future challenges, with insights into the global expansion of Chinese EV brands and the implications of geopolitical factors on their growth.KeywordsChina, EVs, Shanghai Auto Show, regulatory changes, safety, Tesla, BYD, automotive industry, electric vehicles, market trendsDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify

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• Episode #210 - The BYD Bullseye, Price War Fallout, and China’s EV Shakeout

  Tu Le and Lei Xing return with a high-voltage episode unpacking the latest chaos in China’s EV market. From BYD’s aggressive price cuts and zero-mileage car controversy to the Xiaomi SU7 saga and Geely’s counterattacks, the battle for dominance is heating up. They also dive into Li Auto’s latest earnings, NIO’s intelligent driving rollout, and XPeng’s momentum in tech and exports.Plus: reflections from Tu’s panel at the Mackinac Policy Conference, GM’s retreat in China, and why Michigan must lead the U.S. into the next era of mobility.🔋 Topics include:BYD’s price war escalation and “Evergrande of autos” accusationChina’s zero-mileage car controversy and export gamesmanshipXiaomi’s rebound with the YU7NIO’s shift from Nvidia to Shenji chipsLi Auto’s strategy with the i-Series and massive charging ambitionsTesla’s tech leadership slide in ChinaGeopolitical headwinds, trade policy, and Michigan’s EV future📌 Companies mentioned:BYD, Geely, Chery, Cadillac, XPeng, Xiaomi, Great Wall Motor, Li Auto, NIO, Tesla, GM, Stellantis, Buick, Chevrolet, Aito, Denza, Yangwang, Fang Cheng Bao, HiPhi, EV Electra, Faraday Future, LG Energy Solution, Car Design Research, Peugeot, CitroënDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify

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• Episode #209 - Xiaomi’s First Crisis Don’t Sleep on 🇨🇳 AV Inc. Updated XPeng P7 Unveiled

  In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on key players like NIO, Xiaomi, and BYD. They explore NIO's recent product launches, the competitive landscape in China's EV market, and the challenges faced by Xiaomi. The conversation also delves into the rise of robotaxis and autonomous vehicles, as well as the strategic moves by GM and Ford in the EV space. The hosts emphasize the importance of consumer sentiment and brand loyalty in this rapidly evolving market, concluding with thoughts on future trends and the overall outlook for the industry.KeywordsEV, NIO, Xiaomi, BYD, Robotaxi, Autonomous Vehicles, GM, Ford, China Automotive Industry, Market TrendsDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify

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