China EVs & More

• CEM MAX AutoShanghai2025 Roundtable - Part #2

  Tu and Lei continue the discussion with Jill Shen - Technode, Ethan Robertson - Wheelsboy, and Ed White - Financial Times and in Part #2, the conversation delves into the complexities of the Chinese automotive market, focusing on international expansion, technology infrastructure, battery innovations, brand strategies, and the impact of global market trends. The speakers discuss the challenges faced by legacy brands and the rise of new brands, highlighting the dynamic nature of the industry and the anticipated vehicle launches that could shape the future of the market.KeywordsEVs, international markets, battery technology, brand strategies, Chinese automotive industry, market dynamics, vehicle launches, consumer insights, technology infrastructure, legacy brandsDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify

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• Episode #215 - June Sales, Baidu Apollo Rental Service, Who’s Coming After the Model Y

  In this episode of China EVs & More, Tu and Lei dive into the latest from China’s fast-moving EV market. They explore the intense price war that’s reshaping the industry, why Tesla’s Model Y remains resilient despite new competition, and the incredible rise of Xiaomi with the SU7.They break down June sales data, BYD’s dominance, new EV and EREV launches, and why foreign automakers like Porsche, BMW, and Mercedes are struggling in China. Plus, they talk about Onvo L90’s high-stakes debut, Xpeng’s EREV strategy, and how cities like Wuhan have become ground zero for robotaxi innovation.Chinese EV & Tech Brands: BYD, NIO, XPeng, Li Auto, Xiaomi, Zeekr, Leapmotor, Chery, Onvo (NIO sub-brand), AutoX, DeepRoute.ai, Baidu (Apollo Go), Car Inc., HengchiForeign Automakers: Tesla, Porsche, BMW, Mercedes-Benz, Volkswagen, MaseratiTech & Mobility Players: MomentaRental/Service Platforms: Car Inc., China Driven (media/content)Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify

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• Episode #213 - L2 > L4, What's Next for Renault, In Anticipation of the Xiaomi YU7

  In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on Tesla's upcoming robotaxi launch, the competitive landscape in China, and the implications of price wars among EV manufacturers. They explore the challenges of transitioning to Level 4 autonomy, Tesla's valuation in comparison to competitors, and the milestones achieved by various EV companies. The conversation also touches on Xiaomi's ambitions in the EV market and Renault's leadership changes, providing insights into the future of the automotive industry.KeywordsEV, Tesla, Robotaxi, Level 4 Autonomy, China, Price War, FSD, Market Dynamics, Xiaomi, RenaultDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts Spotify

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• Episode #214 - Xiaomi YU7 Is a BIG Headache for MANY, the Basics of Ramping Production

  In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) market, focusing on the launch of Xiaomi's YU7 and its implications for competitors like Tesla. They share insights from their experiences with Waymo in Phoenix, analyze production capacities, and explore the dynamics of the EV market, including the rise of robotaxis and the challenges faced by traditional automakers. The conversation highlights the importance of marketing strategies and consumer engagement in the rapidly evolving automotive landscape.KeywordsXiaomi YU7, Tesla, EV market, Waymo, robotaxi, automotive industry, China, electric vehicles, market analysis, mobilityDigital 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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