Survival strategy for Tier 1: If Denso splits its semiconductor business from its electrical equipment business.
Author: Zhu Yulong On June 1st, Japanese automotive Tier1 supplier, Denso, released the “Semiconductor Strategy.”...
How to view the high volumetric energy density products of the rising star Ruipulan Jun Energy?
Author: Zhu Yulong On May 30th of this year, SAIC-GM-Wuling’s “Sekirei Puru 20GWh Power Battery...
STMicroelectronics’ automotive chip business plan.
Author: Zhu Yulong On May 12, 2022, STMicroelectronics announced at its Capital Markets Day that...
NIO Inc. Q1 2022 Performance Communication Key Information.
Author: Zhu Yulong The first quarter earnings conference of NIO reflected many interesting pieces of...
Discussing whether NIO has core technologies from NIO’s intelligent chassis.
Technical Capability of NIO Author: Zhu Yulong There is a question on Zhihu about whether...
Analysis of China’s Passenger Car Retail Data in May
Author: Zhu Yulong Yesterday, we received the latest retail (insured) data on passenger cars, and...
JET EE Architecture of Jidi Automotive
Author: Zhu Yulong Yesterday’s JET concept car at the JET conference attracted a lot of...
The all-new CarPlay showcased at Apple’s WWDC, as well as the future of Apple’s car.
Yesterday at the hottest 2022 Apple WWDC, the automotive sector showcased the new version of...
The status of automotive chips in June 2022.
China EV Supply Chain – observations on auto semis output, and China’s long-term opportunities By...
The binding and collaboration between automobile and chip companies.
Author: Zhu Yulong During this period of research, it is clear that automotive technology is...