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This Month


China's EV/AV Market Explosion


Nvidia Accelerates China's Transition From EVs to AVs

AutoX, Robotaxi in China

By Junko Yoshida

What’s at stake?
China achieved dominance in EVs by sewing up the battery supply chain. Will Chinese carmakers also command the global AV market, or will they be beholden to SoC platforms developed by Western semiconductor suppliers? 

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Nio: The Anti-Detroit Hits the Accelerator

Nio premium EVs China Tesla battery swapping

By Bolaji Ojo

[Editor’s note: This is the latest in our series examining China’s ascendant electric vehicle sector. We examine key players, their strategies and how China has come to dominate EV manufacturing, challenging Tesla and leaving established carmakers in the dust.]

What’s at stake?
Nio Inc. aspires to be the “Tesla of China.” While the American carmaker expects customers to sort out electric-vehicle charging, Nio is more hands-on by offering swappable batteries and batteries as a service. Nio and China hope to corner the EV/AV market via a combination of software and services rather than a mere product—no matter how groundbreaking. Will this expansive strategy succeed?

Nio Inc. makes electric vehicles. Just like Ford, GM and their European and Japanese counterparts. But that may be the Chinese manufacturer’s only similarity with Western competitors. Beyond making premium EVs, Nio is also emblematic of an innovative and increasingly high-quality Chinese automotive industry that carries enormous implications for the global automotive market.

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Robotaxis Get Real in China

Baidu Apollo Robotaxi

By Egil Juliussen, PhD

[Editor’s note: This is the third in a series examining China’s ascendant electric vehicle sector. We examine key players, their strategies and how China has come to dominate EV manufacturing, challenging Tesla and leaving established carmakers in the dust.]

What’s at stake?
China is a leader in developing autonomous-vehicle (AV) technologies, with robotaxis as the top AV use case. China is also strong in autonomous trucks, delivery vehicles, buses and vans. Seven leading Chinese companies that provide robotaxi software platforms are poised to begin driverless tests.

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China Is About to Redefine EVs

Nio Battery Swapping

By Junko Yoshida

[Editor’s note: This is the second in a series examining China’s ascendant electric vehicle sector. We examine key players, their strategies and how China has come to dominate EV manufacturing, challenging Tesla and leaving established carmakers in the dust.]

What’s at stake?
China played the long game to develop its domestic EV market and build a national automotive industry in the process. China has already locked up the supply chain for current-generation EV batteries and is changing EV usage patterns and consumer applications on its home turf. How will China’s EV accomplishments affect the still-developing EV market beyond its borders?

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China Owns EV Battery Manufacturing -- For Now

China lithium-ion battery manufacrturing

By George Leopold

[Editor’s note: This is the first in a series examining China’s ascendant electric vehicle sector. We examine key players, their strategies and how China has come to dominate EV manufacturing, challenging Tesla and leaving established carmakers in the dust.]

What’s at stake?
Chinese manufacturers command the global electric-vehicle battery market. Indeed, about three-quarters of the world’s EV batteries are made in China. But competition is fierce, and the search for new battery chemistries based on plentiful materials may chip away at China’s lead.

The opening round of the strategic competition for electric vehicle battery dominance is over: China has won.

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