April China Auto Demand: Implied NEV SAAR Reaches Above 1.0m Units for the Second Time
China's passenger vehicle demand of 1.9m units was down 11.7% sequentially but up by 11.2% YoY in April according to CAAM's latest monthly data...
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Autonomous Driving- Baidu, China's National Champion
When it comes to autonomous driving in China, Baidu stands out as the obvious leader. Its role as such was cemented in November 2017 when the...
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Tesla's Indebtedness & Inefficiencies--A Response to Comments on Our Recent Report
We recently published an insight Tesla--Understanding Its Plight Via 8 Charts to which we received some very intelligent comments and questions...
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Tesla--Understanding Its Plight Via 8 Charts
This report is made up of 8 charts that we feel highlight how difficult it is for Tesla to become a profitable mass producer of electric vehicles....
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Autonomous Driving- Intel's Mega-Billions Gamble
Intel's high-profile acquisition of Mobileye for $15.3 billion in 2017 was a clear sign of the company's intention to become a dominant player in...
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