Michael Dunne charts China’s automotive ascendance

Jan 7, 2024

Michael Dunne, an expert on Asia's automakers and CEO of Dunne Insights, discusses China's dominance in the automotive industry, the rise of Chinese automakers, and the fear traditional automakers should have of BYD. He also highlights China's control over battery materials and technology for EVs and Tesla's use of blade batteries. The chapter touches on software-defined vehicles, rising car prices, and Chinese automakers' potential strategy in the lower-end market.

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Introduction

00:00 • 2min

Advancements in Software-Defined Vehicles and Charging Infrastructure

01:59 • 3min

The Rise of Chinese Automakers and the Fear of BYD

05:13 • 2min

China's Rise in the Automotive Industry and its Impact on American Automakers

07:39 • 14min

China's Dominance in the Battery Materials and Technology Supply Chain

21:33 • 5min

Tesla's Use of Blade Batteries and Software-Defined Vehicles

26:33 • 10min

Rising Car Prices, Chinese Automakers' Strategy, and University of Michigan Football

36:49 • 4min