China EVs & More

In this episode, Tu Le and Lei Xing dive deep into:✅ China’s EV Inflection Point – NEVs now account for over 60% of new car sales in China. What does this mean for global automakers?✅ NIO’s Onvo L90 Launch – Priced under RMB 200K, this family-sized SUV is positioned to challenge Tesla and Li Auto head-on.✅ Li Auto i8 vs. NIO Onvo L90 vs. Tesla Model Y L – Which wins the battle for China’s most competitive segment?✅ BYD Strategy Shift – From aggressive pricing to premium branding and new models.✅ Xiaomi’s EV Momentum – SU7 success and what’s next with YU7 and YU9.✅ Foreign OEM Response – Buick Electra series, Ford’s electric Bronco concept, and BMW’s China strategy.✅ Smart Driving & ADAS – Why Nvidia, Huawei, and Momenta dominate the conversation in intelligent driving.✅ Robotaxi & Autonomy Race – Tesla, Waymo, Pony.ai, and Lucid’s Uber tie-up—who’s ahead?✅ Policy & Trade – How China’s anti-price-war directive and U.S. tariffs on graphite could disrupt supply chains.Companies Mentioned in This EpisodeChinese Automakers & Tech: BYD, NIO (Onvo), Li Auto, XPeng, Xiaomi, Leapmotor, Aito (Huawei), Zeekr, IM Motors, FireflyGlobal Automakers: Tesla, Buick (GM), BMW, FordTech & Mobility: Nvidia, Huawei, Momenta, Waymo, Uber, NuroOthers: Lucid Motors, Rivian, Magna, Pony.ai👉 Subscribe now for expert analysis on EVs, mobility tech, and the companies shaping the future of transportation.Digital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts   Spotify

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

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

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

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

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) and automotive industry in China. They delve into the implications of new payment terms for suppliers, the competitive landscape among Chinese automakers, and the global strategy of BYD. The conversation also touches on the future of internal combustion engines, Tesla's advancements in autonomous driving, and XPeng's AI innovations. Additionally, they address quality control challenges and the regulatory environment affecting the industry.Keywords / Companies:China EVs, automotive industry, payment terms, suppliers, BYD, Tesla, XPeng, quality control, market strategy, electric vehiclesDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts   Spotify

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

Tu and Lei invite Jill Shen, Ethan Robertson and Ed White - three China locals to talk ALL THINGS China EV Inc and, boy did they have a lot to say. So much so that we needed to divide this episode into two parts. This is Part #1. This conversation delves into the recent Shanghai Auto Show, highlighting the evolving landscape of the Chinese electric vehicle (EV) market. The discussion covers regulatory changes impacting safety standards, shifts in marketing focus from technology to safety, and the competitive dynamics between legacy automakers and emerging brands. Key players like Tesla and BYD are analyzed in terms of their market strategies and future challenges, with insights into the global expansion of Chinese EV brands and the implications of geopolitical factors on their growth.KeywordsChina, EVs, Shanghai Auto Show, regulatory changes, safety, Tesla, BYD, automotive industry, electric vehicles, market trendsDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts   Spotify

Tu Le and Lei Xing return with a high-voltage episode unpacking the latest chaos in China’s EV market. From BYD’s aggressive price cuts and zero-mileage car controversy to the Xiaomi SU7 saga and Geely’s counterattacks, the battle for dominance is heating up. They also dive into Li Auto’s latest earnings, NIO’s intelligent driving rollout, and XPeng’s momentum in tech and exports.Plus: reflections from Tu’s panel at the Mackinac Policy Conference, GM’s retreat in China, and why Michigan must lead the U.S. into the next era of mobility.🔋 Topics include:BYD’s price war escalation and “Evergrande of autos” accusationChina’s zero-mileage car controversy and export gamesmanshipXiaomi’s rebound with the YU7NIO’s shift from Nvidia to Shenji chipsLi Auto’s strategy with the i-Series and massive charging ambitionsTesla’s tech leadership slide in ChinaGeopolitical headwinds, trade policy, and Michigan’s EV future📌 Companies mentioned:BYD, Geely, Chery, Cadillac, XPeng, Xiaomi, Great Wall Motor, Li Auto, NIO, Tesla, GM, Stellantis, Buick, Chevrolet, Aito, Denza, Yangwang, Fang Cheng Bao, HiPhi, EV Electra, Faraday Future, LG Energy Solution, Car Design Research, Peugeot, CitroënDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts   Spotify

In this episode, Tu and Lei discuss the latest developments in the electric vehicle (EV) sector, focusing on key players like NIO, Xiaomi, and BYD. They explore NIO's recent product launches, the competitive landscape in China's EV market, and the challenges faced by Xiaomi. The conversation also delves into the rise of robotaxis and autonomous vehicles, as well as the strategic moves by GM and Ford in the EV space. The hosts emphasize the importance of consumer sentiment and brand loyalty in this rapidly evolving market, concluding with thoughts on future trends and the overall outlook for the industry.KeywordsEV, NIO, Xiaomi, BYD, Robotaxi, Autonomous Vehicles, GM, Ford, China Automotive Industry, Market TrendsDigital Disruption with Geoff Nielson Discover how technology is reshaping our lives and livelihoods.Listen on: Apple Podcasts   Spotify