6 Stories

GAC Aion

China EV Supply Chain Faces Battery and AI Shift

China’s EV ecosystem is shifting from pure volume competition to a tougher battle over batteries, semiconductors, and AI compute. GAC Aion has doubled warranty coverage to 8 years/300,000 km for some ride-hailing vehicles using CALB 177Ah LFP batteries, Axera has spun off a new AI inference unit after surpassing RMB 1 billion in revenue, and STMicroelectronics reported Q2 revenue of $3.49 billion while lifting its AI data-center targets above $1 billion for 2026. Together, the moves show how Chinese EVs increasingly depend on after-sales trust, domestic chip capability, and resilient supply chains.

Jul 24, 202610 min

BYDXPeng

BYD and XPeng Push China EV Tech Into New Frontiers

BYD, XPeng, GAC, and China’s top autonomous-driving suppliers are pushing the EV industry into a broader AI era. BYD has confirmed humanoid robot development, XPeng says global L3 autonomous driving could start in Q1 2027, and GAC’s May NEV sales jumped 71.64%, underscoring how Chinese EV makers are scaling across vehicles, software, and robotics.

Jun 4, 202611 min

GAC AionHyper

GAC Aion Gains Momentum as China EV Market Heals

GAC Aion and Hyper sold 33,140 vehicles in May 2026, up 23.76% year on year, as the Chinese EV market showed signs of gradual recovery. The bigger story is structural: faster product development, a 79% private-buyer mix, stronger warranty messaging, and a broader ecosystem shift toward robotics and globalization are reshaping how Chinese EV brands compete.

Jun 1, 20269 min

LeapmotorIM Motors

Leapmotor D19 Leads China EV SUV Launch Wave

Leapmotor’s new D19, IM Motors’ LS8, and GAC Aion’s N60 show how quickly China’s EV market is escalating, with 1,280 TOPS computing power, 800V-1,000V architectures, lidar, and up to 680 km CLTC range now central to the sales pitch. But fresh quality-complaint data also suggests the industry’s rapid pace is creating pressure on execution, making reliability and software stability the next major battleground in Chinese EVs.

Apr 17, 202611 min

GAC AionMG EV

Chinese EVs Surge: GAC Aion Deals, MG Boom, EMB Tech Leap

GAC Aion slashes EV ownership costs with 7-year zero-interest financing from Jan 27, 2026, for i60 (1,240km range) and V Home. MG's UK sales explode 27x to 85,000 units in 2025 under Chinese ownership, while Nidec ramps EMB motors to 2.5M/year for faster autonomous braking. These moves cement China's EV prowess in affordability, exports, and tech.

Jan 28, 20264 min

Chinese EVsRobotaxi R2

China's EV Surge: Robotaxi Delivery, Cybertruck Mideast Push, Hydrogen Boom

China's EV scene ignites with GAC Aion-DiDi's Robotaxi R2 delivery (2000+ TOPS L4 autonomy), Tesla Cybertruck's UAE launch ($110K AWD model), and 20 provinces boosting hydrogen in '15th Plans' amid OEM surges like Dongfeng's 400kW stacks. These advances signal full-chain breakthroughs in autonomous driving, global EV expansion, and clean energy diversification. Expect rapid commercialization reshaping worldwide mobility by 2026.

Jan 24, 20264 min