2 Stories

Hesai

China EV Supply Chain Shifts: Lidar, Aluminum, India

China’s EV supply chain is shifting fast, with TE Connectivity and partners launching a major aluminum-for-copper push, Innovusion reporting Q2 2026 lidar shipments up 385%, and Webasto preparing a possible 2027 India IPO. Together, these developments show how Chinese EVs are being shaped not just by car brands, but by lightweight materials, autonomous driving sensors, robotics demand, and global manufacturing expansion.

Jul 7, 202611 min

BYDPony.ai

China EVs Face Quality Test as L4 Services Scale

China’s EV industry is expanding fast, but quality pressure is rising just as autonomous driving commercialization accelerates. New industry data shows 227,803 vehicle complaints in 2025, up 31.6% year on year, with NEVs accounting for 44.8%, while Pony.ai and Hesai announced major L4 milestones in robotaxi and unmanned logistics. Together, the updates show that Chinese EVs are entering a new phase where scale alone is not enough—reliability and user trust are becoming decisive.

Mar 13, 202610 min

Hesai

China EV Supply Chain Shifts: Lidar, Aluminum, India

China EVs Face Quality Test as L4 Services Scale

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