6 Stories

lidar

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

Changan QiyuanGeely

Changan Qiyuan and Geely Push Smart EV Shift

Changan Qiyuan and Geely have launched two very different answers to China’s fast-changing new-energy vehicle market: an affordable lidar-equipped electric SUV and a new generation of AI-enhanced hybrids. With the Changan Q05 starting at RMB 89,900 and Geely claiming 48.41% thermal efficiency plus 2.22L/100km fuel use for its i-HEV system, both brands are raising the technology bar for mainstream Chinese EV and hybrid buyers.

May 1, 20268 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

XPengSeyond

XPeng, Seyond Signal China EV’s Smarter Next Phase

XPeng, Seyond and China’s latest export data together show how the Chinese EV market is moving beyond price wars into a smarter, more globally diversified phase. XPeng’s 2026 MONA M03 took 10,000 orders in 37 minutes, Seyond posted RMB 1.102 billion in 2025 revenue with first-time positive gross margin, and China’s NEV exports surged in markets such as Brazil, the UK and the UAE.

Apr 5, 202612 min

LeapmotorInfineon

Leapmotor and Infineon Signal China EV Shift

Leapmotor’s new A10 shows how quickly Chinese EV technology is moving downmarket, bringing lidar-equipped advanced driver assistance to the RMB 86,800 price point while the company targets 1 million annual sales in 2026. At the same time, Infineon’s new automotive motor-control SiP highlights the importance of subsystem integration, while Binli Auto’s wage crisis underscores the brutal consolidation underway in the Chinese EV market.

Mar 28, 202610 min

XiaomiXiaomi SU7

Xiaomi SU7 Gets Major 2026 Upgrade and 902km Range

Xiaomi’s 2026 SU7 update brings far more than a facelift, adding standard lidar, 700 TOPS assisted-driving compute, up to 902 km CLTC range, and major safety upgrades including 9 airbags and 2200 MPa door beams. With pre-sales open from RMB 229,900 ahead of an April launch, the revised SU7 shows how fast China’s EV market is shifting toward high-voltage charging, hardware-rich ADAS, and stronger safety credentials.

Mar 14, 20269 min

HuaweiNIO

Huawei and NIO Signal China EV Tech’s Next Leap

Huawei, NIO, and robotics startup MagicLab each delivered a signal about where China’s EV and intelligent-mobility market is heading in 2026. Huawei’s new 896-line dual-optical-path lidar promises longer-range small-object detection, NIO raised over RMB 3.2 billion across battery assets and chips, and MagicLab is reorganizing for scale and a possible IPO—underscoring China’s push into core EV hardware, autonomous driving, batteries, semiconductors, and embodied AI.

Mar 9, 202612 min