RoboSense

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.