Episode #183 - Unpacking Tesla's We Robot event, Foxconn Seems Serious, No Rest During Golden Week

In this episode of the China EVs & More podcast, Tu Le and Lei Xing provide a comprehensive analysis of recent developments in the global EV and mobility sectors, with a spotlight on Tesla’s “We Robot” event and China’s growing influence in the global EV market. The duo delves into autonomous driving technologies, China’s aggressive EV strategies, and the impact of trade tensions between China and the EU.

Key Topics Covered:

•Tesla’s “We Robot” Event: A breakdown of Tesla’s announcements, including the Cybercab and Robo-van, and their implications for the U.S. and global markets.

•China EV Trends: BYD’s rise as the top automaker in China, surpassing SAIC, and the competitive dynamics during China’s Golden Week sales.

•Global Trade and Policy: Discussion on China’s potential retaliatory tariffs and their impact on the EU and U.S. markets.

•Foxconn’s EV Expansion: Analysis of Foxconn’s new vehicles and their strategies for entering the U.S. market.

This episode blends industry insights with engaging conversations on the future of EVs, autonomy, and geopolitical challenges shaping the auto industry.

List of Mentioned Companies

Automakers:

1.Tesla

2.BYD

3.Xpeng

4.LeapMotor

5.NIO

6.GAC Aion

7.Lynk & Co

8.General Motors (GM)

9.Ford

10.Volkswagen

11.Rivian

12.SAIC

13.Mercedes-Benz

14.BMW

15.Porsche

16.Audi

17.Cadillac

18.Chevrolet

19.Buick

20.Skywell

Suppliers and Technology Companies:

1.Foxconn (Foxtron)

2.CATL

3.Gotion

4.WeLion

5.Electrion

6.Witricity

7.Valeo

Startups and Smaller Firms:

1.Lyten (Sulfur Battery Startup)

2.LiBRIDGE (Battery Advocacy Group)

Others:

1.Uber

2.Cruise

3.Waymo

4.LG Chem

5.Pininfarina (Design Firm)

6.Bloomberg (Media)

7.Reuters (Media)