NVIDIA & SDVs: Full-Stack Headwinds Vs Physical AI Opportunity
Despite Nvidia's automotive segment being 1% of revenue, it leads China's EV chip market. But in-house silicon, export risk, and XPeng's full-stack...
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Autonomous Driving- Startups Stealing A March On Waymo & GM
Recently, two relatively unknown autonomous driving startups have announced the launch of self-driving taxi pilots, posing an interesting...
188 Views
May China Auto Demand: Weak SAAR Leaves Lingering Headwinds for 2H
Based on CAAM's data release, May SAAR in China came in at 27.5m units (-5.3% MoM, +0.6% YoY), with YTD average SAAR coming in at 28.4m units. ...
258 Views
May U.S. Auto Sales: SAAR Below 17.0m Units, Back to Pre-Hurricane Harvey Levels
May SAAR of 16.9m units came below 17.0m units for the first time since August 2017, just prior to Hurricane Harvey. With Memorial Day weekend...
204 Views
May Global Auto Demand Tracker: EV Versus ICE in Western Europe - Implications for Push Marketing
EU demand growth continues to defy gravity through April and in fact is currently responsible for keeping global demand growth in positive...
258 Views