22 May What Shanghai Auto Show Means for Us
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17 May Seven Key Takeaways from the 2023 Shanghai Auto Show
by Bill Russo and Lorenzo Song The 20th Shanghai International Automobile Industry Exhibition (referred to as the Shanghai Auto Show) was held from April 18 to 27, 2023. This year's show was themed "Embracing the New Era of the Automobile Industry" and was housed in 12 exhibition...
08 May Seven Key Takeaways from the 2023 Shanghai Auto Show
by Bill Russo and Lorenzo Song The 20th Shanghai International Automobile Industry Exhibition (referred to as the Shanghai Auto Show) was held from April 18 to 27, 2023. This year's show was themed "Embracing the New Era of the Automobile Industry" and was housed in 12 exhibition...
20 Mar What the Reopening of China Means for the Global Auto Industry
By Bill Russo and Howard Chao China abruptly dropped its draconian zero-COVID policies and reopened to the world in December of last year, a complete about-face. The Chinese authorities originally stated (and the world believed) that China would wind down these policies gradually, and the world...
28 Feb The Impact of Technology Shifts on China’s Automotive Aftermarket
By Bill Russo, Twyla Zhang and Benjamin Fan Key Takeaways: China’s automotive market will continue to grow due to an expanding and aging car population. The secular shift to connected, electric and autonomous mobility will change the mix of cars being serviced and will fundamentally alter...
26 Feb Five “Internet of Mobility” Trends from CES 2023
The CES 2023 show featured plenty of exhibitors advancing two of the most compelling technology megatrends of the future, namely sustainability and human security. We scanned for technology trends at CES that enable revenue and profit opportunities in the new "automobility" business model enabled by...
16 Dec State of China’s Auto Market – December 2022
Local brands now sell the majority of vehicles in China Market consolidation looms as the NEV market remains concentrated and is dominated by BYD Comments from Bill Russo, Founder & CEO of Automobility Ltd. Total vehicle retail sales declined 7.7% versus the previous November, and are down 10.8%...
15 Jan 2021 China Auto Year-in-Review
Comments from Bill Russo, Founder & CEO of Automobility Ltd. General Observations In 2021, China passed the inflection point of a secular and generational shift with a corresponding exponential rise of Smart EV technology. Automakers are now reallocating capital plans and investing in electric mobility platforms & technology. The...
16 Dec Tesla vs. Volkswagen in the China EV Market
Comments from Bill Russo, Founder & CEO of Automobility Ltd. The China auto market is experiencing a secular shift to electrification, which we covered in our recent November update titled The Inexorable Rise of Electric Vehicles in China. In this update we highlighted the fact that more...
13 Dec The Inexorable Rise of Electric Vehicles in China
NOVEMBER 2021 UPDATE Comments from Bill Russo, Founder & CEO of Automobility Ltd. Overall automotive industry sales through November remain up 4.5% in China when compared with the same period of 2020, with passenger vehicles up 7.1% and commercial vehicle sales down 5.3%. Through November, ~3 million New...