China Electric Vehicle Market Counterpoint

China Q2 EV Sales Almost Doubled YoY, Despite a Weak Quarter

BYD led China’s EV market, followed by Wuling, Tesla, Chery and GAC Group. Top 10 EV models in China accounted for more than 44% of the country’s…

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China Cloud on Tesla’s Q2 2022 Numbers; Fundamentals Remain Strong

Tesla sold more than 254,000 vehicles in Q2 2022, an increase of 27% YoY, which was below general expectations. This was the first time since the…

Tesla Reports Record Revenue in Q1 2022; Rising Raw Material Cost a Challenge

Tesla vehicle deliveries crossed 310,000 units in Q1 2022, a YoY increase of 68%. Revenue reached a record high of $18.8 billion during the……

Impact of inflation on automotive industry Counterpoint

Price Hikes Slow Automotive Industry Recovery

The global automotive industry has been in turmoil since 2020. The industry and its supply chain were initially disrupted by COVID-19, and then by…

Innovation Talk: Powering Up Smartphone Batteries With Features & Material Innovation

Counterpoint Research hosts speakers from DXOMARK, Xiaomi, Qualcomm and Sila Nanotechnologies to discuss the key trends in smartphone batteries. Some…

counterpoint battery podcast with dxomark

Podcast #51: Smartphone Battery – Not all mAh are Created Equal

Smartphones have become a big part of our daily lives. From advanced processing power to vivid high-refresh-rate displays and stunning cameras, there…

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Stellantis Bets Big with €30-billion Investment Plan for EV Business

Stellantis, formed in 2021 after the merger of Italian American automaker Fiat Chrysler and France’s PSA, unveiled its electrification plans on July…

Counterpoint: Tesla Entry in India

Tesla – A Game Changer for India’s EV Industry?

Stagnating electric vehicle (EV) sales in the US have led Tesla to explore overseas markets in Europe and China. But the increasing competition in…

Nio BaaS strategy market analysis

NIO’s Battery-as-a-Service (BaaS) Strategy: A Smart Move

Nio has launched battery as a service (BaaS) under Nio-Power, offering charging and swapping of batteries for EV owners. BaaS users can buy a Nio car…

Counterpoint: Tesla competitive advantages in china market impact

Tesla’s Chinese Foray: Why, What and How

In 2018, Tesla CEO Elon Musk signed an agreement with the Shanghai regional government to set up the first Gigafactory in China. Here we discuss why…

Tesla Q1 2020: Manages to Stay Profitable

Key Highlights Tesla ended Q1 2020 with US$5.1 billion in revenues, up 37.8% from last year. The company earned a small profit of US$16 million,…

Counterpoint Toyota Panasonic EV Battery Partnership

Why is Toyota Partnering with Panasonic to Make EV Batteries?

Background In January 2019, Toyota and Panasonic announced they were forming a joint venture (JV), to manufacture prismatic batteries for electric…

Global Passenger Electric Vehicle Sales Fall 8% in Q3 2019

The top three brands, Tesla, BAIC Group and BYD Auto accounted for 40% of total EV sales during Q3 2019. Subsidy reductions in China continued to…

Tesla Q3 2019: Profits and Progress to Autonomy

Tesla beat Wall Street’s expectations in 3Q 2019, and by some margin. After losing over US$1 billion during 1H 2019, it registered a profit of US$143…

EV Concept

How Competition is Driving Innovation in the EV Battery Market

Electric vehicle (EVs) have emerged as a focal point of realizing eco-friendly policies across the world. Increasingly, automobile OEMs recognize…

Could Germany Reduce Its Auto Industry’s Reliance on Batteries from Asia?

The EU wants to foster home-grown companies to compete with Chinese and Korean competitors and to take battery cell production into its own hands.…