With China intensifying export controls, Japanese companies relying on crucial battery and semiconductor materials manufactured in China are contemplating alternative solutions. They are actively seeking materials sources to achieve supply diversification. TrendForce’s insight: 1. Alternativ...

According to IJWEI's report, Japanese companies heavily reliant on key battery and semiconductor materials manufactured in China are expanding their sources as China intensifies export controls. On October 20th, China announced that certain graphite items, including high-purity, high-strength, an...

This year, BYD, a notable figure in the global automotive market, has recently faced a downturn. The extensive price reductions initiated on November 24th have raised concerns, as it is perceived to contradict the company's earlier commitment to avoid participating in price wars. BYD is now under pr...

On October 26, 2023, Stellantis announced a EUR 1.5 billion investment to acquire approximately 20% of Leapmotor, securing two seats on its board. Additionally, Stellantis and Leapmotor will establish a joint venture named "Leapmotor International" with ownership stakes of 51% and 49%, respectively....

Tesla initiated a price war in the Chinese market this year, forcing local manufacturers to confront the challenge. However, after nearly a year of intense competition, Tesla unexpectedly called a truce, while Chinese manufacturers led by BYD thrived in the fierce price war, turning adversity into o...