Nickel price surge could further increase the cost of electric vehicles and force automakers to cut earnings forecasts.
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Posted inTurf Wars
Li Auto may have controlled its costs in 2020 too well
Li Auto booked its first quarterly net profit in Q4 but investors are worried about underinvestment in products and self-driving technology.
Posted inHeavy Hitters
Drive I/O | Huawei pushes further in EV, rules eased for foreign owners
Huawei burrowed further into the auto industry with the launch of the first vehicle with its homegrown operating system.
Posted inHeavy Hitters
DRIVE I/O | Lidar is hard—but it’s coming soon
While Chinese companies won’t be the first to deliver road-ready lidar systems, they could be the first to do it at a practical price.
Posted inHeavy Hitters
Drive I/O | Key takeaways from Auto Shanghai 2021
Big auto and big tech announced EVs at Auto Shanghai 2021, putting pressure on young EV upstarts.
Posted inThe Numbers
AVs in mirror are farther than they appear
Three years ago funding for AVs was a free for all, but now late-stage startups are getting all the attention as the industry matures.
Posted inHeavy Hitters
A ride in a Baidu self-driving taxi
We took a test drive in Baidu’s robotaxi just as the company ranked highest for disengagements. Where are Baidu’s self-driving cars headed in 2020?
Posted inTurf Wars
Disengagements and the race for self-driving supremacy
Baidu’s reports contain significantly less information about disengagements than its peers, causing industry insiders to raise questions about the quality of the company’s tests.
Posted inOn the Cusp
Covid-19 accelerates adoption of delivery robots
The outbreak has offered makers of delivery robots an unprecedented opportunity to put their technology through its paces.
Posted inOn the Cusp
The Chinese startup battling for robotaxi supremacy
Pony.ai’s goal is to provide consistently comfortable and reliable rides for all rather than monetizing these early technologies.
