Urtopia

Chassis Supply Chain's "iPhone Moment": China's Tier 1 Shift as LeeKr Emerges

Over the past decade, China's electric vehicle (EV) industry has evolved from a niche experiment into a leading force in the global automotive landscape. In the first ten months of 2025, China exported over 2 million EVs, nearly double the year-earlier figure. From European city streets to Southeast Asian highways and Latin American urban centers, Chinese EVs have emerged as one of the most prominent symbols of a new era of “Made in China.”

Horizon Robotics Secures JD Logistics Design Win as Journey Chip Shipments Top 15 Million

Horizon Robotics（地平线）said on September 9 that its Journey 6P computing platform has been selected for JD Logistics’（京东物流）sixth-generation Dulang（独狼）Plus L4 autonomous delivery vehicle, extending its automotive chip business into unmanned logistics. The announcement, made at JD’s 2026 Global Tech Explorer Conference, comes as Horizon reports cumulative shipments of more than 15 million chips across its Journey family.

ROX Motor Begins Abu Dhabi Vehicle Production, Expanding Its Middle East Manufacturing Footprint

ROX Motor（极石汽车）announced on September 3 that it had begun vehicle production in Abu Dhabi, with the first three ROX ADAMAS SUVs rolling off the line carrying the “Made in the Emirates” mark. The milestone advances the Chinese automaker’s effort to establish a manufacturing and export base in the Middle East.

Chinese Carmakers’ German Registrations Jump Around 90%, Taking Market Share to Record 8%

Chinese automakers’ new-car registrations in Germany rose around 90% year on year in August 2026, lifting their combined market share from 4.4% to a record 8%, according to EY’s analysis of Federal Motor Transport Authority (KBA) data. The increase highlights their expanding presence in the home market of several of Europe’s largest automotive groups.

Chery Group Surpasses 7 Million Cumulative Vehicle Exports, a First for Chinese Automakers

Chery Group（奇瑞集团）exported 196,984 vehicles in August, up 52.1% year on year, taking its cumulative vehicle exports beyond 7 million units. The company said it is the first Chinese automaker to pass that threshold.