tphuang(@tphuang):China auto industry relies on 2 players: Alibaba & ByteDance/Volcano Engine Former is the cloud service of choice for Chinese automaker in production, sales & work + going overseas. They have 43% shares in 2026H1. Latter is the Cockpit service of choice for automakers. Doubao is the app of choice of Chinese consumers & it has become the AI of choice for Chinese cars. Volcano Engine won 45% of China mkt in 2026H1. They lead Alibaba Qwen, who is a close #2.

tphuang

@tphuang

My random thoughts on EVs, clean energy, chips, aerospace and other tech. Find more extended pieces at substack

Joined May 2009

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tphuang@tphuang

2026.10.22 23:58

China auto industry relies on 2 players: Alibaba & ByteDance/Volcano Engine Former is the cloud service of choice for Chinese automaker in production, sales & work + going overseas. They have 43% shares in 2026H1. Latter is the Cockpit service of choice for automakers. Doubao is the app of choice of Chinese consumers & it has become the AI of choice for Chinese cars. Volcano Engine won 45% of China mkt in 2026H1. They lead Alibaba Qwen, who is a close #2#.