tphuang(@tphuang):China's August sales by automaker (across all their brands). BYD leads w/ 15.2% followed by Geely w/ 11.1%. Chery & Leapmotor are next. It's amazing to see LM climb past ChangAn & FAW VW in China & catch up to Chery. What a meteoric rise since 2024. They've now signed deal w/ FAW also for an alliance. How times have changed. The legacy automakers in China that just aren't nimble at all are forced to do deal w/ upstarts to keep their factories running.

tphuang

@tphuang

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

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tphuang@tphuang

2026.09.19 14:21

China's August sales by automaker (across all their brands). BYD leads w/ 15.2% followed by Geely w/ 11.1%. Chery & Leapmotor are next. It's amazing to see LM climb past ChangAn & FAW VW in China & catch up to Chery. What a meteoric rise since 2024. They've now signed deal w/ FAW also for an alliance. How times have changed. The legacy automakers in China that just aren't nimble at all are forced to do deal w/ upstarts to keep their factories running.

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