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China EVs & More

Episode #99 - Lei at CES, Software-Defined isn't accurate, Final 2022 sales numbers

13 Jan 2023

Description

Lei begins the episode with his experience so far at CES including updates on the BMW & Volkswagen unveils and the media events he attended.Tu and Lei speculate that due to the huge number of LiDAR companies in the space, there will be consolidation in the near future. They will not ALL be winners.Tu jumps on his soapbox to complain about how he thinks SDV - software-defined vehicle is a terrible acronym that's being thrown out nowadays to describe the connected vehicle. Tu and Lei close the show with a recap of the final sales numbers for China for 2022. 

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