Paul Jiang, Executive Director, Sales and Customer Care, North Asia, S&P Global Mobility

Presentation highlights:

• What is the biggest challenges for NEV development in China and how will NEV regulations evolve accordingly?
• Can A segment BEV maintain strong traction in mid and long term?
• Is there decisive powershift between domestic OEMs and foreign OEMs thanks to electrifications?
• What is the impact of electrifications on premium penetration?

Huaibin Lin, Manager, China Light Vehicle Sales Forecast, Automotive, S&P Global Mobility

Xu Haidong, Deputy Chief Engineer, CAAM

Presentation highlights:

• Global electrification context
• Topline forecast vs. OEM communications
• BEV Price assessment & segment volume impact
• BEV Positioning trends
• Global sales-based powertrain forecast highlight

Boni Sa, Associate Director, China Automotive Advisory Service, S&P Global Mobility

Hao Hong, Senior Director of Marketing and Brand Management, Economic Operations Department, SAIC Motor

Presentation highlights:

• Overall Strategy & Volume Forecast
• Compliance Analysis & NEV planning
• Technology Development Trend & Benchmarking
• Overseas Strategy & Global Footprint
• A match with S&P Global Mobility Planning Products

Tom Zhang, Sr Regional Operations/SME Specialist, Automotive, S&P Global Mobility

Presentation highlights:

• Autonomy technology application and market trend
• Market analysis on autonomy sensor & chip technology

Owen Chen, Sr. Principal Analyst, Autonomy, Automotive, S&P Global Mobility

Presentation highlights:

• Over the air update market trend
• Big OEM announcements and forecast on connected data revenue
• Paid update and potential business models

Fanni Li, Senior Research Analyst, Automotive Supply Chain & Technology, S&P Global Mobility

The 2020-present global chip shortage is an ongoing crisis in which the demand for semiconductor chips cannot be met by the supply, affecting multiple industries, including automotive, and has led to major price increases, shortfalls in expectations, and queues amongst consumers. The crisis was initially brought about by a confluence of issues such as COVID-19 pandemic, the China-United States trade war, severe weather incidents. The shortage was further aggravated by the causal sequence of material unavailability, extended lead times, sudden cost increments and an unprecedented labor shortage. When will we reach the demand-supply equilibrium? What are the key takeaways for both OEMs and suppliers from this crisis so the episode will not be repeated?

Moderator: Gao Tao, Manager, Great China Light Vehicle Production Forecasting, S&P Global Mobility

Panelists:

• Yang Hong, Founder and Chairman, Shenzhen Hangsheng Electronics
• Chen Gang, General Manager, BYD Semiconductor

Paul Jiang, Executive Director, Sales and Customer Care, North Asia, S&P Global Mobility