1. Tesla faces challenges with declining market share in China and stagnating EV adoption in Europe and the US; 2. The stock is overvalued based on DCF and historical metrics, indicating a potential 33% downside; 3. Regulatory delays and economic uncertainties further weaken short-term growth prospects, justifying a 'Sell' rating.

➀ Tesla's BEV market share dropped from 19% to 17% in the first five months of 2024; ➁ BYD is just one point behind Tesla at 16%; ➂ The BEV portfolio of legacy automakers like Volkswagen and Geely-Volvo stood at 7 and 8 percent, respectively.

1. indie Semiconductors, a pure play automotive semiconductor company, has seen its stock price decline significantly since going public. 2. The company focuses on EVs, autonomous driving, and in-cabin experiences, but faces challenges in the US market. 3. Despite potential growth, indie's financial situation is concerning, with negative operating cash flows and significant debt.

A research team associated with UNIST has developed a wireless charging track system that provides continuous power to moving vehicles. The system uses a wired network to generate a robust magnetic field, allowing vehicles to move freely and eliminates the need for costly ferromagnetic materials. The team has developed algorithms to improve power transfer efficiency, up to 90%, and has conducted safety verifications in line with IEEE and ICNIRP standards.

➀ Li Auto's chairman acknowledged the design issues of their upcoming pure electric vehicle, MEGA, and pledged to address them by 2025. ➁ The company plans to offer over 2000 supercharging stations to users at the time of delivery. ➂ Despite the negative publicity, Li Auto's stock experienced significant drops, and there were reports of large-scale cancellations of orders for MEGA.

➀ Researchers at Oak Ridge National Laboratory have developed a thin polymer film that could enhance the development of solid-state batteries for EVs, offering improved safety and energy density. ➁ The new solid-state electrolytes could potentially double energy storage capacity to 500 watt-hours per kilogram. ➂ The team plans to integrate the film into battery electrodes and collaborate with industry partners to further develop and commercialize the technology.

➀ Researchers at Argonne National Laboratory have developed ultra-stable NMC cathodes with a dual-gradient design, enhancing efficiency and lifespan of lithium-ion batteries. ➁ The new cathodes address traditional limitations by operating at higher voltages without rapid capacity loss. ➂ This innovation paves the way for next-generation electric vehicles and energy storage solutions, with plans to reduce cobalt and nickel usage further.

➀ Q2 EV sales increased by nearly 30% q-o-q and 24.2% y-o-y to 3.769 million units. ➁ Battery EV sales reached 2.328 million units, with Tesla seeing a 4.7% decline in sales y-o-y. ➂ Hybrid EV sales were 1.439 million units, showing a YoY growth of 64.2%.

➀ Researchers at Shanghai University have developed a method for 3D printing structural lithium-ion batteries with customizable shapes and sizes, enhancing energy density and efficiency. ➁ This technology not only benefits electric vehicles but also extends to robotics and logistics, offering a significant step forward in sustainable energy solutions. ➂ The breakthrough leverages material science and scalable fabrication strategies, integrating energy storage materials into robust load-bearing components.

1. A survey by Statista Consumer Insights reveals that lack of infrastructure is a key deterrent for EV buyers in several northern and western European countries. 2. Norway, with a stronger EV infrastructure, shows a lower percentage of respondents (8%) citing infrastructure as a deterrent. 3. In eastern and southern European countries, as well as the US and China, a smaller percentage of respondents are deterred by infrastructure issues.

1. Tesla reported record quarterly revenues and all-time high energy storage deployments in Q2 2024. 2. The company is investing in future projects including AI training and infrastructure for future products. 3. Tesla is on track to deliver a more affordable model in the first half of 2025, emphasizing the importance of autonomy and scale economies.

1. The Technical University of Deggendorf (THD) and partners have unveiled the first prototypes of megawatt charging technology for battery-electric trucks, allowing for rapid charging during legal rest periods. 2. Over 70% of goods in Germany are transported by road, primarily using diesel vehicles, contributing significantly to CO2 emissions. 3. The development of innovative charging solutions is crucial for reducing the need for extensive electrical grid expansion and for transitioning to renewable heavy-duty transport.

1. China and the EU are set to launch consultations regarding the EU's anti-subsidy investigation into Chinese electric vehicles. 2. The investigation could lead to tariffs as high as 48.1% on Chinese EVs. 3. Both sides are seeking a de-escalation of the trade dispute through dialogue and consultations.

1. The article discusses the evolving role of vehicle control units (VCUs) in the automotive industry, focusing on their integration in electric vehicles (EVs) and two-wheelers. 2. It highlights the importance of AUTOSAR in facilitating the development of advanced technologies in EVs, ensuring safety and sustainability. 3. The article also emphasizes the need for adherence to safety standards like ISO 26262 and the classification of systems under ASIL categories for global compliance.

1. Microchip Technology introduces an On-Board Charger (OBC) solution for Battery Electric Vehicles (BEVs) and Plug-in Hybrid Electric Vehicles (PHEVs) using a combination of digital, analog, connectivity, and power devices. 2. The solution includes the dsPIC33C Digital Signal Controller, MCP14C1 isolated SiC gate driver, and mSiC MOSFETs, aiming to enhance system efficiency and reliability. 3. Microchip provides a flexible programmable solution with ready-to-use software modules for Power Factor Correction (PFC), DC-DC conversion, communication, and diagnostics, supporting OEM customization.

1. Samsung has developed a 630V 100nF multi-layer ceramic capacitor (MLCC) in a 1210 size for electric vehicles. 2. The CL32B104KHU6PN is designed for dc-dc converters and on-board chargers in EVs. 3. It features an X7R dielectric and is capable of operating in temperatures from -55 to +125°C.

1. NXP has upgraded its isolated gate drivers for electric vehicles. 2. The new drivers are designed to handle higher voltage levels. 3. NXP is supplying these upgraded drivers to ZF Friedrichshafen.

1. The Li-ion battery market for BEV and PHEV is projected to grow from $97 billion in 2023 to $188 billion by 2029, with an 11.6% CAGR. 2. China dominates the Asian market with a 60% share in Li-ion battery production. 3. The market growth is driven by increasing demand for efficient and reliable battery technology in the automotive industry.