The OEM battery technology and sourcing strategies tracker looks at the battery related strategies of the top ten plug-in electric vehicle manufacturers globally. The tracker is based on S&P Global Mobility's High-voltage Battery forecast, updated in February. The tracker covers the OEMs strategy on cathode and anode technology, cell sourcing, cell form factor and regional demand.

This report aims to explain what strategies are being employed by OEMs to exploit the connected services space. It also provides an overview of how connected-car services are evolving and how key mobility stakeholders are placed in this value chain. Traditional automotive OEMs are increasingly shifting focus from purely vehicle manufacturing to recurring revenue streams, such as connected-car services subscription, software-as-a-service (SaaS) and mobility-as-a-service (MaaS). Beyond regular c...

In October 2022, the US announced an expansion of its Foreign Direct Product Rules (FDPR). The policy instrument, first introduced in 1959, came to prominence in 2020 when the US administration used FDPR to disrupt chip supplies to Huawei Technologies. This report examines the ramifications of the FDPR as it applies to semiconductors and the automated driving technologies market.

S&P Global Mobility updated its analysis on the chip shortage with the latest actuals on chip production for the full year 2022 and with the latest data on wafer capacity and CAPEX. The semiconductor supply is more predictable than in 2021, but supply has still not normalized. Automotive is currently benefiting from slowdowns in other markets due to global economic concerns. However lead times continue to be higher than normal for various components. Upward pressure on semiconductor ASPs d...

The developments and scope of newer battery technologies often grab the headlines when the future of transportation electrification is discussed. A longer driving range is seen as one of the most important attributes that will significantly increase the uptake of electric vehicles (EVs). However, what is becoming equally important is how capable a vehicle is in terms of charging. A vehicle’s charging speed and ability to reach a higher power rate are already becoming important factors buyer...

OEMs adopt various strategies around product development, technology selection, and collaboration with other OEMs, tier-1 suppliers, and technology players. To gain a competitive advantage in the market, OEMs also offer branding and package options and standard features that improve the attractiveness of their vehicle and technology product offerings. This report examines the automotive ecosystem, detailing such strategies of major OEMs and the key partnerships within them. Its scope extends ...

The global automotive semiconductor market exceeded USD69.9 billion in 2022 and is anticipated to more than double to reach more than USD148 billion by the end of 2029—a seven-year CAGR of 11%. The reason is that despite a slump in vehicle sales that has accompanied the market for a number of years, semiconductor content per vehicle is increasing faster than ever before as more and more vehicles adopt advanced safety equipment and electrified powertrains. Especially battery-electric vehicles a...

As connectivity continues to redefine mobility, it is also unmistakably driving electric vehicle (EV) adoption and proliferation. In fact, vehicle connectivity and electrification are inextricably linked and complement each other. While the two overlap and reinforce each other, they are also inherently discrete. While connectivity is indispensable to any vehicle today, it would not be wrong to say that EVs cannot survive without it thanks to their higher software content and electronic-orient...

This report analyzes how various light sources such as halogen lamps, xenon lamps, light-emitting diodes (LEDs) are changing and how these changes are helping vehicle manufacturers to offer more advanced lighting systems in their vehicles. The report also explores the next-generation light sources that the automotive industry is considering, which will not only help make new vehicles safer but also look stylish and stand out from competition. Automotive lighting has undergone massive changes ov...

The 2023 Auto Expo's components edition was held from 12-15 January and recorded participation of over 800 companies and 115,000 visitors, while the vehicle show was held from 13-18 January and was attended by 636,743 visitors. Among the major passenger car manufacturers in India, Maruti Suzuki, Hyundai, Kia, Tata Motors, Toyota, BYD, and MG Motor showcased new models and concepts.

Automobiles have always represented freedom and convenience from the time they entered mass production and the century-long evolution of the supporting ecosystem has only made their adoption and usage more intuitive as a mass transport solution. They enable people to drive for hundreds of miles, and within a matter of minutes, they could be refueled, and several hundred more miles of driving can be added to the vehicle’s range. Any permanent alternative to internal combustion engine (ICE) must...

The ADAS production forecast database provides seven-year forward and historical forecast data split by technology, region, and unit volume. This forecast provides a quantitative outlook for 21 ADAS and automated driving applications based on vehicle production region, as well as camera, radar, and lidar sensors on a global basis.

Autonomous driving at SAE Levels 4 and 5 remains a major development objective for the automotive industry. This forecast includes new vehicle sales of all SAE J3016 Levels of Automation (from Level 0 through Level 5) from 2021 through 2034.

The migration to more centralized architectures has started and will accelerate from 2025. While the industry generally agrees on the need to evolve from distributed to centralized architectures to support Software Defined Cars and new business models such as paid updates and OTA, this migration is complex and disruptive. The pace of adoption will differ based on the portfolio of OEMs, ranging from baby steps to giant implementation strides. The E/E Architecture revolution is also disrupting the...

CES 2023 was held in Las Vegas, Nevada, United States from January 5-8, in both in-person and digital formats. The Consumer Technology Association (CTA) reported that CES 2023 saw over 115,000 industry attendees, with over 3200+ companies (including 1,000 startups) exhibiting, making it the largest audited global technology event since early 2020.

The automotive ECU supplier market share database provides an analysis of the market shares of more than 350 automotive electronics system suppliers: Revenue market share of automotive electronics system suppliers for approximately 42 automotive electronics applications (sub-domain) (ECUs, standalone PCB, sensor modules) Key Issues addressed: Who are the big winners and losers in the electronics modules market, and how fast is each company growing and how much have they grown over the p...

The Automotive ECU Database analyzes the automotive electronics market for light passenger vehicles. It provides: Global shipment forecast for approximately 90 automotive electronics applications (ECUs, standalone PCB, sensor modules) Revenue forecast for automotive electronics by domain and application (sub-domains) Key issues addressed: How big is the automotive electronics system/modules market, and how fast will it grow in the next ten years? Impact of domain controllers and evolving a...

As the world shifts towards electric mobility, the importance of “real life” driving range is invaluable. The impact of vehicle thermal management must be considered for a realistic understanding. Different climate control systems have different performances in different climatic conditions. By accessing this database, it is possible to understand how car manufacturers are responding to these challenges and how different strategies affect the available driving range. The S&P Global Cabin ...

The lighting systems regulations and market outlook tracker enlists automotive lighting regulations in key countries/regions and offers our forecasts for major lighting systems in these markets.

This all-in-one report provides a detailed review of Stellantis’s current position, covering its finances, sales performance to date, production forecasts, technology strategies, and plans. In late 2019, former Fiat Chrysler Automobiles (FCA) and Groupe PSA reached a definitive agreement to merge their operations, creating the world’s fourth-largest automotive group by volume and the third largest by revenue. The merged company, later named Stellantis, received approval from the European Co...

The focus on lightweighting in the automotive industry has brought the plastics and composites industry into the limelight. The advancements in these two converging material segments will determine how quickly and efficiently automakers can lower the weight of the vehicle. The push for electric vehicles (EVs) from several nations through mandates to restrict sales of internal combustion engine (ICE) vehicles in the next 10 to 15 years has left automakers scrambling to make their EVs more desirab...

An overview of published global safety-related automotive type approval standards, regulations, and legal acts that impact the design and development of chassis systems, i.e., braking, steering, and tire systems

The S&P Global Mobility automotive simulation report aims to qualify several industry-related questions that have arisen from the surge of CASE (Connected Autonomous, Shared Electric) functional requirements: Who are the dominant players of the automotive simulation market? How will the automotive simulation market change in the next five years? Which function and application will take a lion’s share of the automotive simulation market? What are the drivers and restraints of the automotive...

BIW material competition index tracker essentially tracks the advancements, which are happening with all the primary materials used in manufacturing of the body-in-white (BIW) of a light vehicle. The materials tracked for this index include mild steel; HSS; AHSS; UHSS; GigaPascal steel; Aluminum; Magnesium; SMC; CFRP; Glass Fiber; Natural Fiber; Steel Laminated sheets. It looks at several physical and economic attributes of the materials and award them points for each attribute.

This report provides a detailed review of General Motors’ (GM) current position, covering its finances, sales performance, production forecasts, technology strategies, and future plans. All data and analyses are correct as of October 2022. GM manufactures and sells passenger cars, sport-utility vehicles (SUVs), pickup trucks, and light commercial vehicles under Buick, Cadillac, Chevrolet, and GMC brands. The company also produces engines and other key automotive components and provides a r...

The passive safety systems market outlook and regulations tracker looks into the passive safety regulations in key automotive markets and offers our forecasts for airbags and seat belts in these markets.

The 2022 IHS Markit E-Mobility Consumer Survey asked nearly 8,000 participants around the world questions regarding electric and hybrid vehicles to understand consumer sentiment around electric/hybrid buying decisions, charging preferences, willingness to pay, and general interest in the respective technologies. Results showed most respondents believed that the existing charging infrastructure was insufficient for their charging needs, and the prospect of workplace charging was less impactful on...

Early forecasts of growth in 2022 in the automotive chip market ended up with much higher growth reaching almost $67 billion in 2022 despite a decrease in light vehicle production highlighting inventory building across the semiconductor domain. As we approach 2023, unlike previous years the growth forecast is expected to be lower with geopolitical tensions, demand destruction, and lower inventory building all having an impact. Despite this, the average chip content value for a passenger vehicle ...

Connected cars generate a lot of data, and monetization of this data has become one of the most promising profit pools across the industry. As the traditional automotive players seek to transition from hardware to software-as-a-service (SaaS) and subscription businesses, there are new opportunities to be tapped for OEMs, parts suppliers, data aggregators, insurance companies, technology players, aftermarket companies, infrastructure providers, and even governments. This report explores the gr...

The 2022 IHS Markit E-Mobility Consumer Survey asked nearly 8,000 participants around the world questions regarding electric and hybrid vehicles to understand consumer sentiment around electric/hybrid buying decisions, charging preferences and willingness to pay, and general interest in the respective technologies. Results showed respondents were willing to accept a minimum vehicle range for electric vehicles (EVs) that was less than standard internal combustion engine (ICE) vehicles. Globally, ...

The availability of battery raw materials is becoming a bigger concern for the automotive industry by the day. The primary battery raw materials such as cobalt, nickel, and lithium are expected to face supply constraints as the demand for batteries from electric vehicles (EVs) and energy storage system sectors surge in the coming decades. To create a stable automotive industry in the future and avoid damaging occurrences, such as the microchip supply crisis, there is a need to understand the ...

The Level 4 Autonomous Vehicle Announcement Tracker gives a detailed overview of the public announcements of level 4 autonomous vehicle testing and deployment.

The 2022 IHS Markit E-Mobility Consumer Survey asked nearly 8,000 participants worldwide questions regarding electric and hybrid vehicles to understand consumer sentiment around electric/hybrid buying decisions, charging preferences, and willingness to pay, and general interest in the respective technologies. Results showed a decrease in openness to purchasing an electric or hybrid vehicle among intenders. Results showed respondents found pricing and charging availability as key barriers to purc...

This presentation showcases the evolution of new vehicle E/E architectures, network architectures, and electrical developments. It explores how OEMs will implement these changes over the next 15 years.

In 2009, a combined study by BMW engineers and the Lighting Engineering Group at Germany’s Ilmenau University of Technology revealed that ambient lighting enhances a driver’s perception of a vehicle’s interior. Such lights, offered in a variety of colors and color combinations, intensify space perception enhance perceived quality of materials and design, and contributes to safer driving. Ambient lights also help drivers see various control functions in the cabin better.    The...

The S&P Global Mobility Cybersecurity 2022 Report provides a comprehensive look at the landscape of cybersecurity threats facing the automotive industry. This report contains qualitative and quantitative analysis of cybersecurity product forecasts, market trends, and technological solutions. It contains information and data forecasts for cybersecurity software and services based on yearly cybersecurity-enabled vehicle unit sales and systems in use. What is new in this report? The S&...

This presentation seeks to answer some of the most intriguing questions about the global chip shortage facing the automotive industry today.

The automotive semiconductor supply chain unchained! The Automotive Competitive Analysis Tool reconstructs the automotive semiconductor market by supplier, by device, and by automotive domain for the last 9 years. This unique bottom-up tool analyzes the revenues of the top automotive semiconductor manufacturers, which covers more than 99% of the market. The pivot table format allows users to run queries by company, by semi-component type, by automotive domain, or by all of the above combined. ...

The main drivers for Cockpit Domain Controllers (CDCs) adoption are cost saving and smoother HMI integration with one SoC controlling all displays. This presentation analyses the growing trend of CDCs and the cockpit SoCs managing multiple displays as well as some of the ADAS functions.

The domain controllers for autonomy (ADCs) are being rapidly adopted to enable higher autonomy levels. The presentation highlights the main drivers for ADC adoption which include increasing ADAS and self-driving capabilities,  the requirement for fewer modules and more centralization to reduce latencies, and computing power requirements. 

Seats have been an integral part of a vehicle’s interior from the very beginning. They play a key role in ensuring safety and comfort for drivers and other vehicle occupants. Although the look of automotive seats may appear to have not changed much, they have evolved over the years. Seating suppliers have added several new features in seats that contribute to increased safety and comfort for each occupant. Seats are becoming more intelligent as automakers look beyond ensuring safety and com...

The mainland Chinese semiconductor industry is undergoing radical change to improve self-sufficiency. This report seeks to explore various advancements in automotive chip design, front-end manufacturing, back-end assembly, and testing capabilities of the mainland Chinese semiconductor industry. The report also presents an overview of current and emerging semiconductor suppliers in the region. In the 21st century, advanced semiconductors are key to powering a wide range of potentially transforma...

The pace of electrification has spurred the automotive powertrain semiconductor market revenues where double-digit growth has been forecasted in many semiconductor device categories. This document is an analysis of the major powertrain electronics subsystems and their semiconductor components taking into account propulsion system design (ICE, electric, and hybrid), fuel type, prevailing emission standard, power of electric motor, battery type, and other engine characteristics to develop a foreca...

This report explores how the cockpit experience in electric vehicles (EVs) is getting increasingly digital and less mechanical vis-à-vis the conventional internal combustion engine (ICE) vehicles. EVs generally deploy dashboards that have more digital instrumentation and fewer analog gauges, thanks to their varied information requirements driven by higher levels of connectivity and autonomy, as well as a concerted push for a clean and minimalistic interior design. The report reflects on the ...

The 2022 IHS Markit Connected Car Consumer Survey asked almost 8,000 participants around the world questions regarding vehicle connected services to understand consumer sentiment toward connected features and paid functional updates, feature preferences, as well as their willingness to pay. Results showed respondents were most satisfied with connected services related to navigation and infotainment while safety and security had the lowest. Consumers were least willing to pay for infotainment ser...

The 2022 IHS Markit Connected Car Consumer Survey asked almost 8,000 participants around the world questions regarding vehicle connected services to understand consumer sentiment toward connected features and paid functional updates, feature preferences, as well as their willingness to pay. Results showed respondents most commonly subscribed to maintenance-related connected features and services. More than half had purchased paid functional updates, typically in safety or navigation features. Ov...

This all-in-one report provides a detailed review of the Volkswagen Group’s (VW) current position, covering its finances, sales performance to date, production forecasts, technology strategies, and future plans. Group structure Volkswagen AG is a German public company manufacturing cars, commercial vehicles, and components and providing a range of automotive services, including vehicle finance and car rental. There are three key shareholders, namely (with shareholdings as per 31 December 2...

Developments in the driving assistance and automation feature market over the last few years have driven demands for a new generation of automotive controllers that are able to process, analyze, and communicate increasingly large amounts of complex real-time data rapidly, efficiently, and flawlessly. A progressive electronification of vehicle systems, meanwhile, has led to the penetration of by-wire chassis systems equipped with electronic control units (ECUs) that process information fed fro...

The automotive industry is undergoing a significant transformation, and startups have become one of the biggest enablers of that change. Not only have they supported the OEMs and tier-1 suppliers in this transformation, but they have also been at the forefront of new technology development and have led the industry towards the age of connectivity, autonomous, shared, and electric. Two automotive domains where startups are most active today are battery technology and charging. Advancement in b...

This tracker provides insight into the market for MEMS, magnetic, and other silicon sensors used in the automotive industry, focusing on the key factors driving this market, technological trends, and the status of the organizations in this space.

This tracker report provides a list of past, current, upcoming and proposed exhaust emissions regulations for passenger vehicles in major automotive markets across the globe.

This report seeks to explore software and firmware over-the-air (OTA) update trends and their role as an enabler of higher levels of autonomy. This research encompasses various levels of automation and aims to provide in-depth insights into how the most technologically focused OEMs are participating in the evolution of automation and autonomy and the role of OTA updates in enabling such features. The report also includes an overview of five key OTA players and their main offerings as well as som...

The automotive chip market has shown four years of double-digit growth with the market exceeding $61 billion in 2022. As we approach 2023, geopolitical tensions, automotive chip shortages, and high raw materials costs will all have an impact on new vehicle affordability. Despite this, the average chip content value for a passenger vehicle is still increasing and is expected to exceed $1100 by 2028, with electrification, autonomous driving, and connected cars being the key drivers for growth.

This report aims to identify and access various emerging human-machine interface (HMI) systems and technologies. A qualitative and quantitative analysis for each emerging technology will be provided to establish—a supplier-OEM landscape, the forecast start of production and subsequent volumes throughout the forecast horizon, and the viability of the technology. In light of the emerging nature of the technologies covered in this report, the forecast horizon has been extended to highlight eig...

Automotive lighting systems have always played a critical role in ensuring safer driving. Over the years, automakers have added new lighting functions and features to help drivers safely operate vehicles at night. However, in addition to improving safety, lighting systems have now emerged as an important design tool to create distinctive looks that set vehicles apart from their competitors. Today’s automakers are equipping new vehicles with stylish headlights, taillights, daytime running li...

Additive manufacturing (AM), more popularly known as 3D printing, is one of the key upcoming technologies that is expected to disrupt conventional ways of manufacturing in the automotive industry. It has already found application in motorsports and almost every major automaker is using it for creating prototypes and manufacturing tools. The next phase for 3D printing in the automotive industry is to become a regular feature in series production. The report will take a deep dive into all the d...

This market tracker report provides quantitative software market insights related to in-vehicle infotainment software applications.

The current focus of the global automotive industry is to develop sustainable powertrain technologies with incremental developments to reduce polluting emissions from an automobile. Fuel economy standards have proved their efficacy in the past with observed reduction in pollutants and improved fuel economy. It also emphasizes the need to strictly adhere to Worldwide Harmonized Light Vehicles Test Procedure (WLTP) and real driving emissions (RDE) regulations, which incorporate real-time monitorin...

In recent years, there has been rapid growth in the volume of data flowing in the vehicle as more cameras, radar, and lidar systems provide vast amounts of raw data for processing either at the edge or for a sensor fusion electronic control unit (ECU). Meanwhile, next-generation infotainment systems have become much more sophisticated and exchange larger amounts of data via over-the-air (OTA) updates. As a result, the number of ECUs is increasing to accommodate these changing requirements. Ho...

This report explores the growth and importance of in-vehicle infotainment (IVI) software in the automotive industry. The report primarily focuses on reviewing the many operating systems (OS) and software used by infotainment and telematics modules in today’s cars. The report also mentions hardware systems and related applications but not as the main focus of this report. The report analyzes in detail the growing significance of open-source software and middleware in reducing software time t...

The 2022 Autonomous Driving Consumer Survey asked nearly 8,000 participants around the world questions regarding advanced driver-assistance system (ADAS) features and automated/autonomous driving technology to understand consumer sentiment toward feature desirability, willingness to pay, and general interest in the respective technologies. Results showed respondents find Level 2 and Level 2+ automated features currently on the market most desirable but are most willing to pay extra for the highe...

Autonomous driving is one of the most disruptive technologies in the history of modern vehicles. It has the potential to transform not only how a vehicle will be driven but also utilized in the future while ensuring maximum safety and ride comfort. Autonomous driving will likely also change vehicles’ interiors like never before. The latest report on “How autonomous vehicles will change interiors” analyzes how autonomous driving, especially Level 4 and Level 5 autonomy, will offer automa...

The development of electrohydraulic braking (EHB) systems, with motors used to pressurize hydraulic fluid, has allowed OEMs to accommodate increasingly powerful autonomous braking capabilities in new vehicles equipped with advanced driving assistance functionalities. Recent demands for higher levels of driving autonomy have necessitated that braking system suppliers incorporate new modifications to allow fail-operational braking performance at all times. We expect EHB systems to surge at a ph...

This report provides a detailed review of Rivian’s current position, covering its finances, sales performance to date, production forecasts, technology strategies, and future plans. Company origins and evolution Rivian is a new electric vehicle (EV) company, following in the footsteps of Tesla. Similar with Tesla and other new entrants, such as Lucid and Fisker, Rivian has no legacy of internal combustion engine (ICE) and conventional transmission vehicles and existing production capacity ...

The Autonomy Regulation Tracker gives a comprehensive overview of the national and international regulations governing the testing and deployment of ADAS, automated driving, and autonomous vehicle systems.

OEMs, suppliers, governments, and investors around the world are pouring effort, time, and money into accelerating the adoption of electrified vehicles in the automotive markets, in addition to making these new energy vehicles more efficient, more feature-packed, and safer than ever before. Automobiles have always represented freedom and convenience from the time they entered mass production and the century-long evolution of the supporting ecosystem has only made their adoption and usage more...

Coatings are important components in the smooth functioning of a vehicle and to ensure its long life. Almost every part of a vehicle has some form of coating that plays a certain role. Some of the major coatings that are seen in a car include external and interior paints that are also called appearance coatings, thermal coatings, anticorrosion coatings, and antifriction coatings. With the megatrends of electrification, autonomous driving, and connected cars catching up, the types of coatings ...

This report seeks to explore software and firmware over-the-air (OTA) update trends as they exist today in the automotive industry and are likely to evolve going forward. It provides a perspective on how automotive remote software updates will develop and which segments are the most important. The report provides a detailed understanding on how various market players, like OTA solution providers and automotive OEMs, are collaborating or partnering with embedded electronics companies, IoT plat...

The 2022 Autonomous Driving Consumer Survey asked nearly 8,000 participants around the world questions regarding advanced driver assistance systems (ADAS) features and automated/autonomous driving technology to understand consumer sentiment toward feature desirability, willingness to pay, and general interest in the respective technologies. Results showed respondents find Level 0 and Level 1 ADAS features currently on the market most desirable but are typically less willing to pay extra, al...

Vehicle electrification is one of the most impactful and long-term ongoing trends in the automotive industry. For OEMs to comply with upcoming carbon dioxide (CO2) legislations and regional emissions targets, alternative propulsion vehicles are now firmly in place within OEM product portfolios. Out of the USD1.5-trillion capital expenditure of the energy sector supply chain in 2021, low-carbon power generation represented around 30%. Events such as the ongoing Russian invasion of Ukraine have...

Rising focus on connectivity and autonomous driving, along with electrification is leading to major changes, not only in the way today’s vehicles are designed, developed, and produced, but also in how they are driven and utilized for mobility. These megatrends are impacting all key areas of a vehicle, including its lighting systems. Automakers are introducing new lighting features and functionalities, which not only contribute to safer driving, but also result in better design and styling of t...

The ability to improve the performance and driving range of an electric vehicle (EV) while bringing their cost down to the level of a conventionally powered vehicle is one of the main focus points for automakers around the world. As the proposed bans of internal combustion engine (ICE) vehicles come ever closer in several markets, the automotive industry is racing against time to achieve this goal. While several steps are being undertaken by automakers, the efficiency and performance of a tra...

The 2022 IHS Markit HMI Consumer Survey asked more than 8,000 participants around the world questions regarding in-vehicle human-machine interface (HMI) and overall user experience to understand feature preferences, as well as their willingness to pay. Results showed wireless charging to be the most desired feature when considering their next vehicle but was most often found to be the feature respondents were willing to pay the lowest price point globally. In contrast, rear-seat entertainment wa...

The in-car audio and acoustic experience will likely be a key differentiator in the increasingly connected, electrified, and autonomous vehicles of today and the future. Sound management technologies are rapidly evolving as automakers look to add that X factor in their vehicles while enhancing the overall passenger experience. Consumers today see their vehicles as an extension of their home and personality, and the nuances of that “perfect” audio system are being fully exploited by OEMs w...

The automotive semiconductor supply chain unchained! The Automotive Competitive Analysis Tool reconstructs the automotive semiconductor market by supplier, by device and by automotive domain for the last 9 years. This unique bottom-up tool analyzes the revenues of the top automotive semiconductor manufacturers, which covers more than 99% of the market. The pivot table format allow users to run queries by company, by semi component type, by automotive domain, or all of the above combined. This ...

Technologies for sensing and perception are improving to further develop advanced driver assistance systems (ADAS) and autonomous driving. This report seeks to explore various technologies that are used to enhance the sensing data to expand the vehicle perception and its influence in achieving higher levels of autonomy. It includes a comprehensive analysis of the competitive landscape of major technologies based on the latest innovations. The automotive industry continues to adopt new technolog...

This report provides quantitative software market insights against Advanced Driver Assistance (ADAS) Level zero (L0) applications. The report assesses software development spending against all applicable SAE level software. The report also highlights the key software components’ (software perception stack and sensor fusion software) revenue and forecasted growth up to 2027.

The car chip market exceeded $52 billion in 2022 – a new high-water mark. The chip shortage results in a reset of the automotive semiconductor prices and boosts car chip revenue in 2021 and 2022. The chip content continues to increase in the next 5 years driven by electrification, autonomous driving and connected cars and automotive revenue will double again by 2027. The average chip value in car will top $1000 by 2027.

The 2022 IHS Markit HMI Consumer Survey asked more than 8,000 participants around the world questions regarding in-vehicle human-machine interface (HMI) and overall user experience to understand feature preferences, as well as their willingness to pay. Results showed touch screen and speech recognition to have grown in both awareness and usage globally. While consumers are interested in driver monitoring system features and virtual personal assistants (VPAs), they believe they should come standa...

The requirement to improve mileage ratings thanks to increasingly strict global fuel economy regulations led to the development of the first electric power steering (EPS) system that removed parasitic loads on the engine and instead used a motor integrated coaxially to the steering column to assist in the steering operation. Increasingly strict crash standards led to a progressive increase in vehicle weight that necessitated a larger motor, leading to the penetration of the rack-integrated motor...

Rising traffic in metros and cities was already forcing people to spend more hours commuting before the COVID-19 pandemic hit in 2020. The pandemic forced people to stay at home to protect themselves from the virus; however, the pre-COVID-19 normalcy will likely return as the intensity of the pandemic gradually declines, and more people are vaccinated. A vehicle is becoming the third living space after home and office for many people as they spend more time travelling. Now more than ever, new...

The 2022 IHS Markit Human-Machine Interface (HMI) Consumer Survey asked more than 8,000 participants around the world questions regarding in-vehicle HMI and overall user experience to understand feature preferences, as well as their willingness to pay. Results showed the respondents prefer medium-sized displays in the range of 6–10 inches the most. Heads-up displays (HUDs) continue to maintain strong interest, particularly for windshield projection, although most respondents indicated the avai...

Over the next 10 years, the rapid pace of development in the alternative powertrain domain will flood the automotive industry with varying powertrain options. The market share for internal combustion engine (ICE) vehicles will decline, replaced by alternative powertrain technologies. These technologies, which include mild-hybrid electric vehicles (MHEVs), full hybrid electric vehicles (HEVs), plug-in hybrid electric vehicles (PHEVs), battery-electric vehicles (BEVs), and hydrogen fuel-cell elect...

The transportation sector is one of the main contributors to carbon emissions globally. It has been a focal point for the climate change activists and authorities in their fight for carbon neutrality. The whole idea behind transitioning from internal combustion engine (ICE) vehicles to electric vehicles (EVs) is to minimize the carbon footprint of the transportation segment. While the tailpipe emissions from an all-electric vehicle might be zero, it is not all clean and green when the entire ...

This report provides a detailed understanding of automotive head-up display (HUD) technologies, their types, an in-depth global and regional demand outlook, and insight into the supply chain and core market drivers. Additionally, the report also highlights consumer preferences toward HUDs. HUD is a projection technology or a virtual transparent display of information that does not require users to look away from their usual viewpoints. Critical driving-related information, such as speed, safe...

Onboard computing requirements for enabling automated driving features increase considerably with each level of autonomy. This report seeks to explore various computing trends in the automotive industry and the related changes to the automotive EE architectures. Various computing strategies and collaborations followed by OEMs and automated system providers to enable highly automated driving functions are also discussed in this report. Safety and autonomous driving functions on consumer vehicles...

This report highlights the emerging trend of the Automotive Open System Architecture (AUTOSAR) standard that aims to address the need for more efficient embedded automotive electronics architecture solutions. This report aims to bring a holistic viewpoint on the AUTOSAR trends and additional forces that influence the market for automotive software. For quantitative market insights, including market sizing (revenue and volumes) data, as well as spending analysis on AUTOSAR, see the enclosed Autom...

A word that is used a lot these days in most sectors of the global automotive industry is ‘consolidation’. Bringing together multiple components or making a single component multitask by performing the tasks of multiple parts is seen as a way of lowering power demand, reducing weight, shrinking the amount of space required for installation or integration, and improving the overall system efficiency. In this report, different aspects of the automotive thermal domain are discussed to see ho...

Automakers have been equipping vehicles with headlamps, taillamps, and auxiliary lamps to ensure safer driving, especially at night, for more than 100 years. A vehicle’s headlamps brighten the road ahead to help drivers get clear visibility, while its taillamps help drivers of other vehicles to notice the presence of this vehicle on the road. In addition to headlamps and taillamps, automakers equip vehicles with auxiliary lights, such as turn signal lights, daytime running lights (DRLs), and f...

An in-depth market analysis and forecast of in-vehicle-infotainment operating systems

This report explores the growth and importance of vehicle-to-everything (V2X) communication based on automotive telematics systems. The automotive telematics forecasts from IHS Markit analyze technology deployment, monitor OEM sourcing strategies, and identify specific new business opportunities through a six-year forecast calendar of new programs. The data represents sales forecasts of factory-installed telematics systems in new light vehicles. The technologies, trends, and forecasts of V2X ...

If the automotive sales figures in 2020 and 2021 are anything to go by, electric vehicles (EVs) have finally broken the acceptability barrier and are seen as a viable alternative to conventional internal combustion engine (ICE) vehicles. The shift in mindset will significantly expand demand for EVs henceforth. OEMs are increasing the number of electric models in their portfolio to cater to this growth and are announcing timeframes to go all electric. This anticipated growth for EVs has thrown...

The desire to balance road holding characteristics with ride comfort performance has led to the evolution of suspension shock absorber technology from passive dampers to active ones, eventually leading to the development of semi-active ones. The state-of-the-art semi-active dampers currently available in the market use a combination of electrical/electronic control to vary the damping response of the shock absorber in real-time, enhancing the vertical dynamics felt by the driver/passenger. Th...

OEMs adopt various strategies around product development, technology selection, and collaboration with other OEMs, tier-1 suppliers, and technology players, as well as branding and packaging of options and standard features that improve the attractiveness of their vehicle and technology product offerings to gain a competitive advantage in the market. This report examines the automotive ecosystem, detailing such strategies of major OEMs and the key partnerships within it. Its scope extends fur...

Forced induction, which includes turbocharging and supercharging, was once largely seen only in the domain of high-performance, sophisticated engine configurations. Today, it is a key powertrain component technology for a wide range of vehicle applications and segments. In the past, the most vital design requirement that encouraged the use of forced induction in high-performance vehicles was to increase peak engine performance. Now that this technology has advanced in its integration, control...

As part of the 2022 New Year's Briefing, IHS Markit has compiled a presentation around analysis of its latest automotive semiconductor demand and capacity forecast.

According to the World Health Organisation (WHO), around 1.3 million people die, and 20–50 million people suffer nonfatal injuries every year, because of road traffic accidents globally. Passive safety systems, mainly airbags and seat belts, have played a vital role in reducing the impact of these crashes and saving several hundred thousand lives globally every year. While in recent years automakers have focused more on active safety systems that help prevent accidents from happening, the role...

There is no stopping the steady march of electrification in the automotive industry. OEMs, suppliers, governments, and investors are pouring time, money, and effort into accelerating the adoption of electric vehicles (EVs) in automotive markets across the globe, in addition to making EVs more efficient, more feature-packed and safer than ever before. Automobiles have represented freedom and convenience from the time they entered mass production as they enable hundreds of miles of driving, and...

Selecting the most optimum joining method for the body parts is one of the key decisions OEMs make early on in the manufacturing process to ensure a multimaterial structure. These multi-material body structures are a key solution to reducing the weight of the overall vehicle. Multimaterial components may be a combination of various metals such as different grades of steel, aluminum and steel, aluminum and magnesium, or even be part metal and part polymer composite. This report will look at...

The current chip shortage continues to disrupt auto businesses across the value chain as OEMs (original equipment manufacturers) and their suppliers rush to procure reliable chip sources. The supply-chain disruption must be weathered by both automakers and semiconductor manufacturers by aligning their short- and long-term strategies. This report investigates such strategies adopted by OEMs and semiconductor foundries to estimate a probable timeline for normalized supply chain and deliveries. Th...