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Is the automotive industry facing another chip crisis? Nexperia's control shift raises questions
On Oct. 13, the Dutch government took control of Nexperia, a semiconductor manufacturer owned by mainland China's Wingtech.. This intervention aims to safeguard critical technological capabilities in the Netherlands and Europe, as approximately 80% of Nexperia's production capacity is based in mainland China, raising alarms about potential supply chain disruptions in the automotive industry. Who is exposed? While German original equipment manufacturers have been the first to raise the alar...
Dutch move on Nexperia triggers nervousness among auto suppliers and OEMs
On Monday, Oct. 13, the Dutch government took a decisive step to assume control of Nexperia, the Nijmegen-based semiconductor manufacturer owned by mainland China’s Wingtech. Officials described the intervention as “highly exceptional,” citing governance shortcomings, national security risks and the need to safeguard critical technological capabilities for the Netherlands and Europe. Nexperia, headquartered in Nijmegen, the Netherlands, has been owned by Wingtech since 2018. Wingtech is...
The future of lidar in autonomous mobility — interview with RoboSense
Light detection and ranging (lidar) technology is quickly redefining what is possible in autonomous driving and robotics, offering a powerful new way to map the world. By sending out laser pulses and measuring how long they take to bounce back, lidar builds high-resolution, 3D models of its surroundings — vital data that helps vehicles and robots see, understand and move through the world safely. In recent years, the technology has made huge strides. The development of proprietary lidar chi...
Investments in EV charging infrastructure under pressure as EV adoption slows
The electric vehicle charging infrastructure market is undergoing a transformative phase, driven by the adoption of EVs worldwide. However, the slowdown in EV sales has had a noticeable impact on investments in EV charging infrastructure. As demand growth moderates, investors and developers are exercising increased caution, leading to a reassessment of expansion timelines and funding allocations. Slower EV adoption has delayed expansion plans for many charging networks, shifting the focus fro...
Strategic shift: Impact of exclusion from mainland China’s 15th Five-Year Plan on the EV industry
Mainland China’s electric vehicle industry has experienced remarkable growth over the past decade, backed by aggressive government policies supporting new-energy vehicles (NEVs), including battery-electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs) and fuel cell vehicles (FCVs). However, in the past two years, mainland China’s policy approach has evolved due to emerging challenges, such as oversupply, fierce domestic competition and a maturing market. Mainland China has dro...
Qualcomm's insights on the future of ADAS and cockpits
The automotive landscape is changing, influenced by technological advancements, and shifting consumer preferences across different regions. In the cockpit market, mainland China is focusing on rapid innovation and AI integration to improve in-vehicle experiences. European consumers prioritize safety, convenience and sustainability, while US consumers emphasize entertainment and personalization along with safety. These regional differences lead original equipment manufacturers to adapt their c...
Interior insight: Honda Civic
In an era where automotive interiors increasingly double as digital showcases, the Honda Civic takes a more measured path. This restrained yet functional approach signals Honda’s continued commitment to usability, durability and real-world practicality over tech theatrics. Now in its 11th generation, it remains a benchmark in the compact hatchback segment — not through revolution, but through refinement. With hybrid drivetrains now mainstream and user expectations escalating, its cabin is...
The Battery Show North America 2025: Driving the future of battery and EV innovation
The Battery Show North America 2025, which was held in Detroit in early October, turned out to be an essential platform to witness innovative solutions and advancements in battery manufacturing, electric vehicle powertrains and thermal solutions, and energy storage technologies. Along with a focus on cell technology, the focus at the Battery Show North America was also around the peripheral technologies, including battery manufacturing solutions, advanced material battery components and thermal ...
How VW leverages next-generation software stacks to converge group platforms and E/E architecture
The Volkswagen group is going hard on software, which is now considered a core competency for the German automaker. The company is shifting from hardware-first development to “vehicle development starting from software”—meaning that the software stack drives hardware architecture, features and lifecycle of vehicles. The company places strong emphasis on in-house software development and governance—increasing the share of software developed internally to strengthen IP, reduce supplier rel...
How Trump’s recently passed budget bill will impact US’ EV battery supply chain
On July 4, US President Donald Trump signed a new federal budget, also called the One Big Beautiful Bill Act, into law. Key priorities include cutting government spending to address the increasing national debt and lowering energy costs through significantly enhancing domestic oil production. The recently passed bill signals a policy shift that claims to support domestic electric vehicle production and battery supply chains but introduces uncertainty around how these goals will be achieved. T...
Interior Insight: Honda ZR-V
Honda ZR-V enters the crowded sport utility vehicle (SUV) market with a hybrid-only powertrain, Civic-based architecture and a clear emphasis on agile handling over sheer practicality. Sitting between the HR-V and CR-V, it targets buyers looking for premium touches without crossing into luxury-brand territory. This review continues our series exploring in-car tech and materials. Materials and finish Honda has made a perceptible quality uplift compared to previous models and even the Civic ...
Momenta's insights on ADAS and robo-taxi development
The evolution of intelligent driving technology is entering a pivotal stage, marked by the large-scale deployment of high-level advanced driver assistance systems (Level 2++) and the engineering maturation of Level 4 autonomous driving. Rather than viewing assisted and autonomous driving as separate tracks, Momenta sees them as two stages of the same technological continuum — connected by data, software architecture and safety validation frameworks. Momenta’s approach embodies this transi...
Are automotive software companies embracing regionalized development strategies?
The SDV market is laying the groundwork for vehicles that are not only smarter but more responsive to the demands of today’s consumers. However, this shift is not just about keeping pace with consumer demands, it is also about fundamentally changing how automakers approach vehicle design and functionality, and consequently, their software strategies. SDVs are also rewriting the rules for how automakers and suppliers work together. The old original equipment manufacturer (OEM)-supplier model...
Key trends in software-defined vehicles: Insights from Neusoft
Software-defined vehicles (SDVs) are reshaping the automotive industry, marking a shift where software — not hardware — is at the core of vehicle innovation. Unlike traditional vehicles that depend largely on mechanical and electrical components, SDVs integrate sophisticated software platforms to deliver advanced capabilities such as intelligent cockpits, advanced driver assistance systems and seamless connectivity. This evolution is largely driven by consumer demand for safer, smarter and m...
Beyond rare earths: Pioneering alternate e-motor solutions amid mainland China's rare earth export challenges
On Oct. 9, 2025, China's Ministry of Commerce announced an expansion of export restrictions on seven rare earth materials and their associated technologies, which are crucial for permanent magnets and AI accelerators. This update includes the addition of five rare-earth metals — holmium, erbium, thulium, europium and ytterbium — to the previously restricted list of samarium, gadolinium, terbium, dysprosium, lutetium, scandium and yttrium. Additionally, restrictions on the export of specializ...
Pony AI's vision for robo-taxis
Robo-taxis are emerging as a significant innovation in the transportation sector, particularly in mainland China, where the technology is being actively developed and deployed. In major cities, such as Beijing, Guangzhou, Shanghai and Shenzhen, companies such as Pony AI has received licenses for fully driverless operations, allowing them to provide commercial ride-hailing services. As of the end of June 2025, Pony AI reported more than 380,000 registered users on its PonyPilot app, with their ve...
Hydrogen mobility: A rougher road than anticipated
Once heralded as a promising alternative to battery-electric vehicles (BEVs), hydrogen-powered mobility now finds itself at a crossroads, grappling with infrastructural bottlenecks, economic impracticalities, and a highly niche market, especially in the light vehicle segment. General Motors’(GM) recent announcement  to discontinue hydrogen fuel cell development, along with Stellantis’ recent decision to shelve its hydrogen fuel cell program and the liquidation of HYVIA - a joint venture...
Front center airbag: A critical addition to ensure occupant safety in vehicles
Over the years, automakers have increased the number of airbags offered in vehicles to improve occupant safety. Apart from driver and front seat passenger airbags — also called dual airbags and offered in most vehicles — automakers equip new vehicles with side airbags, curtain airbags, knee airbags, front center airbags, and front seat cushion airbags. Each airbag offered in a vehicle is designed to play a critical role in protecting occupants during a crash. For example, while ...
“Our EV charger financing program aims to preserve cash flow for businesses”: XCharge North America
  Traditionally, financing EV charging equipment has been difficult and an entry barrier for small businesses. XCharge plans to address this with its new financing program. XCharge’s leasing program aims to significantly cut the upfront installation costs of a DC charger, thereby helping to preserve much-needed cash flows for businesses. Sustained subsidies can often hurt, not help, businesses in the mid-to-long term. Tariffs applied on a product hurt everyone in the supply ch...
Mainland Chinese automakers’ tie-ups with Huawei to speed up smart EV launches
Mainland China’s state-run automakers have pinned hopes on their partnerships with Huawei to gain a solid foothold in the country’s highly competitive electric vehicle (EV) market. Under Huawei-backed Harmony Intelligent Mobility Alliance (HIMA), mainland Chinese automakers have introduced a diverse range of EVs featuring Huawei’s smart vehicle technologies over the past three years. In late September, SAIC became the fifth automaker to join the auto alliance, following the footsteps of Se...
A new tug of war for semiconductors: data centers vs. automakers
The automotive semiconductor market has been navigating a period of unusual volatility. On one side, near-term demand pressures are easing. The slowdown in electric vehicle adoption is reducing average chip content per vehicle, since EVs typically contain significantly more semiconductors than internal combustion models. Tariffs are further dampening global vehicle demand. S&P Global Mobility estimates suggest up to 0.6 million fewer vehicles will be produced in 2026 because of trade barrier...
Reducing emissions from battery production will be key to true EV sustainability
Electric vehicles are considered more environmentally friendly than internal combustion engine (ICE) vehicles due to their zero tailpipe emissions. However, new environmental, social and governance (ESG) standards are evaluating the sustainability of the entire value chain, not just the operational life of the product, and questioning how eco-friendly EVs really are. At the center of this discourse is the lithium-ion (Li-ion) battery, the most critical component that powers the vehicle. The c...
Wider penetration of silicon anode technology in light vehicles will likely accelerate over the next 3 to 7 years: Rick Luebbe, CEO, Group14
Among the several advanced battery technologies that are under development, Silicon anode technology is keenly followed. Silicon anodes could substantially increase battery energy density and charging speed compared to traditional graphite anodes, making them vital for next-generation electric vehicles. S&P Global Mobility spoke with Rick Luebbe, CEO and co-founder of Group14 Technologies, a fast-emerging company in this space, to understand more about the technology, its prospects and chall...
IAA Mobility 2025: Transformative EV battery and charging advances take center stage
IAA Mobility 2025 in Munich was a pivotal event underscoring the electric mobility revolution, with industry leaders unveiling cutting-edge battery innovations and transformative charging technologies. The event provided a comprehensive outlook on how battery and charging technologies are advancing and shaping the future of electric vehicles and sustainable transportation. The battery technology exhibits at IAA Mobility 2025 focused heavily on next-generation solid-state battery solutions, en...
Battery with our anode chemistry can deliver up to 4,000 cycles at 100% depth of discharge: Ramesh Narasimhan, EVP and Chief Commercial Officer, Nyobolt
S&P Global Mobility: Please tell us about Nyobolt and how it came into being from a university campus? Ramesh Narasimhan: Nyobolt has two co-founders — Claire Grey, who is a known scientist in the material science area, she's a Dame, and Sai Shivareddy, who has a PhD from the University of Cambridge. They came across this exciting opportunity in the material science domain, and set up this startup, which was spun off from the University of Cambridge. The university too, was involved in ...
IAA Mobility 2025: Key autonomy trends and announcements
IAA Mobility 2025, held in Munich, Germany, from September 9 to 14, 2025, brought together global automakers, semiconductor leaders, tech innovators and mobility service providers under the theme “It’s All About Mobility.” The event marked a shift from being a traditional auto show to a comprehensive mobility and technology platform, showcasing over 350 world premieres from more than 750 exhibitors across 37 countries, with a strong focus on electrification, software-defined vehicles, semi...
IAA Mobility 2025: Key propulsion trends and technologies
Propulsion system/solution suppliers showcased varied solutions related to electrification, hybrid powertrains, alternative fuels and many more. Major suppliers such as BorgWarner, ZF, Schaeffler, Magna, Mahle and others were present at the event. Propulsion-related solutions at IAA Mobility 2025 BorgWarner presented innovations aimed at enhancing EV range and flexibility while minimizing emissions. Key highlights include a range extender module that pairs with an internal combustion engin...
IAA Mobility 2025: Key E/E and semiconductor trends and announcements
IAA Mobility 2025, held in Munich from Sept. 9-14, brought together global automakers, semiconductor leaders, tech innovators and mobility service providers under the theme “It’s All About Mobility.” The event marked a transition from a traditional auto show to a comprehensive mobility and technology platform, showcasing over 350 world premieres from more than 750 exhibitors across 37 countries. This evolution highlighted a strong focus on electrification, software-defined vehicles, semico...
IAA Mobility 2025: Key vehicle human-machine interface (HMI) trends
The automotive industry is seeing a paradigm shift where software is the defining factor for innovation and user experience. At the recently concluded biennial event IAA Mobility 2025 in Munich (Germany), there was an unmistakable focus on blending the driver’s physical and digital worlds as industry stakeholders converged to showcase technologies and innovations to enhance the entire mobility journey, making vehicles more integrated into the broader digital ecosystem. Multimodal inter...
From incubator to industry player: Interview with ZYT
ZYT began as a promising incubator project within DJI, the Shenzhen-based drone giant, with a focused mission: To explore innovations in automotive technology. However, as DJI reevaluated its strategic priorities, the trajectory of ZYT shifted. Backed by a wave of investments from major original equipment manufacturers, ZYT officially spun off to operate as an independent subsidiary — positioning itself for greater autonomy and strategic growth. The separation marked more than just a change...
The rise of robo-taxis in global markets: Interview with WeRide
The robo-taxi sector is gaining momentum as Chinese autonomous vehicle companies prepare to deploy their technologies globally, bolstered by growing consumer acceptance and supportive governments. Recent advancements in AI and machine learning are improving the capabilities of autonomous vehicles. WeRide is using technologies such as closed-loop and large-scale simulation engines to enhance fleet performance and safety. Regulatory support is also evolving, particularly in the Middle East a...
Hesai expands China’s autonomy and lidar technology into Europe – Insights from interview at 2025 IAA Mobility
Chinese autonomy technology suppliers are increasingly expanding beyond domestic markets, delivering components and systems to international players. At the 2025 IAA Mobility show in Munich, Owen Chen, senior principal analyst at S&P Global, sat down with David Li, CEO of Hesai Technology, to discuss the evolution of autonomy, the distinctive role of Chinese suppliers in the global market, and Hesai’s strategic approach to Europe and other international markets. Their conversation highligh...
Rethinking electric motors – Interview with Advanced Electric Machines
As the global automotive industry accelerates its transition to electrification, concerns around the sustainability and security of electric motor supply chains are becoming increasingly urgent. One major point of focus is the use of rare earth elements — materials that are essential to traditional electric motors but are associated with environmental degradation, limited recyclability and geopolitical supply chain risks. In response, companies like Advanced Electric Machines (AEM) are develop...
Understanding the rise of software-defined vehicles – Interview with KPIT Technologies
Software-defined vehicles (SDVs) are reshaping the automotive landscape, marking a significant departure from traditional vehicle design and functionality. This transformation is fueled by a growing demand for enhanced connectivity, automation and user-centric features. As cars increasingly rely on software to operate, capabilities such as autonomous driving, advanced infotainment systems and vehicle-to-everything (V2X) communication are becoming standard. The SDV ecosystem is structured arou...
From tailpipe to brake: The new frontier in emission control
Over the past 30 years, automakers in the European Union region have succeeded in reducing the emissions of harmful pollutants such as carbon monoxide (CO), nitrogen oxide (NOX), and particulate matter (PM) from new vehicles, thanks to increasingly stringent emission standards implemented by the European Commission. According to the European Automobile Manufacturers Association (ACEA), vehicular emissions have decreased by 90% between the Euro 1 and Euro 6 emission standards. As emissions from v...
Why legacy OEMs lean on mainland Chinese ADAS startups?
The global automotive industry is witnessing a strategic shift as established car manufacturers, or legacy original equipment manufacturers, are increasingly turning to Chinese tech startups to gain a competitive edge. Once seen as a market to be conquered, China is now a source of innovation, particularly in the critical area of advanced driver assistance systems. Instead of traditional joint ventures for market access, these new partnerships are focused on co-development to gain speed and loca...
SDVs driving the digitization of the vehicle cockpit
The automotive industry is undergoing a digital transformation, and this trend is manifested nowhere more visibly than in the vehicle cockpit. Software-defined vehicles (SDVs) deploy dashboards with more digital instrumentation and fewer analogue 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. With the rise in connectivity and shared mobility use cases com...
“We’re building one of India’s first EV charging hubs with off-grid solar plant and battery energy storage system (BESS) in Gujarat,” Kartikey Hariyani, Founder & CEO, ChargeZone
Kartikey Hariyani, Founder & CEO, ChargeZone spoke to Amit Panday, Senior Research Analyst, S&P Global Mobility, on a wide range of topics, including the growing EV adoption in India and its impact on capacity utilization of its existing EV charging infrastructure. While the capital-intensive EV charging infrastructure business is facing heat globally amid a slowdown in the adoption of battery electric vehicles (BEVs), Hariyani, a Stanford alumnus and an electrical engineer at heart, fir...
SDVs and DevOps: Made for each other?
The automotive industry is undergoing a significant transformation, driven by advancements in software-defined vehicles (SDVs), connected car technologies, and the integration of artificial intelligence. DevOps practices are at the forefront of this evolution, enabling manufacturers to accelerate development cycles, enhance software quality and ensure compliance with stringent safety standards. The term DevOps is a combination of software development and operations. It is defined as a softwar...
 Suppliers to the new Mercedes-Benz CLA EQ
The  new Mercedes-Benz CLA EQ is assembled at the Rastatt plant in Germany. Production of the car is expected to peak at 23534 in 2026, according to a forecast from S&P Global Mobility. Image Source : Mercedes-Benz   Suppliers to the new Mercedes-Benz CLA EQ COMPONENT NAME SUPPLIERS Charging Inlet Control Kostal Gearbox Components Rollax Steering Column Module Kostal ...
Suppliers to the new Jeep Cherokee
The sixth-generation Jeep Cherokee is assembled at parent Stellantis’ factory in Toluca, Mexico. The Cherokee, like the other SUVs coming from Toluca, will be built on the STLA Large platform. Image Source : Jeep   Suppliers to the new Jeep Cherokee  COMPONENT NAME SUPPLIERS Modular headliner , Door Panels Antolin Front Craddle Gestamp Gear Blanks , Bolts  Maclean-Fogg...
Bidirectional charging technologies and their role in global EV adoption
As efforts intensify to decarbonize the transportation sector, the widespread adoption of electric vehicles (EVs) offers great new opportunities and major challenges. One of the biggest obstacles, besides a lack of sufficient EV charging infrastructure, is the load that millions of EVs — when charged at the same time — can place on the existing power grids, potentially overwhelming local and regional power systems. In this regard, bidirectional charging technologies are expected to become...
The rise of projection lighting in the automotive industry
Ground light projection, also referred to as near field projection light or just projection light, is becoming one of the latest trends in automotive lighting, offering significant potential to contribute to safe driving and vehicle personalization. According to data compiled by S&P Global Mobility analysts, automakers installed 12.1 million projection light components in light vehicles produced in 2024, a number forecast to more than double to 34.6 million units in 2031, at a...
Interior Insight: Nissan Qashqai
While there is some debate over whether Nissan “invented” the crossover sport utility vehicle (SUV) with the launch of the Qashqai in 2007, its influence in making this vehicle type a global favorite is clear. This review focuses on the interior technologies and materials of the facelifted third-generation model. Cabin materials The interior focuses on practicality and features upgraded materials that differ by trim level. Base models come with durable plastics and fabrics, while highe...
Bridging the gap: On-street charging will be key to equitable EV access
The global transition to electric vehicles is steadily progressing, driven by government policies, advancing technologies and changing consumer preferences. A crucial factor for potential EV buyer is the ease of access to charging stations. While home and workplace charging remain preferred and convenient for many, the rising number of EVs, particularly in urban areas with limited or no private parking, has increased the need for accessible and efficient charging infrastructure. On-street ...
The evolving landscape of automotive startups
The automotive industry is undergoing a profound transformation driven by rapid technological advancements. At the forefront of this evolution are mobility startups, which are pioneering innovations across domains such as software-defined vehicles (SDVs), autonomous driving and battery technologies. S&P Global Mobility recently published the "AutoTechInsight Mobility Startups Report - H1 2025," highlighting the major trends in the automotive startup ecosystem, by analyzing data from appro...
From the cloud, over the air and into the vehicle cockpit: Software updates are everywhere
Most vehicles are static past their first manufacture, aside from occasional map, infotainment or telematics updates. Additionally, most of the available software updates need to be performed by a service center or through a home computer with a USB drive or SD card, reducing the success rate of the update across fleets. This is where over-the-air (OTA) updates come into play. OTA updates allow automakers to remotely deliver software patches, new features, performance upgrades and security fi...
Interior insight: Subaru Crosstrek
The Subaru Crosstrek has long been a favorite among drivers looking for a mix of tough capability and everyday practicality. For 2025, Subaru continues this tradition, offering an interior that’s functional, comfortable, and well-equipped, although not without a few compromises. Here is our review of its cabin, focusing on seats, infotainment, connectivity, practicality, space and materials. Seating The Subaru Crosstrek, replacing the outgoing XV, arrived in showrooms in January 2024. Bu...
Ford’s bold bid for the next big thing
How cars are built and the concept of the moving assembly line are culturally ingrained in the automotive industry. Every now and again, the automotive industry goes through phases of trying to do things differently. Ford is the latest in a long line of automakers to try and innovate. Electrification, the rise of Tesla, the often best-in-class levels set by mainland Chinese original equipment manufacturers for digital vehicle attributes, and ever-increasing and accelerating new vehicle prices...
The push for domestic chip supply in mainland China's automotive sector
The mainland Chinese automotive industry is transforming rapidly and becoming increasingly competitive on a global scale. From electric cars to autonomous shuttles, mobility is being redefined, and semiconductors are at its core. Mainland Chinese original equipment manufacturers are doubling down on semiconductor control to fuel their next tech leap, ready to take bigger risks and move faster with bold, strategic investments. There is a strategic emphasis on local supply chains and "silicon s...
Interior insight: VW T-Roc
Volkswagen has updated the T-Roc compact sport utility vehicle (SUV) with new features to keep it competitive. This refresh introduces new performance variants, including the sporty R and the open-top Cabriolet. Size-wise, it measures 4,236 mm in length, 1,584 mm in height and 1,819 mm in width, making it shorter, wider and taller than the Golf. Notably, its trunk space is 17% larger than that of its sibling, further enhancing its appeal for those seeking a practical compact SUV. The wheelbas...
Significance of SDV adoption and the means to accomplish it
The architectural shift driven by implementation of the SDV is one of the most transformative changes in automotive engineering in recent times. It involves moving from a distributed, hardware-centric system to a centralized, software-defined and upgradable vehicle architecture. One of the key promises of SDVs is the ability to deliver over-the-air (OTA) software updates, introduce new functions and enable faster vehicle improvements and fixes throughout the vehicle’s life cycle via central...
Autonomous mobility in Europe and the Middle East: The next battleground for robo-taxis and robo-buses
As autonomous driving gains renewed global momentum, a strategic window is opening in Europe and the Middle East where mainland Chinese tech giants are moving early while US leaders like Tesla and Waymo remain focused on North America. Companies such as Baidu, WeRide and Pony.ai are rapidly launching pilot programs and forming local partnerships to capture first-mover advantages in these emerging markets. Domestic momentum: Commercialization of autonomous driving in mainland China and the US ...
The future of EVs relies on practical engineering solutions — interview with MAHLE Powertrain
The automotive industry is at a crossroads, facing intense pressure to meet strict emissions regulations while catering to a growing demand for efficient and sustainable vehicles. The integration of battery systems with internal combustion engines (ICEs) in hybrids is not just an option; it is a necessity. This integration poses challenges that require a sharp focus on performance, efficiency and compliance. At the heart of this effort is the need for detailed drive-cycle models that inform the ...
EV charging industry faces growing pains — interview with ADS-TEC Energy
The electric vehicle charging industry has rapidly evolved, driven by the global shift toward sustainable transportation and the increasing adoption of EVs. This sector includes home chargers, public charging stations and fast-charging networks, all essential for supporting the growing number of EVs on the road. A notable triumph of the industry is the expansion of charging infrastructure. Governments and private companies are investing heavily in charging stations, making it more convenient ...
The effect of the software-defined vehicle on chassis systems — interview with BWI Group
The rise of software-defined vehicles (SDVs) is revolutionizing chassis systems, transforming them from simple mechanical frameworks into sophisticated, software-driven powerhouses. This shift is all about enhancing performance, safety and comfort through advanced technology. A major game-changer in this evolution is the integration of advanced driver assistance systems. These systems harness data from multiple sensors and cameras to improve vehicle control and stability. For example, adaptiv...
Driving change in software-defined vehicles – Interview with Elektrobit
The automotive industry is amid a radical transformation, and software-defined vehicles (SDVs) are at the heart of it. These vehicles are not just cars; they are sophisticated machines powered by cutting-edge software that controls everything from entertainment systems to critical safety functions. This shift is about more than just tech; it is about redefining what a vehicle can do. One of the most game-changing developments is the rise of over-the-air (OTA) updates. Forget the days of bring...
The rise of fixed panoramic glass roofs: Challenging traditional sunroof suppliers
While the fitment of panoramic sunroofs continues to reach new heights year after year, the demand mix of such sunroofs is also changing rapidly. Generally, automakers offer four types of panoramic sunroofs: panoramic floating, panoramic full glass, panoramic tilt and fixed panoramic sunroof, which is essentially a roof made of glass. According to S&P Global Mobility, the fixed panoramic glass roof is witnessing strong growth, while the fitment of the other three types of pano...
The role of smart grids in electric vehicle charging
A smart grid is an advanced electrical system that uses digital technology to improve the reliability, efficiency and sustainability of electricity distribution. By incorporating information and communication technologies, smart grids allow for real-time monitoring and management of energy flow. This capability is especially important as the number of electric vehicles on the road continues to grow, putting extra pressure on traditional power systems. Charging stations for EVs are vital parts...
Road map to revenue: Comparing the product and platform strategies of Mobileye, Nvidia and Qualcomm in automotive semiconductors
The automotive semiconductor landscape is entering a pivotal phase with Qualcomm, Nvidia and Mobileye all launching Level 2+ and above systems into production for BMW, Mercedes-Benz, and Volkswagen (VW), respectively, in 2025. This means 2025 and 2026 will be critical for deployment and execution for these systems-on-chip (SoCs) suppliers and the industry in general. Consider this a milestone, especially as traditional original equipment manufacturers transition to more safety-rich applications ...
Navigating challenges: ADB headlights in the US automotive market
Over three years ago, the National Highway Traffic Safety Administration (NHTSA) made amendments to its Federal Motor Vehicle Safety Standards (FMVSS) 108, which regulate lamps, reflective devices and associated equipment in the US, to allow the fitment of adaptive driving beam (ADB) headlights in new vehicles sold in the country. For nearly 10 years, automakers operating in the US have been requesting the federal vehicle safety agency to change its old au...
As EVs encounter headwinds, WBG power electronics could face a pushback
The automotive industry is undergoing a significant transformation driven by the electrification of vehicles. As a result, power electronics have become a focal point in determining the efficiency, performance and sustainability of electric vehicles. There has been a significant shift in market dynamics, particularly concerning demand for EVs. Despite the positive long-term outlook for EVs, recent years have seen a slowdown in sales growth compared to the rapid expansion experienced in previo...
The state of China’s automotive battery industry in 2025
Mainland China’s automotive battery sector is undergoing a profound transformation, marked by rapid technological advancements, cost-driven innovation, and a growing emphasis on sustainability. Insights from the China International Battery Fair (CIBF) and the CLNB 2025 – New Energy Industry Chain Expo reveal a dynamic landscape shaped by the pursuit of solid-state batteries (SSBs), sodium-ion solutions, fast-charging capabilities, and practical approaches to decarbonization and recycling. ...
Highlights from the 2025 Volcano Engine AI FORCE Conference
ByteDance’s Volcano Engine held its FORCE annual conference in Beijing during June 11–12. As an industry event focusing on cutting-edge fields including AI, machine learning (ML), big data and cloud-native technologies, the conference explored how these core technologies can drive industrial innovation and development. The conference brought together many leading technology companies, experts and scholars, jointly building an open and shared platform aimed at promoting technical exchanges an...
Risk analysis of building gigafactories in Europe
Europe and the UK region have witnessed a few high-profile battery companies abruptly filing for insolvency in the recent past, leaving behind a noteworthy setback for the region’s local battery production ambitions. UK’s promising battery startup Britishvolt, which was once hailed by the country’s prime minister, filed for insolvency in January 2023. It was soon followed by the Swedish battery company Northvolt, which represented Europe’s hopes to compete with China’s hegemony in t...
How smart charging technologies are shaping the EV landscape
The fast-charging sector for electric vehicles is evolving with new technologies and changing consumer needs. A major trend is the rise of ultra-fast charging stations, which can recharge an EV's battery to 80% in just 15 to 30 minutes, significantly reducing drivers’ wait times. Smart charging technologies are also gaining traction, optimizing charging based on grid conditions and energy prices. This includes demand response programs that allow EVs to charge during off-peak hours or when r...
Germany leads European charge in automotive open-source software war
With the support of the German Association of the Automotive Industry (Verband der Automobilindustrie [VDA]), 11 Europe-based automotive companies have entered a pre-competitive cooperation for open-source software development, signing a memorandum of understanding (MoU) at the 29th International Automotive Electronics Congress (AEK). These companies are BMW, Bosch, Continental, ETAS, Forvia, Mercedes-Benz, Qorix, Valeo, Vector Informatik, Volkswagen and ZF. The collaboration involves open-so...
How is mainland China reshaping the global automotive system-on-chip game?
The mainland Chinese automotive market is not only a major driver of global vehicle sales, but it is now a decisive force shaping the direction of automotive computing in the cockpit and advanced driver assistance system system-on-chip (SoC) technologies. Mainland China’s unique dynamics are compelling domestic and Western SoC suppliers, such as Qualcomm and NVIDIA, to adapt to its demands, including cost pressure and geopolitical challenges. For instance, NVIDIA's DRIVE Thor platform, featuri...
Building the Charge: Evolving investment landscape for EV charging infrastructure
In the years soon after the COVID-19 pandemic, investments into electric vehicle charging infrastructure accelerated dramatically as governments, private companies and international institutions laid the groundwork for an electrified future. This surge of capital was driven by the understanding that increasing the range in a vehicle is not enough to instill confidence in prospective buyers about EVs, and a robust and faster EV charging network with easy access is equally vital. However, the m...
BYD God’s Eye system triggers momentum in the Level 2+ market
BYD Auto recently unveiled its new “God’s Eye” advanced driver assistance systems (ADAS), which will be integrated across all its models — including subsidiary brands Denza, Fangchengbao and Yangwang, as well as the affordable Seagull hatchback priced at 70,000 Chinese yuan (about $9,600). More recently, BYD has begun offering wide-ranging price discounts of about 10% to 30% on its Dynasty and Ocean lineup of models in China until June 30, reducing the Seagull’s price to 55,800 Chinese...
Waste not, want not: Transforming sustainability practices
The automotive industry is undergoing a bold transformation as sustainability takes the spotlight. Companies are stepping up, prioritizing sustainable materials and embracing circular economy principles that champion recycling and reuse. With consumers increasingly demanding transparency, businesses are compelled to implement robust traceability solutions to keep a close eye on material lifecycles and meet evolving regulations. This is not just about compliance; it is about accountability and bu...
2025 Connected Car Consumer Study: Connecting the dots of connected services
To understand consumer sentiment toward S&P Global Mobility’s technology forecasts, the Connected Car and Consumer Insights research teams conduct an annual consumer survey that serves as a quantitative input to these forecasts. By asking vehicle owners of certain model years a series of questions to gauge activation decisions, subscription lengths and costs, feature desirability and willingness to pay, analysts are able to develop the ‘Feature Desirability & Willingness to Pay’...
Interior Insight: Honda Jazz Crosstar
Honda has refreshed its fourth-generation Jazz and Jazz Crosstar, introducing a range of exterior and interior enhancements across all trims. This review delves into the new technologies and materials that elevate this popular supermini. Inside story The Elegance and Advance trims feature revamped black interior trim, now complemented by contemporary seat fabrics that enhance the overall esthetic. In the Crosstar variants, the interior benefits from updated transmission tunnel edging an...
High-manganese lithium-ion technology: A way around mainland China’s LFP dominance?
In a time when electric vehicle demand is undergoing a corrective phase, where consumers are having second thoughts about opting for full EVs and are more inclined toward hybrids, making EVs more attractive to buyers is becoming highly important. Central to this objective will be the battery technology, which dictates vehicle range, cost, safety and overall performance. Among emerging battery chemistries, high-manganese lithium-ion (Li-ion) batteries — often referred to as lithium manganese...
Adaptive dampers market to see robust growth amid rising focus on comfort and performance
Suspension systems are vital to a vehicle’s chassis to ensure good handling and ride comfort. A vehicle’s suspension system mainly relies on two subsystems: Springs and dampers. Springs absorb the initial shock from the road surface. They compress when the vehicle hits a bump and then expand back. The damper controls the springs' energy by slowing down and stopping the vehicle from bouncing too much. Based on the dampin...
Talking Heads: The road to innovation is paved with software
Software-defined vehicles are reshaping the automotive landscape, merging technology with connectivity and security. This analysis originally debuted on the Fuel for Thought podcast, where Manuel Tagliavini, Principal Analyst for SDV and Software, engaged in a compelling discussion with moderator Guido Vildozo, Associate Director of Automotive Consulting at S&P Global. Click the link above to download the whole article.
Chassis matters: On a roll with ZF
The automotive industry is changing rapidly, and trends in steering technology are essential for improving vehicle performance and safety. In the last decade, the shift to electric vehicles has led to the widespread use of electric power steering (EPS), making cars lighter, more efficient, and responsive. This shift introduces features like steer-by-wire, which enhances design flexibility and supports autonomous driving. Steer-by-wire technology will transform vehicle handling, enabling innov...
Holograms in motion
The automotive industry is transforming as vehicles become smarter. Advanced sensors, enhanced communication features, and autonomous driving technologies are reshaping the driving experience and redefining vehicle interiors. This shift has made electronics a major cost factor as manufacturers integrate innovative technologies to meet consumer demands for safety and convenience. A standout development in this evolution is the rise of head-up displays (HUDs), which project critical driver info...
Suppliers to the new Cadillac Escalade IQL 
The Cadillac Escalade IQL is produced at General Motors’ Factory ZERO plant in Detroit. The ​vehicle  is expected to be a long-wheelbase, all-electric luxury SUV, based on General Motors' Ultium platform, and will likely represent a flagship model for Cadillac's electric lineup. Image Source : Cadillac  Suppliers to the new Cadillac Escalade IQL  COMPONENT NAME SUPPLIERS Low-Voltage Battery  [12v] Clari...
Suppliers to the Nissan Murano
The Nissan Murano is produced at the Smyrna Vehicle Assembly Plant in Tennessee.  Production of the vehicle is expected to peak at more than 37111 in 2025  according to a forecast from S&P Global Mobility. Image Source : Nissan  Suppliers to the Nissan Murano COMPONENT NAME SUPPLIERS Connected Garage Door Access Control Chamberlain Group LED Rear Combination Lamp North American Lighting ...
Quest for alternate e-motor solutions amidst China’s export restriction on rare earth elements
Responding to global trade issues, on April 4, mainland China imposed limitations on exporting various medium and heavy rare earth metals such as samarium, gadolinium, terbium, dysprosium, lutetium, scandium and yttrium. The country controls approximately 90% of commercial REE production and its refining process, thereby holding a dominant position in the REE sector. In addition to these metals, the announced restriction also applies to permanent magnets, which could more rapidly disrupt global ...
From gas guzzlers to green machines: The automotive industry's sustainable shift
The automotive industry is undergoing a significant shift towards sustainability, driven by regulations, changing consumer preferences, and the urgent need to combat climate change. As manufacturers work to reduce their environmental impact, using sustainable materials and innovative manufacturing methods is crucial. However, achieving sustainability in this sector is not easy; it demands substantial effort to implement these practices throughout the entire value chain. Initial costs  ...
How tariffs will impact automotive seat suppliers in US
For more than 30 years, automakers and suppliers—including manufacturers of complete seats and seat components—in North America benefited from nearly hassle-free movements of vehicles and auto parts between the US, Canada, and Mexico; first as part of the North American Free Trade Agreement (NAFTA) and later under the US-Mexico-Canada Agreement (USMCA). However, the trade dynamics have changed rapidly this year after the US government announced several tariffs on imports of goods i...
Current trends: The shift in electric vehicle charging infrastructure
Technological advancements, regulatory policies and changing consumer behaviors will influence the future of electric vehicle charging. While public charging stations are vital for the growing EV market, most charging occurs at home, making domestic charging infrastructure a strategic priority. Home charging solutions offer greater convenience and alleviate pressure on public networks as EV demand rises. Manufacturers are increasingly integrating efficient home charging options to enhance the ow...
Greater China leads the charge in eDrive integration
The adoption of integrated eAxle systems is gaining momentum as automakers and suppliers strive to enhance efficiency, reduce weight and lower costs. These systems consolidate essential components of the electric powertrain — such as e-motors, power electronics and transmission — into compact units, optimizing performance and energy utilization. In addition to increased efficiency, benefits of highly integrated systems include reduced costs and weight, fewer components, and significant space...
FISITA World Mobility Conference 2025: Key themes and concerns for the automotive industry
One thing is abundantly clear after the FISITA World Mobility Conference (WMC) last week. Megatrends impact everything. No longer can chassis development, braking, safety validation and so forth stand alone without impact from the broader drive towards electrification, the AI revolution or SDVs, to name a few.  The event’s sessions gave the impression that electrification is already baked into the industry, particularly in Europe where the debate on (regulation-pushed) direction is ...
Ampere's approach to software-defined vehicles
The automotive sector is experiencing a seismic shift, with software-defined vehicles (SDVs) leading the charge. These vehicles use advanced software to improve functionality, enabling features such as over-the-air updates and real-time data analytics. While this shift aims to enhance user experience, it also presents challenges, especially in integrating new technologies into existing organizational frameworks. In this interview with S&P Global Mobility, Henry Bzeih, chief software offic...
CATL lays down new technology roadmaps for EV batteries
In an attempt to redefine new technology roadmaps for batteries at its first ever Super Tech Day, Contemporary Amperex Technology Co. (CATL) has unveiled three new innovative battery solutions — a sodium-ion battery for electric passenger cars, a dual-core battery system and a second-generation Shenxing ultra-fast charging battery. CATL’s new solutions aim to address some of the key challenges associated with the batteries, which are not only pivotal in advancing new innovations in mobili...
Auto Shanghai 2025: Mainland China emerges as a key force in driving innovation in automotive lighting
Auto Shanghai 2025, organized at the National Exhibition and Convention Center (NECC) in Shanghai from April 23 to May 3, 2025, was a great opportunity for automotive suppliers to showcase their latest innovations in lighting. The biennial event attracted lighting suppliers — both global and local — to present their smart lighting solutions, including concepts, for front and rear lighting as well as interior lighting. Among tier1 lighting suppliers, Forvia Hella, Marel...
Beyond horsepower: Compute becomes the new competitive edge for OEMs
Automotive compute power is becoming a defining metric of vehicle capability — not just for autonomy, but across cockpit systems, connectivity and life-cycle software deployment. As vehicles transition toward centralized electrical/electronic (E/E) architectures and software-defined platforms, silicon performance is now a core determinant of what a vehicle can do — and how long it will remain competitive in the field. Two metrics have emerged as industry standards for measuring this compu...
The FIA's stand on safety standards and sustainable transport
Safety and sustainability are top priorities for the Fédération Internationale de l'Automobile (FIA) and its global mobility member clubs. This Q&A highlights the FIA's advocacy for universally accepted safety standards for autonomous vehicles (AVs) and ongoing educational initiatives to improve public understanding of AI and driver assistance technologies. The FIA aims to halve road deaths and injuries by 2030, using the Road Safety Index to help organizations improve safety practices. Ad...
Interior Insight: Honda CR-V
The Honda CR-V has long been a cornerstone of the compact sport utility vehicle market, and the latest sixth-generation iteration reinforces this legacy with a pronounced emphasis on practicality, comfort and usability. This review delves into the interior aspects of the CR-V, examining materials, comfort levels, infotainment features, connectivity, boot space, practicality and advanced driver assistance systems. Material matters Notable enhancements have been made in the quality of m...
From silicon to software: Qualcomm’s expanding role in the automotive value chain
Qualcomm has rapidly and deliberately expanded into the automotive sector, positioning itself as a key enabler of the software-defined vehicle era. This is partly a result of the company’s implementation of strategies developed in the mobile phone market, including power efficiency and the value of having a comprehensive ecosystem. As a result, Qualcomm has transformed its automotive portfolio from basic connectivity solutions to a comprehensive suite that includes digital cockpit technologies...
Insights into Inchcape's sustainability practices and goals
Sustainability in the automotive industry is increasingly important as manufacturers and distributors adapt to shifting consumer preferences and regulatory requirements. The transition toward electric vehicles is central to this shift, driven by increasing awareness of climate change and the need for reduced carbon emissions. Automakers are focusing on developing new-energy vehicles (NEVs) and integrating sustainable practices throughout their operations. A key strategy is diversifying vehicl...
Auto Shanghai 2025: It was all there, from software-defined vehicle to vehicle-defining software
The biennial Auto Shanghai 2025 has emerged as a showcase for an array of technologies that blend hardware with software, effectively blurring the lines of traditional automotive classifications. Over the last decade, the event has matured into a pivotal global stage for both local debuts and international launches. Yet, the conspicuous absence of several key brands suggests a potential transformation within the industry. For the first time since 2002, major Korean automakers Hyundai, Kia, an...
Challenging the old guard at the Shanghai Auto Show 2025
Shanghai Auto Show 2025: The mark of a new era? As traditional boundaries between automotive classifications blur, the biennial Shanghai Auto show has become a showcase for innovation, revealing not just the latest models but the technologies that will define the future of mobility. Over the past decade, the event has matured into a pivotal global stage for both local debuts and international launches. However, the noticeable absence of several key brands hints at a significant shift in th...
Suppliers to the new RAM 1500
The fifth-generation RAM 1500 is produced at the Saltillo Truck Assembly Plant (STAP) in northern Mexico, alongside the current production at the Sterling Heights Assembly Plant (SHAP) in suburban Detroit. Production of the vehicle is expected to peak at more than 167210 in 2026  according to a forecast from S&P Global Mobility. Image Source : RAM  Suppliers to the new RAM 1500 COMPONENT NAME SUPPLIERS ...
Suppliers to the new Audi A6
The new Audi A6 is manufactured at parent Volkswagen Group’s factory in Neckarsulm, Germany. The A6 range of premium large cars is underpinned by the MLB3 platform. Production of the A6 is expected to peak at more than 77,507 in 2026  according to a forecast from S&P Global Mobility.   Image Source : Audi  Suppliers to the new Audi A6 COMPONENT NAME SUPPLIERS Low-Voltage Battery  [12v] Clarios Tunnel ...
Interior insight: VW Taigo
The compact sport utility vehicle (SUV) from Volkswagen has entered a competitive market, showcasing a design that aims to capture attention. However, does it deliver on the promise of a well-rounded interior? Sharing its platform with the Volkswagen T-Cross, the Taigo uses the MQB A0 architecture. Its sleek, coupe-like silhouette features a sloping roofline and a 66-mm height reduction, enhancing visual appeal while maintaining adequate interior space. The cabin offers options for body-color...
Treading lightly: Sumitomo Rubber Industries’ path to sustainability
Sustainability in the automotive tire industry is increasingly becoming a focal point as manufacturers respond to environmental concerns and regulatory pressures. The production of tires traditionally involves significant resource consumption, including fossil fuels, natural rubber and various chemicals, leading to substantial greenhouse gas emissions and environmental degradation. However, industry players are pursuing initiatives to mitigate these impacts. Key strategies include the adoptio...
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