Automotive Technology Insight | Forecasts | Industry News

Tariff trouble: Will Mexico's auto investment engine splutter?

In the aftermath of the US election, President-elect Donald Trump’s impending return to the Oval Office has sparked widespread speculation about the implications of his second term, particularly in the automotive sector. As the world watches, the intersection of politics and innovation becomes a focal point, with the administration's stance on the Inflation Reduction Act (IRA) and its impact on electric vehicle supply chains taking center stage. Meanwhile, the alliance between Elon Musk and th...

Inching closer to commercialization: Curious case of autonomous trucks

The advent of autonomous trucking represents a significant paradigm shift within the broader mobility industry, with far-reaching implications for logistics and supply chain management. However, the roadmap for autonomous truck deployment is continuously being dialed back as technology maturation, capital investment, business case rationalization, and regulatory hurdles prove more challenging than expected. Despite these challenges, the potential for autonomous trucks to revolutionize freight tr...

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Car Cutaways
22-Nov-2024

Suppliers to the CUPRA Terramaris

The new CUPRA Terramaris designed in Barcelona and manufactured in Győr, Hungry. Production of the car is expected to peak at 71900 in 2025, according to a forecast from S&P Global Mobility. Image Source : CUPRA Suppliers to the CUPRA Terramaris COMPONENT NAME SUPPLIERS Low -voltage battery Clarios A/C Compressor Denso Die-Casting Inverter Housing FOMA Spa Gear Shifter - Shift by Wire Kostal ...

Charge point operators struggle for profitability amid BEV slowdown, high costs

In October 2024, French Energy company Engie SA ceased operations of EV Box, an Amsterdam-based supplier of EV charging stations for residential and commercial purposes, after failing for months to find a buyer for its loss-making subsidiary. The only saving grace was that Engie managed to sell off EV Box’s DC business, named EVTronic, to engineering and electrical installation services company Financière de Pessac, which took over EV Box’s facility in Bordeaux, France. Although Engie sa...

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Interviews
19-Nov-2024

Interview — Citroën will follow dual approach of electrifying existing models and developing dedicated EV platform: Shishir Mishra

Citroën, one of the youngest car brands in India, has already taken a step that some of the earliest brands have yet to undertake — launching an electric vehicle. The Stellantis Group brand launched the electric version of its hatchback C3 within six months of introducing the internal combustion engine (ICE) C3 in 2022. Citroën said the move reflected its confidence in the Indian EV segment, despite its infancy and challenges. Srikant Jayanthan and Viroop Narla of S&P Global Mobility spo...

The shift to hybrid technology in the face of the BEV slowdown

The global slowdown in battery-electric vehicle (BEV) demand has prompted many original equipment manufacturers (OEMs) to adopt a multipath strategy rather than solely focusing on electric vehicles. This decline in BEV uptake can be attributed to various factors, including regional policies, shifting consumer sentiments and the slow development of charging infrastructure and longer charging times. Despite significant improvements in the range of BEVs, these challenges, combined with their hig...

Steel deal: The weight is over

The automotive industry is increasingly focused on reducing vehicle weight to enhance fuel efficiency, reduce emissions, and comply with stringent regulations. Steel, a primary material in vehicle construction, plays a pivotal role in this lightweighting trend. The shift toward lighter vehicles is driven by regulatory frameworks such as the EU's CO2 emissions targets, which mandate a reduction in average fleet emissions to 93.6 g/km by 2025, and the UK's zero-emissions vehicle (ZEV) mandate, whi...

Snapdragon Summit 2024: Qualcomm launches next-gen automotive chips to boost AI and ADAS features

In recent years, Qualcomm, building on its automotive connectivity solutions, aggressively expanded into automotive domains using system-on-chips (SoCs), focusing on two major areas — the cockpit experience and advanced driver assistance systems. These efforts were showcased by including automotive for the first time in its annual Snapdragon Summit, where Qualcomm revealed its vision and developments for shaping the future of mobility. Key highlights from Snapdragon Summit 2024 Qualcomm�...

Interview with CTO of Stellantis: “Relying solely on cloud processing is impractical”

Stellantis is a global automotive leader formed from the merger of Fiat Chrysler and PSA Group, encompassing 14 brands such as Jeep, Peugeot and RAM. The company focuses on electrification, connected technologies and operational efficiency, aiming for a sustainable future while addressing diverse consumer needs across major markets. The original equipment manufacturer is committed to achieving a 100% zero-emission lineup in Europe by 2030, focusing on affordability and technological innovatio...

US seeks to ban import of specific connected and automated vehicle technologies from “countries of concern”

The US Commerce Department has issued a notice of proposed rulemaking (NPRM), which, if approved, would ban the import and sale of certain connected vehicle systems designed, developed, produced or supplied by entities from “countries of concern” — specifically the People’s Republic of China (PRC) and Russia. The NPRM follows a process initiated by President Joe Biden in February and is based on public feedback to an earlier notice issued by the Commerce Department, which sought to addre...

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Supply Chain
21-Oct-2024

Talking Heads: Disconnected vehicles

The US Commerce Department issued a notice of proposed rulemaking (NPRM) on Monday (Sept. 23) which, if approved, would ban the sale or import of vehicles that incorporate connectivity technologies plus systems incorporating prohibited hardware and software from countries of concern, specifically mainland China and Russia. The NPRM follows a process initiated by President Joe Biden in February and is based on public feedback to an earlier notice issued by the Commerce Department, which sought to...

Lighten up: How aluminum is stealing the show

As regulatory pressures to reduce emissions intensify, manufacturers are increasingly turning to aluminum to boost fuel efficiency. Vehicles made from aluminum can weigh up to 50 percent less than their steel counterparts, leading to significant reductions in fuel consumption and greenhouse gas emissions. This lightweighting trend aligns with global regulatory frameworks designed to lower carbon footprints, including the European Union's strict CO2 emissions targets and the US Corporate Avera...

Tesla's ambitious autonomous vision of robotaxi – promising concepts or big gamble?

Tesla’s "We, Robot" event on Oct. 10 was highly anticipated, especially with expectations centered around the unveiling of robo-taxis, updates on Full Self-Driving (FSD) technology and the evolution of Tesla's AI-driven vehicle plans. However, the event began an hour later than scheduled and left much to be desired in terms of substantive demonstration of progress. While some new concepts were introduced, overall the event was more of a teaser than a revelation. Tesla shares dropped nearly 9% ...

From scrap to strength: Novelis Europe on vehicle lightweighting and sustainable solutions

As the automotive industry grapples with stringent emissions regulations and growing demand for sustainability, the use of aluminum in vehicle manufacturing has emerged as a pivotal trend. This lightweight metal, known for its strength and durability, is increasingly being adopted by automakers to reduce vehicle weight, thereby enhancing fuel efficiency and lowering carbon footprints. Regulatory frameworks, particularly in Europe and North America, are driving manufacturers to rethink their m...

Key technologies reshaping sunroof demand in vehicles

Sunroofs remain one of the key aspirational features in new vehicles. Nearly one in every three light vehicle produced in 2023 came equipped with a sunroof system. This share is forecast to further improve over the next six years. According to S&P Global Mobility expectations, automakers will equip 38 million sunroofs in 97 million light vehicles (39%) in 2030, up from 31 million sunroofs in 90 million light vehicles in 2023. One major trend in sunroof installations is the increasing prev...

Hurricane Helene: Implications for the semiconductor supply chain

In late September, Hurricane Helene caused significant damage across the southern US. The storm brought heavy rainfall, widespread power outages and forced many residents to evacuate. The damage will impact individuals, families, communities and entire regions for weeks, months and perhaps years. Spruce Pine, NC, a small town vital to the global semiconductor supply chain, was among the hardest hit. It is home to the largest known deposit of high-purity quartz (HPQ), supplying over 70% of the wo...

Hydrogen revolution: Highlights from IAA Transportation 2024

1. FCEVs and hydrogen ICE-based vehicles HYVIA HYVIA presented the hydrogen-powered Renault Master H2-Tech Prototype, featuring a 700 km range and a 5-minute refueling time. This prototype is designed to serve professionals with versatility in van, floor cab and chassis cab configurations. It includes an integrated hydrogen architecture, optimized energy efficiency and a new-generation fuel cell produced at HYVIA's Flins plant. The vehicle offers a choice of two H2 fuel tanks (7.5 or 9.0 k...

Lighter and safer: The evolving market of battery pack enclosure

The bid to make lithium-ion (Li-ion) batteries more efficient and safer has been an ongoing process, with discussions mostly revolving around cell technology and chemistry advancements. As the traditional Li-ion cell chemistries approach the advancement ceiling, avenues other than the cell are being considered for increasing the safety and efficiency of batteries. Battery pack enclosures have become an intrinsic part of the discussions around battery pack performance and their overall impact ...

Auto semiconductors’ 2024 performance: Navigating H2 and beyond

Automotive semiconductor companies have declared their latest financial results for the year, as they continue to execute their strategy. In the first half of 2024, most experienced a decrease in revenue compared to the previous year, after three consecutive years of double-digit growth. Key players such as Infineon and NXP experienced slight year-over-year declines, with Infineon down by about 0.8% and NXP by 4.4%. STMicroelectronics suffered the biggest revenue drop, with a year-over-year decl...

Seeing double: How digital twins are revving up the auto industry

A digital twin is a virtual replica of a physical asset. By incorporating real-time and historical data alongside engineering, simulation and machine learning models, digital twins can provide valuable insights into the performance and behavior of physical assets. This capability allows the automotive industry to optimize operations and make more informed decisions. As vehicle digitalization advances, the use of digital twins in the automotive sector should grow significantly. They have the p...

Volvo Cars embraces new consolidated EV technology approach

Thanks to the arrival of software-defined vehicles (SDVs), automotive original equipment manufacturers (OEMs) are rethinking their traditional approaches to vehicle design and development. Their focus is shifting toward software and hardware lifecycle innovations and accelerating time-to-market, necessitating enhanced collaboration and integration of practices from other industries. SDVs are enabling these OEMs to deliver backward-compatible features and timely software updates over-the-air, imp...

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25-Sep-2024

From 2-in-1 to 12-in-1: The trend of highly integrated eAxle systems

eAxles combine the different components of an electric powertrain, i.e., e-motors, power electronics, transmission and thermal components into a single package, to create a compact, lightweight and efficient solution that provides superior performance and higher efficiency. The most basic eAxle configurations are the “2-in-1" system and "3-in-1" system. In a “2-in-1” system, the e-motor is integrated either with the inverter or transmission, whereas in a “3-in-1” system, the e-motor...

From ADAS to autonomy: The strategic moves shaping the future of automakers

Automotive manufacturers are in a race to distinguish themselves in the fast-evolving landscape of advanced driver assistance systems (ADAS) and autonomous driving technologies. As competition intensifies, original equipment manufacturers are adopting diverse strategies to integrate these features, ranging from enhancing safety and convenience with ADAS to pushing the boundaries with fully autonomous capabilities. A recent example of this strategy is Mercedes-Benz, which in August became the ...

The shifting landscape of EV batteries: Watt's next?

Battery swapping is an approach in the electric vehicle (EV) industry, featuring two solutions: full battery swaps and modular systems. Full swaps allow for battery replacement at stations, providing convenience but requiring infrastructure investment. Modular systems enable drivers to add battery packs for longer trips, offering flexibility and reduced vehicle weight. Both solutions depend on advancements in battery technology and infrastructure to be effective. As the industry evolves, optimiz...

BMW's recall rumble: Brake-by-wire woes

BMW has initiated a recall involving over 1.5 million vehicles globally, citing issues with the integrated braking system (IBS) supplied by Continental AG. This recall encompasses significant models such as the BMW 5-Series, 7-Series, Rolls-Royce Spectre, Mini Cooper, Mini Countryman and numerous BMW crossovers. The defect lies in the brake-by-wire (BBW) technology, an innovative system aimed at enhancing braking efficiency through electronic signals rather than traditional hydraulic mechanisms....

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Car Cutaways
19-Sep-2024

Suppliers to the Cadillac OPTIQ

The Cadillac OPTIQ is manufactured at at the company’s advanced assembly plant in Ramos Arizpe, Mexico. Production of the car is expected to peak at 13175 in 2025, according to a forecast from S&P Global Mobility. With the planned production of Cadillac’s Optiq in Mexico, the GM Ramos Arizpe plant will become the second production site to produce the model, following the Cadillac Jinqiao plant in mainland China, which exclusively serves the Chinese market. Image Sourc...

Watt’s up? India’s EV infrastructure growth is nearly fully charged

The electric vehicle charging space in India is powering up. The past few quarters have brought many announcements of collaborations between automakers, power companies, oil retailers, charging hardware manufacturers and service providers to expand the network of public EV charging stations across the country. However, the path is far from smooth with several obstacles remaining to be navigated around. This week, Tata Power, one of India's largest integrated power companies, announced it had ...

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16-Sep-2024

Exploring new growth opportunities for airbags in vehicles

Airbags, along with seatbelts, are the most effective passive safety systems used in vehicles to mitigate the impact of road accidents. Airbags have proved to be highly effective, especially in high-frontal and side impact accidents, in both saving lives and reducing injuries. Unlike seatbelts, airbags are not mandatory fitment in vehicles in many markets. Some countries have made driver’s side airbags or frontal airbags (comprising the driver airbag and the front passenger airbag), mandato...

Interior Insight: Genesis GV70

The Genesis GV70 is designed to compete with premium SUVs like the Audi Q5, Mercedes-Benz GLC and BMW X3. It also offers a variety of trim packages and customizable options, making it appealing to a wide range of buyers seeking both comfort and performance in a luxury vehicle. We take a closer look inside. The cabin radiates luxury with its quilted leather seats and a meticulously crafted dashboard featuring elegant, layered designs. It accommodates five passengers comfortably, with adjustabl...

Chip suppliers eye India as new frontier for growth

The Indian automotive market is rapidly evolving, and semiconductor suppliers are eyeing it as a fertile ground for expansion. The demand is particularly high in infotainment, telematics and in-car entertainment systems with advanced driver assistance systems (ADAS) also showing signs of growth in the Indian market, although penetration of such drive assist technologies is relatively low compared to the EU and US markets. In recent years, leading semiconductor companies have been turning thei...

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10-Sep-2024

The power of high-resolution radar: Interview with Forvia Hella

High-resolution radar is a key technology for autonomous driving, providing essential capabilities that enhance vehicle safety and operational efficiency. To learn more, we spoke to Jürgen Maisel, director of Radar Scouting & Future Architecture at Forvia Hella. Unlike traditional radar systems, high-resolution radar (HRR) offers improved accuracy in detecting distances, angles and velocities, enabling multiple object tracking and precise obstacle detection. This function is vital for au...

Interior Insight: Nissan X-Trail

The Nissan X-Trail is a popular sport utility vehicle (SUV) that balances functionality and comfort. We delve into its interior design, infotainment system, connectivity features, luggage capacity, cabin versatility, and interview Alex Edmond, Qashqai & X-Trail product section manager at Nissan Motor (GB) Limited. Interior design and comfort The interior layout is straightforward, with controls positioned for easy access. While the materials used throughout the cabin are generally of g...

Balancing lightweighting and sustainability goals: Interview with World Auto Steel

The automotive industry is increasingly adopting diverse materials to achieve lightweighting, crucial for enhancing fuel efficiency and reducing emissions. Traditional materials like steel are being complemented or replaced by advanced high-strength steels, aluminum, composites and magnesium. Advanced high-strength steel (AHSS) allows for thinner sections without compromising strength, enabling manufacturers to reduce weight while maintaining safety and structural integrity. Aluminum, known f...

Lightweighting with advanced polymers: Interview with Envalior

The automotive industry is increasingly turning to sustainable materials, particularly advanced polymers and composites, to achieve lightweighting and enhance vehicle efficiency. Lightweight vehicles contribute to fuel efficiency and reduce greenhouse gas emissions. Advanced polymers, such as bio-based plastics and thermoplastics, offer an eco-friendly alternative to traditional materials, while composites, which combine materials like carbon fiber with resins, provide strength without the weigh...

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03-Sep-2024

Suppliers to the new Volkswagen ID7

The Volkswagen ID.7 is manufactured at its factory in Emden, Germany. Production of the car is expected to peak at 40998 in 2025, according to a forecast from S&P Global Mobility Image Source : Volkswagen Suppliers to the new Volkswagen ID7 COMPONENT NAME SUPPLIERS Low -voltage battery Clarios Suspension Componets Rollax Trim Clips , Single Side Clip EFC International Door Control Unit , OnBoar...

Are projection lights the next big trend in automotive lighting?

For years, automakers have been equipping vehicles with lighting systems for seeing the road ahead, especially during nighttime, and for being seen by other road users including pedestrians, cyclists and other drivers. While headlights and sometimes front fog lights are mainly used for seeing, drivers count on signaling lights (taillights, brake lights, reverse lights, rear fog lights and center high-mounted stop lights), daytime running lights (DRLs) and turn indicator lights (both in the front...

The road ahead: Navigating the 2029 US AEB mandate and its impact on automotive safety

The 2029 automated emergency braking (AEB) mandate, encapsulated in the Federal Motor Vehicle Safety Standard (FMVSS) No. 127, represents a pivotal shift in automotive safety standards in the United States, setting forth stringent requirements for advanced AEB systems to enhance vehicle safety. With a compliance date set for Sept. 1, 2029, this mandate aims to significantly reduce the incidence of rear-end collisions and pedestrian injuries by ensuring that vehicles can detect imminent threats a...

We will see a conflict of technologies between battery swapping and fast charging: Vikramadithya Gourineni, Executive Director, Amara Raja Energy & Mobility Limited

S&P Global Mobility: With a global slowdown in the sale of battery-electric vehicles (BEVs), several legacy automakers are beginning to increase their focus on hybrid vehicles. In India too, there are two lobbies — one that favors leapfrogging to BEVs and the other that looks at hybrids as the next best step. For Amara Raja, while hybrids and BEVs both translate into business, how do you otherwise view this transition? Vikramadithya Gourineni: I have mixed views on this transition. Both...

South Korean battery companies accelerate development, scale for lithium iron phosphate battery ecosystem

Intensifying competition and a global slowdown in the demand for electric vehicles are increasingly pressuring carmakers to explore ways to reduce the cost of manufacturing for wider adoption. The growing focus on lithium iron phosphate (LFP) battery technology is emerging to be a key step in that direction with almost all global automakers looking to integrate LFP chemistry into their battery portfolios, irrespective of their location. While the battery makers from mainland China, such as CA...

New display innovations continue to elevate in-car experiences

Drivers today want more intuitive, interactive and personalized in-vehicle displays thanks to ever-rising connectivity, autonomy and even vehicle sharing possibilities. Visual stimulation and information presentation is more crucial to drivers and passengers today, whether for vehicle operation or infotainment. Consequently, automakers are gradually shifting their focus from cranking up horsepower to enriching mobility experiences and are leveraging in-car display innovations as a means to diffe...

Application of GaN in EV power electronics will be niche, but important

Longer range and faster charging speeds are probably the two most important aspects that prospective owners look for in an electric vehicle. While battery technology is important, power electronics play an equally important role in ensuring these attributes are met in an EV. Power electronics is a term that refers to a process that controls the flow of current and voltage and converts it into a form that is appropriate for user loads. A power electronics system converts electrical energy into...

High demand from other industries signals a looming automotive semiconductor shortfall

Recent public announcements from key players in the automotive and semiconductor industries have raised alarms about a potential chip shortage expected to hit in the later half of 2025 or 2026. A top executive from Continental has indicated that, based on current forecasts, the industry may face another round of semiconductor shortages around the third or fourth quarter of 2025. During its second-quarter earnings call, TSMC CEO C.C. Wei highlighted that the supply of advanced chips is unlikely t...

Automakers feel the heat as US regulators tighten scrutiny on data privacy violations

Automotive had traditionally been a manufacturing-oriented industry until recently when software-defined connected vehicles burst onto the scene and terms like GenAI, ML and big data suddenly became relevant. As “traditional” vehicle manufacturers increasingly look out to transition from hardware to software-as-a-service (SaaS), mobility-as-a-service (MaaS) and vehicle subscription businesses, new revenue opportunities have arisen for original equipment manufacturers, parts suppliers, data a...

Navigating the vehicle lightweighting landscape: Interview with Covestro

Lightweighting in the automotive industry is a pivotal strategy aimed at enhancing vehicle performance, efficiency and sustainability. As the demand for alternative and future mobility concepts grows, polymers emerge as key enablers, offering design flexibility and integration capabilities for advanced applications such as autonomous driving technologies. However, the transition to alternative materials raises critical considerations, including reliability, safety and the challenges of recycling...

Embracing the shift to software-defined vehicles: Interview with Elektrobit

The software-defined vehicle (SDV) is a new buzz phrase in the car industry. It refers to vehicles that can enhance their capabilities through software updates, eliminating the need for physical part replacements. SDVs use software to govern operations, incorporate new features, and facilitate the integration of novel functionalities. This concept marks an advancement in the automotive industry, laying the foundation for autonomous driving and vehicle connectivity technologies. To learn more,...

Future of imaging radar: Interview with Aptiv

Four-dimensional (4D) imaging radar is a key technology for autonomous driving, providing real-time and accurate information about the surrounding environment. To learn more, we spoke to executives from Aptiv. Four-dimensional imaging radar is an emerging key technology for autonomous driving, providing real time and accurate insights into the surrounding environment. It complements other sensors such as cameras and is used in conjunction with these in the automotive industry. The 4D imaging ...

Embracing Digital Twins in the Automotive Industry: Interview with PTC

A digital twin (DT) is a virtual replica of a physical asset that uses real-world data and models to improve operations and aid in decision-making. It incorporates real-time and historical data, as well as engineering, simulation and machine learning models. By creating a digital twin, the automotive industry can gain insights into the performance and behavior of physical assets, optimize operations and make more informed decisions. The use of DTs in the automotive industry is expected to bec...

Tech innovators in the auto space: Interview with Baidu AI Cloud

The emergence of software-defined vehicles (SDVs) represents a seismic shift in the automotive industry and the broader mobility ecosystem. SDVs go beyond being traditional vehicles and function as platforms for connectivity, data generation, personalization and monetization. They have the potential to disrupt established business models, drive innovation and reshape our perception of vehicles. SDVs have implications that extend beyond the automotive sector, impacting public transportation, city...

Embracing Digital Twins in the Automotive Industry: Interview with IBM

A digital twin (DT) is a virtual replica of a physical asset that uses real-world data and models to improve operations and aid in decision-making. It incorporates real-time and historical data, as well as engineering, simulation and machine-learning models. By creating a DT, the automotive industry can gain insights into the performance and behavior of physical assets, optimize operations and make more informed decisions. The use of DTs in the automotive industry should become more widesprea...

Embracing Digital Twins in the Automotive Industry: Interview with Ansys

A digital twin (DT) is a virtual replica of a physical asset that uses real-world data and models to improve operations and aid in decision-making. It incorporates real-time and historical data, as well as engineering, simulation and machine learning models. By creating a digital twin, the automotive industry can gain insights into the performance and behavior of physical assets, optimize operations and make more informed decisions. The use of DTs in the automotive industry is expected to bec...

Embracing Digital Twins in the Automotive Industry: Interview with Digiflec

A digital twin (DT) is a virtual replica of a physical asset that uses real-world data and models to improve operations and aid in decision-making. It incorporates real-time and historical data, as well as engineering, simulation, and machine learning models. By creating a digital twin, the automotive industry can gain insights into the performance and behavior of physical assets, optimize operations and make more informed decisions. The use of DTs in the automotive industry is expected to be...

Embracing Digital Twins in the Automotive Industry: Interview with rFpro

A digital twin (DT) is a virtual replica of a physical asset that uses real-world data and models to improve operations and aid in decision-making. It incorporates real-time and historical data, as well as engineering, simulation, and machine learning models. By creating a digital twin, the automotive industry can gain insights into the performance and behavior of physical assets, optimize operations and make more informed decisions. The use of DTs in the automotive industry is expected to be...

Embracing Digital Twins in the Automotive Industry: Interview with ABB Robotics

A digital twin (DT) is a virtual replica of a physical asset that uses real-world data and models to improve operations and aid in decision-making. It incorporates real-time and historical data, as well as engineering, simulation, and machine learning models. By creating a digital twin, the automotive industry can gain insights into the performance and behavior of physical assets, optimize operations and make more informed decisions. The use of DTs in the automotive industry is expected to be...

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Supply Chain
20-Aug-2024

Vehicle telematics hardware market on a strong growth path

Wireless communication with vehicle electronic systems has become inevitable, and it is only improving. This trend is the driving force for the extensive expansion of all connected services and the uptake of telematics hardware. In addition, growth drivers include connected, autonomous, shared and electric (CASE) mobility megatrends; maturing of 5G connectivity; vehicle-smartphone integration; favorable legislation/regulations; V2X mandates, etc. Future autonomous vehicles will have multiple wir...

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Investments
19-Aug-2024

Funding must continue for the development of FCEV ecosystem

While many initiatives aim to boost FCEV adoption, most focus on commercial and heavy-duty vehicles, where FCEVs are better suited for long hauls compared to battery-electric vehicles (BEVs). In the light-vehicle segment, ‎the lack of hydrogen fueling stations is a significant barrier to widespread adoption. Building a comprehensive network of stations requires substantial investment. Moreover, FCEVs are currently more expensive than BEVs, mainly due to the high cost of fuel cells. Continui...

Embracing the shift to software-defined vehicles: Q&A with Red Hat

The software-defined vehicle (SDV) is a new buzz phrase in the car industry. It refers to vehicles that can enhance their capabilities through software updates, eliminating the need for physical part replacements. SDVs use software to govern operations, incorporate new features, and facilitate the integration of novel functionalities. This concept marks an advancement in the automotive industry, laying the foundation for autonomous driving and vehicle connectivity technologies. To learn more,...

Tech innovators in the auto space: Interview with Lenovo VP of vehicle computing

Key takeaways: Collaboration between the technology and automotive industries is paramount for mutual learning and advancement. In the next 5-10 years, the ability to learn quickly and effectively from each other will be the key to success. It is not a competition, but a collaborative effort to leverage strengths and drive innovation. Large language models have the potential to revolutionize the automotive industry by enhancing the driving experience and improving productivity for automa...

Software-defined vehicles: Interview with Stellantis chief software officer

Key takeaways: The shift to centralized computing is disrupting the business models of many players in the industry, including tier 1 suppliers who are now considering licensing software to car manufacturers for use on the centralized computer. This change in mindset and business approach within the industry has been noticeable over the past three years. Stellantis has made the decision to insource a significant portion of its software development to increase efficiency and have greater ...

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Car Cutaways
07-Aug-2024

Suppliers to the BMW 1-Series

The Fourth-generation BMW 1-Series is manufactured at its Group Plant Leipzig in Germany. Production of the car is expected to peak at 113774 in 2025, according to a forecast from S&P Global Mobility. Image Source : BMW Suppliers to the BMW 1-series COMPONENT NAME SUPPLIERS Exterior Mirror Motherson Sumi Systems Oil Suction Filter IBS Filtran Hot End Assembly Boysen Hose & Tube Protection De...

Self-driven economy: China's market dominance in autonomous vehicles

The Chinese government's proactive approach and the competitive dynamics among industry players are accelerating the development of autonomous driving technologies. While the road ahead is uncertain, the potential benefits of safer, more efficient transportation systems make this an exciting and transformative period for the automotive industry. The central and municipal governments in China play key roles in the advancement of the autonomous vehicle industry. For instance, the announcement o...

Assault on battery: The impact of EV slowdown on battery investments

Since the second half of last year, the electric vehicle segment is facing strong headwinds, much to the surprise of many, as EVs have been witnessing a strong demand in the last few years in several markets around the world. The ambitious zero-emission (ZEV) sales targets by both governments and the automakers painted a rosy picture about the EV industry and how quickly it is expected to evolve. As the novelty of EVs fades, the last several months have brought forth the realization that ther...

Volvo's software hurdles: Is software the new Achilles' heel of legacy automakers?

In June, Volvo recalled the EX30 electric small sport utility vehicles (SUVs) owing to a software issue. The software update, intended to enhance features and functionality, instead led to a multitude of problems and a surge in customer returns and refund demands. This situation has resulted in a range of issues, including blacked-out infotainment screens, incorrect information displayed on functioning screens and driver profiles reverting back to factory settings. Furthermore, driver aids have ...

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Supply Chain
31-Jul-2024

Cloud computing use cases for automotive - raining innovation

Thanks to the proverbial software-defined vehicle (SDV) that is helping the industry realize the buzz around CASE (connectivity, autonomy, shared mobility, electrification) megatrends, data flowing out of vehicle ecosystems have spiraled out of control. To put things into perspective, a typical connected vehicle can generate nearly 25 GB of data per hour and collect information from more than 100 different datapoints, thanks to embedded features including geolocation and navigation, companion ap...

Radar reimagined – Interview with Magna International

Four-dimensional imaging radar is a crucial technology for autonomous driving, providing real-time and accurate information about the surrounding environment. To learn more, we spoke to Jeff Liscouski, director, Product Management Radar at Magna International and Christian Frank, director, Pre-Development Radar at Magna International. A key technology for autonomous driving, 4D imaging radar complements other sensors such as cameras and is used in conjunction with them in the automotive indus...

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Interviews
30-Jul-2024

Interview: Garrett Motion on E-cooling compressor

The shift from internal combustion engine (ICE) vehicles to electric and hybrid vehicles has driven the adoption of electric AC compressors. According to S&P Global Mobility's forecast, the demand for electric AC compressors was 22.5 million units in 2023 and is projected to reach 64.0 million units by 2030, with a compound annual growth rate (CAGR) of 16%. Garrett Motion is a leading supplier of turbochargers and superchargers. To stay ahead in the rapidly evolving automotive industry an...

Scope of lidar sensor integration in vehicle headlights

Automakers are equipping new vehicles with a rising number of sensing solutions such as cameras, radars, lidar and ultrasonic sensors, to enable various advanced driver assistance systems (ADAS) and automated driving functions. These sensors combined provide the vehicle with a 360-degree view of its surroundings to enhance driver safety. Generally, automakers count on cameras, radars or both to enable some of the widely offered ADAS applications such as forward collision warning system (FCW),...

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Car Cutaways
19-Jul-2024

Suppliers to the Dodge Charger

The Dodge Chargers will be built in Windsor, Ontario. Production of the car is expected to peak at 31714 in 2025, according to a forecast from S&P Global Mobility Image Source : Dodge Suppliers to the Dodge Charger COMPONENT NAME SUPPLIERS Low Voltage Battery Clarios Panel Retainers - Air Induction System EFC International Seat Cross Member , A-Pillar , Gestamp Roller Finger Follower...

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Interviews
18-Jul-2024

Driving thermal efficiency with flow: Interview with Hydrohertz

To know more about Hydrohertz and especially its Dectravalve solution, we spoke to Hydrohertz Founder Martyn Talbot. The following is an edited transcript of the conversation. S&P Global Mobility: How has the transition to electric and hybrid vehicles increased the importance of effective thermal management, and what are the key thermal management challenges encountered? Martyn Talbot: The importance of thermal management in both electric and hybrid vehicles has increased drasticall...

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Car Cutaways
15-Jul-2024

Suppliers to the Renault Symbioz

The Renault's new compact C-Segment SUV, the Symbioz is manufactured at the Valladolid plant in Spain. Production of the car is expected to peak at 75345 in 2025, according to a forecast from S&P Global Mobility Image Source : Renault Suppliers to the Renault Symbioz COMPONENT NAME SUPPLIERS HVAC Module Denso Electronic Park Brake Switch Kostal Cylinder head Nemak Center Console, Inst...

How solar car parks are becoming hot property: Interview with 3ti

Solar car parks are gaining popularity as they provide power generation and protection for vehicles. Demand for these car parks, often located near hospitals, shopping centers and offices, has grown in the UK. Businesses are increasingly adopting on-site renewable energy solutions to reduce electricity costs, making solar car parks an attractive option. To gain more insights into this trend, we interviewed Mark Potter, chief technical officer of 3ti. Key takeaways: 3ti’s mini pop-up s...

Making waves in the autonomous driving industry: Wayve’s funding splash

Wayve's recent funding represents the largest AI fundraising in the UK to date. One notable aspect of Wayve's approach to automated/autonomous driving technology is its focus on empowering a variety of manufacturers through its 'Embodied AI' technology. Unlike many competitors that rely heavily on high-definition maps and pre-programmed routes, Wayve utilizes a machine learning model that learns from vast amounts of data, simulating human learning. This adaptability enables Wayve's system to han...

The shift to software-defined vehicles: Valeo China interview

Software-defined vehicles (SDVs) govern operations, integrate new features and facilitate the addition of novel functionalities through software. This advancement in the automotive industry is paving the way for autonomous driving and vehicle connectivity technologies. SDVs are evolving through the separation of software and hardware development, similar to smartphones. Original equipment manufacturers are creating "walled gardens" for applications, which involve continuous agile software dev...

Thanks to Cerence, Volkswagen rolls out ChatGPT to more group vehicles

Volkswagen is offering its new-generation infotainment system integrated with ChatGPT in more models. The artificial intelligence (AI)-based tool is available in all electric vehicle models offered by ID. family as well as in the new Golf, Tiguan and Passat. The advanced AI system, accessible via the IDA voice assistant, allows users to interact with their car using natural language for a range of functionalities that surpass traditional voice control. Capabilities extend to having search result...

Volkswagen – Rivian deal: VW gets E/E architecture, Rivian gets capital and scale

On June 25, Volkswagen Group and US-based electric carmaker Rivian Automotive announced their plan to set up an equal joint venture company that will focus on developing the next-generation electrical and electronic (E/E) architecture and software solutions that will be central to upcoming electric vehicles from both the carmakers. The strategic partnership also entails Volkswagen’s plan to invest $5 billion in Rivian, starting with an initial investment of $1 billion through an unsecured c...

Navigating compliance costs: OEMs' dilemma in making legacy vehicles compliant with cybersecurity

The implementation of the United Nations Economic Commission for Europe (UNECE) R155 cybersecurity regulation has ramifications for the automotive industry that are more immediate than one would ordinarily expect in the vehicle planning process. It has led to some shuffling of vehicle portfolios among original equipment manufacturers due to inputting cost-benefit scenarios into the vehicle planning process. Porsche's decision to discontinue sales of the internal combustion engine (ICE)-powered M...

Riding the software wave, Stellantis scales up its technology offerings

Stellantis recently concluded its first Investor Day on a high, and why not? Formed from the merger of the Italian-American conglomerate Fiat Chrysler Automobiles and the French PSA Group in 2021, Stellantis has not only quickly established itself as one of the leading global automakers but seems even better positioned to meet future challenges. A “software” shot in the arm Since 2021, the company has seen a 2.5-fold increase in high-margin revenue from software and connected services,...

Central computers: While some OEMs chase central computing, others pursue a more pragmatic route

The Automotive Computing Conference (ACC) is a premier event that brings together professionals, researchers and enthusiasts from the automotive industry and computing field. Topics covered include autonomous driving technologies, vehicle-to-vehicle and vehicle-to-infrastructure communication, advanced driver-assistance systems (ADAS), in-vehicle infotainment systems, and the application of artificial intelligence in automotive technologies. Representing S&P Global Mobility, Richard Dixon...

There are companies that scale too quickly and too early in a developing marketplace: Alex Hearn, CEO and Co-Founder of Lightstate Ltd.

S&P Global Mobility: Please tell us about the origins of Lightstate. How did it come into being? Is it the opportunity size that pulled you? Alex Hearn: The purpose starts with passion rather than financial motivation. The origin of Lightstate lies in the idea to help tackle climate change and the path to net-zero emissions. We have seen rapid decarbonization in power generation around the world. However, we are still emitting about 14.9 billion metric tons of carbon a year, and transport...

Soft landing for automotive semiconductor industry in 2024

The automotive semiconductor market grew another 18% in 2023 based on revenue share analysis. A solid performance, but 6 points lower than the previous forecast. What happened? What does it mean for the 2024 outlook and beyond? 2023 was good, but not as good as expected The automotive semiconductor market experienced a more than 25% increase in revenue in both 2021 and 2022, demonstrating significant momentum. Subsequently, in 2023, the market continued its upward trajectory with an increa...

Interior Insight – Nissan Leaf

The second-generation Nissan Leaf improves upon its predecessor in all aspects, offering increased speed, better driving dynamics and a longer range between charges. But how does the interior compare? We take a closer look inside. Inside story The Leaf's seats provide a comfortable ride, with the option of luxurious leather/suede covering on higher trims. You can enhance safety for little ones with the optional Isofix mounting for the front passenger seat. While the storage space is not ex...

Interior insight – Genesis G80

Genesis is gradually gaining recognition for its top-notch interior quality, even when compared to established luxury vehicles in its segment. We take a closer look inside the G80. Inside story The car's interior features rich finishes such as wood trim and metal accents, and a focus on detail. It has a wide-spanning dashboard display that looks upscale and uncluttered. Customization options include quilted leather, a premium audio system and electrically reclining rear seats with entertai...

Seeing the unseen: The power of 4D imaging radar

Four-dimensional imaging radar is an emerging key technology for autonomous driving, providing real time and accurate insights into the surrounding environment. It complements other sensors such as cameras and is used in conjunction with these in the automotive industry. The 4D imaging radar uses multiple antenna arrays to gather extensive data and generate precise 3D models. It operates at frequencies such as 77 or 79 GHz, enabling split-second reaction times that are required for autonomous ve...

Beijing Auto Show 2024: A connected car and UI/UX review

The 2024 Beijing International Automotive Exhibition, also known as Auto China, concluded in early May. Seeing participation from major global and local automakers as well as automotive suppliers, the exhibition was attended by more than 892,000 visitors, including 28,000 international attendees. The scale of the event and the level of attention it garnered are evident from the fact that over 1,500 exhibiting companies participated, with automakers showcasing 278 battery-electric vehicles (BEV) ...

A heads-up on the automotive head-up display (HUD) market

Automotive head-up displays (HUDs) first went into production back in 1988 with General Motors but were slow to gain traction owing mainly to the high cost and low end-user value. However, that is quickly changing as technological advancements have reduced production costs and an ever-growing demand for autonomous and driver-assistance features is driving HUD adoption. HUDs are increasingly being touted as replacements for the instrument cluster and passenger display besides expanding and sup...

Impact of US tariff on permanent magnets imported from mainland China

Announcement of US tariffs On May 14 the US announced changes in tariffs to thwart imports of electric vehicles, lithium-ion batteries and critical minerals such as graphite and permanent magnets from mainland China. As per the official announcement, in 2024, the tariff on EVs imported from mainland China will increase from 25% to 100%, the tariff on lithium-ion EV batteries will increase from 7.5% to 25%, and the tariff on battery parts will increase from 7.5% to 25%. The new tariffs will ta...

What Beijing Auto Show 2024 hints about the future of automotive lighting

The 2024 Beijing International Automotive Exhibition that concluded earlier in May once again put the spotlight on the fast-growing automotive market of mainland China. The event, more popularly known as the Beijing Auto Show, saw participation from all major automakers, both foreign and local, and automotive suppliers. The massive scale of the event and the level of attention it garnered are evident from the fact that automakers showcased 278 battery-electric vehicle (BEV) and plug-in hybrid el...

Chinese lidar suppliers RoboSense and Hesai dominate sales forecast

Two major mainland China-based lidar suppliers, Hesai Technology and RoboSense, have recently announced the launch of new lidar products aimed at advancing autonomous mobility and intelligent driving systems. Hesai's ATX lidar boasts an ultra-wide field of view (FOV) and long-range detection capabilities, providing vehicles with enhanced 3D perception. It features a compact design, low power consumption, and intelligent rain and fog identification. The ATX has already gained interest from lea...

The game of tariffs: US moves to stifle EV battery imports from mainland China

The openness of international markets, amplified by the acceleration in globalization over the past few decades, is usurped by the creeping return of protectionism. Nothing illustrates this trend better than the ongoing tug of war over electric vehicles (EVs) and their related supply chains. Policymakers in the US and European Union are rattled by the ambitions of mainland Chinese companies to expand exports of low-cost EV and EV parts, forcing them to announce new policies and reconsider import...

How the software-defined vehicle trend is driving innovation in chassis features

Steer-by-wire technology (SbW) eliminates the mechanical connection between the steering wheel and steering rack, relying solely on electronic communication. It offers numerous benefits for manufacturers and drivers, including the ability to produce a “dry” chassis without hydraulic fluid. It also opens possibilities for semi-autonomous safety systems and alternative steering controls. The systems are fully redundant, ensuring backup functionality in case of hardware or software failures. Sb...

Decoding thermal runaway in EV batteries

In November 2023, Stellantis recalled more than 32,000 of its hybrid Jeep Wrangler SUVs (2021–2024 models of the Jeep Wrangler 4xe sport utility vehicles) because they posed potential fire risk. As per the company, eight of the hybrid Wranglers caught fire while turned off and parked. Six of them were being charged when the fire began. Similarly, General Motors recalled Chevrolet Bolt EV and Bolt EUV (all model year till date as of August 2021) due to the possibility of a faulty battery ...

AFIR comes into force. What does this mean for EV charging players in the EU?

In 2023, the EU passed a new regulation called the Alternative Fuels Infrastructure Regulation (AFIR) as a replacement to the original Directive 2014/94/EU on alternative-fuel infrastructure, the Alternative Fuel Infrastructure Directive (AFID). On April 13, 2024, the new regulation came into effect, with the aim to improve user experience and convenience while charging electric vehicles at public chargers. The AFIR sets binding targets for refueling infrastructure powered by electricity or o...

Electric parking brakes: Making handbrakes feel outdated

Introduction: The transition to electric parking brakes (EPBs) from conventional cable-operated mechanisms represents a significant advancement in automotive technology. Electric brakes not only effectively immobilize parked vehicles, but also introduce additional functionalities, including hill start assist and hill hold, thereby enhancing both safety and convenience for drivers. Furthermore, they adhere to stringent safety standards, such as ISO 26262 and require less frequent maintenance c...

How OEMs’ involvement in the battery value chain is evolving

Owing to the geopolitical uncertainties prevalent in the battery supply chain, automakers are always looking to have more control on the sourcing of various battery components. There are three main components that make up a conventional electric vehicle lithium-ion (Li-ion) battery — the cell, the module and the pack. Automakers can, and generally have, different levels of control on the value chain of these components. A few automakers have complete vertical integration where all the three...

insights
Car Cutaways
13-May-2024

Suppliers to the GMC Acadia

The GMC Acadia is produced at the Lansing Delta Township plant in Michigan. Production of the car is expected to peak at 90500 in 2025, according to a forecast from S&P Global Mobility. Image Source : GMC Suppliers to the GMC Acadia COMPONENT NAME SUPPLIERS Door Checks Edscha Side Door Hinge Multimatic Cylinder Block Nemak Prop Shaft NTN Body Fasteners P&R Fast...

insights
Car Cutaways
11-May-2024

Suppliers to the Mercedes Benz G-class

The Mercedes Benz G-class is produced at the Magna Steyr plant in Graz, Austria. Production of the car is expected to peak at 33521 in 2025, according to a forecast from S&P Global Mobility. Image Source : Mercedes-Benz Suppliers to the Mercedes Benz G-class COMPONENT NAME SUPPLIERS Coupling Flange Hirschvogel Automotive Group Floor Carpet Auria Steering Wheel Switch Kostal Low-voltage battery ...

Significance of the thriving automotive apps ecosystem

Digitization in our daily lives has transformed the world around us with high-speed cellular networks and the ubiquity of connected devices — be it TVs, smartphones, watches or consumer electronics. This exponential boom in the digital lifestyle mirrors the automotive industry with the soaring volumes of connected cars. Prospective new buyers, especially Gen-Z who are accustomed to using digital applications, crave for a seamless user experience inside their vehicles. Automakers recognize the ...

Tesla’s wild ride: From headlines to headscratchers and what it means for full self-driving

“A riddle wrapped in a mystery inside an enigma,” Winston Churchill’s famous soundbite at the beginning of World War II has been applied to many a discourse or course of events since it was first uttered. Its ultimate use case, to use the current vernacular, could never be more apt than unpicking Tesla’s strategy and tactics or the actions and pronouncements of its CEO Elon Musk. While Tesla still generates reams of press coverage, the tone has shifted, and it has slipped away f...

Seating suppliers’ strong financial performance in 2023

Automotive seat suppliers benefitted from strong growth in vehicle production in 2023. According to S&P Global Mobility data, light-vehicle production increased 9.4% year over year to 90 million units, recording the highest annual growth after the COVID-19 pandemic. Apart from the continuing recovery in vehicle demand, most automakers benefited from the easing of supply chain crisis, especially chip shortages which had forced them to adjust their production strategies for more than two years...

Ionna reflects automakers’ intent to step into EV charging space to win consumers

In July 2023, seven global carmakers — BMW, General Motors, Honda, Hyundai, Kia, Mercedes-Benz and Stellantis — came together to set up a joint venture focused on providing a reliable, high-speed electric vehicle charging network across North America. The JV has a goal of providing a reliable DC charging network that can offer a seamless charging experience, aimed at exceeding customer expectations in a market that is marred by a lack of adequate EV charging networks, range anxiety, dysfunct...

InterBattery 2024: South Korean battery companies rush to commercialize solid-state batteries

South Korean battery-makers are working overtime to put solid-state batteries into mass production, along with developing new innovative chemistries to achieve quick charging times. The InterBattery 2024, which was organized in Seoul, South Korea, between March 6–8, saw South Korean battery companies demonstrating the latest innovations in battery technologies, in addition to unveiling their business roadmaps through this decade. For the first time, Samsung SDI, one of the big-three South K...