Filters
Your Selections
    Reset
    Save Cancel
    Asset
    Published
    Vehicle Domain
    Topical Categories
    Application Area
    China races to lead in ultrafast EV charging technologies
    The race to develop ultrafast chargers for electric cars started around 2022, when at an event, Chinese electric carmaker XPeng launched its S4 ultrafast supercharging technology. At the event in Guangzhou, the company organized a ‘live’ demonstration of charging its electric SUV G9 with its S4 supercharger, which delivered a Chinese light-duty test cycle (CLTC) range of 210 kms in just 5 minutes of charging. It was then Xpeng Chairman and CEO He Xiaopeng took the spotlight and compared t...
    Insights
    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...
    Insights
    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...
    Insights
    Cars that care: The sustainability shift
    Sustainability in the automotive industry is becoming increasingly important as the sector works to address its impact on the environment. One key focus is the use of lightweight materials, which can improve fuel efficiency and reduce emissions throughout a vehicle's life. Manufacturers are looking for alternative raw materials and developing designs that minimize environmental impact. This includes using recyclable materials and making products easier to recycle at the end of their life. ...
    Insights
    Shaken but not stirred: Consumers’ trust in autonomous vehicles is improving
    Consumer trust in autonomous vehicles remains mixed and cautious globally, with skepticism still outweighing enthusiasm in most markets, even as the technology improves. To understand consumer sentiment toward autonomous driving technologies, the research and consumer insights teams at S&P Global Mobility conducts an annual survey that serves as a quantitative input and foundational pillar of our vehicle autonomy forecasts. By asking new-vehicle intenders a series of questions to gauge de...
    Insights
    Lithium iron phosphate may get another boost as mainland China further tightens battery safety standards
    Lithium iron phosphate (LFP) technology is already a force to be reckoned with in mainland China’s electric vehicle segment, with automakers preferring this technology over the nickel cobalt manganese (NCM) battery due to its low-cost, better safety attributes. LFP’s position may get even stronger when mainland China’s new battery safety regulations take effect. Recently, mainland China’s Ministry of Industry and Information Technology (MIIT) announced a new mandatory national safety ...
    Insights
    Sustainability trends in the automotive industry
    Sustainability is increasingly becoming a priority in the automotive industry, as companies seek to address their environmental impact and respond to regulatory pressures. Establishing Environmental Committees allow organizations to systematically evaluate their operations, from individual contributions to manufacturing processes. Collaborating with ISO 14001 accredited suppliers is essential for enhancing supply chain sustainability and minimizing packaging waste. Companies are also consolidati...
    Insights
    Policy changes, surging demand for hybrid vehicles increases shelf life for ICE vehicles
    Even as several countries continue to derisk their global manufacturing and supply chain footprints amid geopolitical volatility, tariffs and trade conflicts, looming socio-economic challenges such as the rising cost of living and inflation have led to increased consumer preference for more affordable internal combustion engine (ICE) vehicles. This broad global trend is also supported by a slowdown in the demand for higher priced battery-electric vehicles (BEVs) and the lack of adequate and reli...
    Insights
    EU’s industrial action plan focuses on commercial vehicle charging infrastructure, providing grid access to CPOs
    Acknowledging that the pace of electric vehicle charging infrastructure deployment has been slow and must accelerate to meet the requirements given under the Alternative Fuel Infrastructure Regulation (AFIR), a part of the Fit for 55 package, the European Commission has given a nod to launch the European Clean Transport Corridor initiative in the third quarter of 2025. In its Industrial Action Plan for the EU’s automotive industry, which was released on March 5, the commission said that it ...
    Insights
    Driving sustainability – Interview with PPG
    Sustainability in the automotive industry is increasingly focused on the development and use of electric vehicle battery materials and coatings. As the shift toward electrification accelerates, manufacturers are prioritizing environmentally friendly practices to minimize the ecological footprint of their products. This includes enhancing the recyclability of materials, reducing energy consumption during production and ensuring compliance with stringent environmental regulations. One of the cr...
    Insights
    The evolution of power distribution units in automotive electronics
    Advancements in electronics systems and software are driving a significant transformation in the automotive industry. Vehicles are increasingly equipped with sophisticated electronic systems, such as infotainment, advanced driver-assistance systems (ADAS), and vehicle-to-everything (V2X) communication. This integration requires power distribution units (PDUs) to support the growing number of electronic control units (ECUs) and sensors, necessitating more complex and reliable power distribution n...
    Insights
    How automotive lighting market in India is evolving
    Earlier this year at the Bharat Mobility Global Expo, held in New Delhi, India, several automakers present in the Indian market unveiled their new vehicle models equipped with advanced lighting systems, including full LED headlights and taillights, daytime running lights (DRLs), front and rear light bars, and illuminated logos. Tata Motors, for example, presented its lineup of Nexon, Safari and Harrier SUV models, each featuring LED headlights and taillights, DRLs in the front, and rear lig...
    Insights
    Interview with Raajha M P, CEO of Bethel Automotive Safety Systems (India) Private Limited
    S&P Global Mobility: What motivated WBTL to establish manufacturing operations in India? Raajha: In comparison to the domestic brake suppliers, our organization has a product portfolio that addresses both current and future braking requirements. We've observed a noticeable gap in the domestic market, especially when it comes to advanced technology solutions like low drag/low weight disc brakes, EPB, one-box, EMB, ADAS, air suspension and steering solutions, and that's precisely the space ...
    Insights
    TI Fluid’s acquisition bolsters ABC Technologies’ position in EV thermal solutions market
    In April 2025, ABC Technologies successfully acquired TI Fluid Systems for over £1.8 billion. The merged entity will be rebranded as TI Automotive, reflecting the strong engineering, commitment from employees, and customer service legacies of both companies. The merger was initially announced in November 2024. a. TI Fluid Systems business scenario TI Fluid Systems comprises two product segments, i.e., fluid carrying systems (FCS) and fuel tank delivery systems (FTDS). It has an extensive ...
    Insights
    Sustainable steel: Insights from Tata Steel UK's leadership
    The automotive steel industry is experiencing notable changes driven by sustainability concerns. Key trends include the adoption of lower carbon production methods, increased recycling efforts and a focus on responsible sourcing practices. One significant trend is the transition from traditional steelmaking processes to electric arc furnace (EAF) technology. EAFs primarily use recycled scrap steel, resulting in a reduction of carbon emissions compared to conventional blast furnaces, which rel...
    Insights
    Interior insight: Nissan Juke
    The Nissan Juke, now in its second generation, continues to pay homage to its motorbike-inspired roots while evolving in terms of design and functionality. The interior reflects this duality, with elements like a glossy center-tunnel top that resembles a fuel tank and a cowl above the dials, reminiscent of the original model. However, the 2024 update has introduced improvements, making the Juke's interior both more refined and user-friendly. Interior overview The cabin features soft padded...
    Insights
    Interior Insight: Honda HR-V
    This Insight continues our series of car interior reviews, focusing on the technologies and materials. Launched in Europe in late 2021 and refreshed in 2024, the Honda HR-V carries the e:HEV badge, following in the footsteps of its siblings, the CR-V and Jazz. The interior of the HR-V has been designed to enhance accessibility and comfort. The central dash and console have been adjusted for easier access to the wireless charging mat. Enhanced sound-deadening measures have been implemented to ...
    Insights
    A look at US propulsion supply chain – Take 2
    Since taking office on Jan. 20, 2025, US President Donald Trump has made several announcements that significantly influence the automotive industry. In our previous analysis, "A Look at the Current Propulsion Supply Chain Landscape in the US," we explored the US propulsion supply chain, anticipated announcements from the Trump administration, and the dynamics of imports versus domestic production. In this article, we will assess the key announcements made by the second Trump administration and t...
    Insights
    Auto supply chain: Merge or miss out?
    The 2020s have not been auspicious for the automotive industry or the automotive supply chain. Increasing regulatory stringency regarding emissions and fuel economy, the topsy-turvy transition to electric vehicles, the rise of software-defined vehicles (SDVs) and, more recently, tariffs and counter-tariffs imposed by various countries have all contributed to the current turmoil. All this followed the COVID-19 pandemic at the beginning of the decade, which caused widespread auto supply chain...
    Insights
    The green shift: Insights from Harman Automotive on sustainable practices
    The automotive industry is undergoing a significant shift toward sustainability, largely fueled by increasing consumer awareness of environmental issues. Today’s consumers are more concerned than ever about the ecological impact of their purchases, which has created a strong demand for sustainable practices throughout the automotive supply chain. As a result, suppliers are under pressure to integrate eco-friendly initiatives at every stage, from sourcing materials to manufacturing processes, t...
    Insights
    Suspension of NEVI program may push back United States' progress in electromobility by several years
    The first couple of months of Trump administration 2.0 were action packed for businesses across sectors and even across international borders. While tariffs on neighboring countries have been at the center of the discourse, the administration’s unfavorable position toward clean energy technology sector has also led to some critical decisions within the country that are bound to affect the pace of transportation electrification. The recent suspension of the National Electric Vehicle Infrastr...
    Insights
    Mainland China’s MIIT tightens regulations on automated driving technologies
    Mainland China’s Ministry of Industry and Information Technology (MIIT) has issued new regulations targeting autonomous driving technologies, effectively halting public beta testing, banning driverless features such as remote parking, and tightening marketing and software update rules. The move follows a high-profile incident involving an autonomous vehicle that resulted in three fatalities, prompting regulators to prioritize safety over rapid innovation. One of the most consequential devel...
    Insights
    Eye spy: Q&A with Seeing Machines
    Occupant monitoring systems (OMS) are becoming a game-changer in the automotive industry for safety and user experience. These systems are not just about detecting who is in the car; they combine 2D cameras with 3D depth sensors to deliver precise occupant tracking. With AI, they assess driver distraction by monitoring eye movements and head positions, giving real-time insights into whether a driver is paying attention or not. Edge computing takes this a step further, processing data on the spot...
    Insights
    Reinventing the wheel for electric vehicles
    The automotive industry is undergoing a significant transformation as it shifts toward electrification and sustainability. Among the innovations driving this change are in-wheel electric motors, which offer a unique approach to vehicle design and performance. These systems integrate the motor directly within the wheel hub, potentially simplifying vehicle architecture by minimizing the need for traditional components, such as transmissions and driveshafts. This design not only aims to simplify ma...
    Insights
    The shift to steer-by-wire systems - Interview with ZF
    Steer-by-wire (SbW) systems are a modern approach in automotive steering technology that replace traditional mechanical connections with electronic controls. This system utilizes sensors and actuators to manage steering inputs, allowing for precise control without the need for physical linkages. SbW systems offer several advantages, including the ability to adjust the steering ratio based on driving conditions, which can enhance maneuverability in urban settings and stability at higher speeds. ...
    Insights
    Greater China’s aluminum policy paves the way for a greener automotive future
    1. Strategic context: Policy overview Greater China’s Implementation Plan for High-Quality Development of the Aluminum Industry (2025–2027) outlines a comprehensive roadmap to elevate the region’s aluminum sector into a global leader in sustainability, innovation and resource security. Key targets include: 15 million tons of recycled aluminum production by 2027, reducing reliance on primary production. 30% clean energy adoption in electrolytic aluminum smelting. 3%–5% increa...
    Insights
    Hyundai throws its hat in the SDV ring with Pleos
    Hyundai Motor Group introduced its new mobility software brand Pleos at its 2025 developer conference held on March 28, marking a pivotal shift toward becoming a mobility technology company. Pleos, combining the Greek word "pleo" for "more" and OS for operating system, is designed to support autonomous movement and smart management of all mobile devices, connecting transportation and infrastructure to create a more efficient mobility environment. Specifically, Pleos aims to enhance the i...
    Insights
    Balancing safety, technology and regulation: The strategic importance of MRMs in automated driving
    As automated driving become more prevalent, such vehicles are increasingly capable of controlling both longitudinal and lateral vehicle dynamics. However, these systems still operate in defined conditions and rely on the driver to remain attentive and ready to take over when needed — either immediately or after a period of time communicated in advance. In scenarios where the driver becomes unresponsive or unable to regain control, the system cannot continue operating indefinitely. Disengaging ...
    Insights
    EC’s Industrial Action Plan: Navigating challenges and driving toward zero emissions
    On March 5, 2025 the European Commission (EC) rolled out an Industrial Action Plan to define a framework that can help ramp up Europe’s research and development (R&D) and industrial capacities amid the global transition to zero-emission vehicles (ZEVs). This action plan seeks to build upon the Strategic Dialogue on the Future of the European Automotive Industry, initiated by EC President Ursula von der Leyen in January, to address the critical challenges confronting the European autom...
    Insights
    Nvidia GTC 2025: Transforming the automotive industry with AI and advanced computing
    The Nvidia GPU Technology Conference (GTC) 2025 took place from March 17 to 21, 2025, at the San Jose Convention Center, California. This event continued to serve as a platform for developers, researchers, engineers and innovators to explore the latest advancements in GPU technology and its applications across various industries, such as AI and autonomous vehicles. At Nvidia's GTC 2025, CEO Jensen Huang's keynote highlighted the transformative potential of agentic AI using accelerated computi...
    Insights
    Demand for motorized interior systems is set to grow amid rising focus on higher in-vehicle comfort
    Automakers are counting on electric motors, which convert electrical energy into mechanical energy by applying the principle of electromagnetism, for supporting various functions in vehicles, ranging from chassis and safety to powertrain to interior systems. In the automotive interior, electric motors have been used for enabling comfortable seating, opening/closing of sunroofs, rolling up/down of door windows and for locking/unlocking of doors. In addition, electric motors are integral...
    Insights
    In retaliation to US tariffs, mainland China flexes its monopoly on rare earth metals again
    Even as global trade reels under the impact of the Trump administration’s tariffs, countries are in for another jolt from the other end of the world. In response to the US tariffs, mainland China has imposed its own limitations on exporting various medium and heavy rare earth metals, a sector in which it holds a dominant position. According to reports, mainland China controls more than 90% of global rare earth metal production. These key metals are used in almost all manufacturing industrie...
    Insights
    Shift happens: Suppliers drive home higher profits than OEMs in Q4 2024
    The automotive industry has long been recognized as a high-capital, low-return sector, grappling with various economic pressures and competitive challenges. In recent years, the landscape has shifted dramatically, particularly with the rise of mainland Chinese automotive companies. Here we review the profitability trends between original equipment manufacturers (OEMs) and suppliers, and the implications of macroeconomic factors that shape the industry. The automotive sector is currently in tu...
    Insights
    How automotive brake actuation system is evolving?
    Braking systems remain the most important safety systems for performing the critical tasks of decelerating and stopping vehicles to prevent accidents. For nearly a century, automakers have equipped their vehicles with hydraulic braking systems, relying on drum brakes, disc brakes or a combination of both to slow down or bring the vehicle to a complete halt. Hydraulic brake systems use hydraulic fluid, a type of oil, to transmit force from the brake pedal to the brake components. When the brake p...
    Insights
    Strategic consolidation: AAM's acquisition of Dowlais Group
    On Jan. 29, American Axle & Manufacturing (AAM) entered into a definitive agreement to acquire Dowlais Group through a combination of cash and stock, which values the UK-based firm at approximately $1.44 billion. Dowlais Group owns GKN Automotive and GKN Powder Metallurgy. Following shareholder and regulatory approvals, the transaction is anticipated to close by the fourth quarter of 2025. Potential synergies of AAM-Dowlais deal a.  AAM’s current business scenario AAM’s bus...
    Insights
    Computing on the edge and in the cloud: turning SDVs into reality
    As part of the shift to software-defined vehicles (SDVs), cloud computing has become a strategic extension of the vehicle-embedded systems computing. As a part of the cloud ecosystem, a collection of components work together to create a comprehensive experience for end vehicle users. These components include telematics, connectivity, infotainment, remote control and monitoring, software and firmware updates, data analytics, cybersecurity, and autonomous and connected features. The goal of an ...
    Insights
    How US agency’s ruling reshapes the future of connected and automated vehicles
    The ruling by the Bureau of Industry and Security (BIS) is designed to address national security concerns related to the Information and Communications Technology and Services (ICTS) supply chain for connected vehicles. It specifically targets two critical systems: vehicle connectivity systems (VCS) and automated driving systems (ADS). VCS encompasses hardware and software that enable vehicles to communicate externally, while ADS includes software capable of performing the entire dynamic driving...
    Insights
    Democratic Republic of Congo’s cobalt export suspension may not have a long-term impact
    The advent of electric vehicles has kept the demand for lithium-ion batteries growing for over the last decade. The battery supply chain industry, including cell manufacturing and battery materials, have witnessed huge investments leading to significant capacity buildup across several regions globally. However, the recent slowdown in EV demand has placed the supply chain in a tough spot as capacity addition resulted in an oversupply situation, which reduced the cost of all key battery materia...
    Insights
    SiC technology — key to BYD's 5-minute EV charging breakthrough
    The ability to charge an electric vehicle to a 400-km range in just 5 minutes represents a significant shift in EV technology with advanced semiconductor technology. BYD's Super e Platform achieved this through its newly developed car-grade silicon carbide (SiC) power chips. These chips are rated for 1,500-V operation, essential for supporting the platform's 1,000-V architecture and enabling megawatt-level charging capabilities. While Ron (on-resistance) is a critical factor in evaluating SiC...
    Insights
    Is BYD’s new platform the technological inflection point EVs need?
    The adoption of electric vehicles has not progressed as smoothly as anticipated five years ago. Many have questioned whether the transition to EVs is beneficial, as concerns about their practicality in everyday use persist, despite the advantage of zero tailpipe emissions. According to the S&P Global Mobility consumer survey conducted in 2024, primary concerns include the availability of charging stations, long charging times and the range on a single charge. Nearly half of the respondent...
    Insights
    India eliminates customs duty on battery materials to encourage local manufacturing
    Presenting the Union budget for financial year 2025-26 on Feb. 1, India’s Finance Minister Nirmala Sitharaman announced the removal of the basic customs duty (BCD) on the import of various battery materials. This includes cobalt powder, lithium-ion battery scrap, lead, zinc and 12 other essential materials. The budget also proposed to add 35 capital goods and equipment used in manufacturing batteries for electric vehicles to the list of exempted capital goods. The move is expected to not...
    Insights
    DeepSeek—So far so good, but can it weather the restricted chip access storm?
    AI is now a necessity in the automotive industry. From autonomous driving systems that promise seamless travel to in-cabin technologies that personalize our journeys, AI has become  a catalyst for accelerating the integration of new revolutionary technologies into vehicles. Until recently, there had been a prevailing notion that developing leading-edge large language models (LLMs) require significant technical and financial resources. That notion, however, stands disrupted now by a Chine...
    Insights
    Ambient lighting: more than just decorating vehicle interior
    Ambient lighting has rapidly emerged as a key tool for automotive designers to transform vehicle interior. Demand for the innovative interior lighting solution has grown rapidly over the past five years, consistently setting new fitment records annually. According to the forecast by S&P Global Mobility analysts, automakers installed 318.4 million ambient light components in more than 89 million vehicles produced in 2024. Ambient light fitment is forecast to continue to grow over the next six...
    Insights
    How software-defined vehicles are shifting gears: Insights from Valeo Brain's CTO
    The emergence of software-defined vehicles (SDVs) is transforming the automotive industry by integrating advanced technologies, enhancing connectivity, and redefining the relationships between original equipment manufacturers and suppliers. SDVs leverage software to provide enhanced driving automation and improved user experiences, facilitated by advanced driver assistance systems and innovative vehicle interiors. The increasing reliance on data sharing between OEMs and suppliers is paramount, a...
    Insights
    Sustainability practices in the automotive supply chain
    The automotive industry is transforming as it faces sustainability pressures and must adapt to changing market dynamics. Recently, the focus on sustainability has intensified due to regulatory requirements, consumer demand for greener products and the urgent need to combat climate change. The S&P Global Mobility 2025 Supplier Outlook highlights the sustainability practices being adopted across the automotive supply chain. The growing pressure for sustainability Luz Mauch, executive vic...
    Insights
    Navigating change: How automotive suppliers are adapting to consumer demands
    The automotive industry is rapidly evolving, shaped by shifting consumer preferences and economic pressures. Suppliers must be agile and proactive, swiftly responding to consumer demands while balancing production costs and profitability in a fiercely competitive market. The S&P Global Mobility 2025 Supplier Outlook emphasizes the need for suppliers to tackle these market changes head-on. Consumer behavior in flux Economic factors are key in shaping how consumers behave. In turn, these...
    Insights
    Mainland China's pushback may derail LFP cell production in Europe and US
    Mainland China has been hit by tariffs from several key trade partners including countries in North America and Europe, most recently the additional tariffs from the Trump administration. In fact, trade restrictions against mainland Chinese companies have been getting stricter in the last 12 months. Electric vehicles, in which China is a runaway leader, has been one of the main targets for tariffs. In October last year, Europe levied additional duties which were as high as 35.3% on companies ...
    Insights
    Suppliers to the new Opel/Vauxhall Frontera
    The new Opel/Vauxhall Frontera is manufactured at the Stellantis subsidiary’s factory in Trnava, Slovakia. Production of the full-electric small SUV is expected to peak at more than 67,700 in 2025, according to a forecast from S&P Global Mobility. Image Source : Opel  Suppliers to the new Opel/Vauxhall Frontera COMPONENT NAME SUPPLIERS A/C Compressor , Air Coooler Denso Front Subframe Gestamp Spring Seats ,&...
    Insights
    Stellantis drives into Level 3 autonomous race with launch of STLA AutoDrive 1.0
    Stellantis has announced the readiness of its in-house developed STLA AutoDrive 1.0, a Level 3 automated driving system enabling hands-free and eyes-off operation at speeds up to 60 km/h (37 mph). This positions Stellantis alongside Mercedes-Benz (2022) and BMW (2024) in the Level 3 race. The development of Stellantis' Level 3 also draws on the expertise acquired during the partnership with BMW several years ago. The Jeep Wagoneer will be the first vehicle to offer this tech, with Alfa Romeo and...
    Insights
    The Case for Solid-State Batteries: Interview with Ilika
    Suppliers are increasingly exploring solid-state batteries (SSBs) as a potential solution for the automotive industry, particularly as manufacturers seek to enhance the performance and safety of electric vehicles. Unlike traditional lithium-ion batteries that use liquid electrolytes, SSBs use solid electrolytes, which have several advantages, including improved energy density, greater safety and longer life cycles. However, while these benefits are promising, the technology is still in the devel...
    Insights
    Trump’s tariffs drive up auto steel and aluminum costs
    New steel and aluminum tariffs, scheduled to take effect March 12, represent a significant shift in US trade policy. The tariffs were announced by President Trump on Feb. 10, and they expand the 2018 measures imposed under Section 232 aiming to protect domestic industries. However, the tariffs are expected to increase costs for the automotive sector, which would ultimately lead to higher consumer prices. Additionally, the potential for retaliatory trade actions introduces further uncertainty and...
    Insights
    Trump 2.0: Will new tariffs disrupt the battery supply chain?
    The new Trump administration has begun operations, and it has not been the most comfortable two weeks for the US’ neighbors and trade partners. Donald Trump has started his second tenure as president of the US by announcing a slew of tariffs on Canada, Mexico and mainland China. The White House, in a release, said, “The extraordinary threat posed by illegal aliens and drugs, including deadly fentanyl, constitutes a national emergency under the International Emergency Economic Powers Act (...
    Insights
    Teamwork makes the dream work in automotive
    In an era where vehicles are as much about software as they are about steel, partnering has become essential rather than just beneficial. It is the powerhouse driving advancements in connected vehicles, autonomous driving innovations and sustainable practices within the automotive industry. However, collaboration in this sector can be a double-edged sword; while it sparks innovation, it also presents challenges. Cultural clashes, intellectual property dilemmas and the need for agility in respons...
    Insights
    How AI is powering the next generation of vehicles
    AI is now a necessity in the automotive industry. From autonomous driving systems that promise seamless travel to in-cabin technologies that personalize our journeys, AI is a catalyst for change. Insights from S&P Global Mobility’s 2025 Supplier Outlook highlight how AI can change vehicles and the entire automotive ecosystem. By analyzing user behaviors, AI can adjust settings and keep track of driver alertness, moving maintenance from a reactive to a proactive approach. This enhances f...
    Insights
    Charting a course through automotive supply chain disruptions
    The automotive industry is grappling with a myriad of supply chain disruptions that have become increasingly common since the pandemic struck. In addition to Brexit complexities, rising material costs, natural disasters, geopolitical tensions and economic instability are forcing companies to rethink their logistics and sourcing strategies on the fly. While improvements are anticipated in the global car chip shortage, challenges persist. As Nimish Ashar, associate director of E/E & Semicon...
    Insights
    Steering through regulations in the automotive sector
    As the automotive industry evolves, suppliers must prioritize regulatory compliance due to stricter environmental laws linked to climate change. Investing in new technologies is essential to avoid penalties and enhance competitiveness. We examine the regulatory challenges facing suppliers and share insights from industry executives in S&P Global Mobility’s 2025 Automotive Supplier Outlook. Regulatory pressures: A catalyst for change Automotive suppliers are facing numerous challenges...
    Insights
    Facing the skills crisis in the European automotive sector
    The European automotive supply industry is currently grappling with a severe labor shortage, exacerbated by record attrition levels that have plagued it over the past few years. This alarming situation has led to job losses that surpass even the darkest days of the pandemic. Despite optimistic forecasts for new job creation, the reality reveals a staggering net loss of nearly 56,000 positions since 2020, with the worst yet to come, according to The European Association of Automotive Suppliers (C...
    Insights
    Q&A with Harman on future-proofing connected vehicles
    According to S&P Global Mobility, the average age of cars and light trucks in the United States is now 12.6 years, and software obsolescence is a pressing challenge for Original Equipment Manufacturers. To stay competitive in the software-defined vehicle landscape, OEMs must ensure their vehicles are future-proof; this means designing telematics control units (TCUs) that easily upgrade from 4G to 5G and incorporate satellite communications for high-bandwidth, low-latency connections. Over...
    Insights
    The impact of semiconductor tariffs on automotive costs: A quantitative analysis
    Amid escalating trade tensions, US President Donald Trump has intensified pressure on key industries with a series of executive orders, ordering a review of US trade agreements and signaling further tariffs on automotive, semiconductors and pharmaceuticals. With a potential 25% tariff on all imported vehicles and new steel and aluminum tariffs set to take effect on March 12, 2025, the automotive sector faces mounting uncertainty. With the rise of software-defined cars, semiconductor content p...
    Insights
    Suppliers to the new Audi Q5
    The Audi Q5 is manufactured at  the plant in San José Chiapa, Puebla .Production of the car is expected to peak at 105120 in 2025, according to a forecast from S&P Global Mobility. One of Audi's modern plants is in San José Chiapa, which opened its doors in 2016. IIt is highly flexible and perfectly adaptable for the production of new vehicles. For the new Q5, the company has managed to change its systems during ongoing operations with minimal disruption, enabling a ...
    Insights
    Karma Automotive-Intel partnership: Looking to break the siloes in SDV development
    Among the many product unveilings and demonstrations held at the CES 2025 last month, an important announcement was made in the realm of software-defined vehicles (SDV) when Karma Automotive announced a collaboration with Intel Corporation for joint development of an SDV architecture that is expected to underpin Karma’s future electric vehicle models. First to potentially utilize the new architecture will be the Karman Kaveya super coupe, due out in 2026, followed by the production version of ...
    Insights
    Geopolitics, AI breakthroughs and Level 4 autonomy: The battle over data centers and compute power
    In the March 2024 electrical/electronic (E/E) semiconductor report titled "Global chessboard of chips: geopolitical shifts reshaping the automotive semiconductor landscape", we highlighted that restrictions on mainland China's access to critical AI chips and autonomous vehicle technology may not solely serve to limit its capabilities. Instead, these measures could potentially accelerate mainland China's efforts to develop domestic alternatives. Over recent years, mainland Chinese companies have ...
    Insights
    Sustainability is set to redefine the use of interior trim materials in vehicles
    Sustainability is transforming almost every industry around the world, including the automotive industry. Several automakers have set targets to achieve net carbon neutrality over the next 15-20 years. Stellantis plans to reach this goal by 2038; Mercedes-Benz in 2039; General Motors and Renault Group in 2040, Hyundai Motor Group in 2045; and BMW, Ford, Honda, Nissan, Suzuki, Toyota and the Volkswagen Group in 2050. To achieve net carbon neutrality, vehicle manufacturers are integrating susta...
    Insights
    Proposed US ban on Chinese connected vehicle technology: Will Trump allow wiggle room to the industry?
    Since his inauguration as US President last month, Donald Trump has been throwing caution to the rulebooks. Automotive industry stakeholders, both local and global, wait and watch for the many implications to unfold as President Trump brings key national issues to the fore—perceived security threats from mainland Chinese automakers and technology companies; environmental policy, particularly as it relates to vehicle emissions, infrastructure spending and safety regulations; and trade policy, a...
    Insights
    Bharat Mobility Global Expo 2025 reflects growing appetite for EVs in India
    The Indian electric vehicle industry seems to have entered the fast lane. The market is flush with new EV models, charging infrastructure is growing, and most of all, sales are rising. Nearly 100,000 EVs were sold in the country in 2024, a 20% growth compared to the previous year. The enthusiasm for EVs was quite visible at this year’s Bharat Mobility Global Expo, the leading auto show in India, now in its second year. The event held from Jan. 17–22 had more than 1,500 exhibitors and reco...
    Insights
    Tesla's Cybercab: Self-driving dream or a detour to disappointment
    The journey of autonomous vehicles began long before the unveiling of Tesla's Cybercab in October 2024. The concept of self-driving cars dates to the early 20th century, with experimental models emerging in the 1920s. Carnegie Mellon University developed the Navlab project in the 1980s, thus making the first significant strides in automation. The DARPA Grand Challenge of 2004 and 2005, plus the DARPA Urban Challenge of 2007 highlighted the potential of autonomous vehicles, igniting interest from...
    Insights
    Pioneering the road ahead: key automotive innovations unveiled at CES 2025
    Over the years the Consumer Electronics Show (CES) has become a center stage for automotive innovations. CES 2025 focused on the practical implementation of existing technologies rather than introducing new concept models, highlighting a shift toward refining and deploying previously unveiled innovations. Software-defined vehicles (SDVs) emerged as a central theme at CES 2025, reflecting their growing prominence and the intensified support from the broader automotive ecosystem. However, particip...
    Insights
    How AI is shaping the future of mobility — interview with PhysicsX
    Artificial Intelligence is increasingly being integrated into the automotive industry, primarily to enhance product development through advanced simulation techniques. The shift from physical testing to numerical simulations has led to substantial time and cost savings. However, this transition has created new bottlenecks, particularly with the running times of complex simulations, such as crash tests, computational fluid dynamics and finite element analysis. These simulations can take hours or ...
    Insights
    We plan to focus more on building EV charging hubs at strategic sites: SengTeong Chua, MD, ChargEV, Malaysia
    S&P Global Mobility: Please tell us about chargEV. What does the EV charger footprint look like and what countries do you operate in? SengTeong Chua: ChargEV was initially launched by the government under the Malaysian Green Technology and Climate Change Corporation (MGTC) in 2015 to develop a comprehensive charging infrastructure for Malaysia’s EV ecosystem, making it the oldest charge point operator (CPO) in the country. Yinson GreenTech acquired ChargEV in 2022 as part of its diversi...
    Insights
    CES 2025: AI, ML and XR emerge as important SDV enablers
    The software-defined vehicle or simply SDV is the new buzzword in the automotive industry and the recently concluded CES 2025 show was no different. As drivers today expect their vehicles to be fully integrated into their digital lives, the SDV is helping enable new connectivity, automation, and personalization features come alive. This trend of software increasingly shaping the customer experience and even the specification of the hardware in some cases makes new business models and types of co...
    Insights
    Suppliers to the new Skoda Elroq
    Production of the car is expected to peak at 79098 in 2025, according to a forecast from S&P Global Mobility. The full-electric Skoda Elroq compact SUV (SKODA)  Suppliers to the new Skoda Elroq COMPONENT NAME SUPPLIERS Dash Insulator Inner Auria Side Member Wheel Housing , Seat Cross Member Gestamp Suspension Mount , Door Beams , Suspension Mount Vibracoustic Light Touch Module ,...
    Insights
    Are fast charging batteries the answer to range anxiety?
    Earlier in 2024, S&P Global Mobility conducted a consumer survey related to electric vehicle, to gauge what the consumers are expecting out of the new age EVs. The survey aimed to understand the minimum range an EV should have and the longest acceptable time for a full charge. Most respondents expressed willingness to wait 30 minutes to an hour for a charging session. The aim is to reduce charging times as close as refueling times for an internal combustion engine (ICE). Installing fast-c...
    Insights
    AI-driven mobility
    In the high-octane world of automotive manufacturing, AI is more than just a tool — it is the powerhouse driving a monumental shift across the entire industry. From design to the showroom, AI is breaking barriers and igniting innovation. While self-driving technology often steals the spotlight, AI's impact is felt everywhere in the automotive landscape. S&P Global Mobility recently tapped into insights from AI specialists to explore its vast potential. When it comes to safety, AI emerge...
    Insights
    Interior Insight: Nissan Qashqai
    The Nissan Qashqai, launched in 2007, set off a trend for compact-crossover SUVs, leading to a surge in direct competitors in Europe. This review focuses on the interior technologies and materials used in the third-generation model's face-lifted interior. Like its predecessors, the styling of the new Qashqai was directed by Nissan Design Europe, based in Paddington, London, while engineering was led by the Nissan Technical Centre Europe, in Cranfield, UK.      &n...
    Insights
    CES 2025: SDVs in focus as the industry pivots towards software
    Vehicles and cities are getting smarter and more connected than ever. As stakeholders across the mobility and industrial ecosystem rewire to become software-enabled enterprises, the concept of software-defined vehicles or SDVs has gained much attention. The recently concluded Consumer Electronics Show (CES) in Las Vegas bore a testament to this. The software-defined vehicle was one of the buzzwords at the annual event this year, which lived up to its promise of being a proving ground for brea...
    Insights
    Chips and challenges: TSMC's export restrictions and its fallout for mainland China's auto industry
    The recent directive from the US Commerce Department to Taiwan Semiconductor Manufacturing Co. (TSMC) requires the company to halt shipments of advanced chips used for AI applications to mainland Chinese companies. Effective Nov. 11, 2024, this order targets chips of 7 nanometers (nm) and below, which are essential for supporting AI workloads and graphics processing units (GPUs). TSMC's decision to restrict the use of 7 nm or below processes for AI companies reflects its strategic positioning...
    Insights
    How tech, supply chain stack up for a joint Honda-Nissan holding company
    On Dec. 23, 2024, leading Japanese carmakers Nissan Motor Co. and Honda Motor Co. signed a memorandum of understanding (MOU) to further ongoing discussions for establishing a joint holding company, overarching the Honda and Nissan brands. While the merger could create the world’s third-largest vehicle manufacturer by sales, Nissan and Honda expect that the revenue of a joint holding company could exceed ¥30 trillion ($192.66 billion) with a 10% operating profit margin. This level of profit...
    Insights
    Insights from Great Wall Motor's CTO on industry challenges and future prospects
    Great Wall Motor Co. Ltd., (GWM) is a Chinese vehicle manufacturer based in Baoding, Hebei Province. GWM is a global intelligent technology company, whose business includes vehicle and parts design, R&D, production, sales and service. Its brands include HAVAL, WEY, ORA, TANK and GWM Pickup. We spoke to Wu Huixiao, chief technology officer of GWM. (Image source: GWM) Key takeaways: Challenges: User demand for smart cars is growing, prompting Great Wall Motor to enhance user...
    Insights
    Mobileye’s 2024 Innovation Day: key takeaways and prospects
    Mobileye hosted its Innovation Day on Dec. 9 and 10, 2024, in Munich, Germany. This event provided analysts and industry stakeholders with an in-depth look at Mobileye's technological advancements, strategic objectives and commercial progress. The agenda featured real-world demonstrations of the EyeQ5-based SuperVision system in production vehicles and the Drive system in robo-taxi vehicles. Additionally, Mobileye presented its technical approach to autonomous vehicle, introduced new technolo...
    Insights
    How AI is shaping the future of mobility — Interview with Elektrobit
    The automotive industry is undergoing a significant transformation through the integration of AI technologies. AI is being leveraged to enhance various aspects of vehicle performance, safety and user experience. One of the most prominent applications is in the development of advanced driver-assistance systems (ADAS), which utilize machine learning algorithms to improve safety features such as adaptive cruise control, lane-keeping assistance and collision avoidance. These systems analyze vast amo...
    Insights
    How AI is shaping the future of mobility - Interview with Ansys
    The automotive industry is increasingly using artificial intelligence to enhance various aspects of vehicle design, production and user experience. AI technologies are proving essential in streamlining processes, improving safety and enabling new business models, ultimately shaping the future of mobility. One of the most significant applications of AI in automotive design is in simulation processes. Traditionally, simulations can take days to complete, but AI-driven tools are reducing this ti...
    Insights
    How AI is shaping the future of mobility - Interview with Yanfeng
    The automotive industry is increasingly leveraging artificial intelligence to enhance efficiency and improve customer experiences. Manufacturers are using AI for supply chain optimization, predictive analytics, and safety enhancements in advanced driver assistance systems (ADAS). AI is also transforming customer interactions through personalized services and intelligent virtual assistants, while predictive maintenance helps ensure timely vehicle servicing. As the industry faces challenges like r...
    Insights
    How AI is shaping the future of mobility — interview with DXC Technology
    The automotive industry is experiencing a profound transformation as it increasingly integrates AI into its operations, fundamentally altering how manufacturers engage with consumers and streamline processes. This shift is not merely about enhancing efficiency; it reflects a broader strategy to redefine the mobility landscape in response to evolving market demands. AI technologies are being deployed across various dimensions of the automotive sector, from supply chain optimization to predicti...
    Insights
    Generative AI: A catalyst for autonomous driving amid validation challenges
    During the first half of 2024, automakers have notably advanced the integration of generative AI across multiple segments, such as infotainment systems, vehicle personalization and in-car personal assistants. This integration has enhanced the user experience by providing personalized content, real-time navigation, and intelligent voice interactions, transforming vehicles into more intuitive and adaptive environments. Generative AI is also poised to redefine autonomous driving by enabling systems...
    Insights
    2024 vehicle interface and experience trends: A year in review
    Drivers today want more intuitive, interactive and personalized in-vehicle experiences thanks to ever-rising connectivity, autonomy and even vehicle sharing possibilities. Visual stimulation and information presentation is more crucial to drivers and passengers today, be it for vehicle operations or simply entertainment. Consequently, automakers are gradually shifting their focus from cranking up horsepower to enriching mobility experiences and are leveraging in-car display innovations as a mean...
    Insights
    Nio's insights on navigating the evolving EV market
    In 2024, the global automotive industry faced several challenges. Tariffs and trade barriers imposed by various countries on Chinese new-energy vehicles (NEVs) have disrupted market access and intensified competition. To navigate these challenges, companies are prioritizing innovation and quality. Advanced technologies, such as artificial intelligence and autonomous driving features, are becoming essential for standing out in a crowded market. Automakers are investing in smart technology, enhanc...
    Insights
    Automotive Supplier Outlook 2025: Volume 4 Companies P - Y
    S&P Global Mobility’s Matthew Beecham has engaged senior executives from 42 suppliers in the automotive supply chain for an end-of-year interview initiative. This initiative seeks to gather valuable insights into the challenges faced in 2024 and the strategies being formulated for 2025, prioritizing genuine experiences over elaborate strategies. This report is the final volume in a four-part series. The key discussion points include the challenges faced by automotive suppliers in 2024, ...
    Insights
    FCC finalizes rules for C-V2X rollout in the US
    The US Federal Communications Commission (FCC) last month, in a bipartisan and unanimous action, announced the adoption of final rules for the implementation of cellular-vehicle-to-everything (C-V2X) technology. These regulations aim to enhance transportation safety and efficiency by enabling direct communication among vehicles, roadside infrastructure, and other road users such as cyclists and pedestrians. This will facilitate non-line-of-sight awareness and adaption to changing driving conditi...
    Insights
    In search of the next-generation high-resolution headlight
    LED was adopted as the light source in a vehicle’s front lighting nearly two decades after it was introduced in a rear light application in the mid-1980s. In front lighting, LED was first used for daytime running light (DRL) applications in 2004, and shortly thereafter as a light source for low beam and high beam headlights. Then, automakers began providing full-LED headlights.   One key technology enabling widespread LED adoption in headlights was the matrix beam-shaping method, first...
    Insights
    Automotive Supplier Outlook 2025: Volume 3 Companies K - N
    S&P Global Mobility’s Matthew Beecham has engaged senior executives from 42 suppliers in the automotive supply chain for an end-of-year interview initiative. This initiative seeks to gather valuable insights into the challenges faced in 2024 and the strategies being formulated for 2025, prioritizing genuine experiences over elaborate strategies. This report is the third of four volumes. The key discussion points include the challenges faced by automotive suppliers, including increased r...
    Insights
    Can AI and ML help in mitigating thermal runaway risks in EV batteries?
    In our recent article, "Decoding thermal runaway in EV batteries," we examined the serious issue of thermal runaway in electric vehicle batteries. This phenomenon poses significant risks, including fire hazards and safety concerns for drivers and passengers, especially if it occurs while a vehicle is parked in a garage or basement, or during the storage and transport of EV batteries. The article also discussed various mitigation strategies to prevent thermal runaway, such as developing safer bat...
    Insights
    Talking Heads: Looking forward to 2025 - Key themes
    As we approach the end of 2024, our Talking Heads series delves into conversations with the practice leads at AutoTechInsight. The aim is to explore the challenges and opportunities that lie ahead in their respective domains. In 2024, the automotive sector faced a series of challenges that tested its adaptability. Supply chain disruptions, coupled with declining raw material costs like lithium, added to these difficulties. Amidst these challenges, manufacturers began pivoting toward plug-in h...
    Insights
    Northvolt’s collapse: A tale of reckless extravagance and blurred focus
    Fewer than two years after the collapse of Britishvolt, one of the most promising battery startups in the UK, Swedish battery maker Northvolt filed for chapter 11 in the US on Nov. 21. The filing followed its failure to scale up production as planned at its flagship gigafactory in Skellefteå, Sweden and raise more funds to rescue its operations. While Northvolt’s collapse is seen as another setback to Europe’s battery ambitions, it also underlines a wider trend of new-age, clean-tech startu...
    Insights
    A look at the current propulsion supply chain landscape in the US
    Policies by Trump administration in 2016-20 Before examining the potential effects of Trump’s victory on the automotive sector in the US, especially regarding the supply chain for propulsion components, it is essential to review the significant automotive policies and decisions made during his first term as president. Safer Affordable Fuel-Efficient (SAFE) Vehicles Rule: Rolled back fuel economy standards from the previous administration, aiming for a 1.5% annual increase in fuel effi...
    Insights
    Revving up safety: How do game-changing updates to NHTSA 5-Star Safety Ratings system impact stakeholders?
    The US Department of Transportation's National Highway Traffic Safety Administration (NHTSA) has officially implemented substantial revisions to its 5-Star Safety Ratings program, a critical initiative aimed at enhancing road safety across the nation. These updates involve the integration of advanced driver assistance technologies, the introduction of a crashworthiness pedestrian protection program, and the establishment of a strategic plan for future modifications over the next decade. The r...
    Insights
    Automotive Supplier Outlook 2025: Volume 2 Companies E - I
    S&P Global Mobility’s Matthew Beecham has engaged senior executives from 42 suppliers in the automotive supply chain for an end-of-year interview initiative. This initiative seeks to gather valuable insights into the challenges faced in 2024 and the strategies being formulated for 2025, prioritizing genuine experiences over elaborate strategies. This report is the second of four volumes. The key discussion points include ongoing supply chain disruptions, labor shortages, and regulatory ...
    Insights
    Interview: KPIT’s approach to streamlining software integration in the automotive sector
    KPIT is an Indian-headquartered company best described as a software integrator solely focused on automotive. Its 13,000 employees provide services, solutions and products on a worldwide basis. KPIT is supporting six original equipment manufacturers in North America, Europe and Japan in its software-defined vehicle (SDV) journey from defining the electrical/electronic (E/E) architecture to the development of domains such as advanced driver assistance systems, powertrain and connected vehicles. W...
    Insights
    Interview — Global in-car payment technologies and landscape
    Founded in 2007, Parkopedia has become a key player in the emerging in-car payments market. It is one of the world's leading connected car services providers. The Parkopedia app today is used by millions of drivers globally for not just parking-related solutions but finding and paying for fuel, EV charging, road tolls and other connected car services in over 20,000 cities across 90 countries. As the COO, Dr. Puvogel’s main responsibilities at Parkopedia include driving sales and marketing, ...
    Insights
    Automotive Supplier Outlook 2025: Volume 1 Companies A - D
    S&P Global Mobility's Matthew Beecham has engaged senior executives from 42 suppliers in the automotive supply chain for an end-of-year interview initiative. This initiative seeks to gather valuable insights on the challenges faced in 2024 and the strategies being formulated for 2025, prioritizing genuine experiences over elaborate strategies. This report is the first of four volumes published in late 2024. Key discussion points encompass significant trends impacting suppliers, such as sh...
    Insights
    EV battery prices will continue to fall, despite upward movement in battery material prices
    Lithium-ion (Li-ion) battery prices have decreased around 90% over a past decade. In the past one year itself, prices have fallen nearly 25%. What’s causing the prices to fall so dramatically? This was primarily due to the fall in prices of critical battery metals: Lithium, cobalt and nickel. For example, the price of cobalt has fallen from roughly $70,000 per metric ton in 2022 to about $30,000 in 2024. Similarly, the price for lithium carbonate has also fallen from a high of approximately $7...
    Insights
    loading
    Trending News
    Latest Podcasts
    Latest Reports
    Latest Insights
    Latest Profiles
    Latest Startups
    preload preload preload preload preload preload