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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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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 ...
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 ,&...
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...
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...
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...
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 (...
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...
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...
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...
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...
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...
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...
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...
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 ...
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 ...
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 ...
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...
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...
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...
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...
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...
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 ...
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...
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...
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 ,...
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...
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...
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...
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...
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...
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 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...
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...
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...
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...
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...
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...
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...
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...
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...
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, ...
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...
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...
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...
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...
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...
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...
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...
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...
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 ...
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...
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, ...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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....
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 ...
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...
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...
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...
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