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    Brake through: BWI & Thyssenkrupp's EMB alliance
    Introduction: BWI Group and Thyssenkrupp signed a contract for the development and production of cutting-edge electromechanical brake (EMB) technology. The collaboration between BWI Group and Thyssenkrupp to evolve EMB systems marks a significant step in the automotive industry's journey toward autonomous driving. This partnership underscores a commitment to innovation and a shared vision to redefine vehicle motion control, emphasizing safety, efficiency and comfort in autonomous vehicles. ...
    Software-defined vehicles: An identity crisis for the industry?
    We are entering an era where vehicles will be defined by their software. Think of that statement. In isolation, it says a lot. Throughout the past hundred years or so, vehicles have largely been defined by their brand. Alfred Sloan built a whole company on this principle. Today, Carlos Tavares, with Stellantis, has built a house of brands that appeal to different parts of the market with varying degrees of overlap. The brand of car we drove defined who we were as people. Driving a Volvo defined ...
    Baltimore: Not another port in automotive’s stormy recent history
    As the world awoke on the morning of March 26 to the news that there had been a crash involving a container ship and the Francis Scott Key Bridge in the city of Baltimore, which had caused the bridge to collapse, immediate thoughts were with the safety and welfare of all concerned. Six people are missing, presumed dead in the tragic aftermath. Traffic through the port will be suspended until further notice and looks set to cause disruption to trade and supply chains. One of the sectors that w...
    Not all things begin and end with Tesla: Mexico's burgeoning automotive supply chain
    As with everything that Tesla says and does, its investment in Mexico for a new vehicle plant has attracted much attention. The latest hubbub around the Santa Catarina, Nuevo Leon, plant surrounds reports that Tesla is looking to invite its mainland Chinese suppliers at its operations in Shanghai to join it in investing in Mexico. That it is looking to bring some of its mainland Chinese suppliers to Mexico is not surprising. Original equipment manufacturers (OEMs) do this all the time. They have...
    ReElement Technologies, USA Rare Earth sign sales agreement for ultra-pure rare earth elements
    ReElement Technologies Corporation, a leading provider of high-performance refining capacity of rare earth and critical battery elements, has signed a sales and offtake agreement with USA Rare Earth LLC for the production and sale of ultra-pure rare earth elements using ReElement's patented purification and refining process, currently in production at its Noblesville, Indiana facility, ReElement announced on March 6. It said that the facility is currently being expanded at its Marion Advanced...
    Battery boost: US draws up new graphite supply chains, dimming import needs
    There are many topics debated in the lithium-ion battery category. For example, which cathode chemistry is most appropriate for which application be it nickel, cobalt, manganese or iron in varying ratios with lithium. Rarely up for debate, however, is the anode material. That’s because it’s almost always graphite. The problem for the auto industry is that the US government is trying to build a resilient electric vehicle (EV) supply chain that levers away mainland China’s influence on th...
    Tracking the carbon footprint of electric vehicle batteries
    Those who think it is a case of job done in terms of action on climate change for the auto industry, in the wake of the industry’s rapid adoption of electric vehicles, need to think again. We were gently reminded of this when the United Nations Framework Convention on Climate Change (UNFCCC), in its recently released yearbook, highlighted that although businesses, investors and governments are stepping up to take climate action in greater numbers than ever before, it is not enough. The applica...
    Mainland China's latest ban to intensify diversification of rare earth magnet supply chain
    1. What has been banned by Mainland China? On December 21, 2023, mainland China imposed a ban on the export of rare earth magnet-making technology. The country’s Ministry of Commerce released a revised version of the Catalogue of Technologies Prohibited and Restricted from Export, which includes the ban on export of technology used for making rare earth magnets. As per the country, the revised ban and regulations are implemented with the intent to safeguard its national security and public ...
    Navigating the Red Sea crisis, an automotive industry perspective
    Geopolitical tensions and Yemen-based Houthi militant attacks in the Red Sea and Gulf of Aden are exposing the vulnerability of global trade to regional conflicts, leading to detours, delivery delays and other repercussions for the auto industry.  Initial disruptions and global response The global shipping industry has faced major disruptions since December 2023, due to attacks on Western cargo ships that the Houthi have alleged to have affiliations to Israel. The Houthi have instigat...
    S&P Global Mobility forecasts 88.3M auto sales in 2024
    Global new light vehicle sales in 2024 will see a 2.8% increase year-over-year, according to a new forecast by S&P Global Mobility. The light vehicle output recovery continues to feed inventory restocking efforts across many regions, as supply chain and demand is further recovering, supported by lingering pent-up consumer demand. S&P Global Mobility remains wary on recovery prospects, however, with consumer demand challenged by elevated vehicle pricing alongside challenging credit and le...
    Automotive ‘Hypervisor’ market landscape
    The development of automotive hypervisor solutions is being fuelled by an increase in the use of embedded virtualization at the device level to support different operating systems. To support Infotainment multimedia and connected services, as well as safety-critical instrument clusters for electric vehicles and sophisticated safety features with ADAS L0 and L1, primary use cases may be seen in the cockpit domain electronics. Vehicles in the Entry and Mid-Price classes, supported by Chinese OEMs,...
    While the industry talks about casting, the play is being rescripted and the staging changed
    Gigacasting is a hot topic in the automotive industry right now. We continually receive calls from clients on the subject, either concerned about how it’ll change their market prospects or warning of the perils of this ‘eggs-in-one-basket’ strategy. They’re right about the perils. It’s a long list. Massive castings can cost up to 10 times more than what they’re replacing. They may have distortion issues, may remove important repair capabilities. What’s more they require intensiv...
    OEMs are unlikely to entirely in-source e-drives or their components
    In our recent insight titled “The battle for e-drive supremacy: Make vs. Buy,” we discussed how the majority of OEMs are opting to in-source e-drive components, mostly e-motors and overall eAxle system integration, owing to a variety of reasons: Obtain competitive advantage: For electric vehicle makers, range and efficiency are the key differentiators as potential customers seek EVs that provide a higher range and faster charging. Electric drive components such as e-motors and inverter...
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