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    Landmark Umicore deal key to Volkswagen’s EV battery strategy in Europe
    On 26 September 2022, Europe’s largest carmaker Volkswagen Group’s newly established battery company PowerCo and Brussels-based material supplier Umicore announced setting up a joint venture (JV) for precursor and cathode material production in Europe, starting from 2025. The landmark agreement with Umicore is expected to be critical for VW, which has two major long-term milestones to achieve: prepare for the European Union’s regulatory requirement of allowing sale of only zero-carbon-emis...
    Inflation Reduction Act 2022 remains a tough call for carmakers to avail EV tax credits
    It has been almost a month since the Democrats in the US Senate passed the Inflation Reduction Act of 2022 (IRA 2022), which became legislation on 16 August 2022 after the US President Joe Biden signed the act. While carmakers and their suppliers across the electric vehicle (EV) battery supply chain have been scrambling to decode the new mandates, auto industry lobbies from Europe, South Korea, and Japan have already expressed deep concerns about the ability of global carmakers to meet the requi...
    Plastic Omnium acquires Varroc Lighting Systems in order to future proof lighting business
    Plastic Omnium announced the acquisition of tier-1 lighting supplier Varroc's automotive lighting business, Varroc Lighting Systems (VLS), for EUR600 million (USD635.43 million) as part of the company's investments for sustainable growth. VLS’ expertise in advanced lighting solutions in headlamps and rear lamps, innovative technologies in optic system development and electronic control, and software for lighting will help Plastic Omnium to provide turnkey exterior lighting to vehicle manufactu...
    Demand for chips in vehicle lighting industry to stay strong
    The ongoing global chip shortage has impacted several industries, including lighting. The shortage has been aggravated by a variety of factors, ranging from changing market dynamics to geopolitical tensions. Shipping delays and shortages of semiconductors used in electronics such as LED drivers have extended lead times and impacted product availability in the lighting industry. This situation has driven several major LED product manufacturers globally to increase prices on LED luminaires and LED...
    Mapping global market demand for centralized chassis controllers
    Megatrends associated with the penetration of driving assistance and driving automation features have stimulated demand for a new range of specialized chassis-related controllers designed specifically for the application in vehicles equipped with alternate centralized electrical/electronic architectures (EEAs). The previous article on this subject examined why the auto industry is moving toward centralized EEAs, how the application of domain controllers is helping to drive improvements to int...
    Landmark Umicore deal key to Volkswagen’s EV battery strategy in Europe
    On 26 September 2022, Europe’s largest carmaker Volkswagen Group’s newly established battery company PowerCo and Brussels-based material supplier Umicore announced setting up a joint venture (JV) for precursor and cathode material production in Europe, starting from 2025. The landmark agreement with Umicore is expected to be critical for VW, which has two major long-term milestones to achieve: prepare for the European Union’s regulatory requirement of allowing sale of only zero-carbon-emis...
    Understanding the European Data Act’s impact on the connected car landscape
    With amendments to the European Data Act being heard through the end of October, S&P Global Mobility analysts have put together a rundown of the proposal to date, as well as industry responses in favor and in opposition.  What is the Data Act?  The Data Act, or more formally the Proposal for a REGULATION OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL on harmonized rules on fair access to and use of data, is a proposal that was issued in late February 2022 aimed at setting stan...
    Tier-1 suppliers to dominate ADC production, but newcomers are catching up
    An autonomy domain controller (ADC) is a central processing unit that integrates inputs from several sensors around System-on-Chip (SoC) processors. Based on sensor data, the ADC evaluates information from multiple sources to arrive at an outcome or guidance for the driver or vehicle to implement, such as indicators to the driver to aid parking or execute a lane change. In autonomous vehicles, ADCs directly communicate with control systems to independently drive the vehicle. The complexity of...
    In-vehicle wireless charging set to witness steady growth
    In-vehicle wireless charging follows the trend seen in the consumer electronics space. There is a shift away from the use of wires, be it charging smartphones or using wireless headsets. With numerous automakers already offering in-car wireless charging, the technology could become a norm in the near future. Toyota reportedly unveiled the first car the with in-console Qi wireless charging for mobile devices with the launch of model year (MY) 2013 Avalon.  Suppliers: Renesas Electronic...
    Subscription Services: Enabling features for consumers, and revenues for automakers
    As the automotive industry becomes increasingly reliant on software, OEMs and suppliers are reshaping their strategies to tap into the potential revenue pool. Automakers including General Motors, Volkswagen, and Stellantis, among others, have already announced investments of billions of dollars over the decade to strengthen their software ecosystem. For example, Volkswagen’s CARIAD software unit has targeted developing 60% of its software in-house. This will give the automaker the autonomy of ...
    Inflation Reduction Act 2022 remains a tough call for carmakers to avail EV tax credits
    It has been almost a month since the Democrats in the US Senate passed the Inflation Reduction Act of 2022 (IRA 2022), which became legislation on 16 August 2022 after the US President Joe Biden signed the act. While carmakers and their suppliers across the electric vehicle (EV) battery supply chain have been scrambling to decode the new mandates, auto industry lobbies from Europe, South Korea, and Japan have already expressed deep concerns about the ability of global carmakers to meet the requi...
    Centralizing E/E architectures: The key to efficient integrated chassis control
    Over the last few years developments in the driving assistance and automation feature market have driven demands for a new generation of automotive controllers that are able to process, analyze, and communicate increasingly large amounts of complex real-time data rapidly, efficiently, and flawlessly. A progressive electronification of vehicle systems, meanwhile, has led to the penetration of by-wire chassis systems equipped with electronic control units (ECUs) that process information fed fro...
    How rising vehicle autonomy impacts demand for autonomy domain controllers
    An autonomy domain controller (ADC) is a central processing unit that integrates inputs from several sensors around System-on-Chip (SoC) processors. Based on sensor data, the ADC evaluates information from multiple sources to arrive at an outcome or guidance for the driver or vehicle to implement, such as indicators to the driver to aid parking or execute a lane change. In autonomous vehicles, ADCs directly communicate with control systems to drive the vehicle independently of the driver. The...
    Tracking the emission reduction initiatives of the top-5 auto steel suppliers
    Concerns over Scope 3 emission reporting regulatory requirements, government and investor pressures to decarbonize supply chains, and a progressive increase in fossil fuel steel prices owing to rising carbon prices have driven downstream consumer industries to increasingly switch toward the application of low-emission green steel for production operations. Driven by this demand, steel manufacturers have ramped up investments to decarbonize operations across global plants, while simultaneously se...
    How is the global semiconductor shortage impacting thermal and powertrain suppliers?
    The global automotive industry reported a semiconductor shortage for the first time in the second half of calendar year (CY) 2020. That was the time when major automakers, which were looking to scale up production and revive industrial activities across the automotive supply chains, struggled to secure necessary supplies of mainly electronic and electrical components powered by the semiconductors. As demand for household appliances including consumer electronics and white goods, and cars witn...
    OTA updates drive automotive connectivity
    Over-the-air (OTA) updates are crucial for the automotive industry as it becomes more software-driven. It is time consuming to recall a vehicle to the garage to fix issues or upgrade its software. Apart from the convenience for a vehicle owner, OTA updates can also be more cost effective for the automaker. While software-related OTA updates are becoming common, OTA updates related to electronic control units (ECUs) are becoming a key differentiator. The number of global light vehicles in oper...
    Carbon ceramic brakes: Expanding beyond the luxury and ultra-high performance segments
    While growth in the luxury and ultra-high performance vehicle segments has driven a progressive increase in demand for specialized carbon ceramic brake discs, component manufacturers of the particular tech have over the last few years increasingly looked toward expanding market share by penetrating the broader high-performance disc brake market that is currently dominated by ventilated cast iron rotors. This article will provide an extended discussion into how carbon ceramic discs are differe...
    Not just a distant dream: Centralized E/E architectures
    The automotive industry is undergoing a period of huge change fuelled by the adoption of connectivity, autonomous driving, shared mobility, and electrification. Digital cockpits, the Internet of Things (IoT), and advanced human-machine-interface can also be included in the list of trends. In addition to automotive safety and comfort features, the kind of connected-ecosystem experience that customers have come to expect from their smartphones has become increasingly important, and OEMs now com...
    How the Inflation Reduction Act of 2022 impacts the US EV ecosystem
    On 7 August 2022, Democrats in the US Senate passed the Inflation Reduction Act of 2022, which aims to not only take control of rising inflation by reducing the fiscal deficit but also invest in domestic manufacturing of renewable energy and electric vehicles (EVs), secure the necessary supply chain, and cut down the carbon footprint by roughly 40% by 2030. The proposal made within the purview of the Inflation Reduction Act of 2022 (IRA) expects to raise about USD739 billion and invest about ...
    Decarbonizing the automotive steel supply chain
    While demands for lightweighting and increased requirements for impact resistance have driven a progressive decline in demand for mild steel for body structure manufacturing, an increased availability of new steel alloys with high strength and optimized energy absorption characteristics from major suppliers has renewed interest in the material’s application within the future light vehicle segment. At the same time, net zero targets set by countries bound by the Paris agreement have led regu...
    How advanced materials are evolving the automotive sunroof landscape
    The automobile roof has traditionally been regarded as an additional closure component that protects the occupants from environmental and noise, vibration, and harshness (NVH) conditions. With the design of the passenger cells and the connection of the pillars, there is also an element of safety. While sunroofs have traditionally included a sliding sunshade to block light when closed, this is not always the case. In the interest of safer driving, auto glass is becoming larger to accommodate...
    OEMs equipping advanced sensor suite and processing power in new models to enable high-level autonomy
    Whether an automated vehicle or a fully driverless vehicle, its ability to identify where it is, understand its surroundings, and make decisions about where it needs to go next is the essence of its operation. To navigate safely, a vehicle needs to perform five major tasks—perception, localization, prediction, planning, and control. Autonomous vehicle perception requires collecting data from vehicle sensors and processing the data to understand the vehicle environment and navigate safely. F...
    Geofencing developments: V2X and 5G to expand applications?
    While geofencing is by no means a new concept, the advancement of automotive technologies means that the applications can only increase. Geofencing defines a zone to track vehicles. A geofence essentially leverages location data to set up boundaries. While Global Positioning System (GPS) is the most common form of technology used, other data signals, including cellular, wi-fi, and Radio Frequency Identification (RFID), can also be considered. According to IHS Markit forecast, global telematic...
    Automakers contemplate on reducing size of in-vehicle displays?
    The growth of autonomy, e-mobility, and connectivity have naturally changed the business prospects for automakers and suppliers. Trends include in-vehicle infotainment—such as subscription-based videos and music services—and a key element is in-car displays, which are crucial in connecting the vehicle to its passengers. Auto companies are constantly developing new display technologies and immersive user interfaces to attract customers. Displays have become a key selling point for automakers ...
    How rapid electrification of vehicles will impact the coolant industry?
    The need to establish a sustainable global transportation system, which accounts for nearly one-third of the global carbon emissions, is leading to rapid electrification of vehicles across segments. As several countries continue to tighten the emission norms for automobiles and roll out new policies for the adoption of electric vehicles (EVs), vehicle manufacturers are increasingly investing in their respective product portfolios, supply chains, new technologies, and EV ecosystem to ensure that ...
    Software complexity starting to cost CEOs their job
    Complexity in the software has increased to a level where it has become not just difficult to debug and maintain, but it has compounded an OEM’s already difficult situation to comprehend the overall system interactions between various electronic control units (ECUs) and to properly test all the various combinations of features in a car. Most of the software in vehicles is written by suppliers that also use third-party software and work with externals, so the OEM’s control on the result is ve...
    Ambient lighting is emerging to grow as a new avenue for brand differentiation
    Ambient lighting illumination has evolved and contributed to improving the interior design of the car and developed into a significant point of differentiation for several brands. As most automakers have incorporated advanced lighting technologies into their vehicles, LED light sources and related optics are allowing designers to explore mood lighting illumination for enhanced occupant mental health. LED lights that can change color and brightness while remaining small enough can be installed in...
    Demand scenario for high-performance cockpit domain controllers
    The rising trend of multiple high-resolution displays in vehicle interiors is creating a strong demand for a high-performance System-on-Chip (SoC) from OEMs over the next five to six years. This article offers insights from IHS Markit analysts into the key factors that will drive demand for such high-performance chips. In modern vehicles, with consolidated electrical and electronic (E/E) architecture, a single SoC could be required to process a large amount of data, including video feed from mul...
    NHTSA aims for transparency in ADAS, autonomous driving system implementation in the US
    In June 2021, the National Highway Traffic Safety Administration (NHTSA) issued a Standing and General Order to report vehicle crashes related to vehicles involved with advanced driver assistance systems (ADAS). The data provides the NHTSA with timely information regarding crashes involving vehicles with various degrees of automated systems that were deployed at least 30 seconds prior to the event. The crash could include a vulnerable road user or result in a fatality, a vehicle tow-away, a...
    Driving down non-exhaust particulate matter emissions through new chassis materials and technologies
    While the looming threat of climate change has driven OEMs to prioritize reductions in exhaust emissions through modifications to vehicle propulsion systems, the increasing weight of the average vehicle, partly driven by the progressive move toward drivetrain electrification, has initiated new concerns over rising particulate matter (PM) levels caused by increased wear of the vehicle’s brakes and tires. New developments in particulate testing methodologies have driven regulatory agencies aroun...
    Automotive interiors are driving sustainability to a circular economy
    The automotive industry is witnessing unprecedented levels of disruption and innovation, and rapidly evolving technological advances are impacting all areas of the vehicle, notably interiors. Additionally, by improving the “circular economy,” automakers and suppliers are seeking to create sustainable vehicle interiors. Furthermore, strict government laws and policies requiring ethical extraction practices to accommodate customers' shifting lifestyle preferences are increasing eco-friendly pr...
    Illuminated exterior: Grille and logo illumination gaining momentum from evolving vehicle designs
    Automotive exterior lighting apart from headlamps is experiencing a rapid transformation owing to brand identity and personalization. Automakers and manufacturers are exploring light-emitting diode (LED) light sources and related optics, unlocking new opportunities for vehicle exterior illumination concepts. Vehicle lighting systems are evolving from just offering functional uses to becoming essential design features. Additionally, regulatory changes can have a significant impact on planning and...
    Will China drive global alignment in EV battery swap standards?
    China, the largest electric car market in the world, is expected to drive global benchmarks in electric vehicle battery swapping practices, as well as the emerging battery-as-a-service, or BaaS, industry. Neither the EV battery swap model is new nor it was invented in China. However, it is the only market where several companies have implemented the model successfully and have concrete plans to further scale it up as a direct result of the supportive government policies. The established Chinese ...
    Can new chassis technologies and materials help OEMs meet future emission standards?
    While countries such as the US, Japan, and mainland China have been enforcing fuel economy standards for over a decade to drive down domestic fuel consumption levels, concerns over climate change and continuously rising global average temperatures have led governments around the world to redouble efforts in cutting down domestic greenhouse gas (GHG) emissions to levels prescribed by the 2015 Paris Agreement. The initiative has driven regulatory agencies to roll out increasingly strict vehicle em...
    The evolving landscape of inverter technology in EVs
    The automotive industry is slowly but steadily moving toward an electric future. Several factors are at play that will determine the pace of this transition from internal combustion engines (ICEs) to electrified vehicles. One of the key factors is certainly the performance of the EV, especially the range that it will offer in the real-world driving conditions. Slapping a bigger battery onto the EV will give the additional range, but that will significantly add to the cost and weight of the ve...
    CarPlay gets a major facelift
    Apple has announced a major expansion of CarPlay at the 2022 Apple Worldwide Developers Conference (WWDC) that aims to transform the entire dashboard of the vehicle. The next generation of CarPlay promises to support multiple displays beyond the primary center stack screen and utilizes vehicle data to allow users to control the radio, adjust HVAC controls and seamlessly display speedometer, fuel level, temperature, and other information directly on the instrument cluster.   But are ...
    Evolving need for stringent vehicle assessment tests for deployment of safer automated driving technologies
    According to the May 2022 release of the Autonomy Forecasts by IHS Markit (now S&P Global) production of Level 3 automated vehicles will increase from essentially zero in 2021 to more than 3 million units by 2027. As vehicles become more advanced and automated with higher reliance on technology and artificial intelligence (AI), it is even more critical to evaluate passenger safety and a vehicle’s quality and reliability as OEMs launch their vehicle in the market onto public roads. Ac...
    Battery Industrialisation Centre underpins U.K. push for manufacturing and technology leadership
    UKBIC is a national battery manufacturing development facility, commissioned to aid and accelerate battery manufacturing in the UK, as well as educating and upskilling the battery sector workforce in preparation for mass production. UKBIC is a publicly funded, open access facility, funded by the Faraday Battery Challenge under the watch of UK Research and Innovation, a non-departmental public body sponsored by the Department for Business, Energy, and Industrial Strategy (BEIS). Located on a 2...
    How driving assistance and automation are impacting the steer-by-wire systems market
    The current steering systems market is primarily controlled by low-end, column-motor systems in the entry and lower-midclass vehicle segments and high-end, rack-motor systems in the upper-midclass and premium-class vehicle segments. However, steer-by-wire (SBW) steering systems will dominate the future of light vehicle (LV) steering technology owing to advances in vehicle electrical architectures and semiconductor-based, integrated controller performance as well as the gradual penetration of dri...
    Transforming interior concepts, autonomous vehicles pushing airbag technology trends
    Airbags have been one of the essential passive safety technologies in vehicles, along with seatbelts. Automakers developed the idea to use airbags as a supplemental restraint system (SRS) for added occupants’ safety. With increasing safety regulations from rating bodies, such as New Car Assessment Programs (NCAP) and other regulatory authorities globally, awareness among individuals about vehicle safety is also contributing to instrumental increase in vehicle airbags. This development has led ...
    A look at connected car startups driving market trends
    The volume of startups in the automotive space has seen a surge over the last decade. This increase is primarily due to the growth of connectivity, autonomous mobility, and electrification. Initially, during the paradigm shift, automakers primarily focused on hardware in vehicle development, which in turn created a scope for software solution startups to emerge. Despite the steadily increasing involvement of automakers in developing holistic software solutions, startups form a crucial part of th...
    Fallout of the Ukraine crisis on tire production and material supply chains
    On 24 February 2022, Russian forces initiated military operations in neighboring Ukraine, provoking a massive international geopolitical response aimed at financially isolating the country’s economy from the rest of the world. Western governments have since initiated wide-ranging sanctions that have cut off the country’s supply chains while simultaneously causing a large-scale exodus of international businesses from the country. While negotiations calling for a diplomatic solution to the cri...
    The scope of UI/UX in autonomous mobility
    The growth of autonomous mobility has changed the landscape of the automobile industry. IHS Markit analysts expect global demand for Level 3 and Level 4 systems to rise to nearly nine million by 2032 compared with less than 400,000 in 2022. Automakers and suppliers are constantly developing and advancing systems to enable autonomous driving. The paradigm shift has also led to OEMs and suppliers looking at different revenue streams with a focus on offering customer-centric solutions. Autonomou...
    Growth of Li-ion battery manufacturing capacity in key EV markets
    The future of the automotive industry lies in electrification is not a topic for a debate anymore. However, what is being debated is how quickly the world will be able to let go of its century-long dependence on fossil fuels and embrace electric-powered vehicles. Several factors will play a role in determining this pace, including the availability of enough batteries to enable this transition. Currently, there is an installed capacity of about 948 GWh for lithium-ion (Li-ion) batteries global...
    Automotive chip market remains strong despite looming inventory correction and macroeconomic headwinds
    In 2022, the car chip market exceeded USD52 billion—a new high-water mark. In the wake of the growing global chip shortage due to COVID-19, prices for automotive semiconductors are reset, resulting in higher revenue for car chips in 2021 and 2022. The chip content continues to increase in the next five years, driven by electrification, autonomous driving, and connected cars, and automotive revenue will double again by 2027. The average chip value in cars will top USD1,000 by 2027. This arti...
    Demand for laser headlights will grow strongly over next five years
    Lasers are used to complement LED high beams, which helps in increasing the range of headlights by up to 50%. That is why many premium OEMs are equipping laser diode headlights in their higher trim as an optional or standard feature. This article looks at the major factors that will drive demand for laser headlamps, development at lighting suppliers of this technology and provide an outlook on laser suppliers. Market drivers Headlight with Adaptive driving beam (ADB): Laser equipped hea...
    Middleware software: The race to develop automotive operating system
    Software now underpins virtually all elements of the vehicle, from basic cockpit functions to new safety features and powertrain management systems. The advances in vehicle software architectures and function developments are helping automakers to find new revenue, monetizing parts of the vehicle that in the past might have become quickly outdated. To attain the new software-defined vehicle business goal, the automotive industry has been on a mission to limit the increase in hardware resulting f...
    Front Cross-Traffic Alert safety system to gain traction in the coming years?
    Front cross-traffic alert (FCTA) monitors vehicles approaching from the blind areas on the front left and right sides. When a vehicle begins to drive at an intersection or exits a small street/parking lot, FCTA identifies vehicles approaching from either side in a direction perpendicular to the ego vehicle. Radar or cameras on each side of the bumper may be used by systems to assist drivers in detecting other objects as they approach an intersection. There are various use case scenarios ...
    A review of automotive marketplaces
    Earlier this year, General Motors (GM) reportedly shut down its in-vehicle “Marketplace.” The service, launched in 2017, was the automotive industry’s first in-car e-commerce platform allowing customers to order food and beverages, pay for fuel, and reserve a table at a restaurant, among other services. GM said Xevo exiting the business was the primary reason to discontinue the Marketplace but did mention that it would likely roll out an in-house developed service in the future. Xevo’s c...
    How will ECHA’s proposal on the use of lead affect Europe’s net zero ambitions?
    The proposal by the European Chemicals Agency (ECHA) to include lead as one of the eight new substances of very high concern (SVHC) in the REACH Authorisation List can hurt the growth potential of manufacturers using lead metal, reduce the competitiveness of an existing supply chain and negatively impact Europe’s well-established circular economy, Dr Steve Binks, director, regulatory affairs at International Lead Association (ILA) said in an interview. ILA, which had issued a position paper...
    Shanghai lockdown creates new supply chain concerns for OEMs
    A dramatic surge in new COVID-19 infections and the breakout of a new sub-strain of the Omicron variant forced the mainland Chinese government to impose a full-scale lockdown in the country’s financial hub, Shanghai, from early April. Shanghai is a major automotive component manufacturing hub as well, and a prolonged lockdown in the city would cause significant disruptions to vehicle production in the region, and logistical barriers hindering export of parts from the country. The lockdown h...
    Automotive applications for ultra-wideband wireless technology set to expand in the coming five years
    UWB is a short-range wireless communication system that employs radio waves, similar to Bluetooth or Wi-Fi. UWB can enable the very accurate measurement of time of flight (ToF) of the radio signal, leading to centimeter accuracy of distance and location calculations. In the United States, the Federal Communications Commission (FCC) authorized the unlicensed use of UWB in 2002. According to recent IHS Markit analysis, the adoption of UWB technology will significantly rise in applications such ...
    Acquisition of AMLS provides Plastic Omnium with a new dimension for growth
    On 25 March, Plastic Omnium announced the acquisition of Automotive Lighting Systems GmbH (AMLS), formerly a joint venture between ams Osram Group and Germany’s Continental. Plastic Omnium (EPA:POM market capitalization USD2.30 billion as on 12 April 2022) acquired 100% of ams Osram’s AMLS (SWX:AMS, market capitalization USD3.43 billion as on 12 April 2022) shares with an investment of EUR65 million (USD71.39 million). In 2020, Continental and ams Osram had dissolved their 50:50 joint ven...
    Will megacasting revolutionize the vehicle body manufacturing industry?
    Over the last few decades, automakers increasingly gravitated toward multi-material, multi-gauge sheet metal-based body construction methods that allowed lightweighting through part optimizations. Off the back of Tesla’s much touted “Gigacasts”, a new trend of single piece megacast body parts has gained interest as an alternate method that can lower engineering complexity whilst boosting manufacturing cost-effectiveness. This article will analyze the perceived benefits of this disruptiv...
    Raw material supply chains affected by the Russia-Ukraine conflict
    Russian military forces initiated military operations in Ukraine on 24 February, creating logistical nightmares for automotive supply chains whose downstream ramifications are yet to reach the consumer market. Western governments, following the invasion, initiated broad-based financial and trade-based sanctions against Russia. Occupation of critical parts of Ukraine’s shoreline by Russian forces indicate that even if a ceasefire is announced between the two countries in the next couple of week...
    Automotive UI/UX technologies - startups driving the market
    In the last decade, the automotive industry has seen a significant increase in the use of technologies, driving the advancement of autonomous mobility, e-mobility, and connectivity. Despite the COVID-19 pandemic denting cash flow of companies, an IHS Markit survey in 2021 revealed a 6.5% average increase in automotive research and development (R&D) spending by companies, with 45% spending their R&D budget on software and software-related feature development. The move toward software-heav...
    How the new NHTSA ruling for autonomous cars impacts the wider chassis systems market
    On 10 March, the National Highway Traffic Safety Administration (NHTSA), the agency that develops and enforces the Federal Motor Vehicle Safety Standards (FMVSS) regulations relevant to vehicles sold in the United States, updated the 200-series occupant protection standards to account for autonomous vehicles that do not have the traditional manual controls associated with a human driver. This change came a month after General Motors (GM) sent a petition on behalf of its self-driving subsidiary C...
    Lighting companies look to capitalize on industry megatrends through M&As and partnerships
    Suppliers are taking the merger and acquisition (M&A) route to realign their product portfolio, boost their research and development capabilities, and expand their market reach to be better prepared to respond to any disruptions in the market driven by fast-evolving technology trends. This article highlights the significance of some of the strategic deals in the lighting industry and the resultant combined strengths of the merged entities. The market for advanced lighting solutions is expect...
    Earthquake in Japan puts at risk a fragile recovery of automotive chip supply
    Japan-based chipmaker Renesas Electronics halted some of its production on 17 March after a 7.4-magnitude earthquake caused a tsunami in the country's northeast, causing blackouts and disrupting transportation. Renesas has temporarily stopped production at two semiconductor plants and partially stopped output at a third production after an earthquake.  One of the factories affected is Renesas’s Naka fab, which produces microcontrollers (MCUs) for the automotive industry. Based on dat...
    The United States takes the lead in defining passenger safety rules for autonomous vehicles
    In the United States, the Federal Motor Vehicle Safety Standards (FMVSS) are regulations specifying the design, construction, performance, and durability of vehicles. The FMVSS define the minimum standard for vehicle manufacturers and their equipment. As a result of these safety regulations, buyers can be assured that the cars they purchase have been precisely manufactured with the occupants' well-being in mind. The National Highway Traffic Safety Administration (NHTSA), under the US Department ...
    Automotive industry megatrends to drive demand for smart surface solutions
    The automotive interior industry has been rapidly progressing in recent years and is no longer just a basic aspect but rather a vital space for passenger comfort and aesthetics. The use of secondary capacitive touchscreens designed with hard coated films and holographic foils can be applied to all kinds of surfaces, including plastic, wood trims, natural fibers, leather, textile, or metal decorative surfaces to enhance user experience. As vehicle cockpit technology advances, smart surfaces are t...
    Data-driven services to drive future revenue streams for OEMs
    Like every industry driven by technology, data has become central for the automotive industry. With the industry becoming increasingly software driven, the growth of connected and autonomous verticals, as well the shift to electrification, has brought in a change in the overall supply chain, with many companies, including startups, focusing on products and services that are heavily driven by data. According to IHS Markit, nearly 52 million connected vehicles were globally shipped in 2020, and th...
    Could semi-active suspensions hold the key to ultra-high ride comfort for the mass-market car?
    Since the late 1990s, adaptive or semi-active suspension technology has emerged as the top method of improving the ride comfort and handling performance of a car, seeing application in segments ranging from mid-segment sedans to high-performance roadsters. This article will attempt to answer questions related to the principles that differentiate semi-active suspension systems from others, the trends and drivers behind its projected growth for the future, the top systems currently available an...
    Russia-Ukraine conflict: Illuminating the neon supply impact on the semiconductor industry
    Neon is used for the manufacturing of mature process nodes, which are already under supply chain pressure. The reduction in gas supply will likely lead to higher neon prices but will this cause any significant supply shortages of semiconductors? The supply chain and technology team of IHS Markit has been monitoring the Russia-Ukraine crisis to closely assess its impact on the already challenged automotive semiconductor supply chain. It is anticipated that the semiconductor grade neon supply f...
    Automotive biometric applications: What is in store?
    One of the major problems facing the growing software-driven automotive industry is security compromise. On the consumer side, similar to the electronics industry, automotive companies are targeting the increased use of biometrics. It is essentially the transmission of data facilitated by the use of fingerprints, voice, and such to ensure security and enhance user experience. So what makes the use of biometrics convenient for the automotive industry? The use of fingerprint recognition is the ...
    Faurecia and HELLA to emerge a more capable supplier in interior and lighting space
    On 31 January 2022, Faurecia announced that it completed the acquisition of a controlling interest in HELLA GmbH & Co. KGaA; the deal was announced on 14 August 2021. Faurecia SE (PAR:EO, market capitalization USD6.46 billion as on 21 February 2022) acquired 79.5% HELLA GmbH & Co. KGaA (XETRA:HLE, market capitalization USD7.93 billion as on 21 February 2022) shares with an investment of EUR5.3 billion (USD6.0 billion). This included 60% share package of the HELLA pool shareholders as wel...
    Cars that watch you: Driver monitoring system
    Driver monitoring systems (DMS) are high-tech safety features that detect driver drowsiness or distraction and issue a warning or alert to refocus the driver's attention on the task of driving. In most cases, a sensor mounted on the steering column or dashboard includes eye tracking software that enables the DMS to detect whether a driver is inattentive or drowsy. The system can then generate progressive alerts for the driver; if no action is taken by the driver, the automated driving system ...
    Special analysis: New battery electric vehicle entrants in China
    The global automobile industry has experienced a huge change toward electrification in recent years. Startup battery-electric vehicle (BEV) manufacturers have played an essential role in this era and even led technical development in multiple segments. Aside from currently being the world’s largest automobile market, mainland China has been more aggressive than other regions to replace internal combustion engine (ICE) vehicles with BEVs thus making mainland China home to many BEV startups. Acc...
    Demand for high-density, fast-charging batteries to drive adoption of immersion cooling technology
    Increasing demand for electric vehicle (EV) batteries that can deliver longer driving range, faster charging capabilities, safety, and sustainability is not only leading to a rapid evolution in the battery chemistries but also the thermal management techniques to optimize the battery performance. As vehicle manufacturers prepare for the global EV transition, the suppliers of thermal technologies, along with the new and upcoming startups, are increasingly working to develop innovative solutions t...
    Today's chip shortage is accelerating tomorrow's investment
    In 2021, chip technology has strategic geopolitical significance as every regional government announced billions of dollars in support of semiconductor industry. Now, semiconductors are at the center of major geostrategic interests as well as the global technological race. Automakers are eager to secure their supply of chips because they understand how it will affect their ability to act (economically and industrially) and drive digital transformation. The United States is currently debati...
    Cobalt in future EV supply chains: Addressing long-term demands through strategic investments
    1. Introduction – Cobalt and the EV revolution Driven primarily by emission-based legislations and mandatory electrification-targets worldwide, the electric vehicle (EV) industry has grown exponentially over the last few years with the demand for EVs nearly doubling between 2020 and 2021, from 2.4 million vehicles to 4.5 million. The growing EV market has meanwhile caused an unprecedented surge in demand for the materials needed to produce the lithium-ion batteries (LiB) and motors powering...
    UI/UX technologies from CES 2022
    The latest edition of the Consumer Electronics Show, or CES, was marred by physical cancelations from major companies such as Harman, Continental, and BMW owing to an increase in the number of COVID-19 cases. However, eventually, around 400,000 people participated in one of the biggest global electronics shows, with multiple automotive companies showcasing their prototype products and technologies. Some of the key demonstrations included different types of in-vehicle infotainment screens, augmen...
    Leather sourcing and processing set to become more environmentally friendly
    Stringent government regulations and policies are enforcing responsible extraction methods to meet consumers’ changing lifestyle choices. An increasing trend is seen with car buyers opting for products and materials with least impact on the environment. This carbon-neutral initiative has led to growing demand for sustainable and principled leather tanning, which includes factors such as where the cows come from, what environment they were reared in, and the tanning process involved. This ar...
    Outlook for LED projector and reflector headlamp production in Asian markets
    Headlamps are increasingly being used to differentiate vehicles and as a style statement. The market for light emitting diode (LED)-based headlamps is strong in Europe and North America, but demand for such headlamps is now growing rapidly even in markets such as South Asia where halogen-based headlamps still account for a large share of total headlamp demand. Factors such as electrification, the reduction in production cost, and changing consumer preference due to rising purchasing power are en...
    Analog chips – poised to become the next big threat to automakers?
    The automotive semiconductor supply tightness will likely ease in 2022 and in the first half of 2023. However, there is a risk of pressure points building up again at the end of 2023 or early 2024. According to IHS Markit’s analysis, new concerns are emerging over the supply of analog chips. After microcontrollers (MCU) in 2021, analog chips are likely to become the main constraint for vehicle production for the next three years. The two major chip categories that have been most affected by...
    The braking system industry in 2022 – Level 3 autonomy and beyond
    In the early 2010s, with the launch of the very first “driving assistance” systems, automakers began to rely on the braking system’s electronic stability control (ESC) unit, originally designed to improve driving stability, to decelerate the vehicle without driver input, in emergencies. Since then, system requirements have continuously expanded to accommodate growing demands for more powerful, sustained, and responsive autonomous braking capabilities needed for semi-automated and automated...
    Auto parts to software ecosystem: Does Aptiv and Wind River merger make sense?
    Well-known auto parts maker Aptiv acquired automotive and IoT software developer Wind River on 11 January 2022. This is the first automotive acquisition of this year. This deal is the biggest since 2017 and the divergence of Delphi by Aptiv. Aptiv Aptiv PLC, formerly known as Delphi Automotive PLC, is a tier-1 supplier for the automotive industry. Aptiv designs and manufactures vehicle components and provides electrical and electronic and active safety technology solutions to the global au...
    Stellantis’ push for multi-billion software revenues rests on customer-centric offerings
    Earlier this month, Stellantis chalked out its software strategy for the decade, validating the paradigm shift in the automotive industry as more OEMs begin to focus on software-driven revenues. The Netherlands-based automaker forecast that its software-enabled products and subscriptions would generate approximately EUR4 billion (USD4.5 billion) in annual revenues by 2026 and EUR20 billion by 2030. Stellantis said that it intends to move to an open software-defined platform from dedicated ele...
    Evolving vehicle safety norms and consumer preference to push demand for airbags globally
    For suppliers and automakers working with technology development and viability of airbags, regulatory developments can have a substantial impact on planning and deployment—especially production volume. Stricter regulations and mandates being enforced by NCAP bodies are expected to increase in the first half of this decade with implementation of various interior airbags to models across segments. The installation of air bags is regulated by many state and federal laws globally and have influ...
    Chip shortage: Automakers’ plan to ensure supply of chips and guide their design
    Ford Motor took a step toward in addressing the chip shortage challenge in November, announcing a collaboration that will allow GlobalFoundries (GF) to increase supplies of semiconductors for Ford for its current vehicle lineup, as well as research and development (R&D) purposes. Ford already purchases chips from the company, but the new collaboration allows for more direct discussions, which could speed up manufacturing and purchasing. This is also an example of the OEMs working to avoid lo...
    Special Report: Foxconn's preparedness to redefine EV value chain
    Taiwan-based Foxconn, formally known as Hon Hai Technology Group, is promoting a new electric vehicle (EV) business model that has the potential to drive extensive collaboration in the industry, reduce research and development (R&D) cost, and shorten the development cycle for new EV products. Over the next five years, Foxconn could emerge as a company that can drive significant changes in EV manufacturing value chain and make the e-mobility landscape more competitive for the established OEMs...
    Electrical steel: Another temporary supply chain shortage or a threat to OEMs’ electrification plans?
    This report has contributions from xEL Mobility and Metals Technology Consulting. As the automotive industry battles the semiconductor shortages, which have prevented the production of 9.3 million units to date, the rapid expansion in growth of EV sales raises questions about the future availability of sufficient electrical steel needed to produce electric motors to meet the electrification targets set by regulators and OEMs around the globe. Several major steel producers have announced in...
    Software operating system development cost analysis: In Vehicle-Infotainment
    This is pushing the development of vehicles with integrated infotainment systems that provide a combination of entertainment, connected features and marketplace, and information for enhanced in-vehicle experience. Modern in-vehicle infotainment (IVI) systems connect with all the smart automotive technologies such as advanced driver-assistance systems (ADAS) driver warning systems, vehicle-to-everything (V2X) connectivity solutions, smartphone connections and projection capability, GPS navigation...
    E/E architectures: Move to centralized architecture
    Over the coming years, the automotive industry will be significantly affected by the confluence of autonomous driving, electrification, connectivity, and shared mobility. There has been rapid growth in the volume of data flowing in the vehicle, as more cameras, radar, and lidar systems provide huge amounts of raw data for processing either at the edge or for a sensor fusion electronic control unit (ECU). Meanwhile, next-generation infotainment systems become much more sophisticated and exchange ...
    Evolving role of AI and machine learning — primarily for autonomous vehicles
    Advanced driver assistance systems (ADAS) are designed to assist a driver in the process of driving, making the experience safer, more comfortable, simpler, and even more efficient. There are several types of ADAS functionality available, and they may be offered as standard equipment or made available as optional features. Some common ADAS functions include lane departure warning (LDW), forward collision warning (FCW), automatic emergency braking (AEB), blind spot information (BSI), adaptive cru...
    Are infotainment and ADAS features among the biggest misses due to the semiconductor shortage?
    The ongoing global semiconductor shortage shows no signs of easing. Since the COVID-19 pandemic forced industry shutdowns, automakers have been grappling with vehicle productions caused by the unavailability of key car chips. According to the IHS Markit October light vehicle production forecast, total production has been cut by over 6% from August data to 74.8 million units in 2021. One of the biggest challenges is the shortage of microcontrollers (MCUs), which are required for all electronic...
    How MicroLEDs can create higher penetration for smart, intelligent automotive lighting
    The lighting domain within the automotive industry has been rapidly progressing in recent years and is no longer just a basic aspect but rather a very important component for safety and aesthetics. As lighting advances, MicroLED is the point of focus owing to its capabilities and flexible build structure reflecting the evolution of in-vehicle center information displays (CIDs), cluster, and infotainment systems that have transitioned from displaying basic information to high-level vehicle inform...
    Rapid vehicle electrification to drive uptake of integrated thermal management systems
    Electrification of vehicles is fast emerging as the central strategy for mostly all vehicle manufacturers globally in an attempt to cut down carbon emissions from the transportation ecosystem, which is roughly contributes one-third of global carbon emissions. As all major automakers rush to invest in electric vehicle (EV) development programs as part of the overarching strategy to go completely electric through this decade, they are increasingly focusing on energy and thermal management to ensur...
    Electrification impact on Sensor Market
    For many years, growth in automotive sensors had been driven by improvements in safety, comfort, and propulsion efficiency, often spurred by local market regulations on emissions or key safety systems. While advanced driver assistance systems (ADAS) have led to new suites of sensors, such as radar, lidar, and cameras, the established sensors for measuring speed, current and position, or pressure and flow, are now being significantly affected by electrification, and especially in regards to ...
    Analysis of software R&D growth in the automotive industry
    R&D spending by the automotive industry is growing again after a steep decline in 2020. April data from the IHS Markit global automotive R&D survey show automotive companies are increasing their R&D spending by 6.5% compared with 2020. Greater China and Chinese automotive companies are leading the R&D investment, both in the short and medium terms. The R&D pushes were visible in many products and concept launches at the 2021 Shanghai Auto show, with OEMs and suppliers boastin...
    General Motors' Ultra Cruise: An advanced version of the Super Cruise
    On 10 October 2021, General Motors has announced a new driver-assist system called Ultra Cruise. Going beyond the first of its kind and the currently available Level 2+ hands-free highway driving Super Cruise system, Ultra Cruise promises “door-to-door hands-free driving” capabilities in 95% of driving scenarios on suburban and city streets of the United States and Canada. The technology is a centerpiece in the newly unveiled plan that the Detroit company says will enable it to doubl...
    Magnesium shortage in context: A real threat or just a price spike?
    As the automotive sector struggles to sustain production in light of semiconductor shortages, new concerns emerge around the stability of the supply for magnesium, which is key to aluminum production, and is heavily sourced from Mainland China. The price of the raw material has recorded a three-fold increase when compared to pre-pandemic levels, further corroborating shortage concerns in the industry. The issue has been raised at the governmental level at a recent EU Council held one week ago...
    How the upcoming ESC regulation will revolutionize the Indian driving assistance system market
    The importance of active safety systems in India came into focus in 2020 when consultancy Transport Research Laboratory (TRL) published a report that outlined the costs and benefits of electronic stability control (ESC) systems in G20 countries. While final dates have not been officially announced yet, the Indian government is expected to mandate fitment of ESC systems in all new cars in 2022. While the upcoming ESC regulation will be primarily aimed at improving safety, IHS Markit has identi...
    Major revision for global light vehicle production forecast – what it means for OEMs’ technology deployment
    The IHS Markit light vehicle production forecast has been cut by 6.2% or 5.02 million units in 2021, and by 9.3% or 8.45 million units in 2022, to stand at 75.8 million units and 82.6 million units, respectively. For 2023, we have reduced the forecast by 1.05 million units or 1.1% to 92 million units; this is a front-loaded adjustment and from the second quarter output levels are expected to be able to accelerate as supply chains return to normal. If this is the case then strong pent-up demand a...
    Germany autonomous vehicle development advancing at lightning speed
    The Bundestag, Germany's lower house, approved a new autonomous driving law in May, allowing shuttle services as well as services that involve dual-mode vehicles with automated valet parking. With the implementation of the new law, Germany has opened its doors—and its roads—to a bright autonomous future, allowing potentially game-changing applications such as self-driving mobility and autonomous delivery services to begin operating on its roads. Even if new developments are not announc...
    Hybrid, battery electric vehicles to drive the demand for brushless DC motors
    While electric motors are used in almost every aspect in a car where motion control applications are required, direct current (DC) motors, in comparison to alternate current (AC) motors, offer more flexibility when it comes to quick start-and-stop functionality, operating at variable speeds, and consuming lesser energy. However, within both motor types, brushless motors are increasingly finding traction when it comes to functionalities involving heat dissipation and propulsion cooling applicatio...
    Automakers and suppliers to reinvent supply chain amid chip shortage
    Despite chip plants effectively running on full capacity, the global chip-shortage crisis may not be resolved next year, warned executives from German automotive companies during the IAA Mobility 2021 show in Munich. Top executives from several companies have publicly stated that they do not know when the chip shortage will be resolved. CEO of Daimler Ola Källenius said that “several chip suppliers have been referring to structural problems with demand … This could influence 2022 and [th...
    Gaming: The future of the in-vehicle experience
    In-vehicle experience is more than just buzz words. With the automotive industry becoming software-driven, OEMs are not just relying on horsepower or mileage as key selling points, but also infotainment services, smart cockpits, as well as large screens are becoming increasingly important. The growth of in-car personal voice assistants has enhanced the user-experience while reducing driver distraction. From playing music to reading e-mails, it is becoming gradually common for customers to expect...
    How Amazon and Google are scaling up their automotive ecosystems
    The increasing use of software in cars has led to the rise of a separate ecosystem of companies focused on technologies, such as automotive cloud platforms, autonomous driving, vehicle telematics, vehicle-to-everything (V2X), data management, and automotive cybersecurity. With the growing emphasis on connectivity and autonomous driving over the past decade, it is no surprise that the industry has attracted some of the biggest names from the tech business. Apple, Microsoft, Amazon, and Google ...
    Circular Economy: The road to material circularity in the automotive industry
    The importance of the automotive industry’s role in the global economy’s path toward complete material circularity came into focus this month when the IAA Mobility 2021 Auto Show chose to include sustainability as one of its product themes. This article provides a brief overview of how the “circular economy” relates to the automotive industry, addressing aspects such as: The origin of the “circular car” concept and key circularity practices suggested for the auto industry ...
    4D imaging radar: a reliable eye for autonomous vehicles
    The growing use of advanced driver assistance systems (ADAS) capabilities has been beneficial to the radar industry. It is a boon that will continue, not only because the market will grow, but also because of the rapid pace of innovation. The use of radar sensors for in-cabin sensing applications, such as driver and occupant monitoring, is expanding. According to IHS Markit June report, the global automotive radar market likely registered 124.4 million units in 2020. IHS Markit predicts that ...
    Qualcomm continues to advance in automotive sector
    Qualcomm, headquartered in California, is a semiconductor company best known for its efforts in smartphone connectivity through its popular Snapdragon brand of modems, application processors, and now radio frequency (RF). While smartphones are undoubtedly the company's bread and butter, Qualcomm also has a significant presence in a number of other industries. A great example of this is its USD10 billion (backlog) automotive business. While Qualcomm is a latecomer to the broader automotive ele...
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