The automotive industry faces evolving challenges, including a notable slowdown in electric vehicle (EV) adoption and the impact of tariffs. These factors are reshaping market dynamics, compelling Original Equipment Manufacturers (OEMs) to reevaluate their strategies on SDV and E/E architecture and adapt to the changing landscape. This presentation delves into the complex impacts of recent tariffs and the slowdown in Battery Electric Vehicle (BEV) production on Software-Defined Vehicles (SDV)

In this latest edition of Rapid Response, we analyze how the framework agreements with the European Union and Japan have begun implementation, though there has been no further update on South Korea. The S&P Global Mobility tariff-related auto industry assumptions are largely unchanged. The recent activity will result in minor tariff-related changes with the S&P Global Mobility September 2025 sales and production forecasts, currently in development. The activity related to autos tariffs from the ...