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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 ...
    Suppliers to new BMW 5-Series
    The BMW 5-series is produced at the company’s Dingolfing plant in Germany . Production of the car is expected to peak at 37949 in 2024, according to a forecast from S&P Global Mobility. Image Source : BMW (ICE version shown)  Suppliers to  BMW 5-Series COMPONENT NAME SUPPLIERS Prop Shaft Hirschvogel Automotive Group Floor Carpet Auria HVAC Module Denso Low-voltage battery Clarios ...
    Policy environment will have an effect on how fast we invest: Voltera
    Established in 2022 and headquartered in Palo Alto, California, Voltera develops, owns and operates charging and refueling infrastructure for zero-emission vehicle fleets. Owned by EQT, a Swedish global investment organization, Voltera delivers turnkey fleet EV charging infrastructure for customers by acquiring real estate, setting up power connections, procuring chargers and charge point operation software, and operating and maintaining it. Voltera is working on a multibillion-dollar plan to ac...
    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...
    French government rolls back some EV incentives, but will it impact demand?
    The French government has put out several new updates in its electric vehicle policy, including the rollback of €1,000 in the ecological bonus that was applicable on the acquisition of new private cars and vans for households with the highest income in the country. In the official decree published Feb. 12, the government modified the terms of the ecological bonus for the purchase or rental of a private electric car by reducing the earlier incentive of €5,000 to €4,000 for individuals wi...
    We are going to asset heavy routes and develop our own EV charging sites: Aatish Patel, president, XCharge North America
    S&P Global Mobility: XCharge is present in Europe, mainland China as well as in North America. Please tell us about the company and how it was established. Aatish Patel: It is an interesting story. XCharge has its origin in China, with the conception and the pilot. The two main founders were actually employees of Tesla when it was initially expanding its presence there. They were involved in Tesla’s EV [electric vehicle] infrastructure buildout in China, in both the DC and Level 2 charg...
    Battery swapping: On a comeback trail?
    Over the years, the opinions on the feasibility of battery swapping technology have ranged from one extreme to the other with some stakeholders being optimistic about its future, and others believing it to be too niche and complicated to be a mass-market solution. The technology has come under spotlight again with Stellantis and Ample announcing a partnership in December 2023 for battery swapping solution. The two companies signed a binding agreement to establish a partnership under which Amp...
    Overcoming range anxiety: Consumers weigh in on acceptable EV charging time and range
    One of the two biggest impediments to a faster uptake of electric vehicles is the concern about charging times. Depending on the type of charger and the charging rate capacity of the EV, charging times can vary from fewer than 30 minutes to several hours. To ascertain what charging times are acceptable to a consumer, S&P Global Mobility conducted a consumer analysis survey in 2023. The methodology followed was the target split of 30/70 for EV/hybrid vehicle owners and non-owners that were...
    Automotive Supplier Outlook 2024
    The automotive industry grappled with a range of challenges this year, including ongoing supply chain disruptions, chip shortages, rising energy costs, inflation, recession fears, waning consumer demand, a shift towards software and electronics, labor shortages, strike action, and volatile order forecasts. It also faced several geopolitical concerns and challenges, including the ongoing trade tensions between the US and China, which resulted in tariffs and trade barriers that disrupted global su...
    Talking Heads: Key themes for 2024
    As we approach the end of 2023, 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. The automotive industry faces challenges and opportunities shaped by the pandemic and technological advancements. Electrification is a key factor impacting new car prices, especially in Europe. A potential price war among EVs in mainland China is a concern. Afforda...
    High installation costs continues to hinder mass deployment of public EV chargers
    Hundreds of thousands of electric vehicle charging stations are needed around the world to support the transition to electric mobility. However, not all countries are moving at the same pace to build public EV charging infrastructure. This is due to many reasons, including the growth rate of EV sales and cost of acquiring and installing charging stations, which can vary significantly in many countries due to state and federal credits, rebates and incentives. For public charging station compan...
    Wireless EV charging: Anywhere close to taking off?
    In mid-October, Nikkei reported that Japanese city Kashiwa is testing a technology that will allow electric vehicles (EV) to recharge wirelessly while being driven on public roads. Japan has joined a growing list of countries in Europe, mainland China and North America, where such projects are underway to gauge the safety, reliability and commercialization aspects of the technology. In the Japanese project, where charging coils have been embedded in the road surface at traffic signals, tests are...
    INTERVIEW: Andersen EV redefines the home-charging experience
    Andersen EV is owned by David Martell, who founded Chargemaster in 2008 before selling it to BP 10 years later. He was an advisor on electric vehicle infrastructure to the UK government’s Transport Department from 1995 to 2000. We caught up with him to learn more about the UK home-charging market. Takeaways: Unlike many competitors in the market, the Andersen A2 focuses on design and aesthetic appeal. The charger integrates smart technology, offering features such as solar compatibili...
    UAW expands strike at GM, Stellantis after a week of standoff with Detroit Three
    After a week into the persisting standoff with the Detroit Three – General Motors, Ford Motor Company and Stellantis – the United Auto Workers (UAW) announced on September 22 that it is expanding the ongoing strike to 38 parts distribution locations across 20 states in the US. In its second wave, the UAW strike aims to target the aftersales and service facilities, which is expected to have a direct and immediate impact on the carmaker’s dealerships, and therefore customers. While the UA...
    Shifting gears from Frankfurt to Munich and the race for electric dominance
    Previously known as the Frankfurt Motor Show, the IAA Mobility relocated to Munich in 2021, shifting the focus away from the traditional static motor show to giving practical demonstrations of new technology. While the ritualistic wall-to-wall “thumpin’-and-pumpin’” music inside the Messe Frankfurt every other September is but a distant memory, the sheer range of exciting new electric and autonomous vehicle concepts are still on display in different locations in Germany’s third-largest...
    The EU aims to build a unified charging ecosystem across the region
    In July, an important piece of legislation related to electric vehicle charging received a boost in Europe. Members of the European Parliament (MEP) approved and adopted the new proposed rules under the Alternative Fuel Infrastructure Regulation (AFIR). The AFIR, in essence, is the successor to the original Directive 2014/94/EU on alternative-fuel infrastructure, called the Alternative Fuel Infrastructure Directive (AFID). The directive created a framework for deployment of infrastructure net...
    AC chargers will carry the weight of EV charging demand through this decade
    Access to charging stations is one of the main priorities for electric vehicle buyers. According to the 2022 E-Mobility consumer analysis conducted by S&P Global Mobility in late 2022, most respondents believe that the existing charging infrastructure was insufficient for their charging needs. This opinion differs by country with Japanese respondents coming in at the lowest end with only about 7% believing the infrastructure was sufficient, while those in mainland China were the highest a...
    White paper: Electrification technology in reshaped supply chains for ubiquitous EVs
    With the rapid rates of electric vehicle adoption continuing in major markets globally, legislative agendas supporting aggressive transitions to phase out mainstream internal combustion engine (ICE) usage, and supply chains gearing up accordingly, the narrative around electrification technology is shifting toward one of maturity and scale. Click the link above to download the full article.
    INTERVIEW: Charging trends and the 30-minute retail economy
    The current electric vehicle charging infrastructure offering is diverse in terms of product quality, user experience and payment systems. Sometimes chargers are out of service. Sometimes the payment system is down. Given that the EV charging network is still in its infancy, there is plenty of room for improvement. To learn more about tomorrow’s charging infrastructure, trends in the public transport charging space and the 30-minute retail economy, we spoke to Bill Loewenthal, chief product of...
    INTERVIEW: Spotlight on Manganese
    The role of manganese in the battery-material conversation is frequently disregarded, given that it is used in smaller amounts compared with other metals in lithium-ion (Li-ion) batteries. Its primary function is as a stabilizer in the cathode. However, there is growing OEM and investor interest in manganese. Tesla and Volkswagen have expressed interest in shifting their Li-ion battery designs away from cobalt and nickel and toward manganese. Mainland China dominates the manganese market, accoun...
    Can Brazil’s commercial truck fleet turn electric?
    In Brazil, intermodal transport is limited, with average truck trips spanning more than 2,000 km. Combine that with a commercial truck fleet averaging 12 years of age, and a lack of affordable options to replace with new vehicles, and Brazil is facing a truck-emissions timebomb. Brazil has a truck parc of 2.2 million units, and the movements to modernize the fleet by agribusiness, e-commerce and construction have contributed to reducing the fleet average age. However, while the emission restr...
    Ford, GM collaborate with Tesla to adopt NACS, all major CPOs follow
    On June 8, General Motors Company (GM) announced that it is collaborating with Tesla to integrate the latter’s North American Charging Standard (NACS) connector design into its own electric vehicle lineup. As a result of this alignment, GM EV drivers will also get access to Tesla’s Supercharger network across North America — one of the largest fast-charging networks in the region. Talking to Tesla chief Elon Musk, in a Twitter Spaces event on the same day, GM CEO Mary Barra, said, “Yo...
    Liquid-cooling key to efficiency, performance of ultra-fast EV chargers
    Although the stakeholders ranging from vehicle and battery manufacturers, charging network operators and policymakers are working together to ensure large-scale EV adoption, range anxiety and long battery charging durations continue to be among the primary roadblocks, deterring the consumers to buy into the EVs globally. According to the US auto lobby Alliance for Automotive Innovation (AAI), battery-electric vehicles (BEVs) comprised only 7% of the new light-duty vehicle sales in 2022, with ...
    Charging infrastructure incentives gain momentum in key EV markets
    Many industry studies, including the S&P Global Mobility consumer survey conducted in 2022, have found that “limited access to electric vehicle charging infrastructure” was one of the primary challenges toward electrification. Low numbers of EVs on the road meant low return on investment (ROI) for charging station operators, which led to inadequate deployment of charging infrastructure. This in turn dissuaded potential customers from buying EVs.  To break out of this vicious circ...
    Electrified vehicle segment moving to more advanced Silicon Carbide (SiC) and gallium nitride (GaN) technology for DC/DC converters
    Batteries and motors are the two main components that come to mind when we think of performance and efficiency in an electrified vehicle. However, power electronics equipped in a vehicle play an equally important role in determining these two attributes of the vehicles. Power electronics components such as the inverter, DC/DC converter, onboard charger (OBC) and charging connector can help improve the efficiency of the overall system, thus increasing the range of the vehicle and reducing ch...
    Fuel for Thought: ICE shakeout
    The time for denial is over. There are still suppliers of parts related to internal combustion engines that are steadfast in their belief that the looming (and eventual) shift away from ICE toward any number of battery-electric propulsion formats is just a passing fad. In their view, scores of OEMs, suppliers, dealers and infrastructure partners have it completely wrong. They believe that the billions in investment earmarked in virtually every major global market to build a new ecosystem are cap...
    Suppliers to the new Chevrolet Silverado EV
    The Chevrolet Silverado EV is produced at Factory ZERO assembly plant. The vehicle is expected to peak at more than 53088 in 2024, according to S&P Global Mobility forecast.
    Charging ahead: McLaren Applied on the next ‘wave’ of electrification
    UK-based McLaren Applied is a specialist in vehicle electrification, particularly inverters. It recently struck a deal with STMicroelectronics for the supply of silicon carbide power modules for its 800V inverter. Inverter technology is rapidly adopting silicon carbide semiconductors, and McLaren has turned to the Geneva-based company in the absence of a local supply chain. To learn more about the inverters market and the migration from distributed ECU E/E architecture to a centralized zona...
    EVangelists: Putting the electric cart before the power generation horsepower?
    One of the most recognized patterns in current well-to-wheel analysis is the differentiation of localized power generation sources and supply chain contributions to the overall carbon footprint of vehicles. Experts like Kelly Senecal rightly point out that in many cases, the power grid is dirtier than a hybrid, even when vehicles manufacturing energy sources are responsibly developed.  Click the link above to download the full article.
    Demand for EVs with high-voltage architecture and bi-directional charging to increase
    A recurring point of view of most industry watchers on the electric vehicle (EV) charging industry is that the speed of charging and easy access to charging networks will be among the most important factors that will help accelerate adoption of EVs globally. According to the S&P Global 2022 E-Mobility Consumer Survey on EV ownership and intention, nearly 43% and around 40% of the respondents, respectively, indicated the lack of charging station availability and time required for charging to ...
    Tesla Investor Day 2023: Tesla focuses on the ‘big picture’
    Tesla's co-founder and CEO Elon Musk believes that the desire for people to own a Tesla car is very high. The limiting factor is the (un)affordability of these cars. Remedying that seems to be the next goal for Musk as he wants to reduce the cost of producing the next-generation Tesla models by almost half, making them more affordable. On 1 March, Tesla hosted its Investor’s Day at its Texas gigafactory, where it presented its ‘Master Plan 3’, which succeeds the previous two Master...
    Suppliers to the 2023 Volvo EX90
    The Volvo EX90 is built at Volvo's Charleston, South Carolina plant. The full-sized SUV is expected to peak at more than 46585 in 2024, according to S&P Global Mobility forecast.
    Supplier to the new Mercedes-Benz GLC
    The Mercedes-Benz GLC produced at the at the Beijing plant in China. The vehicle is expected to peak at more than 122981 in 2024, according to S&P Global Mobility forecast.
    Talking Heads: CES – the wrap
    In 2023, some 300 exhibitors showcased their vehicle technology. Its increasing importance – usurping the traditional auto shows like NAIAS, Paris, IAA and Geneva along the way – is demonstrated if we wind back the clock to 2014. Then, there were just nine OEMs present and some 125 automotive technology exhibitors. With this growth has also come maturity. The 2023 CES was less about fanciful concepts and more about tangible. Click the link above to download the full article.
    Suppliers to the new Jeep Avenger
    Jeep first electric vehicle (EV) named Avenger is produced in Stellantis plant in Tychy, Poland. S&P Global Mobility forecasts that the highest year of production for C4 X will be 2024, when more than 72726 units will be produced.  
    Visual interaction is moving to the forefront of HMI design
    Automotive display HMI is growing in demand owning to convenience features and enhancing customer experience. Moreover, in the coming years development of multi-display will not only provide greater freedom of information usage and control between driver and passenger, but it will also reduce product development complexities and costs for automakers. Although, in real-terms automakers will invest more during the initial years to gain longer-term benefits. Automakers are also engaged in the devel...
    BorgWarner spins off fuel systems, aftermarket businesses to sharpen EV focus
    In an attempt to sharpen its focus on electric vehicle (EV) technologies while accelerating growth under the “Charging Forward” strategy, the Michigan-based automotive component supplier BorgWarner Inc. said on December 6, 2022, that it plans to spin off its fuel systems and aftermarket businesses into a separate, publicly traded company (NewCo). The announcement comes amid the ongoing global shift to EVs as both automakers and component suppliers transition supply chains and their respec...
    Talking Heads: Key themes for 2023
    The current year has again been dominated by the chip crisis. Overlaid on this has been the worsening macroeconomic position due to the fallout from the Russia-Ukraine conflict, which has had knock-on effects for the industry in terms of demand surety. In turn this has brought an end to the era of cheap capital, which has served to slow the burgeoning mobility startup ecosystem. In the broader sense the sector looks set to be heading to a phase where demand-side considerations replace the curren...
    Suppliers to the new Maserati GranTurismo
    The new Maserati  GranTurismo is produced at Stellantis' Mirafiori plant in Turin. S&P Global Mobility forecasts that the highest year of production for this vehicle will be 2024, when more than 3744 units will be produced.
    Update on the semiconductor shortage and outlook for 2023 and beyond
    From the first rumblings out of China in December 2020 the semiconductor has gone on to dominate discussions around the automotive sector. The issues are still ongoing – just last week Jaguar Land Rover announced it was slowing production of certain models due to a continuing supply squeeze – and a few voices in the industry are being heard speculating that the crunch will last until 2026. To get a perspective on the current situation and future developments we talked with Jeremie Bouchaud, ...
    Talking Heads: CASE on the road to nowhere?
    The CASE megatrends – connected, autonomous, shared and electric – in case you’ve not been paying attention, have been the hot topics of the automotive industry in the past decade. They’ve even given rise to talk of the industry in the whole as the mobility industry rather than the more prosaic automotive industry. But is the CASE narrative running into trouble? Hot on the heels of the news that Ford and VW were exiting their Argo AI autonomous driving technology venture came news out...
    Highlights from the 2022 Paris Motor Show
    The biennial Paris Motor Show (Mondial de l'Automobile in French) alternates with the Frankfurt Motor Show. The 2022 edition, which took place from 17–23 October 2022 at the Paris Expo Porte de Versailles, returned in four years after the last one planned in March 2020 was canceled due to the pandemic. The 2022 edition of the show also indicated that automotive shows are becoming a diminishing affair. The list of no-shows included Stellantis’s Fiat, Maserati and Alfa-Romeo brands; VW and ...
    Winter is Coming
    With energy prices in Europe skyrocketing, placing business bottom lines in triage mode, a harsh winter could place certain automotive sectors at risk of being unable to keep their production lines running. Click the link above to download the article.
    Decoding DENSO’s semiconductor strategy
    Japan’s DENSO Corporation, one of the leading global automotive suppliers of powertrain, thermal, and safety systems, recorded a 4.2% year-on-year (y/y) decline in its fiscal year (FY) 2021 revenue, which stood at JPY4,936.7 billion (about USD45.1 billion). The company attributed this year-on-year fall to the significant decline in car sales resulting from COVID-19, followed by the shortages in semiconductors and other raw materials. Yasushi Matsui, CEO at DENSO Corporation, projected in the c...
    Highlights from the 2022 North American International Auto Show
    The 2022 edition of the North American International Auto Show (NAIAS) featured a redesigned layout, with the main exhibits and many events indoors at Huntington Place, and other events outdoors in nearby Hart Plaza. Participation was limited this year, with hometown automakers—Ford, General Motors (GM), and Stellantis—carrying the show. Other major exhibitors were Toyota, Subaru, Nissan, Hyundai, and Mercedes-Benz. With many other big automakers and brands keeping away from the show, the ma...
    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...
    Suppliers to the new Jeep Grand Cherokee
    According to S&P Global Mobility, the new Jeep Grand Cherokee's highest year of production will be 2023, when more than 175780 units will be produced.
    Suppliers to the new Renault Austral
    The new third generation Austral mid-sized SUV is assembled at the carmaker's facility in Palencia, Spain. S&P Global Mobility forecasts that the highest year of production for this SUV will be 2023, when more than 117326 units will be produced.  
    Suppliers to the new Dodge Hornet
    Built in Stellantis’ factory in Pomigliano, Italy ,  Dodge Hornet is expected to peak at more than 32430 in 2023, according to S&P Global Mobility forecast.
    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 ...
    Suppliers to the new Mercedes-Benz EQE
    The new EQE SUV is assembled at the Mercedes-Benz Tuscaloosa plant in Alabama. Tuscaloosa is a key production location for Mercedes-EQ luxury electric SUVs, including the EQS SUV and the EQE SUV, which will be available later this year. According to S&P Global Mobility, the highest year of production for this SUV will be 2023, when more than 36810 units will be produced.
    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...
    Suppliers to the new Tesla Model Y
    The Tesla Model Y is manufactured at the automaker's factory in Gruenheide, Germany. Output of the mid-size SUV is expected to peak at more than 241600 in 2023, according to IHS Markit.
    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 ...
    Suppliers to the new BMW X1
    Built at Regensburg factory in Germany, the third-generation BMW X1 is expected to peak at more than 132194 in 2023, according to S&P Global Mobility forecast.
    Suppliers to the 2022 Honda Civic
      The 2022 Honda Civic Hatch is assembled at the Greensburg Assembly plant in United States .Production of the vehcile will peak at more than 93,700  units in 2023. 
    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...
    Suppliers to the new Chevrolet Silverado
    The 2022 Chevrolet Silverado is assembled at the Oshawa Assembly plant in southern Ontario .Production of the vehcile will peak at more than 84360  units in 2023. 
    Battery raw material price hikes may pose additional pressure to OEMs' electrification roadmaps
    Russia’s invasion of Ukraine may exacerbate price pressure on critical battery raw materials and result in less affordable EVs, with battery input costs increasing by over 7,000 USD for several popular models.  Prices of lithium, nickel and cobalt, which can represent some 27% of the total battery input costs for certain battery chemistries, had already been sustained over the last few months, due to increased demand from the automotive sector, particularly in China, and low inventories. ...
    Russia-Ukraine conflict: Shortage of several critical parts leaving German OEMs exposed
    The ongoing conflict in Ukraine has disrupted production at several supplier facilities, forcing them to announce temporary production suspensions or shifts of production operations to other sites, opening another front for carmakers scrambling to stabilize their production output in light of the ongoing semiconductor shortages. Tier-1 suppliers, such as Leoni, Gentherm, Aptiv, Kostal, Kroschu, Fujikura, Sumitomo Electric, Nexans, Yazaki, and Prettl, have plants in Ukraine producing primarily wi...
    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...
    Suppliers to the new Volkswagen ID4
    The first-generation Volkswagen ID4 is assembled at parent VW Group's factory in Zwickau Germany.Production of the new electric crossover will peak at more than 112,500 units in 2024. 
    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...
    Suppliers to the new Opel/Vauxhall Mokka
    The second-generation Opel/Vauxhall Mokka is assembled at the Stellantis Poissy facility in France. Output of this model, at the French plant, is expected to peak at more than 136,000 units in 2023, according to IHS Markit.
    Suppliers to the new Nissan Qashqai
    Produced by the Nissan since 2006, with most of the European volume built at Nissan’s Sunderland plant in the UK. Nissan’s compact crossover SUV is now in its third generation. With production starting in June 2021, the all-new Qashqai is Nissan's first model built in Europe using a significant number of lightweight aluminum panels, IHS Markit forecast production will reach its highest level of 303,000 units in 2023.
    Suppliers to the new 2022 Audi e-tron GT
    The first-generation Audi e-tron GT is assembled alongside the Audi R8 at Audi’s Boellinger Hoefe facility in Germany. Output of this model is expected to peak at 14,000 units in 2026, according to IHS Markit.
    Suppliers to the new 2022 BMW 2-Series
    The second-generation BMW 2-Series 2-door coupé (G42) is the first BMW designed by BMW of Mexico. It is also assembled in BMW's San Luis Potosi plant in Mexico. Output of this model is expected to peak at around 43,000 units in 2024, according to IHS Markit.
    Suppliers to the new 2022 Jeep Grand Cherokee
    The fifth-generation Jeep Grand Cherokee is assembled in Detroit Michigan, USA. Output of this model at the Michigan plants is expected to peak at around 480,000 units in 2023, according to IHS Markit.
    Infrastructure bill’s EV charger funding a good start, but more funding likely to be needed to meet growing demand
    On 15 November 2021, President Joe Biden signed into law the USD1.2-trillion infrastructure bill. The bill is expected to support the automotive industry in many ways, from improved road conditions, cleaner commercial vehicles, electric vehicle (EV) battery factories, battery recycling, and lithium mining and refining. However, one of the largest EV appropriations will be toward vehicle charging. Some USD7.5 billion has been allocated to alternative fuel charging, primarily for EV chargers and s...
    What Fit for 55 means for all member nations in the European Union
    Unveiling a roadmap to make Europe the world’s first climate neutral continent by 2050, the European Commission rolled out the ‘Fit for 55’ package on 14 July 2021, proposing that the suggestions made by the governing body be made legally binding for all members of the European Union (EU). The ‘Fit for 55’ package, which comprises close to a dozen proposals for EU’s climate, land use, energy, among other areas, views transportation sector as one of the key emitters of the greenhou...
    Why the Nissan-Envision AESC gigafactory is strategic for UK’s EV battery supply chain
    Unveiling its strategy to put the UK at the center of its electric vehicle (EV) game plan for Europe, Nissan, along with its battery partner Envision AESC, made a crucial announcement on 1 July to jointly invest GBP1 billion (USD1.37 billion) in the northeastern region to set up the country’s first EV ecosystem of such scale. Named EV36Zero, the planned GBP1 billion EV ecosystem involves Nissan investing up to GBP423 million to produce a next-generation electric crossover at its Sunderland ...
    Stellantis’s EV roadmap hinges heavily on its battery strategy
    Amsterdam-based Stellantis announced its vehicle electrification strategy for this decade and beyond on its EV Day on 8 July. The parent company to over a dozen iconic brands, including Fiat, Citroën, Peugeot, Jeep, Chrysler, Dodge, Ram, and Maserati, plans to pump in EUR30 billion (over USD35 billion) over the next five years in electrifying all brands through this decade. At the heart of its giant plan are four all-new battery-electric vehicle–focused platforms, three core electric drive mo...
    Is there a future for a battery-swapping business model globally?
    So far battery swapping has been unable to make the transition from being a niche offering to a mass-market service. Battery swapping offers many advantages to customers, including the potential to overcome range anxiety and slow charging times. According to the IHS Markit Consumer Survey in 2019—conducted in eight major automotive markets with 8,000 participants—35% of consumers expect their vehicle to fully charge in less than 30 minutes, out of which 11% wanted a full charge in less than ...
    Volkswagen reveals e-mobility strategy on its first Power Day
    One of the most predominant trends in the global automotive industry of today is the relentless move toward electrification.  Carmakers around the world are heeding the demand to shift away from inefficient propulsion methods and focus instead on hybridization and electrification. German automotive manufacturer, Volkswagen, has envisioned a transformation into a global market leader for e-mobility solutions—an aim that was clearly outlined during its Power Day event held on 15 March. I...
    UK’s 2030 ban on ICE vehicles puts spotlight on charging infrastructure readiness
    The United Kingdom recently announced its plans to ban the sales of petrol and diesel cars and vans by 2030, superseding the previous goal to ban new internal combustion engine (ICE) vehicle sales by 2040. The sale of plug-in hybrid (PHEV) cars and vans that have zero-emission driving capability will be allowed until 2035. While the government’s announcement is seen as a step in the right direction, it is going to impact the plans of automakers, electric vehicle (EV) charging point operators (...
    Brexit deal: What lies ahead for the UK automotive components industry?
    In an unprecedented time, where world governments are divided between increasing efforts toward providing economic stimuli and protection from the ongoing COVID-19 pandemic, the outlook for the UK Brexit deal is in a state of ambiguity. The UK government will observe the newly formed trade agreement with the European Union, beginning 1 January 2021, estimated to be worth USD900 billion, a year. The prime highlight of the new deal was that UK goods can be sold without tariffs and quotas in the EU...
    The E-mobility industry will deepen its roots in 2021
    The year gone by was unlike anything expected at the start of the year. The COVID-19 pandemic, which became a potential concern around February, soon metamorphosed into an outright global disaster. Many sectors were impacted by the restrictions and lockdowns on a global scale; in fact some are still continuing at some level. The automotive industry, which was hoping for a recovery after a slow 2019, saw production and sales come to a standstill for nearly 1–2 months. While most of the elect...
    When will EV charging infrastructure be sufficient?
    There are two types of EV charging: AC and DC. Each offers various rates of charging, and when considering the type when deploying a charging station, a number of factors are taken into account including cost, local infrastructure, expected return on investment, and location. AC charging is the dominant type of plug-in vehicle charging and is forecast to remain that way in the long term. This is because domestic charging is the domain of AC charging; it is also cheaper and more convenient. ...
    Will Tesla’s thrust on expanding its in-house expertise pay off?
    On 22 September, Tesla hosted an announcement-packed ‘Battery Day”, showcasing its vision on where it wants to be in terms of battery cell technology and production capacities within the next three years, as well as what some of the innovation in the works could mean for end customers of its electric vehicles (EV). The company announced evolutionary changes, right from the cell design, down to the manufacturing processes related to every cell component, that will not only improve the perform...
    Mainland China shifts policy stance to offer OEMs more flexibility on NEV strategy
    Globally, Mainland China has among the most dynamic new energy vehicle (NEV) policy, which is being updated regularly to be in sync with the economic conditions, market demand, and technology developments. The initial heavy subsidies given by the central government are seen to have largely done the job of assisting a quick transitioning towards electrified vehicles in mainland China. These NEV subsidies are now being phased out to create a more stable and self-reliant environment for the industr...
    Range-extended EVs face cost, complexity hurdles toward higher adoption
    The automotive industry has experimented with several forms of electrification, trying to find the right balance between development, vehicle cost, customer needs, and the operability in the real world. While the vehicles with the most basic level of electrification are deemed mild-hybrids, whereby the electric motor only assists the internal combustion engine (ICE) with propulsion assist and coasting functionality, the most electrified are full battery electric vehicles (BEV) and fuel-cell elec...
    Technology advancements and government support to determine fate of fuel cell vehicles
    It is a known fact that an increasing number of vehicles are becoming electrified. What is uncertain is which electrification technology will gain the upper hand in the long run. The conventional internal combustion engine (ICE) is expected to feature in more than 80% of the light duty vehicles until the end of the decade, but a good chunk of these vehicles will also have some level of electrification—from mild hybrids, full hybrids, plug-in hybrids, to range extenders. Within zero emission ve...
    COVID-19 pandemic: EV charging industry wrestles with a new magnitude of underutilization
    As several countries around the world impose complete lockdowns because of the coronavirus disease 2019 (COVID-19) pandemic, global light vehicle sales are expected to witness a fall of more than 22% year on year (y/y) in demand to 70.3 million units in 2020, according to April IHS Markit forecasts. This level represents a downgrade of around 18.8 million units compared with the pre-COVID-19 period, when the IHS Markit forecasts were made in January 2020. Further si...
    V2G could become a necessity in an EV-dominated landscape
    The current global electricity production of more than 26,000 terawatt-hours (TWh) just about meets the global demand. The demand is mostly from the industrial segment and the transportation segment’s contribution is negligible. However, the demand from the transportation segment is certainly going to rapidly increase in the coming years as EVs gain a bigger market share in the automotive industry. A strong EV charging infrastructure will be one of the key aspects to ensure EV adoption, and it...
    Market outlook for automotive sensors as electrification expands
    The automotive industry experienced one of its most sluggish periods over the last couple of years. Macroeconomic factors such as the US–China trade war and a weak Chinese manufacturing output led to dented consumer sentiment across most verticals, but the automotive industry bore one of the biggest brunt. Passenger car sales have been badly hit during the period, including in major markets such as China, and recovery is not expected until at least the second half of 2020. However, the grow...
    E-mobility sector round-up – 2019
    The electrification of transportation segment has been one of the megatrends for a couple of years, and 2019 was no different. The number of new electrified models showcased and launched during the year was high, and so were the investments announced by automakers, suppliers and technology stakeholders in new technology and capacity building. While sales of EVs across the globe continued to grow, it was significantly impacted due to the slowdown in global automotive production, especiall...
    The challenges EV start-ups are facing
    Sales of plug-in electric vehicles (PEV) totaled more than 2 million units in 2018, a 63% increase from the previous year, according to the IEA’s Global EV Outlook 2019. PEVs accounted for 2% of global light-vehicle sales in 2018, which is a quantum jump from 0.3% in 2015. If recent announcements by OEMs on electrification are any indication, PEVs will continue to record strong growth over the next decade. IHS Markit forecasts production of battery electric vehicle (BEV) to be over 15 million ...
    Cancellation of Dyson EV project: Lessons for new EV start-ups
    Dyson Technology has decided to shelve its plan to produce an electric vehicle (EV) as it could not find a way to make the vehicle commercially viable. In an email to its employees, a copy of which was published by Business Insider on 11 October, the company’s founder Sir James Dyson said the company had been through a serious process to find a buyer for the project but had so far been unsuccessful. Back in 2016, the UK-based manufacturer, known for its vacuum cleaners, had announced plan...
    New incentive policies will promote EV component manufacturing in India
    The electromobility industry has started taking shape around the world with some countries taking a big lead, especially China, the United States and Norway. India too is now pushing hard to catch up with these leaders through aggressive incentive policies. In February this year, the Indian government approved the second phase of its EV subsidy scheme 'Faster Adoption and Manufacturing of Electric Vehicles in India’ (FAME India). The second phase of the scheme (FAME 2) is different from the pr...
    Fuel cell EV sales and attempts to spur growth in the market
    Introduction A hydrogen fuel cell can be likened to a battery that uses an electrochemical reaction to convert the chemical energy of hydrogen (fuel) and oxygen (oxidizing agent) to generate electricity. However, unlike conventional automotive batteries that store energy and must be recharged, and eventually discarded when depleted, fuel cells can continue to produce electricity indefinitely if hydrogen and oxygen are available. Fuel cell vehicles (FCEVs) are often compared to traditional ...
    2018 Global plug-in electric vehicle index
    Overview 2018 was a year of sustained growth for plug-in electric vehicles (PEVs). OEMs around the world exhibited an increased commitment towards improving their uptake, with global PEV market share increasing from 1.4% in 2017 to 2.2% in 2018 . This is backed by a 55% increase in PEV production year-on-year. Graham Evans, Principal Analyst at IHS Markit, discussed the progression at length during a recent open webinar. He explained the rise in PEV sales and underpinned the global and loc...
    EDITORIAL – Gaping gap between EV wireless and plug-in charging technologies
    The future of automotive is electric and autonomous. While almost all automakers have set up a roadmap to fully embrace electric vehicles (EV), many of them are now also channeling a good chunk of their investments towards developing autonomous driving technologies. Although real-world application of electrically powered autonomous vehicles is still at a nascent stage, such cars will raise the need for quite a few complementary technologies to support their smooth operations. One such techn...
    EDITORIAL – Refueling infrastructure, government support still insufficient for fuel cell technology to gain significant traction
    Though both battery electric vehicles (BEV) and fuel-cell electric vehicles (FCEV) are expected to be popular zero-emission technologies in the long term, the former is expected to gain more market share relatively in the near term on the back of factors such as wider government-industry collaboration, falling cost of battery, increasing driving range, expanding public charging infrastructure and growing production. Consider the US market, for example. The BEV charging infrastructure has recorde...
    Can EVs sell and thrive in US state Michigan?
    Introduction Even as an increasing number of US states are transitioning towards alternative propulsion by adhering to the zero-emission zone (ZEV) mandate initiated by the California Air Resources Board (CARB), the majority of Michigan’s auto industry still revolves around the traditional internal combustion engine vehicles. This analytical review aims to analyze the reasons for the relatively lower EV sales in such a crucial state and how all the stakeholders can help improve it.  ...
    Potential electric vehicle markets
    Introduction Although the adoption of electric vehicles (EVs) is still at a nascent stage compared with internal combustion engine (ICE) vehicles, the technology is gradually establishing itself in the mass market. The advent of EVs is expected to cause massive disruptions in the traditional automotive ecosystem, ranging from changes in consumer buying patterns to changes in the long-term growth strategies of established OEMs. This is highlighted by the fact that almost all major OE...
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