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    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...
    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 th...
    Impact of Russia-Ukraine conflict on helium supply for airbag applications
    The ongoing Russia-Ukraine conflict is affecting the supply of various raw materials and resources, including helium gas (which goes in automotive airbags and semiconductors). However, according to IHS Markit’s market research, the extent of the impact on helium will be minimal in the short run. I...
    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-bas...
    Automotive software growth is still at full throttle despite the impact of Russia-Ukraine conflict
    The conflict in Ukraine is disrupting not only the supply chain for critical components and materials, it is also causing consequences to the software companies serving the automotive sector. Indeed, multiple automotive software companies have branches and software developers in Ukraine, and this po...
    Russia–Ukraine conflict: is palladium a potential black swan for already stretched auto supply chains?
    Several supply disruption concerns have been reverberating through the automotive industry since Russia’s invasion of Ukraine, however few have the disruption potential of palladium, a critical raw material used in catalytic converters for emission abatement. Palladium supplies are de facto alr...
    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 ba...
    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 on...
    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 ...
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