New Enhancements Coming

Component Forecast Analytics | Updates coming beginning of June!

We are thrilled to announce a series of new enhancements to our Model Level Component Forecasts. If you subscribe to any of the forecasts mentioned below, then the enhancements will automatically be included in your current subscription

Understand how these updates will elevate your decision-making process:

AUTONOMY

Component Forecast Name Change

“Applications + Sensors” has been renamed to “Sensors by Application” to better reflect that Sensors are the component tracked and enumerated in volumes in this component forecast. Application details serve as a means to filter or segment Sensor volumes, but no Application or Vehicle volumes are available in this table. There are no changes to attributes or dictionaries.

Updated Component Forecast Table

New attributes have been added to the Autonomy Applications Forecast for clients of the full Autonomy Bundle. These new attributes describe the number of sensors equipped to that vehicle version as well as a combined Sensor Package concatenate.

Enabled by new post-processing of the Autonomy Sensor Forecasts, these new attributes include:

• Total Camera Count, plus individual camera counts for FVC, Interior, and Other positions
• Total Radar Count, plus individual radar counts for Front, Rear, Corner Front, Corner Rear, Interior, and Other positions
• Total Lidar Count
• FVC Type (e.g. Mono-Windshield, Stereo-Windshield, etc)
• Sensor Package concatenate in the format “1V5R3L” to describe the total number of Vision (camera), Radar, and Lidar sensors in that vehicle version.

Note: A few exceptional brands or vehicle configurations (e.g. Tesla transitioning FVC from Trifocal to Dualfocal mid-lifecycle) may produce duplicative counts when sensor data is processed and summarized in this format. All clients are encouraged to refer to the combined Sensors Forecast or individual Camera/Radar/Lidar Forecasts for the most comprehensive view of sensor content per vehicle and sensor volumes generally.

In addition to combining all sensor counts into the Sensor Package concatenate at the vehicle level, this format also places basic sensor counts adjacent to vehicle volumes and hence allows for new analysis:

• Sensor count * vehicle volume for close approximations of total sensor volume (continue to refer to Sensor Forecasts for accurate sensor volumes accounting for various exceptions such as the Tesla mid-lifecycle FVC transition)
• Average number of X sensors per vehicle produced/sold
• Average number of X sensors per vehicle produced/sold when X sensor is equipped to the vehicle
• Share of vehicles equipped with or without X sensor

Given that this Sensor Package content combines both Sensor and Application/Vehicle attributes in the same forecast, these additional attributes are only available to clients of all Autonomy Forecasts in the Autonomy Bundle. If you would like to view a sample of the new data, please contact your account manager or jeremy.carlson@spglobal.com for assistance.

Explore the full list of enhancements and unlock new opportunities for your business Download here

ARCHIVE

Beginning of May 2025 publication

SDV: CONNECTED CAR

What is changing: An Embedded Connectivity (Yes/No) field has been added to the Telematics (sales and production), Connected Services Usage (sales, production, and connected VIO), Paid Update Usage (sales and connected VIO), and App Store and Location-Based Commerce (sales and connected VIO) forecasts.

Benefits for clients: This field offers clients a quick reference on the fitment of an embedded Telematics Control Unit (TCU) in the vehicle. A TCU enables vehicles to engage in bidirectional communication with external networks and devices, such as the internet, cloud services, or other vehicles (via V2X connectivity over cellular networks).

This module can either be integrated into the infotainment system, smart antenna, or cockpit domain controller, or it can function as a standalone unit. Aftermarket TCUs and those used for pay-as-you-drive services are not included in this category.

Beginning of April 2025 publication

SDV: CONNECTED CAR

What is changing: A GenAI Chatbot Integration (GenAI Chatbot Integration/No GenAI Chatbot Integration) field has been added to the Headunit Systems forecasts (sales and production).

Benefits for clients: This field offers clients a quick reference on each OEM's status regarding GenAI chatbot integration, like ChatGPT, and highlights current and future models that differentiate them from competitors.

Despite varying integration levels, GenAI chatbots are utilized for in-car virtual assistants, enhanced navigation, personalized settings, and troubleshooting, among other features.

PROPULSION

What is changing: We are adding 3 new fields to our Propulsion Bundle and Propulsion Value Chain offerings. The new field additions are Inverter Switching Device Supplier, Inverter Switching Device Type and Inverter Switching Device Units.

Benefits for clients: As the industry transition further towards hybrid and battery electric vehicles, supply chain dynamics are evolving, particularly relations between OEMs and Suppliers.

The eMotor has already undergone significant shifts and the inverter is the latest component within the drive unit to see more OEM involvement and a changing landscape for Tier 1 and 2 suppliers.

The switching device supplier field along with previously published Inverter Design Parent and Inverter supplier will hone in on this.

The forecast offerings are now able to showcase relations of the OEM/Tier 1/Tier 2, specifically here for the switching device, commonly seen as a Power Module in the inverter. The Device type will coverage a range of options from semi-custom modules seen in Tesla vehicles to 3 in 1 power modules and more. The switching device unit will track the count of this specified technology within each inverter.

CHARGING

What is changing: Below attributes have been added to our Power Electronics (Level3), Power Electronics (Level 3) Extended, Power Electronics:DC DC Converter, Power Electronics:DC DC Converter (Extended), Power Electronics:On-board Charger, Power Electronics:On-Board Charger (Extended), Power Electronics:Inverter, Power Electronics:Inverter (Extended)  forecasts.

Inverter Design Parent, Inverter Supplier Dynamics, Inverter Switching Device Type, Inverter Switching Device Units, Inverter Switching Device Supplier, DC-DC Converter Switching Device Type, DC-DC Converter Switching Device Units, DC-DC Converter Switching Device Supplier, On-Board Charger Switching Device Type, On-Board Charger Switching Device Units, On-Board Charger Switching Device Supplier and System Integration Group fields

Benefits for clients: Technical (Switching device type & Switching device units) and Supply chain related(Switching device supplier) attributes for Inverter, DC-DC Converter and On-board charger are set to add value to our existing intelligence and offer a deeper perspective into the global automotive power electronics landscape providing a comprehensive view of the technological trends and supply chain dynamics, at not just OEM and tier 1 level, but beyond that, encompassing the lower tiers of supply chain as well.

Clients will benefit from our deep dive approach penetrating the core of the industry, unravelling the complexities, and unveiling opportunities to provide a holistic view of the market.

Inverter design parent field will allow clients to track the ‘print to build market’ for inverters that is developing globally. As OEMs aim to vertically integrate more key technologies, the inverter is emerging as a target for in-house design. 

Supplier Dynamics field defines the relation between the OEM and the inverter supplier, broken up into 4 categories: in-house, strategic sourcing, equity alliance and non-equity alliance, to show how supply chain dynamics between OEMs and Tier 1s will evolve in the coming years. 

System Integration Group field provide clients with insight into the latest Integration trends in terms of X-in-1, emanating from Greater China in particular. The growing presence of complete vertical integration and the want to expand global footprint is driving OEMs and some suppliers to further integrate more and more components into the single drive unit, providing them with benefits from a cost, design and vehicle integration perspective.

LIGHTING

What is changing: In recent years, the DRL, along with grille and logo illumination, has grown more complex. To address this trend, Forward Lighting Enhanced has introduced new fields to adopt the rising demand for innovative signaling lighting designs and other exterior lighting components.

 Benefits for clients: The global signaling lighting market is experiencing rapid growth driven by innovative designs. OEMs are progressively integrating bold designs into their portfolios. To address this trend and analyze this emerging market, the new fields will offer a more comprehensive description of DRL design and positioning. Furthermore, these fields will also provide a more detailed examination of grille illumination design and logo illumination.

THERMAL

What is changing: We are adding new subcomponents to out Integrated Thermal Module and E-Mobility HVAC forecasts, these will automatically be added to your subscription if you are a subscriber:

 Integrated Thermal Module

• ITM:Expansion Valve
• ITM:Refrigerant Tank

E-mobility HVAC

• Outer Heat Exchanger

Benefits for clients: Adoption of heat pump-based HVAC systems and integrated thermal modules are growing trends in E-mobility thermal management. With the addition of the new fields to the forecast, the aim is to provide the clients more expansive understanding of the component technologies and related supply chain information, thus building on the value offered by the existing forecasts.

BATTERY

What is changing: We are adding new fields for Battery Capacity Band (kWh), Battery Cell Cathode Material Group, along with a new time series showing the Battery Demand (kWh).

Benefits for clients: The Battery Capacity Band (kWh) will facilitate more effective segmentation of battery sizes, in particular when leveraging Component Forecast Analytics.

Similarly, Battery Cell Cathode Material Group will bucket battery volumes based on a more aggregated chemistry definition to support analysis of, for example, LFP vs NCM based battery cathode materials.

Finally, our new Battery Demand time series presents battery volumes on a more useful kWh basis in our query tool.

Explore the full list of enhancements and unlock new opportunities for your business Download here

ARCHIVE

Beginning of March 2025 publication

AUTONOMY

What is being enhanced: Sensor unit pricing that is used to calculate revenues in CFA

Applied to Camera, Radar, Lidar Sensor forecasts, and Autonomy Level revenues (shown via the sum of Application software and Sensor hardware prices)

Benefits for clients: Provides clients with a refined revenue outlook for all sensors

Internal modelling now references geography to account for lower unit prices in China versus other global markets

SDV: CONNECTED CAR

What is being enhanced: Consumer Electronic (CE) Module and Telematics Type fields have been removed from our Telematics forecasts and HMI Technology Suite (Sales and Production).

Benefits for clients: The removal of these fields was done to better align with current and future connected vehicle market trends.  CE based telematics that leverage a consumer device, such as a smartphone or USB dongle have been phased out in favor of embedded solutions that make use of a built-in 4G LTE or 5G module.

By removing these fields, the classification of a Telematics Type (Embedded, CE, Hybrid (Embedded+CE)) is no longer applicable, as all telematics systems tracked are assumed to be embedded.

THERMAL

What is being enhanced: The field “Battery heater type” has been expanded to include more heater types. The options now include PTC, Thick Film, and Tubular to describe the type of heater used to heat the battery.

Benefits for clients: The inclusion of additional battery heater types offers clients a more visibility on the type of battery heater technology. Previous options were limited to “PTC” and “other” for all applicable vehicles.

What is being enhanced New technology and Supply-chain fields for Outer Heat exchanger are being added.

Benefits for clients: Value enhancement adding information about another individual component to your forecast

Explore the full list of enhancements and unlock new opportunities for your business Download here

Beginning of February 2025 publication
 

E/E and Semiconductor

What is changing: The “Propulsion Segmentation” field in forecasts for EE Architecture, Zone Controller, and Cockpit Domain Controller is being enhanced. The new “VP: Platform Subgroup Design Type” is introduced in the Light Vehicle Production (LVP) forecast, categorizing propulsion types into Battery Electric Vehicles (BEV), Internal Combustion Engine (ICE), and Multi-Energy vehicles. This update replaces the previous external mapping that led to an “unknown” category for about 13% of vehicles.

Benefits for clients: Clients will benefit from a more precise and aligned segmentation, improving the usability of the data. The field is now populated with clear values: “BEV,” “ICE,” and “Multi-Energy.” This change ensures complete alignment with the Powertrain forecast and eliminates the “unknown” category. The “Multi-Energy” designation encompasses vehicles with multiple propulsion types, such as the VW Golf and hybrids. This enhancement increases the value provided by offering clearer insights into vehicle propulsion types, particularly for those with multiple options, thereby facilitating better decision-making.

SDV: UI/UX

What is changing: Supplier Plant, Country/Territory and Region fields have been added to our Center Stack Display and Instrument Cluster Sales forecasts

Benefits for clients: The new fields will enable clients to gain deeper insights into the global distribution of supplier production facilities and regional manufacturing trends. This enhancement allows clients to identify production hotspots and evaluate supplier footprints by geography, analyze regional trends and shifts in Center Stack Display and Instrument Cluster production, make strategic sourcing decisions by aligning procurement strategies with localized production, and gain a competitive edge by understanding the geographical dynamics of supply chains for these components. These updates provide more granular visibility, empowering better decision-making in sourcing, logistics, and market strategy.

Interior

What is changing: We are adding Switchable Glass Fitment and Switchable Glass Tech Type have been added to our leading Sunroof forecasts

Benefits for clients: The new fields will enable you to have a deep dive in the switchable glass market. It allows you to see the different OEM strategies for switchable glass fitments and the underlying technology. Switchable glass types are categorized in SPD, PDLC, EC and GHLC technologies.

Battery

What is changing: We are adding new fields for Battery Capacity Band (kWh), Battery Cell Cathode Material Group, Battery Coolant System Design, Battery Pack Cooling Medium, Battery Pack DC Charging C Rate Class, allow with a new time series showing the Battery Demand (kWh)

Benefits for clients: The Battery Capacity Band (kWh) will facilitate more effective segmentation of battery sizes, in particular when leveraging Component Forecast Analytics. Similarly, Battery Cell Cathode Material Group will bucket battery volumes based on a more aggregated chemistry definition to support analysis of, for example, LFP vs NCM based battery cathode materials.  Battery Pack DC Charging C Rate Class provides the same functionality by grouping values into industry standard integer numbers of 1C, 2C, 3C etc. Battery Coolant System Design and Battery Pack Cooling Medium lift important technical fields from our battery thermal forecast for use by High Voltage Battery and Battery Pack customers. And finally, our new Battery Demand time series presents battery volumes on a more useful kWh basis in our query tool.

Propulsion

What is changing: Inverter Design Parent, System Integration Group and System Integration Definition fields have been added to our Propulsion Value Chain, E-Motor, E-Motor Value Chain, and Propulsion Bundle forecasts.

Benefits for clients: Inverter design parent will allow clients to begin tracking fully the print to build market for inverters that is developing globally. As OEMs aiming to vertically integrate more key technologies, the inverter is emerging as a target for in-house design. System Integration Group and System Integration Definition provide clients with insight into the latest drive unit trend emanating from Greater China in particular. The growing presence of complete vertical integration and the want to expand global footprint is driving OEMs and some suppliers to further integrate more and more components into the single drive unit, providing them with benefits from a cost, design and vehicle integration perspective.

Thermal

What is changing: We are adding new component fields for Outer Heat Exchanger Type, Integrated Receiver/Drier, Refrigerant Tank Expansion Valve and additional supplier information to the following component forecasts E-Mobility HVAC (Level 3), Integrated Thermal Module (Level 3) and ITM:Refrigerant Module

Benefits for clients: The new fields will deliver further detail and differentiation in our ‘Type’ fields. We will also lift heat exchanger and expansion valve market intelligence from our conventional ICE-based forecasts in to our E-Mobility offerings. We have also expanded our regional coverage of Water Pump data to be global, in line with other Thermal Management forecasts.

Explore the full list of enhancements and unlock new opportunities for your business Download here

These enhancements are a direct response to customer feedback and our commitment to providing cutting-edge analytics. We look forward to supporting your needs with these new capabilities.

To find out more contact your account manager, or email us at autotechinsight@spglobal.com