Automotive Technology Insight | Forecasts | Industry News

podcast
New Product Development
29-Apr-2021
Pinned

Welcome to AutoTechInsight's brand new dedicated podcast series! From AVs to V2X, join our experts and industry leaders in Autology - a freely accessible weekly podcast that discusses the latest news and megatrends in the world of automotive technology. Listen in on the Autology Trailer to hear a snippet of what's in store... We’d love to hear your thoughts and ideas at our autology@ihsmarkit.com email – and you can find out much more about our roundtable discussion topics across th...

podcast
Electrification
18-Dec-2024

The Rise of India’s Automotive Components Industry

Today's episode of Autology is all about the rise of India’s automotive components industry. With a mammoth size of $74 billion, India’s auto components sector continues to grow at an average of 10%-11% year-on-year. While India’s automotive industry contributes about 49%-50% of the country’s manufacturing GDP, the emerging components space is a successful example of the Government’s flagship ‘Make in India’ initiative. Key factors such as strengthening export volumes and increasin...

Chassis Matters: On a roll with ZF

In this episode, we’re diving into the exciting world of emerging trends in chassis technologies. It’s incredible how much has changed in this field over the past decade. We’ve witnessed remarkable advancements in materials, design, and engineering that have transformed vehicle performance and safety on the road. We’ll explore the unique challenges that ZF faces when designing chassis for electric vehicles, focusing on the critical balance between weight, efficiency, and performance...

podcast
Supply Chain
12-Nov-2024

The Price of Lithium-ion Batteries: Trends and Forecasts

Today's episode of Autology is based on a recently published battery report, which aims to forecast the evolution of battery prices by analyzing the historical data. EV batteries account for about 30% to 40% of the total cost of a battery electric vehicle (BEV), making it the single most strategic component that is not only keeping the prices of BEVs more than their ICE counterparts but is also pushing the carmakers to rework their respective global supply chains. As a result, the price of an EV...

podcast
Supply Chain
22-Aug-2024

Holograms in Motion

The automotive market is going through some exciting changes. Cars are getting smarter with advanced sensors, communication capabilities, and autonomous driving features. This means car interiors are getting a makeover, and electronics are becoming a major cost component. Displays are becoming a common sight in new vehicles, with all sorts of cool options like curved displays that span the width of a dashboard, big screens for rear-seat entertainment, transparent side window displays, disp...

podcast
Supply Chain
16-Jul-2024

Navigating the Software Highway

The software-defined vehicle (SDV) is another new buzz phrase in the car industry. SDV refers to vehicles that can enhance their capabilities through software updates, eliminating the need for physical part replacements. It's not just about updates though. It’s about bringing fresh value to your car. Tune in to today's episode as we discuss the benefits of SDV's, how the automotive industry is tackling the transition, and the impacts on the vehicle supply chain. Speakers; Aaron ...

podcast
Electrification
27-Jun-2024

Shifting dynamics in the lithium iron phosphate battery market

In this episode, we are discussing the growing adoption of lithium iron phosphate batteries (LFP). LFP batteries are highly regarded for their stability, long lifespan, and resistance to heat degradation. While they have been popular in China, they are now gaining traction in North America, with automakers like Tesla, Ford, and Rivian already planning to incorporate them into their electric vehicles. As technology continues to advance, the performance gap between LFP batteries and other battery ...

Consumer Survey Results: what ADAS features drive consumer spending

The 2024 S&P Global Autonomous Driving Consumer Survey asked nearly 8,000 global participants on what they think about specific ADAS features to understand their willingness to pay, their interest in these driver-assist technologies and what specific features they desire to have in their cars. The survey produced some very interesting results. For example, about 91% of global respondents consider safety ratings when purchasing new vehicles, and 81% of global respondents would even be will...

podcast
Electrification
26-Mar-2024

The CERAWeek special

Billed as the world’s premier energy event and described by the Financial Times as “the Davos of Energy”, CERAWeek took place on March 18-22 in Houston, Texas. The key theme for 2024 was “Multi-dimensional energy transition: Markets, climate, technology and geopolitics”. In this episode of Autology, S&P Global’s vehicle electrification expert and CERAWeek panelist Graham Evans, provides an in-depth insight into all the mobility-related discussions. This includes the major i...

Head in the clouds - Connected and software-defined vehicles

With an increasing industry focus on vehicle software, S&P Global Mobility’s exports discuss how ‘the cloud’ is set to transform the automotive experience. This includes a detailed explanation of edge computing, the importance of its development and its real-world applications. Tune in to reveal how cloud and edge infrastructure will become the backbone of the transformative journey towards more connected, autonomous, shared, and electric vehicles. Read the full ‘SDV cloud a...

podcast
Show Report
26-Jan-2024

CES 2024 – From AI to UI/UX

More than 135,000 visitors travelled to Las Vegas for the Consumer Electronics Show (CES) 2024, including those from the automotive industry. S&P Global Mobility analysts were also in attendance and, in this episode of Autology, speak about the key themes and showcases. One of which was the focus on generative artificial intelligence (GenAI), with Volkswagen, for example, partnering with Cerence to integrate ChatGPT into its vehicles. Iqbal Arshad, Chief Technology Officer at Cerence, ...

2023 CASE closed

To round off the year, S&P Global Mobility analysts discuss the key developments that have occurred in and around CASE (connected, automated, shared and electric) vehicles and technologies. From the near extinction of AM radio to the progress made on EV infrastructure installations, this episode of Autology discusses the impact of all on the wider automotive industry. It also previews what trends we can expect come 2024 and the challenges that both OEMs and suppliers are likely to face...

E-motor technology and the evolution of the e-Axle

Electric vehicles are here, and seemingly here to stay. But many of us are expectantly awaiting more affordable models, more breadth of choice and more real-world range. Electric motor developments will be critical to this, so who better to discuss this with than one of the industry’s leading development consultancies? In this episode of Autology, S&P Global Mobility’s Director of Electrification Technology Research Graham Evans is joined by Jason Schneider, Team Lead - Electrified...

Robotaxi – What’s the latest on driverless cars?

While it may seem that autonomous vehicle developments have stalled following a previous race to L4/L5 capabilities, there are still major shifts underway to make the dream a reality. S&P Global Mobility’s autonomy experts reveal what’s happening both in Greater China and the United States, from the key players in the market to the cost parity goals that they are trying to achieve. Tune into this episode of Autology to find out when robotaxis are likely to become mainstream, whethe...

KITT for cars – Making AI a reality

Imagine a world where you can have a conversation with your car – ask it to find an alternative traffic-free route home or for it to actively warn you that the front-left tire is low on air, or even perhaps a quick-witted exchange in true Knight Rider KITT style! That seemingly fiction technology could soon be coming to a car near you with OEMs currently developing AI-powered large-language models (LLMs) like ChatGPT for in-vehicle use. In this Autology episode, our experts discuss the r...

An electrifying drive – The next phase of EV propulsion tech

What’s the next stop on Electric Avenue? This episode of Autology answers exactly that, with particular focus on technology that drives electrified vehicles. Our special guest Ben DeLand, Director of Electrical Hardware Engineering at GKN Automotive, gives the perspective from a major tier-1 supplier while Graham Evans, S&P Global Mobility’s Director of Electrification Technology Research, reveals forecast details such as battery demand and developments. With EV production on the r...

Self-driving self-assessment – Drivers have their say

What will it take for drivers to not only trust ADAS and autonomous technology, but to also pay for it above and beyond a car’s retail price? S&P Global’s 2023 ADAS & Autonomous Driving Consumer Survey reveals all, including which technologies are most and least desirable. In this episode of Autology, our experts give a sneak peek of the Survey results and also discuss whether or not global autonomy trends coincide with consumer sentiment. Speakers: Yanina Mills, senio...

Hurdles and opportunities in creating reliable charging infrastructure

How quickly is the global network of xEV charging infrastructure growing? Is this growth sufficient to cater to the number of electrified vehicle owners? In this episode of Autology, S&P Global’s battery charging expert Claudio Vittori is joined by Federica Brambilla, Business Development Manager for the EV Charging Services business at Diebold Nixdorf. They not only discuss the forecasted quantity of charging stations, but also the quality. Too often, charging infrastructure is plag...

Caught in the Act – Securing raw materials in the EU

Discover how significantly the automotive industry will be impacted by the EU’s recently proposed Critical Raw Materials Act. This includes sourcing rare earth elements for e-motors and batteries. As well as outlining the details of the Act, S&P Global’s experts will further reveal the forecasted demand for some of the components included in the legislation. Will the CRMA also be an effective response to the US’s Inflation Reduction Act? Find out in this episode of Autology. S...

CERAWeek 2023

On this week’s episode of Autology we are joined by Graham Evans, Director for Electrification Technology Research and Dr. Richard Kim, Associate Director of Battery Technology Research within S&P Global’s Supply Chain, Technology & Aftermarket group. Both have been at CERAWeek, the landmark annual S&P Global energy conference held in Houston, TX, chairing panels on the topics of Charging Infrastructure and Battery Supply Chains respectively. We learn about the scope of...

Keeping up with Tesla- A story of EE Architecture

On this weeks episode of Autology we are joined by Richard Dixon, S&P Global Mobility Senior principal Analyst, EE & Semiconductor Group to discuss the changes within EE Architecture among OEMs, what is driving these changes and how Tesla are paving the way. With an in-depth look at how the market is evolving up to 2025 and beyond, we discuss the challenges faced by OEMs with an established vehicle architecture and the potential impact on market outlook that we can expect to se...

Graphene in Automotive- part 2

In this week’s episode of Autology, our S&P Global Mobility expert from the materials and lightweighting team and Terrance Barkan, Executive Director of The Graphene Council, continue to discuss the topic of graphene in automotive applications and beyond. And answer questions such as: What is the Graphene Council? What is graphene and what forms of graphene have been made commercially available? Which components and material groups within automotive have been proposed to benef...

Graphene in Automotive

In this week’s episode of Autology, our S&P Global Mobility expert from the materials and lightweighting team and Terrance Barkan, Executive Director of The Graphene Council, discuss the topic of graphene in automotive applications and beyond. And answer questions such as: What is the Graphene Council? What is graphene and what forms of graphene have been made commercially available? Which components and material groups within automotive have been proposed to benefit from grap...

CES Wrap up

CES 2023 brought back the massive crowds and a real focus on developments in the automotive world. We discuss major themes from the show, which include a shirking of nebulous concepts in favor of production-ready products, why CES is the place to launch a car, the heightened importance of the software-defined vehicle, and the re-positioned buzz around automated technology We’d love to hear your thoughts on this episode at our autology@spglobal.com email – and you can find out mu...

CES Thursday Recap

Tune in to hear all the hot topics from CES Day 2! Thursday's focus was on automakers and new vehicle strategy, ranging from electrified passenger vehicles and platforms from Ram and BMW, to commercial trucking announcements from Lordstown and Harbinger, and much more We’d love to hear your thoughts on this episode at our autology@spglobal.com email – and you can find out much more across the autotechinsight.ihsmarkit.com website. Don’t forget to hit all the subscribe, follow and ...

CES Day1- Recap

Join our team in Las Vegas for a daily recap of CES Day 1. Sony's evolving automotive strategy, new model announcements from Volvo and Volkswagen, and a flurry of supplier product launches from the likes of Panasonic, Bose, ZF, and more Speakers: Brian Rhodes, Associate Director Jeremy Carlson- Associate Director Colin Bird Matrinez- Principle consultant We’d love to hear your thoughts on this episode at our autology@spglobal.com email, and you can find ou...

Euro 7 - Announcements explained

On this week’s episode of Autology, two experts from the automotive propulsion team discuss the details and implications of the long-awaited Euro 7 announcements. Join us to find out what do these new regulations mean for the industry, what are the technology impacts and how is this going to help us achieve our long term zero emissions targets. Speakers: Rebecca Bellchambers- Host- S&P Global Mobility Thermal Research Analyst Michael Southcott- Associate Manager within Automotiv...

EV charging trends

In this week’s episode of Autology, IHS Markit experts sit down with general manager at Wallbox, Douglas Alfaro, to discuss industry and consumer perspectives around electric vehicle charging and its evolution. We get an understanding of some of the key barriers for EV adoption and the importance of developing the public charging infrastructure. How do consumer perceive the infrastructure and how are different countries tackling the expansion? How might charging habits evolve and what is th...

12V batteries part III: Learnings from an established sustainable supply chain

On this week’s Autology podcast, S&P Global Mobility host industry experts from Clarios again as we dive deeper on the topic of 12V batteries in the third episode of this multi-part series. Electrified vehicles, including full battery electric vehicles, will continue to require a 12V battery for myriad features and ancillary applications onboard. With increasing connected and intelligent vehicles coming to market, S&P Global Mobility expects demand for 12V batteries to continue to g...

Paris Motor show- A recap

On this week’s episode of Autology, we are joined by two S&P Global Mobility Analysts who attended the Paris Motor show to discuss some of the hottest talking points from their time at the event. With a particular focus on Thermal management, Autonomy and Electronics architecture, we discuss some of the new technologies being showcased, note-worthy new vehicle launches as well as a discussion regarding some of the interesting supplier booths. Tune in to listen to our thoughts of the event....

Consumers clamor for connected content

In this week’s episode of Autology, S&P Global Mobility experts discuss the latest findings from the connected car consumer analysis study. Our experts from the connected car and consumer research teams discuss consumer sentiment toward connected features, preferences, willingness to pay, and more. They also answer questions such as: Why is it important to understand consumer brand perception and preferences? Which services and features entice consumers to resubscribe? What...

Electric vehicles: Do consumers even want them?

On this week’s episode of Autology, we discuss the topic of electrification from the consumers perspective. With insights from the consumer surveys, we discuss general openness for electric and hybrid vehicles and why consumers may be holding back from purchasing Electric vehicles. We also investigate the topic of charging infrastructure, what sort of charging experience do consumers want? What are the charging infrastructure advancements likely to look like in the future? Tune in to find out ...

Letting go: Consumer sentiments towards automated driving

On this week’s Autology podcast, S&P Global Mobility analysts discuss consumer insights regarding automated driving. Listen in as Brock Walquist explains the different levels of autonomy, the current/ forecasted applications as well as global insights into the OEM and supplier strategies. Our consumer expert, Yanina Mills sheds light on what consumers are telling us in some of our surveys, including desirability, consumer concerns, global response differences and look into how/ what con...

Battery raw materials: How they will reshape global battery supply chain

On this week’s episode of Autology we are joined by 3 members of the S&P Global Mobility Battery team to discuss the battery raw material domain and give a global outlook into supply chain. Battery raw material sourcing is undoubtedly one of the biggest talking points in the automotive industry right now, and we take a dive into the regulations and the complications these are having on the upstream suppliers, the solutions to challenges and concerns, as well as a first look into the newly ...

2022 North American International Auto Show (NAIAS) Recap

In this week’s episode of Autology, IHS Markit experts recap some of the highlights from Detroit’s North American International Auto Show. With strong presence from the Big 3 automakers electrification was the topic of the day(s). Showcases from General Motors, Ford, and Stellantis paint an image of an electrified future while some of their flagship gas models foot the bill to support it. Tune in to hear about key announcements from automakers, highlights from the show, and what mig...

The reality bites on owning Automotive OS: True or false?

On this week’s episode of Autology, we welcome special guest speaker Mr. Chris Goodall- Vice president, Positioning, and Monitoring Systems Business Unit from TDK Corporation to discuss the growing complexity of automotive software and the role of automotive middleware to minimize complexity and what the future holds for the supply chain and technology. Speakers: Host- Rebecca Bellchambers- S&P Global Mobility Thermal Research Analyst Dr. Tawhid Khan-Research Director, Supply Ch...

12V batteries part II: Low voltage batteries for an electrified future

On this week’s Autology podcast, S&P Global Mobility host industry experts from Clarios as we dive deeper on the topic of 12V batteries in this multi-part series. Electrified vehicles, including full battery electric vehicles, will continue to require a 12V battery for myriad features and ancillary applications onboard. With increasing connected and intelligent vehicles coming to market, S&P Global Mobility expects demand for 12V batteries to continue to grow until at least 2025. De...

Megacasting on the rise: Dreaming big?

In this week’s episode of Autology, S&P Global Mobility experts deep-dive into one of the hottest topics in today’s vehicle manufacturing industry: Megacasting. Quite a lot has been said about this new way of approaching automobile manufacturing, with important OEMs like Tesla adopting this technique so as to manufacture vehicle structures using very few castings, as compared to the traditional stamping & joining method. S&P Global Mobility experts try to shed light on the ...

Will revenue ambition from Connected Car data surpass the cars themselves?

In this week’s episode of Autology, S&P Global Mobility experts discuss the topic of how automakers generate revenue from Connected Car data. Our experts from the connected car team discuss the connected services market forecast, automaker strategies, vehicle hardware capabilities, connected services and software paid subscriptions and consumer perceived value within different regions. We will also explore future approaches to increase revenue from connected cars, as more connecte...

Are premium in-car audio experiences becoming more mainstream?

This week’s episode delves into how in-car audio and sound management technologies continue to evolve with the megatrends of electrification, connectivity, and shared mobility. To meet the challenges arising from electrification and lightweighting, automakers are looking for audio systems that allow significant savings in terms of weight and space as well as more flexibility in terms of cockpit design. Automakers now cater to a wider range of car buyers by employing a selective audio sourcing ...

Automation drives compute: A chip shortage story

On this week’s Autology podcast, S&B Global Mobility analysts discuss the chip shortage crisis. We take a look into the role of ECU’s and MCU’s, key suppliers, supercomputers within cars and how the market is evolving to best cope with the supply chain constraints. Tune in to find out the answers, and much more! Speakers: Rebecca Bellchambers – (Host) – Research Analyst, S&P Global Mobility Phil Amsrud – Senior Principal Analyst, Semiconductors and Components, S...

Low voltage battery: A traditional technology with a key future role to play

On this week’s autology podcast, s&p analysts discuss the future role of the low voltage battery. We dive into the key functions of a low voltage battery, how its functions are evolving as the vehicle market shifts towards electrification as well as some of the regulations and recommendations provided around the use of lead acid and lithium-ion batteries. Speakers: Rebecca Bellchambers- Host- S&P Global Mobility Supply Chain and Technology Thermal Research Analyst Jay Hwang-...

Additive manufacturing maturity in automotive

In this week’s episode of Autology, IHS Markit experts discuss additive manufacturing or 3D printing in the automotive industry. We sit down with Skuld LLC to discuss additive manufacturing’s place in the automotive sector and what needs to happen for more mainstream acceptance in high-volume components as well as what criteria ultimately lead to higher adoption rates. Is there room for improvement? What might the short and long-term look like for additive manufacturing automotive comp...

EVS35: Checking the industry pulse in the EV heartland

On this weeks Autology podcast, we discuss all the hot topics trending at last weeks EVS35 event held in Oslo, Norway. Graham Evans dives into exactly what the EVS35 event is, what it signifies and aims to achieve as well as some of the key take away points from his visit to the city that has taken to EV adoption with open arms. Make sure to listen as Graham unveils big announcements made by key speakers, hot trends being discussed and even talks about the newly launched S&P Global mobili...

Displays arms race, where will it lead?

In this week’s episode of Autology, IHS Markit experts discuss the growing number of displays in vehicles and the ramifications. With more displays, larger display sizes and higher resolutions comes a need for stronger processing power. We look at how this evolution impacts technology but also what factors and applications are driving this growth and fitment. What are the impacts on the supply chain? Are some regions or auto manufacturers moving quicker than others? How may this change movi...

Chip crisis – The never-ending story?

In this week’s episode of Autology, experts from S&P Global Mobility discuss the current state of the ongoing semiconductor shortage that has roiled the automotive industry for more than two years now. We will talk about the impact of the recent announcements around fab expansions from various suppliers and discuss the asset light approach. Furthermore, we will discuss what steps OEMs are taking to overcome chip shortages, what role raw materials play and of course provide answers to th...

Wait, so where will I charge my EV?

In this week’s episode of Autology, experts from S&P Global Mobility and Parkopedia discuss the current landscape of the EV charging infrastructure and how this is expected to change over the next few years. We will talk about the importance of accurate parking information and challenges the automotive industry has yet to overcome, when it comes to the charging infrastructure and wider EV adoption? And our guest from Parkopedia will share a fun fact that you, our listeners, may not b...

Consumer sentiments toward in-vehicle displays and other HMI features

In this week’s episode of Autology, IHS Markit experts discuss consumer sentiments toward vehicle displays and other human machine interface (HMI) features. We discuss some of the key preferences for display sizes and configurations along with other technology like head-up displays (HUD) and camera displays as they continue to make their way into vehicles. We take a look at how consumer awareness of these features can potentially impact their purchasing decisions as well as their will...

Who wants an NFT Alfa?

In this week’s episode of Autology, IHS Markit experts discuss Alfa Romeo’s new plug-in hybrid SUV, Tonale, which comes with a non-fungible token (NFT). We get an understanding of what NFTs are and ultimately what they have to do with the automotive industry. With other players in the market utilizing blockchain technology we discuss how automakers, insurers, consumers, and other stakeholders may benefit from NFTs. But is this something consumers want and what challenges may be hin...

What do American millennials want in a car?

In this week’s episode of Autology, S&P Global Mobility experts discuss what American millennials want in their vehicles. As the largest generational group in the US, we take a look at what makes millennials an important consumer segment, as well as what features and technology are of most interest. We look at how COVID-19 has impacted millennials’ purchasing behavior and the vehicle buyer journey, as well as how this segment has set the stage for younger generations. What are the ...

How automakers make money even after the car leaves the lot

In this week’s episode of Autology, S&P Global Mobility experts discuss the topic of how automakers generate revenue from their aftersales activities. Our experts from the aftermarket and connected car teams discuss on-going innovative strategies, including e-retailing of parts, decentralized supply chains, connected services subscriptions and personalization. We also explore future approaches to increasing revenue from the aftersales, especially as more battery electric vehicles op...

Tesla Cyber Rodeo event, new 4680 battery cells

In this week’s episode of Autology, S&P Global Mobility experts discuss Tesla’s Cyber Rodeo event celebrating the official launch of the Giga Texas factory. Attendees were invited to view the Cybertruck, tour the facility, and hear some of the latest news on Tesla’s battery production. News included Tesla’s new 4680 battery cell manufacturing and the event was the first time that Tesla demonstrated and mass-produced new 4680 batteries. Listen to our experts explain what 4680 batte...

NYIAS 2022 review

In this week’s episode of Autology, S&P Global Mobility experts discuss key takeaways and noteworthy sightings from the New York International Auto Show. NYIAS is back after a two-year pause and we will cover topics such as the dominance of EVs and why there is an increasing emphasis on experiences rather than just cars. With many established OEMs backing out, what role do startups play and what are automakers and show organizers doing to get people out of their homes and into conventio...

Part 2: Pledges vs Practicality - Are governments keeping their EV promises?

In this week’s episode of Autology, S&P Global Mobility experts discuss what governments are doing to keep their EV promises. This includes a look at where the EV industry currently stands in key automotive markets globally and how these markets will evolve in the coming years. The regulatory environment of course plays a big role here, but how effective have regulations really been in advancing electromobility? With many policy and regulation models around, which countries are ahead...

Part 1: Pledges vs Practicality - Are governments keeping their EV promises?

In this week’s episode of Autology, S&P Global Mobility experts discuss what governments are doing to keep their EV promises. This includes a look at where the EV industry currently stands in key automotive markets globally and how these markets will evolve in the coming years. The regulatory environment of course plays a big role here, but how effective have regulations really been in advancing electromobility? With many policy and regulation models around, which countries are ahead...

A fuel’s errand - Will hydrogen vehicles ever be mass market?

In this week’s episode of Autology, S&P Global Mobility experts discuss the topic of hydrogen internal combustion and fuel cell vehicles. With inputs from the light passenger vehicle team as well as the medium heavy commercial team, we dive into topics including the supply chain of hydrogen vehicles, what regions are driving these technologies as well as an update on any OEM announcements. We investigate when the market can expect a significant ramp up as well as why hydrogen vehicles a...

podcast
War In Ukraine
23-Mar-2022

Enormous downside risk to automotive as the war in Ukraine continues

This week’s episode dives into the impact of Russia’s invasion of Ukraine on the automotive industry. As the war continues to rage on, vehicle production, demand, and the global supply chain supporting this sector are experiencing major disruption. We discuss the revised outlook for vehicle production as well as the key supply constraints that will have broad ramifications beyond Ukraine. Sanctions on Russia, both government led and self-induced, open another door for further complication...

Lighting ahead staging the future vehicle design

In this week’s episode of Autology, S&P Global Mobility experts discuss with Todd Morgan, Chief Technology and Innovation Officer at Lumax Industries, how vehicle lighting is influencing the automotive design in the coming years. With new lighting and design concepts, the overall vehicle style is changing inside the cabin and outside. New lighting technologies are entering the stage to deliver better experiences with the car. Besides new freedoms in design, lighting can be used for c...

National targets but local needs: How to establish what EV charging infrastructure is really needed

In this week’s episode of Autology, S&P Global Mobility experts discuss what’s needed to establish the right EV charging infrastructure - globally, nationally, and locally. This includes how the charging infrastructure deployment is progressing relative to EV market adoption and which major factors influence this infrastructure deployment. With many business models around, what does the current model for local public infrastructure roll-out look like and how will this model evolve?...

Materials as a Service

In this week’s episode of Autology, S&P Global Mobility experts talk about partnering with material suppliers to create a supply chain for new materials, which are needed for features and vehicle construction. The functions and capabilities of vehicles are rapidly changing with megatrends, but what about their construction and composition? S&P Global Mobility experts discuss the broad concept of "Materials as a Service," how suppliers and OEMs communicate this process, and the role o...

Getting in the zone – The future of EE architecture

In this week’s episode of Autology, IHS Markit experts discuss how E/E architecture is set to develop over the coming years. This includes when and what new architectures may come into play and the challenges of transitioning from domain to zonal. Does software play a role? And finally, what regional differences might there be in both the approaches and adoption rates of the automotive manufacturers? Tune in to find out the answers, and much more! Speakers: Richard Dixon, sem...

Keep on truckin' - Generation EV

Pickup trucks are still the highest-selling vehicle segment in the United States. As EV pickup trucks make their way onto automotive assembly lines, it is clear that this new segment of vehicles will have a significant impact on the North American auto industry. In this week’s episode of Autology, our experts discuss the increasingly competitive electric truck market, including the Chevrolet Silverado EV that was recently unveiled at the Consumer Electronics Show in Las Vegas. Propulsion...

Moving in the right direction – the next generation of Sat Nav

In this week’s episode of Autology, IHS Markit experts discuss navigation technology and the next generation of satellite navigation. We sit down with HERE Technologies to discuss the major trends related to location and how the future looks for embedded vs brought-in navigation. What is the role of the cloud, how important are Over-the Air (OTA) updates and what might the impact of 5G connectivity be on navigation technology? We also look into map development differences for electric an...

Steeling ourselves for supply chain shortages: Is electrical steel next?

The auto industry discussion of constraints around electric vehicle uptake often centers on the battery and its constituent raw materials. Meanwhile, the broader semiconductor shortage continues to have a damaging impact on vehicle production output of almost all manufacturers. Yet another, lesser known, supply chain crunch potentially looms around the availability of electrical steel for motors. In conjunction with industry thought leader and consultant xEL Mobility, this week’s IHS Mar...

An electric chemistry - NCM, LFP and the future of battery cathodes

In this week’s episode of Autology, IHS Markit experts discuss battery technology and the battery market. With a basic understanding of how NCM (nickel, manganese, cobalt) and LFP (lithium, iron phosphate) batteries work we dive deeper into the importance and implications of different cathode materials in battery technology. We also look into how these types of cathode materials are used in the downstream market and market leaders in LFP battery manufacturing. And finally, what might ...

podcast
M&A
20-Jan-2022

Acquisition of Wind River – an apt step for Aptiv?

In this week’s episode of Autology, IHS Markit experts discuss the acquisition of the software company Wind River by Aptiv. We will be delving into the details of the deal, why this acquisition took place, and what this means for the automotive software market. Tune in to find out the answers, and much more! Speakers: Dr Tawhid Khan, Software and research director at IHS Markit Richard Dixon, Research and Analysis associate director- Semiconductors and components We’d l...

CES 2022 - Final Recap

Autology brings the final, all-encompassing recap of the biggest automotive news from the 2022 Consumer Electronics Show in Las Vegas, Nevada. Two years removed from the last physical CES, we’ve covered all of the big announcements around the future of Mobility, what’s next in the tumultuous world of semiconductors, and new opportunities unfolding in the Connected Car. A rotating cast of experts from IHS Markit have cut through the noise and brought to you the key news and insights tha...

CES 2022 - Day 3

Autology brings daily recaps of the biggest automotive news from the 2022 Consumer Electronics Show in Las Vegas, Nevada throughout the week. Two years removed from the last physical CES, we’ll cover all of the big announcements around the future of Mobility, what’s next in the tumultuous world of semiconductors, and new opportunities unfolding in the Connected Car. A rotating cast of experts from IHS Markit will cut through the noise and bring you the key news and insights that will s...

CES 2022 - Day 2

Autology brings daily recaps of the biggest automotive news from the 2022 Consumer Electronics Show in Las Vegas, Nevada throughout the week. Two years removed from the last physical CES, we’ll cover all of the big announcements around the future of Mobility, what’s next in the tumultuous world of semiconductors, and new opportunities unfolding in the Connected Car. A rotating cast of experts from IHS Markit will cut through the noise and bring you the key news and insights that will s...

CES 2022 - Day 1

Autology will bring daily recaps of the biggest automotive news from the 2022 Consumer Electronics Show in Las Vegas, Nevada throughout the week. Two years removed from the last physical CES, we’ll cover all of the big announcements around the future of Mobility, what’s next in the tumultuous world of semiconductors, and new opportunities unfolding in the Connected Car. A rotating cast of experts from IHS Markit will cut through the noise and bring you the key news and insights that wi...

Swap shop: Our test of EV battery swapping technology

In this week’s episode of Autology, IHS Markit experts discuss the world of Battery swapping and how it impacts the electric vehicle market. With discussions around the pro’s and con’s of battery swapping when compared to vehicle charging, as well as a report of a firsthand experience from one of our own battery experts on the team. Tune in to find out the answers, and much more! Speakers: Han Gao, Emobillity Analyst at IHS Markit Amit Panday, E-mobility news corresp...

Cashing in the chips from coast to coast - Nvidia vs Qualcomm

Following Nvidia holding its GPU Technology Conference (GTC) in California and Qualcomm’s analyst day in New York in November, this week’s podcast will explore some of the most interesting news that transpired from those respective events. Beyond that, IHS Markit experts discuss the impact these developments are expected to have on the automotive industry, including how the two companies are projected to grow their share of the market. ...

A cunning Fox(conn)

In this week’s episode of Autology, IHS Markit experts discuss how Foxconn is building its automotive business with a strong focus on vertical integration in the EV manufacturing space. Taiwan-based Foxconn 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 development cycle for new EV products. Over the next five years, Foxconn could emerge as a compa...

Charging ahead - Emerging tech for chargeable cars

In this week’s episode of Autology, IHS Markit experts discuss how charging infrastructure is set to develop over the coming years. This includes whether there are sufficient charging points to support electric and plug-in vehicles worldwide, and–importantly–can power grids handle the demand? With new technologies such as bi-directionality coming to market, we also look into the benefits of vehicle-to-grid (V2G) capabilities for EV owners. Will it be worth their time discharging thei...

Will consumers be over the moon about over-the-air updates?

In this week’s episode of Autology, we discuss over-the-air (OTA) updates and what they actually mean for the consumer with our special guest Omkar Panse, vice-president at KPIT Technologies. This includes passenger-facing benefits such as improved maps and infotainment, as well as more practical maintenance updates that could result in an increased ownership period. However, OTA also brings the need for cybersecurity – tune in to find out what is being done to help stop your car from ...

Red, white and green – Biden’s American EV dream

Following this week’s passing of the United States USD1 trillion infrastructure bill, EV charging is set to benefit from around USD7.5 billion investment. IHS Markit analysts break down exactly how many chargers, and what types of chargers, this could translate into. Importantly, they also answer the question of whether the funding is sufficient for consumers’ need. This week’s podcast also investigates if the type of chargers expected to be installed are indeed the correct type of v...

Chip on their shoulder - The cars suffering from the chip shortage

With the current chip shortage in headlines, we continue our coverage and analysis of the impacts on the automotive industry in this week’s episode of Autology. Our experts discuss how pervasive the shortage is and what countermeasures automakers are putting in place in order to minimize its impact. As the shortage continues, and likely continues for the foreseeable future, tune in to find out more about what impacts the automotive industry may see and what a market recovery might look l...

From seats to software - Defining the premium vehicle

As carbuyers’ wants and needs shift to focus on software features over traditional hardware, IHS Markit experts explain how OEMs and suppliers alike are changing their business models to accommodate these new expectations. However, the evolution of the ‘software-defined vehicle’ does not necessarily mean that components such as seat materials are no longer relevant. On the contrary, as the industry develops fully autonomous vehicles, interior comfort will again come to the forefront. ...

London calling - Will low-emission zones be coming to your town too?

The City of London recently expanded its Ultra-Low Emission Zone on October 25, forcing those with non-compliant high-emissions vehicles to pay a daily fee of £12.50 to drive in the area. This is in addition to the daily Congestion Charge fee. IHS Markit experts explain what vehicles are subject to the charges and discuss whether schemes such as the above are forcing owners to purchase newer and greener vehicles. They also reveal the cost of the alternative: retrofitting your vehicle with...

An Ultra upgrade – How does GM’s new Ultra Cruise stack up?

General Motors recently released its new hands-free driving system, Ultra Cruise – an upgrade from its Super Cruise predecessor. IHS Markit experts discuss its ADAS capabilities and how it compares to its rivals, most notably Tesla’s automated ‘full self-driving’ technology, as well as L2+ systems already on the market in China. Tune in to this week’s episode to find out if GM has now positioned itself as a leader in this area, and what it also has in store in the near futu...

A byte of the Apple (Car) - Is Project Titan set to rule the autos world?

While Apple is yet to confirm or deny exploring vehicle development under the codename Project Titan, also referred as Chromium, a vast array of automotive stakeholders and commentators have been inquisitive of what may materialize from the so-called ‘Apple Car’. Due to the secrecy around its venture into automotive, a lot remains unknown or unconfirmed about the project from the manufacturing location(s), potential partners, and projected volume. But IHS Markit’s expert analysts att...

Staying cool - How much driving range will the A/C drain on my EV?

It’s no secret that we expect certain freedoms from our automobiles. The ability to drive long distances and complete journeys in comfort, regardless of the weather outside, is a key prerequisite. We know that the climate control systems of battery electric vehicles do indeed affect the driving range – but just how much of an impact is it? And in a world that is beginning to wage a war against climate change, how is the cabin comfort of BEVs being optimized without being detrimental to ou...

The sound of music – The best and upcoming in-vehicle audio tech

Does branded audio necessarily mean premium audio? This week on Autology, IHS Markit experts discuss what defines a good sound system and how the trend of branded audio from the likes of Beats and Bose is set to grow as car buyers look more towards an ‘improved’ in-vehicle experience. The episode also reveals what upcoming audio technologies the industry is developing, such as incorporating microphones for “Conversation Enhancement” and even speakerless sound systems installed into...

podcast
M&A
08-Oct-2021

Qualcomm has 'Arrivered' - The potential of the Veoneer takeover

This week, Qualcomm and investment firm SSW Partners acquired ADAS (advanced driver-assistance systems)-focused supplier Veoneer for USD4.5 billion. The move terminated Magna’s prior takeover agreement with the company. The deal also saw the sale of Veoneer’s Arriver autonomy software business to Qualcomm. IHS Markit experts discuss how the industry likely received the news, as well as evaluate Qualcomm’s potential now that it will incorporate Arriver’s Computer Vision, Drive Polic...

Chain reaction – Is e-mobility threatening auto suppliers?

This week’s episode explores how the move towards a greener society is negatively impacting the automotive industry – in particular, for the companies who manufacture and supply car parts. As the European Commission rolls out its Green Deal – a plan to reduce greenhouse gas emissions by 55% by 2030 compared to levels in 1990 – OEMs are being forced down the fully electric vehicle narrative. While the environment will benefit, the automotive supply chain is shrinking as carmakers ma...

What is an e-axle and why is it so crucial for EVs?

Tune into this week’s Autology podcast to find out how electric vehicles (EVs) are powered and how their underpinnings will develop in the years to come. IHS Markit’s e-mobility director Graham Evans teams up with American Axle & Manufacturing (AAM)’s head of electrification business Tony Pistagnesi in an explain-all about e-axles. Find out how the Tier-1 supplier is also planning to create more highly efficient, power dense and compact infrastructure, and also why AAM believes e...

IAA Mobility 2021 round-up

Welcome back from the summer break! We’re back with a bang with a round-up of the technology highlights from IAA Mobility 2021 (September 7-12) in Munich, Germany. Despite a backdrop of climate activist protests outside the show, there was a heavy focus on environmentally friendly automotive developments. This includes numerous concept vehicles and components showcasing sustainable and recyclable materials as well as electrification. The move towards autonomy...

The battery market - On a cellular level

Following a series of developments in the battery industry in recent weeks, IHS Markit deep dives into the impact and significance they are expected to have. These include Nissan and Envision AESC’s plan to build the UK’s first gigafactory adjacent to the OEM’s Sunderland plant, where it will also manufacture a new electric vehicle. Our experts discuss the importance this has on the British automotive industry, as well as whether or not there is scope to then export ...

In case you missed it – The best bits so far

This week we are giving you an opportunity to catch up on the key soundbites pulled from every Autology episode so far. From Formula E to R&D, tune in to recap the latest automotive technology news and megatrends. We’d love to hear your thoughts on this episode at our autology@ihsmarkit.com email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don’t forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autolog...

podcast
Investments
21-Jul-2021

Money on the move - R&D budgets of the future

Automotive research and development (R&D) is at a pivotal moment as we enter a new age of vehicles, with electrification, autonomy and connectivity all driving technological advancements. With this in mind, how are industry stakeholders shifting their R&D budgets? IHS Markit’s Research Director and software expert Dr. Tawhid Khan explains how and why OEMs and suppliers by region have differing priorities when it comes to their R&D spend. And with the growth of software, how ...

How long does it actually take for an EV to charge?

As EVs sales continue to grow, the question remains if global charging infrastructure and technology is adequate for consumers. For those who may be still wary of purchasing fully electric vehicles over traditionally fueled cars, a key factor to consider is how long will EVs take to charge? Will it be longer than filling up at a gas station, and will it be more often? IHS Markit’s e-mobility experts answer all the practical questions needed to make an EV purchasing decision, and also dis...

The blueprint - How 3D printing will be used in cars

As OEMs increasingly explore three-dimensional printing for vehicle components, IHS Markit experts ask whether or not the technology is likely to go mainstream. The technology is particularly on a growth trend as a result of the move towards electrified vehicles, as the weight from batteries needs to be countered by lightweighting techniques in other areas of the car. And if 3D printing does indeed become economically viable for OEMs, does that put some suppliers at risk as parts become in...

Robot wars - Why Android is beating the competition

With connectivity playing a pivotal role in new car experiences, IHS Markit looks at the major player set to dominate the infotainment market—Android. Google has a full suite of offerings under its automotive ecosystem with Android Automotive OS supporting Google Automotive Services (GAS), Generic Android core system that OEMs can build upon, the widely popular projection platform Android Auto, as well as Google Cloud. It has already secured business from the likes of Ford, Renault-Nissan-M...

Chips ahoy! Making up the chip shortfall

This year has seen the automotive industry come to a halt—with various OEMs pausing their vehicle production all over the world—due to a small but vital missing piece: chips. While the shortage may seemingly be backfilled for now, IHS Markit experts reveal why this supply-demand issue is yet to cause some further disruption. Find out how and when the global chip famine will recover in this week’s episode of Autology, including who the major stakeholders will be in produc...

5G on wheels - Revolution or evolution?

In this week’s episode of Autology, we discuss 5G’s impact on the IoT ecosystem and specifically on the automotive industry, including the transition away from 4G LTE, the first applications to deploy it, and the implications that will result. Infrastructure investments are bearing fruit by way of rapidly available 5G connections to our smart devices. These same developments are already seeing application in healthcare, manufacturing, and even automotive. Automotive services like virtu...

"Hey Siri, ask Alexa to turn on my fog lights"

As smart voice systems transform our interactions in the car just as rapidly as they are in the home, we dive into the world of virtual personal assistants (VPAs) in this week’s episode of Autology. Our experts discuss how simple voice commands such as: “Navigate me to the shopping center” are evolving to: “Navigate me to the shopping center, reserve a parking space and order a venti caramel Frappuccino to pick up on the way!”. The topic of voice integration naturally leads ...

Why driverless cars will never roam Roman roads

In this week’s episode of Autology, we discuss how and when autonomous vehicles will penetrate markets, understanding things such as technical, regional and consumer acceptance challenges. Vehicle-to-everything (V2X) has gained momentum over the years and OEMs are keen to upgrade cars with more advanced safety features. Ubiquitous connectivity is expected to accelerate the roll out of autonomous vehicles, which will play an integral part of future smart cities. In order to get there, aut...

Formula E - Fast tracking the car tech of tomorrow

In the debut episode of the new Autology podcasts, we discuss how Formula E is driving technology for EVs on the road, including how OEMs-come-race-teams like Nissan and Jaguar Land Rover are applying their learnings in energy regeneration systems to their production vehicles. The sport has come a long way since the drivers were forced to change vehicles mid-race due to limited battery range, with the upcoming third generation Formula E race car including a fast-charging 350kW battery. How...

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