S&P Global Mobility’s fifth Rapid Response of 2026 discusses our latest forecast assumptions related to the Middle East conflict. At time of writing, the May 2026 light-vehicle production forecast is in development. On our typical schedule, there is no sales forecast for May, though we are providing a top-line interim forecast with the latest assumptions. The figures here are subject to change. The final forecast adjustments may vary and are subject to normal monthly forecast adjustments w...

The S&P Global Mobility SDV Ecosystem Report 2025 provides a comprehensive, end‑to‑end view of the global automotive software supply chain. The report is built around the S&P Global Mobility SDV Ecosystem Forecast that provides a complete mapping of the automotive software stack—from Cloud to Hypervisor—across all OEMs, brands, and nameplates. It reveals in‑house vs. outsourced development, supplier market share, and evolving OEM strategies tied to electrification, autonomy, and next...

As automotive DRAM demand accelerates with the rise of software-defined vehicles, AI cockpits, and advanced ADAS, supply constraints are emerging as the next major industry risk. This report examines the origins of the shortage, the industry’s exposure, and why there is no clear or near-term resolution in sight.