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    2026 Automotive Supplier Outlook
    In the wake of another tumultuous year for the global automotive industry, this report provides unfiltered insights directly from the front lines. S&P Global Mobility’s Matthew Beecham engaged with 59 senior executives from across the automotive supply chain to capture their experiences and strategies. Now in its third year, this comprehensive end-of-year analysis outlines the operational and strategic challenges suppliers faced in 2025 and how they are preparing for 2026. The suppliers...
    2026 Automotive Analyst Outlook
    S&P Global Mobility’s 2026 Automotive Analyst Outlook presents a comprehensive collection of insights, reflections and forward-looking perspectives from our team of analysts. Drawing on a year marked by volatility, innovation and adaptation, our experts examine how the global automotive industry navigated the challenges and opportunities of 2025 — from supply chain disruptions and regulatory shifts to the evolving landscape of electrification, connectivity and consumer preferences. Throu...
    Automotive industry faces looming supply shock as DRAM makers pivot to AI-centric HBM
    The automotive industry faces renewed turbulence as the Nexperia chip shortage disrupts supply chains already strained since the 2021–2022 crisis. While the industry is only now closing out the latest shortage episode linked to Nexperia components, a more disruptive challenge is emerging: a potential shortage of automotive DRAM chips beginning in the first quarter of 2026. Suppliers are increasingly reallocating wafer capacity toward high bandwidth memory (HBM) for AI data centers, where profi...
    The quest for organizational SDV readiness—EV startups calling the shots?
    As stakeholders across the mobility and industrial ecosystem rewire to become software-enabled enterprises, the concept of software-defined vehicles or SDVs and its readiness has gained much attention. SDV readiness is required both at the vehicle as well as the organizational level. Software-Defined Vehicle (SDV) readiness is an organization’s ability to design, build, deploy, update, and monetize software-centric vehicle platforms in a scalable, safe, secure, and continuous manner. SDV re...
    A conversation with Cerence AI at CES
    Conversational artificial intelligence is rapidly reshaping the in-car experience, transforming vehicle systems into intelligent, voice-driven companions. Today’s platforms combine advanced speech recognition with generative AI to enable seamless, hands-free control of navigation, entertainment, climate and more. What was once limited to simple commands has evolved into multi-step dialogue, proactive suggestions and interactions that blend voice, visuals and contextual cues. The industry ha...
    Rear-wheel steering: Reviving a niche technology for the autonomous and electric future
    The rear-wheel-steering (RWS) system, also known as four-wheel steering, has been used in vehicles for over 50 years but has yet to achieve widespread adoption. The system relies on electronics, such as actuators, sensors and control systems, to perform steering functions, offering enhanced vehicle stability and maneuverability by allowing the rear wheels to turn either in the same direction as or opposite to the front wheels. At low speeds, typically below 30 to 40 miles per hour (mph), the ...
    Driving the future: NVIDIA’s vision for AI in automotive
    NVIDIA is redefining the trajectory of automotive technology, with a vision for AI that extends far beyond the traditional concept of AI-defined vehicles. In a recent interview with S&P Global Mobility, NVIDIA shared insights on the evolution and integration of generative AI, agentic AI and physical AI within the mobility sector. This multilayered approach starts with GenAI, which creates realistic scenarios for autonomous vehicle (AV) training, and advances to agentic AI — capable of auto...
    Automotive suppliers sustain margins amid slower growth in 2025
    Automotive component suppliers demonstrated resilience during the first nine months of 2025 (January–September), navigating a period of moderating top-line growth while effectively enhancing profitability, compared to the strong performance in the corresponding period of 2024. While overall revenue growth decelerated from the double-digit pace observed earlier, the industry managed to expand its collective operating margins, reflecting a strong focus on operational efficiencies and cost manage...
    The global rise of autonomous trucks and last-mile delivery 
    For years, robo-taxis absorbed most of the spotlight in the autonomous-vehicle world. But if you look closely at where automation is scaling fastest and where commercial partnerships are forming, where regulators are paying attention, and where the economics are already tilting, the story is shifting. The autonomous trucks market is accelerating significantly, on the highways where autonomous 18-wheelers are beginning to run driverless, and on the sidewalks and industrial yards and ports where d...
    The steel deal: lightweighting the future of EVs
    This analysis summarizes insights from an Autology podcast hosted by Matthew Beecham exploring the evolving role of advanced high-strength steels (AHSS) in the automotive industry. Joining him are Mengyin Tao, Principal Research Analyst for Materials at S&P Global Mobility, and Ingo Olschewski, Director of WorldAutoSteel, representing a coalition of leading steel producers. Their discussion centers on how AHSS is shaping the future of vehicle design, safety, efficiency and sustainability. ...
    Interior Insight: VW Tayron
    Filling the long-standing gap between the Tiguan and Touareg, the Volkswagen (VW) Tayron arrives not as a stretched derivative — as the Tiguan Allspace once was — but as a purpose-built, full-size crossover with a more upmarket feel. That matters because customers now expect seven-seat sport utility vehicles in this class to be bespoke designs with interiors that convey substance and refinement. Measured on those terms, the Tayron’s cabin is one of the clearest areas where VW’s new appro...
    Adapting to change: The future of automotive interior trim suppliers amidst challenges
    In late November, Forvia confirmed that it is conducting a comprehensive strategic review of its portfolio but did not specify the assets involved in the current evaluation process. Some media reports claimed, citing people familiar with the development, that the French supplier is considering selling part of its Interior division business. Forvia operates its diverse business across six divisions: Seating, Interior, Clean Mobility, Electronics, Lighting, and Life Cycle Solutions. The last tw...
    Driving comfort: The transformation of India's automotive seating landscape
    India has emerged as the fourth-largest single market for complete seats after mainland China, the US and Japan. In 2024, automotive suppliers produced over 17.3 million complete seats for 5.6 million light vehicles produced in the country. S&P Global Mobility analysts expect the supply of complete seats to grow to 24.3 million units in 2031, in line with the growth in light-vehicle production volume, which to expected to reach nearly 8 million units. In addition to vo...
    Insights on robo-taxi technology and collaboration — Interview with Horizon Robotics
    The rise of robo-taxis marks a clear shift in the mobility sector, with the industry favoring a gradual, step-by-step approach to autonomy. This method allows for real-world testing of advanced capabilities, making robo-taxis a practical extension of existing automotive technology. Collaboration across the robo-taxi ecosystem is essential. Partnerships with technology providers, operators and regulators help build the platforms needed to improve efficiency and support future growth. At the sa...
    Interior Insight: Honda Civic Type R
    The latest-generation Honda Civic Type R arrives as both a celebration and a farewell. With production expected to end in 2026, it stands as one of the final purely petrol-powered, manual-transmission hot hatchbacks in a landscape rapidly shifting toward dual-clutch gearboxes, electrification and all-wheel-drive (AWD) mega-hatches. At first glance, the new Civic Type R strikes a more mature tone than the flamboyant model it replaces. The swollen wheel arches, functional vents and deep front s...
    “Our first products in cars will be in speakers and accessory motors, followed by EV drivetrains” - Jonathan Rowntree, CEO, Niron Magnetics
    Niron Magnetics, an emerging company with strong backing from the US government, has garnered a lot of attention over the last few years, thanks to the in-house developed iron nitride-based magnets, which can potentially replace the rare earth-based magnets. Several leading automakers and drivetrain suppliers are working together with Niron, strategically integrating its innovative technology into their core products to achieve sustainable, rare-earth-free solutions. In this interview, Rownt...
    The push to eliminate rare earth elements from EV motor supply chains
    Amid shifting global trade dynamics, automakers are being forced to rethink supply chains for critical electric vehicle (EV) components. EV motors—long dependent on rare earth elements (REEs)—are now a strategic pressure point. Recent export restrictions from mainland China, which currently dominates the mining and refining of rare earth elements, combined with geopolitical uncertainty, have transformed automakers' dependence on REEs into a significant strategic vulnerability. Rare earth ...
    Interior Insight: Nissan Ariya
    The Nissan Ariya enters a crowded field of midsized electric crossovers, and on paper, it doesn’t promise anything especially radical. Efficiency is average, the charging speeds are merely competitive and the opinions on exterior design are divided. Yet step inside and the car’s priorities become clear. This review continues our series exploring in-car technology and materials. Minimalist cabin design The Ariya’s cabin does not reinvent the electric vehicle interior, but it does app...
    Beyond headlights: The evolution of front lighting in modern vehicles
    Over the years, front lighting has evolved into a crucial design tool for vehicle manufacturers, enhancing the aesthetic appeal of vehicles without compromising their essential role in ensuring safer driving. While automakers are required to equip their vehicles with mandatory headlights and auxiliary lights — such as turn indicators, position lights, and, in certain markets, daytime running lights (DRLs) — they have a variety of options to create unique, model-specific light signatures. The...
    Navigating the software-defined vehicle landscape with BMW, Valeo Brain and KPIT
    This analysis summarizes insights from an Autology podcast featuring Joachim Mathes, CTO of Valeo Brain; Venkatraman V, senior practice director at KPIT; and Christoph Grote, senior vice president of Electronics and Software at BMW Group, hosted by Jeremie Bouchaud, director of Autonomy, E/E & Semiconductor, SDV at S&P Global Mobility. The discussion focuses on the transformative potential of SDVs in the automotive industry, emphasizing the integration of sophisticated software capabilit...
    The mobility makeover: NVIDIA, AI and the changing face of the car
    This analysis summarizes insights from an Autology podcast hosted by Phil Amsrud, Senior Principal Analyst at S&P Global Mobility, featuring Ali Kani, vice president of automotive at NVIDIA. The discussion centers on advancements in automotive technology and the emergence of automated driving control (ADC) solutions, marking a potential shift toward the software-defined vehicle (SDV) era. Kani shares exclusive insights on NVIDIA's role in shaping the future of mobility through strategic part...
    Navigating Mobility with Qualcomm
    This analysis summarizes insights from an Autology podcast hosted by Phil Amsrud, Senior Principal Analyst at S&P Global Mobility, featuring Nakul Duggal, group general manager of Automotive and Industrial IoT at Qualcomm Technologies Inc. The episode discusses advancements in automotive technology, particularly developments showcased at the 2025 IAA Mobility show, including progress in hardware and software, end-to-end solutions, and Qualcomm's road map for system-on-chip hardware aimed at ...
    Interior Insight – VW Tiguan
    In a world where SUVs dominate every car park, few names are as familiar as the Volkswagen Tiguan. Volkswagen has introduced the third generation, a car that carefully updates the formula rather than rewriting it. Bigger, cleaner and more digital than before, the latest Tiguan promises to deliver what its predecessors did best: space, comfort, and quiet competence. On paper, it succeeds. But in a class now filled with sharper, more distinctive rivals, the question remains whether the Tiguan’s ...
    Connected digital services becoming an increasingly important slice in automakers’ revenue pie
    Traditional automotive OEMs are effectively shifting focus from simply manufacturing and selling vehicles to selling upgradeable platforms and generating recurring revenue streams, such as connected-car services subscriptions and software-as-a-service (SaaS) and mobility-as-a-service (MaaS) use cases. As vehicles are getting increasingly software-defined, continuous universal connectivity enables them to communicate with their environment, collect data in real time, and send it to the cloud. ...
    Mobileye's insights on robo-taxi go-to-market strategy
    Mobileye, a global leader in advanced driver assistance systems and autonomous driving technology, is planning to expand its commercial robo-taxi operations into key international markets. The company is conducting tests and deployments in cities including Los Angeles and Munich, with plans to enter other major mobility markets globally. This expansion is being pursued in close alignment through vehicle platform collaborations, regional regulatory frameworks and market conditions. For further...
    “India is not an easy market, if we would be able to compete here, we can compete anywhere” – Philipp Senoner, co-founder and CEO, Alpitronic
    In this exclusive interview, Senoner, who is also on the board of ChargeUP Europe — a lobby body of EV charger suppliers and charge-point operators (CPOs), spoke about a wide range of topics, including Alpitronic’s journey and growth so far, global expansion and plans for India, as well as his perspective on the volatile policy environment. The following are edited excerpts of the conversation. S&P Global Mobility: Please tell us how Alpitronic was founded. How did your expertise in p...
    The future of lidar in autonomous mobility — interview with RoboSense
    Light detection and ranging (lidar) technology is quickly redefining what is possible in autonomous driving and robotics, offering a powerful new way to map the world. By sending out laser pulses and measuring how long they take to bounce back, lidar builds high-resolution, 3D models of its surroundings — vital data that helps vehicles and robots see, understand and move through the world safely. In recent years, the technology has made huge strides. The development of proprietary lidar chi...
    Investments in EV charging infrastructure under pressure as EV adoption slows
    The electric vehicle charging infrastructure market is undergoing a transformative phase, driven by the adoption of EVs worldwide. However, the slowdown in EV sales has had a noticeable impact on investments in EV charging infrastructure. As demand growth moderates, investors and developers are exercising increased caution, leading to a reassessment of expansion timelines and funding allocations. Slower EV adoption has delayed expansion plans for many charging networks, shifting the focus fro...
    Strategic shift: Impact of exclusion from mainland China’s 15th Five-Year Plan on the EV industry
    Mainland China’s electric vehicle industry has experienced remarkable growth over the past decade, backed by aggressive government policies supporting new-energy vehicles (NEVs), including battery-electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs) and fuel cell vehicles (FCVs). However, in the past two years, mainland China’s policy approach has evolved due to emerging challenges, such as oversupply, fierce domestic competition and a maturing market. Mainland China has dro...
    Qualcomm's insights on the future of ADAS and cockpits
    The automotive landscape is changing, influenced by technological advancements, and shifting consumer preferences across different regions. In the cockpit market, mainland China is focusing on rapid innovation and AI integration to improve in-vehicle experiences. European consumers prioritize safety, convenience and sustainability, while US consumers emphasize entertainment and personalization along with safety. These regional differences lead original equipment manufacturers to adapt their c...
    Interior insight: Honda Civic
    In an era where automotive interiors increasingly double as digital showcases, the Honda Civic takes a more measured path. This restrained yet functional approach signals Honda’s continued commitment to usability, durability and real-world practicality over tech theatrics. Now in its 11th generation, it remains a benchmark in the compact hatchback segment — not through revolution, but through refinement. With hybrid drivetrains now mainstream and user expectations escalating, its cabin is...
    The Battery Show North America 2025: Driving the future of battery and EV innovation
    The Battery Show North America 2025, which was held in Detroit in early October, turned out to be an essential platform to witness innovative solutions and advancements in battery manufacturing, electric vehicle powertrains and thermal solutions, and energy storage technologies. Along with a focus on cell technology, the focus at the Battery Show North America was also around the peripheral technologies, including battery manufacturing solutions, advanced material battery components and thermal ...
    How VW leverages next-generation software stacks to converge group platforms and E/E architecture
    The Volkswagen group is going hard on software, which is now considered a core competency for the German automaker. The company is shifting from hardware-first development to “vehicle development starting from software”—meaning that the software stack drives hardware architecture, features and lifecycle of vehicles. The company places strong emphasis on in-house software development and governance—increasing the share of software developed internally to strengthen IP, reduce supplier rel...
    How Trump’s recently passed budget bill will impact US’ EV battery supply chain
    On July 4, US President Donald Trump signed a new federal budget, also called the One Big Beautiful Bill Act, into law. Key priorities include cutting government spending to address the increasing national debt and lowering energy costs through significantly enhancing domestic oil production. The recently passed bill signals a policy shift that claims to support domestic electric vehicle production and battery supply chains but introduces uncertainty around how these goals will be achieved. T...
    Interior Insight: Honda ZR-V
    Honda ZR-V enters the crowded sport utility vehicle (SUV) market with a hybrid-only powertrain, Civic-based architecture and a clear emphasis on agile handling over sheer practicality. Sitting between the HR-V and CR-V, it targets buyers looking for premium touches without crossing into luxury-brand territory. This review continues our series exploring in-car tech and materials. Materials and finish Honda has made a perceptible quality uplift compared to previous models and even the Civic ...
    Is the automotive industry facing another chip crisis? Nexperia's control shift raises questions
    On Oct. 13, the Dutch government took control of Nexperia, a semiconductor manufacturer owned by mainland China's Wingtech.. This intervention aims to safeguard critical technological capabilities in the Netherlands and Europe, as approximately 80% of Nexperia's production capacity is based in mainland China, raising alarms about potential supply chain disruptions in the automotive industry. Who is exposed? While German original equipment manufacturers have been the first to raise the alar...
    Momenta's insights on ADAS and robo-taxi development
    The evolution of intelligent driving technology is entering a pivotal stage, marked by the large-scale deployment of high-level advanced driver assistance systems (Level 2++) and the engineering maturation of Level 4 autonomous driving. Rather than viewing assisted and autonomous driving as separate tracks, Momenta sees them as two stages of the same technological continuum — connected by data, software architecture and safety validation frameworks. Momenta’s approach embodies this transi...
    Are automotive software companies embracing regionalized development strategies?
    The SDV market is laying the groundwork for vehicles that are not only smarter but more responsive to the demands of today’s consumers. However, this shift is not just about keeping pace with consumer demands, it is also about fundamentally changing how automakers approach vehicle design and functionality, and consequently, their software strategies. SDVs are also rewriting the rules for how automakers and suppliers work together. The old original equipment manufacturer (OEM)-supplier model...
    Key trends in software-defined vehicles: Insights from Neusoft
    Software-defined vehicles (SDVs) are reshaping the automotive industry, marking a shift where software — not hardware — is at the core of vehicle innovation. Unlike traditional vehicles that depend largely on mechanical and electrical components, SDVs integrate sophisticated software platforms to deliver advanced capabilities such as intelligent cockpits, advanced driver assistance systems and seamless connectivity. This evolution is largely driven by consumer demand for safer, smarter and m...
    Beyond rare earths: Pioneering alternate e-motor solutions amid mainland China's rare earth export challenges
    On Oct. 9, 2025, China's Ministry of Commerce announced an expansion of export restrictions on seven rare earth materials and their associated technologies, which are crucial for permanent magnets and AI accelerators. This update includes the addition of five rare-earth metals — holmium, erbium, thulium, europium and ytterbium — to the previously restricted list of samarium, gadolinium, terbium, dysprosium, lutetium, scandium and yttrium. Additionally, restrictions on the export of specializ...
    Pony AI's vision for robo-taxis
    Robo-taxis are emerging as a significant innovation in the transportation sector, particularly in mainland China, where the technology is being actively developed and deployed. In major cities, such as Beijing, Guangzhou, Shanghai and Shenzhen, companies such as Pony AI has received licenses for fully driverless operations, allowing them to provide commercial ride-hailing services. As of the end of June 2025, Pony AI reported more than 380,000 registered users on its PonyPilot app, with their ve...
    Hydrogen mobility: A rougher road than anticipated
    Once heralded as a promising alternative to battery-electric vehicles (BEVs), hydrogen-powered mobility now finds itself at a crossroads, grappling with infrastructural bottlenecks, economic impracticalities, and a highly niche market, especially in the light vehicle segment. General Motors’(GM) recent announcement  to discontinue hydrogen fuel cell development, along with Stellantis’ recent decision to shelve its hydrogen fuel cell program and the liquidation of HYVIA - a joint venture...
    Dutch move on Nexperia triggers nervousness among auto suppliers and OEMs
    On Monday, Oct. 13, the Dutch government took a decisive step to assume control of Nexperia, the Nijmegen-based semiconductor manufacturer owned by mainland China’s Wingtech. Officials described the intervention as “highly exceptional,” citing governance shortcomings, national security risks and the need to safeguard critical technological capabilities for the Netherlands and Europe. Nexperia, headquartered in Nijmegen, the Netherlands, has been owned by Wingtech since 2018. Wingtech is...
    Front center airbag: A critical addition to ensure occupant safety in vehicles
    Over the years, automakers have increased the number of airbags offered in vehicles to improve occupant safety. Apart from driver and front seat passenger airbags — also called dual airbags and offered in most vehicles — automakers equip new vehicles with side airbags, curtain airbags, knee airbags, front center airbags, and front seat cushion airbags. Each airbag offered in a vehicle is designed to play a critical role in protecting occupants during a crash. For example, while ...
    “Our EV charger financing program aims to preserve cash flow for businesses”: XCharge North America
      Traditionally, financing EV charging equipment has been difficult and an entry barrier for small businesses. XCharge plans to address this with its new financing program. XCharge’s leasing program aims to significantly cut the upfront installation costs of a DC charger, thereby helping to preserve much-needed cash flows for businesses. Sustained subsidies can often hurt, not help, businesses in the mid-to-long term. Tariffs applied on a product hurt everyone in the supply ch...
    Mainland Chinese automakers’ tie-ups with Huawei to speed up smart EV launches
    Mainland China’s state-run automakers have pinned hopes on their partnerships with Huawei to gain a solid foothold in the country’s highly competitive electric vehicle (EV) market. Under Huawei-backed Harmony Intelligent Mobility Alliance (HIMA), mainland Chinese automakers have introduced a diverse range of EVs featuring Huawei’s smart vehicle technologies over the past three years. In late September, SAIC became the fifth automaker to join the auto alliance, following the footsteps of Se...
    A new tug of war for semiconductors: data centers vs. automakers
    The automotive semiconductor market has been navigating a period of unusual volatility. On one side, near-term demand pressures are easing. The slowdown in electric vehicle adoption is reducing average chip content per vehicle, since EVs typically contain significantly more semiconductors than internal combustion models. Tariffs are further dampening global vehicle demand. S&P Global Mobility estimates suggest up to 0.6 million fewer vehicles will be produced in 2026 because of trade barrier...
    Reducing emissions from battery production will be key to true EV sustainability
    Electric vehicles are considered more environmentally friendly than internal combustion engine (ICE) vehicles due to their zero tailpipe emissions. However, new environmental, social and governance (ESG) standards are evaluating the sustainability of the entire value chain, not just the operational life of the product, and questioning how eco-friendly EVs really are. At the center of this discourse is the lithium-ion (Li-ion) battery, the most critical component that powers the vehicle. The c...
    Wider penetration of silicon anode technology in light vehicles will likely accelerate over the next 3 to 7 years: Rick Luebbe, CEO, Group14
    Among the several advanced battery technologies that are under development, Silicon anode technology is keenly followed. Silicon anodes could substantially increase battery energy density and charging speed compared to traditional graphite anodes, making them vital for next-generation electric vehicles. S&P Global Mobility spoke with Rick Luebbe, CEO and co-founder of Group14 Technologies, a fast-emerging company in this space, to understand more about the technology, its prospects and chall...
    IAA Mobility 2025: Transformative EV battery and charging advances take center stage
    IAA Mobility 2025 in Munich was a pivotal event underscoring the electric mobility revolution, with industry leaders unveiling cutting-edge battery innovations and transformative charging technologies. The event provided a comprehensive outlook on how battery and charging technologies are advancing and shaping the future of electric vehicles and sustainable transportation. The battery technology exhibits at IAA Mobility 2025 focused heavily on next-generation solid-state battery solutions, en...
    Battery with our anode chemistry can deliver up to 4,000 cycles at 100% depth of discharge: Ramesh Narasimhan, EVP and Chief Commercial Officer, Nyobolt
    S&P Global Mobility: Please tell us about Nyobolt and how it came into being from a university campus? Ramesh Narasimhan: Nyobolt has two co-founders — Claire Grey, who is a known scientist in the material science area, she's a Dame, and Sai Shivareddy, who has a PhD from the University of Cambridge. They came across this exciting opportunity in the material science domain, and set up this startup, which was spun off from the University of Cambridge. The university too, was involved in ...
    IAA Mobility 2025: Key autonomy trends and announcements
    IAA Mobility 2025, held in Munich, Germany, from September 9 to 14, 2025, brought together global automakers, semiconductor leaders, tech innovators and mobility service providers under the theme “It’s All About Mobility.” The event marked a shift from being a traditional auto show to a comprehensive mobility and technology platform, showcasing over 350 world premieres from more than 750 exhibitors across 37 countries, with a strong focus on electrification, software-defined vehicles, semi...
    IAA Mobility 2025: Key propulsion trends and technologies
    Propulsion system/solution suppliers showcased varied solutions related to electrification, hybrid powertrains, alternative fuels and many more. Major suppliers such as BorgWarner, ZF, Schaeffler, Magna, Mahle and others were present at the event. Propulsion-related solutions at IAA Mobility 2025 BorgWarner presented innovations aimed at enhancing EV range and flexibility while minimizing emissions. Key highlights include a range extender module that pairs with an internal combustion engin...
    IAA Mobility 2025: Key E/E and semiconductor trends and announcements
    IAA Mobility 2025, held in Munich from Sept. 9-14, brought together global automakers, semiconductor leaders, tech innovators and mobility service providers under the theme “It’s All About Mobility.” The event marked a transition from a traditional auto show to a comprehensive mobility and technology platform, showcasing over 350 world premieres from more than 750 exhibitors across 37 countries. This evolution highlighted a strong focus on electrification, software-defined vehicles, semico...
    IAA Mobility 2025: Key vehicle human-machine interface (HMI) trends
    The automotive industry is seeing a paradigm shift where software is the defining factor for innovation and user experience. At the recently concluded biennial event IAA Mobility 2025 in Munich (Germany), there was an unmistakable focus on blending the driver’s physical and digital worlds as industry stakeholders converged to showcase technologies and innovations to enhance the entire mobility journey, making vehicles more integrated into the broader digital ecosystem. Multimodal inter...
    From incubator to industry player: Interview with ZYT
    ZYT began as a promising incubator project within DJI, the Shenzhen-based drone giant, with a focused mission: To explore innovations in automotive technology. However, as DJI reevaluated its strategic priorities, the trajectory of ZYT shifted. Backed by a wave of investments from major original equipment manufacturers, ZYT officially spun off to operate as an independent subsidiary — positioning itself for greater autonomy and strategic growth. The separation marked more than just a change...
    The rise of robo-taxis in global markets: Interview with WeRide
    The robo-taxi sector is gaining momentum as Chinese autonomous vehicle companies prepare to deploy their technologies globally, bolstered by growing consumer acceptance and supportive governments. Recent advancements in AI and machine learning are improving the capabilities of autonomous vehicles. WeRide is using technologies such as closed-loop and large-scale simulation engines to enhance fleet performance and safety. Regulatory support is also evolving, particularly in the Middle East a...
    Hesai expands China’s autonomy and lidar technology into Europe – Insights from interview at 2025 IAA Mobility
    Chinese autonomy technology suppliers are increasingly expanding beyond domestic markets, delivering components and systems to international players. At the 2025 IAA Mobility show in Munich, Owen Chen, senior principal analyst at S&P Global, sat down with David Li, CEO of Hesai Technology, to discuss the evolution of autonomy, the distinctive role of Chinese suppliers in the global market, and Hesai’s strategic approach to Europe and other international markets. Their conversation highligh...
    Rethinking electric motors – Interview with Advanced Electric Machines
    As the global automotive industry accelerates its transition to electrification, concerns around the sustainability and security of electric motor supply chains are becoming increasingly urgent. One major point of focus is the use of rare earth elements — materials that are essential to traditional electric motors but are associated with environmental degradation, limited recyclability and geopolitical supply chain risks. In response, companies like Advanced Electric Machines (AEM) are develop...
    Understanding the rise of software-defined vehicles – Interview with KPIT Technologies
    Software-defined vehicles (SDVs) are reshaping the automotive landscape, marking a significant departure from traditional vehicle design and functionality. This transformation is fueled by a growing demand for enhanced connectivity, automation and user-centric features. As cars increasingly rely on software to operate, capabilities such as autonomous driving, advanced infotainment systems and vehicle-to-everything (V2X) communication are becoming standard. The SDV ecosystem is structured arou...
    From tailpipe to brake: The new frontier in emission control
    Over the past 30 years, automakers in the European Union region have succeeded in reducing the emissions of harmful pollutants such as carbon monoxide (CO), nitrogen oxide (NOX), and particulate matter (PM) from new vehicles, thanks to increasingly stringent emission standards implemented by the European Commission. According to the European Automobile Manufacturers Association (ACEA), vehicular emissions have decreased by 90% between the Euro 1 and Euro 6 emission standards. As emissions from v...
    Why legacy OEMs lean on mainland Chinese ADAS startups?
    The global automotive industry is witnessing a strategic shift as established car manufacturers, or legacy original equipment manufacturers, are increasingly turning to Chinese tech startups to gain a competitive edge. Once seen as a market to be conquered, China is now a source of innovation, particularly in the critical area of advanced driver assistance systems. Instead of traditional joint ventures for market access, these new partnerships are focused on co-development to gain speed and loca...
    SDVs driving the digitization of the vehicle cockpit
    The automotive industry is undergoing a digital transformation, and this trend is manifested nowhere more visibly than in the vehicle cockpit. Software-defined vehicles (SDVs) deploy dashboards with more digital instrumentation and fewer analogue gauges, thanks to their varied information requirements driven by higher levels of connectivity and autonomy, as well as a concerted push for a clean and minimalistic interior design. With the rise in connectivity and shared mobility use cases com...
    “We’re building one of India’s first EV charging hubs with off-grid solar plant and battery energy storage system (BESS) in Gujarat,” Kartikey Hariyani, Founder & CEO, ChargeZone
    Kartikey Hariyani, Founder & CEO, ChargeZone spoke to Amit Panday, Senior Research Analyst, S&P Global Mobility, on a wide range of topics, including the growing EV adoption in India and its impact on capacity utilization of its existing EV charging infrastructure. While the capital-intensive EV charging infrastructure business is facing heat globally amid a slowdown in the adoption of battery electric vehicles (BEVs), Hariyani, a Stanford alumnus and an electrical engineer at heart, fir...
    SDVs and DevOps: Made for each other?
    The automotive industry is undergoing a significant transformation, driven by advancements in software-defined vehicles (SDVs), connected car technologies, and the integration of artificial intelligence. DevOps practices are at the forefront of this evolution, enabling manufacturers to accelerate development cycles, enhance software quality and ensure compliance with stringent safety standards. The term DevOps is a combination of software development and operations. It is defined as a softwar...
     Suppliers to the new Mercedes-Benz CLA EQ
    The  new Mercedes-Benz CLA EQ is assembled at the Rastatt plant in Germany. Production of the car is expected to peak at 23534 in 2026, according to a forecast from S&P Global Mobility. Image Source : Mercedes-Benz   Suppliers to the new Mercedes-Benz CLA EQ COMPONENT NAME SUPPLIERS Charging Inlet Control Kostal Gearbox Components Rollax Steering Column Module Kostal ...
    Suppliers to the new Jeep Cherokee
    The sixth-generation Jeep Cherokee is assembled at parent Stellantis’ factory in Toluca, Mexico. The Cherokee, like the other SUVs coming from Toluca, will be built on the STLA Large platform. Image Source : Jeep   Suppliers to the new Jeep Cherokee  COMPONENT NAME SUPPLIERS Modular headliner , Door Panels Antolin Front Craddle Gestamp Gear Blanks , Bolts  Maclean-Fogg...
    Bidirectional charging technologies and their role in global EV adoption
    As efforts intensify to decarbonize the transportation sector, the widespread adoption of electric vehicles (EVs) offers great new opportunities and major challenges. One of the biggest obstacles, besides a lack of sufficient EV charging infrastructure, is the load that millions of EVs — when charged at the same time — can place on the existing power grids, potentially overwhelming local and regional power systems. In this regard, bidirectional charging technologies are expected to become...
    The rise of projection lighting in the automotive industry
    Ground light projection, also referred to as near field projection light or just projection light, is becoming one of the latest trends in automotive lighting, offering significant potential to contribute to safe driving and vehicle personalization. According to data compiled by S&P Global Mobility analysts, automakers installed 12.1 million projection light components in light vehicles produced in 2024, a number forecast to more than double to 34.6 million units in 2031, at a...
    Interior Insight: Nissan Qashqai
    While there is some debate over whether Nissan “invented” the crossover sport utility vehicle (SUV) with the launch of the Qashqai in 2007, its influence in making this vehicle type a global favorite is clear. This review focuses on the interior technologies and materials of the facelifted third-generation model. Cabin materials The interior focuses on practicality and features upgraded materials that differ by trim level. Base models come with durable plastics and fabrics, while highe...
    Bridging the gap: On-street charging will be key to equitable EV access
    The global transition to electric vehicles is steadily progressing, driven by government policies, advancing technologies and changing consumer preferences. A crucial factor for potential EV buyer is the ease of access to charging stations. While home and workplace charging remain preferred and convenient for many, the rising number of EVs, particularly in urban areas with limited or no private parking, has increased the need for accessible and efficient charging infrastructure. On-street ...
    The evolving landscape of automotive startups
    The automotive industry is undergoing a profound transformation driven by rapid technological advancements. At the forefront of this evolution are mobility startups, which are pioneering innovations across domains such as software-defined vehicles (SDVs), autonomous driving and battery technologies. S&P Global Mobility recently published the "AutoTechInsight Mobility Startups Report - H1 2025," highlighting the major trends in the automotive startup ecosystem, by analyzing data from appro...
    From the cloud, over the air and into the vehicle cockpit: Software updates are everywhere
    Most vehicles are static past their first manufacture, aside from occasional map, infotainment or telematics updates. Additionally, most of the available software updates need to be performed by a service center or through a home computer with a USB drive or SD card, reducing the success rate of the update across fleets. This is where over-the-air (OTA) updates come into play. OTA updates allow automakers to remotely deliver software patches, new features, performance upgrades and security fi...
    Interior insight: Subaru Crosstrek
    The Subaru Crosstrek has long been a favorite among drivers looking for a mix of tough capability and everyday practicality. For 2025, Subaru continues this tradition, offering an interior that’s functional, comfortable, and well-equipped, although not without a few compromises. Here is our review of its cabin, focusing on seats, infotainment, connectivity, practicality, space and materials. Seating The Subaru Crosstrek, replacing the outgoing XV, arrived in showrooms in January 2024. Bu...
    Ford’s bold bid for the next big thing
    How cars are built and the concept of the moving assembly line are culturally ingrained in the automotive industry. Every now and again, the automotive industry goes through phases of trying to do things differently. Ford is the latest in a long line of automakers to try and innovate. Electrification, the rise of Tesla, the often best-in-class levels set by mainland Chinese original equipment manufacturers for digital vehicle attributes, and ever-increasing and accelerating new vehicle prices...
    The push for domestic chip supply in mainland China's automotive sector
    The mainland Chinese automotive industry is transforming rapidly and becoming increasingly competitive on a global scale. From electric cars to autonomous shuttles, mobility is being redefined, and semiconductors are at its core. Mainland Chinese original equipment manufacturers are doubling down on semiconductor control to fuel their next tech leap, ready to take bigger risks and move faster with bold, strategic investments. There is a strategic emphasis on local supply chains and "silicon s...
    Interior insight: VW T-Roc
    Volkswagen has updated the T-Roc compact sport utility vehicle (SUV) with new features to keep it competitive. This refresh introduces new performance variants, including the sporty R and the open-top Cabriolet. Size-wise, it measures 4,236 mm in length, 1,584 mm in height and 1,819 mm in width, making it shorter, wider and taller than the Golf. Notably, its trunk space is 17% larger than that of its sibling, further enhancing its appeal for those seeking a practical compact SUV. The wheelbas...
    Significance of SDV adoption and the means to accomplish it
    The architectural shift driven by implementation of the SDV is one of the most transformative changes in automotive engineering in recent times. It involves moving from a distributed, hardware-centric system to a centralized, software-defined and upgradable vehicle architecture. One of the key promises of SDVs is the ability to deliver over-the-air (OTA) software updates, introduce new functions and enable faster vehicle improvements and fixes throughout the vehicle’s life cycle via central...
    Autonomous mobility in Europe and the Middle East: The next battleground for robo-taxis and robo-buses
    As autonomous driving gains renewed global momentum, a strategic window is opening in Europe and the Middle East where mainland Chinese tech giants are moving early while US leaders like Tesla and Waymo remain focused on North America. Companies such as Baidu, WeRide and Pony.ai are rapidly launching pilot programs and forming local partnerships to capture first-mover advantages in these emerging markets. Domestic momentum: Commercialization of autonomous driving in mainland China and the US ...
    The future of EVs relies on practical engineering solutions — interview with MAHLE Powertrain
    The automotive industry is at a crossroads, facing intense pressure to meet strict emissions regulations while catering to a growing demand for efficient and sustainable vehicles. The integration of battery systems with internal combustion engines (ICEs) in hybrids is not just an option; it is a necessity. This integration poses challenges that require a sharp focus on performance, efficiency and compliance. At the heart of this effort is the need for detailed drive-cycle models that inform the ...
    EV charging industry faces growing pains — interview with ADS-TEC Energy
    The electric vehicle charging industry has rapidly evolved, driven by the global shift toward sustainable transportation and the increasing adoption of EVs. This sector includes home chargers, public charging stations and fast-charging networks, all essential for supporting the growing number of EVs on the road. A notable triumph of the industry is the expansion of charging infrastructure. Governments and private companies are investing heavily in charging stations, making it more convenient ...
    The effect of the software-defined vehicle on chassis systems — interview with BWI Group
    The rise of software-defined vehicles (SDVs) is revolutionizing chassis systems, transforming them from simple mechanical frameworks into sophisticated, software-driven powerhouses. This shift is all about enhancing performance, safety and comfort through advanced technology. A major game-changer in this evolution is the integration of advanced driver assistance systems. These systems harness data from multiple sensors and cameras to improve vehicle control and stability. For example, adaptiv...
    Driving change in software-defined vehicles – Interview with Elektrobit
    The automotive industry is amid a radical transformation, and software-defined vehicles (SDVs) are at the heart of it. These vehicles are not just cars; they are sophisticated machines powered by cutting-edge software that controls everything from entertainment systems to critical safety functions. This shift is about more than just tech; it is about redefining what a vehicle can do. One of the most game-changing developments is the rise of over-the-air (OTA) updates. Forget the days of bring...
    The rise of fixed panoramic glass roofs: Challenging traditional sunroof suppliers
    While the fitment of panoramic sunroofs continues to reach new heights year after year, the demand mix of such sunroofs is also changing rapidly. Generally, automakers offer four types of panoramic sunroofs: panoramic floating, panoramic full glass, panoramic tilt and fixed panoramic sunroof, which is essentially a roof made of glass. According to S&P Global Mobility, the fixed panoramic glass roof is witnessing strong growth, while the fitment of the other three types of pano...
    The role of smart grids in electric vehicle charging
    A smart grid is an advanced electrical system that uses digital technology to improve the reliability, efficiency and sustainability of electricity distribution. By incorporating information and communication technologies, smart grids allow for real-time monitoring and management of energy flow. This capability is especially important as the number of electric vehicles on the road continues to grow, putting extra pressure on traditional power systems. Charging stations for EVs are vital parts...
    Road map to revenue: Comparing the product and platform strategies of Mobileye, Nvidia and Qualcomm in automotive semiconductors
    The automotive semiconductor landscape is entering a pivotal phase with Qualcomm, Nvidia and Mobileye all launching Level 2+ and above systems into production for BMW, Mercedes-Benz, and Volkswagen (VW), respectively, in 2025. This means 2025 and 2026 will be critical for deployment and execution for these systems-on-chip (SoCs) suppliers and the industry in general. Consider this a milestone, especially as traditional original equipment manufacturers transition to more safety-rich applications ...
    Navigating challenges: ADB headlights in the US automotive market
    Over three years ago, the National Highway Traffic Safety Administration (NHTSA) made amendments to its Federal Motor Vehicle Safety Standards (FMVSS) 108, which regulate lamps, reflective devices and associated equipment in the US, to allow the fitment of adaptive driving beam (ADB) headlights in new vehicles sold in the country. For nearly 10 years, automakers operating in the US have been requesting the federal vehicle safety agency to change its old au...
    As EVs encounter headwinds, WBG power electronics could face a pushback
    The automotive industry is undergoing a significant transformation driven by the electrification of vehicles. As a result, power electronics have become a focal point in determining the efficiency, performance and sustainability of electric vehicles. There has been a significant shift in market dynamics, particularly concerning demand for EVs. Despite the positive long-term outlook for EVs, recent years have seen a slowdown in sales growth compared to the rapid expansion experienced in previo...
    The state of China’s automotive battery industry in 2025
    Mainland China’s automotive battery sector is undergoing a profound transformation, marked by rapid technological advancements, cost-driven innovation, and a growing emphasis on sustainability. Insights from the China International Battery Fair (CIBF) and the CLNB 2025 – New Energy Industry Chain Expo reveal a dynamic landscape shaped by the pursuit of solid-state batteries (SSBs), sodium-ion solutions, fast-charging capabilities, and practical approaches to decarbonization and recycling. ...
    Highlights from the 2025 Volcano Engine AI FORCE Conference
    ByteDance’s Volcano Engine held its FORCE annual conference in Beijing during June 11–12. As an industry event focusing on cutting-edge fields including AI, machine learning (ML), big data and cloud-native technologies, the conference explored how these core technologies can drive industrial innovation and development. The conference brought together many leading technology companies, experts and scholars, jointly building an open and shared platform aimed at promoting technical exchanges an...
    Risk analysis of building gigafactories in Europe
    Europe and the UK region have witnessed a few high-profile battery companies abruptly filing for insolvency in the recent past, leaving behind a noteworthy setback for the region’s local battery production ambitions. UK’s promising battery startup Britishvolt, which was once hailed by the country’s prime minister, filed for insolvency in January 2023. It was soon followed by the Swedish battery company Northvolt, which represented Europe’s hopes to compete with China’s hegemony in t...
    How smart charging technologies are shaping the EV landscape
    The fast-charging sector for electric vehicles is evolving with new technologies and changing consumer needs. A major trend is the rise of ultra-fast charging stations, which can recharge an EV's battery to 80% in just 15 to 30 minutes, significantly reducing drivers’ wait times. Smart charging technologies are also gaining traction, optimizing charging based on grid conditions and energy prices. This includes demand response programs that allow EVs to charge during off-peak hours or when r...
    Germany leads European charge in automotive open-source software war
    With the support of the German Association of the Automotive Industry (Verband der Automobilindustrie [VDA]), 11 Europe-based automotive companies have entered a pre-competitive cooperation for open-source software development, signing a memorandum of understanding (MoU) at the 29th International Automotive Electronics Congress (AEK). These companies are BMW, Bosch, Continental, ETAS, Forvia, Mercedes-Benz, Qorix, Valeo, Vector Informatik, Volkswagen and ZF. The collaboration involves open-so...
    How is mainland China reshaping the global automotive system-on-chip game?
    The mainland Chinese automotive market is not only a major driver of global vehicle sales, but it is now a decisive force shaping the direction of automotive computing in the cockpit and advanced driver assistance system system-on-chip (SoC) technologies. Mainland China’s unique dynamics are compelling domestic and Western SoC suppliers, such as Qualcomm and NVIDIA, to adapt to its demands, including cost pressure and geopolitical challenges. For instance, NVIDIA's DRIVE Thor platform, featuri...
    Building the Charge: Evolving investment landscape for EV charging infrastructure
    In the years soon after the COVID-19 pandemic, investments into electric vehicle charging infrastructure accelerated dramatically as governments, private companies and international institutions laid the groundwork for an electrified future. This surge of capital was driven by the understanding that increasing the range in a vehicle is not enough to instill confidence in prospective buyers about EVs, and a robust and faster EV charging network with easy access is equally vital. However, the m...
    BYD God’s Eye system triggers momentum in the Level 2+ market
    BYD Auto recently unveiled its new “God’s Eye” advanced driver assistance systems (ADAS), which will be integrated across all its models — including subsidiary brands Denza, Fangchengbao and Yangwang, as well as the affordable Seagull hatchback priced at 70,000 Chinese yuan (about $9,600). More recently, BYD has begun offering wide-ranging price discounts of about 10% to 30% on its Dynasty and Ocean lineup of models in China until June 30, reducing the Seagull’s price to 55,800 Chinese...
    Waste not, want not: Transforming sustainability practices
    The automotive industry is undergoing a bold transformation as sustainability takes the spotlight. Companies are stepping up, prioritizing sustainable materials and embracing circular economy principles that champion recycling and reuse. With consumers increasingly demanding transparency, businesses are compelled to implement robust traceability solutions to keep a close eye on material lifecycles and meet evolving regulations. This is not just about compliance; it is about accountability and bu...
    2025 Connected Car Consumer Study: Connecting the dots of connected services
    To understand consumer sentiment toward S&P Global Mobility’s technology forecasts, the Connected Car and Consumer Insights research teams conduct an annual consumer survey that serves as a quantitative input to these forecasts. By asking vehicle owners of certain model years a series of questions to gauge activation decisions, subscription lengths and costs, feature desirability and willingness to pay, analysts are able to develop the ‘Feature Desirability & Willingness to Pay’...
    Interior Insight: Honda Jazz Crosstar
    Honda has refreshed its fourth-generation Jazz and Jazz Crosstar, introducing a range of exterior and interior enhancements across all trims. This review delves into the new technologies and materials that elevate this popular supermini. Inside story The Elegance and Advance trims feature revamped black interior trim, now complemented by contemporary seat fabrics that enhance the overall esthetic. In the Crosstar variants, the interior benefits from updated transmission tunnel edging an...
    High-manganese lithium-ion technology: A way around mainland China’s LFP dominance?
    In a time when electric vehicle demand is undergoing a corrective phase, where consumers are having second thoughts about opting for full EVs and are more inclined toward hybrids, making EVs more attractive to buyers is becoming highly important. Central to this objective will be the battery technology, which dictates vehicle range, cost, safety and overall performance. Among emerging battery chemistries, high-manganese lithium-ion (Li-ion) batteries — often referred to as lithium manganese...
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