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 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 ...

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...

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...

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. ...

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...

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...

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...

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 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...

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’...

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...

Suspension systems are vital to a vehicle’s chassis to ensure good handling and ride comfort. A vehicle’s suspension system mainly relies on two subsystems: Springs and dampers. Springs absorb the initial shock from the road surface. They compress when the vehicle hits a bump and then expand back. The damper controls the springs' energy by slowing down and stopping the vehicle from bouncing too much. Based on the dampin...

Software-defined vehicles are reshaping the automotive landscape, merging technology with connectivity and security. This analysis originally debuted on the Fuel for Thought podcast, where Manuel Tagliavini, Principal Analyst for SDV and Software, engaged in a compelling discussion with moderator Guido Vildozo, Associate Director of Automotive Consulting at S&P Global. Click the link above to download the whole article.

The automotive industry is changing rapidly, and trends in steering technology are essential for improving vehicle performance and safety. In the last decade, the shift to electric vehicles has led to the widespread use of electric power steering (EPS), making cars lighter, more efficient, and responsive. This shift introduces features like steer-by-wire, which enhances design flexibility and supports autonomous driving. Steer-by-wire technology will transform vehicle handling, enabling innov...

The automotive industry is transforming as vehicles become smarter. Advanced sensors, enhanced communication features, and autonomous driving technologies are reshaping the driving experience and redefining vehicle interiors. This shift has made electronics a major cost factor as manufacturers integrate innovative technologies to meet consumer demands for safety and convenience. A standout development in this evolution is the rise of head-up displays (HUDs), which project critical driver info...

The Cadillac Escalade IQL is produced at General Motors’ Factory ZERO plant in Detroit. The ​vehicle  is expected to be a long-wheelbase, all-electric luxury SUV, based on General Motors' Ultium platform, and will likely represent a flagship model for Cadillac's electric lineup. Image Source : Cadillac  Suppliers to the new Cadillac Escalade IQL  COMPONENT NAME SUPPLIERS Low-Voltage Battery  [12v] Clari...

The Nissan Murano is produced at the Smyrna Vehicle Assembly Plant in Tennessee.  Production of the vehicle is expected to peak at more than 37111 in 2025  according to a forecast from S&P Global Mobility. Image Source : Nissan  Suppliers to the Nissan Murano COMPONENT NAME SUPPLIERS Connected Garage Door Access Control Chamberlain Group LED Rear Combination Lamp North American Lighting ...

Responding to global trade issues, on April 4, mainland China imposed limitations on exporting various medium and heavy rare earth metals such as samarium, gadolinium, terbium, dysprosium, lutetium, scandium and yttrium. The country controls approximately 90% of commercial REE production and its refining process, thereby holding a dominant position in the REE sector. In addition to these metals, the announced restriction also applies to permanent magnets, which could more rapidly disrupt global ...

The automotive industry is undergoing a significant shift towards sustainability, driven by regulations, changing consumer preferences, and the urgent need to combat climate change. As manufacturers work to reduce their environmental impact, using sustainable materials and innovative manufacturing methods is crucial. However, achieving sustainability in this sector is not easy; it demands substantial effort to implement these practices throughout the entire value chain. Initial costs  ...

For more than 30 years, automakers and suppliers—including manufacturers of complete seats and seat components—in North America benefited from nearly hassle-free movements of vehicles and auto parts between the US, Canada, and Mexico; first as part of the North American Free Trade Agreement (NAFTA) and later under the US-Mexico-Canada Agreement (USMCA). However, the trade dynamics have changed rapidly this year after the US government announced several tariffs on imports of goods i...

Technological advancements, regulatory policies and changing consumer behaviors will influence the future of electric vehicle charging. While public charging stations are vital for the growing EV market, most charging occurs at home, making domestic charging infrastructure a strategic priority. Home charging solutions offer greater convenience and alleviate pressure on public networks as EV demand rises. Manufacturers are increasingly integrating efficient home charging options to enhance the ow...

The adoption of integrated eAxle systems is gaining momentum as automakers and suppliers strive to enhance efficiency, reduce weight and lower costs. These systems consolidate essential components of the electric powertrain — such as e-motors, power electronics and transmission — into compact units, optimizing performance and energy utilization. In addition to increased efficiency, benefits of highly integrated systems include reduced costs and weight, fewer components, and significant space...

One thing is abundantly clear after the FISITA World Mobility Conference (WMC) last week. Megatrends impact everything. No longer can chassis development, braking, safety validation and so forth stand alone without impact from the broader drive towards electrification, the AI revolution or SDVs, to name a few.  The event’s sessions gave the impression that electrification is already baked into the industry, particularly in Europe where the debate on (regulation-pushed) direction is ...

The automotive sector is experiencing a seismic shift, with software-defined vehicles (SDVs) leading the charge. These vehicles use advanced software to improve functionality, enabling features such as over-the-air updates and real-time data analytics. While this shift aims to enhance user experience, it also presents challenges, especially in integrating new technologies into existing organizational frameworks. In this interview with S&P Global Mobility, Henry Bzeih, chief software offic...

In an attempt to redefine new technology roadmaps for batteries at its first ever Super Tech Day, Contemporary Amperex Technology Co. (CATL) has unveiled three new innovative battery solutions — a sodium-ion battery for electric passenger cars, a dual-core battery system and a second-generation Shenxing ultra-fast charging battery. CATL’s new solutions aim to address some of the key challenges associated with the batteries, which are not only pivotal in advancing new innovations in mobili...

Auto Shanghai 2025, organized at the National Exhibition and Convention Center (NECC) in Shanghai from April 23 to May 3, 2025, was a great opportunity for automotive suppliers to showcase their latest innovations in lighting. The biennial event attracted lighting suppliers — both global and local — to present their smart lighting solutions, including concepts, for front and rear lighting as well as interior lighting. Among tier1 lighting suppliers, Forvia Hella, Marel...

Automotive compute power is becoming a defining metric of vehicle capability — not just for autonomy, but across cockpit systems, connectivity and life-cycle software deployment. As vehicles transition toward centralized electrical/electronic (E/E) architectures and software-defined platforms, silicon performance is now a core determinant of what a vehicle can do — and how long it will remain competitive in the field. Two metrics have emerged as industry standards for measuring this compu...

Qualcomm has rapidly and deliberately expanded into the automotive sector, positioning itself as a key enabler of the software-defined vehicle era. This is partly a result of the company’s implementation of strategies developed in the mobile phone market, including power efficiency and the value of having a comprehensive ecosystem. As a result, Qualcomm has transformed its automotive portfolio from basic connectivity solutions to a comprehensive suite that includes digital cockpit technologies...

The biennial Auto Shanghai 2025 has emerged as a showcase for an array of technologies that blend hardware with software, effectively blurring the lines of traditional automotive classifications. Over the last decade, the event has matured into a pivotal global stage for both local debuts and international launches. Yet, the conspicuous absence of several key brands suggests a potential transformation within the industry. For the first time since 2002, major Korean automakers Hyundai, Kia, an...

Shanghai Auto Show 2025: The mark of a new era? As traditional boundaries between automotive classifications blur, the biennial Shanghai Auto show has become a showcase for innovation, revealing not just the latest models but the technologies that will define the future of mobility. Over the past decade, the event has matured into a pivotal global stage for both local debuts and international launches. However, the noticeable absence of several key brands hints at a significant shift in th...

The fifth-generation RAM 1500 is produced at the Saltillo Truck Assembly Plant (STAP) in northern Mexico, alongside the current production at the Sterling Heights Assembly Plant (SHAP) in suburban Detroit. Production of the vehicle is expected to peak at more than 167210 in 2026  according to a forecast from S&P Global Mobility. Image Source : RAM  Suppliers to the new RAM 1500 COMPONENT NAME SUPPLIERS ...

The new Audi A6 is manufactured at parent Volkswagen Group’s factory in Neckarsulm, Germany. The A6 range of premium large cars is underpinned by the MLB3 platform. Production of the A6 is expected to peak at more than 77,507 in 2026  according to a forecast from S&P Global Mobility.   Image Source : Audi  Suppliers to the new Audi A6 COMPONENT NAME SUPPLIERS Low-Voltage Battery  [12v] Clarios Tunnel ...

The compact sport utility vehicle (SUV) from Volkswagen has entered a competitive market, showcasing a design that aims to capture attention. However, does it deliver on the promise of a well-rounded interior? Sharing its platform with the Volkswagen T-Cross, the Taigo uses the MQB A0 architecture. Its sleek, coupe-like silhouette features a sloping roofline and a 66-mm height reduction, enhancing visual appeal while maintaining adequate interior space. The cabin offers options for body-color...

Sustainability in the automotive tire industry is increasingly becoming a focal point as manufacturers respond to environmental concerns and regulatory pressures. The production of tires traditionally involves significant resource consumption, including fossil fuels, natural rubber and various chemicals, leading to substantial greenhouse gas emissions and environmental degradation. However, industry players are pursuing initiatives to mitigate these impacts. Key strategies include the adoptio...

Sustainability in the automotive industry is becoming increasingly important as the sector works to address its impact on the environment. One key focus is the use of lightweight materials, which can improve fuel efficiency and reduce emissions throughout a vehicle's life. Manufacturers are looking for alternative raw materials and developing designs that minimize environmental impact. This includes using recyclable materials and making products easier to recycle at the end of their life. ...

Consumer trust in autonomous vehicles remains mixed and cautious globally, with skepticism still outweighing enthusiasm in most markets, even as the technology improves. To understand consumer sentiment toward autonomous driving technologies, the research and consumer insights teams at S&P Global Mobility conducts an annual survey that serves as a quantitative input and foundational pillar of our vehicle autonomy forecasts. By asking new-vehicle intenders a series of questions to gauge de...

The race to develop ultrafast chargers for electric cars started around 2022, when at an event, Chinese electric carmaker XPeng launched its S4 ultrafast supercharging technology. At the event in Guangzhou, the company organized a ‘live’ demonstration of charging its electric SUV G9 with its S4 supercharger, which delivered a Chinese light-duty test cycle (CLTC) range of 210 kms in just 5 minutes of charging. It was then Xpeng Chairman and CEO He Xiaopeng took the spotlight and compared t...

Lithium iron phosphate (LFP) technology is already a force to be reckoned with in mainland China’s electric vehicle segment, with automakers preferring this technology over the nickel cobalt manganese (NCM) battery due to its low-cost, better safety attributes. LFP’s position may get even stronger when mainland China’s new battery safety regulations take effect. Recently, mainland China’s Ministry of Industry and Information Technology (MIIT) announced a new mandatory national safety ...

Sustainability is increasingly becoming a priority in the automotive industry, as companies seek to address their environmental impact and respond to regulatory pressures. Establishing Environmental Committees allow organizations to systematically evaluate their operations, from individual contributions to manufacturing processes. Collaborating with ISO 14001 accredited suppliers is essential for enhancing supply chain sustainability and minimizing packaging waste. Companies are also consolidati...

Even as several countries continue to derisk their global manufacturing and supply chain footprints amid geopolitical volatility, tariffs and trade conflicts, looming socio-economic challenges such as the rising cost of living and inflation have led to increased consumer preference for more affordable internal combustion engine (ICE) vehicles. This broad global trend is also supported by a slowdown in the demand for higher priced battery-electric vehicles (BEVs) and the lack of adequate and reli...

Acknowledging that the pace of electric vehicle charging infrastructure deployment has been slow and must accelerate to meet the requirements given under the Alternative Fuel Infrastructure Regulation (AFIR), a part of the Fit for 55 package, the European Commission has given a nod to launch the European Clean Transport Corridor initiative in the third quarter of 2025. In its Industrial Action Plan for the EU’s automotive industry, which was released on March 5, the commission said that it ...

Sustainability in the automotive industry is increasingly focused on the development and use of electric vehicle battery materials and coatings. As the shift toward electrification accelerates, manufacturers are prioritizing environmentally friendly practices to minimize the ecological footprint of their products. This includes enhancing the recyclability of materials, reducing energy consumption during production and ensuring compliance with stringent environmental regulations. One of the cr...

Advancements in electronics systems and software are driving a significant transformation in the automotive industry. Vehicles are increasingly equipped with sophisticated electronic systems, such as infotainment, advanced driver-assistance systems (ADAS), and vehicle-to-everything (V2X) communication. This integration requires power distribution units (PDUs) to support the growing number of electronic control units (ECUs) and sensors, necessitating more complex and reliable power distribution n...

Earlier this year at the Bharat Mobility Global Expo, held in New Delhi, India, several automakers present in the Indian market unveiled their new vehicle models equipped with advanced lighting systems, including full LED headlights and taillights, daytime running lights (DRLs), front and rear light bars, and illuminated logos. Tata Motors, for example, presented its lineup of Nexon, Safari and Harrier SUV models, each featuring LED headlights and taillights, DRLs in the front, and rear lig...

S&P Global Mobility: What motivated WBTL to establish manufacturing operations in India? Raajha: In comparison to the domestic brake suppliers, our organization has a product portfolio that addresses both current and future braking requirements. We've observed a noticeable gap in the domestic market, especially when it comes to advanced technology solutions like low drag/low weight disc brakes, EPB, one-box, EMB, ADAS, air suspension and steering solutions, and that's precisely the space ...

In April 2025, ABC Technologies successfully acquired TI Fluid Systems for over £1.8 billion. The merged entity will be rebranded as TI Automotive, reflecting the strong engineering, commitment from employees, and customer service legacies of both companies. The merger was initially announced in November 2024. a. TI Fluid Systems business scenario TI Fluid Systems comprises two product segments, i.e., fluid carrying systems (FCS) and fuel tank delivery systems (FTDS). It has an extensive ...

The Nissan Juke, now in its second generation, continues to pay homage to its motorbike-inspired roots while evolving in terms of design and functionality. The interior reflects this duality, with elements like a glossy center-tunnel top that resembles a fuel tank and a cowl above the dials, reminiscent of the original model. However, the 2024 update has introduced improvements, making the Juke's interior both more refined and user-friendly. Interior overview The cabin features soft padded...

This Insight continues our series of car interior reviews, focusing on the technologies and materials. Launched in Europe in late 2021 and refreshed in 2024, the Honda HR-V carries the e:HEV badge, following in the footsteps of its siblings, the CR-V and Jazz. The interior of the HR-V has been designed to enhance accessibility and comfort. The central dash and console have been adjusted for easier access to the wireless charging mat. Enhanced sound-deadening measures have been implemented to ...

Since taking office on Jan. 20, 2025, US President Donald Trump has made several announcements that significantly influence the automotive industry. In our previous analysis, "A Look at the Current Propulsion Supply Chain Landscape in the US," we explored the US propulsion supply chain, anticipated announcements from the Trump administration, and the dynamics of imports versus domestic production. In this article, we will assess the key announcements made by the second Trump administration and t...

The 2020s have not been auspicious for the automotive industry or the automotive supply chain. Increasing regulatory stringency regarding emissions and fuel economy, the topsy-turvy transition to electric vehicles, the rise of software-defined vehicles (SDVs) and, more recently, tariffs and counter-tariffs imposed by various countries have all contributed to the current turmoil. All this followed the COVID-19 pandemic at the beginning of the decade, which caused widespread auto supply chain...

The automotive industry is undergoing a significant shift toward sustainability, largely fueled by increasing consumer awareness of environmental issues. Today’s consumers are more concerned than ever about the ecological impact of their purchases, which has created a strong demand for sustainable practices throughout the automotive supply chain. As a result, suppliers are under pressure to integrate eco-friendly initiatives at every stage, from sourcing materials to manufacturing processes, t...

The first couple of months of Trump administration 2.0 were action packed for businesses across sectors and even across international borders. While tariffs on neighboring countries have been at the center of the discourse, the administration’s unfavorable position toward clean energy technology sector has also led to some critical decisions within the country that are bound to affect the pace of transportation electrification. The recent suspension of the National Electric Vehicle Infrastr...

Mainland China’s Ministry of Industry and Information Technology (MIIT) has issued new regulations targeting autonomous driving technologies, effectively halting public beta testing, banning driverless features such as remote parking, and tightening marketing and software update rules. The move follows a high-profile incident involving an autonomous vehicle that resulted in three fatalities, prompting regulators to prioritize safety over rapid innovation. One of the most consequential devel...

Occupant monitoring systems (OMS) are becoming a game-changer in the automotive industry for safety and user experience. These systems are not just about detecting who is in the car; they combine 2D cameras with 3D depth sensors to deliver precise occupant tracking. With AI, they assess driver distraction by monitoring eye movements and head positions, giving real-time insights into whether a driver is paying attention or not. Edge computing takes this a step further, processing data on the spot...

The automotive industry is undergoing a significant transformation as it shifts toward electrification and sustainability. Among the innovations driving this change are in-wheel electric motors, which offer a unique approach to vehicle design and performance. These systems integrate the motor directly within the wheel hub, potentially simplifying vehicle architecture by minimizing the need for traditional components, such as transmissions and driveshafts. This design not only aims to simplify ma...

Steer-by-wire (SbW) systems are a modern approach in automotive steering technology that replace traditional mechanical connections with electronic controls. This system utilizes sensors and actuators to manage steering inputs, allowing for precise control without the need for physical linkages. SbW systems offer several advantages, including the ability to adjust the steering ratio based on driving conditions, which can enhance maneuverability in urban settings and stability at higher speeds. ...

1. Strategic context: Policy overview Greater China’s Implementation Plan for High-Quality Development of the Aluminum Industry (2025–2027) outlines a comprehensive roadmap to elevate the region’s aluminum sector into a global leader in sustainability, innovation and resource security. Key targets include: 15 million tons of recycled aluminum production by 2027, reducing reliance on primary production. 30% clean energy adoption in electrolytic aluminum smelting. 3%–5% increa...

Hyundai Motor Group introduced its new mobility software brand Pleos at its 2025 developer conference held on March 28, marking a pivotal shift toward becoming a mobility technology company. Pleos, combining the Greek word "pleo" for "more" and OS for operating system, is designed to support autonomous movement and smart management of all mobile devices, connecting transportation and infrastructure to create a more efficient mobility environment. Specifically, Pleos aims to enhance the i...

As automated driving become more prevalent, such vehicles are increasingly capable of controlling both longitudinal and lateral vehicle dynamics. However, these systems still operate in defined conditions and rely on the driver to remain attentive and ready to take over when needed — either immediately or after a period of time communicated in advance. In scenarios where the driver becomes unresponsive or unable to regain control, the system cannot continue operating indefinitely. Disengaging ...

On March 5, 2025 the European Commission (EC) rolled out an Industrial Action Plan to define a framework that can help ramp up Europe’s research and development (R&D) and industrial capacities amid the global transition to zero-emission vehicles (ZEVs). This action plan seeks to build upon the Strategic Dialogue on the Future of the European Automotive Industry, initiated by EC President Ursula von der Leyen in January, to address the critical challenges confronting the European autom...

The Nvidia GPU Technology Conference (GTC) 2025 took place from March 17 to 21, 2025, at the San Jose Convention Center, California. This event continued to serve as a platform for developers, researchers, engineers and innovators to explore the latest advancements in GPU technology and its applications across various industries, such as AI and autonomous vehicles. At Nvidia's GTC 2025, CEO Jensen Huang's keynote highlighted the transformative potential of agentic AI using accelerated computi...

Automakers are counting on electric motors, which convert electrical energy into mechanical energy by applying the principle of electromagnetism, for supporting various functions in vehicles, ranging from chassis and safety to powertrain to interior systems. In the automotive interior, electric motors have been used for enabling comfortable seating, opening/closing of sunroofs, rolling up/down of door windows and for locking/unlocking of doors. In addition, electric motors are integral...

Even as global trade reels under the impact of the Trump administration’s tariffs, countries are in for another jolt from the other end of the world. In response to the US tariffs, mainland China has imposed its own limitations on exporting various medium and heavy rare earth metals, a sector in which it holds a dominant position. According to reports, mainland China controls more than 90% of global rare earth metal production. These key metals are used in almost all manufacturing industrie...

The automotive industry has long been recognized as a high-capital, low-return sector, grappling with various economic pressures and competitive challenges. In recent years, the landscape has shifted dramatically, particularly with the rise of mainland Chinese automotive companies. Here we review the profitability trends between original equipment manufacturers (OEMs) and suppliers, and the implications of macroeconomic factors that shape the industry. The automotive sector is currently in tu...

Braking systems remain the most important safety systems for performing the critical tasks of decelerating and stopping vehicles to prevent accidents. For nearly a century, automakers have equipped their vehicles with hydraulic braking systems, relying on drum brakes, disc brakes or a combination of both to slow down or bring the vehicle to a complete halt. Hydraulic brake systems use hydraulic fluid, a type of oil, to transmit force from the brake pedal to the brake components. When the brake p...

On Jan. 29, American Axle & Manufacturing (AAM) entered into a definitive agreement to acquire Dowlais Group through a combination of cash and stock, which values the UK-based firm at approximately $1.44 billion. Dowlais Group owns GKN Automotive and GKN Powder Metallurgy. Following shareholder and regulatory approvals, the transaction is anticipated to close by the fourth quarter of 2025. Potential synergies of AAM-Dowlais deal a.  AAM’s current business scenario AAM’s bus...

As part of the shift to software-defined vehicles (SDVs), cloud computing has become a strategic extension of the vehicle-embedded systems computing. As a part of the cloud ecosystem, a collection of components work together to create a comprehensive experience for end vehicle users. These components include telematics, connectivity, infotainment, remote control and monitoring, software and firmware updates, data analytics, cybersecurity, and autonomous and connected features. The goal of an ...

The ruling by the Bureau of Industry and Security (BIS) is designed to address national security concerns related to the Information and Communications Technology and Services (ICTS) supply chain for connected vehicles. It specifically targets two critical systems: vehicle connectivity systems (VCS) and automated driving systems (ADS). VCS encompasses hardware and software that enable vehicles to communicate externally, while ADS includes software capable of performing the entire dynamic driving...

The advent of electric vehicles has kept the demand for lithium-ion batteries growing for over the last decade. The battery supply chain industry, including cell manufacturing and battery materials, have witnessed huge investments leading to significant capacity buildup across several regions globally. However, the recent slowdown in EV demand has placed the supply chain in a tough spot as capacity addition resulted in an oversupply situation, which reduced the cost of all key battery materia...

The ability to charge an electric vehicle to a 400-km range in just 5 minutes represents a significant shift in EV technology with advanced semiconductor technology. BYD's Super e Platform achieved this through its newly developed car-grade silicon carbide (SiC) power chips. These chips are rated for 1,500-V operation, essential for supporting the platform's 1,000-V architecture and enabling megawatt-level charging capabilities. While Ron (on-resistance) is a critical factor in evaluating SiC...

The adoption of electric vehicles has not progressed as smoothly as anticipated five years ago. Many have questioned whether the transition to EVs is beneficial, as concerns about their practicality in everyday use persist, despite the advantage of zero tailpipe emissions. According to the S&P Global Mobility consumer survey conducted in 2024, primary concerns include the availability of charging stations, long charging times and the range on a single charge. Nearly half of the respondent...

Presenting the Union budget for financial year 2025-26 on Feb. 1, India’s Finance Minister Nirmala Sitharaman announced the removal of the basic customs duty (BCD) on the import of various battery materials. This includes cobalt powder, lithium-ion battery scrap, lead, zinc and 12 other essential materials. The budget also proposed to add 35 capital goods and equipment used in manufacturing batteries for electric vehicles to the list of exempted capital goods. The move is expected to not...

AI is now a necessity in the automotive industry. From autonomous driving systems that promise seamless travel to in-cabin technologies that personalize our journeys, AI has become  a catalyst for accelerating the integration of new revolutionary technologies into vehicles. Until recently, there had been a prevailing notion that developing leading-edge large language models (LLMs) require significant technical and financial resources. That notion, however, stands disrupted now by a Chine...

Ambient lighting has rapidly emerged as a key tool for automotive designers to transform vehicle interior. Demand for the innovative interior lighting solution has grown rapidly over the past five years, consistently setting new fitment records annually. According to the forecast by S&P Global Mobility analysts, automakers installed 318.4 million ambient light components in more than 89 million vehicles produced in 2024. Ambient light fitment is forecast to continue to grow over the next six...

The automotive industry is transforming as it faces sustainability pressures and must adapt to changing market dynamics. Recently, the focus on sustainability has intensified due to regulatory requirements, consumer demand for greener products and the urgent need to combat climate change. The S&P Global Mobility 2025 Supplier Outlook highlights the sustainability practices being adopted across the automotive supply chain. The growing pressure for sustainability Luz Mauch, executive vic...

The automotive industry is rapidly evolving, shaped by shifting consumer preferences and economic pressures. Suppliers must be agile and proactive, swiftly responding to consumer demands while balancing production costs and profitability in a fiercely competitive market. The S&P Global Mobility 2025 Supplier Outlook emphasizes the need for suppliers to tackle these market changes head-on. Consumer behavior in flux Economic factors are key in shaping how consumers behave. In turn, these...

Mainland China has been hit by tariffs from several key trade partners including countries in North America and Europe, most recently the additional tariffs from the Trump administration. In fact, trade restrictions against mainland Chinese companies have been getting stricter in the last 12 months. Electric vehicles, in which China is a runaway leader, has been one of the main targets for tariffs. In October last year, Europe levied additional duties which were as high as 35.3% on companies ...

The new Opel/Vauxhall Frontera is manufactured at the Stellantis subsidiary’s factory in Trnava, Slovakia. Production of the full-electric small SUV is expected to peak at more than 67,700 in 2025, according to a forecast from S&P Global Mobility. Image Source : Opel  Suppliers to the new Opel/Vauxhall Frontera COMPONENT NAME SUPPLIERS A/C Compressor , Air Coooler Denso Front Subframe Gestamp Spring Seats ,&...

Stellantis has announced the readiness of its in-house developed STLA AutoDrive 1.0, a Level 3 automated driving system enabling hands-free and eyes-off operation at speeds up to 60 km/h (37 mph). This positions Stellantis alongside Mercedes-Benz (2022) and BMW (2024) in the Level 3 race. The development of Stellantis' Level 3 also draws on the expertise acquired during the partnership with BMW several years ago. The Jeep Wagoneer will be the first vehicle to offer this tech, with Alfa Romeo and...

Suppliers are increasingly exploring solid-state batteries (SSBs) as a potential solution for the automotive industry, particularly as manufacturers seek to enhance the performance and safety of electric vehicles. Unlike traditional lithium-ion batteries that use liquid electrolytes, SSBs use solid electrolytes, which have several advantages, including improved energy density, greater safety and longer life cycles. However, while these benefits are promising, the technology is still in the devel...

New steel and aluminum tariffs, scheduled to take effect March 12, represent a significant shift in US trade policy. The tariffs were announced by President Trump on Feb. 10, and they expand the 2018 measures imposed under Section 232 aiming to protect domestic industries. However, the tariffs are expected to increase costs for the automotive sector, which would ultimately lead to higher consumer prices. Additionally, the potential for retaliatory trade actions introduces further uncertainty and...

The new Trump administration has begun operations, and it has not been the most comfortable two weeks for the US’ neighbors and trade partners. Donald Trump has started his second tenure as president of the US by announcing a slew of tariffs on Canada, Mexico and mainland China. The White House, in a release, said, “The extraordinary threat posed by illegal aliens and drugs, including deadly fentanyl, constitutes a national emergency under the International Emergency Economic Powers Act (...

In an era where vehicles are as much about software as they are about steel, partnering has become essential rather than just beneficial. It is the powerhouse driving advancements in connected vehicles, autonomous driving innovations and sustainable practices within the automotive industry. However, collaboration in this sector can be a double-edged sword; while it sparks innovation, it also presents challenges. Cultural clashes, intellectual property dilemmas and the need for agility in respons...

AI is now a necessity in the automotive industry. From autonomous driving systems that promise seamless travel to in-cabin technologies that personalize our journeys, AI is a catalyst for change. Insights from S&P Global Mobility’s 2025 Supplier Outlook highlight how AI can change vehicles and the entire automotive ecosystem. By analyzing user behaviors, AI can adjust settings and keep track of driver alertness, moving maintenance from a reactive to a proactive approach. This enhances f...

The automotive industry is grappling with a myriad of supply chain disruptions that have become increasingly common since the pandemic struck. In addition to Brexit complexities, rising material costs, natural disasters, geopolitical tensions and economic instability are forcing companies to rethink their logistics and sourcing strategies on the fly. While improvements are anticipated in the global car chip shortage, challenges persist. As Nimish Ashar, associate director of E/E & Semicon...

As the automotive industry evolves, suppliers must prioritize regulatory compliance due to stricter environmental laws linked to climate change. Investing in new technologies is essential to avoid penalties and enhance competitiveness. We examine the regulatory challenges facing suppliers and share insights from industry executives in S&P Global Mobility’s 2025 Automotive Supplier Outlook. Regulatory pressures: A catalyst for change Automotive suppliers are facing numerous challenges...

The European automotive supply industry is currently grappling with a severe labor shortage, exacerbated by record attrition levels that have plagued it over the past few years. This alarming situation has led to job losses that surpass even the darkest days of the pandemic. Despite optimistic forecasts for new job creation, the reality reveals a staggering net loss of nearly 56,000 positions since 2020, with the worst yet to come, according to The European Association of Automotive Suppliers (C...

According to S&P Global Mobility, the average age of cars and light trucks in the United States is now 12.6 years, and software obsolescence is a pressing challenge for Original Equipment Manufacturers. To stay competitive in the software-defined vehicle landscape, OEMs must ensure their vehicles are future-proof; this means designing telematics control units (TCUs) that easily upgrade from 4G to 5G and incorporate satellite communications for high-bandwidth, low-latency connections. Over...