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    From ‘eyes-off’ hype to ‘hands-free’ reality: Premium OEMs bet big on L2+
    While automakers from China to North America have publicly confirmed their intentions to pursue Level 3, others most notably the early adopter German premiums are subtly easing off their Level 3 ambitions as their latest Level 2+ systems come to market. BMW, Mercedes‑Benz and Stellantis all went to market with highly publicized Level 3 plans, and both German automakers have Level 3 systems in market today in very limited availability. But each has discovered that the combination of high cos...
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    BEV-native leadership and established OEM transition in SDV readiness
    The recent adoption by many original equipment manufacturers (OEMs) of an electrical/electronic (E/E) architecture based on zone controllers supporting a software-defined vehicle (SDV) is slowly replacing distributed electronic control architectures that rely on small pieces of control code housed and distributed widely inside isolated electronic control units (ECUs). This new approach centralizes the hardware processing and memory in fewer, more powerful control units that will house functional...
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    The unfinished business of clean cars
    For much of the past decade, the automotive industry’s climate strategy followed a comforting logic. Electrify the drivetrain, clean up factory operations and allow tailpipe emissions to fall away. The arithmetic looked reassuring. The remaining emissions — those buried in steel mills, chemical plants, logistics networks and mines — were acknowledged but treated as a distant second-order problem. That assumption is now harder to sustain. For most automakers, the largest share of life-cy...
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    The V-Model, recompiled: Q&A with Aptiv
    In automotive development, the V-Model has long served as the backbone of the engineering discipline, mapping requirements to verification in a mirrored structure that ensures traceability from concept to production. For decades, it provided the industry with a predictable rhythm: define, design, implement, test — then validate back up the chain. But the model was born in an era of hardware-dominated vehicles, when software changes were infrequent and tightly controlled. Each electronic con...
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    Software-defined vehicles and multi-cycle leasing: From OTA refresh to modular vehicle renewal
    The automotive industry’s shift towards a more sustainable approach is driving the growth of multi-cycle usage models. As automakers aim to capitalize on technological innovation and changing customer usage, these strategies extend the life of vehicles, components and materials through repair, repurposing, and refurbishment.  In traditional automotive cycles, vehicles are manufactured for a single owner, before eventually being scrapped, with limited opportunities to recycle materials....
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    Plugged in, switched off
    For much of the past decade, the electric-vehicle industry measured progress in plugs. Governments set targets for charger numbers; companies raced to install ever-faster hardware; maps filled with reassuring clusters of pins. The logic was straightforward: Build enough infrastructure and adoption would follow. By 2025 that premise had begun to fray. In many developed markets, chargers are no longer scarce. Yet drivers still report failed sessions, opaque pricing and unreliable equipment. The...
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    InterBattery 2026: Battery tech expands into AI and robotics to mitigate EV volatility
    InterBattery 2026, which was organized at the Convention and Exhibition Center (COEX) in Seoul, South Korea, over March 11-13, marked a significant pivot by the battery manufacturers and material suppliers towards application-specific optimization, thermal safety and the expansion of battery technology into the artificial intelligence (AI) and robotics era to mitigate risks associated with EV demand volatility. The 14th edition of InterBattery, which was hosted by the Ministry of Trade, Indus...
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    What Europe can learn from China about controlling the growing mass of EVs
    Electric vehicles are significantly heavier than the internal combustion engine (ICE) cars they are replacing, and vehicle mass has climbed by more than 25% over the last decade. Balancing added weight, with rising consumer expectations for ride comfort and refinement, is driving demand for more sophisticated suspension technologies. In China, semi-active suspension is being rolled out at scale, even on midmarket EVs. In Europe, the pressure to hit aggressive price points has largely confined th...
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    Watt next? Less than promised
    For much of the past decade, the electric-vehicle industry ran on a potent blend of technological optimism and cheap money. Carmakers promised a swift shift from internal combustion to battery power; investors, buoyed by low interest rates and green zeal, obliged. Capital flooded into gigafactories, vertically integrated supply chains and speculative battery ventures. Companies such as Volkswagen Group and General Motors pledged tens of billions of dollars to electrification. Startups, including...
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    Axial flux motors will achieve price parity with radial flux motors in the future: Rory Brogan, founder and CEO, Torev Motors
    With early industry recognition, innovative wound-rotor designs, and a clear commercial roadmap targeting 2029 deployments, Torev is positioned to reshape electric motor technology while anticipating trends like modularity and smarter controllers. The following are edited excerpts. S&P Global Mobility: Tell us about the genesis of Torev Motors; how did it come into being? How did you select axial flux motors? Was the focus always on rare earth free axial flux motors or did you pivot to th...
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    Charging ahead, unevenly
    The electrification of transport is no longer constrained by vehicles but by the systems that support them. As electric cars and trucks proliferate, attention has shifted to the charging networks that must underpin mass adoption. What was once a question of rollout is now becoming one of performance: reliability, interoperability and economics are emerging as the industry’s defining challenges. Public charging, in particular, remains uneven. Drivers encounter incompatible systems, inconsist...
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    Adopting manufacturing innovations amid rising complexity in automotive seats
    Seats are among the most complex automotive parts in a car, assembled from multiple subsystems, which in turn are built from numerous components. Over the years, the complexity of the complete seat assembly has increased as automakers have integrated new functions and features to deliver greater safety and comfort for occupants, including the driver. The manufacturing of seat parts and their subsequent assembly into complete seats remains labor-intensive, requi...
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    Suppliers to the new Dodge Charger
    The Dodge Charger is assembled at the Windsor Assembly Plant in Canada. Image Source : Dodge New Dodge Charger – Supplier Overview COMPONENT NAME SUPPLIERS Door Checks Edscha LV Power Cables Gebauer & Griller Craddle Gestamp Door Lock Cable WR Controls EDM Gears Maclean-Fogg Powertrain Mounts Vibracoustic SE Upper Crossmember - ICE Schuler H...
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    Suppliers to the new Infiniti QX65
    The  new Infiniti QX65  is assembled at the Nissan Smyrna Vehicle Assembly Plant. Production of the car is expected to peak at 10852 in 2027, according to a forecast from S&P Global Mobility. Image Source : Infiniti New Infiniti QX65 – Supplier Overview COMPONENT NAME SUPPLIERS Ambient Lighting Antolin Decorative Wheel Nuts Maclean-Fogg Constant Velocity Joints NTN Standar...
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    Impact of Europe's IAA legislation on battery manufacturing: a technical analysis
    Europe’s manufacturing sector is confronting a challenging economic landscape marked by high costs, mounting competitive pressure and the ever increasing need to invest in clean and green manufacturing technologies. European policymakers increasingly feel that this has put the region’s manufacturing engine under strain — a sentiment backed by numbers. Manufacturing’s share of EU GDP slipped from around 17% in 2000 to roughly 14% in 2024, a decline that is seen as a risk for long‑term g...
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    A different kind of shock
    When oil prices surge, car executives often imagine stranded ships, snarled ports and container boxes piling up like driftwood. The latest flare-up involving Iran invites exactly that sort of picture. Yet the industry could face a more serious and less visible disruption. The risk is not that vehicles cannot be shipped, but that they cannot be sold. The trigger is straightforward. Fighting in the Gulf has pinched energy supply, pushing crude beyond $100 per barrel and hauling fuel prices up i...
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    How the hatchback got heavy
    In 1974, when the first Volkswagen Golf rolled off the line, it was meant to be a sensible car for sensible Europeans. Now, after half a century, it has become a rolling ledger of Brussels’ ambition. The model has accumulated weight, complexity and cost with each wave of regulation, from the earliest crash standards and pedestrian-protection measures to mandated airbags and antilock braking systems (ABS) in 2004 and electronic stability control in 2011. To trace its bill of materials is to rea...
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    Interior Insight: Honda CR-V
    The interior of the Honda CR-V in its 2026 form reflects incremental change rather than redesign. Honda has retained the structure introduced in 2023 and applied modest updates to technology, equipment and refinement. The result is a cabin that remains competitive on usability and space, but less so on perceived quality and digital sophistication — making it a fitting subject for the next instalment in S&P Global Mobility’s series on in-car technology and materials. Layout and control...
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    How thermal management systems have evolved in cars
    Over the last four to five decades, the evolution of automotive thermal management in cars can be seen as a long journey from simple engine cooling to a sophisticated energy management strategy. As vehicles transition from internal combustion engines (ICEs) to electric vehicles, the thermal system has shifted from being a secondary support unit to the heart of vehicle efficiency and driving range. For decades, thermal management was synonymous with simple heat management. This meant that, pri...
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    Code in the driving seat
    The modern car still plainly wears its mechanical ancestry. Turn the wheel and shafts relay motion to the tires; press the brake and hydraulic pressure clamps discs with reassuring force. These systems are robust and familiar. Yet they sit uneasily with a broader shift: cars are increasingly engineered not as assemblies of hardware, but as rolling computing power platforms. A quieter revolution is therefore underway. Steer-by-wire and brake-by-wire systems dispense with continuous mechanical ...
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    Beyond signaling: How rear lighting helps automakers enhance communication and brand awareness
    Automotive rear lighting has undergone significant changes over the past three decades, playing a key role in promoting safer driving. Rear lights not only alert drivers to the presence of vehicles ahead but also help them understand the intentions of those vehicles, so the drivers can adjust their driving to avoid accidents. Rear lighting has also become increasingly important to automakers as a design element for the rear of the vehicle. This is possible due to automakers taking key in...
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    Building resilient automotive supply chains: lessons from an era of disruption
    For much of the past three decades, the global automotive industry pursued a single organizing principle: efficiency. Supply chains stretched across continents, inventories shrank to a minimum, and production schedules ran with metronomic precision. Components flowed from thousands of suppliers in tightly choreographed sequences, allowing manufacturers to build increasingly complex vehicles at ever lower cost. Then the shocks began. The Fukushima earthquake and tsunami first exposed the fr...
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    Intelligent lighting: the car’s new language
    In the automotive industry’s grand parade of innovations — from electrification to autonomy — lighting rarely draws the loudest applause. Yet it is undergoing one of the most consequential transformations in the modern vehicle. What was once little more than a bulb cutting through the dark is becoming something far more sophisticated: a programmable interface for safety, communication and brand identity. The slender LED signatures that trace the outline of today’s SUVs may appear deco...
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    Digital vehicle key: Unlocking the fully connected, software-defined vehicle experience
    Digital vehicle access is shifting from a convenience feature to a critical digital identity infrastructure for vehicles. Physical key fobs are increasingly complemented—and in some cases replaced—by smartphone-based digital keys. Integration with mobile wallets (Apple, Google, Samsung) is accelerating consumer acceptance. Strictly speaking, digital vehicle access refers to replacing physical keys/fobs with software-based authentication, including: Smartphone-based digital keys (App...
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    R-1234yf to remain the preferred automotive refrigerant in cars in 2030-35
    The automotive refrigerant market is shifting from a stable, overlooked commodity to a high-tech product that is expected to fuel a niche, multi-billion-dollar industry amid global adoption of electric vehicles. The global automotive refrigerants market is estimated at $60 billion and is projected to reach approximately $100 billion by 2035. The increasing valuation of the automotive refrigerant market is no longer just about maintaining optimal temperature in the passenger cabin; it is now d...
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    From steel torsion to sensor control: The evolution of stabilizer bars in vehicles
    A stabilizer bar, also known as an antiroll bar or sway bar, is an integral part of a vehicle’s suspension system. It plays a key role in reducing body roll during sharp cornering, turning or when driving on uneven surfaces by transferring the load from one wheel to the other. When a vehicle takes a turn, the centrifugal force causes the driver and other occupants to lean outward, shifting weight to the outside wheels. The stabilizer bar counteracts this movement by transferring some of the fo...
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    From connectivity to intelligence: What did MWC 2026 bring to the automotive table?
    Organized by the GSM Association (GSMA), the Mobile World Congress (MWC) was held in the Spanish city of Barcelona from March 2-5, 2026. The event showcased major advances across 6G, AI integration, satellite connectivity, and automotive digital transformation. The automotive industry was no longer a peripheral presence at the event. Instead, it emerged as one of the event’s central themes, highlighting a profound shift: vehicles are rapidly evolving from mechanical machines into fully conn...
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    Charged up, but not connected: the bottlenecks in electric mobility
    Politicians have rarely been shy about their electric dreams. From Washington to Brussels, targets for zero-emission vehicles multiply by the year. Carmakers, too, trumpet all-electric futures. Yet beneath the glossy projections and ribbon-cuttings lies a simpler truth: the electric-vehicle transition will move only as fast as the plugs in the ground. And in many places, those plugs are arriving more slowly —and less evenly — than ambition demands. The past year has offered a study in con...
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    Mainland China phases out battery export VAT rebates: Impact on materials, cells and global supply chains
    Mainland China's battery industry, the world's manufacturing powerhouse supplying over 80% of global lithium-ion capacity, faces a seismic policy shift with the January announcement to phase out export value-added tax rebates. Issued jointly by the Ministry of Finance and State Taxation Administration, the policy slashes rebates for both cathode materials and finished cells. This move, mirroring immediate rebate scrapping for solar/PV products, targets reducing overcapacity, irrational price ...
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    Tesla signals strategic reset with FSD subscription shift and Model S/X exit
    Tesla is sending a clear message to investors, and the broader mobility ecosystem — the company’s next growth chapter will be driven less by premium vehicle volume and more by recurring software revenue and long-horizon AI and robotics bets. Two moves underline this shift: transitioning Full Self-Driving (FSD) to a subscription-only model and planning to wind down Model S and Model X production by the end of the second quarter of 2026, freeing capital and focus for newer platforms, including...
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    Nvidia Alpamayo democratizes autonomy and shifts value away from in-house stacks
    Nvidia formally introduced Alpamayo at CES 2026 as an open-source framework designed to accelerate autonomous driving development. Nvidia’s introduction of the Alpamayo family represents an expansion of the company’s role in autonomous driving from a compute and middleware provider toward a supplier of foundational vehicle intelligence. Rather than presenting a stand-alone algorithmic improvement, Nvidia is positioning Alpamayo as part of a broader environment that spans model development, d...
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    From analog dominance to the memory era: How vehicle architecture and memory pricing are reordering automotive semiconductor demand
    S&P Global Mobility expects the automotive semiconductor market to return to growth in 2025, expanding by 6.6% to surpass $90 billion following a flat 2024. Looking further ahead, revenue is forecast to rise at a 7.4% compound annual rate through 2031, approaching $140 billion by the end of the period. The expansion is driven by the accelerating shift toward software-defined vehicles, higher levels of autonomy, electrified powertrains and increasingly sophisticated cockpit platforms, all of ...
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    From reactive to predictive, cybersecurity continues to evolve for software-defined vehicles
    Automotive cybersecurity has shifted from a niche technical concern to a core vehicle-program requirement as vehicles have become connected, software-driven, data-rich and continuously updatable. Cybersecurity is now positioned as essential not only for safety (preventing unsafe manipulation of vehicle functions) but also for privacy (protecting driver or vehicle data); revenue and brand trust (avoiding recalls, service disruption, ransom or extortion, and reputational damage); and regulatory co...
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    The shortening of the automotive supply chain
    For decades, the car industry perfected the art of distance. Design in Germany, components from Japan and South Korea, wiring harnesses from Mexico, electronics from mainland China and final assembly wherever labor was the cheapest. The logic was simple: stretching the supply chain across borders, arbitrage wages and scale, and trusting that trade would remain broadly liberal and logistics would remain frictionless. That logic is fraying. Automakers are not abandoning globalization, but they ...
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    Mainland China’s DRAM push – a solution to the global supply crisis?
    The first quarter of 2026 opened with renewed concerns about a shortage of DRAM for automotive applications. Memory manufacturers have been reallocating wafer capacity toward high-bandwidth memory (HBM) and other premium products for AI data centers, where demand and margins are rising fastest. This reallocation tightened supply for traditional automotive DRAM, leaving vehicle makers exposed to constrained inventories and rising competition for limited fab capacity. A small number of firms do...
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    Cars that know too much
    For most of the past century, the car’s relationship with its owner has been transactional and forgetful. A car burned fuel, wore out brake pads and occasionally stalled at inconvenient moments. It did not remember where its driver had been, how fast they drove, whom they called or how long they lingered outside a particular address. Today’s cars do all of that and more. Modern vehicles generate rivers of data. Sensors track location, acceleration, battery health and driving behavior. Inf...
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    US automakers, battery suppliers rationalize excess battery capacity, pivot to energy storage systems
    In December 2025, Ford Motor Co. and SK On announced plans to end their $11.4 billion battery joint venture — BlueOval SK — as part of their broader business overhaul amid a slowdown in demand for battery-electric vehicles (BEVs) and the end of government subsidies under the Inflation Reduction Act (IRA). The decision to cease the battery JV came as the two companies sought to avoid accumulating losses from EV battery operations in a market witnessing policy shifts away from BEVs and to r...
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    From connected cars to fragile factories: How cyber risk is rewiring the auto industry
    When Jaguar Land Rover (JLR) halted production across its UK factories in late 2025, the headlines focused on lost output, idle workers and delayed deliveries. That was the easy story. The deeper, more uncomfortable truth is that the attack exposed how profoundly digital vulnerabilities have been baked into the automotive industry — not just in connected vehicles, but across factories, logistics systems and sprawling supplier networks. What was once a sector defined by nuts, bolts and mecha...
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    Human Machine Interface technologies: What consumers value
    As vehicles become increasingly digital, the in-cabin experience has emerged as a key battleground for automakers competing for consumer loyalty. From expansive touchscreens to intelligent voice assistants, in-vehicle human machine interface (HMI) technologies now shape how drivers interact with their cars—and how they perceive brand value. With consumers expecting seamless, intuitive and personalized interfaces, OEMs face rising pressure to understand what t...
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    From reserves to reality: India’s rare earth value-chain race
    In its Union Budget 2026–27, the Indian government introduced dedicated rare‑earth corridors in four states — Odisha, Kerala, Andhra Pradesh and Tamil Nadu — to develop mining, processing, research and manufacturing of rare earths. The corridors are intended to stimulate local economies, enhance R&D capacity and integrate the region into global advanced materials value chains. They complement the operations of IREL (India) Limited, a Department of Atomic Energy enterprise that ...
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    CES 2026: Software-defined vehicles continue to evolve and gain momentum and scale
    The recently concluded Consumer Electronics Show (CES) 2026 (Jan. 6–9, 2026) marked a clear inflection point: software-defined vehicles (SDVs) have entered their industrialization phase. Original equipment manufacturers and suppliers shifted decisively away from exploratory demos and concepts toward scalable, production-ready SDV platforms, with most architectures, toolchains and compute strategies aligned to 2026–28 SOPs. The focus has clearly moved from what SDVs could do, to how they can ...
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    OPmobility eyes Hyundai Mobis lighting business to accelerate global expansion
    In late January, OPmobility signed a memorandum of understanding (MOU) with Hyundai Mobis to explore the potential acquisition of the South Korean supplier’s lighting business. The two companies aim to reach a definitive agreement in 2026. The acquisition promises to significantly expand OPmobility’s global position as one of the leading tier 1 suppliers of lighting systems, a business the French supplier entered just four years ago. Hyundai Mobis is the largest tier 1 ...
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    European New Car Assessment Program’s button mandate forces a rethink of the digital cockpit
    For more than a decade, the automotive industry followed a clear trajectory: digitize the driving experience, replace physical controls with touchscreens and let software define the cockpit. From 2026, Europe’s most influential vehicle safety assessor will begin to reverse that logic. Under revised protocols, the European New Car Assessment Program (EuroNCAP) will explicitly reward vehicles that provide physical controls for essential driving functions, such as indicators, hazard lights, wi...
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    AI in automotive manufacturing: Promise, payoff and the problem of scale
    Artificial intelligence has become one of the automotive industry’s buzzwords. It appears in earnings calls, factory tours and investor decks with near-compulsive frequency. Automakers promise smarter factories, fewer defects and lower costs, all delivered by algorithms quietly optimizing production in the background. The reality, however, is more prosaic. AI has proved very useful in specific, tightly bound applications. What it has not yet delivered is the sweeping transformation often impli...
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    Tariffs, tech and torque: What’s driving — and slowing — vehicle lightweighting
    For decades, automakers have sought ways to shed vehicle weight — from early aluminum and high-strength steel use to modern composites — but electrification, with heavy battery packs, has put lightweighting under the spotlight. Reducing mass improves performance, efficiency and range while helping to meet tightening emissions standards. Today, manufacturers are exploring a broad palette of materials — magnesium alloys, advanced steels, aluminum, carbon-fiber and bio-based composites and th...
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    CES 2026: Key technology highlights in the Autonomy domain
    The first Consumer Electronics Show (CES) kicked off in 1967, with 250 exhibitors and 17,500 attendees in New York City. Since then, CES has grown by more than tenfold and now encompasses both traditional and nontraditional tech industries. CES 2026 was held in Las Vegas from Jan. 6–9, with attendance reportedly reaching 148,000 people. CES 2026 marked a clear inflection point for vehicle autonomy, shifting the narrative from long-term promise to near-term deployment. Across the show floor,...
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    CES 2026: Key technology highlights in E/E and semiconductor domain
    The first Consumer Electronics Show kicked off in 1967, with 250 exhibitors and 17,500 attendees in New York City. Since then, CES has grown more than tenfold and now encompasses both traditional and nontraditional tech industries. CES 2026 was held in Las Vegas, on Jan. 6-9, 2026, with attendance reportedly reaching 148,000. Key trends Silicon enters the 3-nanometer (nm) era: CES 2026 highlighted a decisive step change in automotive computing power, with 3-nm-class semiconductors enabl...
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    The evolving landscape of cathode active materials in EVs: Balancing production capacity investments amid oversupply challenges
    Cathode active materials (CAM) form the heart of lithium-ion batteries powering the global electric vehicle boom. These high-value components determine energy density, cost, performance and safety, making CAM production a critical constraint in the supply chain. As EV adoption accelerates worldwide, the CAM market stands at a pivotal juncture. Global production capacity is projected to expand at a robust 11.5% compound annual growth rate (CAGR), surging from 6.7 million metric tons in 2025 to...
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    Automotive lighting suppliers bracing for another challenging year in 2026
    Automotive lighting suppliers reported moderate growth in lighting system supply in 2025, driven by the recovery in light vehicle production. According to data compiled by S&P Global Mobility’s analysts, the supply of headlights and taillights each improved by 2.5% year over year to 183 million units as global light vehicle production increased 3.1% year over year to 92.2 million vehicles. Moreover, lighting suppliers also recorded 6.2% year-over-year growth in the supply of ambient light ...
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    Greenland’s mineral edge: opportunity and obstacles
    Greenland has emerged as a strategic area due to its extensive reserves of rare earth elements (REEs) and other critical minerals essential to industries such as automotive, defense, and clean energy. Its resource base includes REEs, graphite, copper, nickel, zinc, iron ore and tungsten, which are key inputs to clean energy technology. According to the National Geological Survey of Denmark and Greenland (GEUS), the island contains an estimated 36.1 million metric tons of REE resources, with the ...
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    Lights out: The automotive industry’s uneasy march toward dark factories
    Across parts of mainland China’s automotive sector, factories designed to operate without human presence are no longer experimental showcases. So-called “dark factories” — highly automated plants that rely on robotics, AI and dense sensor networks — are already producing electric vehicles at an industrial scale, operating continuously without lighting, heating or on-site labor. In Europe and the US, the concept remains more aspirational than real. Yet the direction of travel is incr...
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    CES 2026 Spotlights Automotive Technology, from AI to Software-Defined Vehicles
    CES 2026 marked a clear shift in the automotive industry’s priorities. With demand for electric vehicles (EVs) softening and regulatory and cost pressures mounting, automakers and suppliers used the CES tech conference to emphasize automotive technology like artificial intelligence (AI) rather than electrification. Their focus moved to so-called physical and context-aware AI—systems that interpret real-world conditions in real time—positioning cars as software-defined vehicles rather than ...
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    We have solved the technical limitations associated with switched reluctance motors: Ali Emadi, founder and CEO, Enedym Inc.
    Enedym’s switched reluctance motors (SRMs) are expected to not only reduce the dependence on rare earth metals, currently used in a majority of propulsion e-motors produced worldwide, but also significantly reduce the cost of development and production of e-motors in general. Enedym is tackling one of the industry’s most pressing challenges: reducing reliance on rare earth elements (REEs), which are costly, environmentally taxing, and largely sourced from [mainland] China. Dr. Emadi expl...
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    CES 2026: KPIT’s vision for the software-defined vehicle
    As the automotive industry accelerates toward software-defined, electrified and connected mobility, the Consumer Electronics Show (CES) 2026 has become a critical forum for technology-led transformation. In this interview from CES 2026, Omkar Panse, chief technology officer of KPIT Technologies, outlines how the company is refining its strategic focus — both in how it engages at global events and in the solutions it brings to market. Panse explains that KPIT’s participation at CES is not ...
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    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...
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    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...
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    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 ...
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    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...
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    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...
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    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...
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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...
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    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. ...
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    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...
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    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...
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    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...
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    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...
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    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...
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    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...
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    “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...
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    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...
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    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 ...
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    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...
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    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...
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    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...
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    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...
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    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 ...
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    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 ...
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    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. ...
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    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...
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    “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...
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    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...
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    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...
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    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...
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    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...
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    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...
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    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 ...
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    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...
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    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...
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    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 ...
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    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...
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    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...
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    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...
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    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...
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    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...
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    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...
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    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...
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    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...
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    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 ...
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    “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...
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    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...
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