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    Rapid Response 2026: Updated forecast assumptions amidst the Iran war (Issue 5)
    S&P Global Mobility’s fifth Rapid Response of 2026 discusses our latest forecast assumptions related to the Middle East conflict. At time of writing, the May 2026 light-vehicle production forecast is in development. On our typical schedule, there is no sales forecast for May, though we are providing a top-line interim forecast with the latest assumptions. The figures here are subject to change. The final forecast adjustments may vary and are subject to normal monthly forecast adjustments w...
    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...
    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...
    Understanding the software-defined vehicle (SDV) ecosystem
    The S&P Global Mobility SDV Ecosystem Report 2025 provides a comprehensive, end‑to‑end view of the global automotive software supply chain. The report is built around the S&P Global Mobility SDV Ecosystem Forecast that provides a complete mapping of the automotive software stack—from Cloud to Hypervisor—across all OEMs, brands, and nameplates. It reveals in‑house vs. outsourced development, supplier market share, and evolving OEM strategies tied to electrification, autonomy, and next...
    DRAM Chip Shortage - The next Crisis ahead?
    As automotive DRAM demand accelerates with the rise of software-defined vehicles, AI cockpits, and advanced ADAS, supply constraints are emerging as the next major industry risk. This report examines the origins of the shortage, the industry’s exposure, and why there is no clear or near-term resolution in sight.
    Power Cube Semi
    Power Cube Semi Inc. designs and manufactures power semiconductors and heater-related products. It provides power semiconductor products, including components such as wide trench-type junction barrier Schottky diodes, and offers design and manufacturing services for low-power and high-reliability power semiconductors tailored to customer requirements. The company supplies customized high-temperature heaters and heating pattern design solutions, including products that integrate temperature senso...
    Zero Point Motion
    Zero Point Motion Ltd develops and manufactures precision motion sensing technology using photonics and micro-electro-mechanical systems for positioning and navigation applications. The company provides inertial sensors, including accelerometers and gyroscopes, that combine silicon photonics and MEMS technology for high-precision acceleration and rotation sensing. Its sensor solutions support positioning and navigation in environments where GPS is unavailable, offering dead reckoning capabilitie...
    AiMotive launches aiWare5 automotive NPU IP with enhanced scalability and safety features
    AiMotive announced the official launch of aiWare5, its latest-generation automotive neural processing unit (NPU) intellectual property (IP), following a soft launch at the Consumer Electronics Show (CES) and an extension of the aiWare ecosystem through a strategic relationship with Socionext to meet the demands of global tier 1 and OEM partners. AiWare5 is now available for general licensing and, while aiWare has been designed to accelerate any automotive AI workload, this release also full...
    Beijing Auto Show 2026: Raytron Automotive showcases advanced thermal imaging solutions for intelligent driving
    At Auto China 2026, Raytron Automotive, a subsidiary of Raytron Technology, presented its latest portfolio of automotive thermal cameras and perception solutions under the theme All-Weather Safety Perception. As intelligent driving moves toward Level 3 and Level 4 autonomy, the automotive industry is increasingly focusing on reliable environmental perception and proactive safety in all conditions. Infrared thermal imaging, which operates independently of ambient lighting and enhances target reco...
    Innoviz Technologies signs software deal to evaluate on-sensor lidar perception for InnovizTwo platform
    Innoviz Technologies announced a new software development agreement with a leading autonomous driving technology company. Under this agreement, the parties will evaluate on-sensor LiDAR perception capabilities for the InnovizTwo LiDAR platform and deliver a development plan. The collaboration extends Innoviz's LiDAR embedded software and may potentially deepen Innoviz's role within the existing LiDAR supply relationship. As autonomous vehicle programs move toward series production, original e...
    Toshiba expands 80V N-channel MOSFET lineup to support 48V automotive systems
    Toshiba Electronics Europe GmbH (Toshiba) has introduced two AEC-Q101 compliant 80V N-channel MOSFETs, the XPH2R608QB and XPH3R908QB, expanding its lineup to support 48V automotive systems. These are the first products from the latest-generation U-MOSX-H process to be housed in the SOP Advance (WF) package with wettable flanks. By using Toshiba's U-MOSX-H process, the new MOSFETs achieve low on-resistance (RDS(ON)), enabling designers to maximize efficiency in their 48V systems, improving per...
    TIER IV unveils MP camera series for Level 4 autonomous driving systems
    TIER IV has launched the MP camera series, an automotive-grade lineup engineered for advanced autonomous driving systems. The new series supplements TIER IV's current lineup of cameras built with hard-to-source automotive-grade components, meets the stringent quality requirements of production vehicles, and is available at scale. The MP camera series is characterized by several key features. It is Level 4 optimized, with proprietary image optimization and flexible camera control that deliver ...
    Automotive Grade Linux launches SoDeV reference platform for SDVs
    Automotive Grade Linux (AGL), a collaborative project at the Linux Foundation developing the open source platform for software-defined vehicles (SDVs), has announced the initial availability of its open source SoDeV reference platform and the addition of five new members: EMQ, Lineo Solutions, MediaTek, VA Linux Systems Japan and Very Good Ventures. The initial version of the AGL open-source SoDeV reference platform is accessible via the latest AGL Unified Code Base (UCB) release, codenamed "Ult...
    BMW rolls out Bosch's road hazard warning service in Europe
    Bosch has introduced a cloud-based road hazard service designed to increase road safety and driving comfort by providing early warnings of potential dangers, such as sudden fog or black ice. The service uses continuously updated data from numerous sources and is already being used in millions of cars and commercial vehicles worldwide. Initial vehicles from the BMW Group are using the Bosch service, and Bosch plans to gradually roll it out in additional BMW vehicles over the next few years. Si...
    Rivian Assistant adds context-aware voice control and messaging for in-vehicle functions
    Rivian is rolling out its new AI-powered voice assistant to all Gen 1 and Gen 2 owners as part of its latest over-the-air (OTA) software update. The feature, activated by saying “Hey Rivian” or holding the left steering wheel button, requires an active Connect+ subscription. The assistant is notable because it can actually control a vehicle’s core functions — something that Tesla’s competing Grok assistant still cannot do months after its own launch. Rivian Assistant can now ...
    Axonne
    Axonne Inc. develops in-vehicle network solutions for automotive electronic and electrical architecture. The company provides solutions that support advanced driver assist systems (ADAS), autonomous driving capabilities, and in-vehicle infotainment (IVI) connectivity. Its offerings manage high volumes of time-sensitive data from multiple vehicle sensors to computing systems, ensuring data delivery with micro-second level accuracy and addressing network security by protecting vehicle communicatio...
    Blaize
    Blaize Holdings, Inc. provides artificial intelligence (AI)-enabled edge computing solutions. Its portfolio includes programmable AI processors in a broad range of form factors, deployable across several verticals, including smart city, defense, retail and enterprise markets; and AI computing platforms that enable applications, such as computer vision, advanced video analytics, and AI inference, as well as software tools that allows non-expert practitioners to deploy AI applications on its hardw...
    BOS Semiconductors
    BOS Semiconductors Co.,Ltd. develops and supplies semiconductor solutions, including system-on-chips and AI accelerators, primarily for automotive applications such as autonomous driving and infotainment systems. The company provides semiconductor products and solutions for automotive applications, featuring the Eagle automotive chiplet SoC family with products such as Eagle-N, an AI accelerator for advanced driver assistance systems and in-vehicle infotainment, and Eagle-A, a standalone one-chi...
    ecarx
    ECARX Co., Ltd. manufactures vehicle chip-sets, 4G powered intelligent cockpits, intelligent driving, HD map, big data, and IoV cloud products. It also develops connected platform for automotive companies. The company was founded in 2016 and is based in Hangzhou, China.
    Nuclei technology
    NEXEON Limited operates as a battery materials and licensing company that develops silicon anodes for lithium-ion batteries. It offers silicon anode technology solutions for various applications, including consumer electronic, electronic vehicle, sustainable energy, aerospace, medical, and defense industries in the United Kingdom and internationally. The company was founded in 2006 and is based in Abingdon, United Kingdom with an additional office in Yokohama, Japan.
    Quick Sensing
    Quick Sensing (aka Minzhijie Sensing, Minzhijie Sensing Technology (Changzhou) Co, MZJ Sensor) is a developer of high-pressure pressure automotive sensors, focusing on the research, development, design, production, and sales of automotive pressure sensor products for high-precision and high-pressure applications, involving wafer design, wafer separation, MSG glass micro-melting process, packaging testing, and sensor integration.
    Bitsensing unveils new 4D imaging radar for autonomous vehicles
    Bitsensing has introduced the AIR4D Imaging Radar, a new 4D radar solution designed to help autonomous vehicle companies accelerate the deployment of autonomous fleets in real-world environments and at scale, according to a company press release dated May 13. The AIR4D Imaging Radar provides direct access to high-resolution 4D sensor data, including point cloud, Doppler and radar raw data outputs. The company said that this open-data approach enables autonomous vehicle developers to...
    Stradvision launches integrated AI perception platform for automotive OEM deployment
    Stradvision announced the commercial launch of an integrated perception platform engineered for automotive original equipment manufacturer deployment. This move unites Stradvision's vision stack with a leading Physical AI systems developer to provide a unified, execution-ready architecture for the global automotive industry. The partnership, established through a comprehensive multiyear collaboration agreement, bridges the gap between advanced software development and large-scale series produ...
    Ouster Rev8 OS lidar qualified for NVIDIA DRIVE Hyperion autonomous vehicle platform
    Ouster announced that its new Rev8 OS family of digital lidar sensors has been qualified to run on the NVIDIA DRIVE Hyperion platform, which is used to accelerate the development and deployment of Level 4 autonomous vehicles. As a vendor within the open NVIDIA DRIVE ecosystem, Ouster's Rev8 OS has met the requirements of the DRIVE Hyperion sensor qualification process. The company combines hardware readiness with full-stack software compatibility through optimized plugins for its entire sensor p...
    Aptiv Gen 8 radar platform selected by Volvo Cars for future vehicle safety features
    Aptiv announced that Volvo Cars has awarded Aptiv's Gen 8 radar platform for deployment in future cars, beginning in 2028. The platform is expected to support a range of safety and driver-assistance functions as both brands continue to evolve their vehicle portfolios around software‑defined architectures. “Volvo Cars has always been guided by a belief that safety should be designed around people and real-world driving conditions. Aptiv’s Gen 8 radar platform helps us deliver even m...
    Schaeffler and ThunderSoft partner on centralized vehicle computing platforms for software-defined vehicles
    Schaeffler has formed a strategic partnership with mainland China-based ThunderSoft to jointly develop and market central vehicle computing platforms for future vehicle architectures. The collaboration aims to support original equipment manufacturers as they move toward software- and AI-based vehicles, with a focus on modular and scalable solutions that reduce development outlay and system complexity and enable centralized software and data architectures. “Central vehicle computers are deve...
    AECS
    AECS Automotive Electronics' (Oyex) is registered as Jiangsu Auto Electronic Control System Technology Co., Ltd. Its main business covers electronic control products of new energy vehicles and traditional electric control products of powered vehicles. AECS was incubated at Suzhou Automotive Research Institute of Tsinghua University and has realized large-scale industrialization.
    Anhui RedPower Microelectronics
    Anhui RedPower Microelectronics Co., Ltd. manufactures and develops IGBT/FRD and silicon carbide MOS/SBD chip design and power module packaging testing and system application solutions. It focuses on energy markets, such as electric vehicles, wind power, photovoltaics, energy storage, and charging piles. Anhui RedPower Microelectronics Co., Ltd. was founded in 2019 and is based in Wuhu, China.
    AutoTalks
    Autotalks, Ltd. operates as a fabless semiconductor company focused on vehicle-to-everything (V2X) communications chipsets for manned and autonomous vehicles. The company provides chipsets and system-on-a-chip (SoC) solutions, including second-generation chipsets and the Tekton3 V2X SoC, that enable direct communications between vehicles and other road users and support multiple V2X technologies. It offers firmware for processing V2X information, integration with advanced driver-assistance syste...
    CATL
    Contemporary Amperex Technology Co., Limited, together with its subsidiaries, engages in the research, development, production, and sale of electric vehicle and energy storage system batteries in China and internationally. The company offers power battery systems, including cells, modules/battery boxes, and battery packs, as well as lithium iron phosphate, ternary high-voltage medium-nickel, ternary high-nickel, super hybrid, sodium-ion, and condensed matter batteries; energy storage battery sys...
    Chengdu Silicon Innovation Technology
    Silicon Innovation Microelectronics Co., Ltd. engages in the provision of interconnection chip solutions. Its products are used in industrial Internet, new energy vehicles, medical electronics, consumer electronics, and other scenarios. The company was founded in 2019 and is headquartered in Chengdu, China.
    Forge Nano
    Forge Nano, Inc. develops and manufactures atomic layer deposition equipment and provides surface engineering solutions for materials at both research and commercial scales. The company provides atomic layer deposition equipment and solutions for applying precision coatings to materials such as semiconductor wafers, ultra-high surface area powders, filters, membranes, and optical elements. It offers proprietary ALD platforms and tools, including Prometheus, Theia, Pandora, and Lithos systems, fo...
    Jiangsu Zhanxin Semi-Conductor Technology
    Jiangsu X-chip Semiconductor Technology Co., Ltd. engages in research and development, design, testing, and sales of analog chips and micro-modules. Its analog chip products primarily focus on power management chips, with sub-products including DC/DC converters, linear regulators (LDOs), load switches, and drain modulation chips. Its micro-module products can perform various functions such as isolated and non-isolated DC/DC conversion, logic control, signal modulation, and diode control. The com...
    Kneron
    Kneron, Inc. operates as a provider of integrated edge AI hardware and software solutions, enabling on-device AI inferencing and applications for various devices. The company provides solutions for vehicles, security devices, smart home products, and AIoT applications, including proprietary 3D face recognition using binocular, structured light, and time-of-flight technologies. Its offerings include AI algorithm models for image, audio, and video recognition, edge servers with AI system-on-chips ...
    Omnitron Sensors
    Omnitron Sensors Inc develops silicon photonics processes for Sensors that enable full autonomy of self-driving cars and drones. The company was incorporated in 2019 and is based in Los Angeles, California.
    porotech
    Poro Technologies Ltd, trading as Porotech, manufactures gallium nitride material. Its Porous GaN platform technology for semiconductor devices enables red, green, blue MicroLED chips with a single GaN material system. The company was incorporated in 2018 and is based in Sawston, United Kingdom.
    Quadric IO
    Qingtao (Kunshan) Energy Development Co., Ltd. manufactures and sells solid-state lithium batteries. It products include high safety portable equipment power supply products that are used in wearable equipment, children's electronic products, individual weapon equipment, abnormal shaped applications, and other aspects; special operation environment safety power supply system, which is used in distributed station power supply system, closed operation system power supply system, and other applicat...
    Scantinel Photonics
    Savari, Inc. builds software and hardware sensor solutions for OEM automotive car manufacturers, the automotive aftermarket, smart cities, and pedestrians. The company offers vehicle-to-vehicle, vehicle-to-infrastructure, vehicle-to-phone for pedestrians, and infrastructure-to-phone solutions based in vehicle-to-everything (V2X) sensor solution that connects cars to other old and new cars, infrastructure, pedestrians, and bicyclists. It also provides V2X middleware, V2X applications, road-side-u...
    SiMa.ai
    SiMa Technologies, Inc. develops and provides hardware and software platforms that enable machine learning and computer vision capabilities on edge devices. The company offers production silicon devices and board-level products for edge machine learning applications, supported by its proprietary silicon. It provides the Palette integrated software development platform and Palette Edgematic for end-to-end machine learning application development, deployment, and management on edge devices. Develo...
    Vayyar
    Vayyar Imaging Ltd. develops and provides 4D imaging radar and sensing technology solutions for applications such as security screening, automotive safety, healthcare monitoring, industrial automation, and retail analytics. The company offers 4D imaging radar-on-chip solutions and sensors for automotive safety, including in-cabin monitoring, advanced driver-assistance systems, autonomous vehicles, and motorcycle safety. It provides millimeter wave radar-based entry/exit control scanners for secu...
    VisIC Technologies
    VisIC Technologies Ltd. develops and produces gallium nitride (GaN) semiconductor devices for power electronics. The company provides GaN semiconductor devices and power modules, including products based on proprietary D3GaN technology, for applications in electric vehicles, renewable energy systems, data centers, artificial intelligence, and industrial systems. It develops GaN-based components designed to replace traditional silicon and silicon carbide components, focusing on power density, the...
    Infineon wins ITC ruling against Innoscience on gallium nitride
    The US International Trade Commission (ITC) has ruled in favor of Infineon in a patent infringement dispute involving gallium nitride (GaN) technology, ordering import and sales bans against Chinese rival Innoscience. The Full Commission's ruling affirms an initial determination from December 2025 and is subject to a 60-day Presidential review before taking effect. Infineon holds a broad GaN patent portfolio, comprising about 450 patent families. GaN semiconductors offer higher power density,...
    Indie Semiconductor to acquire ams OSRAM CMOS image sensor group for €40M
    Indie Semiconductor has signed a definitive agreement to acquire ams OSRAM's fabless CMOS image sensor group for €40 million, in a transaction aimed at strengthening its automotive advanced driver assistance system multimodal sensing portfolio. The carve-out, which has primary operations in Belgium and Portugal, is expected to close in the third quarter of 2026 and to be immediately accretive. The consideration consists of a €35 million cash payment at closing and a €5 million vendor debt ...
    Microchip Technology introduces LAN878x and LAN888x single pair Ethernet PHY families
    Microchip Technology announced the LAN878x and LAN888x families of Single Pair Ethernet (SPE) PHY transceivers, available in 100BASE-T1, 1000BASE-T1 and dual-speed 100/1000BASE-T1 variants, to address growing demand for secure, reliable and scalable Ethernet connectivity in automotive applications as designers adopt Single Pair Ethernet (SPE) and all-Ethernet architectures for software-defined vehicles (SDVs). The LAN878x and LAN888x PHYs integrate hardware-based MACsec security compliant wit...
    MINI details advanced safety technologies across model range including ADAS
    MINI has outlined the active and passive safety technologies fitted across its model range, highlighting repeated five-star European New Car Assessment Program (EuroNCAP) ratings. The BMW Group brand said that all current models are equipped as standard with up to 12 ultrasonic sensors, five cameras and five radar systems, which support a range of driver-assistance functions. Standard active safety equipment across the range includes lane-departure warning with steering intervention, front-co...
    AutoTechInsight Weekly - 11 May 2026
    Click the link above to download this week's issue
    Auto China 2026: Pateo and NVIDIA collaborate to debut software-hardware integrated AI box solution
    Pateo announced at the 2026 Auto China event in Shanghai that it has reached a series of deep collaborations with NVIDIA and a leading new-energy vehicle (NEV) original equipment manufacturer. The company said it is accelerating the transition of on-vehicle large models from technical verification to large-scale mass production and has achieved substantial progress in implementing in-vehicle AI large models and in applying advanced computing platforms. As automotive intelligence ent...
    Auto China 2026: Pateo signs MOU with Aumovio to jointly develop high-computing SoC platforms for SDVs
    Pateo Connect Technology (Shanghai) signed a strategic cooperation memorandum of understanding (MOU) with Aumovio Holding China Co. at the Beijing International Automotive Exhibition. The cooperation focuses on the joint development of high-performance cross-domain integration and artificial general intelligence (AGI) technologies, as well as global market expansion. Under the cooperation agreement, Pateo and Aumovio will leverage their respective research capabilities in high-computing ...
    Opel plans new all-electric C-segment SUV developed with Leapmotor
    Opel has unveiled a key project in its model strategy, a completely new, all-electric C-segment sport utility vehicle that would expand the carmaker's current portfolio. The new SUV is part of Stellantis and its Chinese partner Leapmotor's plan to deepen their strategic collaboration globally. According to the carmaker, the new electric SUV will not only serve as a blueprint for efficient global collaboration but also enable Opel to take a major strategic step forward in electrification and s...
    Hyundai Mobis unveils scalable 160-kW PE system for mainstream EVs
    Hyundai Mobis has developed a 160-kilowatt Power Electric (PE) system for general-purpose models, following its earlier development of a high-performance 250-kW PE system. The company also plans to complete the development of a 120-kW PE system tailored for small mobility vehicles by the first half of 2026. Through these developments, Hyundai Mobis aims to establish a drive system lineup covering all types of electric vehicles and to further enhance its global competitiveness in electrificati...
    Aerospace Hi-Tech
    Aerospace Hi-Tech Holding Group Co. (AHT), affiliated with China Aerospace Science & Industry Corp, is a civil-military inosculating high technology company. Since April 1999, AHT has been listed on the Shenzhen Stock Exchange, under stock symbol "Hangtian Keji" (Aerospace Hi-Tech) and stock code 000901. The company is present in 31 provinces in China as well as 30 countries and regions around the world.
    Aichi Steel
    Aichi Steel Corporation manufactures and sells steel materials, forged products, electronic functional materials and components, and magnetic products in Japan, the United States, Thailand, China, and internationally. It operates through Steel Company, Stainless Steel Company, Forge Company, Smart Company, and Others segments. The company offers specialty steel products, including carbon and alloy steel for machine structural use, H-shaped steel for structural use, alloy steel bolting materials ...
    Allegro MicroSystems
    Allegro MicroSystems, Inc., together with its subsidiaries, designs, develops, manufactures, and markets sensor integrated circuits (ICs) and application-specific power ICs for motion control and energy-efficient systems. Its products include magnetic sensor ICs, such as position, speed, and current sensor ICs; and power ICs comprising motor driver ICs, such as regulator, power management ICs, and LED driver ICs, and isolated gate drivers. The company sells its products to original equipment man...
    Amalgamations Group
    Amalgamations Group manufactures diesel engines, agricultural machinery, and various industrial components. The company offers generating sets, engine parts, polypropylene batteries, pistons, clutch assembly systems, engine bearings, industrial cutting tools, transmission components, fertilizers, automotive spare parts, engineering plastics dies, engineering instrumentation, and eco-friendly agricultural inputs. It serves businesses in India and international markets. The company was founded in ...
    APM Automotive Holdings
    APM Automotive Holdings Berhad, an investment holding company, designs, assembles, manufactures, produces, and distributes automotive and locomotive components in Malaysia, Indonesia, Vietnam, Europe, the United States, Australia, and internationally. The company operates through Suspension, Electrical and Heat Exchange, Interior and Plastics, Marketing, Indonesia, and All Other segments. It also provides leaf springs, parabolic springs, coil springs, shock absorbers, gas springs, U-bolts, and m...
    Berry Global
    Berry Global Inc. manufactures and sells non-woven products that are used within consumer and industrial end markets. The company offers bottles and canisters; multilayer sauce bottles for table sauces and condiments; containers; dispensing systems; inhalers and dose counters; technical components; polypropylene cups and lids; closures and overlaps; prescription vials; and extruded and laminated tubes. It also provides cloth and foil tapes, liners for splicing and laminating tapes, flame-retarda...
    Camel Battery
    The group is one of China’s comprehensive high and new technological enterprises, in research, development, production, and sale of VRLA (valve-regulated lead-acid) storage batteries. Camel Battery produces almost 200 kinds of VRLA batteries, winding batteries, dynamic lithium-ion batteries and starter batteries for automobiles, motorcycles, electric vehicles, vessels, and tractors. So far, the company has produced 32.95 million types of car battery, equal to 31.8 million Kilo Volt Ampere Hour...
    Cirrus Logic
    Cirrus Logic, Inc., a fabless semiconductor company, develops mixed-signal processing solutions and audio products in China, the United States, and internationally. The company offers audio products, including amplifiers; codecs components that integrate analog-to-digital converters (ADCs) and digital-to-analog converters (DACs) into a single integrated circuit (IC); smart codecs, a codec with integrated digital signal processing; standalone digital signal processors; and SoundClear technology f...
    Commercial Vehicle Group
    Commercial Vehicle Group, Inc., together with its subsidiaries, provides systems, assemblies, and components to the vehicle market and electric vehicle markets in North America, Europe, and the Asia-Pacific. The company operates in three segments: Global Seating, Global Electrical Systems, and Trim Systems and Components. The Global Seating segment designs, manufactures, and sells vehicle seats for the vehicle markets, including heavy duty (HD)trucks, medium duty (MD) trucks, last mile delivery ...
    Daedong System
    Daedong System Co.,Ltd. develops and produces auto parts, including body and chassis actuators, seat actuators, and gear boxes. It serves businesses in South Korea and internationally. The company was founded in 1980 and is based in Incheon, South Korea with additional offices in Poland, Mexico, and Morocco.
    Exide Industries
    Exide Industries Limited designs, manufactures, markets, and sells lead acid storage batteries in India and internationally. The company operates through two segments, Automotive and Industrial. It offers automotive, infrastructural, genset, solar, inverter, institutional uninterrupted power supply (UPS), and submarine batteries, as well as home UPS systems, integrated power back-up systems, and e-rickshaw vehicles. The company also manufactures and supplies recycled lead and lead alloys; offers...
    Flex - Global Headquarters
    Flex Ltd. provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, industrial, healthcare, industrial, and power industries. The company operates through two segments, Flex Agility Solutions (FAS) and Flex Reliability Solutions (FRS). The FAS segment offers flexible supply and manufacturing system comprising communications, enterprise, and cloud solution, which includes data, edge, and communications infrastructur...
    Grupo Antolin - Global Headquarters
    Grupo Antolin-Irausa, S.A.U., together with its subsidiaries, designs, develops, manufactures, and supplies automotive interior components for the automobile industry in the Asia-Pacific, Europe, Mercosur, NAFTA, and Africa. The company offers overhead systems and soft trims, door panels, and hard trims; and solutions based on advanced carbon materials for industrial applications in various sectors, such as energy, wind, aeronautics, sports, construction, chemicals, and automotive industry. It a...
    Hyundai KEFICO
    Hyundai KEFICO Corporation develops, manufactures, and supplies automotive electronic management systems. The company offers engine/powertrain control units; sensors, such as manifold absolute pressure, oxygen, air flow, throttle position, crankshaft position, camshaft position, fuel tank pressure, oil pressure, speed, differential pressure, CVVL position, and high pressure sensors, as well as inhibitor switches; and actuators comprising injectors, LPI and GDI injectors, GDI pumps, idle speed co...
    LG Balakrishnan
    L.G. Balakrishnan & Bros Limited manufactures and sells chains, sprockets, and metal formed parts for automotive and industrial applications in India and internationally. The company operates through Transmission and Metal Forming segments. It offers transmission products; sprockets and gears; sealed and standard, silent, bush and roller, and special application chains; mechanical, hydraulic, between chain, and compact tensioners, as well as guides; scooter, 4 wheelers and tractors, cogged V, po...
    LG Chem
    LG Chem, Ltd., together with its subsidiaries, operates as a chemical company in Korea, China, Asia/Oceania, the United States, Europe, and internationally. It offers ethylene-based synthetic resin products, such as ethylene vinyl acetate, high density polyethylene, low density polyethylene, linear low-density polyethylene, polyolefin elastomer, polyvinyl chloride, metallocene PE, and UNIQABLE, a recyclable all-PE packaging solution; and styrene-based synthetic resin, including acrylonitrile but...
    Lumileds
    Lumileds Holding B.V. manufactures and markets light-emitting diodes (LED) and automotive lighting products. It offers COB, color, UV, high power, mid/low power, automotive, display, and flash LEDs; matrix platforms; architectural lighting products, down-lights, high bay and low bay lighting products, indoor area lighting products, lamps, outdoor lighting products, and spotlights. It offers car, truck, and motorcycle lighting products; and LED lighting solutions for televisions, tablets, monitor...
    Magna - Global Headquarters
    Magna International Inc. operates as an automotive supplier in North America, Europe, the Asia Pacific, and internationally. It operates through four segments: Body Exteriors & Structures, Power & Vision, Seating Systems, and Complete Vehicles. The company offers design and vehicle concepts, complete vehicle engineering and integration, human-machine interface, developing modules and systems, platform solutions, prototyping and low-volume manufacturing, vehicle safety testing, aerospace, and int...
    Mahle - Global Headquarters
    MAHLE GmbH operates in the fields of electrification, thermal management, and energy efficiency solutions in Germany and internationally. The company operates through Engine Systems and Components, Filtration and Engine Peripherals, Thermal Management, Electronics and Mechatronics, and Aftermarket segments. The Engine Systems and Components segment provides steel and aluminum pistons, piston rings, cylinder liners, bearings, and valve train systems for cars, commercial and two-wheeled vehicles, ...
    Melexis
    Melexis NV designs, develops, tests, and markets advanced integrated semiconductor devices primarily for the automotive industry in Europe, the Middle East, Africa, the Asia Pacific, and North and Latin America. The company provides current, inductive position, latch and switch, magnetic position, speed, optical, pressure, temperature motor, and tire monitoring sensors ICs, as well as time-of-flight ICs; embedded motor, fan and pump, smart LED, pre-driver, and transceivers ICs, such as LIN, CAN,...
    Nichicon Global Headquarters
    Nichicon Corporation, together with its subsidiaries, engages in the development and production of electrical components in Japan, the United States, Asia, Europe, and internationally. It offers chip aluminum electrolytic capacitors; conductive polymer aluminum solid electrolytic capacitors; conductive polymer hybrid aluminum solid electrolytic capacitors; large can aluminum electrolytic capacitors; and miniature aluminum electrolytic capacitors. The company also provides film capacitors for xEV...
    NVIDIA
    NVIDIA Corporation operates as a data center scale AI infrastructure company. The company operates through two segments, Compute & Networking, and Graphics segments. The Compute & Networking segment provides data center accelerated computing and networking platforms and artificial intelligence solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment offers GeForce GPUs for gaming and PCs; Quadro/NVIDIA RTX GPUs for e...
    Oriental Holdings
    Oriental Holdings Berhad engages in automotive business. The company’s Automotive and Related Products segment retails and distributes motor vehicles; and manufactures engines, seats, and other related parts, as well as trades in spare parts, accessories, and related component parts. Its Plastic Products segment manufactures, assembles, and distributes plastic component parts; and manufactures plastic technical and industrial goods and equipment, and plastic articles and products. The company...
    Pacific Forging
    Jiangsu Pacific Precision Forging Co., Ltd. researches, develops, produces, and sells auto forging gears and other precision forgings for vehicle manufacturers and powertrain suppliers in China. It primarily offers automotive transmission combined gears and shaft parts, electronic differential lock gear, synchronizer ring gear, parking gears motor shafts and differential assemblies for new energy vehicles and high-end agricultural machinery, as well as automotive differential bevel gears. The co...
    Polytec - Global Headquarters
    Polytec Holding AG, together with its subsidiaries, develops, manufactures, and sells plastic solutions for passenger cars and light commercial vehicles, commercial vehicles, and smart plastic and industrial applications. It offers plastic and new mobility products, including reusable logistic boxes and containers, and infrastructure for e-mobility; truck, bus, and agricultural applications comprising exterior and aerodynamic parts, modules for agricultural machinery, and component systems for t...
    Qualcomm
    QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry worldwide. It operates through three segments: Qualcomm CDMA Technologies (QCT); Qualcomm Technology Licensing (QTL); and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software with connectivity and computing technologies for use in mobile devices; automotive systems for connectivity, digital cockpit, and ADAS/A...
    Silicon Motion
    Silicon Motion Technology Corporation, together with its subsidiaries, designs, develops, and markets NAND flash controllers for solid-state storage devices and related devices in China, Japan, Singapore, Taiwan, Korea, the United States, and internationally. It offers controllers for computing-grade solid state drives (SSDs), which are used in PCs and other client devices; enterprise-grade SSDs used in enterprise and hyperscale data centers; eMMC and UFS mobile embedded storage for use in smart...
    Socionext Inc.
    Socionext Inc. designs, develops, manufactures, and sells system-on-chip (SoC), and solutions/services centering on SoC worldwide. It offers application specific standard products in the areas of radar sensor, servers, image processing, video processing, digital TV, digital signage, automotive, medical healthcare, HDMI module, and IoT communication. The company also provides custom SoC solutions, as well as development support, subsystem service, IP macro service, design technology, and manufact...
    Strattec Security - Global Headquarters
    Strattec Security Corporation designs, develops, manufactures, and markets automotive security, access control, and user interface controls products in North America and internationally. The company offers mechanical and electronically enhanced locks and keys, fobs, passive entry passive start systems, digital key, phone as a key systems, steering column and instrument panel ignition lock housings, latches, power sliding door systems, power tailgate and lift gate systems, power deck lid systems,...
    Sundram Fasteners - Global Headquarters
    Sundram Fasteners Limited manufactures and sells components for the automotive, infrastructure, wind energy, aerospace, defense, farm equipment, industrial, aviation, and other sectors in India, China, the Americas, and internationally. The company’s products include high tensile fasteners, such as wind energy, automotive, engine, chassis, and aerospace and aviation fasteners; cold extruded parts, including gear blanks, transmission shafts, cams, starter sleeves and pinions, CV joint parts, an...
    Topy Industries
    Topy Industries, Limited engages in the steel, automotive, industrial machinery components, and other businesses in Japan. It provides section steel, such as H-section steel, channel steel, equal and unequal angle steel, unequal non-isopachous steel, flat steel, R-flat steel, bulb plate, ultra-thick wide flat, and deformed section steel products, including rims, super giant off-the-road rim wheels, track shoes, forklift mast materials, segment components, HSST rails, and Z-steel products, as wel...
    Xingmin Intelligent (formerly Xingmin Wheel)
    Xingmin Intelligent Transportation Systems (Group) Co., Ltd. engages in the research and development, production, and sales of automotive steel wheels in China. It offers passenger car imitation aluminum, passenger car, new energy vehicle, commercial vehicle tubeless lightweight, light truck tubeless, light truck steel, commercial vehicle steel, agricultural and forestry machinery wheels, and others, as well as snow wheels big tubeless, small tubeless, tubed wheel, and agricultural and engineeri...
    Yaskawa
    YASKAWA Electric Corporation engages in motion control, robotics, and system engineering businesses worldwide. It offers rotary servo motors, direct drive motors, linear motors/linear sliders, machine controllers, positioning sensor encoders, and servo amplifiers for use in industrial robots, semiconductor manufacturing apparatus, machine tools, flat panel display manufacturing equipment, and metal working machines; and arc and spot welding, handling/assembling, collaborative, biomedical, pallet...
    Yuchai
    China Yuchai International Limited manufactures, assembles, and sells diesel and natural gas engines for trucks, buses, pickups, construction and agricultural equipment, and marine and power generation applications. It operates through two segments, Yuchai and HLGE. The Yuchai segment manufactures on- and off-road powertrain solutions and applications. The HLGE is engaged in hospitality and property development activities. The company provides diesel engines comprising 4- and 6-cylinder diesel e...
    Zhejiang Jingu - Global Headquarters
    Zhejiang Jingu Company Limited research, develops, manufactures, and sells automobile wheels in China. It operates through Automobile parts manufacturing and Steel trading business segments. The company offers passenger car wheels, commercial vehicle wheels, trailer wheels, snow car wheels, split wheels, agricultural wheels, as well as low-carbon wheels under the name Avatar. It also exports its products. Zhejiang Jingu Company Limited was founded in 1996 and is headquartered in Hangzhou, China.
    Anello Photonics
    ANELLO Photonics, Inc. develops silicon photonics-based inertial navigation sensors and optical gyroscopes. The company provides silicon photonics-based optical gyroscopes and inertial navigation systems for high-accuracy positioning and orientation, particularly in GPS-denied environments. Its product portfolio includes the Anello GNSS INS for long-term navigation, the Anello Maritime INS for maritime applications, the Anello X3 for drones and UAVs, and the Anello IMU+ for construction, robotic...
    Cansemi
    CanSemi Technology Inc. engages in domestic semiconductor chip manufacturing in China. The company offers semiconductor chips and wafers using 180-90nm platform technology for industries including Internet of Things, automotive electronics, industrial control, and 5G. Its products include MOS, PMIC, MS, CIS, RFSOI and MCU. The company was founded in 2017 and is based in Guangzhou, China.
    MatriBOX Technology
    MatriBox is based in China.
    Renesas completes acquisition of Irida Labs to boost edge vision AI solutions
    Renesas Electronics Corporation has announced that a subsidiary of Renesas has completed the acquisition of Irida Labs, a Greece-based company specializing in embedded software for AI-powered visual perception systems. The acquisition is intended to strengthen Renesas' edge AI embedded processing offerings and enable system-level solutions that integrate physical AI and software to power camera and machine vision systems across the industrial, robotics, smart city, Internet of Things (IoT), agri...
    Innoviz Technologies and LOXO sign letter of intent to power next-generation autonomous delivery vehicles
    Innoviz Technologies announced that Switzerland-based LOXO has signed a letter of intent to integrate Innoviz's InnovizTwo Long-Range LiDAR into LOXO's Level 4 autonomous driving solution, Digital Driver. InnovizTwo is a core layer enabling Physical AI systems that must perceive, reason, and act in the real world under the laws of physics, supporting high-fidelity 3D understanding required for autonomous operation. Innoviz and LOXO are in advanced stages of testing and evaluation of InnovizTw...
    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....
    Tesla recalls nearly 219,000 vehicles in US to fix glitch in rearview camera
    Tesla has announced a recall of nearly 219,000 vehicles in the US due to a rearview camera delay that can last up to 11 seconds when shifting into reverse. The recall affects certain Model 3, Model Y, Model S, and Model X units from 2017 to 2024, all equipped with Tesla's Hardware 3 Full Self-Driving computer and running software version 2026.8.6. The delay violates Federal Motor Vehicle Safety Standard (FMVSS) 111 on rear visibility and increases crash risk by impairing the driver's ability to ...
    KKChips Automotive Electronics
    Altris AB engages in the production of cathode materials designed to produce sustainable batteries for generating affordable electricity. The company's products include highly sustainable, high energy density cathode materials and iron and sodium-based electrodes free from nickel, cobalt, and lithium and are used in rechargeable sodium batteries applied for stationary energy storage. The company enables users to use safer, environmentally friendly batteries free of toxic or expensive compounds, ...
    Machines With Vision
    Machines With Vision Ltd. provides technology solutions for railway infrastructure inspection and maintenance, focusing on positioning, computer vision, and automation systems. The company offers products and services that include enhanced positional accuracy systems for ultrasonic test units, computer vision-based track feature mapping, and combined video and positioning technology for switches and crossings inspection. It develops and maintains hardware sensor systems and software applications...
    Rebellions
    Rebellions Inc. develops and manufactures AI accelerators and supporting software infrastructure for efficient large-scale AI inference and deployment. The company provides AI accelerators, including NPUs such as Atom and Rebel, for applications in large language models, vision, and multi-modal AI. It offers a software stack, including the rbln SDK, supporting frameworks such as PyTorch and TensorFlow, and enables deployment, optimization, and serving of AI models on its hardware. The company su...
    Rivian explores making lidar sensors in US using mainland Chinese technology partnerships
    Rivian Automotive is considering making its own lidar sensors and may do so in partnership with a mainland Chinese firm, CEO RJ Scaringe said in an interview with Reuters on May 5. The Irvine, California-based electric-auto maker launched a plan to make its own chips in 2025 as part of a broader push to develop its proprietary self-driving technology, which would compete with Tesla products. Rivian said that a version of its R2 vehicles coming later in 2026 would include lidar sensors, whic...
    Aeva delivers Atlas 4D lidar C-samples to Daimler Truck and Torc Robotics
    Aeva announced that it has delivered initial C-sample units of its Aeva Atlas 4D lidar sensors to Daimler Truck North America and Torc Robotics, marking a major milestone in their collaboration for the future series production of SAE Level 4 autonomous Class 8 semitrucks. This C-samples delivery is a critical step toward the deployment of autonomous Freightliner Cascadia trucks in North America, where Aeva is the exclusive long-range lidar supplier. Atlas serves as a critical perception sensor i...
    Diodes introduces automotive 32-Gbps linear ReDriver for high-speed smart cockpit architectures
    Diodes Inc. (Diodes) has introduced the PI3EQX32904Q, an automotive-compliant, 32-Gbps, four-channel linear ReDriver designed to optimize signal integrity for high-speed protocols such as PCI Express (PCIe) 5.0 specification, SAS4 and CXL. The device targets smart cockpit architectures that integrate advanced driver assistance systems, infotainment systems and instrument clusters into a single unit, addressing the growing signal-integrity challenges posed by these AI-driven computing platforms. ...
    Neusoft Smart Go and Tencent Cloud form strategic partnership for AI cockpit solutions
    Neusoft Smart Go, a subsidiary of Neusoft Corp., has announced a strategic partnership with Tencent Cloud at the Auto China 2026 in Beijing. In line with the AI-defined vehicles trend, the two companies will focus on intelligent cockpits, on-device AI large-model applications, ecosystem content integration, in-vehicle cybersecurity and cloud services. By integrating their technologies and resources, they plan to develop AI-powered intelligent cockpit products and solutions designed to ...
    GlobalFoundries reports Q1 2026 revenue at $1.63 billion, up 3% YOY
    GlobalFoundries (GF) announced preliminary financial results for the first quarter ended March 31, 2026. The company reported revenue of $1.634 billion, representing a 3% year-over-year increase from $1.58 billion. Net income for the period reached $104 million, with the company maintaining a strong balance sheet featuring $3.8 billion in cash, cash equivalents and marketable securities. “GF delivered strong results in the first quarter, with all of our Non-IFRS profitability metrics at or ...
    Keysight expands collaboration with CATARC to establish joint charging test innovation laboratory
    Keysight Technologies announced an expanded strategic collaboration with China Automotive Technology and Research Center (CATARC) New Energy Vehicle Inspection Center, highlighted by the establishment of a Joint Innovation Laboratory for Charging Test Technology. The collaboration is intended to accelerate innovation in new-energy vehicles (NEVs) testing, standards development and charging technologies. As the global NEV market continues to scale rapidly, automakers and suppliers are fac...
    OToBrite showcases automotive-grade vision-AI at XPONENTIAL 2026
    Taiwan-based oToBrite has announced its participation in XPONENTIAL 2026 in Detroit, where it will showcase its latest automotive-grade Vision-AI technology. This exhibition marks a key milestone in the company's entry into the North American market. In collaboration with several Taiwanese industry partners, oToBrite is focused on enhancing the operational capabilities of unmanned vehicles and robotic systems in diverse, real-world settings. Key automotive-grade highlights: High...
    LG Electronics showcases hybrid emergency call solution and telematics capabilities
    LG Electronics has showcased its Hybrid Emergency Call (Hybrid eCall) solution at the 37th Meeting Week of the 5G Automotive Association (5GAA) held in Gothenburg, Sweden, on April 23. The presentation highlighted LG's telematics control unit (TCU) capabilities and its continued focus on vehicle connectivity technologies aligned with evolving European safety regulations. ECall is an in-vehicle emergency communication system that automatically transmits information such as vehicle location, vehic...
    Geotab integrates Polestar Fleet Telematics into MyGeotab across key global markets
    Geotab has announced the integration of Polestar vehicles into its original equipment manufacturer telematics network, enabling commercial fleet operators in North America, Europe and Asia-Pacific to access Polestar vehicle data directly within MyGeotab without requiring any aftermarket hardware. This integration, which supports all Polestar models, allows fleets to connect Polestar vehicles from day one and manage them on the same platform as other makes and models. Developed in collaboratio...
    Toyoda Gosei reports strong growth in FY 2025/26 profit as revenue rises 8.2% year over year to $7.2 billion
    Toyoda Gosei reported strong growth in revenue and profit in the fiscal year 2025/26, which ended March 31, 2026. Revenue increased 8.2% year over year to ¥1.15 trillion (nearly $7.2 billion), driven by increased production volumes at its customers. Higher revenue helped the Japanese supplier record a 32.9% year-over-year increase in operating profit to ¥79.6 billion and a 52.5% year-over-year increase in profit before taxes to ¥90.2 billion. Toyoda Gosei concluded the fiscal year with 70.7% ...
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