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    CES 2026 - Auto Show Report
    CES 2026 marked a clear shift in the automotive industry’s priorities. With demand for 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 fixed hardware.
    2026 Automotive Supplier Outlook
    In the wake of another tumultuous year for the global automotive industry, this report provides unfiltered insights directly from the front lines. S&P Global Mobility’s Matthew Beecham engaged with 59 senior executives from across the automotive supply chain to capture their experiences and strategies. Now in its third year, this comprehensive end-of-year analysis outlines the operational and strategic challenges suppliers faced in 2025 and how they are preparing for 2026. The suppliers...
    2026 Automotive Analyst Outlook
    S&P Global Mobility’s 2026 Automotive Analyst Outlook presents a comprehensive collection of insights, reflections and forward-looking perspectives from our team of analysts. Drawing on a year marked by volatility, innovation and adaptation, our experts examine how the global automotive industry navigated the challenges and opportunities of 2025 — from supply chain disruptions and regulatory shifts to the evolving landscape of electrification, connectivity and consumer preferences. Throu...
    Navigating the upcoming automotive DRAM chip shortage
    As we are just exiting the Nexperia crisis, a potentially more disruptive shortage of DRAM memory chips is on the horizon, expected to impact the automotive industry from Q1 2026. This webinar explores the origins of the shortage driven by soaring demand for High Bandwidth Memory (HBM) in data centers, assesses industry exposure across vehicle segments and regions, and discusses possible solutions along with their limitations.
    Canatu
    Canatu Oyj develops and sells carbon nanotubes (CNTs) and related products for the semiconductor, automotive, and medical diagnostics industries in Finland, the United States, Japan, and Taiwan. The company offers custom CNT synthesis reactors; CNT membrane for high-power EUV lithography and X-Ray filter applications; EUV pellicies to protect photomask for contamination while permitting high EUV transmission; optical filters for use in X-Ray filter applications; and inspection membranes that enh...
    RAYSEES
    Raysees (Shenzhen) Co., Ltd. operates as a provider of VCSEL (Vertical-Cavity Surface-Emitting Laser) chips and optical sensing solutions for various applications. The company provides VCSEL emitters, chips, modules, and driver boards for optical sensing and illumination, offering customized optical modules for uses such as 3D facial recognition, time-of-flight sensing, proximity sensing, 3D scanning, and AR/VR. It supplies VCSEL-based products for automotive applications, including lidar, night...
    Toyoda Gosei’s nine-month FY’2025/26 revenue increases to $5.3 billion
    Toyoda Gosei’s revenue increased 5.5% year over year to ¥830.6 billion (about $5.3 billion) in the first nine months of fiscal year 2025/26, ended Dec. 31, 2025, driven by an increase in vehicle production at original equipment manufacturer customers. Higher revenue, along with ongoing focus on cost efficiency, helped the Japanese supplier to record 11.5% year-over-year growth in operating profit to ¥52.5 billion. Toyoda Gosei concluded the nine-month period with a net profit of ¥43.9 billi...
    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 ...
    AutoTechInsight Weekly - 9 February 2026
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    Tokai Rika’s nine-month FY’2025/26 sales up 4.4% YOY to $3.1 billion
    Tokai Rika reported a 4.4% year-over-year increase in sales to ¥479.6 billion (about $3.1 billion) in the nine-month period of fiscal year 2025/26, which ended Dec. 31, 2025. Higher sales helped the Japan-based auto parts supplier record a 7.2% year-over-year growth in operating profit to ¥29.5 billion, resulting in an operating profit margin of 6.2% compared with 6% during the same period in the previous financial year. Tokai Rika concluded the first three quarters of the year with net p...
    Nearly half of auto parts exports from India to US to attract zero duty, says Indian Minister of Commerce and Industry
    The bilateral trade agreement finalized between India and the US will see nearly half of auto parts exported to the US attracting zero duty, Autocar Professional reported, citing Indian Minister of Commerce and Industry Piyush Goyal. “Some auto parts exports will attract zero duty, while others will face an 18% tariff. Around 50% of exports will be duty-free,” Goyal said on Feb. 7.   Before the deal, Indian auto component exports to the US were subject to an average tariff of about&n...
    Central Glass - Global Headquarters
    Central Glass Co., Ltd., together with its subsidiaries, engages in the chemical and glass businesses in Japan, Asia, Europe, and internationally. It offers glassware and automotive products, electronic materials, semiconductor, pharmaceuticals and agrochemicals, housing and industrial facilities, fluorine products, heat insulation materials, batteries, fertilizers, and other products. The company was formerly known as Ube Soda Industry Co., Ltd. and changed its name to Central Glass Co., Ltd. i...
    Eaton - Global Headquarters
    Eaton Corporation plc operates as a power management company in the United States, Canada, Latin America, Europe, and the Asia Pacific. It operates through Electrical Americas, Electrical Global, Aerospace, Vehicle, and eMobility segments. The company offers electrical components, industrial components, power distribution and assemblies, residential products, single and three phase power quality and connectivity products, wiring devices, circuit protection products, utility power distribution pr...
    Gentex - Global Headquarters
    Gentex Corporation designs, develops, manufactures, markets, and supplies digital vision, connected car, dimmable glass, and fire protection products in the United States, China, Germany, Japan, Mexico, the Republic of Korea, and internationally. It operates through Automotive Products and Other segments. The company offers automotive products, including interior and exterior electrochromic automatic-dimming rearview mirrors, automotive electronics, and non-automatic-dimming rearview mirrors for...
    Gongzhuling Zhongda
    Initially founded in 1951 as Gongzhuling Valve Core Factory, Gongzhuling Zhongda Co. produced the first tire valve cores in China. Zhongda produces valve cores with an annual production capacity of 300 million valve core units, 15 million valve stem units and 20 million automotive standard part units. Zhongda has fully automated production equipment, imported from Germany and Italy.
    Infineon - Global Headquarters
    Infineon Technologies AG develops, manufactures, and markets semiconductors and semiconductor-based solutions in Germany, Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, the Asia-Pacific, Japan, the United States, and the Americas. The Automotive segment offers automotive and industrial microcontrollers; analog and memory ICs; ethernet; power diodes and modules; power switches; sensors; transceivers; and voltage regulators for assistance and safety systems, comfort electronic...
    Lear - Global Headquarters
    Lear Corporation designs, develops, engineers, manufactures, assembles, and supplies automotive seating, and electrical distribution systems and related components for automotive original equipment manufacturers in North America, Europe, Africa, Asia, and South America. Its Seating segment offers seat systems, seat subsystems, keyseat components, seat trim covers, seat mechanisms, seat foams, and headrests, as well as surface materials, such as leather and fabric for automobiles and light trucks...
    OLSA
    OLSA is a company that specializes in the development and manufacturing of high-quality lighting systems, with a focus on headlights, tail lights, and small lighting. Recently, OLSA has become a part of Magna Lighting, a global leader in the industry.
    Romi
    Romi S.A. develops, manufactures, and sells machine tools, plastic processing machines, and cast parts. The company provides machine tools, such as machining and turning centers, vertical turning centers, CNC lathes and vertical CNC lathes, CNC borings, engine lathes, and heavy and extra-heavy-duty CNC lathes; plastic processing machines, including plastic injection, blowing, and molding machines; and casting and machined parts. It also provides presales and aftersales engineering services, tech...
    Texas Instruments
    Texas Instruments Incorporated designs, manufactures, and sells semiconductors to electronics designers and manufacturers in the United States, China, the rest of Asia, Europe, the Middle East, Africa, Japan, and internationally. It operates through Analog and Embedded Processing segments. The Analog segment offers power products to manage power requirements across various voltage levels, including battery-management solutions, DC/DC switching regulators, AC/DC and isolated controllers and conve...
    Varroc Group
    Varroc Engineering Limited provides aftermarket automotive components and solutions worldwide. It offers e-mobility solutions, such as traction motors, controllers, and DC-DC converters; ice powertrain solutions, including valves, transmission components, crankpins and balancers, and wiper motors; light engines, light control units, and exterior and interior lighting products; and human-machine interface solutions, which include digital instrument clusters, sensors, and ergonomic handlebar switc...
    AutoTechInsight Weekly - 2 February 2026
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    Forvia secures over $1 billion deal with major European automaker for North America operations
    Forvia has secured over $1 billion in new and expanded business with a major European automaker, involving products from its Seating, Interiors and Forvia Hella's Lighting business groups. The French supplier will produce these products across seven plants in the US and Mexico to support this customer's North American operations. Francois Tardif, executive vice president Americas, emphasized that these awards highlight Forvia as a reliable partner committed to advancing sustainable mobil...
    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 ...
    Stanley Electric - Global Headquarters
    Stanley Electric Co., Ltd., together with its subsidiaries, engages in the manufacture, sale, and import/export of automotive and other light bulbs in Japan and internationally. The company operates in automotive equipment products, component products, and electronic application products segments. It offers headlamp and turn signal lamp; rear combination lamp; interior; automotive light bulbs and accessories; visible light source; UV Light Source; Infrared Light Source; sensor; MEMS mirror; disp...
    Textron - Global Headquarters
    Textron Inc. operates in the aircraft, defense, industrial, and finance businesses worldwide. It operates in six segments: Textron Aviation, Bell, Textron Systems, Industrial, Textron eAviation, and Finance. The Textron Aviation segment manufactures, sells, and services business jets, turboprop and piston engine aircraft, and military trainer and defense aircraft; and offers maintenance, inspection, and repair services, as well as sells commercial parts. The Bell segment supplies military and co...
    thyssenkrupp - Global Headquarters
    thyssenkrupp AG, together with its subsidiaries, provides industrial and technology solutions and services in Germany and internationally. The company operates in five segments: Automotive Technology, Decarbon Technologies, Materials Services, Steel Europe, and Marine Systems. It offers axle assembly and logistics, body in white, camshafts and electric engine components, carValoo, dampers, dies, plant engineering for batteries and powertrain, prototypes, serial production, springs and stabilizer...
    Truck-Lite
    Truck-Lite Co., LLC operates as a Clarience Technologies company that designs and manufactures LED lighting systems and safety lighting solutions for commercial transportation and military vehicles, including commercial trucks, buses, trailers, and military vehicles. It offers products, such as lights, light mounting, reflectors, mirrors, maintenance, and alarms and switches. It also offers marker and clearance lights, warning lights, and heated lighting options, including the 34 Series 1.25 Rou...
    Len Technology
    Len Technology Ltd. manufactures electronic components, such as DC/DC switching regulators and linear regulators. The products can be used in automotive positioning system, assisted driving system, battery management system, motor drive, automotive air conditioning system, industrial automation, electric bikes, and consumer electronics. Len Technology Ltd. was founded in 2017 and is based in Wuxi, China.
    Hyundai Mobis reports 6.8% year-over-year increase in 2025 revenue to $42.4 billion
    Hyundai Mobis has reported strong growth in revenue and profit in the financial year ended Dec. 31, 2025. The leading automotive supplier from South Korea recorded a 6.8% year-over-year increase in revenue to 61.1 trillion won (nearly $42.4 billion), driving a 9.2% year-over-year increase in operating profit to 3.3 trillion won. Apart from higher revenue, Hyundai Mobis benefited from companywide cost control, which helped it to offset the impact of US tariffs. However, the company concluded the ...
    Neolite ZKW inaugurates new lighting facility in Pune, India
    Neolite ZKW Lightings Ltd., a joint venture between the ZKW Group and Indian supplier Neolite, has established a manufacturing facility in Pune, Maharashtra, to produce automotive lighting systems, Autocar Professional reported Jan. 23, 2026. The plant, which began operations in December 2025, is strategically located near the Mumbai-Pune-Nashik-Aurangabad automotive cluster, enabling the company to efficiently serve clients such as JSW MG Motor, Stellantis India, VE Commercial Vehicles and...
    AutoTechInsight Weekly - 26 January 2026
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    OLEDWorks supplies OLED panels for new Audi Q3 digital rear lights
    OLEDWorks has announced that it is supplying the organic light-emitting diode lighting panels in the digital next-generation display technology OLED rear combination lamps for the new Audi Q3 compact sport utility vehicle (SUV). Audi unveiled the third-generation Q3 in June 2025, introducing new personalization and intelligent lighting features. For the first time, customers can select digital OLED taillights powered by OLEDWorks' Atala Digital panels in the Q3 lineup, offering cust...
    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...
    Metair Investments
    Metair Investments Limited, together with its subsidiaries, manufactures, supplies, and distributes motor vehicle components and energy storage solutions in South Africa, Romania, and the United Kingdom. It operates in two segments, Energy Storage and Automotive Components. The company offers energy storage products, including automotive and industrial batteries, solar systems, back-up systems, standby systems, charging systems, battery distribution networks, batteries, and solar batteries for o...
    ZKW supplies advanced digital Matrix headlights featuring micro-LED technology to all-new Audi Q3 compact SUV
    ZKW Group is supplying advanced headlights for the new Audi Q3 compact sport utility vehicle. The Austria-based supplier has developed the digital Matrix LED headlights featuring micro-LED technology in collaboration with Audi's technical experts. Each headlight comprises 25,600 individually controllable micro-LED pixels, enabling precise light control and projection for enhanced road illumination with improved contrast and brightness. Moreover, the glare-free high beam is automatically controll...
    Valeo wins major contract to deliver smart interior lighting for global automaker
    Valeo has secured a significant supply order from a premium global automaker. The project will see Valeo use TactoTek’s innovative in-mold structural electronics (IMSE) technology to develop a new, automated and high-volume manufacturing process. This new solution will combine lighting and electronics into a single smart structure for car interiors. The design aims to create a sleek look and improve the in-cabin experience, reflecting a trend in the industry to integrate design, functi...
    AutoTechInsight Weekly - 19 January 2026
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    ams-OSRAM
    Austrian company ams offers sensor solutions for diverse applications including smartphones, mobile devices, smart homes and buildings, industrial automation, medical technology, and connected vehicles. the company’s product portfolio includes high performance sensor solutions, sensor ICs, interfaces and related software. The company has around 9,000 employees worldwide and 18 design centers across Europe, Asia and the United States. In December 2020, ams announced the successful public ten...
    Denso
    DENSO Corporation engages in the manufacture and sale of automotive parts in Japan, Rest of Asia, North America, Europe, and internationally. The company offers air-conditioning systems, including thermal management heat pump system, heat pump air-conditioning systems, personal heating and cooling devices, air quality system, heat exchangers, bus air-conditioning systems, automotive freezers, control system products, pick up systems, and cooling products, as well as heating, ventilation, and air...
    Osram - Global Headquarters
    ams-OSRAM AG engages in the design, manufacture, and sale of LED and optical sensor solutions in Europe, the Middle East, Africa, the Americas, and the Asia/Pacific. The company operates through Opto Semiconductors (OS), CMOS Sensors & ASICs (CSA), and the Lamps & Systems (L&S) segments. It offers white, color, UV-C, IR, and multi color LEDs, as well as LED modules and accessories; color and IR lasers; photodiodes and phototransistors; optical modules; and automotive and digital systems and lamp...
    Valeo - Global Headquarters
    Valeo SE, a technology company, designs, produces, and sells products and systems for the automotive markets in France, other European countries, Africa, North America, South America, and Asia. It operates through three segments: Power, Brain, and Light. The Power segment offers automotive thermal systems, including electric vehicle (EV) cooling systems, which comprise XL plate liquid coolers, high performance chillers, electrically driven compressors, front end cooling modules, and air intake m...
    DENSO invests $69 million in new logistics center in Lebanon, Tennessee
    DENSO plans to invest $69 million in constructing an advanced logistics center in Lebanon, Tennessee, which will retain 100 jobs in the area and enhance the company's operations and competitiveness in North America. The 280,000-square-foot facility is scheduled to begin construction in summer 2026 and open in spring 2027, replacing DENSO's current Wilson County, Tennessee, operations with a larger, technologically advanced space. The phased transition will ensure continuity for DENSO's workforce...
    ZKW Group appoints Sangbo Sim as new CFO
    ZKW Group, the Austria-based automotive lighting supplier jointly owned by LG Group and LG Electronics, has appointed Sangbo Sim as its new CFO, effective Jan. 1, 2026. Sim has replaced Sangwook Woo, who is returning to South Korea, after serving the company for three years.  Sim, who has been with LG Electronics since 2001, brings extensive financial and management expertise, having served in senior roles, including head of Business Improvement and head of Investor R...
    Forvia Hella collaborates with Volvo Cars to develop new headlamp for the all-new XC70 plug-in hybrid electric SUV
    Forvia Hella collaborated with Volvo Cars to develop a futuristic Thor's Hammer headlamp for the new XC70, the first plug-in hybrid electric sport utility vehicle from the Swedish carmaker. The headlamp maintains Volvo's iconic design while introducing advanced technology and enhanced functionality to improve safety and reliability. Volvo Cars unveiled the new plug-in hybrid SUV in September 2025.  "Safety is at the core of Volvo Cars’ DNA, expressed through design ...
    AutoTechInsight Weekly - 12 January 2026
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    S&T Motiv
    SNT Motiv Co., Ltd. engages in the production, development, and sale of products for defense and automotive industries in South Korea and internationally. The company offers motors, engine/transmission components, chassis, airbags, power train parts, shock absorbers; semiconductor machinery components; and defense products, as well as suspension modules, wheels and tires, and knuckles. It also provides electric/electronic products, such as vehicle information display, driving/parking assistance ...
    Toyoda Gosei introduces innovative LED lamp unit that projects moving patterned lights inside vehicle interiors
    Toyoda Gosei has introduced a new LED lamp unit designed to project moving, patterned lights inside vehicle interiors. This innovation is featured in the Lexus RZ1, a battery-electric vehicle from Toyota Motor. As automakers strive to enhance the in-car experience, demand has grown for interior illumination that responds to music or sensor inputs, such as approach notifications. Toyoda Gosei has responded by applying its proprietary optical engineering expertise to create LED lamps equipped w...
    AutoTechInsight Weekly - 5 January 2026
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    Clarios
    Clarios, LLC designs, manufactures, and supplies battery technologies for mobility and industrial applications in the Americas, Europe, the Middle East, Africa, and Asia. The company provides starting, lighting, and ignition batteries; and advanced battery technologies, which include flooded batteries and absorbent glass mat batteries, as well as develops and manufactures low-voltage lithium-ion battery technologies for various markets. Its batteries are used in commercial vehicle, motorcycle, m...
    Continental - Global headquarters
    Continental Aktiengesellschaft manufactures tire and develops and produces solutions for automotive manufacturers, industrial, and end customers worldwide. It provides tires for cars, trucks, buses, two-wheel, and specialist vehicles, as well as digital tire monitoring and management systems; and engages in the retail of tires. The company also develops solutions for industrial applications made from rubber, plastic, metal, and textiles; hoses, conveyor belts, air springs, and drive belts; and s...
    Dana - Global Headquarters
    Dana Incorporated, together with its subsidiaries, provides power-conveyance and energy-management solutions for vehicles and machinery in North America, Europe, South America, and the Asia Pacific. The company operates through four segments: Light Vehicle Drive Systems, Commercial Vehicle Drive and Motion Systems, Off-Highway Drive and Motion Systems, and Power Technologies. It offers drive systems, including axles, driveshafts, transmission, and wheel and track drives; motion systems, such as ...
    Kubos Semiconductors
    Kubos Semiconductors Ltd develops and commercialize semiconductors. It offers cubic-GaN technology and wafers for LED manufacturers. The company was incorporated in 2017 and is based in Cambridge, United Kingdom.
    Hyundai recalls more than 51,500 vehicles in US due to fire risk
    The US National Highway Traffic Safety Administration (NHTSA) announced that Hyundai Motor is recalling 51,587 vehicles in the US due to a potential fire risk arising from a short-circuit in trailer lights. This issue is attributed to the incorrect installation of the wiring harness. Vehicle owners have been advised to park their cars outside and away from structures until the recall repair is completed. Hyundai dealers will replace the trailer wiring harness at no cost to the owners. In rece...
    AutoTechInsight Weekly - 29 December 2025
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    Ficosa - Global Headquarters
    Ficosa International, S.A. researches, develops, manufactures, and markets advanced vision, safety, connectivity, and efficiency systems for the automotive industry. The company develops and manufactures rear-view mirrors, digital camera-monitor systems, and seat comfort components such as seat cushion mats, backrest supports, and lumbar systems with electric and pneumatic options. It supplies shifter systems, including manual and automatic gearshift assemblies, shift-by-wire systems, and relate...
    Freudenberg - Global Headquarters
    Freudenberg & Co. Kommanditgesellschaft manufactures and sells technical components and system parts for various business sectors in Africa/Australia, Asia, South and Central America, North America, Germany, Europe, and other European countries. The company offers battery, fuel cell systems, floor mats, and elastomer for the automotive industry; mechanical cleaning equipment and filter products for end users; develops and produces specialty lubricants, release agents, and a range of specialty ch...
    Hyundai Mobis - Global Headquarters
    Hyundai Mobis Co.,Ltd engages in the auto parts business in Korea, China, the United States, Europe, and internationally. It operates in two segments, Auto Parts and After-Sales Services. The Auto Parts segment sells auto modules and parts for manufacturing vehicles. The After-Sales Services segment engages in sale of after-sales services parts and accessories. It offers autonomous driving solutions, including driving, parking, in-cabin sensing, and electronic control; and lamps, such as headlam...
    Ichikoh - Global Headquarters
    Ichikoh Industries, Ltd., together with its subsidiaries, designs, develops, manufactures, and sells automotive lamps and other products for automobile manufacturers in Japan and internationally. The company offers head lamp, rear lamp, head lamp+rear lamp, and front combination lamp. It also provides lighting products; wipes; and mirrors. The company was founded in 1903 and is headquartered in Isehara, Japan. Ichikoh Industries, Ltd. is a subsidiary of Valeo Bayen S.A.
    Plascar
    Plascar Participacoes Industriais SA is engaged in manufacturing of a range of exterior and interior vehicle parts. The company product portfolio includes products such as bumpers, instrument panels, air diffusers, cup holders, side doors, door pockets, and carpets. Majority of its revenue is generated from its home market Brazil. The company’s key customers include FCA, Ford, Volkswagen, Hyundai Mobis, Renault, Nissan, Toyota, among others. In addition, the company is also involved in the man...
    Rear lighting technology and market analysis
    Our latest report on Rear lighting technology and market analysis provides a detailed analysis of current trends in rear lighting, key markets and major suppliers in this field. Additionally, the report examines the sourcing strategies of key automakers for rear lights.
    AutoTechInsight Weekly - 22 December 2025
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    TactoTek enters licensee agreement with ARRK SPG for its In-Mold Structural Electronics technology
    TactoTek has entered into a licensing agreement with ARRK SPG Pre-Series Tooling and Prototyping BV, a subsidiary of ARRK Corp., for its In-Mold Structural Electronics (IMSE) technology. As part of the agreement, ARRK SPG's expertise in pre-series tooling, precision engineering and high-quality production will support TactoTek’s global expansion of licensed IMSE manufacturers. As a development partner to automotive, lighting and industrial brands, ARRK SPG enhances the ecosystem with c...
    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...
    CES 2026: Valeo to showcase advance mobility technologies
    Valeo is set to participate in the Consumer Electronics Show (CES) 2026, presenting its latest mobility technologies aimed at enhancing vehicle sustainability, efficiency and safety. As a key partner to global automakers, Valeo will introduce integrated solutions that improve vehicle intelligence, energy management and visibility systems to elevate the user experience.  At CES 2026, Valeo will have a presence at three locations. The main booth at Central Plaza (Booth CP145) will feature ...
    Samvardhana Motherson completes acquisition of remaining 10% stake in Motherson Lumen Systems SA
    Samvardhana Motherson International Ltd. (SAMIL) has acquired the remaining 10% equity stake in Motherson Lumen Systems South Africa Pty. Ltd. This acquisition was carried out through Motherson Lumen Holding Ltd., which is an indirect wholly owned subsidiary of SAMIL. With this acquisition, Motherson Lumen Systems South Africa has become an indirect wholly owned subsidiary of the parent company. Motherson Lumen Systems South Africa operates a design, manufacturing and sales facility loca...
    AutoTechInsight Weekly - 15 December 2025
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    Bekaert - Global Headquarters
    NV Bekaert SA provides steel wire transformation and coating technologies worldwide. The company operates through four segments: Rubber Reinforcement, Steel Wire Solutions, Specialty Businesses, and Bridon-Bekaert Ropes Group. The Rubber Reinforcement Business segment develops, manufactures, and supplies steel cord and bead wire reinforcement solutions for the tire sector. The Steel Wire Solutions Business segment develops, manufactures, and supplies a range of steel wire products and solutions ...
    FAWAY
    Changchun FAWAY Group Automobile Components Co., Ltd., together with its subsidiaries, engages in the design, manufacture and sales of automotive interior and exterior parts and components in China. the company offers seats, dashboards, door panels, bumpers, headlights, steel wheels, rearview mirrors, and stamping parts. It is also involved in automobile parts wholesale; automobile parts retail; general cargo warehouse storage services; labor services; machinery and equipment leasing; non-reside...
    Guizhou Guihang
    Established in 1999, Guizhou Guihang Automotive Components Co. is engaged in production and sale of three business segments—automotive components, aviation electronics and equipment manufacturing. Guihang has the biggest market share of automotive seal strips in China and is the largest Chinese domestic producer of aluminum radiators. Guihang Automotive Components segment produces seal strips, switches, radiators, key assembly, wipers and lifters, on passenger cars, mini vehicles, medium- and ...
    Hella - Global Headquarters
    HELLA GmbH & Co. KGaA, together with its subsidiaries, develops, manufactures, and sells lighting systems and electronic components for automotive industry worldwide. It operates through three segments: Lighting, Electronics, and Lifecycle Solutions. The Lighting segment offers headlamps, combination rear lamps, and interior lighting products, as well as car body lighting including radomes, illuminated logos, and front phygital shields. The Electronics segment provides automated driving products...
    Mitsubishi Electric - Global Headquarters
    Mitsubishi Electric Corporation develops, manufactures, sells, and distributes electrical and electronic equipment in Japan, North America, rest of Asia, Europe, and internationally. It operates through Infrastructure, Industry & Mobility, Life, Business Platform, Semiconductor & Device, and Others segments. The company offers public utility systems comprising rolling stock and communication systems, and supervisory control and power supply systems; energy systems consisting of power transmissio...
    L.E.S.S.
    L.E.S.S. SA develops and manufactures fiber optic lighting solutions. The company offers functional fiber lighting products that use integrated nano-antenna technology within optical fibers, providing illumination characterized by intensity, uniformity, and compactness. Its Luxibright technology combines laser and nanoactive fiber optics to produce concentrated and stable light beams, suitable for industrial inspection, imaging systems, and residential or decorative applications. The company des...
    Marelli - Global Headquarters
    Marelli Corporation manufactures and sells automotive parts primarily in Japan, the Americas, Europe, China, and Asia. The company offers cockpit modules and interior products, such as instrument panels, air conditioning units, instrument clusters, integrated switches, and body control modules; and climate control systems comprising air conditioning units, intake blower units, compressors, condensers, receiver driers, and pipes. It also provides rotary and variable displacement compressors; and ...
    AutoTechInsight Weekly - 8 December 2025
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    Commercial Vehicle Group
    Commercial Vehicle Group, Inc., together its subsidiaries, provides systems, assemblies, and components to the vehicle market and electric vehicle markets; and manufactures customized products in the United States, Mexico, China, the United Kingdom, the Czech Republic, Ukraine, Morocco, Thailand, India, Australia, and internationally. The company operates in three segments: Vehicle Solutions, Electrical Systems, and Aftermarket & Accessories. The Vehicle Solutions segment designs, manufactures, ...
    CES 2026: LG Innotek to present autonomous driving and EV innovations
    LG Innotek plans to showcase a consumer-focused vision of its automotive technology during Consumer Electronics Show (CES) 2026, The Korea Herald reported Dec. 3, 2025. At the event, which will take place from Jan. 6 to Jan. 9, 2026, at the Las Vegas Convention Center West Hall, Nevada, the South Korea-based company will feature two full-scale vehicle mock-ups, demonstrating integrated systems for autonomous driving and electric vehicles. These systems will incorporate 35 products across the mod...
    AutoTechInsight Weekly - 1 December 2025
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    Multi-Code Electronics Industries
    MCE Holdings Berhad, an investment holding company, designs, manufactures, and supplies automotive electronics and mechatronics parts in Malaysia. It operates through two segments, Automotive Parts and Healthcare Services. The company offers parking sensor and camera systems comprising sensor display units, computer assy and clearance warning, sensor ultrasonic, senor and ultrasonic flush type, and camera assy television; functional switches consisting of vice IP and control switch assy, console...
    Audi to add new hardware and software features to the A5, Q5, A6, A6 e-tron and Q6 e-tron
    Audi is enhancing its model series with new features for electric models using the PPE platform and combustion-engine vehicles using the PPC platform. Chief Technical Officer Geoffrey Bouquot said that these innovations would improve the driving experience with updates in hardware, such as new headlights, and software enhancements in driver assistance and entertainment. The Audi S5 and S6 e-tron models now feature the "dynamic plus" mode, providing an intense driving experience with improved con...
    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...
    SLD Laser
    KYOCERA SLD Laser, Inc. commercializes laser light sources and develops laser-based products, including automotive headlight modules, fiberlight grille assemblies, and laser devices for optical communication. The company provides laser-based automotive headlight modules, fiberlight grille assemblies, and high-speed bidirectional links for underwater wireless optical communication. It offers custom-chip gallium nitride lasers and develops LaserLight technologies, including modules with white and ...
    Diodes unveils AL3069Q boost controller for automotive backlight applications
    Diodes has launched the AL3069Q, a 60-V boost controller designed for automotive backlight applications. This device features four 80-V high-precision current sink channels, which are suitable for larger LED display panels, and includes extensive diagnostic functions to ensure system safety and reliability. It is applicable in infotainment panels, instrument clusters and head-up displays. The AL3069Q operates with adaptive boost voltage control over a wide input voltage range from 4.5 V to 60 V,...
    Aumovio's nine-month adjusted EBIT more than doubles to €409 million despite drop in sales
    Aumovio reported a positive business performance in the first nine months of the current financial year ended Sept. 30, 2025, marking a solid beginning as an independent company. While sales declined 4.6% year over year to €14 billion, the Germany-based supplier recorded strong growth in adjusted earnings before interest and tax to €409 million, more than double compared to €166 million in the first nine months of 2024. The adjusted EBIT margin increased to 2.9%, driven by a higher gr...
    Valeo aims to triple revenue from India to €700 million by 2028 under Elevate 2028 strategy
    Valeo has placed a strong focus on India as a central part of its growth strategy, aiming to triple its revenue in the country to approximately €700 million by 2028 under the Elevate 2028 road map. This plan, revealed last week at Valeo's Capital Markets Day in Paris, represents a shift from a technology-centric turnaround to a financially disciplined strategy emphasizing growth. While the global strategy aims to improve margins, cash flow and sales growth starting from 202...
    AutoTechInsight Weekly - 24 November 2025
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    Renault Korea pushes fourth OTA software update for Grand Koleos SUV
    Renault Korea has announced the release of the fourth over-the-air (OTA) software update for its Grand Koleos sport utility vehicle, highlighting a strategic shift toward post-purchase digital upgrades in the automotive industry. This update provides existing Grand Koleos owners with access to several features available in the 2026 model-year version, eliminating the need to visit a service center. It is noted as one of the most extensive cycles of OTA updates applied to an internal combust...
    Flex-N-Gate - Global Headquarters
    Flex-N-Gate LLC operates as a supplier and manufacturer of automotive systems, including plastic, metal, mechanical assemblies, and lighting systems. The company provides design, manufacturing, and supply of components such as bumpers, receiver hitches, fascias, and lighting systems, including advanced lighting technologies for signature vehicle lighting. It offers expertise in battery development, covering chemistry, cell, module, and pack manufacturing, and supports electric vehicle programs a...
    Capital Markets Day 2025: Valeo outlines strategic plan, Elevate 2028; targets higher sales, profits and free cash flow
    On Nov. 20, Valeo presented its new strategic plan, Elevate 2028, at its Capital Markets Day event in Paris. The plan builds on the success of the French supplier’s previous strategic plan, Move Up, and outlines its financial growth trajectory for the next three years. Under the new strategic plan, Valeo aims to steadily improve profits, generate higher cash and return to sales growth by 2027, leveraging its established technology leadership in the automotive sector. “Since 2022, our Move...
    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...
    Toyoda Gosei's first half revenue up 3.8% year over year to $3.6 billion
    Toyoda Gosei reported a 3.8% year-over-year increase in revenue to ¥535.6 billion (about $3.6 billion) in the first half of the financial year 2025/26, which ended on Sept. 30, 2025. Excluding the impact of foreign exchange, revenue increased 6% year over year. Higher revenue enabled the Japan-based company to record an operating profit of ¥32.9 billion, up 14% year over year, while net profit increased 52.3% to ¥27.7 billion. Revenue in Japan increased 6.4% year over year to ¥222.4 ...
    Forvia Hella appoints Peter Laier as new CEO, effective Feb. 15, 2026
    Forvia Hella has announced the appointment of Peter Laier as its new CEO. Laier, who most recently served as a board member of ZF Group, will officially take over the CEO role at the Germany-based automotive electronics and lighting supplier on Feb. 15, 2026. Until then, Bernard Schäferbarthold will continue serving as the CEO. "Dr. Laier brings to Forvia Hella a strong global perspective and strategic mindset, as well as highly relevant expertise in the markets where Forvia Hella performs a...
    Forvia supplies advanced and sustainable interior trim parts for the new Renault Clio 6
    Forvia is supplying the instrument panel and center console for the new Renault Clio 6, which was presented at the IAA Mobility 2025 event in Munich. These components highlight the French supplier’s expertise in injection molding and surface finishing. The company integrates technical know-how, recycled materials and refined designs to deliver high-quality and visually appealing interiors. According to Forvia, its instrument panel and center console for the Renault Clio 6 are made using pla...
    AutoTechInsight Weekly - 17 November 2025
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    OPmobility aims to double US sales by 2030, opens new North American headquarters in Michigan
    OPmobility has reaffirmed its goal to double its sales in the US by the end of 2030, compared to 2024. The announcement coincided with the grand opening of its new North America headquarters in Troy, Michigan, on Oct. 23, celebrating 50 years of presence, investment and innovation in the US. The French supplier has a significant presence in North America, with 26 plants and nine research and development centers, employing nearly 8,000 people. In 2024, the company generated sales of €3.39 bi...
    OPmobility’s Q3 FY 2025 economic revenue slips 1% YOY to €2.7 billion
    OPmobility reported a 1% year-over-year decline in economic revenue to €2.7 billion in the third quarter ended Sept. 30, 2025. Revenue on a like-for-like basis, excluding foreign exchange impacts and scope of consolidation, increased 2.6% year over year. Consolidated revenue, which combines economic revenue and revenue from joint ventures, fell 3.8% year over year to €2.4 billion. During the third quarter, the French supplier experienced strong market momentum in North America and Asia, d...
    Front lighting technology and market analysis
    Our latest report on Front lighting technology and market analysis offers a detailed overview of how front lights in vehicles are becoming increasingly important for ensuring safer driving and creating brand- or model-specific design.
    Lumax Industries to invest $15.8 million in new manufacturing plant in Bengaluru, India
    The board of directors of India-based automotive lighting supplier Lumax Industries has approved the establishment of a new manufacturing plant in Bengaluru, Karnataka, CNBC TV 18 reported Nov. 7. The company will invest 1.4 billion rupees (about $15.8 million) in the greenfield facility, which will be funded through internal accruals. The plant will produce lighting systems for Maruti Suzuki and Toyota Motors. It is expected to become operational by the fourth quarter of the fina...
    AutoTechInsight Weekly - 10 November 2025
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    Ams OSRAM and DP Patterning present more efficient alternative for manufacturing automotive lighting components
    Ams OSRAM and DP Patterning have jointly developed a demonstrator that highlights the future direction of automotive lighting networks, featuring single-layer flexible printed circuit boards (FPCBs) instead of complex multilayer designs. This innovation promises significant environmental benefits, notably reducing CO2 emissions by up to 98% compared to chemical wet etching, according to the Fraunhofer Life Cycle Assessment (LCA). The demonstrator combines DP Patterning's dry printed circuit boar...
    Valeo Q3 sales remains stable at €5 billion, confirms annual financial targets
    Valeo’s sales increased 0.6% year over year to €5 billion in the third quarter ended Sept. 30, 2025. Sales on a like-for-like basis, excluding currency impacts and scope of consolidation, increased by 3.5% over the third quarter of 2024. Original equipment (OE) sales, at €4.2 billion, were up by 3.7% on a like-for-like basis, driven by strong performance in the Power and Light divisions. In Europe, OE outperformed overall automotive production, while China's performance improv...
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