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    FISITA World Mobility Conference 2025: Key themes and concerns for the automotive industry
    One thing is abundantly clear after the FISITA World Mobility Conference (WMC) last week. Megatrends impact everything. No longer can chassis development, braking, safety validation and so forth stand alone without impact from the broader drive towards electrification, the AI revolution or SDVs, to name a few.  The event’s sessions gave the impression that electrification is already baked into the industry, particularly in Europe where the debate on (regulation-pushed) direction is ...
    Beyond horsepower: Compute becomes the new competitive edge for OEMs
    Automotive compute power is becoming a defining metric of vehicle capability — not just for autonomy, but across cockpit systems, connectivity and life-cycle software deployment. As vehicles transition toward centralized electrical/electronic (E/E) architectures and software-defined platforms, silicon performance is now a core determinant of what a vehicle can do — and how long it will remain competitive in the field. Two metrics have emerged as industry standards for measuring this compu...
    Quest for alternate e-motor solutions amidst China’s export restriction on rare earth elements
    Responding to global trade issues, on April 4, mainland China imposed limitations on exporting various medium and heavy rare earth metals such as samarium, gadolinium, terbium, dysprosium, lutetium, scandium and yttrium. The country controls approximately 90% of commercial REE production and its refining process, thereby holding a dominant position in the REE sector. In addition to these metals, the announced restriction also applies to permanent magnets, which could more rapidly disrupt global ...
    Greater China leads the charge in eDrive integration
    The adoption of integrated eAxle systems is gaining momentum as automakers and suppliers strive to enhance efficiency, reduce weight and lower costs. These systems consolidate essential components of the electric powertrain — such as e-motors, power electronics and transmission — into compact units, optimizing performance and energy utilization. In addition to increased efficiency, benefits of highly integrated systems include reduced costs and weight, fewer components, and significant space...
    Suppliers to the new Audi A6
    The new Audi A6 is manufactured at parent Volkswagen Group’s factory in Neckarsulm, Germany. The A6 range of premium large cars is underpinned by the MLB3 platform. Production of the A6 is expected to peak at more than 77,507 in 2026  according to a forecast from S&P Global Mobility.   Image Source : Audi  Suppliers to the new Audi A6 COMPONENT NAME SUPPLIERS Low-Voltage Battery  [12v] Clarios Tunnel ...
    Policy changes, surging demand for hybrid vehicles increases shelf life for ICE vehicles
    Even as several countries continue to derisk their global manufacturing and supply chain footprints amid geopolitical volatility, tariffs and trade conflicts, looming socio-economic challenges such as the rising cost of living and inflation have led to increased consumer preference for more affordable internal combustion engine (ICE) vehicles. This broad global trend is also supported by a slowdown in the demand for higher priced battery-electric vehicles (BEVs) and the lack of adequate and reli...
    A look at US propulsion supply chain – Take 2
    Since taking office on Jan. 20, 2025, US President Donald Trump has made several announcements that significantly influence the automotive industry. In our previous analysis, "A Look at the Current Propulsion Supply Chain Landscape in the US," we explored the US propulsion supply chain, anticipated announcements from the Trump administration, and the dynamics of imports versus domestic production. In this article, we will assess the key announcements made by the second Trump administration and t...
    Auto supply chain: Merge or miss out?
    The 2020s have not been auspicious for the automotive industry or the automotive supply chain. Increasing regulatory stringency regarding emissions and fuel economy, the topsy-turvy transition to electric vehicles, the rise of software-defined vehicles (SDVs) and, more recently, tariffs and counter-tariffs imposed by various countries have all contributed to the current turmoil. All this followed the COVID-19 pandemic at the beginning of the decade, which caused widespread auto supply chain...
    Reinventing the wheel for electric vehicles
    The automotive industry is undergoing a significant transformation as it shifts toward electrification and sustainability. Among the innovations driving this change are in-wheel electric motors, which offer a unique approach to vehicle design and performance. These systems integrate the motor directly within the wheel hub, potentially simplifying vehicle architecture by minimizing the need for traditional components, such as transmissions and driveshafts. This design not only aims to simplify ma...
    EC’s Industrial Action Plan: Navigating challenges and driving toward zero emissions
    On March 5, 2025 the European Commission (EC) rolled out an Industrial Action Plan to define a framework that can help ramp up Europe’s research and development (R&D) and industrial capacities amid the global transition to zero-emission vehicles (ZEVs). This action plan seeks to build upon the Strategic Dialogue on the Future of the European Automotive Industry, initiated by EC President Ursula von der Leyen in January, to address the critical challenges confronting the European autom...
    In retaliation to US tariffs, mainland China flexes its monopoly on rare earth metals again
    Even as global trade reels under the impact of the Trump administration’s tariffs, countries are in for another jolt from the other end of the world. In response to the US tariffs, mainland China has imposed its own limitations on exporting various medium and heavy rare earth metals, a sector in which it holds a dominant position. According to reports, mainland China controls more than 90% of global rare earth metal production. These key metals are used in almost all manufacturing industrie...
    Shift happens: Suppliers drive home higher profits than OEMs in Q4 2024
    The automotive industry has long been recognized as a high-capital, low-return sector, grappling with various economic pressures and competitive challenges. In recent years, the landscape has shifted dramatically, particularly with the rise of mainland Chinese automotive companies. Here we review the profitability trends between original equipment manufacturers (OEMs) and suppliers, and the implications of macroeconomic factors that shape the industry. The automotive sector is currently in tu...
    Strategic consolidation: AAM's acquisition of Dowlais Group
    On Jan. 29, American Axle & Manufacturing (AAM) entered into a definitive agreement to acquire Dowlais Group through a combination of cash and stock, which values the UK-based firm at approximately $1.44 billion. Dowlais Group owns GKN Automotive and GKN Powder Metallurgy. Following shareholder and regulatory approvals, the transaction is anticipated to close by the fourth quarter of 2025. Potential synergies of AAM-Dowlais deal a.  AAM’s current business scenario AAM’s bus...
    Is BYD’s new platform the technological inflection point EVs need?
    The adoption of electric vehicles has not progressed as smoothly as anticipated five years ago. Many have questioned whether the transition to EVs is beneficial, as concerns about their practicality in everyday use persist, despite the advantage of zero tailpipe emissions. According to the S&P Global Mobility consumer survey conducted in 2024, primary concerns include the availability of charging stations, long charging times and the range on a single charge. Nearly half of the respondent...
    Sustainability practices in the automotive supply chain
    The automotive industry is transforming as it faces sustainability pressures and must adapt to changing market dynamics. Recently, the focus on sustainability has intensified due to regulatory requirements, consumer demand for greener products and the urgent need to combat climate change. The S&P Global Mobility 2025 Supplier Outlook highlights the sustainability practices being adopted across the automotive supply chain. The growing pressure for sustainability Luz Mauch, executive vic...
    Navigating change: How automotive suppliers are adapting to consumer demands
    The automotive industry is rapidly evolving, shaped by shifting consumer preferences and economic pressures. Suppliers must be agile and proactive, swiftly responding to consumer demands while balancing production costs and profitability in a fiercely competitive market. The S&P Global Mobility 2025 Supplier Outlook emphasizes the need for suppliers to tackle these market changes head-on. Consumer behavior in flux Economic factors are key in shaping how consumers behave. In turn, these...
    Teamwork makes the dream work in automotive
    In an era where vehicles are as much about software as they are about steel, partnering has become essential rather than just beneficial. It is the powerhouse driving advancements in connected vehicles, autonomous driving innovations and sustainable practices within the automotive industry. However, collaboration in this sector can be a double-edged sword; while it sparks innovation, it also presents challenges. Cultural clashes, intellectual property dilemmas and the need for agility in respons...
    Charting a course through automotive supply chain disruptions
    The automotive industry is grappling with a myriad of supply chain disruptions that have become increasingly common since the pandemic struck. In addition to Brexit complexities, rising material costs, natural disasters, geopolitical tensions and economic instability are forcing companies to rethink their logistics and sourcing strategies on the fly. While improvements are anticipated in the global car chip shortage, challenges persist. As Nimish Ashar, associate director of E/E & Semicon...
    Steering through regulations in the automotive sector
    As the automotive industry evolves, suppliers must prioritize regulatory compliance due to stricter environmental laws linked to climate change. Investing in new technologies is essential to avoid penalties and enhance competitiveness. We examine the regulatory challenges facing suppliers and share insights from industry executives in S&P Global Mobility’s 2025 Automotive Supplier Outlook. Regulatory pressures: A catalyst for change Automotive suppliers are facing numerous challenges...
    Facing the skills crisis in the European automotive sector
    The European automotive supply industry is currently grappling with a severe labor shortage, exacerbated by record attrition levels that have plagued it over the past few years. This alarming situation has led to job losses that surpass even the darkest days of the pandemic. Despite optimistic forecasts for new job creation, the reality reveals a staggering net loss of nearly 56,000 positions since 2020, with the worst yet to come, according to The European Association of Automotive Suppliers (C...
    The impact of semiconductor tariffs on automotive costs: A quantitative analysis
    Amid escalating trade tensions, US President Donald Trump has intensified pressure on key industries with a series of executive orders, ordering a review of US trade agreements and signaling further tariffs on automotive, semiconductors and pharmaceuticals. With a potential 25% tariff on all imported vehicles and new steel and aluminum tariffs set to take effect on March 12, 2025, the automotive sector faces mounting uncertainty. With the rise of software-defined cars, semiconductor content p...
    Suppliers to the new Audi Q5
    The Audi Q5 is manufactured at  the plant in San José Chiapa, Puebla .Production of the car is expected to peak at 105120 in 2025, according to a forecast from S&P Global Mobility. One of Audi's modern plants is in San José Chiapa, which opened its doors in 2016. IIt is highly flexible and perfectly adaptable for the production of new vehicles. For the new Q5, the company has managed to change its systems during ongoing operations with minimal disruption, enabling a ...
    Bharat Mobility Global Expo 2025 reflects growing appetite for EVs in India
    The Indian electric vehicle industry seems to have entered the fast lane. The market is flush with new EV models, charging infrastructure is growing, and most of all, sales are rising. Nearly 100,000 EVs were sold in the country in 2024, a 20% growth compared to the previous year. The enthusiasm for EVs was quite visible at this year’s Bharat Mobility Global Expo, the leading auto show in India, now in its second year. The event held from Jan. 17–22 had more than 1,500 exhibitors and reco...
    How tech, supply chain stack up for a joint Honda-Nissan holding company
    On Dec. 23, 2024, leading Japanese carmakers Nissan Motor Co. and Honda Motor Co. signed a memorandum of understanding (MOU) to further ongoing discussions for establishing a joint holding company, overarching the Honda and Nissan brands. While the merger could create the world’s third-largest vehicle manufacturer by sales, Nissan and Honda expect that the revenue of a joint holding company could exceed ¥30 trillion ($192.66 billion) with a 10% operating profit margin. This level of profit...
    Automotive Supplier Outlook 2025: Volume 4 Companies P - Y
    S&P Global Mobility’s Matthew Beecham has engaged senior executives from 42 suppliers in the automotive supply chain for an end-of-year interview initiative. This initiative seeks to gather valuable insights into the challenges faced in 2024 and the strategies being formulated for 2025, prioritizing genuine experiences over elaborate strategies. This report is the final volume in a four-part series. The key discussion points include the challenges faced by automotive suppliers in 2024, ...
    Automotive Supplier Outlook 2025: Volume 3 Companies K - N
    S&P Global Mobility’s Matthew Beecham has engaged senior executives from 42 suppliers in the automotive supply chain for an end-of-year interview initiative. This initiative seeks to gather valuable insights into the challenges faced in 2024 and the strategies being formulated for 2025, prioritizing genuine experiences over elaborate strategies. This report is the third of four volumes. The key discussion points include the challenges faced by automotive suppliers, including increased r...
    Talking Heads: Looking forward to 2025 - Key themes
    As we approach the end of 2024, our Talking Heads series delves into conversations with the practice leads at AutoTechInsight. The aim is to explore the challenges and opportunities that lie ahead in their respective domains. In 2024, the automotive sector faced a series of challenges that tested its adaptability. Supply chain disruptions, coupled with declining raw material costs like lithium, added to these difficulties. Amidst these challenges, manufacturers began pivoting toward plug-in h...
    A look at the current propulsion supply chain landscape in the US
    Policies by Trump administration in 2016-20 Before examining the potential effects of Trump’s victory on the automotive sector in the US, especially regarding the supply chain for propulsion components, it is essential to review the significant automotive policies and decisions made during his first term as president. Safer Affordable Fuel-Efficient (SAFE) Vehicles Rule: Rolled back fuel economy standards from the previous administration, aiming for a 1.5% annual increase in fuel effi...
    Automotive Supplier Outlook 2025: Volume 2 Companies E - I
    S&P Global Mobility’s Matthew Beecham has engaged senior executives from 42 suppliers in the automotive supply chain for an end-of-year interview initiative. This initiative seeks to gather valuable insights into the challenges faced in 2024 and the strategies being formulated for 2025, prioritizing genuine experiences over elaborate strategies. This report is the second of four volumes. The key discussion points include ongoing supply chain disruptions, labor shortages, and regulatory ...
    Automotive Supplier Outlook 2025: Volume 1 Companies A - D
    S&P Global Mobility's Matthew Beecham has engaged senior executives from 42 suppliers in the automotive supply chain for an end-of-year interview initiative. This initiative seeks to gather valuable insights on the challenges faced in 2024 and the strategies being formulated for 2025, prioritizing genuine experiences over elaborate strategies. This report is the first of four volumes published in late 2024. Key discussion points encompass significant trends impacting suppliers, such as sh...
    Tariff trouble: Will Mexico's auto investment engine splutter?
    In the aftermath of the US election, President-elect Donald Trump’s impending return to the Oval Office has sparked widespread speculation about the implications of his second term, particularly in the automotive sector. As the world watches, the intersection of politics and innovation becomes a focal point, with the administration's stance on the Inflation Reduction Act (IRA) and its impact on electric vehicle supply chains taking center stage. Meanwhile, the alliance between Elon Musk and th...
    The shift to hybrid technology in the face of the BEV slowdown
    The global slowdown in battery-electric vehicle (BEV) demand has prompted many original equipment manufacturers (OEMs) to adopt a multipath strategy rather than solely focusing on electric vehicles. This decline in BEV uptake can be attributed to various factors, including regional policies, shifting consumer sentiments and the slow development of charging infrastructure and longer charging times. Despite significant improvements in the range of BEVs, these challenges, combined with their hig...
    Hydrogen revolution: Highlights from IAA Transportation 2024
    1. FCEVs and hydrogen ICE-based vehicles HYVIA HYVIA presented the hydrogen-powered Renault Master H2-Tech Prototype, featuring a 700 km range and a 5-minute refueling time. This prototype is designed to serve professionals with versatility in van, floor cab and chassis cab configurations. It includes an integrated hydrogen architecture, optimized energy efficiency and a new-generation fuel cell produced at HYVIA's Flins plant. The vehicle offers a choice of two H2 fuel tanks (7.5 or 9.0 k...
    From 2-in-1 to 12-in-1: The trend of highly integrated eAxle systems
    eAxles combine the different components of an electric powertrain, i.e., e-motors, power electronics, transmission and thermal components into a single package, to create a compact, lightweight and efficient solution that provides superior performance and higher efficiency. The most basic eAxle configurations are the “2-in-1" system and "3-in-1" system. In a “2-in-1” system, the e-motor is integrated either with the inverter or transmission, whereas in a “3-in-1” system, the e-motor...
    Funding must continue for the development of FCEV ecosystem
    While many initiatives aim to boost FCEV adoption, most focus on commercial and heavy-duty vehicles, where FCEVs are better suited for long hauls compared to battery-electric vehicles (BEVs). In the light-vehicle segment, ‎the lack of hydrogen fueling stations is a significant barrier to widespread adoption. Building a comprehensive network of stations requires substantial investment. Moreover, FCEVs are currently more expensive than BEVs, mainly due to the high cost of fuel cells. Continui...
    Suppliers to the BMW 1-Series
    The Fourth-generation BMW 1-Series is manufactured at its Group Plant Leipzig in Germany. Production of the car is expected to peak at 113774 in 2025, according to a forecast from S&P Global Mobility. Image Source : BMW  Suppliers to the BMW 1-series COMPONENT NAME SUPPLIERS Exterior Mirror Motherson Sumi Systems Oil Suction Filter IBS Filtran Hot End Assembly Boysen Hose & Tube Protection De...
    Making waves in the autonomous driving industry: Wayve’s funding splash
    Wayve's recent funding represents the largest AI fundraising in the UK to date. One notable aspect of Wayve's approach to automated/autonomous driving technology is its focus on empowering a variety of manufacturers through its 'Embodied AI' technology. Unlike many competitors that rely heavily on high-definition maps and pre-programmed routes, Wayve utilizes a machine learning model that learns from vast amounts of data, simulating human learning. This adaptability enables Wayve's system to han...
    Impact of US tariff on permanent magnets imported from mainland China
    Announcement of US tariffs On May 14 the US announced changes in tariffs to thwart imports of electric vehicles, lithium-ion batteries and critical minerals such as graphite and permanent magnets from mainland China. As per the official announcement, in 2024, the tariff on EVs imported from mainland China will increase from 25% to 100%, the tariff on lithium-ion EV batteries will increase from 7.5% to 25%, and the tariff on battery parts will increase from 7.5% to 25%. The new tariffs will ta...
    How the software-defined vehicle trend is driving innovation in chassis features
    Steer-by-wire technology (SbW) eliminates the mechanical connection between the steering wheel and steering rack, relying solely on electronic communication. It offers numerous benefits for manufacturers and drivers, including the ability to produce a “dry” chassis without hydraulic fluid. It also opens possibilities for semi-autonomous safety systems and alternative steering controls. The systems are fully redundant, ensuring backup functionality in case of hardware or software failures. Sb...
    Interview: Protean Electric on in-wheel motors
    Founded in 2008, Protean Electric is a key player in IWM technology and development. Its core technology centers around in-wheel electric drive solutions, notably the patented ProteanDrive® system. The system has in-wheel motors integrated with power electronics, digital control and a compatible friction brake, and offers advantages such as high torque density, enhanced efficiency and improved vehicle packaging. Protean’s IWMs have been used by Dongfeng Motor in its passenger cars E70 and Voy...
    Baltimore: Not another port in automotive’s stormy recent history
    As the world awoke on the morning of March 26 to the news that there had been a crash involving a container ship and the Francis Scott Key Bridge in the city of Baltimore, which had caused the bridge to collapse, immediate thoughts were with the safety and welfare of all concerned. Six people are missing, presumed dead in the tragic aftermath. Traffic through the port will be suspended until further notice and looks set to cause disruption to trade and supply chains. One of the sectors that w...
    Not all things begin and end with Tesla: Mexico's burgeoning automotive supply chain
    As with everything that Tesla says and does, its investment in Mexico for a new vehicle plant has attracted much attention. The latest hubbub around the Santa Catarina, Nuevo Leon, plant surrounds reports that Tesla is looking to invite its mainland Chinese suppliers at its operations in Shanghai to join it in investing in Mexico. That it is looking to bring some of its mainland Chinese suppliers to Mexico is not surprising. Original equipment manufacturers (OEMs) do this all the time. They have...
    EPA's updated emission proposals: A balancing act between environment and industry
    The updated EPA proposal for light- and medium-duty vehicles On March 20, 2024, the US Environmental Protection Agency (EPA) announced the final rules related to light- and medium-duty vehicles. The final Multi Pollutant Emissions Standards for Model Years 2027 and Later Light-Duty and Medium-Duty Vehicles expand on the EPA’s existing emissions standards for passenger cars and light trucks for model years (MY) 2023 through 2026. The rules are technology-neutral and take advantage of develop...
    Electric motor market set to rocket: China leads, eAxle drives growth
    Rapid expansion in the electric motor market is on the horizon, driven by the eAxle market and evolving technologies. As original equipment manufacturers increasingly keep design in-house but outsource production, who stands to gain? S&P Global Mobility forecasts a fourfold increase in the electric motor market in the next 12 years, with an expected production of over 120 million motors by 2034. The eAxle market is set to drive this growth, with its motor production share projected to inc...
    Suppliers to Chevrolet Traverse
    The Chevrolet Traverse is produced at at the GM Lansing Delta Assembly Plant in Delta Township. Production of the car is expected to peak at 142127 in 2024, according to a forecast from S&P Global Mobility.     Image Source: Chevrolet Suppliers to Chevrolet Traverse COMPONENT NAME SUPPLIERS Spring Seat Isolators Vibracoustic Upper and Lower Body Structure Multimatic Tubular Stabilizer Bars M...
    Mainland China's latest ban to intensify diversification of rare earth magnet supply chain
    1. What has been banned by Mainland China? On December 21, 2023, mainland China imposed a ban on the export of rare earth magnet-making technology. The country’s Ministry of Commerce released a revised version of the Catalogue of Technologies Prohibited and Restricted from Export, which includes the ban on export of technology used for making rare earth magnets. As per the country, the revised ban and regulations are implemented with the intent to safeguard its national security and public ...
    Suppliers to Skoda Superb
    The fourth-generation Skoda Superb is produced at the automaker’s factory in Bratislava. Production of the car is expected to peak at 45183 in 2024, according to a forecast from S&P Global Mobility.          Image Source : Skoda   Suppliers to Skoda Superb COMPONENT NAME SUPPLIERS Wiring Harness Protection  Delfingen Liftgate Hinges Edscha Cylinder Head Nemak Inte...
    Major e-drive component-related developments in 2023
    As 2023 draws to a close, we look at the main developments and market/technology trends during the year that shaped the e-drive components (such as e-motors, inverters) and the e-drive system integration market. 1. The increased focus on silicon carbide (SiC) devices as a way to increase EV range and enable ultra-fast charging. An efficient inverter can increase the range and performance of an electric vehicle without significantly adding to the cost or weight of the vehicle. Owing to this...
    Automotive Supplier Outlook 2024
    The automotive industry grappled with a range of challenges this year, including ongoing supply chain disruptions, chip shortages, rising energy costs, inflation, recession fears, waning consumer demand, a shift towards software and electronics, labor shortages, strike action, and volatile order forecasts. It also faced several geopolitical concerns and challenges, including the ongoing trade tensions between the US and China, which resulted in tariffs and trade barriers that disrupted global su...
    Talking Heads: Key themes for 2024
    As we approach the end of 2023, our “Talking Heads” series delves into conversations with the practice leads at AutoTechInsight. The aim is to explore the challenges and opportunities that lie ahead in their respective domains. The automotive industry faces challenges and opportunities shaped by the pandemic and technological advancements. Electrification is a key factor impacting new car prices, especially in Europe. A potential price war among EVs in mainland China is a concern. Afforda...
    Euro-7 norms: The shifting dynamics of the European automotive industry
    In a vote held earlier in November, the European Parliament endorsed a modified Euro-7 emissions regulation, bringing testing procedures for new cars more in line with Euro 6 standards. While praised by some as a middle ground, apprehensions linger regarding the potential relaxation of car pollution standards. The members of the European Parliament (MEPs) will begin discussions with the EU government to finalize the new rules. What was proposed a year back in November 2022? The European Co...
    Schaeffler eyes formidable position in e-mobility solutions market
    On October 9, 2023, Schaeffler came up with voluntary public tender offer of $3.8 billion to buy Vitesco Technologies Group AG. As per Schaeffler, its decision to buy Vitesco is to strengthen its offerings in the electrification field. Vitesco was spun out of Continental in April 2021 with the aim to focus on electrification, e-mobility and electronics and quickly address the shift towards electric mobility. On October 17, Vitesco said its Executive Board and Special Committee would evaluate the...
    OEMs are unlikely to entirely in-source e-drives or their components
    In our recent insight titled “The battle for e-drive supremacy: Make vs. Buy,” we discussed how the majority of OEMs are opting to in-source e-drive components, mostly e-motors and overall eAxle system integration, owing to a variety of reasons: Obtain competitive advantage: For electric vehicle makers, range and efficiency are the key differentiators as potential customers seek EVs that provide a higher range and faster charging. Electric drive components such as e-motors and inverter...
    UAW expands strike at GM, Stellantis after a week of standoff with Detroit Three
    After a week into the persisting standoff with the Detroit Three – General Motors, Ford Motor Company and Stellantis – the United Auto Workers (UAW) announced on September 22 that it is expanding the ongoing strike to 38 parts distribution locations across 20 states in the US. In its second wave, the UAW strike aims to target the aftersales and service facilities, which is expected to have a direct and immediate impact on the carmaker’s dealerships, and therefore customers. While the UA...
    Global demand for 700 bar hydrogen storage tanks to gain momentum after 2028
    Amid the race for reducing greenhouse gas emissions (GHG) and combating climate change, research and development (R&D) on hydrogen-powered vehicles are gaining ground, especially around its applications in large commercial trucks and buses. Hydrogen is now increasingly seen as a more practical choice than large batteries for these vehicles. According to S&P Global Mobility, global demand for fuel-cell medium and heavy commercial vehicles (MHCVs) is projected to exceed 72,000 units by 203...
    US and Europe begin their quest for secure REE supply chain
    As electric vehicles (EVs) continue to become mainstream and witness rapid adoption across the world, securing an uninterrupted supply of rare earth elements (REEs) has emerged as a critical issue for automakers and governments alike. Demand for REEs and other critical materials for battery and permanent magnet for e-motors is expected to witness an exponential rise over the next decade, compelling automakers, tier 1 suppliers and governments to look for ways to establish a secure and sustainabl...
    White paper: Electrification technology in reshaped supply chains for ubiquitous EVs
    With the rapid rates of electric vehicle adoption continuing in major markets globally, legislative agendas supporting aggressive transitions to phase out mainstream internal combustion engine (ICE) usage, and supply chains gearing up accordingly, the narrative around electrification technology is shifting toward one of maturity and scale. Click the link above to download the full article.
    Supplier to the new Lincoln Nautilus
    TheLincoln Nautilus produced at the Changan Hangzhou plant in China. The  SUV is expected to peak at more than 34702 in 2024, according to S&P Global Mobility forecast.
    The battle for e-drive supremacy: Make vs. Buy
    Received wisdom for the supplier community in the recent past has focused on preparing product portfolios for the transition to battery-electric vehicles (BEVs). However, as Liam Butterworth, CEO of Dowlais Group plc, the parent company of GKN Automotive Limited, recently disclosed suppliers are not capitalizing, even if they have been early movers into the BEV component market. This insight sets out to examine the e-drive, or e-axles, market and provides clues as to why the anticipated yields f...
    Can Brazil’s commercial truck fleet turn electric?
    In Brazil, intermodal transport is limited, with average truck trips spanning more than 2,000 km. Combine that with a commercial truck fleet averaging 12 years of age, and a lack of affordable options to replace with new vehicles, and Brazil is facing a truck-emissions timebomb. Brazil has a truck parc of 2.2 million units, and the movements to modernize the fleet by agribusiness, e-commerce and construction have contributed to reducing the fleet average age. However, while the emission restr...
    Suppliers to the new Polestar 3
    The Polestar 3  is produced at company’s production centre is located in Chengdu, China. The vehicle is expected to peak at more than 13823 in 2024, according to S&P Global Mobility forecast.
    Impact of new norms on demand for crucial emission-reducing components
    Countries and governments worldwide are passing laws and implementing legislations to phase out internal combustion engine (ICE) vehicles and shift to carbon-neutral zero-emission vehicles (ZEVs) to mitigate climate change and decarbonize the economy. Recently, the EU passed a law which from 2035 will allow sales of new vehicles that will have zero CO2 emissions. The EU was set to ban ICE vehicles from 2035, however last moment opposition from a coalition comprising Germany, Italy, Poland and th...
    Is eBeam axle the future for electric pickups?
    As the world races toward achieving a faster transition to 100% zero-emission vehicles (ZEVs), a key challenge associated with the electrification of light- and medium-duty pickups is achieving the same level of payload-carrying and towing capacity as its internal combustion engine (ICE) counterparts. The eBeam axles, comprising an integrated motor, inverter and gearbox on a rigid axle, can be directly fitted on an ICE pickup without the need to redesign any associated parts. eBeam axles are tou...
    Suppliers to the new BMW i5
    The BMW i5 is produced at company’s Group Plant Dingolfing in Germany. The electric vehicle is expected to peak at more than 39722 in 2024, according to S&P Global Mobility forecast.
    Suppliers to the new Cupra Leon
    The Cupra Leon  is produced at built at Martorell plant in Spain. The VW’s SEAT is expected to peak at more than 52311 in 2024, according to S&P Global Mobility forecast.
    Fuel for Thought: ICE shakeout
    The time for denial is over. There are still suppliers of parts related to internal combustion engines that are steadfast in their belief that the looming (and eventual) shift away from ICE toward any number of battery-electric propulsion formats is just a passing fad. In their view, scores of OEMs, suppliers, dealers and infrastructure partners have it completely wrong. They believe that the billions in investment earmarked in virtually every major global market to build a new ecosystem are cap...
    Suppliers to the new Chevrolet Silverado EV
    The Chevrolet Silverado EV is produced at Factory ZERO assembly plant. The vehicle is expected to peak at more than 53088 in 2024, according to S&P Global Mobility forecast.
    Rare earth elements sourcing – a potential bottleneck for e-motors?
    Vehicle electrification is one of the crucial ways in which countries around the world are planning to meet their decarbonization targets and green goals. As of 2023, there are 11.8 million battery-electric vehicles (BEVs) in operation globally, which is projected to reach 44.8 million by 2030 and 65.66 million by 2035. In addition to batteries, e-motors play a critical role in ensuring the driving range and performance of a BEV. An e-motor with high power density and high efficiency can reduce ...
    EVangelists: Putting the electric cart before the power generation horsepower?
    One of the most recognized patterns in current well-to-wheel analysis is the differentiation of localized power generation sources and supply chain contributions to the overall carbon footprint of vehicles. Experts like Kelly Senecal rightly point out that in many cases, the power grid is dirtier than a hybrid, even when vehicles manufacturing energy sources are responsibly developed.  Click the link above to download the full article.
    Supplier to the new Ford Mustang
    The Ford Mustang produced at Flat Rock, Michigan. The  vehicle is expected to peak at more than 76159 in 2024, according to S&P Global Mobility forecast.
    Global demand for light FCEVs expected to grow at 25% CAGR during 2021–34
    Currently, although battery-electric vehicles (BEVs) are the frontrunners in the race of alternative propulsion methods, they also come with their own set of challenges ranging from issues related to range anxiety and longer battery-recharging time, to raw materials needed for batteries. Hydrogen as a fuel holds immense promise with its clean burning, high-energy density (gravimetric energy density of hydrogen when stored under high pressure or liquid form is about 120 MJ/kg, which is approximat...
    Power politics over ICE ban – Will OEMs get their way?
    In October 2022, EU lawmakers agreed on a new carbon dioxide (CO2) fleet regulation for passenger cars and light commercial vehicles, adopting the target of zero CO2 emissions by 2035. As CO2 emissions are measured exclusively at the tailpipe, this decision is effectively a ban on vehicles with internal combustion engines (ICEs). Although a final rubber-stamp vote by EU member states was scheduled for earlier this March, a coalition of EU countries (led by Germany) is now looking to oppose th...
    Talking Heads: Tesla Investor Day
    On March 1, Tesla hosted its Investor Day, where it presented ‘Master Plan 3’, the sequel to Master Plan outings in 2006 and 2016. While earlier plans were greeted enthusiastically by investors, the third met with a muted response from the markets with the stock falling by 6%.  Click the link above to download the full article.
    INTERVIEW: Improving brake feel in the electric era
    One of the fundamental differences with EVs, compared with ICE vehicles, is the complex hybrid braking system. The integration of the traditional mechanical brake and the electric regenerative system is incredibly challenging. Ensuring the brake system feels consistent to what consumers have already become accustomed to could become a key purchasing decision. Traditionally, ‘brake feel’ has only been evaluated using subjective opinions but AB Dynamics has developed a means to add crucial obj...
    Suppliers to the new Ford Ranger
    The Ford Ranger is produced at at the Michigan Assembly Plant ,USA. The vehicle is expected to peak at more than 75484 in 2024, according to S&P Global Mobility forecast.
    Supplier to the new Mercedes-Benz GLC
    The Mercedes-Benz GLC produced at the at the Beijing plant in China. The vehicle is expected to peak at more than 122981 in 2024, according to S&P Global Mobility forecast.
    Talking Heads: CES – the wrap
    In 2023, some 300 exhibitors showcased their vehicle technology. Its increasing importance – usurping the traditional auto shows like NAIAS, Paris, IAA and Geneva along the way – is demonstrated if we wind back the clock to 2014. Then, there were just nine OEMs present and some 125 automotive technology exhibitors. With this growth has also come maturity. The 2023 CES was less about fanciful concepts and more about tangible. Click the link above to download the full article.
    Visual interaction is moving to the forefront of HMI design
    Automotive display HMI is growing in demand owning to convenience features and enhancing customer experience. Moreover, in the coming years development of multi-display will not only provide greater freedom of information usage and control between driver and passenger, but it will also reduce product development complexities and costs for automakers. Although, in real-terms automakers will invest more during the initial years to gain longer-term benefits. Automakers are also engaged in the devel...
    BorgWarner spins off fuel systems, aftermarket businesses to sharpen EV focus
    In an attempt to sharpen its focus on electric vehicle (EV) technologies while accelerating growth under the “Charging Forward” strategy, the Michigan-based automotive component supplier BorgWarner Inc. said on December 6, 2022, that it plans to spin off its fuel systems and aftermarket businesses into a separate, publicly traded company (NewCo). The announcement comes amid the ongoing global shift to EVs as both automakers and component suppliers transition supply chains and their respec...
    Talking Heads: Key themes for 2023
    The current year has again been dominated by the chip crisis. Overlaid on this has been the worsening macroeconomic position due to the fallout from the Russia-Ukraine conflict, which has had knock-on effects for the industry in terms of demand surety. In turn this has brought an end to the era of cheap capital, which has served to slow the burgeoning mobility startup ecosystem. In the broader sense the sector looks set to be heading to a phase where demand-side considerations replace the curren...
    How challenging will the proposed Euro 7 norms be for the industry to comply with?
    On 9 November 2022, the European Commission presented a proposal to implement Euro 7 emission norms in Europe for new light duty vehicles (cars and vans) from 1 July 2025 and for heavy-duty vehicles (lorries and buses) from 1 July 2027. Succeeding Euro 6 norms, which was implemented in 2014, the Euro 7 mandate is going to be the final set of regulations for the internal combustion engines (ICEs), before new gas-powered cars and vans are phased out from production and sales by 2035 in Europe. ...
    Update on the semiconductor shortage and outlook for 2023 and beyond
    From the first rumblings out of China in December 2020 the semiconductor has gone on to dominate discussions around the automotive sector. The issues are still ongoing – just last week Jaguar Land Rover announced it was slowing production of certain models due to a continuing supply squeeze – and a few voices in the industry are being heard speculating that the crunch will last until 2026. To get a perspective on the current situation and future developments we talked with Jeremie Bouchaud, ...
    Talking Heads: CASE on the road to nowhere?
    The CASE megatrends – connected, autonomous, shared and electric – in case you’ve not been paying attention, have been the hot topics of the automotive industry in the past decade. They’ve even given rise to talk of the industry in the whole as the mobility industry rather than the more prosaic automotive industry. But is the CASE narrative running into trouble? Hot on the heels of the news that Ford and VW were exiting their Argo AI autonomous driving technology venture came news out...
    Highlights from the 2022 Paris Motor Show
    The biennial Paris Motor Show (Mondial de l'Automobile in French) alternates with the Frankfurt Motor Show. The 2022 edition, which took place from 17–23 October 2022 at the Paris Expo Porte de Versailles, returned in four years after the last one planned in March 2020 was canceled due to the pandemic. The 2022 edition of the show also indicated that automotive shows are becoming a diminishing affair. The list of no-shows included Stellantis’s Fiat, Maserati and Alfa-Romeo brands; VW and ...
    Winter is Coming
    With energy prices in Europe skyrocketing, placing business bottom lines in triage mode, a harsh winter could place certain automotive sectors at risk of being unable to keep their production lines running. Click the link above to download the article.
    Decoding DENSO’s semiconductor strategy
    Japan’s DENSO Corporation, one of the leading global automotive suppliers of powertrain, thermal, and safety systems, recorded a 4.2% year-on-year (y/y) decline in its fiscal year (FY) 2021 revenue, which stood at JPY4,936.7 billion (about USD45.1 billion). The company attributed this year-on-year fall to the significant decline in car sales resulting from COVID-19, followed by the shortages in semiconductors and other raw materials. Yasushi Matsui, CEO at DENSO Corporation, projected in the c...
    Highlights from the 2022 North American International Auto Show
    The 2022 edition of the North American International Auto Show (NAIAS) featured a redesigned layout, with the main exhibits and many events indoors at Huntington Place, and other events outdoors in nearby Hart Plaza. Participation was limited this year, with hometown automakers—Ford, General Motors (GM), and Stellantis—carrying the show. Other major exhibitors were Toyota, Subaru, Nissan, Hyundai, and Mercedes-Benz. With many other big automakers and brands keeping away from the show, the ma...
    Inflation Reduction Act 2022 remains a tough call for carmakers to avail EV tax credits
    It has been almost a month since the Democrats in the US Senate passed the Inflation Reduction Act of 2022 (IRA 2022), which became legislation on 16 August 2022 after the US President Joe Biden signed the act. While carmakers and their suppliers across the electric vehicle (EV) battery supply chain have been scrambling to decode the new mandates, auto industry lobbies from Europe, South Korea, and Japan have already expressed deep concerns about the ability of global carmakers to meet the requi...
    Suppliers to the new Jeep Grand Cherokee
    According to S&P Global Mobility, the new Jeep Grand Cherokee's highest year of production will be 2023, when more than 175780 units will be produced.
    Suppliers to the new Renault Austral
    The new third generation Austral mid-sized SUV is assembled at the carmaker's facility in Palencia, Spain. S&P Global Mobility forecasts that the highest year of production for this SUV will be 2023, when more than 117326 units will be produced.  
    How is the global semiconductor shortage impacting thermal and powertrain suppliers?
    The global automotive industry reported a semiconductor shortage for the first time in the second half of calendar year (CY) 2020. That was the time when major automakers, which were looking to scale up production and revive industrial activities across the automotive supply chains, struggled to secure necessary supplies of mainly electronic and electrical components powered by the semiconductors. As demand for household appliances including consumer electronics and white goods, and cars witn...
    Suppliers to the new Dodge Hornet
    Built in Stellantis’ factory in Pomigliano, Italy ,  Dodge Hornet is expected to peak at more than 32430 in 2023, according to S&P Global Mobility forecast.
    How the Inflation Reduction Act of 2022 impacts the US EV ecosystem
    On 7 August 2022, Democrats in the US Senate passed the Inflation Reduction Act of 2022, which aims to not only take control of rising inflation by reducing the fiscal deficit but also invest in domestic manufacturing of renewable energy and electric vehicles (EVs), secure the necessary supply chain, and cut down the carbon footprint by roughly 40% by 2030. The proposal made within the purview of the Inflation Reduction Act of 2022 (IRA) expects to raise about USD739 billion and invest about ...
    Suppliers to the new Mercedes-Benz EQE
    The new EQE SUV is assembled at the Mercedes-Benz Tuscaloosa plant in Alabama. Tuscaloosa is a key production location for Mercedes-EQ luxury electric SUVs, including the EQS SUV and the EQE SUV, which will be available later this year. According to S&P Global Mobility, the highest year of production for this SUV will be 2023, when more than 36810 units will be produced.
    How rapid electrification of vehicles will impact the coolant industry?
    The need to establish a sustainable global transportation system, which accounts for nearly one-third of the global carbon emissions, is leading to rapid electrification of vehicles across segments. As several countries continue to tighten the emission norms for automobiles and roll out new policies for the adoption of electric vehicles (EVs), vehicle manufacturers are increasingly investing in their respective product portfolios, supply chains, new technologies, and EV ecosystem to ensure that ...
    Software complexity starting to cost CEOs their job
    Complexity in the software has increased to a level where it has become not just difficult to debug and maintain, but it has compounded an OEM’s already difficult situation to comprehend the overall system interactions between various electronic control units (ECUs) and to properly test all the various combinations of features in a car. Most of the software in vehicles is written by suppliers that also use third-party software and work with externals, so the OEM’s control on the result is ve...
    Suppliers to the new BMW X1
    Built at Regensburg factory in Germany, the third-generation BMW X1 is expected to peak at more than 132194 in 2023, according to S&P Global Mobility forecast.
    The evolving landscape of inverter technology in EVs
    The automotive industry is slowly but steadily moving toward an electric future. Several factors are at play that will determine the pace of this transition from internal combustion engines (ICEs) to electrified vehicles. One of the key factors is certainly the performance of the EV, especially the range that it will offer in the real-world driving conditions. Slapping a bigger battery onto the EV will give the additional range, but that will significantly add to the cost and weight of the ve...
    Suppliers to the 2022 Honda Civic
      The 2022 Honda Civic Hatch is assembled at the Greensburg Assembly plant in United States .Production of the vehcile will peak at more than 93,700  units in 2023. 
    How will ECHA’s proposal on the use of lead affect Europe’s net zero ambitions?
    The proposal by the European Chemicals Agency (ECHA) to include lead as one of the eight new substances of very high concern (SVHC) in the REACH Authorisation List can hurt the growth potential of manufacturers using lead metal, reduce the competitiveness of an existing supply chain and negatively impact Europe’s well-established circular economy, Dr Steve Binks, director, regulatory affairs at International Lead Association (ILA) said in an interview. ILA, which had issued a position paper...
    Shanghai lockdown creates new supply chain concerns for OEMs
    A dramatic surge in new COVID-19 infections and the breakout of a new sub-strain of the Omicron variant forced the mainland Chinese government to impose a full-scale lockdown in the country’s financial hub, Shanghai, from early April. Shanghai is a major automotive component manufacturing hub as well, and a prolonged lockdown in the city would cause significant disruptions to vehicle production in the region, and logistical barriers hindering export of parts from the country. The lockdown h...
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