The recently concluded Consumer Electronics Show (CES) 2026 (Jan. 6–9, 2026) marked a clear inflection point: software-defined vehicles (SDVs) have entered their industrialization phase. Original equipment manufacturers and suppliers shifted decisively away from exploratory demos and concepts toward scalable, production-ready SDV platforms, with most architectures, toolchains and compute strategies aligned to 2026–28 SOPs. The focus has clearly moved from what SDVs could do, to how they can ...

The first Consumer Electronics Show kicked off in 1967, with 250 exhibitors and 17,500 attendees in New York City. Since then, CES has grown more than tenfold and now encompasses both traditional and nontraditional tech industries. CES 2026 was held in Las Vegas, on Jan. 6-9, 2026, with attendance reportedly reaching 148,000. Key trends Silicon enters the 3-nanometer (nm) era: CES 2026 highlighted a decisive step change in automotive computing power, with 3-nm-class semiconductors enabl...

CES 2026 marked a clear shift in the automotive industry’s priorities. With demand for electric vehicles (EVs) softening and regulatory and cost pressures mounting, automakers and suppliers used the CES tech conference to emphasize automotive technology like artificial intelligence (AI) rather than electrification. Their focus moved to so-called physical and context-aware AI—systems that interpret real-world conditions in real time—positioning cars as software-defined vehicles rather than ...

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...

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...

Mainland China’s state-run automakers have pinned hopes on their partnerships with Huawei to gain a solid foothold in the country’s highly competitive electric vehicle (EV) market. Under Huawei-backed Harmony Intelligent Mobility Alliance (HIMA), mainland Chinese automakers have introduced a diverse range of EVs featuring Huawei’s smart vehicle technologies over the past three years. In late September, SAIC became the fifth automaker to join the auto alliance, following the footsteps of Se...

The automotive semiconductor market has been navigating a period of unusual volatility. On one side, near-term demand pressures are easing. The slowdown in electric vehicle adoption is reducing average chip content per vehicle, since EVs typically contain significantly more semiconductors than internal combustion models. Tariffs are further dampening global vehicle demand. S&P Global Mobility estimates suggest up to 0.6 million fewer vehicles will be produced in 2026 because of trade barrier...

IAA Mobility 2025, held in Munich from Sept. 9-14, brought together global automakers, semiconductor leaders, tech innovators and mobility service providers under the theme “It’s All About Mobility.” The event marked a transition from a traditional auto show to a comprehensive mobility and technology platform, showcasing over 350 world premieres from more than 750 exhibitors across 37 countries. This evolution highlighted a strong focus on electrification, software-defined vehicles, semico...

The automotive industry is undergoing a profound transformation driven by rapid technological advancements. At the forefront of this evolution are mobility startups, which are pioneering innovations across domains such as software-defined vehicles (SDVs), autonomous driving and battery technologies. S&P Global Mobility recently published the "AutoTechInsight Mobility Startups Report - H1 2025," highlighting the major trends in the automotive startup ecosystem, by analyzing data from appro...

The mainland Chinese automotive industry is transforming rapidly and becoming increasingly competitive on a global scale. From electric cars to autonomous shuttles, mobility is being redefined, and semiconductors are at its core. Mainland Chinese original equipment manufacturers are doubling down on semiconductor control to fuel their next tech leap, ready to take bigger risks and move faster with bold, strategic investments. There is a strategic emphasis on local supply chains and "silicon s...

The automotive semiconductor landscape is entering a pivotal phase with Qualcomm, Nvidia and Mobileye all launching Level 2+ and above systems into production for BMW, Mercedes-Benz, and Volkswagen (VW), respectively, in 2025. This means 2025 and 2026 will be critical for deployment and execution for these systems-on-chip (SoCs) suppliers and the industry in general. Consider this a milestone, especially as traditional original equipment manufacturers transition to more safety-rich applications ...

The mainland Chinese automotive market is not only a major driver of global vehicle sales, but it is now a decisive force shaping the direction of automotive computing in the cockpit and advanced driver assistance system system-on-chip (SoC) technologies. Mainland China’s unique dynamics are compelling domestic and Western SoC suppliers, such as Qualcomm and NVIDIA, to adapt to its demands, including cost pressure and geopolitical challenges. For instance, NVIDIA's DRIVE Thor platform, featuri...

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 ...

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

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

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

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

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

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

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

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

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

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

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

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

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

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...

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

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

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

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...

In the March 2024 electrical/electronic (E/E) semiconductor report titled "Global chessboard of chips: geopolitical shifts reshaping the automotive semiconductor landscape", we highlighted that restrictions on mainland China's access to critical AI chips and autonomous vehicle technology may not solely serve to limit its capabilities. Instead, these measures could potentially accelerate mainland China's efforts to develop domestic alternatives. Over recent years, mainland Chinese companies have ...

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...

The journey of autonomous vehicles began long before the unveiling of Tesla's Cybercab in October 2024. The concept of self-driving cars dates to the early 20th century, with experimental models emerging in the 1920s. Carnegie Mellon University developed the Navlab project in the 1980s, thus making the first significant strides in automation. The DARPA Grand Challenge of 2004 and 2005, plus the DARPA Urban Challenge of 2007 highlighted the potential of autonomous vehicles, igniting interest from...

Over the years the Consumer Electronics Show (CES) has become a center stage for automotive innovations. CES 2025 focused on the practical implementation of existing technologies rather than introducing new concept models, highlighting a shift toward refining and deploying previously unveiled innovations. Software-defined vehicles (SDVs) emerged as a central theme at CES 2025, reflecting their growing prominence and the intensified support from the broader automotive ecosystem. However, particip...

The recent directive from the US Commerce Department to Taiwan Semiconductor Manufacturing Co. (TSMC) requires the company to halt shipments of advanced chips used for AI applications to mainland Chinese companies. Effective Nov. 11, 2024, this order targets chips of 7 nanometers (nm) and below, which are essential for supporting AI workloads and graphics processing units (GPUs). TSMC's decision to restrict the use of 7 nm or below processes for AI companies reflects its strategic positioning...

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...

Mobileye hosted its Innovation Day on Dec. 9 and 10, 2024, in Munich, Germany. This event provided analysts and industry stakeholders with an in-depth look at Mobileye's technological advancements, strategic objectives and commercial progress. The agenda featured real-world demonstrations of the EyeQ5-based SuperVision system in production vehicles and the Drive system in robo-taxi vehicles. Additionally, Mobileye presented its technical approach to autonomous vehicle, introduced new technolo...

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...

The US Department of Transportation's National Highway Traffic Safety Administration (NHTSA) has officially implemented substantial revisions to its 5-Star Safety Ratings program, a critical initiative aimed at enhancing road safety across the nation. These updates involve the integration of advanced driver assistance technologies, the introduction of a crashworthiness pedestrian protection program, and the establishment of a strategic plan for future modifications over the next decade. The r...

The new CUPRA Terramaris designed in Barcelona and manufactured in Győr, Hungry. Production of the car is expected to peak at 71900 in 2025, according to a forecast from S&P Global Mobility. Image Source : CUPRA  Suppliers to the CUPRA Terramaris COMPONENT NAME SUPPLIERS Low -voltage battery Clarios A/C Compressor Denso Die-Casting Inverter Housing FOMA Spa Gear Shifter - Shift by Wire Kostal ...

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...

In recent years, Qualcomm, building on its automotive connectivity solutions, aggressively expanded into automotive domains using system-on-chips (SoCs), focusing on two major areas — the cockpit experience and advanced driver assistance systems. These efforts were showcased by including automotive for the first time in its annual Snapdragon Summit, where Qualcomm revealed its vision and developments for shaping the future of mobility. Key highlights from Snapdragon Summit 2024 Qualcomm�...

The US Commerce Department issued a notice of proposed rulemaking (NPRM) on Monday (Sept. 23) which, if approved, would ban the sale or import of vehicles that incorporate connectivity technologies plus systems incorporating prohibited hardware and software from countries of concern, specifically mainland China and Russia. The NPRM follows a process initiated by President Joe Biden in February and is based on public feedback to an earlier notice issued by the Commerce Department, which sought to...

In late September, Hurricane Helene caused significant damage across the southern US. The storm brought heavy rainfall, widespread power outages and forced many residents to evacuate. The damage will impact individuals, families, communities and entire regions for weeks, months and perhaps years. Spruce Pine, NC, a small town vital to the global semiconductor supply chain, was among the hardest hit. It is home to the largest known deposit of high-purity quartz (HPQ), supplying over 70% of the wo...

Automotive semiconductor companies have declared their latest financial results for the year, as they continue to execute their strategy. In the first half of 2024, most experienced a decrease in revenue compared to the previous year, after three consecutive years of double-digit growth. Key players such as Infineon and NXP experienced slight year-over-year declines, with Infineon down by about 0.8% and NXP by 4.4%. STMicroelectronics suffered the biggest revenue drop, with a year-over-year decl...

The Indian automotive market is rapidly evolving, and semiconductor suppliers are eyeing it as a fertile ground for expansion. The demand is particularly high in infotainment, telematics and in-car entertainment systems with advanced driver assistance systems (ADAS) also showing signs of growth in the Indian market, although penetration of such drive assist technologies is relatively low compared to the EU and US markets. In recent years, leading semiconductor companies have been turning thei...

Recent public announcements from key players in the automotive and semiconductor industries have raised alarms about a potential chip shortage expected to hit in the later half of 2025 or 2026. A top executive from Continental has indicated that, based on current forecasts, the industry may face another round of semiconductor shortages around the third or fourth quarter of 2025. During its second-quarter earnings call, TSMC CEO C.C. Wei highlighted that the supply of advanced chips is unlikely t...

In June, Volvo recalled the EX30 electric small sport utility vehicles (SUVs) owing to a software issue. The software update, intended to enhance features and functionality, instead led to a multitude of problems and a surge in customer returns and refund demands. This situation has resulted in a range of issues, including blacked-out infotainment screens, incorrect information displayed on functioning screens and driver profiles reverting back to factory settings. Furthermore, driver aids have ...

On June 25, Volkswagen Group and US-based electric carmaker Rivian Automotive announced their plan to set up an equal joint venture company that will focus on developing the next-generation electrical and electronic (E/E) architecture and software solutions that will be central to upcoming electric vehicles from both the carmakers. The strategic partnership also entails Volkswagen’s plan to invest $5 billion in Rivian, starting with an initial investment of $1 billion through an unsecured c...

The implementation of the United Nations Economic Commission for Europe (UNECE) R155 cybersecurity regulation has ramifications for the automotive industry that are more immediate than one would ordinarily expect in the vehicle planning process. It has led to some shuffling of vehicle portfolios among original equipment manufacturers due to inputting cost-benefit scenarios into the vehicle planning process. Porsche's decision to discontinue sales of the internal combustion engine (ICE)-powered M...

The Automotive Computing Conference (ACC) is a premier event that brings together professionals, researchers and enthusiasts from the automotive industry and computing field. Topics covered include autonomous driving technologies, vehicle-to-vehicle and vehicle-to-infrastructure communication, advanced driver-assistance systems (ADAS), in-vehicle infotainment systems, and the application of artificial intelligence in automotive technologies. Representing S&P Global Mobility, Richard Dixon...

The automotive semiconductor market grew another 18% in 2023 based on revenue share analysis. A solid performance, but 6 points lower than the previous forecast. What happened? What does it mean for the 2024 outlook and beyond? 2023 was good, but not as good as expected The automotive semiconductor market experienced a more than 25% increase in revenue in both 2021 and 2022, demonstrating significant momentum. Subsequently, in 2023, the market continued its upward trajectory with an increa...

Two major mainland China-based lidar suppliers, Hesai Technology and RoboSense, have recently announced the launch of new lidar products aimed at advancing autonomous mobility and intelligent driving systems. Hesai's ATX lidar boasts an ultra-wide field of view (FOV) and long-range detection capabilities, providing vehicles with enhanced 3D perception. It features a compact design, low power consumption, and intelligent rain and fog identification. The ATX has already gained interest from lea...

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...

The Mercedes Benz G-class is produced at the Magna Steyr plant in Graz, Austria. Production of the car is expected to peak at 33521 in 2025, according to a forecast from S&P Global Mobility. Image Source : Mercedes-Benz  Suppliers to the Mercedes Benz G-class COMPONENT NAME SUPPLIERS Coupling Flange Hirschvogel Automotive Group Floor Carpet Auria Steering Wheel Switch Kostal Low-voltage battery ...

In the latest Talking Heads feature, we spoke with Jeremie Bouchaud and Phil Amsrud, experts in E/E and Semiconductors at S&P Global Mobility. The focus of this discussion is on the pivotal role of semiconductors in today's technology landscape and the challenges arising from geopolitical tensions. We also consider how Mainland China has responded to export bans, leading to disruptions in the global automotive semiconductor supply chain. Click the link above to download the whole article.

The Automotive Ethernet Congress is a high-profile event that brings together leading technology experts to discuss the future direction of new vehicle network architectures and all-automotive Ethernet network communication. This congress, typically held annually, focuses on current and future technology and product developments in the automotive Ethernet industry. The event provides a platform for professionals to share knowledge and insights on advanced features of automotive Ethernet technolo...

The BMW 5-series is produced at the company’s Dingolfing plant in Germany . Production of the car is expected to peak at 37949 in 2024, according to a forecast from S&P Global Mobility. Image Source : BMW (ICE version shown)  Suppliers to  BMW 5-Series COMPONENT NAME SUPPLIERS Prop Shaft Hirschvogel Automotive Group Floor Carpet Auria HVAC Module Denso Low-voltage battery Clarios ...

Nvidia’s GPU Technology Conference (GTC) 2024 took place March 18–21, 2024, at the San Jose Convention Center in San Jose, California. GTC serves as a platform for developers, researchers, engineers, and innovators to explore the latest advancements in GPU technology and its applications across various industries such as AI, autonomous vehicles and more. The conference featured keynote presentations, technical sessions, hands-on workshops and demonstrations all aimed at fostering collabor...

Taiwan's semiconductor industry is a global powerhouse, home to industry leaders like Taiwan Semiconductor Manufacturing Co. (TSMC), MediaTek, United Microelectronics Corp. (UMC) and more. These companies are crucial contributors to the global supply of advanced semiconductor chips, which serve as vital components in numerous technological devices, including automobiles. On April 3, 2024, Taiwan was hit by the most powerful earthquake in 25 years, registering a magnitude of 7.4 off the island...

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...

The automotive semiconductor companies have declared their fourth-quarter financial results for 2023, as the companies continued to execute their strategies. Some of the companies have seen better-than-expected yearly results. In fiscal year 2023, automotive semiconductor revenue continued its significant growth trajectory, buoyed by various factors such as the increasing adoption of electric vehicles, advancements in autonomous driving technologies and the proliferation of connected car feat...

After a decade of unannounced efforts, Apple has reportedly abandoned Project Titan, its ambitious plan to develop electric vehicles. Initially, the project aimed to create an EV to rival Tesla, later shifting focus toward a self-driving car to compete with Google's Waymo. However, it eventually returned to its original focus: An EV with driving-assistance features. As a result, some of its 2,000 employees will transition to Apple's AI division, though layoffs are expected.  In the lates...

bitsensing develops a variety of radar solutions such as its flagship 4D imaging radar solution for autonomous driving, the next-generation traffic radar Traffic Insight Monitoring Sensor (TIMOS), and AI Wellness Radar for illness prediction. The company generated 12 billion South Korean won ($10 million) in revenue in 2023, and its autonomous driving solution is currently undergoing further development for mass production in collaboration with a global automotive tier 1 supplier. bitsensing ...

In this S&P Global Mobility interview with Franco Cimatti, chief engineering officer of Aehra, a Milan-based start-up, he discusses the company's clean-sheet approach to designing battery-electric vehicles (BEVs). He also touches on Aehra's positioning, differentiation in the ultra-premium electric vehicle market, the transition from hybrids to full EV solutions, and their partnerships for carbon fiber and battery technology. The discussion delves into Aehra's vision for EV charging, bidirec...

This insight is an edited article by Sascha Klapper, Research & Analysis Manager, S&P Global Mobility, first published in Driving Vision News on Feb. 6, 2024. The automotive lighting industry has evolved from simple lamps to dynamic LED, miniLED, microLED, and even lasers. Battery-electric vehicles (BEVs) have influenced lighting design, with illumination used for fronts, animations, logos and sensor concealment. The competition from mainland Chinese original equipment manufacturers, gro...

This discussion delves into the nuanced dynamics of the automotive semiconductor sector for 2024, exploring growth projections, product categories driving expansion, and the delicate balance between supply, demand and pricing. From the ascendancy of electric powertrain and advanced driver assistance systems (ADAS) to the intricate patterns of memory chip markets, it examines the complexities of the semiconductor landscape. It also encompasses the ramifications of inventory adjustments, the poten...

The high-performance semiconductor platforms showcased at CES 2024 underscore the pivotal role of advanced computing in driving the integration of AI capabilities into the next generation of vehicles. This emphasis on cutting-edge computing lays the foundation for transformative advancements in the automotive landscape. In the short term, the impact and volume of these innovations are expected to center around incremental advanced driver assistance systems (ADAS) capabilities. The technical a...

The landscape of automotive engineering is currently witnessing a profound transformation in electronic and electrical (E/E) architectures. This evolution is currently traversing through various stages, which range from today’s distributed set of electronic control units (ECUs) to centralized domains and is now embracing the concept of zonal architectures. The surge in vehicle data generation, fueled by the integration of cutting-edge technologies has been a primary catalyst for this shift. As...

Ethernovia Inc. develops an ethernet system to process the bandwidth demands of the future. It offers a virtual communication solution that enables the software-defined vehicle (SDV) for future automobile communication. The company was incorporated in 2018 and is based in San Jose, California. Earlier this year, Ethernovia closed a $64-million Series A funding round with investors including Porsche SE, Qualcomm Ventures, AMD and Venturetech Alliance.  In September, the company announced a p...

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...

In November, Renesas Electronics Corporation unveiled its latest automotive semiconductor strategy targeting all major applications across the automotive digital domain. While industry giants like NVIDIA, Qualcomm and Mobileye dominate discussions on next-generation automotive electrical/electronic (E/E) platforms, Renesas has carved out a unique position by announcing its new addition to the R-Car platform, R-Car Gen 5 systems on chip (SoCs) and chiplet options. This comprehensive semiconductor...

The software-defined vehicle architecture is poised to bring about a transformative shift in the automotive industry by facilitating a flexible and adaptable solution for the assimilation of cutting-edge technologies, features and services such as charging infrastructure, predictive maintenance, autonomous driving, connected vehicles, enhanced safety systems, as well as financial technology and blockchain. This necessitates a comprehensive reimagining of the vehicle's electric/electronic (E/E) a...

The automotive industry is currently experiencing profound shifts, ranging from electrification to the introduction of innovative vehicle features. Central to these transformations is the escalating importance of semiconductors. Traditional computing capacities housed in electronic control units (ECU) based on microcontroller units (MCUs) are rapidly becoming inadequate in the face of the expanding computational demands brought on by advanced driver-assistance systems (ADAS), communication proto...

Andersen EV is owned by David Martell, who founded Chargemaster in 2008 before selling it to BP 10 years later. He was an advisor on electric vehicle infrastructure to the UK government’s Transport Department from 1995 to 2000. We caught up with him to learn more about the UK home-charging market. Takeaways: Unlike many competitors in the market, the Andersen A2 focuses on design and aesthetic appeal. The charger integrates smart technology, offering features such as solar compatibili...

The software-defined vehicle architecture is poised to bring about a transformative shift in the automotive industry by facilitating a flexible and adaptable solution for the assimilation of cutting-edge technologies, features and services such as charging infrastructure, predictive maintenance, autonomous driving (AD), connected vehicle, enhanced safety systems, as well as financial technology and blockchain. This necessitates a comprehensive reimagining of the vehicle's electric/electronic (E/...

The software-defined vehicle architecture is poised to bring about a transformative shift in the automotive industry by facilitating a flexible and adaptable solution for the assimilation of cutting-edge technologies, features and services such as charging infrastructure, predictive maintenance, autonomous driving, connected vehicle, enhanced safety systems, as well as financial technology and blockchain. This necessitates a comprehensive reimagining of the vehicle electric/electronic (E/E) arch...

Semiconductor exhibitions recently witnessed a resurgence in participation, with attendee and sponsor numbers surpassing pre-pandemic levels. The TSMC Symposium and SEMICON West are two such notable events that concluded a few months ago revealing several clear industry trajectories. Paramount among these is the automotive sector's emergent dominance within the semiconductor landscape. It is no longer just about in-car entertainment; we are witnessing a seismic shift as vehicles evolve into tech...

The software-defined vehicle (SDV) architecture is poised to bring about a transformative shift in the automotive industry by facilitating a flexible and adaptable solution for the assimilation of cutting-edge technologies, features and services, such as charging infrastructure, predictive maintenance, autonomous driving, connected vehicle, enhanced safety systems, as well as financial technology and blockchain. This necessitates a comprehensive reimagining of the vehicle E/E architecture, espec...

The software-defined vehicle architecture is poised to bring about a transformative shift in the automotive industry by facilitating a flexible and adaptable solution for the assimilation of cutting-edge technologies, features and services, including charging infrastructure, predictive maintenance, autonomous driving, connected vehicles, enhanced safety systems, as well as fintech and blockchain. This necessitates a comprehensive reimagining of the vehicle E/E architecture, especially the softwa...

AI can address specific original equipment manufacturer challenges, enabling greater product development efficiency and faster time to market, which are crucial in the highly competitive automotive industry. Marking the first of our series of roundtable discussions with automotive industry specialists, we gathered three experts to learn more about the current and potential use of AI in the automotive industry, covering sales efficiency, potential job creation, regulatory aspects and its role in ...