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2026 Automotive Supplier Outlook

17-Dec-2025

In the wake of another tumultuous year for the global automotive industry, this report provides unfiltered insights directly from the front lines. S&P Global Mobility’s Matthew Beecham engaged with 59 senior executives from across the automotive supply chain to capture their experiences and strategies. Now in its third year, this comprehensive end-of-year analysis outlines the operational and strategic challenges suppliers faced in 2025 and how they are preparing for 2026.

The suppliers featured in this report cover five core technology groups:

  1. Software, AI and digital platforms: Companies such as aiMotive, Cerence AI and Geotab are leading the charge in developing innovative digital solutions.
  2. Autonomous, ADAS and sensing: Players such as Mobileye and Aptiv are at the forefront of advancing autonomous technology.
  3. Electrification, energy, and emissions reduction: Specialists such as ChargePoint are pivotal in the electrification movement, while companies such as Johnson Matthey are minimising pollutants from exhausts and supporting zero-emission mobility.
  4. Materials, chemicals and manufacturing technologies: Firms including BASF Coatings and Tata Steel are innovating in materials and manufacturing processes.
  5. Mobility services and infrastructure: Companies such as AUMOVIO and Chevron are shaping the future of mobility services.

Together, these organizations represent the full spectrum of next-generation automotive capabilities, from software-defined mobility to advanced manufacturing.

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