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As we approach the end of yet another eventful year, we take the opportunity to assess the industry's current state by reflecting on the significant events of the past year and exploring the outlook for 2026.

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. Battery, energy and electrification: Specialists such as ChargePoint and Johnson Matthey are pivotal in the electrification movement.
  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.

Click the link above to download the report.

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