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    US automakers, battery suppliers rationalize excess battery capacity, pivot to energy storage systems
    In December 2025, Ford Motor Co. and SK On announced plans to end their $11.4 billion battery joint venture — BlueOval SK — as part of their broader business overhaul amid a slowdown in demand for battery-electric vehicles (BEVs) and the end of government subsidies under the Inflation Reduction Act (IRA). The decision to cease the battery JV came as the two companies sought to avoid accumulating losses from EV battery operations in a market witnessing policy shifts away from BEVs and to r...
    European New Car Assessment Program’s button mandate forces a rethink of the digital cockpit
    For more than a decade, the automotive industry followed a clear trajectory: digitize the driving experience, replace physical controls with touchscreens and let software define the cockpit. From 2026, Europe’s most influential vehicle safety assessor will begin to reverse that logic. Under revised protocols, the European New Car Assessment Program (EuroNCAP) will explicitly reward vehicles that provide physical controls for essential driving functions, such as indicators, hazard lights, wi...
    BorgWarner wins contract to supply 800-volt integrated drive module for European OEM, starting 2029
    BorgWarner has secured a supply order from a premium European original equipment manufacturer (OEM) to supply its 800-volt Integrated Drive Module (iDM) for a range-extended electric vehicle (REEV), with mass production scheduled to commence in 2029. Last week, the US-based supplier also won an order to supply 800-volt secondary iDMs and a generator module with a dual inverter for a North American OEM. This iDM is a comprehensive system that features BorgWarner's innovative single-electric-ma...
    Nissan recalls 642,700 Rogue SUVs in the US for drive power issues
    Nissan is recalling a total of 642,698 Rogue SUVs in the US due to two separate issues that could result in the loss of drive power. According to the National Highway Traffic Safety Administration (NHTSA), the first recall affects 323,917 units of model years 2023-2025 Rogue SUVs. The affected vehicles, equipped with 3-cylinder 1.5 L variable-compression turbo engines, have damaged engine bearings, which could cause hot oil discharge, potentially increasing the risk of an engin...
    CharterUP partners with HOLON to integrate autonomous shuttle solutions into mobility network
    CharterUP has announced a partnership with HOLON, a provider of a 360° autonomous mobility solution centered around autonomous shuttles. This collaboration aims to integrate HOLON's autonomous ecosystem with CharterUP's established AI-enabled mobility network across campuses, airports, transit agencies, and community environments. The partnership is set to expand CharterUP's offerings to include HOLON urban autonomous shuttles, providing a pathway for institutions to pilot and adopt autonomous ...
    Dana delivers strong performance in Q4FY’2025 with 5.2% YOY growth in sales and 147% rise in adjusted EBITDA
    Dana Inc. released financial results for the fourth quarter, and the full year ended Dec. 31, 2025. In the fourth quarter, the US-based supplier reported sales of $1.9 billion, up 5.2% year over year. Higher sales helped the company record adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) of $208 million, up 147% year over year, representing an adjusted EBITDA margin of 11.1%. The company's operating cash flow was $406 million, up 34.4% year over year, and adjusted...
    BorgWarner secures contract to supply 800-volt integrated drive module for North American OEM
    BorgWarner has secured a contract with a major North American original equipment manufacturer to supply its 800-volt secondary integrated drive module (iDM) and a generator module with a dual inverter. These components will be integrated into the automaker's range extended electric vehicle (REEV) trucks and large-frame SUV models, with production starting in 2029. This supply order represents several milestones for BorgWarner, including the introduction of its next-generation Viper power modu...
    Valeo plans to invest over €200 million in India by 2028
    Valeo has announced plans to invest over €200 million in India, aimed at expanding its industrial presence as part of its "Elevate 2028" strategic plan. This investment is projected to triple Valeo's sales in India to about €700 million by 2028 and further prepare for growth beyond this period. The company is capitalizing on the rising trends of electrification and AI technologies to meet the needs of Indian and global OEMs. Valeo's CEO, Christophe Périllat, emphasized India's critical ...
    Ford to launch affordable EV line to compete with mainland Chinese automakers
    Ford Motor Co. is preparing for the launch of an affordable electric vehicle (EV) line next year, with a starting price of $30,000, aimed at competing with the growing presence of mainland Chinese automakers. The new EV is designed to be lighter, more streamlined, and more efficient, extending the driving range by nearly 50 miles. The company's objective is to create a budget-friendly EV that remains appealing to consumers by integrating advanced technologies, such as semi-autonomous driving, wh...
    EU draft policy to mandate 70% local content for EVs to qualify for subsidies
    The European Union is working on a new draft policy that aims to mandate electric vehicles to have at least 70% of their components produced within the EU, excluding batteries, to qualify for state support and subsidies. This policy is part of a broader strategy to protect the EU's €2.6 trillion manufacturing sector and to counteract challenges such as competition from low-cost Chinese products, high-energy prices, and stringent climate regulations. Additionally, the policy will is expec...
    Ford CEO discusses scope for Sino-US joint manufacturing with US government officials
    Ford CEO Jim Farley has reportedly discussed a potential roadmap with senior Trump administration officials for [mainland] Chinese automakers to produce vehicles in the United States through partnerships with American car companies. This strategy mirrors the approach used when mainland China's auto industry began, involving joint ventures where US companies hold controlling stakes, ensuring profit and technology sharing. Farley shared this idea with US Trade Representative Jamieson Greer, ...
    BorgWarner reports1.6% y/y growth in net sales to $14.3 billion in 2025
    BorgWarner reported its 2025 financial outcomes, showing a 1.6% increase in sales totaling $14.3 billion compared to 2024. When excluding foreign currency impacts, organic sales rose by 0.5%. The company reported net earnings of $1.28 per diluted share; however, adjusted net earnings, which exclude $3.63 of net losses from non-comparable items, were $4.91 per diluted share, experiencing a 14% boost from 2024. Operating income settled at $536 million, or 3.7% of net sales, but after excluding ...
    Dauch reports net loss of $19.7 million in FY'2025 amid 4.7% year over year drop in sales
    Dauch Corp. previously known as American Axle & Manufacturing, released its financial results for the fourth quarter and full year ended Dec. 31, 2025. In the fourth quarter, the company’s sales remained stable at $1.38 billion, as recorded during the same period a year earlier. Dauch reported an operating loss of $33.8 million against an operating profit of $36.2 million. The company concluded the fourth quarter with a higher net loss of $75.3 milli...
    Serbian government plans to roll out incentives on purchase of EVs
    The Serbian government has announced a regulation for subsidized purchases of new electric vehicles, offering incentives ranging from €250 to €5,000 , according to the Official Gazette. These subsidies are available to all legal entities and private individuals but are limited to new electric vehicles that have not been previously registered. The subsidy amounts vary by vehicle category: €250 for mopeds and light tricycles (categories L1 and L2), €500 for motorcycles, heavy tricycl...
    Stellantis revives diesel variants of passenger cars, vans in Europe
    Stellantis, the owner of iconic automotive brands including Fiat and Jeep, is reintroducing diesel versions for at least seven car and passenger van models across Europe, marking a strategic shift away from electric vehicles. This move began in late 2025 and includes models such as various passenger vans, the Peugeot 308, and the premium DS No. 4 hatchback. The decision comes as electric vehicle sales have not met expectations, and Europe relaxes emissions targets, extending the lifespan for ...
    BorgWarner secures contract to supply VTG turbocharger for European OEM's HEV platform in North America
    BorgWarner has signed an agreement with a major European original equipment manufacturer (OEM) to supply its variable turbine geometry turbocharger (VTG) for one of the OEM's hybrid electric vehicle (HEV) platforms. This agreement marks BorgWarner's entry into the global supply base that will support the OEM's first HEV offerings in North America. The VTG turbocharger developed by BorgWarner allows for precise control of engine operations, optimizing performance over a wide range of engine sp...
    Magna delivers mixed Q4 FY’2025 results, sales up 2% year over year but operating income down 70% due to noncash impairment charges
    Magna International delivered a mixed financial performance in the fourth quarter and the full year ended Dec. 31, 2025. Sales increased by 2% year over year in the fourth quarter to $10.8 billion, despite a 1% decline in global light vehicle production. The Canadian supplier attributed revenue growth to increased production from ongoing programs and the launch of new ones, as well as net customer recoveries, which largely offset higher tariff costs. The fourth quarter adjusted EBIT rose 18% ...
    AutoTechInsight Weekly - 16 February 2026
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    From reserves to reality: India’s rare earth value-chain race
    In its Union Budget 2026–27, the Indian government introduced dedicated rare‑earth corridors in four states — Odisha, Kerala, Andhra Pradesh and Tamil Nadu — to develop mining, processing, research and manufacturing of rare earths. The corridors are intended to stimulate local economies, enhance R&D capacity and integrate the region into global advanced materials value chains. They complement the operations of IREL (India) Limited, a Department of Atomic Energy enterprise that ...
    CES 2026: Software-defined vehicles continue to evolve and gain momentum and scale
    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 ...
    FAW Group begins installing semisolid-state batteries in prototype cars
    FAW Group subsidiary, China Automotive New Energy Battery (CANEB), has started testing semisolid-state batteries in prototype vehicles to validate this new power battery technology. This marks the first use of a lithium-rich manganese-based solid-liquid hybrid battery, representing a significant advancement in battery energy density. The battery, developed in collaboration with Professor Chen Jun's team at Nankai University, achieves an energy density of over 500 watt-hours per kilogram ...
    Dana names Byron Foster next CEO, effective July 1; R. Bruce McDonald to remain chairman
    Dana Inc. has appointed Byron Foster as its next CEO, replacing R. Bruce McDonald, from July 1. McDonald, who has been Dana’s chairman and CEO since 2024, will maintain his position as chairman of the board of directors. Foster, currently serving as senior vice president and president of Light Vehicle Systems, Dana's largest business unit, joined the US-based company in 2021. Under his leadership, the Light Vehicle Systems unit has experienced significant sales growth and improved profit ma...
    Cooper-Standard reports mixed 2025 financial results, full-year sales up 0.4% year over year to $2.74 billion
    Cooper-Standard reported financial results for the fourth quarter and full year ended Dec. 31, 2025. In the fourth quarter, the company’s sales increased 1.8% year over year to $672.4 million, but operating income dropped 98.1% year over year to $0.6 million. Net income also decreased by 91.7% year over year to $3.3 million. Adjusted EBITDA was $34.9 million, or 5.2% of sales, while net cash from operating activities was $56.2 million and free cash flow was $44.6 million. The year-over...
    Canada announces more funding for clean transportation projects
    On Feb. 5, Canada introduced its new Automotive Strategy aimed at securing the auto industry and establishing a competitive sector focused on next-generation vehicles. This strategy includes a five-year Electric Vehicle Affordability Program and investments through the Canada Infrastructure Bank's (CIB) C$1.5 billion Charging and Hydrogen Refuelling Infrastructure Initiative, making it easier for Canadians to purchase and drive electric vehicles. Canada has already installed over 30,000 ...
    Stellantis takes a €22 billion hit on EV strategy reset
    Soon after Ford Motor Co. and General Motors (GM) wrote off billions of dollars due to scaling back their respective electric vehicle development plans, Stellantis announced it will take a staggering €22.2 billion hit to its balance sheet amid fading global demand for battery-electric vehicles (BEVs). The announcement came after the carmaker conducted a thorough assessment of its strategy and related costs to align its product development with real-world customer demand. The transition t...
    RWTH Aachen University plans to develop magnet-free electric motors
    The Chair of Production Engineering of E-Mobility Components (PEM) at RWTH Aachen University has embarked on the two-year NAFTech research project, funded by the German Federal Ministry for Economic Affairs and Energy. Collaborating with the Institute of Electrical Energy Conversion (IEW) at the University of Stuttgart and the Chair of Manufacturing Automation and Production Systems (FAPS) at FAU Erlangen, the PEM team aims to develop an electric motor as a traction drive that eliminates the ...
    Toyoda Gosei’s nine-month FY’2025/26 revenue increases to $5.3 billion
    Toyoda Gosei’s revenue increased 5.5% year over year to ¥830.6 billion (about $5.3 billion) in the first nine months of fiscal year 2025/26, ended Dec. 31, 2025, driven by an increase in vehicle production at original equipment manufacturer customers. Higher revenue, along with ongoing focus on cost efficiency, helped the Japanese supplier to record 11.5% year-over-year growth in operating profit to ¥52.5 billion. Toyoda Gosei concluded the nine-month period with a net profit of ¥43.9 billi...
    India removes planned concession for small cars in upcoming CAFE III rules – report
    India has decided to remove a planned concession for small cars from its upcoming next stage of Corporate Average Fuel Economy (CAFE III) rules after concerns were raised by some automakers, notably Tata Motors and Mahindra & Mahindra, who argued that such a concession would benefit only one company, Maruti Suzuki, which dominates 95% of India's small-car market. A previous draft, released by the Indian Bureau of Energy Efficiency (BEE) in September 2025, had proposed leniency for petrol ...
    AutoTechInsight Weekly - 9 February 2026
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    India to implement WLTP for vehicle emissions under BS-6 norms from April 2027
    The Indian government has notified the implementation of the Worldwide Harmonized Light-duty Vehicles Test Procedure (WLTP) for measuring vehicle emissions under Bharat Stage 6 (BS-6) norms for M1 and M2 vehicle categories starting in April 2027. This change, notified through an amendment to the Central Motor Vehicles Rules, 1989, follows draft norms issued by the Ministry of Road Transport and Highways on April 28, 2025. The WLTP cycle is considered more representative of real-world driving ...
    Tokai Rika’s nine-month FY’2025/26 sales up 4.4% YOY to $3.1 billion
    Tokai Rika reported a 4.4% year-over-year increase in sales to ¥479.6 billion (about $3.1 billion) in the nine-month period of fiscal year 2025/26, which ended Dec. 31, 2025. Higher sales helped the Japan-based auto parts supplier record a 7.2% year-over-year growth in operating profit to ¥29.5 billion, resulting in an operating profit margin of 6.2% compared with 6% during the same period in the previous financial year. Tokai Rika concluded the first three quarters of the year with net p...
    BMW recalls over 87,000 vehicles in US due to issue with the engine starter
    BMW North America is recalling 87,394 vehicles in the US to fix an issue with the engine starter that may cause it to overheat and, in extreme cases, pose a fire risk. According to BMW Blog, the recall affects multiple model lines, including the BMW 3 Series, X3, X4, 4 Series, 5 Series, Z4 and 2 Series coupe, as well as some Toyota Supra vehicles that share similar engines. According to BMW, unexpected wear on an internal component can cause the starter to stop working properly, sometimes sur...
    Nearly half of auto parts exports from India to US to attract zero duty, says Indian Minister of Commerce and Industry
    The bilateral trade agreement finalized between India and the US will see nearly half of auto parts exported to the US attracting zero duty, Autocar Professional reported, citing Indian Minister of Commerce and Industry Piyush Goyal. “Some auto parts exports will attract zero duty, while others will face an 18% tariff. Around 50% of exports will be duty-free,” Goyal said on Feb. 7.   Before the deal, Indian auto component exports to the US were subject to an average tariff of about&n...
    CATL begins deploying sodium-ion batteries in Changan’s electric cars
    CATL has started deploying its sodium-ion batteries in production-ready passenger vehicles, aiming to establish a leading position in developing more sustainable batteries. Together with Changan Automobile, CATL has introduced a sodium-ion battery-powered vehicle in Yakshi, Hulunbuir, Inner Mongolia, targeting a mid-2026 market launch. This is the world's first mass-produced passenger vehicle with sodium-ion batteries, although previous announcements by other Chinese automakers did not lead to l...
    Foxconn opens EV technology R&D center in mainland China
    Taiwanese technology company Foxconn has started operations at its new research and development center focused on electric vehicles and associated technologies in Zhengzhou, located in mainland China. The local government announced that the facility is positioned close to BYD's factory in Zhengzhou and will concentrate on advancements in next-generation electric and electrical architecture, as well as smart driving technology. Li Guangyao, the general manager of a Henan, mainland China-bas...
    Canadian government to rework EV strategy and reintroduce incentives
    The Canadian federal government is expected to announce a shift in its national automotive strategy, moving away from the electric vehicle mandate toward new fuel-efficiency standards and credits, as reported by CBC News. Alongside this change, the government is expected to reintroduce popular incentives for consumers purchasing EVs. According to sources, the new emissions standards will still require a significant number of EVs by 2035, deviating from the previous mandate that set incrementa...
    Aisin’s nine-month FY'2025/26 revenue rises 4.6% year over year to $24.1 billion
    Aisin reported a 4.6% year-over-year increase in revenue to ¥3.8 trillion (nearly $24.1 billion) in the first nine months of fiscal year 2025/26, ended Dec. 31, 2025. Higher revenue helped the Japanese supplier record 34.8% year-over-year growth in operating profit to ¥156.3 billion, while net profit more than doubled to ¥107.4 billion. The company recorded higher revenue in Japan, North America, the Association of Southeast Asian Nations, and India, which was partially offset by a dr...
    Dauch Corp. completes acquisition of Dowlais Group including GKN Automotive and Powder Metallurgy
    Dauch Corp. has announced the completion of its acquisition of Dowlais Group, including its subsidiaries GKN Automotive and GKN Powder Metallurgy. David C. Dauch, chairman and CEO of Dauch Corp., described this acquisition as a transformative event for both companies. The combined entity aims to become a leading driveline and metal-forming supplier in the global automotive industry, with a focus on meeting current demands and advancing into future propulsion technologies. Following ...
    Aisin to invest $200 million to expand production in India
    Aisin Corp. and its Indian subsidiary Aisin Automotive Haryana Private Ltd. (AHL) plan to expand AHL's current plant and construct a new facility in Maharashtra, India, to grow their business in India's rapidly expanding market. The total investment for these projects is about ¥32 billion (about $200 million). Since initiating production in India in the 1990s, Aisin has enhanced its manufacturing capabilities to align with market trends and customer demands, producing and selling a variety of p...
    Ford and Geely are in talks to collaborate on manufacturing and technology
    Ford Motor and Geely Auto are in discussions about a potential partnership to share the costs of technology and manufacturing. Geely may use Ford's European factory to produce vehicles for the European market, according to a Reuters report. Additionally, the companies are considering a framework for sharing automotive technologies, including autonomous driving. Progress on the European manufacturing negotiations appears to be smoother, with Ford's plant in Valencia, Spain, likely being con...
    BMW commences preproduction of new i3 models in Munich
    The BMW Group plant in Munich has begun producing pre-series vehicles of the new BMW i3, marking the next phase of preparation for series production, which is set to commence in the second half of 2026. Peter Weber, head of the BMW Group Plant Munich, highlighted this as a significant milestone, as it marks the first time a BMW i3 has been manufactured entirely within the plant using advanced production technology and digitally connected processes. This near-series production phase al...
    NHTSA initiates full investigation into 1.3 million Ford F-150 pickups due to reported transmission issues
    The US National Highway Traffic Safety Administration (NHTSA) has initiated a full investigation into nearly 1.3 million Ford F-150 pickups due to reported transmission issues. The federal vehicle safety agency began an initial probe in March 2025 but upgraded it following complaints from over 60% of surveyed owners. The investigation targets 2015–2017 models, specifically focusing on those with the 6R80 transmission. Owners reported incidents of sudden downshifts to lower gears without war...
    Indian supplier association ACMA welcomes bilateral trade deal reached between India and US
    On Feb. 2, India and the US finalized the long-awaited bilateral trade deal after nearly a year of prolonged negotiations and multiple rounds of talks. The agreement will see the US reduce import tariffs on Indian goods to 18% from 50% currently, providing relief to Indian exporters. In return, India will reduce tariffs and nontariff barriers on US goods to zero. In addition, India has agreed to purchase more than $500 billion worth of US energy, technolog...
    DENSO reports 3.9% YOY growth in nine-month FY'25/26 revenue; operating profit down 6.4%
    DENSO has announced financial results for the nine-month period ending Dec. 31, 2025, reporting a 3.9% year-over-year increase in consolidated revenue to ¥5.5 trillion (about $35.2 billion). Despite higher revenue, the Japan-based company recorded a 6.4% year-over-year decline in consolidated operating profit to ¥375.9 billion and a 12.5% year-over-year drop in consolidated profit attributable to owners of the parent company to ¥273.7 billion. In Japan, DENSO’s r...
    ZF, BMW sign long-term supply agreement on passenger car drives
    ZF Friedrichshafen AG and the BMW Group have entered into a long-term agreement focused on the development and supply of an 8-speed automatic transmission (8HP) for passenger-car drive systems. The deal, valued at several billion euros, is set to last until the late 2030s and aims to foster technology advancement and low-emission mobility for both companies. Mathias Miedreich, CEO of ZF, emphasized the importance of this partnership in promoting innovation, efficiency and sustainability wi...
    AutoTechInsight Weekly - 2 February 2026
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    Hyundai Mobis reports 6.8% year-over-year increase in 2025 revenue to $42.4 billion
    Hyundai Mobis has reported strong growth in revenue and profit in the financial year ended Dec. 31, 2025. The leading automotive supplier from South Korea recorded a 6.8% year-over-year increase in revenue to 61.1 trillion won (nearly $42.4 billion), driving a 9.2% year-over-year increase in operating profit to 3.3 trillion won. Apart from higher revenue, Hyundai Mobis benefited from companywide cost control, which helped it to offset the impact of US tariffs. However, the company concluded the ...
    SIAT 2026: Schaeffler India presents electrification and smart mobility solutions
    Schaeffler India Ltd., the Indian subsidiary of Germany-based motion technology company Schaeffler, is participating in the Symposium on International Automotive Technology (SIAT) 2026, held Jan. 28–30 in Pune, Maharashtra. The company is displaying next-generation technologies for the Indian automotive industry. Schaeffler is showcasing various solutions, including electrification technologies such as drives, motors and modules; efficient powertrain solutions for internal combustion engine...
    Greenland’s mineral edge: opportunity and obstacles
    Greenland has emerged as a strategic area due to its extensive reserves of rare earth elements (REEs) and other critical minerals essential to industries such as automotive, defense, and clean energy. Its resource base includes REEs, graphite, copper, nickel, zinc, iron ore and tungsten, which are key inputs to clean energy technology. According to the National Geological Survey of Denmark and Greenland (GEUS), the island contains an estimated 36.1 million metric tons of REE resources, with the ...
    Ford adds LFP battery option to Explorer and Capri SUVs in Europe
    Ford announced enhancements to its all-electric Explorer sport utility vehicle and Capri sports crossover, introducing a new lithium iron phosphate (LFP) battery option and upgraded electric motor for Standard Range models to cater to customers seeking affordability. The upgraded powertrain results in a range improvement of up to 70 km, with the Explorer Standard Range now offering up to 444 km and the Capri Standard Range reaching up to 464 km on a full charge. This increase represents an en...
    Dana releases preliminary results for 2025, financial outlook for 2026
    Dana Inc. announced its preliminary financial results for 2025, reporting sales of approximately $7.5 billion and adjusted EBITDA of about $600 million, equivalent to 8% of sales. The US-based automotive supplier recorded adjusted free cash flow of nearly $315 million. During the financial year, Dana completed the sale of its Off-Highway business for $2.7 billion and achieved cost savings of approximately $250 million. The company returned&nbs...
    Eaton announces plan to spin off Mobility Group
    Intelligent power management company Eaton has announced plans to separate its Vehicle and eMobility segments, collectively known as the Mobility Group, into an independent publicly traded entity. According to Eaton's CEO, Paulo Ruiz, this move aligns with Eaton's 2030 growth strategy, allowing the company to focus on its core Electrical and Aerospace businesses. The separation is intended to enable Eaton to capitalize on market trends such as electrification, digitalization, AI and increased in...
    American Axle & Manufacturing changes name to Dauch Corp.
    American Axle & Manufacturing Holdings Inc. has officially changed its name to Dauch Corp. by filing an amendment with the Delaware Secretary of State, effective Jan. 26. Following this change, effective Feb. 5, the company's common stock will begin trading on the NYSE under the new name Dauch Corp. with the ticker symbol DCH. However, the Committee on Uniform Securities Identification Procedures (CUSIP) of the company’s stock remains unchanged, and existing stock certificates remain valid...
    ZF Group releases preliminary financial results for 2025, reports strong growth in adjusted EBIT margin, adjusted free cash flow
    ZF Friedrichshafen has released its preliminary financial results for 2025, showing better-than-expected operating performance and cash flow. The Germany-based automotive supplier expects its adjusted free cash flow to exceed €1 billion and its adjusted earnings before interest and tax margin to exceed 4%. This is higher than ZF’s previous guidance of achieving an EBIT margin between 3% and 4% and adjusted free cash flow above €500 million. The company expects full-year revenue of mor...
    CATL expects to begin deploying sodium-ion batteries in passenger cars in Q2 2026
    CATL, the world's largest battery manufacturer, plans to begin incorporating sodium-ion batteries in passenger vehicles in the second quarter of 2026 to promote broader adoption of this new battery technology. The first cars to feature sodium-ion batteries will come from Chinese automaker GAC Aion, according to CATL's Chief Technology Officer Gao Huan. CATL is scaling up the production capacity of sodium-ion batteries. According to Gao, as the production capacity increases, these batt...
    AutoTechInsight Weekly - 26 January 2026
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    CES 2026: InfiMotion debuts innovative electric-drive products
    InfiMotion Technology, a mainland China-based supplier of electric-drive products, made its debut at the Consumer Electronics Show (CES) 2026 in Las Vegas by presenting its advanced electric-drive units (EDUs). These products highlight the company's global innovation capabilities in high-voltage architecture, lightweight materials and system integration, contributing to the enhancement of the global high-end electric vehicle supply chain.   InfiMotion showcased three major products: High...
    Honda and General Motors plan to discontinue production of fuel-cell systems in the US
    Honda Motor Co. Ltd. plans to discontinue the production of fuel-cell systems at Fuel Cell System Manufacturing LLC (FCSM), a joint venture with General Motors (GM), by the end of 2026. Honda will transition to utilizing its independently developed next-generation fuel-cell systems. FCSM was established in January 2017 in Brownstown, Michigan, as a pioneering collaboration between Honda and GM to produce advanced fuel-cell systems, combining their expertise to achieve synergies in development...
    Beijing Hyundai collaborates with Momenta to introduce advanced driver assistance
    Beijing Hyundai is collaborating with Momenta to introduce highway and urban Navigation on Autopilot (NOA) features as part of its localization strategy for smart and electric vehicles starting in 2026. The year 2026 marks the company's focus on strengthening local research and development capabilities in China, with increased investment and decision-making power in the Chinese market. A notable emphasis will be placed on new-energy vehicles (NEVs) and intelligent technologies to satisfy consume...
    Germany expands EV subsidy scheme to include range extenders
    Germany has decided to include cars with range extenders in its subsidy program designed to assist small- and medium-income households in purchasing new electric vehicles. The German government will provide financial support ranging from €1,500 to €6,000 for each car purchase. This initiative aims to boost sales in one of the country's crucial industries. The plan had been previously outlined by the Bild newspaper. Range extenders are defined as onboard generators powered by small combust...
    Chery's Exeed brand aims to roll out solid-state battery vehicles with 1,500-km range in 2026
    Chery's Exeed brand plans to equip its battery-electric vehicles with solid-state batteries by 2026, specifically in a shooting brake model named Liefeng, which will boast a driving range of 1,500 km in temperatures as low as -30°C. The solid-state battery, known as Chery's Rhino S solid-state battery, is expected to have an energy density of 600 watt-hours per kilogram. Currently, polymer, oxide and sulfide are the mainstream alternative electrolytes for solid-state battery development, ...
    NHTSA probes General Motors over engine failure in nearly 600,000 vehicles
    The US National Highway Traffic Safety Administration (NHTSA) announced on Monday (Jan. 19) that it has initiated a recall investigation involving approximately 597,571 General Motors (GM) vehicles due to potential engine failures. The affected vehicles are equipped with the L87 6.2-liter (L) V8 gasoline engine, which has experienced damage or failure. The US-based vehicle safety regulator has received 36 Vehicle Owner Questionnaires (VOQs) alleging engine failure incidents in vehicles that w...
    AutoTechInsight Weekly - 19 January 2026
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    Seoul expands EV subsidies with additional city-funded incentives
    Seoul, South Korea, is expanding its incentives for electric vehicle purchases by adding city-funded subsidies to existing national support as part of its strategy to shift away from internal combustion engine (ICE) vehicles and reduce greenhouse gas emissions. Under the new plan, buyers who replace gasoline or diesel vehicles with electric models will receive an additional 300,000 won (approximately $204) from the Seoul metropolitan government, supplementing a 1 million won subsidy provided by ...
    Schaeffler leads ReDriveS research project for circular use of electric-axle drives
    Schaeffler is leading the ReDriveS research project, which is funded by the German Federal Ministry for Economic Affairs and Energy. This initiative aims to develop an industrial, automated, scalable and non-destructive recycling concept for electric-axle drives. The ReDriveS project seeks to provide a technological edge in complying with statutory recycling requirements while ensuring cost-effective access to high-value materials in the future. Collaborating with 25 partners from industry...
    We have solved the technical limitations associated with switched reluctance motors: Ali Emadi, founder and CEO, Enedym Inc.
    Enedym’s switched reluctance motors (SRMs) are expected to not only reduce the dependence on rare earth metals, currently used in a majority of propulsion e-motors produced worldwide, but also significantly reduce the cost of development and production of e-motors in general. Enedym is tackling one of the industry’s most pressing challenges: reducing reliance on rare earth elements (REEs), which are costly, environmentally taxing, and largely sourced from [mainland] China. Dr. Emadi expl...
    The University of Birmingham launches a recycling facility for rare earth magnets
    The University of Birmingham in the UK has unveiled a new facility in the West Midlands dedicated to the separation and recycling of rare earth magnets. The new facility aims to reduce the UK's dependency on imports of rare earth metals, alloys and magnets. These magnets play a vital role in modern technologies such as wind turbines, electric vehicles and electronics, and their demand is likely to increase as low-carbon technologies advance. The facility employs a novel hydrogen-based recycli...
    ZF Foxconn commences e-axle assembly operations for BMW EVs in Debrecen, Hungary
    ZF Foxconn Chassis Modules has officially opened its new e-axle assembly plant in Debrecen, Hungary. The facility, which required an investment of €26.7 million, was completed in just 13 months and is dedicated to the just-in-sequence assembly of electrified front and rear axles for BMW's New Class platform. It contributes to the strategic positioning of the region as a hub for e-mobility and automotive production. The plant is expected to create a total of 550 jobs in Debrecen and Kecskem...
    Chinese Ministry of Commerce, EU authorities reach consensus on BEV exports from China
    Mainland China and the EU have reached a consensus regarding the price undertakings for exported battery-electric vehicles (BEVs). The agreement includes providing general guidance to Chinese exporters of BEVs to the EU. This consensus follows the EU's decision to impose anti-subsidy tariffs on Chinese BEVs in 2024, after an investigation into state support for the segment. The tariffs imposed were up to 35.3% in addition to the standard 10% tariff, a policy mainland China disagreed with...
    Xpeng plans to set up overseas supply chains teams to advance its global production network
    Xpeng plans to establish independently operated overseas localized supply chain teams in European and Association of Southeast Asian Nations markets by 2026, following its 2025 launch of local production in Europe and Southeast Asia. This initiative aims to enhance overseas supply resource deployment, improve supply chain responsiveness and support Xpeng's strategy for local production abroad. The company has accelerated its international market expansion over the past two years and aims...
    California allocates $200 million to set up a state-funded EV tax credit
    California, US, has announced a $200 million state-funded electric vehicle tax credit to replace the federal $7,500 credit that ended in September 2025 under US President Trump. This initiative aims to support the state's dominant EV market, which constituted 22.9% of new light-duty vehicle registrations in the second quarter of 2025. The program may also explore credits for used EVs. Automakers have responded positively to California's move, as it could boost sales that had previously declin...
    CES 2026: Skyworks showcases intelligent connectivity innovations for automotive
    Skyworks Solutions showcased its expanded lineup of automotive-grade solutions, which enhance connectivity and electrification, at the Consumer Electronics Show (CES) 2026. Its products, such as the V2X Front-End Modules and Notch Filters, improve real-time road awareness and support autonomous vehicles. The SKY5A2110 GNSS L1 + L5 Dual-Frequency Automotive LNA FEM offers faster satellite positioning with robust interference immunity, supporting advanced navigation systems. Furthermore, S...
    CES 2026: Niron Magnetics and Bimotal team up for rare-earth-free EV motors
    Niron Magnetics and Bimotal announced a partnership to create high-performance, rare-earth-free electric motors for electric vehicles and robotics, unveiling prototypes at the Consumer Electronics Show (CES) 2026. The collaboration targets US supply chain vulnerabilities by combining domestically produced iron nitride magnets with ultracompact motor designs. As EV adoption surges and rare earth dependencies strain global supplies, manufacturers seek alternatives. Niron's iron nitride tec...
    AutoTechInsight Weekly - 12 January 2026
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    Porsche deploys AI to reduce switching losses in power transistors by up to 95%
    Porsche Engineering is deploying AI (AI tools) to reduce switching losses in power transistors by up to 95%. The potential for reducing losses in electric vehicle inverters through intelligent actuation of power transistors can directly enhance the efficiency and range of EVs. Power transistors within inverters experience line losses and switching losses. These losses can be minimized using intelligent soft-switching techniques, particularly zero-voltage switching (ZVS), which reduces&nb...
    General Motors scales back EV investments with $6 billion charge
    General Motors (GM) announced a $6 billion charge to scale back some of its electric vehicle investments, becoming the latest automaker to do so amid policy changes by the US Trump administration and a decline in EV demand. This decision involves reducing planned EV production, affecting GM's supply chain, and leading to a $4.2 billion cash charge related to contract cancellations with suppliers. However, GM affirmed it would continue to offer its US lineup of EV models. The financial writedo...
    Nexen Tire supplies OE tires for the new Hyundai Elexio electric SUV in mainland China
    Nexen Tire has announced that it is supplying original equipment (OE) tires for Hyundai Motor's new electric sport utility vehicle, the Elexio, developed exclusively for the mainland Chinese market. Built on the automaker’s Electric-Global Modular Platform (E-GMP), the Elexio is the first electric vehicle produced by Beijing Hyundai, a joint venture of Hyundai Motor and BAIC Motor. Nexen Tire is providing two ultrahigh-performance tire models for this vehicle: The N'Fera Supreme S and ...
    CES 2026: Sony Honda Mobility Unveils AFEELA Prototype 2026
    Sony Honda Mobility (SHM) kicked off Consumer Electronics Show (CES) 2026 with a preview of its electric vehicle future, world-premiering the AFEELA Prototype 2026 and confirming US deliveries for the AFEELA 1 EV later in 2026. The announcements spotlight SHM's push to redefine EVs as Creative Entertainment Spaces, blending advanced AI, entertainment and seamless driving for electric mobility. At a pre-CES press conference, SHM positioned the AFEELA 1 pre-production model as its first EV...
    Xpeng completes trial production of P7+ battery-electric vehicle model at Magna's Austrian car factory
    Chinese electric-car maker Xpeng has completed trial production of the updated P7+ electric sedan at the Graz plant in Austria. Trial production is underway as the carmaker prepares to launch the battery-electric vehicle (BEV) in Europe.  In September 2025, Xpeng announced the start of localized production in Europe, utilizing the production line of Magna Steyr, an Austrian-based subsidiary of Magna International, to manufacture the G6 and G9 sport utility vehicles. Xpeng is working w...
    CES 2026: Visteon unveils intelligent cockpit electronics, AI computing, advanced displays and electrification solutions
    Visteon Corp. is presenting its comprehensive solutions at the Consumer Electronics Show (CES) 2026 in Las Vegas this week (Jan. 6–9). The company’s showcases at the annual event feature a range of production-ready intelligent cockpit electronics, AI computing solutions, advanced displays and electrification platforms. "This is not a concept showcase, but real technology, running live, and ready for the road," said Sachin Lawande, president and CEO of Visteon. "We're demonstrating how sol...
    AutoTechInsight Weekly - 5 January 2026
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    CES 2026: Schaeffler to showcase advanced motion technologies
    Schaeffler will present its comprehensive motion technology portfolio at the Consumer Electronics Show 2026 (CES), which will be held in Las Vegas this week. The exhibition will feature intelligent motion components and systems addressing industry challenges in humanoid robotics, energy generation, industrial automation and vehicle technology. The German supplier will present technologies for software-defined vehicles (SDVs) that simplify vehicle architectures and enable real-time control. Th...
    Shanghai extends its policy of providing free license plates to EVs
    Shanghai has announced the extension of its policy to provide free license plates for electric vehicles registered in the city until Dec. 31, 2026. Initially set to expire on Dec. 31, 2025, the measure has been renewed for another year, applicable to consumers purchasing EVs for non-commercial use. Shanghai, which hosts Tesla's China factory and serves as the global headquarters for Nio Inc., is also home to leading automotive manufacturer SAIC Motor. Eligibility for the free license plate...
    REE Automotive and BorgWarner’s Cascadia Motion partner for next-gen electric drive unit development
    On Dec. 29, 2025, REE Automotive, an automotive technology company specializing in software-defined vehicle (SDV) technology solutions, signed a strategic, nonbinding memorandum of understanding (MOU) with Cascadia Motion, a subsidiary of BorgWarner. The MOU establishes cooperation in manufacturing, commercialization and sales of a next-generation electric drive unit (EDU) using REEcorner technology for electrification programs of global original equipment manufacturers. The EDU product will ...
    AutoTechInsight Weekly - 29 December 2025
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    Leapmotor secures $530 million from FAW
    Leapmotor, a leading manufacturer of new-energy vehicles (NEVs), has secured a significant investment from China FAW Group, marking a notable instance of a mainland Chinese state-owned automaker investing in an NEV startup. According to a regulatory filing, Leapmotor has signed an agreement on Dec. 28 with FAW Equity Investment, a wholly owned subsidiary of China FAW, to issue 74,832,245 domestic shares at 50.03 yuan (about $7.13) per share, raising 3.74 billion yuan. The newly rais...
    Naxatra Labs secures $3 million funding to boost R&D and production of EV motors
    Naxatra Labs, a deeptech company focused on high-efficiency electric motors, has secured $3 million in a Pre-Series-A funding round led by Rainmatter, Autocar Professional reported Dec. 23. Based in Ahmedabad, India, the startup designs and manufactures motors for electric vehicles and industrial applications. Apart from Rainmatter, the funding round attracted participation from individual investors, including Mohit Tandon of Delhivery, Vijay Shekhar Sharma of Paytm, and Aloke Bajpai of Ixigo. ...
    Changan’s EV arm Deepal secures $874 million in Series-C funding
    Deepal, the electric vehicle unit of leading mainland Chinese vehicle manufacturer Changan Automobile, has successfully completed its Series-C funding round, raising 6.122 billion yuan (about $874 million). This funding is set to enhance Deepal's ability to compete in the intense EV market. The round introduced two new shareholders — Chongqing-based state-owned enterprise Yufu Holding Group and CMB Financial Asset Investment, a subsidiary of China Merchants Bank. Following the investment...
    BYD teams up with Mobil to launch engine oil for PHEVs
    BYD has announced a collaboration with Mobil to launch the world's first engine oil series specifically developed for plug-in hybrid electric vehicles. This new engine oil is tailored to BYD's DM-i (Dual Mode) hybrid technology, aimed at addressing the lubrication challenges faced by PHEVs under specific operating conditions. PHEV models, when compared to traditional gasoline-powered vehicles, have a more complex engine operating mode that includes frequent starts and stops, short-duration...
    Toyota recalls over 55,000 vehicles in US due to issue with inverter system
    Toyota is recalling 55,405 vehicles in the US due to a potential safety concern involving the inverter system. According to the US National Highway Traffic Safety Administration (NHTSA), the recall is due to a manufacturing defect where a bolt inside the inverter may not have been properly tightened. This flaw could result in incomplete contact at the inverter terminal. NHTSA noted that a solution to address the issue is being developed, though details regarding the timeline for the fix and t...
    CES 2026: Rohde & Schwarz to present lineup of automotive test and measurement innovations
    At the Consumer Electronics Show (CES) 2026, Rohde & Schwarz is showcasing testing and validation solutions that help automakers and suppliers accelerate the market introduction of safer, smarter and more sustainable vehicles.  In electric drivetrain testing, Rohde & Schwarz is focusing on inverter and battery management system (BMS) characterization to enhance efficiency in electric mobility. The solution provides insights into switching behavior, electromagnetic interferen...
    Zeekr delists from NYSE, completes merger with Geely
    Zeekr Group has finalized its merger with leading mainland Chinese automaker Geely Automobile Holdings, becoming a wholly owned subsidiary of the latter and ceasing to be a publicly traded company. Following the merger, Zeekr has requested the NYSE to suspend trading of its American Depositary Shares (ADS) by Dec. 22, 2025, and to notify the SEC of its delisting and deregistration of securities. This merger is part of Zhejiang Geely Holding Group's broader restructuring strategy, which aims t...
    Hyundai Motor appoints Manfred Harrer as the president and head of R&D division
    Hyundai Motor Group has announced executive appointments for 2026, aiming to accelerate its transformation into a software-driven mobility group and bolster its leadership in technology and research and development. The appointments focus on promoting experts in key business areas to address global uncertainties. Manfred Harrer will become president and head of the R&D Division, enhancing Hyundai's software-defined vehicle  (SDV) competitiveness through collaboration in software domains...
    AutoTechInsight Weekly - 22 December 2025
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    SAIC rolls out MG4 Anxin hatchback, world’s first mass-produced EV with semisolid-state battery
    SAIC's MG brand has announced that its new electric MG4 Anxin Edition hatchback has started customer deliveries in mainland China. The MG4 Anxin hatchback is the first mass-produced passenger electric vehicle powered by a semisolid-state battery. This vehicle boasts a China Light-Duty Vehicle Test Cycle (CLTC) range of 530 km per charge and supports 2C fast charging, where C stands for the rated capacity of the battery.  Introduced at the Chengdu Mot...
    Automotive suppliers sustain margins amid slower growth in 2025
    Automotive component suppliers demonstrated resilience during the first nine months of 2025 (January–September), navigating a period of moderating top-line growth while effectively enhancing profitability, compared to the strong performance in the corresponding period of 2024. While overall revenue growth decelerated from the double-digit pace observed earlier, the industry managed to expand its collective operating margins, reflecting a strong focus on operational efficiencies and cost manage...
    Thailand Cabinet revises EV promotion strategies to prevent market oversupply and price wars
    The Thai Cabinet has approved changes to its electric vehicle promotion strategies, specifically targeting the EV3 and EV3.5 measures, to prevent potential market oversupply and price wars. The adjustments aim to offer manufacturers more flexibility while maintaining market stability as Thailand pursues its ambition to become a significant global hub for EV production. Key updates include an extension of the vehicle registration timelines, with EV3 vehicles needing to be sold by Dec. 31, 2025...
    2026 Automotive Supplier Outlook
    In the wake of another tumultuous year for the global automotive industry, this report provides unfiltered insights directly from the front lines. S&P Global Mobility’s Matthew Beecham engaged with 59 senior executives from across the automotive supply chain to capture their experiences and strategies. Now in its third year, this comprehensive end-of-year analysis outlines the operational and strategic challenges suppliers faced in 2025 and how they are preparing for 2026. The suppliers...
    European Commission proposal softens 2035 ban on sale of ICE cars, now allows sale of hybrids
    The European Commission unveiled the automotive package on Dec. 16, focusing on providing flexibility for CO2 emissions of cars and vans to vehicle manufacturers, promoting affordable small electric cars, and establishing mandatory targets for corporate vehicles, as well as local development of the battery supply chain. Softening its stance on the earlier proposed ban on the sale of internal combustion engine (ICE) powered passenger cars by 2035, the new proposal from the European Commission ...
    Nissan begins production of third-generation LEAF EVs in the UK
    Japanese automaker Nissan has commenced production of its third-generation LEAF electric vehicles at its Sunderland-based manufacturing plant in the UK, bringing its EV36Zero plan to life, the company announced Dec. 16. Nissan first launched its ambitious EV36Zero plan in July 2021. The plan committed an investment of £1 billion in Sunderland to establish the company’s flagship EV manufacturing hub based on sustainability guidelines. The EV36Zero plan included setting up a highly auto...
    Lamborghini selects IHI’s turbocharger for new Temerario plug-in hybrid sports car
    Lamborghini has selected IHI Corp. to supply a turbocharger for its new plug-in hybrid sports car, the Temerario, Nikkie Asia reported Dec. 14. The Temerario, revealed by Lamborghini in 2024, is expected to begin customer deliveries in early 2026, representing a pivotal step in Lamborghini's plan to broaden its plug-in hybrid vehicle (PHV) lineup. The supply order is a key development for IHI as it aims to market its turbocharging technology to other PHV manufacturers and also introduce it in...
    Ford introduces strategic enhancements to Ford+ plan for diverse vehicle options and growth
    Ford Motor Co. has announced strategic measures to enhance its Ford+ plan, aiming to cater to customer demands while driving profitable growth. The company plans to offer a diverse range of options, including gas-powered vehicles, hybrids and electric vehicles. Ford's Universal EV Platform will support a variety of models, with an objective for hybrids, extended-range EVs and fully electric vehicles to constitute approximately 50% of its global volume by 2030, up from 17% in 2025. Ford will f...
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