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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...
    AutoTechInsight Weekly - 30 March 2026
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    AutoTechInsight Weekly - 23 March 2026
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    AutoTechInsight Weekly - 16 March 2026
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    Aisin unveils 2028 Medium-Term Management Plan targeting 6.2% of operating profit margin and 10% of return on equity by FY 2028/29
    On Feb. 19, Aisin Corp. unveiled its 2028 Medium-Term Management Plan to ensure sustainable growth beyond 2030, in line with its Medium- to Long-Term Business Strategy. Amid global uncertainty and shifting market trends, the Japanese supplier aims to transform into a company that realizes the full value of movement by leveraging its manufacturing expertise, extensive product range and integrated global production network. The three-year plan, which will guide the Japanese supplier t...
    AutoTechInsight Weekly - 9 March 2026
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    AutoTechInsight Weekly - 2 March 2026
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    AutoTechInsight Weekly - 23 February 2026
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    AutoTechInsight Weekly - 16 February 2026
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    AutoTechInsight Weekly - 9 February 2026
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    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...
    AutoTechInsight Weekly - 2 February 2026
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    AutoTechInsight Weekly - 26 January 2026
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    AutoTechInsight Weekly - 19 January 2026
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    AutoTechInsight Weekly - 12 January 2026
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    AutoTechInsight Weekly - 5 January 2026
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    AutoTechInsight Weekly - 29 December 2025
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    AutoTechInsight Weekly - 22 December 2025
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    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...
    2026 Automotive Analyst Outlook
    S&P Global Mobility’s 2026 Automotive Analyst Outlook presents a comprehensive collection of insights, reflections and forward-looking perspectives from our team of analysts. Drawing on a year marked by volatility, innovation and adaptation, our experts examine how the global automotive industry navigated the challenges and opportunities of 2025 — from supply chain disruptions and regulatory shifts to the evolving landscape of electrification, connectivity and consumer preferences. Throu...
    AutoTechInsight Weekly - 15 December 2025
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    AutoTechInsight Weekly - 8 December 2025
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    Porsche vehicles in Russia immobilized by satellite security system malfunction
    Hundreds of Porsche vehicles across Russia have become undrivable due to a malfunction in their factory-installed satellite security systems. Owners and dealerships have reported instances where engines suddenly shut down and fuel delivery was blocked, effectively immobilizing the cars. The issue has been noted in Moscow, Krasnodar and several other cities since last week. Rolf, identified as Russia's largest dealership group, observed a surge in service requests on Nov. 28 as vehicle...
    AutoTechInsight Weekly - 1 December 2025
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    AutoTechInsight Weekly - 24 November 2025
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    AutoTechInsight Weekly - 17 November 2025
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    AutoTechInsight Weekly - 10 November 2025
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    AutoTechInsight Weekly - 3 November 2025
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    AutoTechInsight Weekly - 27 October 2025
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    AutoTechInsight Weekly - 20 October 2025
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    AutoTechInsight Weekly - 13 October 2025
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    AutoTechInsight Weekly - 6 October 2025
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    TE Connectivity launches new electronic control unit connector portfolio for software-defined vehicles
    TE Connectivity (TE) has launched its Inside Device Connectivity portfolio to address the evolving requirements of automotive electronic control units (ECUs) and next-generation vehicle architectures, including software-defined vehicles (SDVs). The new lineup includes board-to-board, wire-to-board, flex-to-board and wire-to-wire connector solutions engineered for compact, high-performance applications within zonal architectures and key systems such as: Onboard charger (OBC), inverter...
    BMW recalls 145,000 US vehicles over fire risk linked to starter defect
    BMW is recalling more than 145,000 vehicles in the US after regulators warned that a defective starter could overheat and ignite a fire, the US National Highway Traffic Safety Administration (NHTSA) said Oct. 1. The recall affects select 2019–2025 models, including the 2020 340i and X6, 2020–2025 840i, 2020–2022 740Li, and 2019–2020 X5 and X7. NHTSA said that repeated starting attempts may cause the motor to overheat, potentially igniting nearby engine materials. Occupants may notice ...
    AutoTechInsight Weekly - 29 September 2025
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    AutoTechInsight Weekly - 22 September 2025
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    AutoTechInsight Weekly - 15 September 2025
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    AutoTechInsight Weekly - 8 September 2025
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    AutoTechInsight Weekly - 1 September 2025
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    Continental to divest ContiTech Original Equipment Solutions business to Regent
    Continental announced that it has signed an agreement to sell its ContiTech business area, Original Equipment Solutions (OESL), to global investment firm Regent. The transaction remains subject to antitrust approval. Financial terms were not disclosed. The divestiture is part of the ContiTech group sector’s strategy to sharpen its focus on industrial customers, a direction first outlined at Continental’s Capital Market Day in June. With this step, Continental is advancing its plan to esta...
    The evolving landscape of automotive startups
    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...
    AutoTechInsight Weekly - 25 August 2025
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    AutoTechInsight Weekly - 18 August 2025
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    AutoTechInsight Weekly - 11 August 2025
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    Eaton’s SQ8 connector system selected by major global OEM
    Intelligent power management company Eaton announced that its Mobility Group has been selected by a leading global automaker to supply the high-power lock box (HPLB) SQ8 connector system for a new plug-in hybrid electric vehicle platform. This marks the first use of the SQ8 configuration in a PHEV application. Building on Eaton’s expertise in harsh-environment, high-current connectivity, the SQ8’s core innovation lies in its patented inverted terminal contact system. This design combines ...
    The future of EVs relies on practical engineering solutions — interview with MAHLE Powertrain
    The automotive industry is at a crossroads, facing intense pressure to meet strict emissions regulations while catering to a growing demand for efficient and sustainable vehicles. The integration of battery systems with internal combustion engines (ICEs) in hybrids is not just an option; it is a necessity. This integration poses challenges that require a sharp focus on performance, efficiency and compliance. At the heart of this effort is the need for detailed drive-cycle models that inform the ...
    AutoTechInsight Weekly - 4 August 2025
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    Magna’s Q2 FY 2025 net sales declines 3% year over year to $10.6 billion
    Magna, a leading auto parts supplier and contract vehicle manufacturer from Canada, reported a 3% year-over-year decline in net sales amounting to $10.6 billion in the second quarter ended June 30, 2025, according to a press release dated Aug. 1. The company attributed this decline to reduced light vehicle production in its key markets of North America and Europe, along with lower complete vehicle production volumes due to the end of production for Jaguar I-Pace and E-Pace models. Despite the...
    AutoTechInsight Weekly - 28 July 2025
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    AutoTechInsight Weekly - 21 July 2025
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    AutoTechInsight Weekly - 14 July 2025
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    AutoTechInsight Weekly - 7 July 2025
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    AutoTechInsight Weekly - 30 June 2025
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    AutoTechInsight Weekly - 23 June 2025
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    Haoxin Group acquires controlling stake in Officine Vica
    Italian powertrain components manufacturer Officine Vica announced June 13 that it signed a strategic investment agreement with mainland China’s Haoxin Group. Under the agreement, mainland Chinese automotive parts and precision castings company Haoxin Group will acquire a controlling interest in the Rivoli-headquartered supplier through the subscription of a capital increase. This strategic partnership will enhance Officine Vica’s new product development capabilities and support opport...
    AutoTechInsight Weekly - 16 June 2025
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    AutoTechInsight Weekly - 9 June 2025
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    AutoTechInsight Weekly - 2 June 2025
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    Thyssenkrupp transitions to strategic holding company with independent business segments
    The executive board of thyssenkrupp is developing a strategic target model for the future course of the entire group and plans to submit it to its supervisory board before the end of the current financial year 2024/25, ending Sept. 30, 2025. As part of the plan, the Germany-based company — with business interests from automotive to chemicals to oil and gas to shipbuilding — is gearing up to transition into a strategic holding company with independent business segment...
    AutoTechInsight Weekly - 26 May 2025
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    AutoTechInsight Weekly - 19 May 2025
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    AutoTechInsight Weekly - 12 May 2025
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    KPIT acquires Caresoft Global's engineering solutions business
    KPIT Technologies has announced it will acquire automotive benchmarking company Caresoft Global's carved-out Engineering Solutions business, which is especially focused on off-highway and truck and bus segments globally. Caresoft Global will continue to strengthen its Automotive vertical while partnering with KPIT to expand its benchmarking and cost reduction business into new areas such as software benchmarking, creating unique market differentiators, and jointly exploring downstream implementa...
    AutoTechInsight Weekly - 5 May 2025
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    AutoTechInsight Weekly - 28 April 2025
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    AutoTechInsight Weekly - 21 April 2025
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    AutoTechInsight Weekly - 14 April 2025
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    AutoTechInsight Weekly - 7 April 2025
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    Shift happens: Suppliers drive home higher profits than OEMs in Q4 2024
    The automotive industry has long been recognized as a high-capital, low-return sector, grappling with various economic pressures and competitive challenges. In recent years, the landscape has shifted dramatically, particularly with the rise of mainland Chinese automotive companies. Here we review the profitability trends between original equipment manufacturers (OEMs) and suppliers, and the implications of macroeconomic factors that shape the industry. The automotive sector is currently in tu...
    China to launch vehicle-to-grid pilot projects in nine cities
    China reportedly plans to launch 30 pilot projects in nine cities that would use the country's growing fleet of electric vehicles as batteries to shore up power supply on the grid during spikes in demand, according to a government announcement on April 2. The move comes after the National Development and Reform Commission (NDRC) issued rules in 2024 to strengthen the integration of new-energy vehicles with the grid amid concerns that the rapid adoption of EVs in the country could overwhelm the p...
    AutoTechInsight Weekly - 31 March 2025
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    AutoTechInsight Weekly - 24 March 2025
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    AutoTechInsight Weekly - 17 March 2025
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    AutoTechInsight Weekly - 10 March 2025
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    Sustainability practices in the automotive supply chain
    The automotive industry is transforming as it faces sustainability pressures and must adapt to changing market dynamics. Recently, the focus on sustainability has intensified due to regulatory requirements, consumer demand for greener products and the urgent need to combat climate change. The S&P Global Mobility 2025 Supplier Outlook highlights the sustainability practices being adopted across the automotive supply chain. The growing pressure for sustainability Luz Mauch, executive vic...
    Navigating change: How automotive suppliers are adapting to consumer demands
    The automotive industry is rapidly evolving, shaped by shifting consumer preferences and economic pressures. Suppliers must be agile and proactive, swiftly responding to consumer demands while balancing production costs and profitability in a fiercely competitive market. The S&P Global Mobility 2025 Supplier Outlook emphasizes the need for suppliers to tackle these market changes head-on. Consumer behavior in flux Economic factors are key in shaping how consumers behave. In turn, these...
    AutoTechInsight Weekly - 3 March 2025
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    AutoTechInsight Weekly - 24 February 2025
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    Teamwork makes the dream work in automotive
    In an era where vehicles are as much about software as they are about steel, partnering has become essential rather than just beneficial. It is the powerhouse driving advancements in connected vehicles, autonomous driving innovations and sustainable practices within the automotive industry. However, collaboration in this sector can be a double-edged sword; while it sparks innovation, it also presents challenges. Cultural clashes, intellectual property dilemmas and the need for agility in respons...
    Charting a course through automotive supply chain disruptions
    The automotive industry is grappling with a myriad of supply chain disruptions that have become increasingly common since the pandemic struck. In addition to Brexit complexities, rising material costs, natural disasters, geopolitical tensions and economic instability are forcing companies to rethink their logistics and sourcing strategies on the fly. While improvements are anticipated in the global car chip shortage, challenges persist. As Nimish Ashar, associate director of E/E & Semicon...
    Steering through regulations in the automotive sector
    As the automotive industry evolves, suppliers must prioritize regulatory compliance due to stricter environmental laws linked to climate change. Investing in new technologies is essential to avoid penalties and enhance competitiveness. We examine the regulatory challenges facing suppliers and share insights from industry executives in S&P Global Mobility’s 2025 Automotive Supplier Outlook. Regulatory pressures: A catalyst for change Automotive suppliers are facing numerous challenges...
    Facing the skills crisis in the European automotive sector
    The European automotive supply industry is currently grappling with a severe labor shortage, exacerbated by record attrition levels that have plagued it over the past few years. This alarming situation has led to job losses that surpass even the darkest days of the pandemic. Despite optimistic forecasts for new job creation, the reality reveals a staggering net loss of nearly 56,000 positions since 2020, with the worst yet to come, according to The European Association of Automotive Suppliers (C...
    Visteon reports strong financial performance and new business wins
    Visteon has reported 2024 full-year net sales of $3.87 billion, down 2.2% from 2023. Gross profit for the full year was $531 million while net income was $274 million or $9.82 per diluted share. Net income declined nearly 44% compared to the prior year due primarily to the non-cash tax benefit. Adjusted EBITDA was a record $474 million and increased $40 million compared to the prior year. The increase primarily reflects the impact of strong operational performance, cost discipline and lower year...
    Suppliers to the new Audi Q5
    The Audi Q5 is manufactured at  the plant in San José Chiapa, Puebla .Production of the car is expected to peak at 105120 in 2025, according to a forecast from S&P Global Mobility. One of Audi's modern plants is in San José Chiapa, which opened its doors in 2016. IIt is highly flexible and perfectly adaptable for the production of new vehicles. For the new Q5, the company has managed to change its systems during ongoing operations with minimal disruption, enabling a ...
    AutoTechInsight Weekly - 17 February 2025
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    UVeye secures $191 million to bolster AI-driven vehicle inspections
    UVeye, a leading company in AI-driven vehicle inspection technology, has recently announced a substantial funding round amounting to $191 million, elevating its total capital raised to $380.5 million. This funding, a mix of equity and debt, aims to support UVeye's rapid growth in response to the increasing global demand for its innovative vehicle inspection systems. The company is on the verge of scanning 1 million vehicles every month, indicating its strong position in the industry. The fund...
    President Trump imposes 25% tariff on all steel and aluminum imports into the US without any exceptions or exemptions
    On Feb. 10, US President Donald Trump signed an executive order to impose a 25% tariff on all steel and aluminum imported into the US without any exceptions or exemptions. The new tariffs will become effective from March 4, 2025. Steel and aluminum are the two most widely used raw materials in the production of a diverse range of products, from consumer appliances such as refrigerators and washing machines to cars and trucks. In vehicles, automakers use 900 to 1,400 kg of steel in the product...
    AutoTechInsight Weekly - 10 February 2025
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    MAHLE sells minority share in electric motor company
    German automotive supplier MAHLE has agreed to sell its 40% minority share in Langfang Kokusan Electric Co. Ltd., a company specializing in the production of electric motors, generators, and other electrical products for the automotive and leisure equipment industries. This sale will see 28.5% of the shares acquired by Langfang Jinrun Technology Group Co. Ltd. and 11.5% by Langfang State-owned Assets Business Co. Ltd., both co-shareholders in the joint venture. The agreement for this transaction...
    AutoTechInsight Weekly - 3 February 2025
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    Continental’s ContiTech plans to close four facilities in Germany
    The ContiTech division of Continental intends to close four plants and downsize two others, affecting a total of 580 employees, Reuters reported Jan. 30. The division plans to close its plants in Bad Blankenburg, Stolzenau and Moers, as well as combined its sites in Frohburg and Geithain, all in Germany. In addition, ContiTech plans to end manufacturing operations at its Hannover-Vahrenwald plant in Germany by the end of the first half of this year and relocate operations to its plants i...
    AutoTechInsight Weekly - 27 January 2025
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    AutoTechInsight Weekly - 20 January 2025
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    JTEKT reaches agreement to sell European Needle Roller Bearings business to Germany-based financial investor Aequita
    In December 2024, JTEKT Corp. signed a basic agreement to transfer its European Needle Roller Bearings (NRB) business to Aequita, a financial investor based in Germany. The planned transfer includes the sale of all shares of JTEKT’s three consolidated subsidiaries involved in the manufacture and sale of NRBs in Europe, one each in France, Germany and Czech Republic.  This strategic move is part of JTEKT's second medium-term management plan that covers the fiscal year 2024 to 2026 ...
    AutoTechInsight Weekly - 13 January 2025
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    AutoTechInsight Weekly - 6 January 2025
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    AutoTechInsight Weekly - 30 December 2024
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    AutoTechInsight Weekly - 23 December 2024
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    Automotive Supplier Outlook 2025: Volume 4 Companies P - Y
    S&P Global Mobility’s Matthew Beecham has engaged senior executives from 42 suppliers in the automotive supply chain for an end-of-year interview initiative. This initiative seeks to gather valuable insights into the challenges faced in 2024 and the strategies being formulated for 2025, prioritizing genuine experiences over elaborate strategies. This report is the final volume in a four-part series. The key discussion points include the challenges faced by automotive suppliers in 2024, ...
    AutoTechInsight Weekly - 16 December 2024
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    Automotive Supplier Outlook 2025: Volume 3 Companies K - N
    S&P Global Mobility’s Matthew Beecham has engaged senior executives from 42 suppliers in the automotive supply chain for an end-of-year interview initiative. This initiative seeks to gather valuable insights into the challenges faced in 2024 and the strategies being formulated for 2025, prioritizing genuine experiences over elaborate strategies. This report is the third of four volumes. The key discussion points include the challenges faced by automotive suppliers, including increased r...
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