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    From ‘eyes-off’ hype to ‘hands-free’ reality: Premium OEMs bet big on L2+
    While automakers from China to North America have publicly confirmed their intentions to pursue Level 3, others most notably the early adopter German premiums are subtly easing off their Level 3 ambitions as their latest Level 2+ systems come to market. BMW, Mercedes‑Benz and Stellantis all went to market with highly publicized Level 3 plans, and both German automakers have Level 3 systems in market today in very limited availability. But each has discovered that the combination of high cos...
    BEV-native leadership and established OEM transition in SDV readiness
    The recent adoption by many original equipment manufacturers (OEMs) of an electrical/electronic (E/E) architecture based on zone controllers supporting a software-defined vehicle (SDV) is slowly replacing distributed electronic control architectures that rely on small pieces of control code housed and distributed widely inside isolated electronic control units (ECUs). This new approach centralizes the hardware processing and memory in fewer, more powerful control units that will house functional...
    AutoTechInsight Weekly - 1 June 2026
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    Trump administration presses for 82% North American vehicle content under USMCA, with half from US
    The Trump administration has presented Mexico with a proposal to significantly increase the regional content requirements for North American–built cars and trucks under the United States-Mexico-Canada Agreement (USMCA), Reuters reported on May 29, citing people familiar with the development. The US is demanding that vehicles should contain at least 82% regional content to qualify for preferential access under the trade agreement, with half of that value produ...
    Beyond decoration: Interior lighting evolves into a key tool for safety, comfort and personalization in vehicles
    For several decades, vehicle interior lighting consisted mainly of a few lamps serving basic functions, such as assisting drivers and passengers when entering or exiting the vehicle or illuminating the cabin at night. Automakers primarily offered dome lamps and map lamps as standard equipment in all vehicles. Dome lamps, typically mounted in the center of the headliner, diffused light throughout the cabin, while map lamps, usually integrated into the front overhead console near the rea...
    AutoTechInsight Weekly - 25 May 2026
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    Samvardhana Motherson FY 2025/26 revenue up 10.9% YOY to $13.4 billion
    Samvardhana Motherson International Ltd. (SAMIL) reported a 10.9% year-over-year increase in revenue to 1.26 trillion rupees (about $13.4 billion) in the fiscal year ended March 31, 2026. Higher revenue helped the leading automotive parts supplier from India record a 10.6% year-over-year growth in EBITDA to 120 billion rupees. However, the EBITDA margin slipped 10 basis points to 9.5%. SAMIL concluded the fiscal year with a profit after tax of 42.6 billion, up 12% f...
    Stanley Electric’s FY 2025/26 net sales marginally up to $3.24 billion
    Japanese supplier Stanley Electric reported a 1.7% year-over-year increase in net sales to ¥518.4 billion (nearly $3.24 billion) in the fiscal year ended March 31, 2026. Despite a marginal improvement in net sales, the company recorded a 12.9% year-over-year decline in operating profit to ¥42.6 billion, resulting in an operating margin of 8.2% compared to 9.6% in the previous financial year. Stanley Electric reported net income of ¥32.8 billion, up 2.4% from ¥32 billion in fiscal year 2024/2...
    AutoTechInsight Weekly - 18 May 2026
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    Koito’s net sales up 3.4% year over year to $5.9 billion in FY 2025/26
    Koito Manufacturing reported a 3.4% year-over-year increase in net sales to ¥947.6 billion (nearly $5.9 billion) in the fiscal year ended March 31, 2026, due to factors including new orders in key markets and increased demand for hybrid vehicles in the Americas. Higher sales helped the Japan-based lighting supplier record a 14.6% year-over-year growth in operating profit to ¥51.4 billion, but net profit declined 64.2% year over year to ¥16.5 billion. The company recorded higher operating p...
    Ambilight debuts EC smart dimming panoramic roof integrated with ambient lighting on all-new AUDI E7X
    Ambilight, a mainland China-based company specializing in electrochromic (EC) products for various markets, including automotive, is expanding its partnership with Audi following the debut of the German carmaker’s first all-electric sport utility vehicle (SUV), the AUDI E7X, at Auto China 2026 in Beijing in April. In 2024, Audi established a strategic partnership with SAIC to form a joint venture to produce electric vehicles for the mainland Chinese market. These vehicle...
    Audi unveils interior details of Q9 full-size SUV ahead of full reveal in summer 2026
    Audi has unveiled the interior of its forthcoming Q9 full-size sport utility vehicle, two months ahead of its world premiere in July. Designed as a versatile sanctuary for families, business travelers and long journeys, the spacious SUV offers up to seven seats, with easy access to the third row and a business-class six-seat layout option. Second-row individual seats feature electric adjustment and active ventilation, while all seats are at least partially power-adjustable. The third-row seats f...
    AutoTechInsight Weekly - 11 May 2026
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    Opel plans new all-electric C-segment SUV developed with Leapmotor
    Opel has unveiled a key project in its model strategy, a completely new, all-electric C-segment sport utility vehicle that would expand the carmaker's current portfolio. The new SUV is part of Stellantis and its Chinese partner Leapmotor's plan to deepen their strategic collaboration globally. According to the carmaker, the new electric SUV will not only serve as a blueprint for efficient global collaboration but also enable Opel to take a major strategic step forward in electrification and s...
    Software-defined vehicles and multi-cycle leasing: From OTA refresh to modular vehicle renewal
    The automotive industry’s shift towards a more sustainable approach is driving the growth of multi-cycle usage models. As automakers aim to capitalize on technological innovation and changing customer usage, these strategies extend the life of vehicles, components and materials through repair, repurposing, and refurbishment.  In traditional automotive cycles, vehicles are manufactured for a single owner, before eventually being scrapped, with limited opportunities to recycle materials....
    Hyundai Mobis' Q1 sales rise 5.5% YOY to $10.3 billion
    Hyundai Mobis reported a 5.5% year-over-year increase in sales to 15.6 trillion won (approximately $10.3 billion) in the first quarter of 2026 ended March 31, 2026. The company reported higher sales despite a decline in vehicle production volume at its biggest customer, Hyundai Motor and Kia. Operating profit improved 3.3% year over year to 803 billion won, resulting in operating margin of 5.2% compared to 5.3% in the first quarter of 2025. Hyundai Mobis concluded the first quarter with a 14.4% ...
    Toyoda Gosei reports strong growth in FY 2025/26 profit as revenue rises 8.2% year over year to $7.2 billion
    Toyoda Gosei reported strong growth in revenue and profit in the fiscal year 2025/26, which ended March 31, 2026. Revenue increased 8.2% year over year to ¥1.15 trillion (nearly $7.2 billion), driven by increased production volumes at its customers. Higher revenue helped the Japanese supplier record a 32.9% year-over-year increase in operating profit to ¥79.6 billion and a 52.5% year-over-year increase in profit before taxes to ¥90.2 billion. Toyoda Gosei concluded the fiscal year with 70.7% ...
    AutoTechInsight Weekly - 4 May 2026
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    Magna reports strong growth in Q1 earnings as sales rise 3.1% year over year to $10.4 billion
    Magna reported a 3.1% year-over-year increase in sales to $10.4 billion in the first quarter ended March 31, 2026. The company’s topline performance benefited from the launch of new programs and the net strengthening of foreign currencies against the US dollar. Despite higher sales, Magna recorded a 61% year-over-year decline in income from operations before income taxes to $87 million, including a $485 million loss on assets held for sale related to the planned divestment of it...
    Visteon’s Q1 earnings come under pressure despite 2.1% YOY increase in net sales to US$954M
    Visteon’s net sales increased 2.1% year over year to US$954 million in the first quarter ended March 31, 2026. The US-based company attributed the growth in sales to the ramp-up of recent product launches and robust customer demand. Despite higher sales, Visteon reported a 48.4% drop in income before income taxes to US$49 million, mainly due to higher selling, general and administrative (SG&A) expenses and restructuring costs. The company’s net income also fell by more than half to US$31...
    Valeo and Infineon develop laser-based ground projection module for vehicles
    Valeo and Infineon Technologies are collaborating on a short-distance ground-projection module that integrates laser beam scanning. The two partners are presenting their first joint innovation at Auto China 2026, showcasing it at the Valeo booth in Beijing, mainland China. The solution is designed to achieve daytime visibility for ground projections; this consequently requires high-performance systems. Valeo uses Infineon's 2D Micro Electronic Mechanical Systems (MEMS) mir...
    AutoTechInsight Weekly - 27 April 2026
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    Valeo Q1 FY 2026 sales declines 3.6% year over year to €5.1 billion
    Valeo’s sales declined 3.6% year over year to €5.1 billion in the first quarter ended March 31, 2026. Sales on a comparable basis, excluding foreign exchange impacts and scope of consolidation, increased 1.3% year over year. Original equipment (OE) sales declined 5.7% year over year to €4.2 billion and accounted for 83% of total sales during the first quarter. On a comparable basis, OE sales contracted by 0.6% year over year, outperforming global vehicle production by 3...
    Forvia Q1 FY 2026 revenue declines 4.3% year over year to €5.1 billion
    Forvia reported a 4.3% year-over-year decline in consolidated revenue to €5.1 billion in the first quarter ended March 31, 2026. At constant exchange rates, revenue dropped 2.2%, representing an outperformance of 120 basis points (bps) compared to global automotive production, which was down 3.4%. Revenue increased in Europe, the Middle East and Africa (EMEA) by 1.5% year over year to €2.7 billion. However, the company witnessed a dro...
    Auto China 2026: Valeo showcases China Speed innovations and humanoid robotics
    Valeo is showcasing its latest innovations at Auto China 2026, which runs from April 23 to May 3 at the Capital International Exhibition Center (CIECC) in Beijing. At its booth, the French supplier is presenting a portfolio of integrated systems designed at China Speed, aimed at reducing development cycles while maintaining global safety standards. In electrification, Valeo highlights a 5-in-1 Deep Integration Module and a next-generation dual inverter that reached start of production (SOP) i...
    Hyundai Motor presents IONIQ 3 electric hatchback in Europe, featuring spacious interior, Pleos Connect infotainment system
    Hyundai Motor has introduced the IONIQ 3, a fully electric compact hatchback designed to meet the electromobility requirements of customers in the European market. Built on Hyundai Motor Group's Electric-Global Modular Platform (E-GMP) with a 400-volt electrical architecture, the electric hatchback offers two battery options, with ranges of 344 kilometers (Standard Range) and 496 kilometers (Long Range). The electric powertrains deliver up to 107.8 kilowatts (147 PS) of output and 250 Newto...
    OPmobility reports lower revenue in Q1 2026 but strong regional and business segment growth
    OPmobility reported a 6.3% year-over-year decline in consolidated revenue to €2.5 billion in the first quarter ended March 31, 2026. Consolidated revenue, on a like-for-like basis, declined 2.3%. Economic revenue, which includes sales from joint ventures YFPO exterior systems manufacturing in mainland China and SHB module assembly operations in South Korea, declined 4.9% year over year to €2.8 billion. By business group, economic revenue in the Exterior and L...
    AutoTechInsight Weekly - 20 April 2026
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    Valeo and RESRG Automotive expand illuminated exterior partnership to new markets and components
    Valeo and RESRG Automotive announced a new step in their strategic partnership, which will continue to focus on illuminated front panels and expand to additional plastic-based illuminated products such as grilles, bumpers, spoilers, tailgates and rocker panels. The partnership, originally initiated in 2022 between Valeo and REHAU Automotive for Europe and North America, is now extended to include mainland China. RESRG Automotive is the new company formed by the merger of REHAU Automotive and SRG...
    Volkswagen unveils ID.3 Neo electric compact car with extended range and upgraded design
    Volkswagen has unveiled the ID.3 Neo as the successor to the ID.3, presented with a new name and extensive enhancements. The exterior features a new vehicle front design based on Volkswagen's Pure Positive design language and a new light design. The new efficient drive system, combined with the largest of three available batteries, enables a range of up to 630 kilometers, as per Worldwide Harmonized Light Vehicles Test Procedure (WLTP). Presales of the electric compact model will begin in German...
    How the hatchback got heavy
    In 1974, when the first Volkswagen Golf rolled off the line, it was meant to be a sensible car for sensible Europeans. Now, after half a century, it has become a rolling ledger of Brussels’ ambition. The model has accumulated weight, complexity and cost with each wave of regulation, from the earliest crash standards and pedestrian-protection measures to mandated airbags and antilock braking systems (ABS) in 2004 and electronic stability control in 2011. To trace its bill of materials is to rea...
    Tesla launches Spring Update 2026 software with ‘Hey Grok’ and more
    Tesla is rolling out its Spring Update 2026 software with over a dozen new features, including a redesigned Self-Driving subscription app, voice-activated Grok and an auto-install option for software updates. The update also introduces a new Cyberhog Pet Mode character and virtual custom wraps for Model S and X owners. The main functional change is a redesigned Self-Driving app for vehicles with Tesla's AI4 (HW4) hardware. The new interface allows one-tap subscription to Full Self-Driving (Su...
    Hyundai Mobis plans new investment in Nuevo Leon, Mexico
    Hyundai Mobis will invest 1 billion pesos (nearly $57.6 million) in Nuevo Leon, Mexico, to expand technology operations focused on autonomous driving, semiconductors and vehicle electrification, Mexico Business News reported April 10. The project is expected to generate approximately 250 jobs and reinforce Mexico's role within global automotive supply chains undergoing rapid technological transformation. The announcement was made by Samuel García Sepúlveda, governor of Nuevo ...
    Marelli appoints Frederick Henderson as interim CEO and outlines future leadership transitions during Chapter 11 process
    Marelli has announced the appointment of Frederick Henderson as its interim CEO, effective immediately. Henderson succeeds David Slump, who will continue to serve on Marelli's board of directors through the company's emergence from the ongoing Chapter 11 reorganization process. Marelli filed for reorganization under Chapter 11 of US Bankruptcy Code in June 2025. Separately, the Ad Hoc Group of lenders to Marelli announced its plan to appoint Laurent Favre as Marelli's futu...
    AutoTechInsight Weekly - 13 April 2026
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    Marelli to showcase in-cabin SDV innovations at Auto China 2026
    Marelli will showcase its latest in-cabin innovations at Auto China 2026 in Beijing from April 24 to May 3. The company will demonstrate how the convergence of electronics and interiors enables a unified, software-defined cockpit that combines computing, AI, high-performance MiniLED full array local dimming (FALD), HorizonView pillar-to-pillar displays and advanced interior technologies to create smart, immersive and affordable experiences in the era of software-defined vehicles (SDVs)...
    Magna enters agreements to divest global Lighting and Rooftop Systems businesses in three separate transactions
    On April 9, Magna International entered into definitive agreements to divest its global Lighting and Rooftop Systems businesses. According to the leading Canadian automotive supplier, a global investment firm will acquire its Lighting operations in North America, South America and China. A second investment firm will acquire Magna’s Lighting operations in Europe, while also taking ownership of the company’s global Rooftop Systems business in a separate transaction. Magna CEO Swamy Ko...
    Beyond signaling: How rear lighting helps automakers enhance communication and brand awareness
    Automotive rear lighting has undergone significant changes over the past three decades, playing a key role in promoting safer driving. Rear lights not only alert drivers to the presence of vehicles ahead but also help them understand the intentions of those vehicles, so the drivers can adjust their driving to avoid accidents. Rear lighting has also become increasingly important to automakers as a design element for the rear of the vehicle. This is possible due to automakers taking key in...
    Forvia Hella appoints Juan Manuel Mollá as managing director of lighting business
    Forvia Hella appointed Juan Manuel Mollá as the new managing director of its Lighting division and a member of the company's management board, effective March 1. Mollá replaced Bernard Schäferbarthold, who was leading the Lighting division and stepped down on Feb. 15. Mollá has more than 30 years of experience in the automotive industry and has held various leadership positions with different automotive suppliers. Most recently, he served as chief c...
    AutoTechInsight Weekly - 6 April 2026
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    Auto China 2026: Marelli to showcase software-defined automotive lighting innovations
    Marelli will present its latest advanced automotive lighting technologies at Auto China 2026 in Beijing, from April 24 to May 3. At the event, the company will demonstrate how lighting is evolving into a software‑defined platform that enables design differentiation and brand expression, intelligent interaction and digital communication, and safety. Frank Huber, president of Marelli's Lighting business, said that in future vehicle generations, lighting will drive intelligent interaction and ...
    Intelligent lighting: the car’s new language
    In the automotive industry’s grand parade of innovations — from electrification to autonomy — lighting rarely draws the loudest applause. Yet it is undergoing one of the most consequential transformations in the modern vehicle. What was once little more than a bulb cutting through the dark is becoming something far more sophisticated: a programmable interface for safety, communication and brand identity. The slender LED signatures that trace the outline of today’s SUVs may appear deco...
    AutoTechInsight Weekly - 30 March 2026
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    Forvia Hella reports 6.3% year-over-year growth in FY 2025 operating income to €474 million despite marginal decline in sales
    Forvia Hella released its comprehensive financial results for the fiscal year ended Dec. 31, 2025. Full-year sales declined 2.1% year over year to €7.9 billion. Adjusted for currency fluctuations, sales remained stable at €8 billion, matching the figure reported in 2024. During this period, global vehicle production increased by 3.9%, largely driven by the Asian market, while production in Europe and the Americas decreased. Operating income increased 6.3% year over yea...
    Antolin sells Indian operations to Shriram Pistons & Rings for €159 million
    Antolin reached an agreement to sell its three Indian legal entities to Shriram Pistons & Rings Ltd. (SPRL) for €159 million as part of its efforts to enhance its financial stability. The transaction, completed in early January, involved more than 1,500 employees transitioning to the new owner, a well-known supplier of engine parts in India. The divested business generates annual sales of approximately €110 million and specializes in producing automotive interior components such as headl...
    Forvia Hella unveils Front Phygital Shields for BMW iX3 enhancing design and functionality
    Forvia Hella has introduced the Front Phygital Shields for the all-electric BMW iX3, marking a pioneering moment in automotive design and production. These innovative shields are large-scale, integrative modules for the vehicle front and are developed and produced in Ljubljana, Slovenia, which is the global competence center for car body lighting at Forvia Hella. The shields represent a new product category by integrating lighting technology, design elements and sensing capabilities. This scalab...
    CLEPA survey shows automotive suppliers face higher profitability challenges in 2026
    Nearly one in four automotive suppliers in Europe expects to report losses in 2026, the European Association of Automotive Suppliers (CLEPA) reported in its Spring 2026 Pulse Check survey. According to the survey, 76% of automotive suppliers anticipate profitability below the sustainable level of 5%, a slight decline from the 70% noted in the previous survey in autumn 2025. Additionally, the percentage of suppliers expecting negative profitability has risen to 24%, up from 15%.  To manag...
    Auto China 2026: Marelli plans to unveil over 20 innovations and 6 new product launches
    Marelli will unveil a wide array of new technologies at the Beijing International Automotive Exhibition in mainland China from April 24 to May 3. The exhibition will take place at the New China International Exhibition Center in Beijing, where Marelli's booth will feature over 20 innovations and six new product launches. These offerings utilize Marelli's combination of local expertise and global reach to offer scalable, affordable solutions that expedite customers' time-to-market in mainland Chi...
    AutoTechInsight Weekly - 23 March 2026
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    BMW launches the new all-electric i3 with up to 900-km range
    In a press release dated March 18, BMW announced the launch of the new BMW i3, the second model of the Neue Klasse. The BMW i350 xDrive, the first all-electric BMW 3 Series, features electric motors on both front and rear axles. With a combined system power output of 345 kilowatts/469hp, it boasts a maximum torque of 645 Newton meters (N.m). The BMW i3 has a range of up to 900 kilometers in the Worldwide Harmonised Light Vehicle Test Procedure (WLTP) test cycle and offers rapid charging capab...
    Fiem Industries opens electromagnetic interference and electromagnetic compatibility testing laboratory in India
    Fiem Industries Ltd. has launched an electromagnetic interference (EMI) and electromagnetic compatibility (EMC) testing laboratory at its R&D-Electronics Innovation Centre and corporate office in Gurugram, Haryana, India. This facility is designed to support the Indian lighting supplier in developing automotive lighting electronics for both two-wheelers and passenger vehicles, especially as LED technology and electronic controls become more prevalent in lighting systems. The laboratory enabl...
    AutoTechInsight Weekly - 16 March 2026
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    Diodes introduces AL8859Q SPI boost controller for automotive headlight systems
    Diodes Inc. has expanded its power management offerings by introducing the AL8859Q, a multiphase SPI boost controller compliant with automotive standards. The device serves as the primary constant-voltage pre-stage for adaptive front lighting systems, including high beams, low beams, daytime running lights (DRL), turn indicators, fog lights and cornering lights, as one integrated lighting module. It addresses wider automotive power system applications, supporting an extensive input voltage ...
    JEC World 2026: Valeo showcases lightweight, sustainable automotive solutions
    Valeo is showcasing its advancements in lightweighting and material innovation at JEC World 2026, being held this week (March 10–12) in Paris. The company is displaying automotive components that integrate post-consumer recycled plastics or bio-based materials, as well as structural components made of high-performance organosheet composite solutions. The lightweight organosheet solutions reduce vehicle weight and CO₂ emissions, while composite materials enhance manufacturing efficiency by in...
    AutoTechInsight Weekly - 9 March 2026
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    TactoTek enters licensing partnership with LurexX Optical to accelerate development of IMSE-based applications
    TactoTek, a Finland-based company specializing in In-Mold Structural Electronics (IMSE) technology, has announced a licensing partnership with LurexX Optical GmbH, a German company specializing in optical simulation and design. The partnership will enable LurexX to integrate IMSE technology into its portfolio and offer cutting-edge technological concepts. This partnership enhances the global IMSE ecosystem by incorporating advanced optical engineering skills in system...
    Valeo delivers strong earnings performance in FY 2025 despite 2.7% year-over-year decline in sales to €20.9 billion
    Valeo reported better-than-expected financial results in the financial year ended Dec. 31, 2025. Sales declined 2.7% year over year to €20.9 billion. However, on a like-for-like basis, sales improved 0.5%. Despite lower sales, operating income increased 6% year over year to €977 million, resulting in an improved operating margin of 4.7% compared to 4.3% in 2024. Net income increased 23% year over year to €200 million. Valeo reported 8% year-over-year growth in adjusted EBITDA to €3 bi...
    AutoTechInsight Weekly - 2 March 2026
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    Aptiv reports FY 2025 revenue at $20 billion, rises 3% YOY
    Aptiv has reported its 2025 financial performance, highlighting a 3% increase in full-year revenue to $20.4 billion. The company reported full-year 2025 net income under generally accepted accounting principles of $165 million. GAAP operating income was $1,184 million, compared to $1,842 million in the prior year. For the full year of 2025, Aptiv recorded a net income of $165 million, including a $648 million noncash goodwill impairment charge. This resulted in diluted earnings per share of $...
    OPmobility reports higher earnings in FY 2025 despite marginal decline in economic revenue to €11.5 billion
    OPmobility reported an 8.9% year-over-year increase in net profit to €185 million in the financial year ended Dec. 31, 2025, despite a 0.9% year-over-year decline in economic revenue to €11.5 billion. The company’s consolidated revenue, which excludes revenue from joint ventures, fell 2.6% year over year to €10.2 billion. Revenue from JVs, which mainly includes Yanfeng Plastic Omnium (YFPO) in mainland China and SHB Automotive Modules in South Korea, increased 13.6% year over year to...
    TactoTek enters manufacturing partnership with Symbiose to expand In-Mold Structural Electronics capability for automotive applications
    TactoTek, a Finland-based company specializing in In-Mold Structural Electronics (IMSE) technology, has entered a manufacturing partner agreement with Symbiose, a France-based advanced printed electronics company with expertise in In-Mold Electronics (IME). This partnership aims to expand manufacturing capabilities within the IMSE ecosystem and cater to the growing demand for IMSE solutions in automotive programs worldwide. Symbiose, with its extensive experience in high-precision printed ele...
    Capital Market Day 2026: Forvia unveils IGNITE strategic road map, targets sales of €21 billion-€22 billion in 2028, an operating margin of at least 7%
    Forvia unveiled its new strategic road map, IGNITE, at the 2026 Capital Markets Day. The road map, with the theme "Drive what matters and unlock what is next," will be implemented in two key phases: Focus & Strengthen between 2025 and 2028, followed by Lead & Grow. The strategic road map aims to sharpen Forvia's profile, reduce complexity and increase financial flexibility to promote growth and sustained cash flow generation. “IGNITE marks the start of a new strategic chapter for Fo...
    Antolin partners with Neural Concept to innovate automotive interior design using AI
    Antolin has announced a strategic partnership with Neural Concept, an AI-first engineering platform, to enhance innovation in automotive interior design using AI-driven engineering. This collaboration is intended to integrate AI-native workflows into the engineering process, thereby accelerating design and validation cycles, improving efficiency and fostering innovation within Antolin's global engineering teams. After a successful pilot in 2024, Antolin plans to expand the use of Neural Conce...
    Forvia reports higher operating income, strong cash flow despite 3% year-over-year drop in sales to €26.9 billion
    Forvia Group delivered strong financial performance in the fiscal year ended Dec. 31, 2025. The France-based company reported sales of €26.2 billion, down 3% year over year from €26.9 billion in 2024. However, at constant currency, sales remained unchanged at the 2024 level. Despite lower sales, operating income increased 4% year over year to €1.4 billion, which led to a 40-basis-point increase in operating margin to 5.6%. The company reported a 47% year-over-year growt...
    US International Trade Commission begins investigation into USMCA automotive rules of origin
    The US International Trade Commission (ITC) has initiated an investigation into the automotive rules of origin under the United States-Mexico-Canada (USMCA) trade agreement to assess their impact on the US economy, competitiveness, and relevance in light of recent technological changes. The USMCA's rules of origin have increased regional value content requirements, compelling manufacturers in the US, Mexico and Canada to source more inputs from within the region to qualify for free tra...
    AutoTechInsight Weekly - 23 February 2026
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    Marelli Motherson Automotive Lighting opens new manufacturing plant in India
    Samvardhana Motherson International Ltd. has inaugurated a new manufacturing facility in Sanand, Gujarat, India, to produce and supply automotive lighting systems. The plant will be operated by Marelli Motherson Automotive Lighting India Private Ltd. (MMLI), a strategic joint venture between the Motherson Group and Marelli. It will focus exclusively on exterior lighting systems, including headlights and taillights, thereby strengthening the Indian auto component group’s capabilities in premium...
    EU draft policy to mandate 70% local content for EVs to qualify for subsidies
    The EU 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 is expected to requir...
    Stanley Electric's nine-month FY’2025/26 net sales up 1.2% YOY to $2.4 billion
    Stanley Electric reported a 1.2% year-over-year increase in net sales to ¥380.3 billion (nearly $2.4 billion) in the first nine months of the fiscal year 2025/26, which ended Dec. 31, 2025. Despite marginal growth in sales, the Japan-based lighting supplier recorded a 13.2% year-over-year decline in operating profit to ¥28.6 billion, due to the unfavorable impact of US tariffs, semiconductor shortages and other factors. The company concluded the nine-month period with a net profit of ¥21.4 bi...
    AutoTechInsight Weekly - 16 February 2026
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    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...
    OPmobility eyes Hyundai Mobis lighting business to accelerate global expansion
    In late January, OPmobility signed a memorandum of understanding (MOU) with Hyundai Mobis to explore the potential acquisition of the South Korean supplier’s lighting business. The two companies aim to reach a definitive agreement in 2026. The acquisition promises to significantly expand OPmobility’s global position as one of the leading tier 1 suppliers of lighting systems, a business the French supplier entered just four years ago. Hyundai Mobis is the largest tier 1 ...
    AutoTechInsight Weekly - 9 February 2026
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    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...
    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...
    AutoTechInsight Weekly - 2 February 2026
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    Forvia secures over $1 billion deal with major European automaker for North America operations
    Forvia has secured over $1 billion in new and expanded business with a major European automaker, involving products from its Seating, Interiors and Forvia Hella's Lighting business groups. The French supplier will produce these products across seven plants in the US and Mexico to support this customer's North American operations. Francois Tardif, executive vice president Americas, emphasized that these awards highlight Forvia as a reliable partner committed to advancing sustainable mobil...
    Automotive lighting suppliers bracing for another challenging year in 2026
    Automotive lighting suppliers reported moderate growth in lighting system supply in 2025, driven by the recovery in light vehicle production. According to data compiled by S&P Global Mobility’s analysts, the supply of headlights and taillights each improved by 2.5% year over year to 183 million units as global light vehicle production increased 3.1% year over year to 92.2 million vehicles. Moreover, lighting suppliers also recorded 6.2% year-over-year growth in the supply of ambient light ...
    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 ...
    Neolite ZKW inaugurates new lighting facility in Pune, India
    Neolite ZKW Lightings Ltd., a joint venture between the ZKW Group and Indian supplier Neolite, has established a manufacturing facility in Pune, Maharashtra, to produce automotive lighting systems, Autocar Professional reported Jan. 23, 2026. The plant, which began operations in December 2025, is strategically located near the Mumbai-Pune-Nashik-Aurangabad automotive cluster, enabling the company to efficiently serve clients such as JSW MG Motor, Stellantis India, VE Commercial Vehicles and...
    AutoTechInsight Weekly - 26 January 2026
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    OLEDWorks supplies OLED panels for new Audi Q3 digital rear lights
    OLEDWorks has announced that it is supplying the organic light-emitting diode lighting panels in the digital next-generation display technology OLED rear combination lamps for the new Audi Q3 compact sport utility vehicle (SUV). Audi unveiled the third-generation Q3 in June 2025, introducing new personalization and intelligent lighting features. For the first time, customers can select digital OLED taillights powered by OLEDWorks' Atala Digital panels in the Q3 lineup, offering cust...
    ZKW supplies advanced digital Matrix headlights featuring micro-LED technology to all-new Audi Q3 compact SUV
    ZKW Group is supplying advanced headlights for the new Audi Q3 compact sport utility vehicle. The Austria-based supplier has developed the digital Matrix LED headlights featuring micro-LED technology in collaboration with Audi's technical experts. Each headlight comprises 25,600 individually controllable micro-LED pixels, enabling precise light control and projection for enhanced road illumination with improved contrast and brightness. Moreover, the glare-free high beam is automatically controll...
    Valeo wins major contract to deliver smart interior lighting for global automaker
    Valeo has secured a significant supply order from a premium global automaker. The project will see Valeo use TactoTek’s innovative in-mold structural electronics (IMSE) technology to develop a new, automated and high-volume manufacturing process. This new solution will combine lighting and electronics into a single smart structure for car interiors. The design aims to create a sleek look and improve the in-cabin experience, reflecting a trend in the industry to integrate design, functi...
    AutoTechInsight Weekly - 19 January 2026
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    DENSO invests $69 million in new logistics center in Lebanon, Tennessee
    DENSO plans to invest $69 million in constructing an advanced logistics center in Lebanon, Tennessee, which will retain 100 jobs in the area and enhance the company's operations and competitiveness in North America. The 280,000-square-foot facility is scheduled to begin construction in summer 2026 and open in spring 2027, replacing DENSO's current Wilson County, Tennessee, operations with a larger, technologically advanced space. The phased transition will ensure continuity for DENSO's workforce...
    ZKW Group appoints Sangbo Sim as new CFO
    ZKW Group, the Austria-based automotive lighting supplier jointly owned by LG Group and LG Electronics, has appointed Sangbo Sim as its new CFO, effective Jan. 1, 2026. Sim has replaced Sangwook Woo, who is returning to South Korea, after serving the company for three years.  Sim, who has been with LG Electronics since 2001, brings extensive financial and management expertise, having served in senior roles, including head of Business Improvement and head of Investor R...
    Forvia Hella collaborates with Volvo Cars to develop new headlamp for the all-new XC70 plug-in hybrid electric SUV
    Forvia Hella collaborated with Volvo Cars to develop a futuristic Thor's Hammer headlamp for the new XC70, the first plug-in hybrid electric sport utility vehicle from the Swedish carmaker. The headlamp maintains Volvo's iconic design while introducing advanced technology and enhanced functionality to improve safety and reliability. Volvo Cars unveiled the new plug-in hybrid SUV in September 2025.  "Safety is at the core of Volvo Cars’ DNA, expressed through design ...
    AutoTechInsight Weekly - 12 January 2026
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    Toyoda Gosei introduces innovative LED lamp unit that projects moving patterned lights inside vehicle interiors
    Toyoda Gosei has introduced a new LED lamp unit designed to project moving, patterned lights inside vehicle interiors. This innovation is featured in the Lexus RZ1, a battery-electric vehicle from Toyota Motor. As automakers strive to enhance the in-car experience, demand has grown for interior illumination that responds to music or sensor inputs, such as approach notifications. Toyoda Gosei has responded by applying its proprietary optical engineering expertise to create LED lamps equipped w...
    AutoTechInsight Weekly - 5 January 2026
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    Hyundai recalls more than 51,500 vehicles in US due to fire risk
    The US National Highway Traffic Safety Administration (NHTSA) announced that Hyundai Motor is recalling 51,587 vehicles in the US due to a potential fire risk arising from a short-circuit in trailer lights. This issue is attributed to the incorrect installation of the wiring harness. Vehicle owners have been advised to park their cars outside and away from structures until the recall repair is completed. Hyundai dealers will replace the trailer wiring harness at no cost to the owners. In rece...
    AutoTechInsight Weekly - 29 December 2025
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    AutoTechInsight Weekly - 22 December 2025
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    TactoTek enters licensee agreement with ARRK SPG for its In-Mold Structural Electronics technology
    TactoTek has entered into a licensing agreement with ARRK SPG Pre-Series Tooling and Prototyping BV, a subsidiary of ARRK Corp., for its In-Mold Structural Electronics (IMSE) technology. As part of the agreement, ARRK SPG's expertise in pre-series tooling, precision engineering and high-quality production will support TactoTek’s global expansion of licensed IMSE manufacturers. As a development partner to automotive, lighting and industrial brands, ARRK SPG enhances the ecosystem with c...
    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...
    CES 2026: Valeo to showcase advance mobility technologies
    Valeo is set to participate in the Consumer Electronics Show (CES) 2026, presenting its latest mobility technologies aimed at enhancing vehicle sustainability, efficiency and safety. As a key partner to global automakers, Valeo will introduce integrated solutions that improve vehicle intelligence, energy management and visibility systems to elevate the user experience.  At CES 2026, Valeo will have a presence at three locations. The main booth at Central Plaza (Booth CP145) will feature ...
    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...
    Samvardhana Motherson completes acquisition of remaining 10% stake in Motherson Lumen Systems SA
    Samvardhana Motherson International Ltd. (SAMIL) has acquired the remaining 10% equity stake in Motherson Lumen Systems South Africa Pty. Ltd. This acquisition was carried out through Motherson Lumen Holding Ltd., which is an indirect wholly owned subsidiary of SAMIL. With this acquisition, Motherson Lumen Systems South Africa has become an indirect wholly owned subsidiary of the parent company. Motherson Lumen Systems South Africa operates a design, manufacturing and sales facility loca...
    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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