AutoTechInsight
Implications of tariffs and BEV slowdowns on SDV, E/E architectures and semiconductor demand
The automotive industry faces evolving challenges, including a notable slowdown in electric vehicle (EV) adoption and the impact of tariffs. These factors are reshaping market dynamics, compelling Original Equipment Manufacturers (OEMs) to reevaluate their strategies on SDV and E/E architecture and adapt to the changing landscape. This presentation delves into the complex impacts of recent tariffs and the slowdown in Battery Electric Vehicle (BEV) production on Software-Defined Vehicles (SDV)
This presentation delves into the complex impacts of recent tariffs and the slowdown in Battery Electric Vehicle (BEV) production on Software-Defined Vehicles (SDV), electrical/electronic (E/E) architectures, and the semiconductor industry. We will examine how these economic and technological shifts are leading to regional disparities in innovation, with some regions reducing their SDV investments due to the BEV slowdown and tariffs, while Mainland China continues to propel forward in this domain. By analyzing these dynamics, we aim to provide insights into the evolving landscape of automotive technology and the implications for semiconductor demand.
