Automotive Industry News & Contents 2026 [Daily Updates]

July 23, 2026

Analyzing the SDV strategies of Megatech giants NVIDIA and Qualcomm, the contraction and new electrification strategies of Thailand's pickup truck market, and the global supply chain dynamics of the Ford Ranger produced in Thailand.

Updated daily with the latest information for the automotive industry. Coverage (Japanese/English/Chinese) of information directly related to business, including complete vehicles, EVs, automated driving, sales figures, and industry reports.

Table of contents

▶ NVIDIA & Qualcomm: Automotive Business Analysis of Two Megatech Giants

▶ Thailand's Pickup Truck Market

▶ Supply chain: Ford Ranger (Thailand)

▶ Supply Chain: Driveline (Axle, etc.), Transmission / Clutch

▶ Statistics

▶ News

NVIDIA & Qualcomm: Automotive Business Analysis of Two Megatech Giants

Choices in the SDV Era: Toward Building Partnerships

This report analyzes the competitive landscape and strategic directions of two prominent megatech suppliers, NVIDIA and Qualcomm, as they establish their presence in the evolving SDV (Software-Defined Vehicle) market.

NVIDIA: An "open platform strategy" to engage international competition
Qualcomm: A "true horizontal division of labor strategy" that returns the initiative to automakers (OEMs)
Comparison of NVIDIA and Qualcomm
Advances in autonomous driving technology and the rise of NVIDIA
The rise of Qualcomm, the Leader in Connected technologies
The evolution of mega-suppliers and the history of autonomous driving technology
Future Outlook: Competition in the SDV Era

SDV reports:
https://www.marklines.com/en/report/tag/258/sdv?rf=latest-contents

SDV/Automotive Software Vendor Report:

NVIDIA Corporation:
https://www.marklines.com/en/top500/nvidia?rf=latest-contents
Qualcomm, Inc.:
https://www.marklines.com/en/sdv/qualcomm?rf=latest-contents

Thailand's Pickup Truck Market

Thailand's Pickup Truck Market Report

While Thailand's pickup truck market saw sales volumes exceeding 300,000 units through the early 2020s, it began to contract in 2023; sales stood at 146,000 units in 2025 and 78,000 units for the first half of 2026. In terms of manufacturers, Toyota and Isuzu account for approximately 80% of the market share, with their flagship models—the Toyota Hilux and Isuzu D-Max—driving the market. Although Ford (Ranger), Nissan (Navara), and Mitsubishi (Triton) sell their own models, and Chinese automakers like SAIC Motor and Great Wall Motor have also entered the fray, they have been unable to break the dominance of Toyota and Isuzu. Amidst this landscape, Toyota and Isuzu launched BEV versions of the Hilux and D-Max in March 2026. With BYD also planning to introduce a PHEV pickup truck in 2026, both companies are implementing new strategies to maintain their competitiveness in the pickup truck market.

Pickup truck sales in Thailand by model:

January–June 2026: here
2020-2025: here

BEV pickup trucks available in Western markets and China

(Previously Reported) Pickup Truck Market Analysis:
https://www.marklines.com/en/report/statistics0010_202604?rf=latest-contents

Supply chain: Ford Ranger (Thailand)

Supply chain: Ford Ranger (Thailand) Report

The Ford Ranger, produced in Thailand, is a global mid-size pickup truck model. Production began in 1998 at AutoAlliance's Rayong plant, and, in response to growing demand, production has also been carried out at Ford Thailand Manufacturing's Rayong plant since 2016. In Thailand, approximately 46,000 units were produced from January through May 2026. The use of global Tier 1 suppliers is notable. Among European suppliers, Garrett Motion Technologies (India) supplies turbochargers, while Schaeffler (Thailand) supplies clutch discs. Meanwhile, among Japanese suppliers, Sumitomo Electric Wiring Systems (Thailand) supplies wire harnesses, and Ichikoh Industries (Thailand) and Stanley Electric (Thailand) supply lamps, among others.

Ford's parts suppliers in Rayong, Thailand (including indirect transactions)

Production plants for Ford Ranger (Thailand):

AutoAlliance (Thailand), Rayong Plant (1st Line):
https://www.marklines.com/en/global/1989?rf=latest-contents
Ford Thailand Manufacturing (FTM), Rayong Plant:
https://www.marklines.com/en/global/1985?rf=latest-contents
Ford related plant news:
https://www.marklines.com/u/6be2e670e1?rf=latest-contents

Supply Chain: Driveline (Axle, etc.), Transmission / Clutch

Search by Model / Supplier/ Component category:
Click here

Automatic Transmission (AT) (25 items): here
Torque Converter (17 items): here
Clutch (15 items): here
Differential (14 items): here
Clutch Disc (13 items): here
Manual Transmission (8 items): here
Shift Lever (3 items): here
Drive Shaft (2 items): here
Axle (1 item): here
CVT (1 item): here

Statistics

French sales rise 8.6% in June, driven by expanding demand for EVs fueled by purchase subsidies and the need to comply with EU CO₂ emissions regulations. Tesla’s Model Y and BYD’s ATTO 2 see sales growth. Among French OEMs, Renault’s sales are bolstered by the Renault 5, while Stellantis sees an increase in Peugeot 208 sales. Among Japanese OEMs, Toyota posts gains thanks to strong performance by the Yaris.
https://www.marklines.com/en/vehicle_sales/month?nationCode=FRA&fromYear=2026&isYearOnYear=true&rf=latest-contents

UK sales rise by 11.8% in June as the market expands, driven by growing demand for electrified vehicles—fueled by rising fuel prices and OEMs expanding their lineups in this segment. Chery, in particular, sees a significant surge in sales, led by the Jaecoo 7. Among other top OEMs, market growth is driven by strong performances from industry leader VW, as well as Tesla (led by the Model Y), Stellantis (Peugeot Partner), and Geely (XC40). In contrast, while Toyota sees increased sales of the Yaris, the company's overall sales volume experiences a slight decline.
https://www.marklines.com/en/vehicle_sales/month?nationCode=GBR&fromYear=2026&isYearOnYear=true&rf=latest-contents

Sales in Italy rise by 7.6% in June, driven by growing demand for electric vehicles—a trend fueled by the introduction of new models and the expansion of sales networks by Chinese OEMs. Notably, BYD (with the Atto 2), Chery (with the Jaecoo 7), and Leapmotor (with the T03) sees significant sales growth. Among other leading OEMs, Stellantis (Fiat Panda), Renault (Dacia Sandero), and VW (T-Roc) also increase sales, helping to drive the overall market expansion. Among Japanese OEMs, Toyota outperforms the previous year's figures, led by strong sales of the Yaris.
https://www.marklines.com/en/vehicle_sales/month?nationCode=ITA&fromYear=2026&isYearOnYear=true&rf=latest-contents

Sales in India rise by 20.9% in June, driven by an expansion in SUV sales as OEMs introduce low-priced compact SUV models. Major players lead the market with significant sales growth for specific SUV models—such as the Fronx (Suzuki), Scorpio (Mahindra), and Nexon (Tata). Among other Japanese OEMs, Toyota sees increased sales of the Urban Cruiser Hyryder (SUV), Nissan of the Gravite (MPV), and Honda of the Amaze (compact car). Additionally, sales of EVs from leading OEMs like Tata and Mahindra rise, supported by preferential tax rates for EVs.
https://www.marklines.com/en/vehicle_sales/month?nationCode=IND&fromYear=2026&isYearOnYear=true&rf=latest-contents

India's production rises by 20.6% in June. For Suzuki, production is boosted by increased exports alongside expanding domestic demand, particularly for the Dzire. Mahindra & Mahindra also see production rises, driven by increased exports and growing domestic demand for SUVs, led by the Scorpio. Tata increases production due to expanding domestic sales, particularly of the Punch. In contrast, Hyundai-Kia and Toyota reduce production.
https://www.marklines.com/en/vehicle_production/month?nationCode=IND&fromYear=2026&isYearOnYear=true&rf=latest-contents

Email notification setting for Sales/production volume updates:
https://www.marklines.com/en/members/setting/number_db?rf=latest-contents