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  3. Automotive Industry News & Contents 2026 [Daily Updates]

Automotive Industry News & Contents 2026 [Daily Updates]

This issue highlights Tesla's highly localized procurement and vertical integration strategy for the Model Y / Model Y L alongside upcoming U.S. D-segment electric SUV launch schedules, the latest technical trends in Chinese smart cockpits, and German passenger car production falling by 4.3% in July.

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.

　

Supply chain: Tesla Model Y

U.S.-Made Tesla Model Y / Model Y L Sourcing details

The North American-manufactured Tesla Model Y boasts high foundational BEV specifications, characterized by superior manufacturing efficiency and driving stability driven by its gigacasted framework, as well as outstanding thermal management technology exemplified by the "Octovalve." Supported by an industry-leading local procurement rate as a pinnacle of "American-Made" manufacturing, Tesla deploys an extremely broad product portfolio in the US market. Sourcing battery cells from global leaders like Panasonic Energy and CATL, and relying on North American facilities of top-tier suppliers like Bosch, Magna, and DYNA-MIG (F-Tech Inc.), Tesla maintains an industry-leading domestic content ratio.

...Read more

New Trends in Smart Cockpits in China

Xiaomi, Changan and ZEISS Smart Cockpit technology

From presentations by Xiaomi, Changan Technology/Tinnove, and ZEISS Microoptics.

  • Smart cockpit development trends
  • Xiaomi: HyperVision technical features and considerations
  • Changan Technology/Tinnove: Key parameters and engineering implementation of immersive displays
  • ZEISS Microoptics: Technical principles and mass production progress of holographic windshield displays

China reports

Analysis Report: Cockpit Module (Chinese Market)

Statistics (German July Production)

German Passenger Car July Production Database

German July production fell by 4.3% in July, as overall output declined due to the ongoing shift toward EV-related equipment and sluggish export demand. Among major OEMs, VW and BMW cut production, weighed down by declines in the Audi Q2 and 1 Series models, respectively.

German July Production Volume by Major OEMs (July y/y)

  • VW Group 151,114 → 140,135（-7.3%）
    • - Audi Q2 7,850 → 0（-100.0%）
  • Mercedes-Benz Group 76,478 → 82,736（+8.2%）
  • BMW Group 90,865 → 82,248（-9.5%）
    • - BMW 1 Series 10,322 → 8,138（-21.2%）
  • Tesla 6,038 → 15,233（+152.3%）
  • Stellantis 13,469 → 8,943（-33.6%）
  • Ford Group 12,548 → 6,279（-50.0%）

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