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Trump Tariffs: Impact on the North American Auto Industry
479.5 Japan 199.3 242.5 198.3 196.3 123.4 157.5 152.8 Mexico 373.2 325.5 257.0 259.1 164.9 254.1 326.7 UK 8.1 3.2 0.1 0.0 - - - Korea - 69.8 14.1 - - - - Other/unknown 194.5 - - - - - - Percentage of imported vehicles 51.9% 47.6% 52.2% 46.6% 39.5% 45.8% 51.9% StellantisAlfa RomeoDodgeRamFiatJeepMaseratiChrysler Total sales volume 2,262.5 2,228.3 1,841.6 1,810.0 1,574.0 1,555.8 1,325.6 Number of imported vehicles Total number 1,07...
Market & Tech Reports Updated at: 2025/05/02
Mexico (1) Sales grow fourth consecutive year in 2024, but growth slows
gaining prominence Mexican domestic EV "Zacua" (Source: Zacua) Prior to the inauguration of Claudia Scheinbaum as President in October 2024, Mexico announced a draft plan to lead a national project to develop the Olinia, a purely domestic EV, as part of its “Technology Development Program for Innovation”. The project aims to promote the growth of the automotive industry and the use of clean energy by providing affordable EVs for t...
Market & Tech Reports Updated at: 2025/04/30
Analysis Report: Airbag (U.S. and European Markets)
d its development status of airbags that protect motorcycle riders. This includes airbag-equipped helmets jointly developed with Locatelli S.p.a., Italian manufacturer of Airoh brand helmets, airbags attached to the riders’ jackets, and frontal collision protection airbags attached to motorcycle frames. In July 2022, the company announced that it was jointly developing an airbag-equipped helmet for bicyclists with POC Sweden AB, a manufacturer ...
Market & Tech Reports Updated at: 2025/04/24
Analysis Report: Automatic Transmission (AT) (Japanese, U.S. and European Markets)
ared to FY2023. As for the progress of the mid- to long-term business strategy formulated in September 2023, there are still issues remaining regarding profitability in existing areas (AT, etc.), but development costs and capital investments are being steadily made in growth areas (e-Axle, battery framework, Gigacast). In addition, the company's priority activities for FY2024 include the commercialization of electrified and intelligent products a...
Market & Tech Reports Updated at: 2025/04/15
Analysis Report: Brake (U.S. and European Markets)
l direction, the behavior in all directions during operation can be optimally controlled. In Europe and the U.S., ABS and ESC are standard equipment. This report uses the term ESC to refer to electronic stability control, which is also referred to by other names, such as as electronic stability program (ESP) or vehicle stability control (VSC) by some German OEMs. Next, this report also deals with the three components that make up the foundatio...
Market & Tech Reports Updated at: 2025/03/21
Stellantis (2) Developing Next-Generation Vehicles with New Platforms
Stellantis (2) Developing Next-Generation Vehicles with New Platforms Strengthening bio-hybrids in South America and CV business in North America and Europe Summary Introducing next generation models based on its multi-energy STLA platform Developing Bio-Hybrid technology in South America Making Algeria a strategic hub in Africa Leading US PHV market, launches commercial vehicle division Ram Professional New global commercial vehicle site establi...
Market & Tech Reports Updated at: 2025/03/18
Stellantis (1) From a BEV strategy to an xEV strategy
BEV models. The long-term plan calls for the introduction of more than 75 BEV models worldwide by 2030, and achieve global a BEV sales volume of 5 million units. As of January 2025, four Stellantis BEV models were introduced in the U.S. The first half of the year (H1) will see the launch of the Ram 1500 Ramcharger, Range Extender EV (series PHV) pickup truck. EV production expansion is planned in Mexico, but there are concerns about tariff is...
Market & Tech Reports Updated at: 2025/03/05
U.S. Market: New Vehicle Sales Recover, BEV Expansion Slows
CX-50, which is manufactured in the U.S. On the other hand, although Stellantis has the strength to capture more than 40% of the U.S. PHEV market (42% in 2024), it continues to experience significant volume declines (down 14.8% in 2024 ) due to sluggish sales of its mainstay Jeep brand SUVs and Ram brand full-size pickups. Additionally, Tesla saw its first annual sales decrease since the start of sales (a decrease of 7.8% y/y). Sales trends...
Market & Tech Reports Updated at: 2025/02/21
Chinese Market 2024: Sales Volume 31.4M units, Chinese OEMs Share over 65%
296 1,204 1,452 332 Mitsubishi Motors 75,001 66,006 33,579 8,957 0 Japan total 4,760,833 4,572,942 4,383,784 3,883,032 3,157,897 U.S. Tesla 137,459 484,130 710,865 947,742 916,660 GM Group 1,467,470 1,331,567 1,170,471 1,042,970 499,848 Ford Group 297,648 359,021 325,406 335,256 357,737 FCA 40,513 0 0 0 0 U.S. total 1,943,090 2,174,718 2,206,742 2,325,968 1,774,245 Korea Hyundai-Kia 698,583 523,948 381,110 423,458 431,215 France...
Market & Tech Reports Updated at: 2025/02/19
Detroit Auto Show 2025: Ford, GM, and Stellantis
2024)GM (1) EV Sales Growth Stalls, Electrification Plans Revised (Oct. 2024) The Mustang GTD stood out with its race-ready design, blending aggressive aerodynamics with a hand-built 5.2-liter supercharged V8 engine producing over 800 horsepower. Equipped with adaptive suspension and carbon-ceramic brakes, the GTD demonstrated unparalleled precision and control. An 8-speed rear transaxle enhanced weight distribution, while its active aerod...
Market & Tech Reports Updated at: 2025/02/13
Global Top 10 OEMs Production Forecast (Q4 2024)
00 BEV assembly falling by 74% this year. This was compounded by the loss of the Fiat 500 ICE (312) in June due to the EU’s UNECE155 (cybersecurity) Directive, and the troubled renewals of the Citroën C3 and C3 Aircross further cutting into European volumes. In North America, the closure of the Brampton plant in Canada for retooling has reduced Chrysler and Dodge build by a combined 48k units YoY, while the phasing out of the old ‘DS’ styl...
Market & Tech Reports Updated at: 2025/01/31
Los Angeles Auto Show 2024: HMI in the U.S. Market
Los Angeles Convention Center from November 22 to December 1, 2024. This show is one of the four major motor shows in the U.S. (the others being Detroit, Chicago, and New York), and many manufacturers exhibited their products. In addition to American brands such as Chevrolet, Cadillac, Ford, Jeep, RAM, Dodge, and Tesla, most brands except for German luxury brands participated, including South Korea's Hyundai, Kia, and Genesis; Japan's Toyota, Ho...
Market & Tech Reports Updated at: 2025/01/15
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (November 2024)
heavy duty battery electric Semi trucks. On the 22nd, Actually Smart Summon, a function that allows users to summon a vehicle over short distances, was released in Europe and the Middle East. On November 25, the Governor of California announced a proposal to create a new Clean Vehicle Rebate Program (CVRP) that would end in 2023 if the EV tax credit under the Inflation Control Act (IRA) is eliminated, but Tesla's models would likely not qualif...
Market & Tech Reports Updated at: 2024/12/27
U.S. Market: Transition towards the new Trump Administration
d, “This is only a last resort, and I don't think President-elect Trump wants that.” Canada accounts for about 85% of U.S. electricity imports and also holds 34 critical minerals and metals needed by the U.S. Department of Defense (Pentagon). Christine Feuell, CEO of the Stellantis-owned Ram brand, admitted that the company is reviewing the expansion of its manufacturing sites in Mexico in response to possible tariffs proposed by Presi...
Market & Tech Reports Updated at: 2024/12/26
European Market: Adjusting Electrification Plan Amid Slowing EV Sales
decided to impose countervailing duties on imports of EVs from China for a period of five years. Some Chinese automakers began or are planning production of EVs in the EU to cope with the countervailing duties. National governments have decided to improve tax exemptions and continue subsidy programs to increase the use of EVs, coping with a recent drop in EV sales. While automakers are formulating the electrification strategies to achieve the...
Market & Tech Reports Updated at: 2024/12/25
Analysis Report: CVT (Japanese, U.S. and European markets)
e, and that there are many large displacement vehicles where the durability of the CVT belt is an issue. GM had not produced a mechanical CVT for a long time, but the 2019 model year Chevrolet Malibu announced in the summer of 2018 was equipped with a new mechanical CVT manufactured in-house at the Ramos Arizpe plant in Mexico. The Chevrolet Spark by GM was also equipped with a mechanical CVT, but it was manufactured by JATCO of Japan. As for ele...
Market & Tech Reports Updated at: 2024/11/21
Analysis Report: Air Conditioning System (U.S. and European Markets)
ntly, the receiver-dryer converts the refrigerant to a semi-liquid as in conventional air conditioning systems. Room temperature, low pressure semi-liquid refrigerant is sent to the compressor through a 3-way valve, bypassing the evaporator. (Repeated thereafter.) Furthermore, as shown in the diagram below, there are cases of BEVs using air conditioner refrigerant to cool battery coolant via a chiller, or conversely using heat generated from mo...
Market & Tech Reports Updated at: 2024/11/07
GAC: Aiming to Sell Over 4.75 million Units by 2030
C aims to export 500,000 units by 2030. GAC already operates several assembly plants in Africa and Southeast Asia. Of these, GAC Aion's Thai plant began operations in July 2024. As for joint ventures with overseas-based OEMS, following the bankruptcy of GAC Fiat Chrysler Automobiles Co., Ltd. (GAC FCA) and the adjustment of the capital structure of GAC Mitsubishi Motors Co., Ltd. (GAC Mitsubishi) and GAC Hino Motors Co., Ltd. (GAC Hino), the mai...
Market & Tech Reports Updated at: 2024/10/30
Global Top 10 OEMs Production Forecast (Q3 2024)
at 500 BEV output down by 69% YoY (-44k units) in YTD volumes as a result. The loss of the Fiat 500 ICE (312) from June after the EU’s UNECE155 regulations began to be enforced will further cut into European output, wiping out a projected 62k units YoY in H2. In North America, the closure of the Brampton plant in Canada last year for retooling, impacting Chrysler and Dodge build, combined with the phasing out of the Ram 1500 in Mexico, has resu...
Market & Tech Reports Updated at: 2024/10/29
Analysis Report: Cockpit Module (Japanese Market)
22 X-Trail July 2022 Serena December 2022 Honda Stepwgn May 2022 ZR-V April 2023 WR-V March 2024 Accord March 2024 Suzuki Swift December 2023 Subaru Solterra May 2022 Crosstrek January 2023 Impreza April 2023 *Excludes sports cars, ultra-luxury cars, special vehicles such as frame-type SUVs, and mini-cars (1) Display size and layout Navigation system displays, which were around 5 inches in size in the 1980s, gradually becam...
Market & Tech Reports Updated at: 2024/10/25