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GlobalData Global Light Vehicle Sales Update (November 2025)
overall. Canadian Light Vehicle sales totaled an estimated 140k units in November, down by 6.2% YoY, while the selling rate slowed to 1.79 mn units/year, from 1.95 mn units/year in October. Data suggested monthly loan payments are increasing, hinting at cost pressures feeding through to buyers. In Mexico, sales decreased by 1.3% YoY, to 155k units, but the selling rate accelerated to 1.71 mn units/year, from 1.63 mn units/year in October. Sales ...
Market & Tech Reports Updated at: 2025/12/19
Japan Mobility Show 2025: e-Axle Components, Chargers
cores for electric vehicles by utilizing the technology and experience it has accumulated in spring manufacturing. It carries out all processes in-house, from die design and manufacturing to maintenance, enabling it to supply products at the same quality level from its three global bases in Japan, Mexico, and China. The company uses a press to punch out electromagnetic steel sheets between 0.25mm and 0.35mm thick, then stacks hundreds of the ...
Market & Tech Reports Updated at: 2025/12/17
Analysis Report: Cockpit Module (Japanese Market)
y is actively engaged in the development of modules for instrument panels, doors, etc., and its group handles most of the company's plastic parts, especially instrument panels, which it supplies for all Mazda models. Outside Japan, the company has plants in the U.S., China, Thailand, Indonesia, and Mexico to supply localized products to Mazda and other OEMs. In response to CO2 regulations and safety improvements, as well as for the development of...
Market & Tech Reports Updated at: 2025/12/15
Analysis Report: CVT (Japanese, U.S. and European markets)
replacement interval. [Manufacturing related] <Global> 6 CVT manufacturing sites (2 in Japan, 1 in the Americas, 2 in China, 1 in Asia)<Breakdown> Japan 2 (Fuji District (Fuji City, Shizuoka Prefecture), Fujinomiya District (Fujinomiya City, Shizuoka Prefecture)) Americas 1 (JATCO Mexico, S.A. de C.V., (Aguascalientes, Mexico)) China 2 (JATCO (Guangzhou) Automatic Transmission Ltd. (Guangzhou City, Guangdong Province), JATCO (Su...
Market & Tech Reports Updated at: 2025/12/08
China's Charging Ecosystem: XPeng, Huawei, CAAM
ly suspended in 2025, limiting construction. Emerging markets are catching up fast. In Brazil, the number of public charging stations will be over 12,000 by the end of 2024, while the total for Indonesia, Thailand, Malaysia, and Vietnam will be 24,000, nine times the number in 2022. Colombia and Mexico have seen increases of 60% and 20%, respectively, from 2022 onwards. In recent years, competition in China's domestic charging station mark...
Market & Tech Reports Updated at: 2025/12/02
Analysis Report: Lithium-Ion Battery (Japanese, European, U.S. and Korean Markets)
mpany has long-term contracts with Lake Resources of Australia, Albemarle of the USA, and five other companies for lithium, and with PT Vale Indonesia Tbk of Indonesia and one other company for nickel. Ford Puma Gen-E (Photo:Copyright ©Ford) Tesla The construction of a Gigafactory in Mexico, which was announced in 2023, was temporarily put on hold in July 2024 due to the uncertainty surrounding the potential implementation of tarif...
Market & Tech Reports Updated at: 2025/12/01
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (October 2025)
o move their parts supply chains from China to other countries. On November 4, OEMs (GM, Ford, Stellantis, Tesla, Toyota, Hyundai, VW, etc.) submitted documents to the Office of the United States Trade Representative (USTR) requesting the Trump administration to extend the USMCA (United States-Mexico-Canada Agreement) ahead of its official review scheduled for 2026. The American Automotive Policy Council (AAPC) said the USMCA will help maint...
Market & Tech Reports Updated at: 2025/11/26
GlobalData Global Light Vehicle Sales Update (October 2025)
ight Vehicle sales totaled an estimated 157k units in October, up by 7.7% YoY, while the selling rate accelerated to 1.95 mn units/year, from 1.81 mn units/year in September. This was the strongest selling rate since March, as the market defied expectations of a slowdown amid a lukewarm economy. In Mexico, sales increased by 7.4% YoY, to 138k units, while the selling rate reached 1.63 mn units/year, up from 1.59 mn units/year in September, as the...
Market & Tech Reports Updated at: 2025/11/21
Analysis Report: Power Steering (Chinese Market)
d to various parts of China, building five major product bases in the Northeast, North, East, South, and Southwest China regions, as well as building 66 production sites in rapid succession. Other facilities: The company has promoted global resource allocation and established offices in America, Mexico and Europe. In addition, the acquisition of the German company ABC Umformtechnik GmbH & Co. KG accelerated the pace of internationalization. Pl...
Market & Tech Reports Updated at: 2025/11/18
Analysis Report: Car Navigation System (Japan, European, and North America Markets)
Dalian Alpine Electronics Co., Ltd. Dalian (Liaoning) ○ China Taicang Alpine Electronics Co., Ltd. Taicang (Jiangsu) ○ China Neusoft Reach Automotive Technology (Shanghai) Co., Ltd. Shanghai ★ Thailand Alpine Technology Manufacturing (Thailand) Co., Ltd. Amphur Muang, Prachinburi ○ Mexico ALCOM Electronics de Mexico, S.A. de C.V. Reynosa (Tamaulipas) ○ USA Alps Alpine North America, Inc. Auburn Hills (MI) ★ Germany Alps A...
Market & Tech Reports Updated at: 2025/11/11
Analysis Report: EV/HV Drive Motors (Japanese Market)
.6 billion in onboard sales)-Fiscal year ended March 2025 Number of subsidiaries and affiliates: Major group companies Domestic 13 Overseas 11 (including 1 in China) Consolidated Subsidiaries 335 Manufacturing sites for drive motors: 5 in China, 2 in Europe, and others planned and in preparation in Mexico, etc. Corporate trends: Nidec Corporation, which changed its name from Nippon Densan Corporation on April 1, 2023, had not been adopted by no...
Market & Tech Reports Updated at: 2025/11/04
Global Top 10 OEMs Production Forecast (Q3 2025)
production of the Gladiator and Wrangler was slashed for inventory trimming once stocks reached 144 and 110 days’ supply, respectively. Dodge also rose YoY with the newly-launched Charger ramping up at Windsor, Canada, as did Ram with the 1500 DT both growing in the US and entering production in Mexico after the ‘Classic’ DS retired in 2024. The group’s volumes fell in the rest of the world except for Mercosur, supported by robust Peugeo...
Market & Tech Reports Updated at: 2025/10/29
Global Top 10 Countries Sales Forecast (Q3 2025)
the EU and Korea has not yet occurred, but we assume this will happen soon. The UK negotiated a deal under which vehicles would only be subject to a tariff of 10%, but a quota would see duties increase after the first 100k units per year have been exported to the US. As for imports from Canada and Mexico, only the non-US content of vehicles is subject to tariffs for USMCA-compliant models. There are currently no tariffs being charged on most USM...
Market & Tech Reports Updated at: 2025/10/29
Nissan pursues profit recovery with Re:Nissan plan
Nissan pursues profit recovery with Re:Nissan plan GlobalData Production Forecast: Strengthening SUV in North America, Introducing BEV "N7" in China Summary GlobalData Production Forecast: Nissan’s production will remain above 3 million units through 2028 "Re:Nissan" management restructuring plan Complementary partnerships U.S.: Imports account for 40%, with increasing supply from Mexico and Japan Japan : HEVs account for around 80%, BEVs less...
Market & Tech Reports Updated at: 2025/10/27
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (September 2025)
ch as military applications. U.S. President Trump has announced his intention to impose an additional 100% tariff on products imported from China beginning November 1 in response to China's restrictions on rare earth exports. On September 25, the Chinese government launched an investigation into Mexico's proposed tariffs and restrictive trade measures. This is a response to the Mexican government's announcement that it will impose tariffs of u...
Market & Tech Reports Updated at: 2025/10/27
Analysis Report: Airbag (Japanese Market)
ve interior and exterior parts, including safety system products, in North America. In December 2023, to strengthen its automotive parts manufacturing organization in North America, Toyoda Gosei announced that it will increase the production capacity of its Mexican subsidiary, Toyoda Gosei Irapuato Mexico, S.A. de C.V. To meet the growing demand for large painted products, the plant building was expanded, manufacturing equipment was installed, an...
Market & Tech Reports Updated at: 2025/10/27
GlobalData Global Light Vehicle Sales Update (September 2025)
while the selling rate slowed marginally, to 1.81 mn units/year, from 1.82 mn units/year in August. Increasing cost pressures from tariffs are slowly starting to be reflected in pricing, but the fact that price hikes have been limited so far has kept sales flowing despite challenging conditions. In Mexico, sales grew by 4.1% YoY, to 126k units. The selling rate slowed to 1.59 mn units/year, from 1.65 mn units/year in August, but this was still th...
Market & Tech Reports Updated at: 2025/10/21
Analysis Report: Lighting (Japanese Market)
ito) was established in Xiaogan, Hubei Province, China. Asia: The company’s production in Asia is carried out by a subsidiary in India and joint ventures in Taiwan, Thailand, Indonesia, and Malaysia. Americas: Koito manufactures automotive lighting equipment at four plants in the United States, Mexico and Brazil. Mexico: In September 2014, the company established a plant in Mexico in San Luis Potosi. In September 2024, Koito announced that i...
Market & Tech Reports Updated at: 2025/10/20
Supply chain in India - ACMA's 65th Annual Session
ponent export value is projected to reach USD 70 billion to USD 100 billion by fiscal year 2030. Key export markets, like the United States, Germany, Turkey, and the United Kingdom, account for approximately 40% of India's auto component exports, with a growing share from emerging markets such as Mexico, Brazil, and the United Arab Emirates. India has a USD 20 billion to USD 30 billion internal combustion engine (ICE) export opportunity by 2030...
Market & Tech Reports Updated at: 2025/10/09
Analysis Report: Air Conditioning System (Japanese Market)
re between Toyota Industries and Denso, announced a USD 82 million expansion at its Parma, Michigan, plant. The joint venture (JV) produces electric air conditioner compressors for major automakers, using precision aluminum CNC (Computer Numerical Control) machining and automated assembly machines. Mexico-Now reported on June 12, 2023 that Denso will invest USD 13 million in its Silao operation in Guanajuato state and create 450 new jobs. This is...
Market & Tech Reports Updated at: 2025/10/07
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