Trump Tariffs: Impact on the North American Auto Industry Analysis of U.S. imports and sales volume, parts procurement status for major models Summary Additional tariffs on automobiles and auto parts Imported vehicles as a percentage of total U.S. sales U.S. sales ranking by OEM Parts procurement status for major models US Sales Share by Segment (2024) (Source: MarkLines Sales Volume Dashboard )   In the midst of successive announcemen...

Market & Tech Reports  Updated at: 2025/05/02

Mexico (1) Sales grow fourth consecutive year in 2024, but growth slows Over 60% of vehicles imported from China, Brazil, India, etc. Summary 2024 sales performance: Sales growth slows to 9.8% y/y, with 66% of sales being imported vehicles Import performance in 2024: Chinese-made vehicles reach 30% of total imports Sales volume by segment: Shift from subcompact to slightly higher-end models; BEV/PHEV share at 1.5%. Trends in electric vehicle sale...

Market & Tech Reports  Updated at: 2025/04/30

Analysis Report: Automatic Transmission (AT) (Japanese, U.S. and European Markets) Continuing the gradual shift to multi-speed transmissions List of AT suppliers Introduction I. Overall trends Ⅱ. Matrix of major AT suppliers and customer OEMs III. Activities of major AT suppliers and in-house OEM manufacturing IV. List of models and supplier status of AT units Aisin Corporation (Aisin) JATCO Ltd. (JATCO) ZF Friedrichshafen AG (ZF) Allison Tr...

Market & Tech Reports  Updated at: 2025/04/15

Analysis Report: Brake (U.S. and European Markets) Increase in integrated control of brake systems and power steering List of brake suppliers I. Introduction II. Recent trends in brake technology III. Overview of major brake component suppliers IV. Sales comparison of major brake component suppliers V. Major brake component suppliers and their OEM customers VI. Europe and Americas footprint of major suppliers (Detail) Brake systems and foundatio...

Market & Tech Reports  Updated at: 2025/03/21

U.S. Market: New Vehicle Sales Recover, BEV Expansion Slows Review of electrification and investment plans, supply chain restructuring Summary U.S. sales up 2.1% y/y in 2024; pace of electric vehicle expansion slows GM maintains top position among OEM groups OEMs announce revisions to electrification and investment plans Actively exploring new partnership strategies EV supply chain is being built and restructured New Trump Administration signals ...

Market & Tech Reports  Updated at: 2025/02/21

Analysis Report: Seat (U.S. and European Markets) Developing recyclable materials for a sustainable society List of Suppliers Introduction Ⅱ. Global expansion of major seat suppliers III. List of major seat suppliers by OEM (European and U.S. production) IV. List of components by supplier, OEM, and model (European and U.S. production) Ⅴ. Sales figures of major seat suppliers Supplier global footprint (Detail) Adient Lear Faurecia Ma...

Market & Tech Reports  Updated at: 2024/07/04

Mexico: Chinese vehicles account for 30% of imports and 20% of sales “Near-shoring" encourages investment growth, but geopolitical concerns also emerge Summary Nearshoring drives investment growth, while uncertainty rises due to U.S. - China tensions Production and exports in 2023: 14% growth on the back of strong economies in North America and Mexico, for the second consecutive year Sales and imports in 2023: Sales up 24%; vehicles imported fr...

Market & Tech Reports  Updated at: 2024/06/14

Ford: HVs for all models by 2030, postponing some EV launch plans Scaling back CATL and SK On JV battery plants; Lithium supply contracts with 4 companies Summary Expanding HV offerings, postponing the launch of some EVs Electric vehicle sales (U.S. in 2023): 73,000 EVs, 134,000 HVs Construction of battery plants with SK On and CATL; signed lithium supply contracts with four companies Ford Pro commercial vehicle business: Producing commercial van...

Market & Tech Reports  Updated at: 2024/05/29

Analysis Report: Automatic Transmission (AT) (Japanese, U.S. and European Markets) Comparison of Mazda 8-speed and Allison 9-speed ATs List of AT suppliers Introduction I. Overall trends Ⅱ. Matrix of major AT manufacturers and customer OEMs III. Activities of major AT manufacturers and in-house OEM manufacturing IV. List of models and supplier status of AT units Aisin Corporation (Aisin) JATCO Ltd. (JATCO) ZF Friedrichshafen AG (ZF) Al...

Market & Tech Reports  Updated at: 2024/03/21

Analysis Report: Brake (U.S. and European Markets) Development of electromechanical brakes (EMB) List of brake suppliers I. Introduction II. Recent trends in brake technology III. Overview of major brake component suppliers IV. Sales comparison of major brake component suppliers V. Major brake component suppliers and their OEM customers VII. Europe and Americas footprint of major suppliers (Detail) Brake systems and foundation brakes suppl...

Market & Tech Reports  Updated at: 2024/03/14

Ford F-150 Lightning Teardown: ADAS ADAS (Driver Assistance System) for Ford EV pickup truck, based on Munro teardown survey data Summary F-150 Lightning ADAS overview ADAS controller Driver status monitoring controller ACC radar Front view camera, driver status monitoring LED Side object detection sensors, parking assist sensors Ford integrated ADAS “BlueCruise” (Source: Ford)   This report introduces the ADAS (Advanced Driver-Assi...

Market & Tech Reports  Updated at: 2023/05/29

Ford (Part 2): Launching Ranger and F-Series Super Duty pickups in US in 2023 Introduction of two electric CVs in EU, SUVs designed for consumers in China Summary USA: Sales of pickup trucks, SUVs and commercial vans expanding Activities to increase production in North America Europe: Strengthening commercial vehicle business China: Sales volume falls due to COVID-related restrictions South America: Focusing on production of Ranger and Transit an...

Market & Tech Reports  Updated at: 2023/05/15

Analysis Report: Seat (U.S. and European Markets) Business activities of major suppliers List of Suppliers Introduction Ⅱ. Global expansion of major seat suppliers III. List of major seat suppliers by OEM (European and U.S. production) IV. List of components by supplier, OEM, and model (European and U.S. production) Ⅴ. Sales figures of major seat suppliers Supplier global footprint (Detail) Adient Lear Faurecia Magna Seating Brose ...

Market & Tech Reports  Updated at: 2023/04/27

Ford (Part 1): Accelerating electrification to achieve the "Ford+" business strategy goals To produce 2 million EVs per year by 2026, building battery plants with SK On and LGES Summary New electrification strategy announced to achieve the goals of the Ford+ business strategy EV production: Building an EV plant with an annual production capacity of 500,000 units in Tennessee, U.S. Joint venture with SK On to build a battery plant for EVs in the U...

Market & Tech Reports  Updated at: 2023/04/18

Ford F-150 Lightning Teardown: Body, Frame, Suspension, and Brakes Structural features and differences from engine-equipped models, based on Munro teardown survey data Summary Position of the F-150 Lightning in the F-Series Body structure Suspension Brake The engine and transmission were removed in the conversion to EV, while high-voltage (yellow section in the figure above) and other components were added. The basic design of the body and ...

Market & Tech Reports  Updated at: 2023/03/13

Analysis Report: Brake (U.S. and European Markets) Major supplier activities List of brake suppliers I. Introduction II. Recent trends in brake technology III. Overview of major brake component suppliers IV. Sales comparison of major brake component suppliers V. Major brake component suppliers and their OEM customers VI. Europe and Americas footprint of major suppliers (Detail) Brake systems and foundation brakes suppliers Robert Bosch ...

Market & Tech Reports  Updated at: 2023/03/02

Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (January 2023) Electric vehicle sales in January down 1.1% y/y to 554,000 units Share of electric vehicles (BEV/PHV/FCV) Electric vehicle (BEV/PHV/FCV) share and trends in each country Electric vehicles (BEV/PHV/FCV) sales trends of major manufacturers and sales composition by powertrain (Reference) Passenger car sales trends in 11 major countries (including all powertrains)   This report prese...

Market & Tech Reports  Updated at: 2023/02/24

Analysis Report: Brake (U.S. and European Markets) Major supplier trends List of brake suppliers I. Introduction II. Overview of major brake component suppliers III. Partnerships and joint ventures of major brake component suppliers IV. Sales comparison of major brake component suppliers V. Major brake component suppliers and their OEM customers VII. Europe and Americas footprint of major suppliers (Detail) Brake systems and foundation br...

Market & Tech Reports  Updated at: 2022/06/20

Ford (Part 1): Focusing on EVs and Commercial Vehicles under the "Ford+" Business Strategy Over 40% of global sales to be EVs by 2030; building 129GWh battery plant with SK Innovation Summary Accelerating the "Ford+" business strategy and raising the electrification target Sales in the U.S.: Sales of SUVs and EVs expand, but number of vehicles decrease due to semiconductor shortages Launch plan of new models in the U.S.: Expanding lineup of SUVs,...

Market & Tech Reports  Updated at: 2022/03/30

U.S. battery electric vehicle strategies for GM, Ford and Stellantis Detroit Three rapidly accelerating electric vehicle development in 2021 with large investments Summary Fully electric vehicles in U.S. market starting to expand across variety of segments GM battery electric vehicle strategy development Ford battery electric vehicle strategy development Stellantis battery electric vehicle strategy development Chart showing joint venture...

Market & Tech Reports  Updated at: 2021/12/02