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Tesla: Struggling with Slowing U.S. BEV Demand and Intensifying Competition in China
1 Tesla Model Y 247,344 1 Tesla Model Y 286,050 2 Tesla Model 3 215,500 2 Tesla Model 3 171,190 3 Ford Mustang Mach-E 39,458 3 Chevrolet Equinox 55,311 4 Chevrolet Bolt/Bolt EUV 38,120 4 Ford Mustang Mach-E 44,868 5 Tesla Model S 35,000 5 Hyundai IONIQ 5 42,733 6 Tesla Model X 24,600 6 Honda Prologue 37,359 7 Hyundai IONIQ 5 22,982 7 Ford F-Series 24,577 8 VW ID.4 20,511 8 VW ID.4 22,177 9 Kia EV6 20,498 9 Chevrolet Blazer 21,7...
Market & Tech Reports Updated at: 2026/01/14
Analysis Report: Lithium-Ion Battery (Japanese, European, U.S. and Korean Markets)
le models to BEVs by 2035, but the recent decline in BEV demand and the 25% import tariff in April 2025 have led to a major restructuring of vehicle and battery production. Regarding vehicle plants, production was reduced for the Bright Drop EV at the Canadian plant and the Blazer EV (including the Honda Prologue) at the Mexican plant. Pickup production will be reduced at the Canadian and Mexican plants with production being transferred to the Un...
Market & Tech Reports Updated at: 2025/12/01
Honda: HEVs thriving in North America and Japan
Honda: HEVs thriving in North America and Japan GlobalData 5-Year Forecast: Honda struggling in China with BEV Summary GlobalData Sales Forecast: Honda to sell around 3.5 million units through 2030 China: Sales and production down sharply; expansion of BEVs an issue U.S.: Annual sales exceed 300,000 units with three HEV models Japan: HEV proportion expands, introduction of BEV mini vehicles According to GlobalData's latest volume forecast, Hon...
Market & Tech Reports Updated at: 2025/09/26
Honda's Electrification Strategy
Honda's Electrification Strategy Restructuring of xEV production system and strengthening HEVs Summary 2025 Business Briefing: Realignment of Honda's electrification strategy EVs for the North American market: Cooperation with GM to launch the "Prologue" and "Acura ZDX" NEVs for the Chinese market: Joint development of advanced driver assistance technology with Momenta EVs for the Japanese market: Launch of two N-series light passenger EV models ...
Market & Tech Reports Updated at: 2025/09/03
Analysis Report: Seat (U.S. and European Markets)
ventures The table can be scrolled left and right. 〇: Supplier / △: Past supply history Europe Adient Lear FORVIA Magna Toyota Boshoku TS Tech Tachi-S / INSA Groups Brands BMW BMW △ 〇 〇 〇 〇 MINI 〇 Ford Ford 〇 〇 △ Geely Volvo 〇 〇 Honda Honda 〇 〇 Mercedes-Benz Mercedes-Benz 〇 〇 〇 〇 Renault Dacia △ Renault 〇 〇 〇 Nissan Nissan 〇 △...
Market & Tech Reports Updated at: 2025/08/06
Mexico (2) Production and exports affected by U.S. tariff concerns
exico Ford: Increases production for the fourth consecutive year, raising prices of Mexican-made models in the U.S. Nissan: Increased production for the second consecutive year, begins production of the first e-POWER vehicle in North America Toyota: Began production of the new Tacoma, including HEV Honda: Begins production of Acura ADX, maintains production in Mexico Mazda: Expanding production for the third consecutive year, considering sales to...
Market & Tech Reports Updated at: 2025/07/11
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (April 2025)
74 9 16 26 26 4.4% Toyota Group 22 19 20 19 20 22 21 21 20 15 15 27 24 8.8% Mercedes-Benz Group 26 27 29 22 21 28 26 28 29 23 22 29 24 -8.8% Ford Group 13 14 13 14 15 17 15 20 24 12 14 24 15 12.6% Renault 6 7 10 5 3 7 8 12 14 11 10 15 11 74.6% Nissan 8 10 10 11 10 13 10 9 9 7 7 9 8 1.2% Honda 2 4 5 6 8 8 7 11 13 7 9 10 6 157.6% Source: MarkLines Data Center *GM includes the SAIC-GM-Wuling brand. BYD took the top spot with sales ...
Market & Tech Reports Updated at: 2025/05/26
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (March 2025)
40 4.0% Mercedes-Benz Group 31 26 27 29 22 21 28 26 28 29 23 22 29 -4.8% Toyota Group 24 22 19 20 19 20 22 21 21 20 15 13 27 14.1% GAC Group 30 25 34 30 31 35 43 43 47 74 9 16 26 -13.4% Ford Group 15 13 14 13 14 15 17 15 20 24 12 14 24 57.5% Renault 9 6 7 10 5 3 7 8 12 14 11 10 15 61.9% Honda 4 2 4 5 6 8 8 7 11 13 7 9 10 130.2% Nissan 13 8 10 10 11 10 13 10 9 9 7 7 9 -28.6% Source: MarkLines Data Center *GM includes the SAIC-GM-W...
Market & Tech Reports Updated at: 2025/04/25
U.S. Market: New Vehicle Sales Recover, BEV Expansion Slows
s report provides an overview of the U.S. auto market for the full year 2024 and discusses topics that are considered important for the future outlook, with a focus on electrification trends. In addition, GlobalData's North American production forecast is also provided. Related reports: CES 2025: Honda, BMW, Scout Motors concepts (Feb. 2025) U.S. Market: Transition towards the new Trump Administration (Dec. 2024) Trump Speech in Detroit (Oct. 2...
Market & Tech Reports Updated at: 2025/02/21
Analysis Report: Lithium-Ion Battery (Japan, Europe, North America and Korea)
ncludes fuel cells (FC) and hydrogen engine vehicles remains unchanged, with plans to sell 100,000 FC units by 2030, mainly in Europe and China, and to launch the Crown Sedan FCV for sale in Japan. There is no change to the plan for all-solid-state batteries to be launched in the market in 2027. Honda In its business update of May 2024, Honda announced that its previous target of a 100% EV/FCV sales ratio by 2040 would remain unchanged, and th...
Market & Tech Reports Updated at: 2024/10/18
GM (1) EV Sales Growth Stalls, Electrification Plans Revised
le launch of EVs in major segments from 2024 Cadillac: Leading GM's EV sales, five models available by 2025 Buick: Major setbacks to EV introduction plans GMC: Expands EV lineup of full-size pickups following Hummer BrightDrop: Commercial EV brand, integrated with Chevrolet brand Collaboration with Honda: Joint development of FCVs to follow EVs, but future plans are backtracking North American EV production plants: Withdrawal of plan for producti...
Market & Tech Reports Updated at: 2024/10/08
Mexico: Chinese vehicles account for 30% of imports and 20% of sales
roduction, with sales of the EV "Mustang Mach-E" also growing Hyundai/Kia: Starting production of new compact sedan and considering EV production Toyota: Began production of the new Tacoma, aiming to increase HV sales ratio Mazda: Strong sales of CX-30 in the U.S. contribute to increased production Honda: Production of its first EV model in North America begins at GM plant; domestic sales continue to shrink Production Forecast by GlobalData: Mexi...
Market & Tech Reports Updated at: 2024/06/14
Japan Mobility Show 2023: Trends in HMI
Japan Mobility Show 2023: Trends in HMI New proposals for cockpits, interiors, lamps, and more Summary HMI of concept cars (Lexus, Toyota, Honda, Daihatsu, THK) HMI for production and planned production vehicles (BYD, Honda, Mitsubishi, Suzuki) Suppliers’ HMI exhibits (Yazaki Corporation; Ichikoh Industries, Ltd.; Koito Manufacturing Co., Ltd.) Venue (Tokyo Big Sight) Just as the Frankfurt Motor Show, a historic European motor show,...
Market & Tech Reports Updated at: 2023/11/20
Analysis Report: Lithium-Ion Battery (Japan, Europe, North America and Korea)
d-state battery currently achieves about 400Wh/L, which is equivalent to twice that of LIBs. The company is aiming for mass-production, targeting 2027-28, by using new technology to suppress cracking caused by expansion and contraction of the solid electrolyte during charge and discharge cycles. Honda In April 2022, the company announced to the press that it would produce 2 million electric vehicles globally in 2040, and throughout the past ye...
Market & Tech Reports Updated at: 2023/11/01
Technical Trends in E/E Architecture
Technical Trends in E/E Architecture Technology development using Ethernet and gateway; E/E patent application trends of Honda and FAW Summary Patent application trends related to E/E architecture Joint development network (Toyota, Honda, NXP USA, Inc. and Renesas, Geely) E/E architecture technology items (Ethernet and gateways, etc.) Honda development trends China FAW Group development trends This report was prepared by MarkLines based on pat...
Market & Tech Reports Updated at: 2023/09/22
GM (1): Aiming for annual production of 1 million EVs in North America by 2025
ttery cell plants in the U.S. Battery Materials: Investing and partnering to build a stable supply chain Charging network: Cooperation with other OEMs to develop conditions for the popularization of EVs Self-driving business: California approves expansion of robotaxi business Joint development with Honda: Honda/Acura brand EV to be launched in 2024 Escalade IQ, the brand’s highest-end EV model SUV, scheduled to be launched in 2024 (Source...
Market & Tech Reports Updated at: 2023/09/06
Honda: Strengthening Alliance in EV Battery and Resource Procurement
Honda: Strengthening Alliance in EV Battery and Resource Procurement Jointly establishing new plants with LG Energy Solution in the U.S. and GS Yuasa in Japan Summary Honda: Announces business plan update and Honda’s corporate transformation initiatives including electrification EV plan in China New e:Ny1 EV for Europe to be launched in autumn 2023 EV plans in North America Japanese market: 4 EV models to be introduced Honda's business performa...
Market & Tech Reports Updated at: 2023/06/02
Mexico: Investment plans for near-shoring and EV shift
ined due to production constraints caused by semiconductor shortages Toyota: Significant increase in production of "Tacoma" by unifying production in North America, sales expansion of hybrid vehicles Mazda: Shifting production focus from passenger cars to SUVs, starting production of "CX-3" in 2022 Honda: Production will be unified to "HR-V", full model change in 2022 Production Forecast by LMC Automotive: Mexican production expected to be 4.1 mi...
Market & Tech Reports Updated at: 2023/04/24
Japanese Automakers Preparing for EV Expansion
Japanese Automakers Preparing for EV Expansion Honda producing EVs in China and North America, Nissan in the UK and the U.S., and Suzuki in India Summary Toyota: Introducing the bZ4X, Lexus RZ and Lexus RX PHEVs (plug-in hybrid electric vehicles) in 2022 Honda: Rolling out 30 EV models and producing more than 2 million units by 2030 Nissan: Announces "Nissan Ambition 2030" and launches Nissan Ariya and Nissan Sakura Mitsubishi: Introducing three ...
Market & Tech Reports Updated at: 2022/07/19
GM (1): Accelerating its Electrification Strategy to become the EV Leader in the U.S.
ans for the U.S. market BrightDrop electric commercial vehicle brand: First delivery to FedEx in December 2021 Self-driving and sharing business: Started testing driverless taxis in urban areas Battery production: A fourth plant in North America is also scheduled to be announced. Collaboration with Honda: EV vehicle development and the expansion of alliances in the area of autonomous driving Cadillac Lyriq mid-size SUV in production in Marc...
Market & Tech Reports Updated at: 2022/06/03



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