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Trump Tariffs: Impact on the North American Auto Industry
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 1,078.2 950...
Market & Tech Reports Updated at: 2025/05/02
Global Top 10 OEMs Production Forecast (Q1 2025)
mbly falling by 74% in 2024. This was compounded by the loss of the 500 ICE in June due to the EU’s UNECE155 (cybersecurity) Directive, as well as “temporary gaps” in the product range alongside inventory reduction initiatives, further cutting into European assembly volumes. In North America, Jeep primarily drove the YoY losses (-42k units) with slow demand for its ageing Wrangler and Grand Cherokee SUVs, which are also gradually ramping do...
Market & Tech Reports Updated at: 2025/04/30
Analysis Report: Airbag (U.S. and European Markets)
MW BMW XM (U.S.) G09 2023 JSS BMW BMW 2 Series (Mexico) G42 2022 ZF ZF BMW BMW X7 (USA) G07 2022 Autoliv BMW BMW X5 (USA) G05 2021 Autoliv ZF ZF Autoliv Continental BMW BMW X6 (USA) G06 2021 Autoliv BMW BMW X7 (USA) G07 2021 Autoliv Autoliv Continental FCA / Stellantis Dodge Ram 1500 (USA) DT 2023 Autoliv Autoliv FCA / Stellantis Dodge Ram Rampage (USA) 2023 Autoliv Autoliv Autoliv FC...
Market & Tech Reports Updated at: 2025/04/24
Analysis Report: Automatic Transmission (AT) (Japanese, U.S. and European Markets)
otor to an ICE-powered vehicle. To compete with low-priced Chinese cars, they are mainly small cars, and therefore many of them have DCTs. Meanwhile, roughly half of the ATs are in Ford's light commercial vehicles, while the rest are sporadically introduced in one model each by Toyota, Lamborghini, Jeep, Peugeot and others. Going forward, it is expected that commercial vehicles, the majority of which are currently equipped with MTs, will be c...
Market & Tech Reports Updated at: 2025/04/15
Analysis Report: Brake (U.S. and European Markets)
caliper, resulting in weight reduction and a reduction in the number of parts. In May 2022, it was announced that cumulative EPB production exceeded 200 million units for the first time in the world. Adopted by Renault, Nissan, and Mercedes-Benz, the platform has been used in the BMW X4 and BMW i8, Jeep Renegade, Fiat 500X, Ford F150, Honda Accord, Nissan Qashqai, and Range Rover Evoque, among many others. Cumulative production of non-EPB caliper...
Market & Tech Reports Updated at: 2025/03/21
Stellantis (2) Developing Next-Generation Vehicles with New Platforms
hipments in 2024 were 5.42 million units, down 12% from the previous year 2024 sales down 17% to EUR 156.9 billion and operating income down 65% to EUR 8.6 billion GlobalData Sales Forecast: Stellantis' light vehicle sales expected to reach 6.92 million units in 2028 New mid-size electric SUV Jeep Wagoneer S(on sale from January 2025) (Source: Jeep) In 2024, Stellantis N.V. began introducing the next generation models utilizing its mu...
Market & Tech Reports Updated at: 2025/03/18
Detroit Auto Show 2025: Ford, GM, and Stellantis
uto Show (January 10 - 20, 2025), formerly the North American International Auto Show (NAIAS), marked a bold transformation, prioritizing customer experiences and interactivity. Attendees were immersed in dynamic indoor obstacle courses highlighting the off-road capabilities of the Ford Bronco and Jeep Wrangler. These courses featured challenges such as steep inclines, rocky terrain, and other off-road simulations. Adding to the excitement, t...
Market & Tech Reports Updated at: 2025/02/13
Analysis Report: Lithium-Ion Battery (Japan, Europe, North America and Korea)
13.6kWh Ford Lincoln Corsair PHEV U.S. Louisville, KY 2021 Samsung LiB 14.4kWh Stellantis Chrysler Pacifica PHEV PHEV Canada Windsor 2022 LG Michigan LiB 16kWh Stellantis Dodge RAM 1500 REV BEV U.S. Sterling Heights, MI 2024 LG Michigan LiB 168 / 229kWh NMC 800 Stellantis Jeep Avenger Electric BEV Poland Tychy 2023 CATL LiB 54kWh NMC811 102 cells 377 Stellantis Jeep Compass 4xe PHEV Italy Melfy 2020 LiB 11.4kWh ...
Market & Tech Reports Updated at: 2024/10/18
Analysis Report: Seat (U.S. and European Markets)
mes, and the products will continue to be sold and distributed under their current brands. The change of the company's name to FORVIA SE was approved at the General Meeting of Shareholders in May 2023. In January 2021, Faurecia announced that the Stellantis Group, which was created by the merger of FCA and PSA, became Faurecia's largest shareholder. Faurecia welcomed the decision to distribute a 39% stake in Faurecia to Stellantis shareholders. T...
Market & Tech Reports Updated at: 2024/07/04
Analysis Report: Exhaust System (Japanese, European and U.S. Markets)
ng trends include the adoption of catalytic converters for the 2019 Lexus UX for Toyota by Aisin Takaoka, whose main business is casting. Hirotec, Mazda's main supplier of exhaust systems, is also expanding its sales channels for exhaust components to Daihatsu in Japan and to Nissan, GM, Stellantis-FCA, Mercedes-Benz, and BMW outside Japan. Exhaust system components suppliers: Japanese market Sango Co., Ltd. (Sango) Business overview: A Toyota ...
Market & Tech Reports Updated at: 2024/05/30
Analysis Report: Airbag (U.S. and European Markets)
SS BMW BMW X5 (U.S.) G05 2021 Autoliv ZF ZF Autoliv Continental BMW BMW X6 (U.S.) G06 2024 JSS BMW BMW X6 (U.S.) G06 2021 Autoliv BMW BMW X7 (U.S.) G07 2024 JSS BMW BMW X7 (U.S.) G07 2021 Autoliv Autoliv Continental BMW BMW XM (U.S.) G09 2023 JSS FCA / Stellantis Chrysler 300 (Canada) Gen-2 2022 JSS FCA / Stellantis Chrysler 300 (Canada) Gen-2 2021 Autoliv JSS FCA / Stellantis ...
Market & Tech Reports Updated at: 2024/04/25
Analysis Report: Lighting (U.S. and European Markets)
f the three major lighting suppliers, ZKW Group has a number of headlamp deals with BMW and Volvo, and Plastic Omnium has a number of programs with the Volkswagen Group and Land Rover. Among the major Americas-based OEMs, Ford does much business with the three major lamp suppliers, while Stellantis-FCA, which used to own Marelli as its affiliate, mainly does business with Marelli. As for GM, there is little business with Valeo, and business with ...
Market & Tech Reports Updated at: 2024/03/28
Analysis Report: Automatic Transmission (AT) (Japanese, U.S. and European Markets)
(6- and 10-speed AT), components Ford Motor, Mexico Electric Propulsion Center Irapuato, Guanajuato, Mexico Reorganized as an EV production facility(AT production discontinued) Changan Ford Chongqing Automobile Co., Ltd. Yubel District, Chongqing, China AT assemblies, AT components Stellantis FCA US, Indiana Transmission Plant Kokomo, IN, U.S. EV components, AT (6- and 9-speed AT) FCA US, Kokomo Transmission Plant Kokomo, IN, U.S. EV comp...
Market & Tech Reports Updated at: 2024/03/21
Indian OEMs Investment and Future Plans (2)
Indian OEMs Investment and Future Plans (2) Japanese and European carmakers increase their presence in growing Indian market Summary Toyota Kirloskar Motor Honda Cars India Nissan Motor India Renault India Skoda Auto Volkswagen India Citroen - Stellantis Group MG Motor - SAIC BYD India Luxury car manufactures: Volvo Cars, Jaguar Land Rover, Jeep, Audi, BMW, Mercedes-Benz In the last two years, Indian OEMs have started to focus on electric mobi...
Market & Tech Reports Updated at: 2023/12/28
Thailand International Motor Expo 2023 (2)
Thailand International Motor Expo 2023 (2) Pickup trucks lineup and electrified vehicles from Japanese OEMs Summary NEX Point: MINE BEV Pickup truck Toyota: All-new Hilux Champ pickup Mitsubishi: All-new Triton pickup Isuzu: MU-X PPV and D-Max V-Cross pickup Ford: Ranger Raptor pickup Jeep and Maserati models Tata: Super Ace truck Lexus: RX 500h F SPORT Performance HEV Honda: Accord e:HEV and lineup of e:HEV models Nissan: Kicks e-POWER Suzuki: S...
Market & Tech Reports Updated at: 2023/12/27
U.S. Market: BEV Sales Ratio 7.5%, with over 20% in California
s 48,359 29,155 54,414 42,586 29,583 Share 2.6% 1.8% 3.1% 2.7% 3.3% Total Units 147,406 121,553 216,274 302,819 220,624 Share 7.8% 7.6% 12.2% 19.1% 24.4% Source: CNCDA (California New Car Dealers Association) Gasoline vehicle shipments postponed to 14 states that have adopted CARB Jeep Wrangler Rubicon X 4Xe trim on PHEV model(Exhibited at Detroit Auto Show 2023) According to local press reports, Stellantis has decided tha...
Market & Tech Reports Updated at: 2023/11/24
Analysis Report: Lithium-Ion Battery (Japan, Europe, North America and Korea)
79.5kWh Cylindrical NCA 345 Tesla Model S BEV U.S. Fremont CA 2019 Panasonic U.S. LiB 100kWh Cylindrical NCA 407 Tesla Model X BEV U.S. Fremont CA 2020 Panasonic LiB 100kWh Cylindrical NCA 407 Tesla Model Y BEV U.S. Fremont CA 2020 Panasonic LiB 74kWh Cylindrical NCA 355 Stellantis Jeep Avenger BEV Poland Tychy 2023 LiB 54kWh 400 Stellantis Chrysler Pacifica Plug-in Hybrid PHEV Canada Windsor 2017 LG LiB 16kWh Pouch NMC ...
Market & Tech Reports Updated at: 2023/11/01
NAIAS 2023: Expanded EV and light truck offerings for the U.S.
NAIAS 2023: Expanded EV and light truck offerings for the U.S. Detroit Three showcase pickup trucks, SUVs, and premium models Summary GM shows versatility with Cadillac Escalade IQ, GMC Sierra EV, and new GMC Acadia Ford contrasts luxury with performance with Lincoln Nautilus and Ford F-150 Stellantis focuses on light trucks with Ram 1500 REV and refreshed Jeep Wrangler and Gladiator Toyota and Volkswagen display Lexus RZ, Toyota Grand Highlander...
Market & Tech Reports Updated at: 2023/10/16
Inflation Reduction Act: Support for EV/PHEV/FCEV Purchases
ter SK Battery America, Inc. $59,974 $7,500 $52,474 Ford Mustang Mach-E 2022 Ford, Cuautitlan Assembly (Mexico) LG Energy Solution Wroclaw sp. z o.o. $44,495 $3,750 $40,745 Ford Mustang Mach-E 2023 Ford, Cuautitlan Assembly (Mexico) LG Energy Solution Wroclaw sp. z o.o. $42,995 $3,750 $39,245 Jeep Grand Cherokee PHEV 4xe 2022 Stellantis, Detroit Assembly Complex - Mack Samsung SDI America, Inc $59,495 $3,750 $55,745 Jeep Grand Cherokee PH...
Market & Tech Reports Updated at: 2023/06/26
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (May 2023)
to see how they will expand their market shares. Among non-Chinese manufacturers, Stellantis's share of electric vehicle sales exceeded 10%. This is likely due to the increase in sales of the Fiat 500 EV over the previous month and the continued strong sales of the electric vehicle model of the Jeep Wrangler. Sales are mainly in the U.S. and Europe. In May 2023, sales volume in the 11 major countries increased 18.7% y/y (up 7.8% m/m) to...
Market & Tech Reports Updated at: 2023/06/23