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Trump Tariffs: Impact on the North American Auto Industry
exicoUlsan, Korea VW Atlas / Atlas Cross Sport 48-50% 32-34% Mexico Chattanooga, TN Mercedes-Benz GLE-Class 10% 25% Germany Tuscaloosa, AL BMW X5 28% 19% Germany Spartanburg, SC (Source: MarkLines Model Launch Schedules Models/Refined search / Search OEM Plants by Country/OEM, Created from NHTSA (National Highway Traffic Safety Administration) materials) For information on the trends of OEMs and suppliers regarding the additional US t...
Market & Tech Reports Updated at: 2025/05/02
Analysis Report: Airbag (U.S. and European Markets)
ch are a major component, following the recall of the former Takata’s inflators due to rupture (described below), problems have also arisen with inflators manufactured by the American company ARC Automotive, Inc., including a recall request from the National Highway Traffic Safety Administration (NHTSA) due to a similar defect. Thefts of modules installed in vehicles as replacements for deployed airbag modules, as well as the manufacture and sa...
Market & Tech Reports Updated at: 2025/04/24
CES - Artificial Intelligence
e of the driver. The AI is thus in a position to unambiguously determine whether the driver is under the influence of alcohol. “Our solution offers automotive manufacturers the possibility to meet and exceed the Euro NCAP safety evaluations for 2026”, said Ilan Reingold, CEO of CorrActions. The NHTSA are behind similar efforts in the USA within the framework of the “Infrastructure Investment and Jobs Act“. This act prescribes that all new...
Market & Tech Reports Updated at: 2025/03/21
Analysis Report: Brake (U.S. and European Markets)
stems that meet Mando’s specifications. In May 2020, Mando Automotive India Private Limited, a local subsidiary in India, signed a memorandum of understanding (MOU) for a project to build a casting plant with an investment of INR 1.5 billion and that will create 250 jobs. Recall: November 2023, NHTSA reinvestigation of 16 recalls of Hyundai Group vehicles affecting over 6.3 million vehicles On November 20, the U.S. Department of Transportatio...
Market & Tech Reports Updated at: 2025/03/21
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (December 2024)
t its 2024 vehicle deliveries were up in the fourth quarter but down 1.1% y/y for the full year, the company's first annual sales decline due to increased competition and a sluggish EV market. Additionally, attention is focused on the direction of the National Highway Traffic Safety Administration (NHTSA)'s investigation under the Trump administration into Tesla's advanced driver assistance system. The following graph shows Tesla's share of...
Market & Tech Reports Updated at: 2025/01/24
U.S. Market: Transition towards the new Trump Administration
when advanced driver assistance or automated driving technologies are activated within 30 seconds of a collision. The elimination of the crash disclosure rule would particularly benefit Tesla, which sells many vehicles with automated driving systems and has also reported more than 1,500 crashes to NHTSA and been the subject of three safety investigations. Reactions from each country/industry Chinese robo-taxi company and Toyota-backed Pon...
Market & Tech Reports Updated at: 2024/12/26
Tesla Robotaxi: What are the Challenges Ahead?
ne change assistance, self-parking, and the ability to summon the car from a garage or parking spot. Tesla's ADAS products are summarized in the next table. Tesla ADAS Overview Key Information Other Information Autopilot ·L2 system: Good ADAS product·Available since: 2014 & many updates ·NHTSA & others: DMS is weak·Complacency & many crash fatalities Full Self-Driving: FSD ·L2+ system: Good ADAS product·Available since 2019 & many...
Market & Tech Reports Updated at: 2024/11/25
Analysis Report: Lithium-Ion Battery (Japan, Europe, North America and Korea)
asonic : Panasonic Holdings Corporation / Panasonic Energy Co., Ltd. Name of organization EPA : U.S. Environmental Protection Agency IRS : U.S. Internal Revenue Service MIIT : Chinese Ministry of Industry and Information Technology SAE : Society of Automotive Engineers, Inc. (U.S.) NHTSA : National Highway Traffic Safety Administration, U.S. Department of Transportation CARB : California Air Resources Board USTR : United Stat...
Market & Tech Reports Updated at: 2024/10/18
GM (1) EV Sales Growth Stalls, Electrification Plans Revised
ut going forward it plans to move on to supervised autonomous driving and then driverless operation. Following the accident, Cruise's CEO resigned, and in June 2024, the new CEO was appointed, Mr. Marc Whitten, an Amazon executive. Regarding the accident in San Francisco, it was reported that NHTSA investigated the cause and issued a recall, completing the investigation in August 2024. Stopping development of models dedicated to autonomo...
Market & Tech Reports Updated at: 2024/10/08
Analysis Report: Airbag (Japanese Market)
ch are a major component, following the recall of the former Takata’s inflators due to rupture (described above), problems have also arisen with inflators manufactured by the American company ARC Automotive, Inc., including a recall request from the National Highway Traffic Safety Administration (NHTSA) due to a similar defect. Thefts of modules installed in vehicles as replacements for deployed airbag modules, as well as the manufacture and sa...
Market & Tech Reports Updated at: 2024/09/12
Tesla: Profitability Down with Decreased Sales, Intensifying EV Competition
resulting cost reductions, and that there are no plans to introduce the product to other markets, at least not within the year. Recall of over 10,000 vehicles due to wiper motor defects, etc. In June 2024, the U.S. Department of Transportation's National Highway Traffic Safety Administration (NHTSA) announced that Tesla is recalling 11,688 units of certain Cybertruck vehicles due to a potential front wiper controller failure caused by overc...
Market & Tech Reports Updated at: 2024/08/19
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (May 2024)
id vehicles (HVs), Toyota, Honda, Hyundai and Kia all contributed to the overall market with strong sales, especially of their EV and HV models. Among these OEMs, Toyota recorded double-digit growth for the seventh consecutive month. On June 7, the National Highway Traffic Safety Administration (NHTSA) of the U.S. Department of Transportation announced the final Corporate Average Fuel Economy (CAFE) regulations that will be applied to new vehi...
Market & Tech Reports Updated at: 2024/06/26
Analysis Report: Airbag (U.S. and European Markets)
ch are a major component, following the recall of the former Takata’s inflators due to rupture (described below), problems have also arisen with inflators manufactured by the American company ARC Automotive, Inc., including a recall request from the National Highway Traffic Safety Administration (NHTSA) due to a similar defect. Thefts of modules installed in vehicles as replacements for deployed airbag modules, as well as the manufacture and sa...
Market & Tech Reports Updated at: 2024/04/25
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (February 2024)
ugh 2030, allowing automakers to produce more gasoline-powered vehicles during the longer grace period while meeting CAFE (Corporate Average Fuel Economy) standards, which are stricter than the initial proposal. The U.S. Department of Transportation's National Highway Traffic Safety Administration (NHTSA) is set to propose a final, revised CAFE rule in the spring of 2024. The U.S. Department of Energy (DOE) announced on March 13 that it will p...
Market & Tech Reports Updated at: 2024/03/27
U.S. Market: BEV Sales Ratio 7.5%, with over 20% in California
PA Model year Passenger cars Light trucks Consolidated value 2026 adjusted 152 207 186 2027 134 163 152 2028 116 142 131 2029 99 120 111 2030 91 110 102 2031 82 100 93 2032 and beyond 73 89 82 Percent reduction relative to MY2026 target 52% 57% 56% Source: EPA (May 5, 2023) NHTSA: Proposes new CAFE standards to meet new EPA standards On July 28, 2023, the National Highway Traffic Safety Administration (NHTSA) of the U....
Market & Tech Reports Updated at: 2023/11/24
The Future of Google in the Car: ADAS, HD Maps, & SDVs!
struggle when the sensors cannot see well enough or when the lane markings are covered with snow. A HD lane model can help overcome performance limitations of the vision systems. In the future it is possible that HD lane models may be required to meet certain performance or safety standards that NHTSA will enact in future rulemaking that prioritizes lane departure avoidance. According to NHTSA, a comprehensive crash analysis recently cites lan...
Market & Tech Reports Updated at: 2023/11/22
Analysis Report: Lithium-Ion Battery (Japan, Europe, North America and Korea)
. Environmental Protection Agency IRS : U.S. Internal Revenue Service IRA : Inflation Reduction Act (U.S.) MIIT : Chinese Ministry of Industry and Information Technology SAE : Society of Automotive Engineers, Inc. NACS : North American Charging Standard LLC : Limited Liability Company NHTSA : National Highway Traffic Safety Administration, U.S. Department of Transportation CARB : California Air Resources Board GWh : For cell pla...
Market & Tech Reports Updated at: 2023/11/01
GM (1): Aiming for annual production of 1 million EVs in North America by 2025
ior is furnished with bench seats facing each other and there is no driver's seat. The production plant will be Factory Zero, Michigan, and production was expected to begin within a few months in October 2022 (Tweet from Cruise), but approval from the National Highway Traffic Safety Administration (NHTSA) is required to begin use on public roads. The company aims to start production by the end of 2023. GM plans to deploy 5,000 Origin vehicles in ...
Market & Tech Reports Updated at: 2023/09/06
Tesla: Aiming to become a global volume manufacturer through increased production
the added value of vehicles. The company also states that "Tesla's FSD-equipped vehicles are much safer than human drivers," but at the same time, there are investigations into the reliability of automated driving by the Justice Department and the National Highway Traffic Safety Administration (NHTSA) of the Department of Transportation, and the recall of vehicles with FSD; concerns about Tesla's advocacy of fully automated driving also conti...
Market & Tech Reports Updated at: 2023/06/09
Analysis Report: Airbag (U.S. and European Markets)
rash prediction information also enhances the effectiveness of existing safety technologies. For example, the ACR8 active control seat belt retractor can warn occupants and secure them in a safe position just before a collision. In June 2019, ZF TRW announced the development of far-side airbags. NHTSA accident data indicate that in side-impact crashes, injuries from crashes from the side opposite the occupant's seating position (far side) are ...
Market & Tech Reports Updated at: 2023/04/20