Woven by Toyota: Toward SDV Realization From the SDV presentation coverage at the Automotive World 2026 Summary Woven by Toyota: SDV: A Revolutionary Industry Transformation Q1. What is SDV? Q2. Why is it difficult for traditional OEMs to implement SDV? Q3. How can we continue to provide a better mobility experience with SDVs? Q4. Competitive strategy in the SDV market Q5. What is Arene's approach? Customer value in SDVs: Toyota's perspective  ...

Market & Tech Reports  Updated at: 2026/03/13

ious year, followed by the SAIC Group.   According to a report by the National Bureau of Statistics of China in January 2026, Chinese GDP for the full year 2025 increased by 5.0% y/y to about CNY 140.2 trillion. By quarter, the first quarter (Q1) increased by 5.4% y/y, the second quarter (Q2) by 5.2%, the third quarter (Q3) by 4.8%, and the fourth quarter (Q4) by 4.5%.   In 2025, new vehicle sales (based on factory shipments) in China ...

Market & Tech Reports  Updated at: 2026/02/19

nits, a 2% increase from our previous forecast. PV projections have also been raised across the entire forecast horizon, reflecting improved demand fundamentals and stronger-than-expected market responsiveness to recent policy changes.[JapanHaving downgraded the Japanese LV sales forecast in Q1 and Q2 2025, the latest full-year outlook sees a mild reduction of 129k units compared to previous projections. In Q1 2025, we lowered the forecast both i...

Market & Tech Reports  Updated at: 2026/01/30

n GroupVolkswagen Group’s global LV build is set to contract by 3.8% YoY in Q4 2025, tempering full-year growth to 0.4% with 8.75 mn units built in 2025. Output has been affected by the introduction of Trump tariffs from April 3, 2025, with sales of group imports in the US falling by 21% YoY from Q2-Q4 2025. Despite the government intervention in the “price war” at the end of May 2025, slowing demand in China amidst tough competition from C...

Market & Tech Reports  Updated at: 2026/01/30

ints reliable authorized dealers in each country and provides service personnel with the necessary training and tools. The company has also deployed dedicated support teams in Europe and ensures a well-established service network—including parts supply and training—before entering each market. Q2: Is production capacity sufficient for the European market? A2: BYD operates one of the world’s largest electric truck plants in China, with an ...

Market & Tech Reports  Updated at: 2026/01/22

tration projects, China's share of the global fuel cell vehicle market has been steadily increasing, with sales in the first half (H1) of 2025 accounting for approximately 55.3% of total global sales.   Looking at the market structure, China's fuel cell vehicle market is dominated by trucks. As of Q2 2025, China's fuel cell truck fleet reached 22,000 units, accounting for 72% of the total fuel cell vehicle fleet (25% for buses and 3% for passeng...

Market & Tech Reports  Updated at: 2026/01/21

hough risk is poised to the downside as broader sentiment remains weak in Japan, with financing pressures constraining demand. Korean LV sales jumped 2.9% YoY in December as the PV segment gains were paired back by a CV contraction of 9.5%. This leaves Q4 down 3.5% on the previous quarter, with the Q2 expansion driving most of the year’s development. In selling rate terms, the market is down 11.1% on December 2024, leaving the 2025 total LV sal...

Market & Tech Reports  Updated at: 2026/01/21

gen Audi A1 (Spain) 2023 Sanden Audi A4 (Germany) 2023 [C] Denso Audi A5 (4WD) (Germany) 2025 Mahle Audi A6 (Germany) 2022 Mahle [P] Eberspaecher Audi e-tron (Belgium) 2022 Mahle [C] Denso [E] Mahle [B] Brose Fahrzeugteile Audi e-tron GT (Germany) 2023 Webasto Audi Q2 (Germany) 2023 Denso Audi Q3 (Hungary) 2022 Valeo [B] Valeo[C] Hanon Systems Audi Q3 Sportback (Hungary) 2023 Valeo Denso Audi Q4 e...

Market & Tech Reports  Updated at: 2025/12/22

an electric drive technology with a 2-in-1 structure of motor and transmission for Volkswagen's MQB platform. Mass production started in April 2019. The maximum torque is 290Nm and the maximum output is 100kW. The models currently equipped with the product are the e-Golf, e-Lavida, e-Bora, and Audi Q2L. Output shaft peak torque 310Nm Weight 89kg Gear Fixed gear ratio Drive mode Rear-wheel drive Dual clutch - Hydraulic circuit - ...

Market & Tech Reports  Updated at: 2025/12/11

dai Indonesia: a k-drama storyline on wheelshttps://www.marklines.com/en/news/331782 ASEAN Market Report GAIKINDO Indonesia International Auto Show 2025Chinese and Indonesian manufacturers, VinFast and morehttps://www.marklines.com/en/report/rep2902_202509 ASEAN Vehicle Sales and Production Update (Q2 2025)ASEAN Countries Automotive News Top Rank Topicshttps://www.marklines.com/en/report/rep2898_202508 Electric Vehicle (BEV/PHV/FCV) Sales Monthly...

Market & Tech Reports  Updated at: 2025/11/25

anticipate that there will be upward revisions in our next report to reflect the anticipated sales boost from the GST rate cut and improved economic growth.   LV sales from January to September 2025 remained flat at 3.7 mn units, comprising 3.18 mn PVs and 520k LCVs. The selling rate for Q2 was lower than that of Q1, as difficulties with consumer financing and a broader weak consumer sentiment are hindering LV demand. June’s performa...

Market & Tech Reports  Updated at: 2025/11/20

passenger displays (IVID), head-up displays (HUD), infotainment control units (ICU) and cockpit domain controllers (CDC). The table below gives an overview of European models using Bosch cockpit components (based on available data from 2021 onwards). OEM Model DIC Audi A3, A4, A5, A6, A7, A8, Q2, Q4 e-tron,  e-tron, TT/TTS o Bentley Bentayga o BMW 1-Series, 2-Series, 3-Series, 4-Series, 5-Series, M3, M5, Z4 o                 ...

Market & Tech Reports  Updated at: 2025/11/20

the effectiveness of these collaborations in achieving outcomes greater than the sum of their parts will ultimately be determined by time and market dynamics. Nevertheless, it is clear that partnerships such as that of Volkswagen and Xpeng will continue to emerge in the coming years.   During its Q2 earnings meeting on August 19, Xiaomi Group’s President Lu Weibing disclosed that the automotive division narrowed its operating loss to CNY300 m...

Market & Tech Reports  Updated at: 2025/11/14

nformation from GEO's display about its future production plans in the U.S. is shown in the table below. The table can be scrolled left and right. Location Battery Materials Annual production quantity (tons/year) Expected SOP Arizona Electrolytes 100,000 Q4 2028 Texas Electrolytes 300,000 Q2 2026 – Q2 2027 CNT slurry 50,000 Q1 2027 NMP purification 50,000 Q1 2027 LFP cathode materials 50,000 Q1 2028 Tennessee VC additive mater...

Market & Tech Reports  Updated at: 2025/11/07

ted global trading environment, and the assumption that the Chinese authorities plan to extend the auto trade-in subsidies for their domestic market, underpin a significant 1.2 mn unit and 2.3 mn unit respective upgrade to our 2025 and 2026 full-year Global LV Production forecasts against our prior Q2 view. Toyota GroupIn 2025, we expect Toyota Group’s global output to increase by 4.7% YoY to 11 mn units. While output in Europe remains unfavor...

Market & Tech Reports  Updated at: 2025/10/29

ed our 2025 and 2026 sales projections for India by 1% for each year. All other projections remain unchanged.JapanIn addition to a downward adjustment to our outlook in Q1 2025 following the announcement of a new import tariff by the US government, we have implemented a further downward revision in Q2-Q3 2025 due to the low selling rate in recent months. While the new tariff primarily impacts US sales, it is also likely to negatively affect the g...

Market & Tech Reports  Updated at: 2025/10/29

ds to increase its presence in the European market.   On the infrastructure side, the company announced plans to introduce "Flash Charge," an ultra-fast charging system, in the European market. The company plans to install from 200 to 300 megawatt-class Flash Charge stations by the second quarter (Q2) of 2026. The stations will first be launched for models under the Denza brand. Denza Z9GT on display at the show   The new compact E...

Market & Tech Reports  Updated at: 2025/10/06

mini passenger electric vehicle (EV), was launched. Both models feature the Honda SENSING driving safety support system.  (Reference report: Honda's Electrification Strategy) Honda Prelude, equipped with next-generation e:HEV (Source: Honda)   According to GlobalData sales forecast (Q2 2025), Honda Group’s light vehicle sales will be around 3.5 million units through 2030.   Following the slowdown in the global BEV market, Honda...

Market & Tech Reports  Updated at: 2025/09/26

umerous affordable new models will be launched at the Chengdu Motor Show 2025, more diversified product lineups across various market segments will constitute a powerful factor in driving the gradual recovery of automobile retail sales. China’s automobile export situation has been improving since Q2 2025, with exports to some markets growing well. In July, independent NEV brands’ total share in markets outside of China rose to 16%. Coupled wi...

Market & Tech Reports  Updated at: 2025/09/10

otive Lighting) [ECU] Hella (Forvia Hella) Volkswagen Audi RS 3 Limousine (Germany) 2024 [AFS ECU] Continental Volkswagen Audi RS 3 Sportback (Germany) 2024 [AFS ECU] Continental Volkswagen Audi RS 4 Avant (Germany) 2021 [ECU] Hella (Forvia Hella) (headlamps) Volkswagen Audi Q2 (Germany) 2021 [ECU] Valeo (headlamps) Volkswagen Audi Q3 / Q3 Sportback (Hungary) 2021 Typ F3 ZKW Group (Zizala Lichtsysteme) [AFS ECU] Con...

Market & Tech Reports  Updated at: 2025/09/09