ic valve (V), Electric pump (P) Radiator Europe Peugeot e-2008 Zhejiang Sanhua (V) Zhejiang Sanhua Xiezhong International Fiat 500e Modine (P) Magna International Inc. (Magna) Mahle Behr BMW i4 Zhejiang Sanhua (P) Robert Bosch GmbH (Bosch) Modine Volkswagen ID.5 Hanon (V) Hanon Hanon Audi Q4 e-tron Mahle Behr (V) Mahle Behr Valeo Volvo XC40 Recharge Mahle Behr N/A Mahle Behr Renault Megane E-Tech Denso (P) GMB Corporation (GMB) High...

Market & Tech Reports  Updated at: 2026/03/30

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

ASEAN Vehicle Sales and Production Update (Q4 2025) Improving thanks to EV policy support and strong year-end demand, with Chinese OEMs on the rise Summary Vehicle Sales Volume by Country Vehicle Production Volume by Country Commentary on Sales and Production Volume, January - December 2025 Thailand BEV sales by OEM ASEAN News Topics (Q4 2025)   * An updated version of this ASEAN report will be released every quarter.  * Sales data for Thailan...

Market & Tech Reports  Updated at: 2026/02/20

ort 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 increased by 9.4% over the previous year to 34.40 million units. The ...

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

Chinese Market Q4 2025 New Energy x Intelligent Connected, and Demonstration of L3 AD Summary OEMs Q4 2025 sales volumes (factory shipments) Trends of Chinese OEMs (Q4 2025) Trends of major non-Chinese manufacturers (Q4 2025) Policies related to China's automotive industry (Q4 2025)   The China Association of Automobile Manufacturers (CAAM) announced on January 14, 2026, that the new vehicle sales volume in China in 2025 increased 9.4% compared ...

Market & Tech Reports  Updated at: 2026/02/09

Global Top 10 Countries Sales Forecast (Q4 2025) Global sales to increase 3.8% to 92.13M units in 2025, and 1.7% to 93.74M units in 2026 Summary Commentary by GlobalData ⋆An updated version of this forecast report will be released every quarter-According to a report by GlobalData as of Q4 2025, global light vehicle sales are forecast to increase by 3.8% YoY to 92.13 mn. -The global LV market has performed well in 2025, not only by comparison to...

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

Global Top 10 OEMs Production Forecast (Q4 2025) Global production to reach 93.35M units in 2025, 95.03M units in 2026 Summary Commentary by GlobalData ⋆An updated version of this forecast report will be released every quarter -According to a report by GlobalData as of Q4 2025, global light vehicle production in 2025 is estimated to increase by 3.3% YoY to 93.35M mn.-For production, a stronger demand environment underpins the 1.2 mn annual aver...

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

taled 5.478 million units, up 9.8% from the same period last year, and accounted for 8.4% of total vehicle sales.   EV sales in 2025 exceeded the previous year's level and reached a record high. In particular, until the end of the third quarter (Q3), sales were strong, increasing 24.9% y/y, but in Q4 sales slowed down in the two major markets of China and the United States, and the growth rate (18.0% y/y) fell short of the previous year's growth...

Market & Tech Reports  Updated at: 2026/01/26

d in European specifications. However, depending on changes in the market environment and regulations, BYD may shift to production in Europe. The company already manufactures buses in Hungary and could consider local truck production in the future based on market scale and regulatory requirements. Q4: Will BYD trucks support MCS (Megawatt Charging System)? A4: Yes. The 4×2 tractor scheduled for launch next year is expected to support MCS. Exis...

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

lopment, with 3.7% growth currently forecast, though 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% ...

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

ntum of production and sales numbers so far has been slowing down due to the weakening demand for BEVs in the United States and intensifying competition in the Chinese and European markets. Model Y L launched in China in August 2025 (Source: Tesla)   According to GlobalData's forecast (Q4 2025), Tesla's light vehicle sales volumes are expected to gradually decline, falling below 1.4 million units in 2029, but will recover significant...

Market & Tech Reports  Updated at: 2026/01/14

c road testing of Level 3 autonomous driving in Guangzhou. At its technology event held in 2025, Xpeng Motors unveiled its second-generation VLA (Vision-Language-Action) model with L4 autonomous driving capabilities, which is scheduled to be installed in mass-produced vehicles in the first quarter (Q4) of 2026. United States   New vehicle sales in November were 1.275 million units, reflecting a decrease of 6.7% y/y (up 0.2% m/m).   US media rep...

Market & Tech Reports  Updated at: 2025/12/26

[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-tron (Germany) 2024 [P] Valeo Hanon Audi Q8 e-tron (Belgium) 2023 Sanden CUPRA Born (Germany) 2024 [P] Valeo CUPRA Terramar (Hun...

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

Porsche Taycan Turbo S Cross Turismo (Germany) 2022 Marelli Europe - München Traction motor Renault Megane E-TECH Electric (France) 2022 Renault - Cleon Plant Traction motor Volkswagen ID.5 (Germany) 2022 Volkswagen Traction motor Aston Martin Valkyrie (UK) 2021 Helix Traction motor Audi Q4 e-tron (Germany) 2021 Audi Hungaria Zrt. Traction motor Audi Q4 e-tron (Germany) 2021 Volkswagen Traction motor Aurus Senat (Russia) 2021 Sarap...

Market & Tech Reports  Updated at: 2025/12/09

2kWh Mercedes-Benz GLE 450e PHEV USA Tuscaloosa, AL 2019 LiB 31.2kWh Mercedes-Benz S 580e PHEV Germany Sindelfingen Plant 2021 Samsung LiB 28.6kWh VW Group Audi A6/ S6 e-tron BEV Germany, China Ingolstadt, Changchun 2024 CATL LiB 83 / 100kWh NMC811 180S1P 662 VW Group Audi Q4 e-tron BEV Germany Zwickau, SAIC-VW Shanghai 2021 LG LiB 82kWh NMC 96S3P 352 VW Group Audi Q5 e-tron BEV China SAIC-VW Shanghai 2022 United Aut...

Market & Tech Reports  Updated at: 2025/12/01

contraction for 2025. YTD sales are up 5.3% for PVs, while CVs have contracted 4.5%. South America Brazilian Light Vehicle sales totaled 248k units in October, down by 0.8% YoY. The selling rate accelerated to 2.74 mn units/year in October, from 2.59 mn units/year in September. Over recent years, Q4 appears to have become an increasingly important time of year in which to make sales, and so it was not surprising that October brought the highest...

Market & Tech Reports  Updated at: 2025/11/21

o adapt to environmental conditions and improve visibility in low light or bad weather. Examples： Although AR HUDs are still quite advanced and not yet widely used, they can already be found in mainstream vehicles such as the VW ID.3 and ID.4. These are supplied by LG Electronics Inc. The Audi Q4 e-tron is also available with an optional AR HUD from LG Electronics. In the Audi Q4 e-tron the information is reflected on the windshield on two s...

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

urrent and future production plans. Information 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 ...

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

re still a relatively small component of the total US market, there has been a pull-forward effect in July and August, which will likely continue in September. EV sales have also been stimulated by OEM incentives over recent months. However, this will almost inevitably result in a payback effect in Q4, putting some further downward pressure on total market sales.We continue to assume that sales will slow in Q4, as the pressure on pricing builds. ...

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

boosting output. That said, an underlying slowdown in sales at home and abroad, especially for EVs, has been keenly felt in Europe, with the group planning to downsize its regional capacity by 1 mn units annually by 2029. The continuation of these trends will likely lead to a decline of 3.8% YoY in Q4, with full-year build set to drop by 0.8% YoY. Its global output is also projected to fall by 5.7% YoY in Q1 2026, as the next bout of model activi...

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