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China Passenger Car Association (CPCA) report - October 2025
tage points y/y) of the total BEV volume. There were 20 manufacturers with a New Energy passenger car wholesale volume exceeding 10,000 units in September, flat y/y and accounting for 92.6% (93.5% last month) of the total volume. These manufacturers were: BYD (393,060 units), Geely (165,201 units), Tesla China (90,812 units), Changan Auto (90,072 units), SAIC-GM-Wuling (88,781 units), Chery (85,379 units), Leapmotor (66,657 units), Great Wall Mot...
Market & Tech Reports Updated at: 2025/10/15
Automotive World Autumn 2025: Chinese electric vehicles teardown exhibit
ngs (hairpin type), and the cooling system is oil-cooling, with oil circulating inside the motor. The oil is cooled with coolant in an oil cooler. An oil passage is provided on the outer periphery of the stator core, which is fixed to the housing by shrink fitting. There are examples, such as Tesla's Model 3 and Model Y, which have oil channel holes in the back yoke near the outer periphery of the motor's stator, but Avatr has staggered oil...
Market & Tech Reports Updated at: 2025/10/14
Analysis Report: Air Conditioning System (Japanese Market)
for car air conditioners USA Denso International America, Inc. Southfield (MI) 100 GM, Chrysler, Ford, BMW, Mercedes-Benz, Hyundai, Kia, Toyota, Honda, Subaru, Mazda, Hino, Suzuki, Mitsubishi, Nissan, Cummins, Paccar, Volvo Truck, International Truck & Engine, Polaris, Mack Trucks, Freightliner, Tesla Regional headquarters for North America; automotive components R&D USA Denso Manufacturing Arkansas Inc. Osceola (AR) 100 Air conditioners a...
Market & Tech Reports Updated at: 2025/10/07
Where is Tesla heading ?
Where is Tesla heading ? Challenges and Progress of Robotaxi Summary Autopilot (AP) faces first federal conviction in federal court Regulatory policies of foreign governments regarding AP/FSD, including China, France, etc. Entering the autonomous ride-hailing service market: Pros and cons about realizing a long-standing promise Hybrid Remotely Monitored Robotaxi : Modified Vehicle "Project Halo" Disbanding the Dojo Team and Changes to Tesla's R&D...
Market & Tech Reports Updated at: 2025/10/01
Analysis Report: Seat (Japanese Market)
2022, similar quality/supplier awards were received from Honda, Nissan Shatai, Dongfeng Nissan, Dongfeng Honda, and Honda (Mexico). In FY2021, quality awards were received from Nissan, Dongfeng Nissan, and Nissan Motor (Thailand) Co., Ltd. In 2017, the company received an order from a new customer (Tesla) in the U.S. for EV vehicle seat development business. In 2012, seat frame production was concentrated in China, Mexico, Thailand, and Spain, wi...
Market & Tech Reports Updated at: 2025/09/27
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (August 2025)
e growth of PHVs has slowed, the number of BEVs is steadily increasing. Electric Vehicle (BEV/PHV/FCV) - Top 10 best selling models (000 units) The table can be scrolled horizontally - Model Maker/Brand P/T 2025August 2024August Y-o-Y 2025Jan.-Aug.total 2024Jan.-Aug.total Y-o-Y 1 Model Y Tesla BEV 85 91 -6.4% 541 644 -16.1% 2 Xingyuan Geely BEV 46 - -% 295 - -% 3 Model 3 Tesla BEV 41 39 2.9% 292 287 1.6% 4 Qin Plus BYD BEV/PHV 36...
Market & Tech Reports Updated at: 2025/09/26
China Passenger Car Association (CPCA) report - September 2025
s y/y) of the total BEV volume. There were 21 manufacturers with a New Energy passenger car wholesale volume exceeding 10,000 units in August, up 2 y/y and accounting for 93.5% (92.1% last month) of the total volume. These manufacturers were: BYD (371,501 units), Geely (147,347 units), Tesla China (83,192 units), Changan Auto (78,953 units), Chery (58,233 units), Leapmotor (57,066 units), SAIC-GM-Wuling (56,213 units), Seres ...
Market & Tech Reports Updated at: 2025/09/10
Analysis Report: Lighting (U.S. and European Markets)
national [Ballast] Marelli (Automotive Lighting) Subaru Subaru Ascent (USA) 2022 WM Stanley Murakami Corporation Subaru Subaru Legacy (USA) 2022 BW North American Lighting (NAL) Stanley Subaru Subaru Outback (USA) 2022 BT North American Lighting (NAL) Stanley Murakami Corporation Tesla Tesla Model 3 (USA) 2022 Gen-1 Hella (Forvia Hella) Tesla Tesla Model Y (USA) 2022 Gen-1 Hella (Forvia Hella) Toyota Lexus ES (USA) ...
Market & Tech Reports Updated at: 2025/09/09
TECHNO-FRONTIER 2025: e-Axle, Motors
kages and power modules that are connected to the board by soldering or press-fitting. The bare die solution involves supplying SiC semiconductor chips as bare chips without mounting them, and these are mounted in power modules specially designed by the customer. STPACK is the package used in Tesla's Model 3 and Model Y inverters, and STMicroelectronics says it can be supplied to other companies as well. ACEPACK 1 and ACEPACK 2 are suita...
Market & Tech Reports Updated at: 2025/08/29
ASEAN Vehicle Sales and Production Update (Q2 2025)
6,437 units, closely followed by GAC Group, which recorded 6,345 units. In fourth place was Changan Auto with 5,166 units, while GWM secured fifth with 3,471 units. Other notable Chinese automakers included Geely (3,224 units), Hozon Auto (2,191 units), Chery (1,728 units), and XPENG (1,161 units). Tesla took seventh place with 2,637 units registered. Meanwhile, Thailand-based MINE Mobility recorded 11 BEV registrations during the first half of 2...
Market & Tech Reports Updated at: 2025/08/28
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (July 2025)
in the same month last year, and we will keep a close eye on future trends. Electric Vehicle (BEV/PHV/FCV) - Top 10 best selling models (000 units) The table can be scrolled horizontally - Model Maker/Brand P/T 2025July 2024July Y-o-Y 2025Jan.-Jul.total 2024Jan.-Jul.total Y-o-Y 1 Model Y Tesla BEV 68 74 -8.1% 456 554 -17.6% 2 Xingyuan Geely BEV 44 - -% 249 - -% 3 Seagull BYD BEV 34 32 8.1% 272 197 38.0% 4 Qin Plus BYD BEV/PHV 29 ...
Market & Tech Reports Updated at: 2025/08/26
2025 China Auto Forum: Drive Batteries
ucts must be adapted to many platforms. Currently, mainstream large battery cells are available in cylindrical, prismatic, and pouch specifications, but considering their structural advantages and industry maturity, cylindrical and prismatic types have a clear advantage in standardization. After Tesla's announcement of the 46-series large cylindrical battery, the cylindrical standard quickly became the focus of industry research. The cylindric...
Market & Tech Reports Updated at: 2025/08/22
Analysis Report: Power Steering (U.S. and European Markets)
by-wire in its high-performance SU7 vehicle. Steering ratio is adjustable from 5:1 to 15:1 and is said to enable automatic lane changes, but current Chinese traffic regulations stipulate that drivers must not take their hands off the steering wheel even when the ADAS system is in use. U.S. cars Tesla's Cybertruck, which debuted in 2023, does not have a steering shaft and uses a steer-by-wire (SBW) system.The steer-by-wire system was developed...
Market & Tech Reports Updated at: 2025/08/21
TECHNO-FRONTIER 2025: BEV Teardown Exhibits
TECHNO-FRONTIER 2025: BEV Teardown Exhibits Tesla Cybertruck and Xiaomi SU7: traction motor, thermal management system Summary Tesla Cybertruck teardown exhibit Xiaomi SU7 teardown exhibit Teardown analysis of power electronics products (LTEC) TECHNO-FRONTIER 2025, organized by the Japan Management Association, was held July 23-25, 2025, at the Tokyo Big Sight international exhibition center. TECHNO-FRONTIER is an exhibition that started in 19...
Market & Tech Reports Updated at: 2025/08/19
Global Sales Volume Analysis by Model (First Half of 2025)
13 14 Chery 997.6 21.5% 17 15 Mercedes-Benz Group 985.8 -6.3% 14 (Source: MarkLines - Vehicle sales volume search by EV/Model/Country/etc.) By model, the Toyota RAV4, which ranked second last year, took first place, the Ford F-Series, which ranked third last year, was second, and the Tesla Model Y, which ranked first last year, was third. Similar to sales by manufacturer, sales by model also showed a steady increase in sales of ...
Market & Tech Reports Updated at: 2025/08/18
China Passenger Car Association (CPCA) report - August 2025
re were 19 manufacturers with a New Energy passenger car wholesale volume exceeding 10,000 units in July, an increase of 2 manufacturers y/y and taking up 92.1% (91.3% last month) of the total volume. These manufacturers were: BYD (341,030 units), Geely (130,124 units), Changan Auto (75,925 units), Tesla China (67,886 units), Chery (62,107 units), SAIC-GM-Wuling (59,580 units), Leapmotor (50,129 units), Seres (41,676 units), XPeng (36,717 units),...
Market & Tech Reports Updated at: 2025/08/12
Analysis Report: Seat (U.S. and European Markets)
r an acquisition price of approximately USD 360 million, including approximately USD 18 million in debt. The Futuris Group has 15 manufacturing sites in North America and Asia and manufactures seating systems, seat frames, headrests, armrests, seat bolsters and other products. Its customers include Tesla, Ford, GM, Geely, Chery, Brilliance and Tier-1 automotive seating suppliers. Manufacturing sites In January 2024, multiple European media ...
Market & Tech Reports Updated at: 2025/08/06
Chinese Market Q2 2025
Inc. (Qualcomm) and Bosch. Samples of smart cockpit domain controllers developed based on the Qualcomm SA8775P are now available. It will be utilized in Buick's Xiaoyao super fusion vehicle architecture and will be installed in the first sedan of the Electra brand in the second half of 2025. Tesla Energy storage plant project for the power grid In June 2025, a stand-alone gigawatt-level grid-connected energy storage plant with a total inve...
Market & Tech Reports Updated at: 2025/08/01
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (June 2025)
.7% y/y, but the sales volume of PHVs increased only slightly, up 3.2% y/y. Electric Vehicle (BEV/PHV/FCV) - Top 10 best selling models (000 units) The table can be scrolled horizontally - Model Maker/Brand P/T 2025June 2024June Y-o-Y 2025Jan.-Jun.total 2024Jan.-Jun.total Y-o-Y 1 Model Y Tesla BEV 91 96 -4.7% 372 479 -22.4% 2 Xingyuan Geely BEV 41 - -% 205 - -% 3 Seagull BYD BEV 38 34 11.6% 238 165 43.8% 4 Model 3 Tesla BEV 37 52...
Market & Tech Reports Updated at: 2025/07/28
Mexico (2) Production and exports affected by U.S. tariff concerns
to South American markets VW: Production expansion for the fourth consecutive year, concerns over impact of U.S. tariffs Hyundai/Kia Group: Production of SUVs for the U.S. market transferred to the U.S. plant Chinese manufacturers: Tension in U.S.-China relations creates headwinds for new entrants Tesla, BYD, and Hon Hai (Foxconn) GlobalData Production Forecast: Mexico light vehicle production expected to be 3.56 million units in 2028 Mexi...
Market & Tech Reports Updated at: 2025/07/11