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JSAE 2025 in Yokohama: Inverters, Thermal Management
el of 48V semiconductor products The company exhibited a 48V-12V DC-DC converter reference board and related semiconductor products, as they have been receiving an increasing number of inquiries related to 48V since Tesla adopted 48V for the power supply system of electrical components in its Cybertruck. The 48V-12V DC-DC converter reference board is a sample designed for a system that uses 12V auxiliary equipment in a system with a 48V ...
Market & Tech Reports Updated at: 2025/06/26
Trump Tariffs: Impact on the North American Auto Industry
ludes U.S. brands such as Dodge, Ram, Chrysler, Jeep, etc. Europe 1,325.6 8.0% Ram P/U, Jeep Grand Cherokee, Wrangler Nissan Japan 924.1 5.6% Rogue, Sentra, Altima VW Europe 719.7 4.4% Atlas, Tiguan, Jetta Subaru Japan 667.7 4.0% XV, Forester, Outback Tesla U.S. 632.5 3.8% Model Y, Model 3, Cybertruck Mazda Japan 424.4 2.6% CX-5, CX-30, CX-50 BMW Europe 399.9 2.4% X5, X3, 3 Series Mercedes-Benz Europe 374.1 2.3% GLE-Class, GLC-Class...
Market & Tech Reports Updated at: 2025/05/02
Analysis Report: Airbag (U.S. and European Markets)
v Autoliv Autoliv Autoliv Subaru Subaru Outback (USA) BT 2023 Denso Subaru Subaru Ascent (USA) RC 2023 Autoliv Subaru Subaru Legacy (U.S.) BW 2022 Autoliv Subaru Subaru Outback (USA) BT 2020 Autoliv Subaru Subaru Ascent (USA) RC 2019 ZF Tesla Tesla Cybertruck (USA) 2024 ZF ZF Tesla Tesla Model S (USA) Gen-1 2024 ZF Tesla Tesla Model X (USA) MTX14 2024 ZF Tesla Tesla Mod...
Market & Tech Reports Updated at: 2025/04/24
Mobile World Congress 2025 (1) AI and 5G
l capabilities are also crucial for autonomous vehicles, especially in situations where human intervention is needed, such as navigating complex environments or handling emergencies. The cloud technology company Oracle presented its vehicle communication system, which was installed in a Tesla Cybertruck. Oracle Vehicle Communication System demonstration (GSMA MWC™ Barcelona, organized by © GSM Association, Photos: Copyright © Mar...
Market & Tech Reports Updated at: 2025/03/28
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (February 2025)
tates. In February, it was reported that 376,241 units of certain 2023 Model 3 and Model Y vehicles were recalled due to a defect in the power steering assist and an OTA (over-the-air) update was released to correct the defect. In March, the company reportedly recalled 46,096 units of 2024 and 2025 Cybertruck models due to a problem with the outer panels coming off while driving. In Canada, there are also moves to exclude Tesla from EV-related...
Market & Tech Reports Updated at: 2025/03/26
Analysis Report: Brake (U.S. and European Markets)
18 2023 F) Kiriu Mexicana Peterbilt 579 --- 2021 F) Bendix Commercial Vehicle Systems Bendix Commercial Vehicle Systems Rivian R1S (U.S.) 2024 F) Brembo North AmericaR) HL Mando America Corporation - Alabama Rivian R1T (U.S.) LAU/ADV 2022 F) Brembo North AmericaR) HL Mando Tesla Cybertruck (U.S.) 2024 F) Brembo North AmericaR) HL Mando America Corporation - Alabama Tesla Model 3 (U.S.) Gen-1 2022 F) Brembo North America...
Market & Tech Reports Updated at: 2025/03/21
Automotive World 2025: Electric Vehicles and Teardown Exhibits
Automotive World 2025: Electric Vehicles and Teardown Exhibits CJPT's small fuel cell truck, Tesla Cybertruck inverter, and more Summary Electric trucks (CJPT, ZO Motors) Small mobility (Vectrix Japan, ReUdo, Toyota Auto Body) BEV teardown exhibit (LTEC, SDI) CJPT's light-duty fuel cell truck Automotive World 2025 (January 22 - 24, 2025) was held at the Tokyo Big Sight convention and exhibition center. According to an announcement ...
Market & Tech Reports Updated at: 2025/02/07
2024 Japan Die Casting Congress & Exposition: Gigacast
panies exhibiting from China. This report focuses on the exhibition of the Gigacast and high-quality special aluminum die-cast parts. 2024 Japan Die Casting Congress & ExpositionVenue: Pacifico Yokohama 2024 Japan Die Casting Congress & ExpositionView of the venue Related reports:Tesla Cybertruck Teardown: Body, Steer-by-Wire (Nov. 2024) Korea Next Gen Mobility Technology Expo 2024 (Oct. 2024) Gigacastings to Modular Structures (Ju...
Market & Tech Reports Updated at: 2024/12/03
Analysis Report: EV/HV Drive Motor (Chinese Market)
ness on a global scale. Specifically, Tesla has repeatedly adjusted the prices of its Model 3 and Model Y in the Chinese market to address local competitive pressures and expand its market share. New products and innovations: In 2024, Tesla introduced the Model 3 minor change model and launched the Cybertruck. This demonstrates the company's continuing efforts in product diversification and technological innovation. In addition, Tesla has made si...
Market & Tech Reports Updated at: 2024/11/28
Tesla Cybertruck Teardown: Electric Powertrain
Tesla Cybertruck Teardown: Electric Powertrain 4680 battery cells, 800V charging system ~ From Munro's teardown survey data ~ Summary Electric drive module 4680 battery cell (2nd generation) Thermal system updates 800V charging system 48V power supply system Tesla Cybertruck (Source: Munro & Associates, Inc.) Tesla's Cybertruck, launched in December 2023, enthusiastically incorporates cutting-edge technologies ahead of its competitor...
Market & Tech Reports Updated at: 2024/11/13
Tesla Cybertruck Teardown: Body, Steer-by-Wire
Tesla Cybertruck Teardown: Body, Steer-by-Wire Gigacast structures, EtherLoop and more ~ From Munro's teardown survey data ~ Summary Stainless steel body Front and rear gigacast structures Modular structure of battery, floor, seat, and carpet Steer-by-wire (electronic control of front and rear wheel steering without mechanical connections) Etherloop (a new vehicle-wide communication and control system that replaces the current CAN) Tesla's Cy...
Market & Tech Reports Updated at: 2024/11/06
Analysis Report: Lithium-Ion Battery (Japan, Europe, North America and Korea)
2024 - 4680 → 2170 for the time being JV Production Panasonic Nevada Gigafactory, U.S. 2015 40 → 140GWh 18650, 2070, 4680 In-house production Tesla Berlin Gigafactory, Germany 2024 50GWh Model Y vehicle production 2022, 4680 cell for Model Y Texas Gigafactory, U.S. 2022 50GWh Model Y and Cybertruck production, 4680 cell planned Mexico Gigafactory Construction suspended - Vehicle + battery plant, total investment USD 5 billion BMW F...
Market & Tech Reports Updated at: 2024/10/18
Tesla: Profitability Down with Decreased Sales, Intensifying EV Competition
Tesla: Profitability Down with Decreased Sales, Intensifying EV Competition Planning revenue increases from next-gen platform vehicles, software, and charging infrastructure Summary Global production: Volume starts to decline in 2024 due to production cutback in China Global sales situation: Sales down despite broad-based price cuts from 2023 onward New products announced after 2023: Cybertruck, Semi, and new Model 3 Future models: Compact EV to ...
Market & Tech Reports Updated at: 2024/08/19
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (June 2024)
a Sales of the Model Y, its best selling model, were down 16.5% y/y to 96,000 units, while sales of the Model 3 fell 10.6% to 48,000 units. Tesla's total sales volume in June was 152,000 units, down 13.1% compared to the same month last year. The company continues to suffer from the recall of Cybertruck due to a defective wiper motor and problems related to air pollution, etc. at its Fremont Plant in California. On the other hand, hiring ac...
Market & Tech Reports Updated at: 2024/07/26
Gigacastings to Modular Structures
t for those with registered trademarks. In JIS (Japanese Industrial Standards) terminology, diecast is written as die cast, and this report generally follows that same rule in terminology. Tesla Inc. is ahead of its competitors in terms of both mass and quality in gigacasting technology. The Cybertruck uses castings made with a clamping force of 9,000 tons. All automakers other than Tesla producing gigacast parts are based in China. The al...
Market & Tech Reports Updated at: 2024/06/27
Business Trends of Chinese Parts Suppliers in Mexico
n customers are being mass-produced one after another, and the company is currently in the process of increasing its production capacity. In North American, the company supplies products to GM, Ford, Stellantis (Chrysler), Tesla, CATL, and others. Delivery of air conditioning enclosures for Tesla's Cybertruck began in November 2023. Lizhong Sitong Light Alloys Group Co., Ltd. Main business Engaged in the manufacturing of new functional a...
Market & Tech Reports Updated at: 2024/05/29
WCX 2024 (2) Improved vehicle sustainability and industry perspectives
WCX 2024 (2) Improved vehicle sustainability and industry perspectives Strategies to reduce emissions; sessions provide supplier and OEM views on current trends Summary GM, Toyota show alternatives in reducing vehicle emissions Technological highlights of the Tesla Cybertruck (Munro) Ford design officer discusses industry trends Tier 1 suppliers adjusting to automotive paradigm shift (AWS, BorgWarner, Dana, Schaeffler, ZF) Entrance to WCX 2...
Market & Tech Reports Updated at: 2024/05/21
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (March 2024)
it was reported that the Shanghai Gigafactory in China was scaling back production due to sluggish sales and increased competition. In the United States, while construction of a lithium refinery in Texas is reportedly progressing smoothly, it was also reported that production and deliveries of the Cybertruck have been suspended. Although sales fell in March, we will continue to keep a close eye on Tesla's activities. The following graph sh...
Market & Tech Reports Updated at: 2024/04/25
Electric Mobility in the USA
lectrified version, the Lightning. Its current competitors are the Hummer EV and the Rivian R1T. The segment is growing quite quickly, and new vehicles such as the Chevrolet Silverado, GMC Sierra, RAM 1500, and other models have been announced, as well as vehicles from start-up companies. The Tesla Cybertruck was shown for the first time in 2019, but as of July 2023 there is still no date for its start of series production. But not every marke...
Market & Tech Reports Updated at: 2024/01/05
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (November 2023)
g an increase for the first time in two months. Until the previous month, Tesla had been affected by a decline in sales in China, but this month it has rebounded thanks to Model 3 sales in China returning to pre-August levels and increased sales in European countries. A delivery ceremony for the Cybertruck was held on November 30th, and it is now available for reservations and orders. Production of this model began in July, and sales are expec...
Market & Tech Reports Updated at: 2023/12/26