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Toward Net-Zero Powertrain: From Technology Competition to Collaboration
Reduction Production of the third-generation LEAF began in December 2025 at Nissan’s Sunderland plant in the UK. Through a renewal of the production lines, the plant is now capable of mixed production of the new LEAF and the third-generation e-POWER–equipped Qashqai. At the adjacent battery gigafactory, the facility is designed to supply approximately 20% of its electricity from renewable energy, demonstrating efforts to reduce CO₂ emis...
Market & Tech Reports Updated at: 2026/03/06
Chinese Market Q4 2025
ing to multiple reports on November 14, GM has asked thousands of suppliers to adjust their parts supply chains in China. The company has set a 2027 deadline for some suppliers to dissolve their China sourcing ties. Tesla The 4 millionth car rolled off the line at the Tesla (Shanghai) Co., Ltd. (Gigafactory Shanghai) on December 8. Also, on December 30, the global 9 millionth electric vehicle rolled off the production line at the Gigafactory S...
Market & Tech Reports Updated at: 2026/02/09
The Production Cost Battle
lectric car provides the optimum conditions for simplifying the principles of the digital factory and thus the production processes themselves.” Just how advanced manufacturing can be if it is focused exclusively on electric cars is apparent in some of the new production methods used at Tesla’s Gigafactory in Grünheide, Germany. One example is gigacasting, in which large body parts are manufactured in a single piece from die-cast aluminum...
Market & Tech Reports Updated at: 2026/02/05
Tesla: Struggling with Slowing U.S. BEV Demand and Intensifying Competition in China
3.0%, down by 0.1 pp YoY. The year should see more stability in policy, especially in the US, while Tesla’s main models are not expected to see any significant updates, resulting in a rather sedate picture overall. In early 2023, Tesla announced that it will invest $10 billion into building a "Gigafactory" located in the Mexican state of Nuevo Leon. Construction of the new plant was initially slated to start in the summer of 2023, but has be...
Market & Tech Reports Updated at: 2026/01/14
The Elixir of Electric Mobility
rs of experience and low-production sites. The market at the beginning of 2024 is dominated primarily by Asian companies: The Chinese company CATL is the leader in vehicle equipment with a share of 38.4 % [5] Many “hundreds of production and material parameters have to be optimized” before a gigafactory that has been set up with new technology can run cost-effectively and achieve good quality, high production speeds, and low reject rates, ...
Market & Tech Reports Updated at: 2025/12/05
Analysis Report: Lithium-Ion Battery (Japanese, European, U.S. and Korean Markets)
urement, the company has long-term contracts with Lake Resources of Australia, Albemarle of the USA, and five other companies for lithium, and with PT Vale Indonesia Tbk of Indonesia and one other company for nickel. Ford Puma Gen-E (Photo:Copyright ©Ford) Tesla The construction of a Gigafactory in Mexico, which was announced in 2023, was temporarily put on hold in July 2024 due to the uncertainty surrounding the potential implemen...
Market & Tech Reports Updated at: 2025/12/01
Mexico (2) Production and exports affected by U.S. tariff concerns
.S. presidential election became unclear. During the company's third-quarter earnings announcement in October 2024, CEO Elon Musk revealed his intention not to introduce the entry-level compact car "Model 2," which was expected to be produced at a new factory in Mexico after production began at the Gigafactory in Texas. BYD announced plans to invest USD 1 billion to build a factory in Mexico in 2023 with an annual production capacity of 150,00...
Market & Tech Reports Updated at: 2025/07/11
Analysis Report: Lithium-Ion Battery (Chinese Market)
n units. In February 2025, Tesla announced that its in-house developed 4680 large cylindrical battery production capacity had surpassed 16GWh and that a lithium iron phosphate (LFP) version would be available within the year. Panasonic: In 2021, Panasonic installed a new 4680 production line at its Gigafactory in Nevada to begin mass production, while at the same time began construction of a 4680 test line within its Japanese plant, with trial pr...
Market & Tech Reports Updated at: 2025/06/12
Trump Tariffs: Impact on the North American Auto Industry
Guanajuato, Mexico GMC Sierra 37% 36% Mexico Flint, MIFort Wayne, INSilao, Guanajuato, Mexico Stellantis Ram 1500 61% 32% Mexico Sterling Heights, MISaltillo Truck, Coahuila, Mexico Ram 1500 Classic 61% 27% Mexico Warren Truck, MISaltillo Truck, Coahuila, Mexico Tesla Model Y 70% 20% Mexico Gigafactory TexasFremont, CA Toyota RAV4 70% 15% Japan Cambridge, Ontario, CanadaTakaoka, Aichi, JapanNagakusa, Aichi, Japan RAV4 Hybrid 45% 45% J...
Market & Tech Reports Updated at: 2025/05/02
Bharat Mobility Global Expo 2025: Electric Two-wheeler OEMs
Tamil Nadu. It has an installed capacity of one million electric two-wheelers. The facility also produces battery packs, motors, and vehicle frames. Additionally, Ola is developing an EV hub in the Krishnagiri and Dharmapuri districts of Tamil Nadu, which will include the Ola Future Factory, an Ola Gigafactory for cell manufacturing, and co-located suppliers. Battery cell and electric two-wheelers At the Bharat Mobility Global Expo 2025, Ol...
Market & Tech Reports Updated at: 2025/03/13
Stellantis (1) From a BEV strategy to an xEV strategy
growing demand, the company aims to build a new plant in the southeastern United States to supply 150,000 tons per year. ------------------KeywordsStellantis, Jeep, Chrysler, Ram, Dodge, Peugeot, Opel, Vauxhall, Fiat, Citroen, Lancia, DS, Maserati, Alfa Romeo, BEV, PHEV, HEV, Electric, Battery, Gigafactory ...
Market & Tech Reports Updated at: 2025/03/05
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (January 2025)
and in the U.S. and Canada on January 24. In addition to changes to the exterior design, driving range, driving performance, and battery life have been improved. Delivery of the new model is scheduled to begin in March. At the same time, the start of production of the updated model at the Shanghai Gigafactory and Berlin Gigafactory has been reported, which is expected to have a positive impact on production and sales volume. However, a recall in...
Market & Tech Reports Updated at: 2025/02/26
U.S. Market: Transition towards the new Trump Administration
s business strategy and that it is still a matter of speculation as to what President-elect Trump will decide, and he expressed his willingness to cooperate with the administration. According to a July 24 report from Mexican media outlet Vanguardia Industrial, construction of Tesla's Mexican Gigafactory has been put on hold at least until after the presidential election. Tesla's Elon Musk said that the political situation needs to be wa...
Market & Tech Reports Updated at: 2024/12/26
Analysis Report: EV/HV Drive Motor (Chinese Market)
(Tesla) is an American electric vehicle and energy company headquartered in Austin, Texas. Tesla is the global leader in electric vehicles and is pursuing a variety of strategies to grow and innovate. The company has made significant progress in several markets. In China in particular, the Shanghai Gigafactory serves as a key base for Tesla's global expansion, producing and exporting vehicles. Tesla's business strategy is focused on the following...
Market & Tech Reports Updated at: 2024/11/28
The Battery Show North America 2024 - Electric & Hybrid Vehicle Technology Expo
yield, confirming the commercial manufacturing viability of its batteries. Lyten is expected to deliver commercial cells to aerospace and defense customers later in 2024. On October 15, 2024, Lyten announced plans to invest more than USD 1 billion to develop the world's first lithium-sulfur battery gigafactory in Reno, Nevada. At full capacity, the new plant will be able to produce up to 10 GWh of batteries annually. Groundbreaking for the new pl...
Market & Tech Reports Updated at: 2024/11/12
Analysis Report: Lithium-Ion Battery (Japan, Europe, North America and Korea)
drogen utilization, and fuel cells for ships and aircraft). As for EVs, the main topics were: 1) next-generation production method using the unboxed process, 2) in-house technology development (motors with no rare earths, up to 75% SiC reduction in inverters, etc.), and 3) construction of the fifth Gigafactory in Mexico (vehicles based on next-generation production processes + 4680 batteries*). Due to business expansion, the name of the Japanese ...
Market & Tech Reports Updated at: 2024/10/18
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (August 2024)
EV charging stations. It is believed that Tesla's plans to build plants in Malaysia, Indonesia, and other countries have also been scrapped due to the impact of Tesla's decision to cancel investments in Asia and other regions. In addition, there was a statement that the expansion plan for the Tesla Gigafactory Berlin-Brandenburg in Germany will proceed on the assumption that EV sales volume will increase, and the construction of the Tesla Gigafac...
Market & Tech Reports Updated at: 2024/09/27
Electric Two-wheelers in India (2) Major start-ups
tric two-wheelers. It is the largest integrated and automated electric two-wheeler manufacturing plant in India. The plant also produces battery packs, motors, and vehicle frames. Ola is developing an EV hub in Krishnagiri and Dharmapuri districts in Tamil Nadu, comprising Ola Futurefactory, Ola Gigafactory for cell manufacturing, and co-located suppliers. This hub is crucial for establishing a resilient supply chain and will serve as a co-loc...
Market & Tech Reports Updated at: 2024/09/20
ASEAN (1) EV Promotion Policies; Increasing Entry of Chinese OEMs
Ltd. (CATL), and Indonesia Battery Corporation (IBC), a consortium of four state-owned companies, will jointly invest in building a lithium-ion battery ecosystem supply chain in Indonesia. This will be an attempt to cover each stage from nickel mining to the production of battery cells/packs at the Gigafactory and the recycling of these cells/packs. HLI Green Power's battery cell production plant begins operations The battery cell plant of PT H...
Market & Tech Reports Updated at: 2024/09/04
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (July 2024)
8% to 31,000 units, for a market share of 12.9%; and sales of diesel-powered vehicles increased 1.4% to 43,000 units, for a market share of 18.1%. The Ministry of Agriculture, Environment and Climate Protection of the State of Brandenburg partially approved Tesla's expansion plans for its Berlin Gigafactory in July. Tesla said that there is a growing market directly accessible from Berlin, including servicing the right-hand drive market, and e...
Market & Tech Reports Updated at: 2024/08/29



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