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European and American OEMs' Strategies and Their Progress in China
Vision Driving Experience), for its world premiere, as well as the Vision Neue Klasse X for the first time in China, showcasing its intelligent features and product lineup. Now in its 20th year since starting production and research and development in China, Mercedes-Benz continues to expand its investments there. At this year's motor show, the company held the world premiere of the luxury MPV concept car Vision V, based on the VAN.EA EV (elec...
Market & Tech Reports Updated at: 2025/06/30
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (May 2025)
ay period increased 21.2% y/y to 2.271 million units, accounting for 8.7% of total vehicle sales volume. On June 12, U.S. President Trump stated that there is a possibility of further increases to automobile tariffs. He said that OEMs facing increasing tariffs would be encouraged to make further investments in the U.S., citing GM and Hyundai's announcements of additional investments in the U.S. as successful examples. On the other hand, OEMs a...
Market & Tech Reports Updated at: 2025/06/25
Vienna Motor Symposium 2025 (1) Reaching zero carbon mobility emission
ffort and the full physical diversity of climate-neutral energy sources, including the corresponding drive technologies," he said. He also emphasized the importance of a reliable legal framework not only for the passenger car and commercial vehicle industry, but also for sustainable energy, so that investments in development and production can be planned for the longer term. According to Professor Geringer, the current EU fleet legislation for...
Market & Tech Reports Updated at: 2025/06/20
Analysis Report: Exhaust System (Japanese, European and U.S. Markets)
ina 2: Changsha, Hefei Asia 3: India 3 The company has three production sites in Japan for exhaust system components: Ora-machi, Ora-gun, Gunma Prefecture; Oita Prefecture, Kyushu Prefecture; and Nissin Kogyo (34% owned) in Yamato City, Kanagawa Prefecture. Although there have been no significant investments by Marelli in exhaust system components in recent years, in December 2013, the company increased its stake in Siam Calsonic Co., Ltd. (Cho...
Market & Tech Reports Updated at: 2025/06/19
Analysis Report: Lithium-Ion Battery (Chinese Market)
tion Act (IRA), LG is expected to develop and exceed the growth rate of CATL in the future. At present, China, Japan, and South Korea are the leading manufacturing countries of batteries for NEVs. The explosive demand for NEVs in the U.S. has attracted attention as an investment destination, and investments from Japan and Korea is being welcomed by all quarters in the U.S. Investment by some Chinese battery manufacturers is facing competiti...
Market & Tech Reports Updated at: 2025/06/12
Fast Charging Everywhere Thanks to Battery Buffering
pacity is being heavily utilized,” explained Albina Iljasov, Head of Europe at XCharge. Tim Gansczyk, Managing Director of Vattenfall E-Mobility Germany, added: “With Vattenfall InCharge, we are building one of the largest charging networks in Europe. Particularly in Germany, we are making huge investments of approximately 100 million euros per year in the expansion of publicly accessible fast-charging stations. An important key to the succes...
Market & Tech Reports Updated at: 2025/06/05
ACT Expo 2025: Hydrogen and alternative fuels
refueling technology cellcentric and EKPO detail next-generation fuel cell modules Forvia, Symbio display StackPack module and hydrogen storage solutions Hyundai and Plus outline autonomous fuel cell freight network strategy Toyota showcases Gen 3 FC system, announces U.S. hydrogen applications and investments Honda Next Generation Fuel Cell Module and Fuel Cell Power Generator supports expanded hydrogen utility Daimler, Blue Bird highlight natur...
Market & Tech Reports Updated at: 2025/05/29
Suzuki's Global Sales Exceed 3 Million Units, 4.2 Million Target for FY2030
ss and financial targets in the plan are to achieve revenue of JPY 8 trillion, operating profit of JPY 800 billion (operating margin of 10.0%), and ROE of 13.0%. The mid-term plan included an investment plan for the period from FY2025 to FY2031. The company plans to spend JPY 2 trillion in capital investments, of which JPY 1.2 trillion will be invested in India. The investments in India include JPY 550 billion to increase production capacity inc...
Market & Tech Reports Updated at: 2025/05/15
WCX 2025: AI, Chinese OEMs, and Future Powertrain
oduct range. Christopher Reed gave an example how Nissan’s system is already very complex, which would ideally be resolved with higher production volumes of fewer models. Charles Poon said that increased complexity results in OEMs spending effort in managing what systems require increased capital investments, longer lead times, and are more embedded within the vehicle. The concept of commoditized components can be used to simplify complexity to...
Market & Tech Reports Updated at: 2025/04/30
Analysis Report: Automatic Transmission (AT) (Japanese, U.S. and European Markets)
. In all cases, the ratios for each change by only decimal points compared to FY2023. As for the progress of the mid- to long-term business strategy formulated in September 2023, there are still issues remaining regarding profitability in existing areas (AT, etc.), but development costs and capital investments are being steadily made in growth areas (e-Axle, battery framework, Gigacast). In addition, the company's priority activities for FY2024 i...
Market & Tech Reports Updated at: 2025/04/15
Hyundai and Kia: Expanding HEV/EV models, strengthening US business
w Georgia plant, Hyundai Motor Group Metaplant America (HMGMA) LLC, in which it plans to invest USD 5.5 billion. Hyundai's partner companies have invested USD 1 billion in the region to train local employees. In June 2024, Hyundai Mobis Co., Ltd. (Hyundai Mobis) announced that it would expand its investments in the U.S. for semiconductors and EV components. Besides investing 70% of its 2024 investments in 2024 in EV components, the company will...
Market & Tech Reports Updated at: 2025/04/07
Alliances of Major OEMs in the Chinese Market
Of this amount, approximately USD 2.7 billion is the loss associated with the reorganization of SAIC GM (including costs related to the plant closure). Ford According to multiple media reports in May 2023, Ford is restructuring its China operations to simplify its organizational structure, reduce investments, cut costs, focus on higher-margin businesses, and focus its operations on exporting commercial vehicles and EVs. Stellantis In October ...
Market & Tech Reports Updated at: 2025/04/04
Analysis Report: Brake (U.S. and European Markets)
functions are integrated to enhance performance while simplifying the system structure. Manufacturing related: The company has production bases of brake parts in Europe, Germany, Spain, Poland, Hungary, Romania, Türkiye, etc. and in the Americas, the U.S., Mexico, Brazil, etc. Recent production investments in brake related products are as follows. Mexico: In August 2018, Bosch announced that it inaugurated a new 36,000 square meter productio...
Market & Tech Reports Updated at: 2025/03/21
Stellantis (2) Developing Next-Generation Vehicles with New Platforms
an includes the development of technologies that will contribute to the decarbonization of the entire supply chain, as well as the launch of 40 new vehicle models during the period. One of the main investment objectives is the development of new systems based on bio-hybrid technology. The following investments in the Betim and Porto Real plants are included in this investment plan. Investing BRL 14 billionin the Betim Plant in Brazil Stellantis...
Market & Tech Reports Updated at: 2025/03/18
Changan Auto: Targeting Sales of 5 Million Units in 2030
lining financial position also poses a potential challenge for its short-term growth. Outlook: Changan will retain its position as one of China’s leading domestic automakers, supported by a comprehensive product line-up that covers the Car, SUV, MPV, and Pickup segments, together with ongoing R&D investments. At the same time, Changan is about to launch a series of new models that are also attracting market attention. Nonetheless, in the short ...
Market & Tech Reports Updated at: 2025/03/12
QNX's Role in the Software-Defined Vehicle Ecosystem
ompany's products have been on the market for 30 years with numerous safety and security certifications ensuring their reliability and dependability. Additionally, QNX provides guidance to OEMs and Tier 1s to develop their systems on its products in a safe and secure manner. QNX has also started investments in tools and integration in the cloud to allow the OEMs and Tier 1s to develop, integrate, and prototype through cloud-based digital twins...
Market & Tech Reports Updated at: 2025/03/11
Xiaomi SU7 Teardown Survey
559 20,726 23,156 25,815 -3,500 136,854 (Source: MarkLines) Monthly sales figures for the SU7, released in March 2024. Although sold exclusively in China, sales grew at an astonishing rate. Background of utilizing Gigacast EV plant built in Beijing. In addition to automation, huge investments have been made with consideration for SDGs (Sustainable Development Goals), such as installing solar panels covering the entire roof. (Sou...
Market & Tech Reports Updated at: 2025/03/04
Electric Vehicle (BEV/PHV/FCV) Sales Monthly Report (January 2025)
he establishment of an INR 2 billion E-Vehicle Promotion Fund under the Electric Vehicle Policy-2022 to encourage the adoption of electric vehicles (EVs) in the state. On February 14, the Karnataka state government announced its Clean Mobility Policy 2025-2030. The policy targets INR 500 billion in investments across the clean mobility value chain and aims to create 100,000 new jobs in the sector. Japan New vehicle sales in January were 366...
Market & Tech Reports Updated at: 2025/02/26
ASEAN Vehicle Sales and Production Update (Q4 2024)
s and 500,000 production units planned for domestic sales. Among the positive factors mentioned by the FTI were: (i) New EV production from manufacturers who applied for the EV 3.0 incentive package; (ii) Thailand's economy, which is expected to improve by 2.4% to 2.9% YoY; (iii) The government’s investments and policies to help stimulate the local economy; and (iv) The expected further cut in domestic interest rates that will reduce costs and ...
Market & Tech Reports Updated at: 2025/02/25
U.S. Market: New Vehicle Sales Recover, BEV Expansion Slows
these goals. However, the slowdown in the pace of EV demand growth has become clear since the beginning of 2023, and companies have reported a series of delays and revisions to their plans. In addition, for many companies, the profitability of the EV business, which continues to attract massive investments, is uncertain, dragging down overall earnings. There is a consensus in the industry that the market will shift to BEVs in the long term...
Market & Tech Reports Updated at: 2025/02/21