EV Power Semiconductor Market Expansion of Chinese market and industry consolidation involving ROHM Summary The power semiconductor industry and the rise of Chinese companies Nexperia: semiconductor supply chain issues Japanese suppliers’ trends in power semiconductors Gap in perception between the semiconductor industry and the automotive Industry   The semiconductor market is currently experiencing an extremely high growth rate. Furthermore...

Market & Tech Reports  Updated at: 2026/05/08

ed airbag modules, as well as the manufacture and sale of counterfeit airbag modules, have also been reported.   In terms of production, the airbag is no exception to being directly or indirectly affected by the recent decrease in automobile manufacturers' production volumes due to the shortage of semiconductors and to the rising cost of raw materials such as nylon yarn for the base fabrics of airbag cushions.   The control units (ECUs) for air...

Market & Tech Reports  Updated at: 2026/05/07

Taipei AMPA 2026: Foxconn’s EV Technology BEVs, batteries, information and communications technology, automotive semiconductors Summary BEVs Battery-related products (Battery cells, battery packs) High-Performance Computing Platform, TCU Automotive semiconductors   The comprehensive automobile, motorcycle, and car electronics expo “360° Mobility Mega Shows 2026”, organized by TAITRA (Taiwan External Trade Development Council) was held at ...

Market & Tech Reports  Updated at: 2026/04/28

imately 2,900 exhibitors and nearly 105,000 attendees from 207 countries and territories.   This report consists of three parts.   Part One covers 5GAA presentations and industry contributions at MWC 2026, highlighting perspectives from satellite service providers, network infrastructure vendors, semiconductor suppliers, and automotive Tier-1 suppliers on the deployment of hybrid and satelliteenabled connectivity for future vehicles.   Part tw...

Market & Tech Reports  Updated at: 2026/04/23

ing a diverse product lineup to reach its sales target of 1 million units XPeng: Strengthening "Physical AI" and local production Xiaomi: Increasing investment in AI and autonomous driving Li Auto: Accelerating AI upgrades and expanding globally amidst pressure of declining sales NIO: Accelerating semiconductors for intelligent driving and establishment of overseas sales network   According to the new car sales data (factory shipments) of MarkL...

Market & Tech Reports  Updated at: 2026/04/20

imately 2,900 exhibitors and nearly 105,000 attendees from 207 countries and territories.   This report consists of three parts.   Part One covers 5GAA presentations and industry contributions at MWC 2026, highlighting perspectives from satellite service providers, network infrastructure vendors, semiconductor suppliers, and automotive Tier-1 suppliers on the deployment of hybrid and satellite-enabled connectivity for future vehicles.   This i...

Market & Tech Reports  Updated at: 2026/04/17

xhibitors and nearly 105,000 attendees from 207 countries and territories.   This report consists of three parts.   This is Part One, which covers 5GAA presentations and industry contributions at MWC 2026, highlighting perspectives from satellite service providers, network infrastructure vendors, semiconductor suppliers, and automotive Tier-1 suppliers on the deployment of hybrid and satellite-enabled connectivity for future vehicles.   Part t...

Market & Tech Reports  Updated at: 2026/04/13

T DATA MSE Corporation. SLM/LLM**: SLM stands for Small Language Model, LLM for Large Language Model. Compared to LLMs, SLM models are smaller in size, lightweight, and low-cost, making them suitable for use in specific fields or offline environments. SoC (System on Chip)***: A technology-intensive semiconductor that integrates a system composed of devices with various functions onto a single chip   This outlines the overall image of the edge A...

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

the PM E-DRIVE scheme, an e-mobility promotion initiative. The Ministry of Heavy Industries has revised its Phased Manufacturing Program (PMP) to mandate the domestic production of drive motors, integrated electric drive systems, and motor controllers (including PCB-level electronic components and semiconductor assemblies) for electric trucks in the N2 category (gross vehicle weight of 3.5 to 12 tons) and the N3 category (gross vehicle weight of...

Market & Tech Reports  Updated at: 2026/03/27

xles, etc. Vehicle Motion: Vehicle dynamics including ABS, ESC, steering, etc. Power Solutions: Combustion engine technology, fuel cells, hydrogen engines, etc. Cross-Domain Computing Solutions: Development of automated driving technology, etc. Mobility Electronics: Development of control units and semiconductors Mobility Aftermarket: Aftermarket parts market E-Bike Systems: Electric bike related Development related: R&D facilities: In Eur...

Market & Tech Reports  Updated at: 2026/03/24

utschland GmbH; Slide: © Li Auto Inc.)  2020-2025 Sales volume in China (Source: MarkLines - Sales by country/maker)  In this presentation, Dr. Liu introduced an engineering approach in which the OEM itself designs and optimizes the entire system—spanning the vehicle, system architecture, semiconductors, materials, and software—rather than relying on Tier 1–led component-level optimization.  In the field of electric drives in parti...

Market & Tech Reports  Updated at: 2026/03/06

addition to establishing an INR 100 billion small and medium-sized enterprise growth fund, plans were outlined to develop the East Coast Industrial Corridor based in Durgapur, West Bengal, and to provide 4,000 electric buses for the eastern and northeastern regions of India. In addition, the "India Semiconductor Mission 2.0" will be launched, with a special budget set aside to focus on equipment and material supply, building proprietary IP, stren...

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

er blockDSC Power Block30kW resin molded platformHybrid power block   The main power module is the 6-in-1 single-sided cooling power module, but the lineup also includes the Oreo Pack for double-sided cooling.   Leadrive Technology procures IGBT and SiC chips from Infineon Technologies AG, ON Semiconductor, Mitsubishi Electric Corporation and others, and assembles them into power modules for commercialization. The company and Rohm Co., Ltd....

Market & Tech Reports  Updated at: 2026/02/26

on of AI. Adopting a software-defined mindset means starting with the software's intent rather than the hardware constraints that previously shaped automotive design. Shifts in the SDV Ecosystem  Mr. Niklas-Höret described how traditional boundaries in the automotive value chain are dissolving.  Semiconductor manufacturers are moving upward by offering chips with extensive integrated software, entering domains previously dominated by Tier-1 su...

Market & Tech Reports  Updated at: 2026/02/18

o., Ltd. was established in mid-November with a capital of CNY 50 million to engage in AI technology. On November 28, the new Security and Safety Lab was established in Hangzhou. In addition, the Shanghai Design Center began operations in November. XPeng   XPeng announced on November 5 that its AI semiconductor "Turing" has been adopted by VW. At the same time, the second generation VLA large-scale model was released and open-sourced. This will ...

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

eated by MarkLines based on presentation content)   At the end of his presentation, Mr. PAN said that the ultimate realization of smart mobility cannot be achieved by one company alone, but only through data sharing and joint construction of standards. Beginning with the coordinated evolution of "semiconductors-OS-software-algorithms", China's advantages in this area can be transformed into sustainable industrial competitiveness, ultimately rea...

Market & Tech Reports  Updated at: 2026/01/27

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 rate (27.1% y/y).   The year 2025 saw a series of changes in the environment related to electric vehicles, beginning with the Trump tariffs, followed by export restrictions on semiconductors and rare earths, and a review of CO2 emission standards in the EU. Sales of EVs are still showing signs of increasing due to subsidies ...

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

as the USD 7,500 federal tax credit for EV purchases ended at the end of September. In addition, prices are rising and sales are slowing as products subject to tariffs displace traditional non-tariff inventories. Some OEMs said their production and sales have been negatively affected by the global semiconductor shortage caused by problems at Chinese-owned Dutch semiconductor manufacturer Nexperia B.V. (Nexperia), and the fire at a New York facto...

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

composite ceramic made by Niterra, which was said to be cheaper than conventional silicon nitride. Ceramic bearing balls Ceramic bearing ball display panel   Silicon nitride ceramic substrates are insulators that have both heat dissipation and strength properties, and are used in power semiconductor modules that are incorporated in inverters, converters, and other devices.   The double-sided cooled power module in the PCU made by De...

Market & Tech Reports  Updated at: 2025/12/17

gages to Tier-1 cockpit module suppliers. However, in June 2020, the company announced that it would terminate the production of TFT LCD modules at its subsidiary Melco Display Technology Inc. by June 2022. (In March 2023, the company has announced that it will build an SiC (silicon carbide) power semiconductor plant on the site.) A sign of the expected changes in business in the cockpit area in the future is the announcement of a new digital co...

Market & Tech Reports  Updated at: 2025/12/15