and sluggish LCV demand in Europe, plus a 66% decline in Korean assembly due to its lack of fresh models amid strong global competition. RNM’s Asia-Pacific output was further dampened by Nissan in Japan this quarter, as a result of the higher US tariffs, weak exports to China, and the global chip shortage from supplier Nexperia. Moreover, Mitsubishi production in Thailand was cut after the aging Attrage and Mirage models both dropped out in Oct...

Market & Tech Reports  Updated at: 2026/01/30

500 at the end of September 2025, demand for EVs in the U.S. market has dropped significantly, and overall new vehicle sales have been negative y/y for three consecutive months since October. While price increases due to the switch to products subject to tariffs and the effects of the semiconductor shortage caused by the Nexperia issue remain, headwinds such as the preference for Affordability models, high interest rates, and slowing EV demand ar...

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

he entire value chain—from raw materials to end users. The Unchanging Most Critical Element: Truck Drivers   Despite technological innovation, the fundamental importance of truck drivers in logistics remains unchanged. Indeed, in Europe, geopolitical factors are expected to exacerbate the driver shortage going forward. This issue requires societal debate, and it is essential not only to address wages but also to enhance drivers' social standin...

Market & Tech Reports  Updated at: 2026/01/22

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 factory of aluminum...

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

business through diversification of products/services as well as "camaraderie" that transcends industry sectors. Isuzu Motors Limited (Isuzu) / UD Trucks Corporation (UD Trucks)   According to the Japanese Ministry of Land, Infrastructure, Transport and Tourism (MLIT), the country is facing a 34% shortage of transportation capacity by 2030, and the problems will be solved by using multi-pathways. The key to this lies in connected and autonomous...

Market & Tech Reports  Updated at: 2025/12/16

.3kWh battery. The EV-mode cruising range is 500km and the model is compatible with 800V fast charging. The BEV has a 1,000V EV propulsion system (motor, battery, controller) and is powered by a 115kWh super hybrid battery. Total system output is 540kW, capable of over 500kW output even under power shortage conditions. It has a range of 720km and can travel more than 350km on a 15-minute charge.   The D19 is equipped with a central computer with...

Market & Tech Reports  Updated at: 2025/12/09

liers and, in 2023, invested in the ESMC European joint venture and acquired a wafer manufacturing site in Roseville, California. These moves are part of Bosch's strategy to expand in growth areas including the semiconductor business and silicon-carbide (SiC) chips. In response to the semiconductor shortage that heavily impacted the company, Bosch announced a EUR 400 million investment in 2022 to expand its semiconductor business in Dresden and R...

Market & Tech Reports  Updated at: 2025/12/09

arging stations. XPeng charging stations are already deployed in Singapore, Thailand, Malaysia, and Israel. Going forward, the company will focus on expanding its services to overseas sales cities, and will also utilize integrated energy storage and charging technology to address the issue of power shortages.   The company will continue to invest aggressively in technology areas and promote the introduction of new technologies such as S5 equipme...

Market & Tech Reports  Updated at: 2025/12/02

oidization (to improve electrode density) and surface modification (to improve wettability with the electrolyte). China accounts for approximately 80% of natural graphite production (and the same for man-made graphite), creating a monopoly, and while demand for LiBs is increasing, there is a supply shortage due to China's export restrictions instituted in December 2023. Graph 8: Natural graphite production share Graph 9: Natural graphite ...

Market & Tech Reports  Updated at: 2025/12/01

0 to JPY 10,800 per year in April 2015, sales of mini-vehicles, which account for 40% of domestic Japanese car sales, were negatively impacted. To make matters worse, the COVID-19 pandemic further depressed overall automobile sales. Not only the slump in automobile sales, but also the semiconductor shortage caused by the COVID-19 pandemic, has led to a decrease in the sales of navigation systems, as mentioned in last year's (2024) report.   Alth...

Market & Tech Reports  Updated at: 2025/11/11

by a timer instead of by a signal from an impact detection sensor, but each company has stated that there are no safety concerns.   In terms of production, the airbag is no exception to being directly or indirectly affected by the decline 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. Many believe that the s...

Market & Tech Reports  Updated at: 2025/10/27

ckets, and other peripheral parts and outsourced parts. Poor design of ECU housing on the supplier's side. Defective waterproofing, short circuits, defective contacts, etc. on the part of the OEM, defective mounting design. Faulty wiring and brackets are frequently found, suggesting that there is a shortage of experienced designers and that there are issues with passing on basic design techniques to compensate for this. No matter how excellent th...

Market & Tech Reports  Updated at: 2025/09/18

velopment project jointly with Knorr-Bremse, Leoni and Bosch. The project will focus on automated truck driving on public roads and highways to reduce congestion and accidents, reduce fuel consumption and CO2 emissions, increase flexibility in vehicle use, and demonstrate concepts to address driver shortages. Germany aims to take the pioneering position in the world. By the mid-2020s, the project plans to build an operational concept for self-dri...

Market & Tech Reports  Updated at: 2025/08/21

s for deployed 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.   With regard to susta...

Market & Tech Reports  Updated at: 2025/04/24

lligently. It uses an innovative ultra-lightweight liquid-cooled charging gun. It also improves cable cooling and heat dissipation from the charging gun terminals. It weighs just 2 kg.   An attached energy storage system for megawatt-class flash charging was researched and developed to address the shortage of electricity supply distributed to villages and aging housing complexes within cities. BYD plans to construct more than 4,000 "megawatt-cla...

Market & Tech Reports  Updated at: 2025/04/23

) Challenges Towards the Societal Implementation of Autonomous Trucks (RoAD to the L4) Creating a Business Framework for the Practical Use and Commercialization of Autonomous Trucks (T2)   Level 4 autonomous driving (hereinafter referred to as L4) is necessary to address the urgent issue of driver shortages in Japan. Many companies and local governments are aiming to achieve the government's target (see Note) of providing unmanned autonomous tra...

Market & Tech Reports  Updated at: 2025/04/18

sion and strategy Trends -The impact and advancements of hardware from silicon partners: Identify what the hardware needs from the OS and the hypervisor.-The importance of discussions and collaborations with OEMs to support their long-term visions. Challenges Embedded software developer skills shortage – QNX Everywhere initiative-QNX needs to have developers versed in its software to progress on its growth. To address this, the company lau...

Market & Tech Reports  Updated at: 2025/03/11

se-made software. Incomplete human resource development organization Currently, the majority of the automotive industry uses primarily foreign software for professional development. Generalist talent is lacking. There is a lack of infrastructure for human resource development mechanisms. There is a shortage of software and semiconductor-related personnel. Issues and challenges facing China's automotive software (Source: Created by MarkLines bas...

Market & Tech Reports  Updated at: 2025/01/08

prove through its review process.   Japan   New vehicle sales in November were 377,000 units, reflecting an decrease of 5.8% y/y (down 3.4% m/m).   According to GlobalData, in 2024, vehicle certification issues caused temporary production/delivery stoppages of weeks to months at five OEMs, and a shortage of new vehicles severely hampered sales. With the normalization of production and supply (except for Daihatsu Motor Co., Ltd.), the sales sit...

Market & Tech Reports  Updated at: 2024/12/27

decline once the battery starts to degrade, with high replacement costs for EV batteries. Misconceptions about EV reliability, safety, and performance. Uncertain resale market for electric vehicles, potential depreciation due to rapidly evolving EV technology. Limited Variety and Model Availability Shortage of skilled technicians for EVs and service infrastructure Power supply and electricity grid concerns. One of the major factors to drive EV sa...

Market & Tech Reports  Updated at: 2024/12/23