Thursday, February 6, 2025

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Supply chain

S&P: North American Automotive Industry Faces Unprecedented Challenges as Tariffs Loom

The North American automotive industry is bracing for significant disruptions as the U.S. government has announced potential tariffs of up to 25% on imported...

Overseas Layout of Chinese Passenger Car OEMs and Supply Chain Companies, 2024

Passenger car exports: Europe is the largest export market of battery-electric vehicles, with the average export unit price 3.7 times that to Southeast Asia. China's...

China’s Automotive Chip Localization Ratio Reportedly to Hit 15% by Year-End amid U.S. Reliance

Following the latest U.S. chip export curbs, which adds 140 Chinese entities to the restriction list, the China Association of Automobile Manufacturers (CAAM) has...

CAAM urges caution for Chinese automakers in buying US chips

The US government's arbitrary changes to the control rules have seriously affected the stable supply of US chip products, CAAM said. A major Chinese automotive...

Chinese EV Leader BYD Pressures Suppliers for 10% Price Cuts, Sparking Fears of an EV Price War

Due to the fierce price competition in China’s automobile market, according to a report from Commercial Times, on the 27th, leading new energy vehicle...

[COMPUTEX 2024] Mobility of Tomorrow: When a Car is More Than Just a Car

Cars are becoming smarter, introducing a new dimension to the world of “mobility.” However, amidst a plethora of fancy terms, what exactly is the...

Tesla Reportedly Asks Suppliers to Avoid China, Taiwan as Early as 2025 in Case of Geopolitcal Risks

Due to escalating geopolitical risks, Tesla is reportedly requesting its suppliers to begin manufacturing components and parts outside of China and Taiwan as early...

China Reportedly Demands Automakers Increase Local Chip Procurement to 25%

To strengthen its semiconductor supply chain, the Chinese government is reportedly requiring domestic automakers, including BYD, to expand their procurement of locally-produced chips. The...

Tier One Auto Suppliers Must Evolve with the Supply Chain to Access the 2030 US$15B Next-Gen Cockpit Market

The traditional tiered supply chain system is no longer relevant to the automotive industry, especially for the digital cockpit. Tier One suppliers have been...

EU Critical Raw Materials Act: Ambitious Targets to Secure Supply

Demand for Li-ion batteries continues to grow in sectors such as electric vehicles, stationary energy storage, and consumer electronics. IDTechEx estimates that in 2023,...

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