Auto & Heavy Industry Outlook

XPeng's new GX robotaxi skips LiDAR entirely, betting on vision-based AI and cameras to deliver Level 4 autonomy and challenge Tesla directly in the...

Japan's end-2025 plan raises BEV purchase subsidies to 1.3 million yen, intensifying debate on whether this locks automakers into subsidy dependence instead of building on hybrid strengths.

Q1 2026 delivered the weakest Class 8 truck market since 2017, with just 40,230 units sold. Freightliner lost 5.1 points of market share in a single quarter, while Mack was the only major brand to grow.

A specialized manufacturer delivers full automatic production lines for automotive wire harnesses, covering wire cutting, stripping, terminal...

BYD's Blade Battery 2.0 uses Cell-to-Pack architecture to boost energy density and range in passenger EVs while cutting costs and enhancing safety...

GCG's Q1 2026 Automotive and AutoTech update delivers data-driven analysis of transaction volumes, valuations, sector activity, and private-equity deal flow across OEMs and suppliers.

Lucid's stock faces sharp volatility and production pressures, yet institutional investors including Uber and the Saudi PIF continue accumulating...

India's foundry market automotive segment reached USD 11.92 billion in 2024, underscoring its role as a key growth driver within the country's casting...

South Africa confronts unique EV hurdles including vast geography, affordability challenges, and unreliable power, yet a clear turning point is...

EV batteries deliver stable high-voltage power that integrates seamlessly with sensors and chips for AI data-center applications. Meanwhile, surging data-centre and AI demand intensifies existing pressures on chip supply chains.

Even as AI and digital twins let manufacturers simulate operations and catch risks early, the move to software-defined factories actually requires...

Chinese Tier suppliers are expanding across multiple smart cockpit segments in Q1 2026, according to the latest supplier rankings. This highlights their growing competitiveness in the domestic market.

BYD is expanding its dedicated car carrier fleet to reduce shipping costs, avoid tariffs, and secure EV exports amid geopolitical risks. This vertical integration move helps stabilize supply chains for Chinese OEMs facing global trade pressures.

The EV supply chain bottleneck is shifting from chips to rare earths, with China’s dominance creating fresh risks for battery makers.

• POSCO...

Heavy industries are advancing through a clear digital arc: Analog → Digital → Analytics → Agentic AI.

• Integrated platforms now combine AI, IoT,...

Skoda's 2026 Epiq pairs mass-market pricing close to gasoline models with clever interior packaging, positioning it as a potential catalyst for...

Rivian quietly redesigned the R2 platform around an integrated laser sensor for future self-driving systems that the flagship R1S still lacks. This...

BYD's quiet 20-year plan from a tiny Shenzhen workshop in 1995 has delivered the biggest upset in modern autos. By early 2025 the company sold 2.26...

EV Market Penetration Updates

• 🔥 Global EV Sales Surge: One in four new cars sold worldwide was electric in 2025 with 20% growth according to...

• Iran war fallout continues to strain global chip supply chains and raise costs even as the AI rally persists.
• Samsung strike sparks memory chip...