Excellence Optoelectronics Inc. (EOI) expects double-digit growth in 2026 from a strong 2025 base, supported by robust automotive lighting module shipments to North American automakers, new Mexico capacity, and a planned expansion into AI humanoid robot supply chains.
China's latest policy to expand auto aftermarket consumption stands to reshape demand for parts, repairs, and modifications at home, yet its implications extend far beyond its borders. For global suppliers, the move highlights a fast-changing market where local competition is intense, even as export-oriented manufacturers continue to focus on the larger, more mature US market.
BYD plans to install its first in-house smart-driving chip in a Denza production model in 2027, marking a key step in the Chinese automaker's push to extend vertical integration from electrification into intelligent driving.
Japan and France are moving to reduce their reliance on Chinese heavy rare earths, backing a recycling project in southwestern France that is expected to supply materials used in high-performance permanent magnets for electric vehicles, defense equipment, aircraft and wind-power motors.
As global EV market growth slows, motor makers that once relied on EV power systems are moving faster to find new growth engines. Fukuta has extended its accumulated design, integration, and manufacturing capabilities in automotive all-in-one power systems into miniaturized power module applications such as drones and quadruped robot dogs, reflecting a broader shift in resource allocation amid cooling EV growth.
As the global electric vehicle (EV) market enters a correction phase, automakers are demanding more from both cost and efficiency. Fukuta has been steadily extending the design, integration, and manufacturing capabilities it built in automotive multi-in-one power systems into smaller power module applications.
Li Auto announced details of its new Mach M100 chip, a self-developed 5nm chip focused on autonomous driving, on June 15. This development marks the latest entry among Chinese automakers into designing in-house chips as they compete on cost and smart-driving features.
Toyota, Honda, and Nissan are accelerating strategy shifts as Chinese automakers rise rapidly, global EV competition intensifies, and software-defined vehicles (SDV) and AI advance, according to DIGITIMES Research. The research firm noted that Japanese automakers are moving away from scale expansion and toward profitability and smart-vehicle development, with hybrid electric vehicles (HEV) remaining the near-term growth anchor.
