CATL's chairman and CEO Robin Zeng has expressed willingness to build a factory in the US if President-Elect Donald Trump is willing to open the door for Chinese electric vehicle (EV) investments. This strategic shift comes as Chinese manufacturers face mounting pressure from Trump's tariffs on EV and lithium battery imports.

On November 12, SEIT Corporation announced it is the first electric vehicle (EV) energy management system (EMS) provider to connect with Taiwan Power Company's (Taipower) distributed renewable energy advanced management system (DREAMS). Using the Open Smart Charging Protocol (OSCP), SEIT's EMS is now integrated with Taipower's Electricity Load Management Optimizer (ELMO), designed to support community EV charging stations by balancing power demand and maintaining grid stability.

During his US presidential campaign trail, President-Elect Donald Trump vowed to overturn key Biden administration policies. Now, with his election victory, the tech sector awaits significant policy shifts that could reshape multiple industries.

SK On, SK Innovation's battery manufacturing subsidiary, posted its first quarterly operating profit of KRW24 billion (approx. US$17.19 million) since becoming independent in October 2021, marking a significant break from its long-standing losses.

With Donald Trump set to return to the White House, he's pledging a platform of low taxes, high tariffs, strict immigration policies, and opposition to the Green New Deal, raising concerns about economic disruption. Industry experts warn these moves could trigger global economic volatility, particularly affecting manufacturing sectors.

Despite their dominance of over 60% of the global lithium battery market, Chinese manufacturers are increasingly seeking to expand abroad to escape fierce competition and price wars at home. However, regulatory pressures from Europe and the US may soon force some firms to retreat to domestic operations.

Toyota Motor Chairman Akio Toyoda and Hyundai Motor Group Chairman Euisun Chung's historic first public meeting in South Korea has sparked speculation about potential collaboration between the world's top automakers. The leaders met at a joint "Hyundai N x Toyota GAZOO Racing" event, where Toyoda, speaking in Korean, referenced their earlier private meeting in Japan and hinted at future partnership opportunities.

The US presidential election outcome is poised to shake up the global auto supply chain. A Trump victory could reshape the industry by repealing the Inflation Reduction Act(IRA) and easing carbon emission rules for fuel vehicles. Thus creating an entry for Chinese manufacturers to build factories and create jobs in the US.

Chinese electric vehicle manufacturers are accelerating their European shipments ahead of potential anti-subsidy tariffs of up to 35% that could take effect from November 1. While recent EU-China negotiations have made progress on pricing terms, significant uncertainties persist in the evolving trade landscape.

Tesla's third-quarter results exceeded market expectations, with gross margins rising to 19.8%. The company attributed the performance to lower per-vehicle costs, but analysts highlighted the significant boost from near-record carbon credit sales and Full Self-Driving (FSD) software revenue.

Battery safety has become a pressing issue following the complete destruction of nine electric buses in central Taiwan due to alleged spontaneous combustion on October 21, and two-wheeled electric vehicles (EVs) have also faced ongoing scrutiny. In light of these events, insiders from the battery supply chain have analyzed the situation from both material and systemic perspectives.

The ongoing patent dispute between China's two major battery leaders, CATL and CALB, has escalated. Following a patent lawsuit filed by CATL against CALB in 2021, the latter has recently retaliated with four lawsuits claiming that CATL infringed on its patents, seeking approximately CNY1 billion (approx. US$140 million).

Taiwan's push to electrify all public buses by 2030, with 11,700 diesel buses slated for replacement, has fueled rapid growth in the electric bus industry. However, safety concerns have come into focus following a fire in Taichung on October 21, where nine electric buses caught fire in a depot. Although the cause is still under investigation, the incident has raised alarm within the supply chain, as the buses were not charging or in operation when the fire broke out.

Stellantis plans to operate a test fleet of electric vehicles powered with solid-state batteries in two years' time, taking a step toward the potential commercialization of a technology that's aimed at improving EV performance.

As a core component of electric vehicles (EVs), battery technology is crucial for enhancing performance and market competitiveness. During the 2024 Hon Hai Tech Day (HHTD24), the company showcased its latest battery innovations, while DIGITIMES Research conducted in-depth interviews to explore six breakthrough advancements in battery technology.

LG Electronics' Business Solutions (BS) division plans to nearly double its revenue in the B2B market to KRW 10 trillion (US$7.4 billion) by 2030, focusing on commercial displays and electric vehicle (EV) charging solutions. Despite selling LG Display's (LGD) Chinese LCD factory, the company assures that this will not significantly affect its operations, thanks to its supply chain diversification strategy.

XING Mobility has been rapidly scaling up commercial production of its groundbreaking immersion cooling technology after launching the world's first model factory for immersion-cooled battery systems in September. On October 17, the company announced its debut at the 2024 Paris Motor Show, held from October 14-20, showcasing a comprehensive range of immersion-cooled battery solutions, covering electric vehicle (EV) batteries and portable charging devices.

This year's Hon Hai Tech Day (HHTD24) not only showcased Foxconn's latest technological developments and plans to partners, investment institutions, and the media, but it was also open to the general public for the first time. Noteworthy technology and applications have been summarized as follows.

LG Energy Solution (LGES) has reportedly secured a major contract to supply Mercedes-Benz with next-generation 4680 cylindrical batteries for electric vehicles (EVs), starting in 2028.

Apple Inc. worked with Chinese automaker BYD Co. for years as part of its now-canceled car project, developing long-range batteries that helped lay the groundwork for technology used today, according to people familiar with the situation.

Following an EV fire incident at a parking lot in Incheon, South Korea, in August 2024, research to mitigate thermal runaway in charging batteries has been expedited. Battery-related companies and firms in the refining sector have proposed various solutions, including new materials, cutoff devices, and applications of liquid cooling technology.

Solid-state batteries, an emerging technology revolutionizing the battery industry, are gaining significant market traction. At Energy Taiwan 2024, DIGITIMES Research spoke with Ming Chi University of Technology (MCUT), an academic partner of Formosa Smart Energy, to delve into the challenges in developing all-solid-state batteries and the innovative solutions they are implementing.

China's growing market share in electric vehicles (EVs) and automotive lithium-ion batteries has propelled its dominance in lithium-ion battery materials.

Electric vehicle adoption hinges on charging infrastructure, and Taiwan's industry players are raising the bar with ultra-fast DC solutions to bring charging times closer to traditional refueling speeds.

The British automotive industry was once the world's largest car exporter, with a history dating back to the 19th century. However, with changes in the global environment and the trend towards electrification, many of the nation's most prestigious car brands have been acquired by foreign companies, raising concerns about the future of its automotive sector.