Despite the EU imposing anti-subsidy tariffs on Chinese battery electric vehicles (BEVs)—bringing total tariffs to nearly 50%—Chinese automakers have strategically shifted their focus to tariff-free plug-in hybrid electric vehicles (PHEVs) and internal combustion engine vehicles (ICEVs), managing to boost their sales and market share in Europe.
China's EV industry is now building on the past glories of its automotive sector. The much-criticized issue of "overcapacity" seems to be a perpetual non-concern. Outdated, low-quality EVs are sent to the scrapyard during market transitions. China's system naturally eliminates laggards that fail to keep pace. The Chinese assure the world there is no need to worry unnecessarily, emphasizing that they possess greater resilience and flexibility than other nations to tolerate failures. Even if only three EV manufacturers remain profitable, the Chinese will not falter.
At Nvidia GTC 2025, the discussion surrounding advanced autonomous driving heated up, with US automotive alliances and tech industry groups joining forces to urge President Donald Trump to take action. Their goal: to expedite the deployment of self-driving cars by overcoming current regulatory hurdles before China takes the lead in this emerging sector.
US President Donald Trump is set to impose a 25% tariff on imported cars and related parts in April and May. In response, Canadian Prime Minister Mark Carney has vowed to defend the nation's sovereignty. Ontario Premier Doug Ford, whose province is home to North America's only cluster of five automotive manufacturers and eight assembly plants, has threatened retaliation. The province also houses engine and transmission factories, making it a key player in the region's automotive industry.
US President Donald Trump is set to impose a 25% tariff on all imported cars starting on April 3, with additional tariffs on select auto parts, such as engines, transmissions, power systems, and electrical components, scheduled to take effect on May 3. In response, Canada and the European Union have threatened retaliatory measures, causing global jitters in the automotive sector.
In response to US President Donald Trump's announcement that a 25% tariff will be imposed on cars coming into the US starting on April 2, the Taiwan Transportation Vehicle Manufacturers Association (TTVMA) has issued a statement urging Taiwan's government to conduct a comprehensive and careful evaluation when formulating tariff policies, taking into account the long-term development of the industry.
South Korean display makers have surpassed Japanese manufacturers in the global high-end automotive display market for the first time. In the future, LG Display (LGD) and Samsung Display (SDC) will focus on developing high-end products to expand their business.
Chinese automaker BYD plans to dominate the world's largest car market in 2025 by making smart driving technology accessible in vehicles below CNY100,000 (approx. US$13,780), triggering rivals Geely and Changan to accelerate similar offerings. Industry sources confirm China's advanced driver assistance systems currently max out at Level 2+, requiring constant driver attention despite marketing that suggests otherwise.
Taiwan-based China Motor Corporation (CMC), a Yulon Group subsidiary, held an investor conference on March 26, addressing the MG brand's production status, Taiwan's potential auto import tariff cuts, and the launch of its upcoming electric commercial vehicle and compact SUV.
With just a week until the April 2 deadline for the implementation of what US President Donald Trump calls "reciprocal tariffs," global markets are on edge. Will Trump soften his stance, or will the tariffs be as severe as feared? The answer hinges on which countries and industries will be affected and how markets react to the ongoing uncertainty.
Gogoro plays a key role in Taiwan's electric scooter market, with its PBGN (Powered by Gogoro Network) alliance allowing many scooter makers to transition from fuel to electric power. However, as electric scooter technology matures, some PBGN members reportedly have been asking Gogoro to ease control on component purchases.
Foxconn Chairman Young Liu recently revealed in an earnings call that the company would soon announce a partnership with a Japanese automaker. Following this, rumors quickly emerged suggesting that the automaker in question was Mitsubishi Motors. Foxconn has since declined to comment on the rumors.
Tesla is grappling with mounting international headwinds as geopolitical friction, regulatory uncertainty, and brand controversies collide. Straddling the divide between the US and China, the EV maker is catching heat from both sides—disrupting its supply chain, denting its image, and complicating expansion efforts.
Energy resilience is vital to a nation's economy, and electricity costs directly impact national competitiveness, according to Pegatron Chairman T.H. Tung. He urged Taiwan to invest more in developing high-value components and services within the power industry.
On March 21, 2025, Hotai Motors held the opening event for the Taiwan GR Garage. Toyota chairman Akio Toyoda joined Hotai Motors chairman Nan-Kuang Huang in a symbolic collaboration, strengthening the partnership between Taiwan and Japan.
On March 25, 2025, Xiaomi Group made waves in the market with its announcement of an 800 million new share offering, aiming to raise a substantial HKD42.5 billion (US$5.47 billion). The news immediately sparked widespread discussion, as analysts speculate that the funds will be directed toward bolstering the company's initiatives in artificial intelligence (AI) and electric vehicles (EVs), underscoring its long-term strategic ambitions.
Xiaomi plans to set up a dedicated electric vehicle (EV) research and development center in Europe, marking a key milestone in its global expansion strategy. The announcement follows its latest earnings call, where the company named 2027 as the official launch year for its international EV operations.
Since the second half of 2024, Tesla has increasingly emphasized AI as the core driver of its business strategy for the coming years, focusing on commercializing autonomous driving software and humanoid robots. As both projects share common technical resources and have explicit application scenarios, Tesla plans to first deploy humanoid robots in its factories to perform various tasks, expecting to significantly reduce labor costs, and the strategy will likely prompt other automakers to follow suit in deploying humanoid robots, according to DIGITIMES' recent report.
The European and US automobile industries are currently difficult to judge due to tariff disputes launched by the Trump administration, making the second-quarter car market unpredictable, according to market sources.
Amid rising global economic uncertainty and escalating US-China trade tensions, China is actively courting Europe's industrial giants in a bid to diversify its strategic alliances beyond Washington's reach.
BYD Co's sales last year surpassed the US$100 billion mark, leapfrogging Elon Musk's Tesla Inc on revenue, as the Chinese auto giant wows consumers with a range of electric and hybrid cars packed with high-tech features.
Hyundai Motor Group is making a bold US$21 billion bet on the US economy between 2025 and 2028, targeting key B2B sectors across manufacturing, supply chain logistics, steel production, and next-gen mobility technologies.
The European Commission has opened a preliminary investigation into whether Chinese electric vehicle (EV) giant BYD received unfair government subsidies for its planned factory in Hungary—highlighting rising trade and political tensions between Brussels and Beijing.
Tesla is reportedly talking to local suppliers, including those from Tata, amid its supply chain diversification away from China and Taiwan. This move aligns with its goal to sell cars in India, where incentives are available for EV manufacturers that produce locally.
Recent major innovations in transport-related industries have not just been confined to the "C.A.S.E." (connected, autonomous, shared, electric) trend in automobiles. Increasing attention has turned skyward toward low-altitude transport as well, with a number of Taiwanese companies now vying for a piece of this pie.