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Wednesday 22 April 2026

Commentary: Apple eyes iPhone camera, Vision Pro, and CarPlay advances with new CEO in charge

Apple has officially confirmed long-rumored news that Tim Cook will step down as CEO in September 2026, handing over leadership of the US$4 trillion tech giant to senior vice president of hardware engineering John Ternus. Unlike Cook, known for his supply chain mastery, Ternus is well-known as a pure "product person" and engineer.

Wednesday 22 April 2026

AI is turning cars into mobile living spaces, Taiwan's ARTC Chief says

As advances in artificial intelligence (AI) accelerate, the global auto industry is transforming any in its history. Jheng-Jian Wang, chairman of Taiwan's Automotive Research & Testing Center (ARTC), said the car of the future will no longer be merely a means of transportation, but a "mobile living space" capable of reasoning and decision-making. At the center of this shift, he said, are two technologies: the smart cockpit and end-to-end AI driving systems.

Tuesday 21 April 2026

Beyond the workhorse: CMC maps AI, autonomy, and lifestyle as the new commercial vehicle agenda

The commercial vehicle sector is at an inflection point. As software-defined vehicles (SDVs) and autonomous driving reshape the global automotive industry, China Motor Corporation (CMC) Vice President Hung-ching Yang used a keynote address on April 16 to lay out a four-stage evolution of the sector. His message was clear: AI enablement, energy transition, and cybersecurity will define who leads the next generation of mobility.

Monday 20 April 2026

Toyota Corolla's standard ADAS raises global debate on subscriptions

A budget-friendly Toyota Corolla in the US offering standard, zero-cost advanced driver-assistance systems could reshape global expectations by undercutting automakers that rely on paid software subscriptions. The move intensifies pressure on manufacturers to include essential ADAS features at purchase and challenges the economics of subscription-based vehicle services and consumer attitudes worldwide.

Monday 20 April 2026

Geely's AI-powered i-HEV challenges Toyota's hybrid dominance

Geely Auto Group's new intelligent hybrid electric vehicle platform promises to shake up the global hybrid market by consolidating smart driving, cockpit, and chassis functions into a single central controller, potentially lowering fuel consumption and challenging established hybrid leaders — while offering an alternative to full battery electric vehicles for consumers.

Friday 17 April 2026

Whetron highlights AI vision and radar safety systems at Taipei AMPA 2026

Whetron Electronics, a Taiwanese Tier 1 automotive electronics supplier, said it recently showcased a new suite of advanced driver-assistance and in-cockpit sensing technologies at the Taipei AMPA 2026, as the company pushes deeper into edge computing and intelligent vehicle safety systems.

Friday 17 April 2026

Vingroup signs US$6.5 billion India investment framework with Maharashtra

Vingroup's memorandum of understanding with the Government of Maharashtra, India, could channel about US$6.5 billion into urban development, electric mobility, renewable energy, and social infrastructure, with the potential to reshape India's Mumbai region and serve as a template for large-scale private-sector participation in sustainable urbanization and regional growth.

Tuesday 14 April 2026

UK confirms GBP380 million support for Tata battery plant in Somerset

The UK government has confirmed GBP380 million (US$510 million) in funding to support a new electric vehicle battery plant being built in southwest England by Tata Group's battery unit, Agratas, according to Bloomberg and Reuters.

Wednesday 8 April 2026

Singapore's first robotaxi enters public service, signaling a new phase for autonomous mobility

Ai.R, a robotaxi service jointly launched by Chinese autonomous driving firm WeRide and Southeast Asian super-app Grab, has began public operations in Punggol, Singapore. The launch offers global observers an example of urban autonomous mobility scaling from trials to community service, with implications for regulation, workforce transition, and regional deployment strategies.

Wednesday 8 April 2026

In the race to autonomy, Level 2+ emerges as the winner

The global adoption of advanced driver-assistance systems, or ADAS, and autonomous vehicles is expected to rise from 66 percent in 2025 to 94 percent by 2035. Within that growth, Level 2 systems are projected to reach a 65 percent penetration rate. But the technological path toward higher levels of autonomy is beginning to diverge.

Tuesday 7 April 2026

From components to systems: Ennostar to highlight optical comms, automation tech at Touch Taiwan

As the optoelectronics industry shifts from competition in individual components toward systems integration and higher value-added applications, optoelectronics solution provider Ennostar is focusing on two emerging sectors with long-term growth potential at the Touch Taiwan 2026 exhibition, running from April 8-10: optical communications and sensing, and automation. The company is also integrating its two core technologies of microLED and miniLED with automotive optoelectronics, presenting a comprehensive layout across four high-value application segments.

Wednesday 1 April 2026

Malaysia defends EV policy as BYD weighs assembly pullout

Malaysia's EV industrial policy is creating tension with foreign automakers, as export-driven and localization rules prompt BYD to reassess a planned plant. At the same time, authorities insist the framework supports long-term industry development.

Saturday 28 March 2026

Can Tesla's Terafab revive US semiconductor manufacturing?

Elon Musk, CEO of Tesla, announced in mid-March that he would launch the Terafab megafab project within seven days, and on March 21 confirmed that the facility will be built in Austin, Texas. While many remain skeptical, industry forum SemiWiki offers an alternative perspective. Fifteen years ago, Musk acquired the Fremont production line in California from General Motors and Toyota, transforming it from a struggling facility into a cornerstone of Tesla's electric vehicle production.

Thursday 26 March 2026

Slower-than-expected smart cockpit monetization prompts global recalibration

Slower-than-expected monetization of smart cockpits is prompting a global reassessment of in-car payments, with implications for automakers, tech platforms, and financial institutions. Industry players say meaningful demand hinges on advanced autonomous driving freeing driver attention, while short-term focus will shift to maintenance and connectivity services as the market recalibrates.

Thursday 26 March 2026

Automakers face costly software gamble as industry shifts to software-defined vehicles

The shift to software-defined vehicles (SDVs) will affect consumers, suppliers, and investors worldwide: automakers face huge upfront R&D and cloud costs, uncertain software revenue, and long-term post-sale maintenance burdens over 10-15-year lifecycles, challenging profitability and prompting strategic realignments across global vehicle markets, and raising regulatory questions for long-term investors.

Wednesday 18 March 2026

Chinese automakers navigate North America but face 2027 compliance barriers

Despite multiple tariffs and policy barriers imposed by the US on China's auto industry, Chinese automakers have avoided directly confronting the restrictions. Instead, they are adopting an indirect strategy, using Canada and Mexico as forward bases for entering the North American market. However, the real challenge is expected to emerge starting in 2027, when US compliance requirements for connected vehicle software and hardware will become an obstacle to overcome.

Wednesday 18 March 2026

The EV detour: Why carmakers are turning to range extenders to stay on track

Mainstream carmakers in Europe, the US, Japan, and South Korea are reassessing battery electric vehicle (BEV) strategies amid range anxiety, weak charging infrastructure, high vehicle costs, and softer-than-expected demand, prompting renewed interest in extended-range electric vehicle (EREV) technology.

Friday 13 March 2026

Middle East conflicts threaten affordable cars as automakers shift focus to flagship models

As renewed Middle East conflicts compound post-pandemic chip shortages and tariff barriers, multiple overlapping risks are disrupting global vehicle supply chains and making them increasingly difficult to resolve.

Tuesday 10 March 2026

US-Israel war on Iran threatens Asian auto supply chains, squeezing Chinese exporters

As US and Israeli military actions continue and tensions escalate in Iran, regional geopolitical risks are rapidly expanding and beginning to affect the Asian automotive industry directly. Research firm Bernstein and automotive supply chain sources say the conflict's effects on the global auto supply chain are steadily growing.

Monday 9 March 2026

EU policies tighten costs and complexity for automakers, industry warns

The EU's simultaneous push for stricter emission rules and industrial localization is increasing operational costs and complicating transformation for European carmakers, industry representatives say. The EU's flexible emission mechanism and the newly unveiled Industrial Acceleration Act (IAA) have failed to ease industry concerns.

Monday 9 March 2026

US auto market hits a wall as subsidies dry up and buyers max out

The US automotive market is entering a clear cooling and consolidation phase in 2026. Three forces are converging: fading subsidies, lost tariff-related buying incentives, and weakening consumer purchasing power. Key market drivers wound down by 2025, and demand was prematurely pulled forward.

Monday 9 March 2026

India roundup: Japan, South Korea deepen push as semiconductor and tech investments expand

Japanese and South Korean firms are expanding their presence in India as the country strengthens its semiconductor and technology ecosystem. Rohm has partnered with Suchi Semicon for back-end manufacturing, while Hanmi Semiconductor and OLED materials firm Lordin are advancing India plans alongside Micron's new facility.

Friday 6 March 2026

Tata cements EV lead in India as 2026 roadmap targets scale, premium push and charging dominance

Tata Motors is doubling down on electric vehicles as India's energy transition accelerates, leveraging policy protection, aggressive pricing, and localization to defend its 40% EV market share while preparing a new wave of products and expanding infrastructure from 2026 onward.

Thursday 5 March 2026

Suzuki to acquire Kanadevia's solid-state battery business to strengthen EV technology

Suzuki Motor Corporation said it will acquire the all-solid-state lithium-ion battery business of Japanese engineering firm Kanadevia Corporation, as the automaker steps up development of next-generation battery technology for electric vehicles (EVs).

Wednesday 4 March 2026

BMW's Aeon signals shift toward technology-led governance as new CEO takes helm

BMW introduced the humanoid robot Aeon at its Leipzig production facility in early 2026, a move framed as both a production innovation and a symbolic milestone in the leadership transition to Milan Nedeljkovic, who will assume the role of group chief executive in May 2026.

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