The Daily Intelligence Edge for Automotive Decision-Makers
Your Daily ABC (Automotive Business Cockpit) cuts through the noise and delivers actionable strategic intelligence. We don't just report what's happening—we explain why it matters and what it means for the next five years.
What you'll get:
🚀 Daily Executive Briefing – Monday to Friday, delivered by 7:00 AM.
🔍 In-Depth Analysis – Technology breakthroughs, OEM strategies, supply chain shifts, and geopolitics.
💡 Strategic Context – Beyond headlines, with insights that drive better decisions.
Welcome to today's episode of the Automotive Business Cockpit. We analyze the major strategic shifts reshaping the global automotive ecosystem, from central computing architectures to solid-state battery testing and intensifying trade tensions.
Key Topics Covered in Today's Episode:
• Next-Gen SDV Computing Architecture: Infineon and Qualcomm form a strategic partnership to co-develop Central Vehicle Computers for Software-Defined Vehicles, combining high compute performance with functional safety.
• Battery Technology Race: Sunwoda tests 20 Ah polymer-composite solid-state cells with automakers under real operating conditions, while CATL reaffirms its target for 2027 mass production.
• Rising Geopolitical Protectionism: US automotive lobby groups call on Congress to enact a permanent ban on Chinese vehicle imports to block market entry in North America.
• M&A and Vertical Integration: Autoneum acquires France's Trèves Group in a €40M deal. Meanwhile, Chinese OEMs now control over 50% of the local EV battery pack market, shifting value creation in-house.
• Semiconductor Market Dynamics: ON Semiconductor reports strong Q3 results ($1.722B revenue) but warns of flat automotive demand alongside rapidly growing AI data center demand, creating potential chip allocation competition for OEMs.
• Advanced Systems & Local Testing: STMicroelectronics releases new safety combination sensors for mass-market ADAS, while Mercedes-Benz tests next-gen semi-autonomous driving systems on Germany's A81.
• Global Ecosystem Incentives: China allocates 330,000 square meters in Jiangsu province to attract South Korean semiconductor suppliers into its domestic supply chain.
2 Nov 2026
Automotive Business Cockpit 02.11.2026: VW's Turkey-China Assembly Strategy, Foxconn Enters Japan & Nexperia's Semiconductor Relief
Welcome to the Automotive Business Cockpit. In this episode, we deconstruct the shifting tectonic plates of global automotive manufacturing, analyzing strategic maneuvers by Volkswagen, tech entrants disrupting traditional markets, and critical semiconductor supply chain updates.
Key Topics Covered in Today's Episode:
• Volkswagen's Production Realignment: VW evaluates assembling China-developed vehicle models in Turkey via distributor Dogus Otomotiv to absorb excess capacity and deploy cost-effective architectures to peripheral markets.
• Foxconn's Historic Entry into Japan: Foxconn officially launches its joint venture with Mitsubishi Fuso Truck and Bus, opening up Japan's traditionally protected commercial vehicle sector to tech contract manufacturers.
• Semiconductor Crisis Relief: China grants an export exemption to Nexperia's plant in Dongguan, relieving immediate chip supply shortages for major players including Bosch, Honda, and Nissan.
• Hyundai's Brand Ascent: Hyundai climbs to 4th place among global automotive brands (29th overall) in Interbrand's Best Global Brands 2026 rankings, hitting a brand value of $25 billion.
• India's EV Infrastructure Upgrade: The Automotive Research Association of India (ARAI) unveils a 55-crore rupee battery testing and EV powertrain facility in Pune and advances crash test center plans with Škoda.
• Sino-German Automotive Conference: Nearly 600 executives gather in Wolfsburg for the 10th annual conference to establish new investment models amid global EV transitions.
• Market & Material Forecasts: Analysis of Automotive News' Global EV Report on multi-speed electrification, consumer adoption challenges cited by JD Power and Rivian, supply resilience strategies from NXP, and ionomer resin market growth driven by vehicle lightweighting through 2035.
Subscribe to stay ahead of strategic trends transforming the global B2B automotive sector.
30 Oct 2026
Automotive Business Cockpit 30.10.2026: VW's Strategic Pressure, Hyundai's $213M SDV Bet & NVIDIA's Autonomous Safety Loop
In this episode of Automotive Business Cockpit, we analyze a highly polarized global automotive landscape shaped by Q3 financial reports, aggressive software investments, and supply chain shifts.
Key Insights from Today's Episode:
• Financial Realities: Volkswagen Group faces immediate pressure to act following its nine-month results, forcing cost-structure adjustments. Conversely, Renault Group confirms its full-year 2026 financial guidance backed by stable Q3 revenue, while Ferrari expands its luxury brand value.
• Tech & Platform Strategy: Hyundai Motor doubles down on Software-Defined Vehicles (SDVs) with an additional $213.7 million capital injection into 42dot. NVIDIA presents its evidence-based Safety Loop on the NVIDIA DRIVE platform to address regulatory hurdles for autonomous driving. Stellantis plans a major shift to low-cost LFP batteries for European models starting in 2027.
• Tier-1 & Supply Chain Dynamics: FORVIA forms a strategic AI partnership with Raiqon to embed generative algorithms in manufacturing. Mobileye beats Q3 profit forecasts with an adjusted EPS of $0.11, and Hyundai Mobis strengthens partner stability through joint R&D initiatives.
• Geopolitics & Macro Risks: Hungary's revised environmental audits on battery manufacturing hubs introduce regulatory risks and potential supply chain bottlenecks for European OEMs.
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