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BriefCASE: Revving up - Qualcomm’s automotive business hits high gears | S&P Global
While there's been a run of bad news from leading tier-1 suppliers such as Schaeffler and Bosch about sluggish demand from the automotive sector, system-on-chip (SoC) companies such as Qualcomm and Nvidia have been plowing a different furrow. Qualcomm, which is enjoying an EBITDA margin around the 30% mark, compared with the 5% currently typical of leading suppliers, has reported strong growth in its automotive revenue this year and has plans to strengthen its offering for the sector as per its recent Snapdragon Summit 2024.
BriefCASE: On a lighter note - The automotive industry’s weight loss journey | S&P Global
Vehicle lightweighting, once very much in vogue, has slipped out of the headlines in the past few years as the environmental benefits of lightweighting were outweighed by the rush to electrify. Now with the growth rate of electric vehicle (EV) sales slowing, lightweighting is once again part of the discussion.
BriefCASE: Chips on the table - India seizes opportunities in a thriving automotive scene | S&P Global
Semiconductor companies are starting to turn their focus to India's automotive market, where chip content is growing at an attractive rate in applications such as telematics, infotainment systems, electric mobility and advanced driver assistance systems.
BriefCASE: The road ahead for software-defined vehicles | S&P Global
Software-defined vehicles (SDVs) use software to control operations, add new features and integrate innovative functionalities. While this software-centric approach enhances flexibility and accelerates innovation, it also introduces challenges such as cybersecurity risks, complex software management and hardware obsolescence.
BriefCASE: From ADAS to autonomy - The strategic moves shaping automakers’ future | S&P Global
Automotive manufacturers are in a race to distinguish themselves in the fast-evolving landscape of advanced driver assistance systems (ADAS) and autonomous driving technologies. As competition intensifies, automakers are adopting diverse strategies to integrate these features, from enhancing safety and convenience with ADAS to pushing the boundaries with fully autonomous capabilities.
BriefCASE: BMW hits the brakes with vehicle recall | S&P Global
BMW recently initiated a global recall involving over 1.5 million vehicles— including the BMW 5 Series, 7 Series, Rolls-Royce Spectre, Mini Cooper, Mini Countryman and many BMW crossovers — citing issues with the integrated braking system (IBS) supplied by Continental AG. The defect lies in the brake-by-wire (BBW) technology, an innovative system that enhances braking efficiency through electronic signals rather than traditional hydraulic mechanisms. The defect in the IBS stems from interference in the electronic signals controlling the brakes, potentially leading to reduced braking efficiency. Although the system is designed with a backup
BriefCASE: Twice as nice - The impact of digital twins in the automotive industry | S&P Global
In the era of Industry 4.0, smart manufacturing is transforming the automotive landscape through the integration of digital twins and AI. These virtual replicas of physical assets are accelerating vehicle development, enhancing operational efficiency and driving innovation, making them essential for manufacturers aiming to stay competitive in a rapidly evolving market.
BriefCASE: Challenges of Phantom Braking | S&P Global
Autonomous emergency braking (AEB), a system first introduced in 2008 by Volvo as Volvo City Safety, has become the unlikely source of a rift between the US regulatory body the National Highway Traffic Safety Administration (NHTSA) and the automakers’ representative body in the country, the Alliance for Automotive Innovation (AAI).
September Light Vehicle Production Forecast | S&P Global
Each month, we leverage global light vehicle production actuals, registration data, and sales data to give you the most up-to-date, short-term production forecast available. Here's a close look at global production data by region and our updated September production forecast.
BriefCASE: India’s EV infrastructure growth is nearly fully charged | S&P Global
The electric vehicle charging space in India is powering up. The past few quarters have brought many announcements of collaborations between automakers, power companies, oil retailers, charging hardware manufacturers and service providers to expand the network of public EV charging stations across the country. However, the path is far from smooth with several obstacles remaining to be navigated around.