Data and Analysis
-
ArticleSK Innovation banned from the US for 10 Years following LG lawsuit
The US International Trade Commission has imposed a 10-year ban on SK Innovation for the importation, domestic production, and sale of electric vehicle batteries within the US because of intellectual property theft from rival LG Chem. It is a tough sentence, but perhaps unsurprising given the context of the global push to electrification.
-
Article
Can UK manufacturing keep up with a 2030 ban on new ICE vehicle sales?
The UK government has announced it is bringing forward its plans to phase out the sale of new cars and vans powered by internal combustion engines. Daniel Harrison, automotive analyst at Ultima Media, examines how realistic that is and whether supply chains are ready to produce enough electric vehicles and batteries.
-
-
Article
Coronavirus and beyond: Europe vehicle demand and finished vehicle logistics outlook 2020-2030
Download this report for a forecast of European new vehicle demand from 2020-2030 across the region and the top five markets, and analysis of impacts and changes for the European finished vehicle logistics sector. This report is the latest from ECG Business Intelligence, a collaboration between the Association of European Vehicle Logistics and Automotive from Ultima Media
-
Article
Watch: Livestream Coronavirus Series – Automotive Supply Chain May Update
Our monthly supply chain updates provide critical information for automotive production, purchasing and logistics professionals in the current crisis, and strategic insight to help companies design more resilient supply chains for the future. Watch the May update for the latest market forecasts from our automotive analyst and insight on how supply chains could be made more resilient from automotive supply chain expert Peter Weiss from Gartner.
-
Article
Watch: Kia maintains investment, launches and stability in Europe
In this video interview, Kia Motors Europe chief operating officer, Emilio Herrera, and director of marketing, Carlos Lahoz, outline how the Korean brand is learning from supply chain and production disruptions, digitalising sales channels and maintaining investment in electrification to chart a route towards recovery in Europe.
-
Article
Coronavirus pandemic could force consolidation amongst automotive suppliers
The Covid-19 pandemic will exact a heavy toll on automotive manufacturers and suppliers, who will face mounting financial losses and growing debt. Some may not survive, at least in their current form or without further government bailouts. Such financial fallout, and the need for companies to reduce costs and consolidate investments, could prompt more consolidation at all levels of the automotive industry in the coming years.
-
Article
Preparing for the next phase of the Covid-19 crisis: European vehicle forecast and manufacturing changes
Download this report for monthly forecast of European vehicle registration and production, and an analysis of the manufacturing, supply chain and logistics changes required as OEMs begin restarting assembly plants. This report is the latest from ECG Business Intelligence, a collaboration between the Association of European Vehicle Logistics and Automotive from Ultima Media
-
Article
Global vehicle demand forecast 2020-2030: The drastic impact of the coronavirus crisis
Download our full report and analysis on the devastating impact of the coronavirus crisis on global vehicle demand across major regions. Our forecast includes assessments according to best case, base case and worst case scenarios across North America, Europe, China, Japan, South America, Asia Pacific, the Middle East and Africa. ...
-
Article
Calling stop on automotive supply chains: How long can companies survive the Covid-19 crisis?
With the coronavirus pandemic causing a level of automotive plant shutdowns not seen since the second world war, suppliers and logistics providers will face failures without direct support from government, and close collaboration with OEMs and industry.
-
Article
US giants in Asia: Part 2 – China checks and churns
Ford and GM remain committed to the China market, one that still has much to offer despite sales downturns and health crises
-
Article
Automotive supplier job cuts inevitable, German economic survey reveals
Slowing orders and the electrification transition prompts tier ones to trim back on investment, a DIHK study finds
-
Article
Your webinar questions answered: How tier 1 suppliers are responding to tough headwinds
You asked, we answer. We return to the questions from our audience that we didn’t have time to answer in our live webinar, ranging from which parts of automotive tier 1 suppliers’ business models are at risk of commodification, to how tier suppliers are changing manufacturing processes
-
Article
Automotive suppliers buying and spinning their way into high tech segments
As BorgWarner’s acquisition of Delphi Technologies shows, tier one automotive suppliers are turning to acquisitions and restructuring their business to focus on advanced technology, helping to protect margins, avoid commodification and transition to electrified powertrains
-
Analysis
PSA-FCA – the ideal merger or a challenge too far?
Even after the collapse of the Renault deal FCA still wanted a merger to protect itself going forward from the headwinds of electrification and global economic uncertainty; step forward PSA
-
Article
Electric vehicles could transform role of tier 1 suppliers in manufacturing
As OEMs look to reduce production costs and manage more complexity, automotive suppliers will face challenges. But with more EV models in the pipeline, many have the opportunity to grab a larger piece of the pie both for manufacturing and the total value chain
-
Article
Explaining EU vehicle emissions targets: can OEMs avoid heavy fines?
The new average fleet targets that came into force in Europe on January 1st 2020 are having big impacts on vehicle development and manufacturing, pushing OEMs to produce and sell more hybrids and EVs. But the rules are complex and varied by brands, volume and sales. Here we provide a summary of the key rules and terminology.
-
Article
Is Sony’s Vision S a scary sight, or a revelation for carmakers and suppliers?
Should automotive manufacturers fear or embrace this surprise announcement from the consumer technology giant?
-
Article
Tearing profits apart: how tier 1 automotive suppliers can mitigate shrinking margins
The latest report by Automotive from Ultima Media examines the profits and outlook for the top 20 automotive parts suppliers and explores the strategies and solutions they should consider to avoid significant disruption in the 2020s
-
Analysis
Tier Supplier Profit Analysis: Mitigating Margin Compression and Manufacturing Costs
Automotive tier 1 suppliers are facing unprecedented industry transformation in electrification along with economic uncertainty. Download this report on the top 20 global suppliers for a deep analysis of their historic margins, as well as solutions for how suppliers could cope with growing pressures and changes in manufacturing across the supply base
