Electrification

This market tracker contains analysis of electrified light vehicles BEV, HEV, PHEV in the U.S., China and Europe markets.

As the dynamics of the industry become ever more turbulent, and the pressure on companies to innovate and transform increases, the nature of relationships is changing. Traditional development processes and supply chains are no longer barriers to entry but in fact competitive weaknesses. New thinking, skill sets, technologies, processes and tools require new partners.

As a result the relationship map is changing rapidly and the shape of the industry and who will emerge as key players is in dynamic flux. Steve Bell will present the development of current relationships, what’s influencing them and future trends.

It’s been two years since Ford went “all in” for electrification. Since then, the legacy automakers have been racing to catch up to BEV heavy-weight Tesla. But Tesla may be more concerned about Chinese BEV makers which have a $10,000 lower cost of production than Western counterparts.

So, who is winning and losing the race to build electric vehicles? What are the various automakers’ strategies and which automakers and regions are best positioned for success? Join Adam Ragozzino to find out.

The ʼ24 Polestar 2 may have a winning formula thanks to some very old qualities.

While the European auto industry is facing a crisis, Hungary is quietly gaining attention as a potential EV powerhouse, as Asian battery giants such as SK On, Samsung SDI and CATL choose to invest in Hungary to expand their market share of EV supply chains in Europe.

Two Chinese automakers have big plans for Europe, while yet another automaker embraces NACS, likely putting CCS in the rearview mirror.

General Motors invests $60 million in Israel-based Mitra Chem for next-generation lithium-iron-phosphate cathode materials. But U.S. EV makers aren’t catching up so much as trying to keep up with leading Chinese battery companies.

Cadillac, Lucid, Land Rover, Ford and VW announce new BEVs are coming or delayed; one charging network vows to keep its chargers online more often.

A dynamic partnership is forming between Chinese automakers and the Middle East as they race toward an electrified future.

This comprehensive report looks at the connected car landscape exploring the impact of 5G, new architectures and the ascendancy of eSIMs as the OEM and CSP relationships develop.

Legacy automakers in Europe may find it harder to retain their market share if they don’t sell mass market BEVs soon.

Automakers wanting to sell high volumes of BEVs finally are realizing they need to get into charging, in a big way.