Wards Intelligence is part of the Informa Tech Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC’s registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.

This copy is for your personal, non-commercial use. Please do not redistribute without permission.

Printed By

UsernamePublicRestriction

Recent Posts

Set Alert for Recent Posts

Consolidation Could be in the Offing for North America Vehicle Assembly Plants

More new-plant announcements are possible for electric vehicles but expect consolidation in the existing North America manufacturing footprint that could include shift cuts, vehicle redeployment or closures

Market Analysis Markets

May U.S. Light-Vehicle Sales to Fall from April, But Q2 Still Expected to Improve on Q1

With expectations that higher inventory at the end of the month will lead June’s results to rebound from May’s sequential decline, the second quarter's annualized rate is pegged to rise to 14.3 million units from Q1's 14.1 million. Also, year-over-year gains are forecast to resume in the third quarter and entire-2022 is expected to finish at 15.2 million units.

Market Analysis Markets

Vertical Integration – an Evident Trend in the New Mobility Era

Technological advances in both hardware and software components have increased their strategic value in automotive. Moving away from a purely mechanical industry, where the expertise and intellectual property of traditional OEMs reside, electronics and software are becoming key assets. Consistent with this, Wards Intelligence is observing an evident trend at various levels of the automotive supply chain: strategically increasing the value of goods developed in-house through vertical integration, hence increasing control and margins while also reducing costs.

Mobility Autonomy

Baraja Demos Lidar Soon to Be in Hands of OEMs

The sensor used for the drive around Detroit did not include Doppler, but that feature will be there when Baraja lidars go to automakers for testing later this year. The technology measures object velocity and direction of travel.

ADAS Autonomous Vehicles

AV Market Pulse: A Survey of Recent AV and ADAS Surveys: Part 1

There is a long way to go before the mass market will be ready for AVs, but according to recent surveys by AAA, Motional, Pew Research, Simon-Kucher, Zoox and others, consumer trust in AVs is improving, albeit slowly, as more people learn about, see or experience self-driving vehicles firsthand.  This is the first of three articles summarizing recent AV survey results.

Markets ADAS

Li-Cycle, Hydrovolt Open New Battery Recycling Plants in U.S., Europe

New facilities in Arizona and Norway promise to take materials from lithium-ion vehicle batteries and return them to the supply chain.

Electrification Batteries

North America Production Still Headed for First Quarterly Increase Since First-Half 2021

Although supply-chain challenges still heavily crimp most automakers’ ability to build to capacity, April’s year-over-year production gain was the first in 11 months, and Q2’s expected increase will be the first for any quarter since the year-ago period.

Market Analysis Markets

Outlook Q2 2022 How Sustainable Materials, Smart Surfaces Will Transform the Cockpit of the Future

The growth of electric vehicles and environmental concerns worldwide is creating demand for more sustainable interior materials and also unseen materials such as sound insulation.

Cockpit of the Future

Outlook Q2 2022 What’s Next in BEV Batteries: Where the Industry Is Headed on Range, Charging, Cost and Design

The forward march of electrification continues, but there still are many unanswered questions. How quickly do BEVs need to recharge? What’s the optimal cost per kWh automakers need to achieve to make BEVs competitive with internal-combustion-engine vehicles? Is modular pack design the way forward, or will cell-to-pack take hold? Aluminum has been the most prevalent enclosure material up to now, but will that be the case in the future? Join us as we answer these questions and more by presenting the results of our 2021 Battery Electric Vehicle Future survey.

Batteries

Outlook Q2 2022 North American Barometer: Still Calling for Growth But Outlook Continues to Weaken

Geopolitics, inflation and never-ending global supply-chain challenges are heavily weighing on the North American market. In the wink of an eye, the outlook has reversed from upside bias to downside. The sales and production forecasts for 2022 have been significantly cut since the end of last year and are in danger of not showing growth from 2021. Haig Stoddard will detail the current outlook in North America for the second half of 2022 and touch on prospects for growth in 2023, highlighting signs and data indicators to watch for that point to more strength or weakness.

Market Analysis

Connectivity Will Become an Increasing Pain Point for Automakers

As the industry moves to software-defined vehicles there is a requirement for next-generation connectivity to keep vehicles updated and constantly protected against cybersecurity threats.

Connectivity Connected Services and Apps

Canada Big-Truck Sales Tank 22.1% in April

Contrary to the rest of the group, Class 6 sales soared 54.1%; Year-to-date, Canada medium- and heavy-duty truck sales slipped 10.2%.

Market Analysis
See All

Our clients fuel their businesses through our focused intelligence reports, consulting services, data and forecasts – all of which are supported and fed by our automotive and technology experts for deeper and clearer insight and analysis.


Check out the presentations from our
most recent Outlook Conference




UsernamePublicRestriction

Register