Autology

Artificial intelligence is moving quickly from experimentation into the everyday operation of fleets and vehicles. It is being used to improve driver safety, detect collisions, support predictive maintenance, reduce downtime and turn huge volumes of connected-vehicle data into decisions. But as AI becomes more deeply embedded in automotive, the question is shifting from what it can do to whether its results are reliable enough to trust. That makes the gap between an impressive demonstration and a useful product increasingly important. In the real world, AI has to cope with unpredictable conditions, different vehicles, environments and driver behaviours. A false positive or delayed result can do more than reduce model performance—it can undermine customer confidence and prevent adoption. The challenge is therefore to build AI around meaningful business problems, with reliability treated as a product requirement rather than a technical detail. Data is central to that challenge. Large datasets alone do not guarantee better AI. Models need sufficient breadth, depth and fidelity, while training data must reflect the different geographies, climates, vehicle types and operating conditions in which they will be used. Data quality also needs to evolve continuously, with real-world customer feedback helping teams identify weaknesses and improve models over time. Bias is another consideration. Blind spots can emerge when certain customer groups, fleet types or operating environments are poorly represented in the data. Addressing this requires diverse perspectives during product development, explicit auditing and consideration of potential sources of bias before AI reaches customers. Privacy and responsible AI also need to be built into products from the outset. The wider question is how businesses balance the speed of AI innovation with accuracy, transparency and consistency. Customer involvement, real-world testing and measures such as precision and recall can help ensure that AI delivers dependable results. The priority is not necessarily more AI features, but better ones that solve genuine problems and earn trust. Looking ahead, opportunities include predictive maintenance, faster vehicle repair, autonomous vehicles and combining fleet intelligence with wider business data to improve decision-making. Human judgement will remain important, providing the context that AI alone cannot. That is the backdrop to the latest Autology episode of Supplier Soundbytes from Mobility Global, featuring Sabina Martin, Vice President of Product Management at Geotab. Geotab is a global connected vehicle and telematics company, and Sabina discusses what it takes to build AI that delivers reliable results at scale—and why data quality, responsible development and customer trust are fundamental to making automotive AI work in the real world. We’d love to hear your thoughts on this episode. Reach out to us at [email protected]. Don’t forget to hit the subscribe, follow, and like buttons to stay updated with the latest episodes of Autology. Subscribe: Apple Podcasts Spotify

China’s automotive industry is moving at a pace that is reshaping the competitive landscape, with Chinese OEMs increasingly able to turn ideas into vehicles, scale production and respond to changing customer needs in a fraction of the time taken by many Western manufacturers. But what sits behind this China speed? Is it simply faster engineering, or does it reflect a fundamentally different approach to data, AI, collaboration and decision-making? In this episode of Mobility Global’s Autology podcast series, we bring together three experts to explore what the West can learn from China’s accelerating automotive ecosystem. Hanno Focken, Managing Director, Activation, Governance and Operations at Catena-X, looks at the role of trusted data exchange and collaboration across complex supply chains. Isaac Squires, CEO and Founder of Polaron, explores how generative AI and machine learning can move beyond isolated pilots to become embedded in everyday engineering and innovation.  Ben Townsend, Head of Automotive at Thatcham Research, brings a focus on safety, repairability, real-world data and the need to ensure that greater speed continues to deliver better consumer outcomes.  The speakers have already shared some interesting insights on China Speed through our recent one-to-one conversations on Auto Tech Insights. Those conversations are now available as Q&As to download from our platform: Hanno Focken – China Speed Q&A Isaac Squires – China Speed Q&A Ben Townsend – China Speed Q&A In this episode, we take those conversations a step further, exploring what China Speed really means, where that competitive advantage comes from, and how the Western automotive industry can respond. The discussion challenges the idea that Western automotive companies lack the engineering capability to compete. Instead, the panel identifies organisational complexity, hierarchy, fragmented data, legacy processes and misaligned incentives as major sources of friction. China’s advantage, they argue, is less about engineering faster in isolation and more about learning, making decisions and coordinating across organisational boundaries at speed. Looking ahead five years, the panel considers what a realistic Western version of China speed could look like: faster learning cycles, interoperable data ecosystems, greater autonomy for engineering teams, continuous software-enabled product improvement and stronger use of AI and real-world data. The central message is clear: competing on speed is not about abandoning discipline but about removing unnecessary friction while preserving the rigour needed for safety, quality and trust. We’d love to hear your thoughts on this episode. Reach out to us at [email protected] Don’t forget to hit the subscribe, follow, and like buttons to stay updated with the latest episodes of Autology. Subscribe: Apple Podcasts Spotify

Artificial intelligence is becoming embedded in automotive retail. It is helping manufacturers and retailers create digital showrooms, personalise customer journeys, support online sales and produce vehicle content at scale. As these applications move closer to the customer, however, a new question is becoming harder to avoid: what happens when AI-generated experiences have to meet a regulatory standard? The EU AI Act brings that question into sharper focus. Its risk-based framework introduces new requirements around transparency, accountability and the use of AI, with implications for companies selling and leasing vehicles to customers in Europe. For automotive businesses, compliance increasingly sits alongside commercial considerations such as customer trust, conversion and brand reputation. Vehicle imagery is one area where the distinction matters. Generative AI can create or modify images quickly, but it can also introduce inaccuracies into representations of products that customers expect to be factual. The alternative is deterministic rendering, which uses official vehicle and configuration data to produce precise digital representations. The choice of technology therefore has implications for transparency, copyright and the customer experience. The wider challenge is how companies can continue to innovate while understanding the technology they are deploying. That means scrutinising AI vendors, auditing digital content supply chains and recognising that responsibility can remain with the business using an AI system, rather than simply its technology provider. Regulation also creates a test of whether AI applications are robust enough for enterprise use. That is the backdrop to the latest Autology episode of Supplier Soundbytes from Mobility Global, featuring Martijn Versteegen, founder and chief executive of IMAGIN.studio. The company provides real-time vehicle visualisation technology, and Martijn discusses what the EU AI Act means in practice for automotive retailers, leasing companies and other businesses building AI into the digital car-buying experience. We’d love to hear your thoughts on this episode. Reach out to us at [email protected] Don’t forget to hit the subscribe, follow, and like buttons to stay updated with the latest episodes of Autology. Subscribe: Apple Podcasts Spotify  

Autology is a podcast series from Mobility Global (formerly S&P Global Mobility), bringing you key intelligence from across the automotive supply chain. Autology features interviews with supply chain executives and Mobility Global experts to help you stay on top of the trends you need to know--and the decisions you need to make--in the near future.     Artificial intelligence has long been a staple of automotive futurism. Yet for much of the past decade, its role in the car was more promise than reality. That is beginning to change. As vehicles become increasingly software-defined, AI is moving from the periphery of the driving experience to its centre, reshaping how motorists interact with their cars and how manufacturers think about value, safety and differentiation. In this Autology episode of Supplier Soundbytes, we explore how AI is transforming the modern cockpit. From natural-language voice assistants and personalised media settings to driver-monitoring systems and predictive navigation, the technology is already helping to reduce friction behind the wheel. But the most important shift may be less visible: the emergence of intelligent systems capable of understanding context, adapting to user needs and coordinating multiple vehicle functions in real time. Joining the discussion is Marcus Futterlieb, Director of Technology Management for AI Orchestration at HARMAN. He argues that the future of automotive AI will not be defined by ever-larger models or more sophisticated chatbots. Rather, success will depend on using the right intelligence for the right task - balancing cloud-based services, embedded software and deterministic systems to deliver experiences that are useful, reliable and affordable. The conversation examines the growing importance of AI orchestration, the challenge of building trust through privacy-conscious design and the opportunities emerging in areas such as driver well-being and personalised vehicle experiences. It also looks ahead to a future in which cars continue to evolve long after leaving the factory, supported by software architectures designed for continuous improvement. The destination is becoming clearer. Drivers are unlikely to care whether a feature is powered by generative AI, machine learning or conventional software. They will simply expect vehicles that understand them better, anticipate their needs and make every journey safer and easier. The race is now on to deliver exactly that. We’d love to hear your thoughts on this episode. Reach out to us at [email protected] Don’t forget to hit the subscribe, follow, and like buttons to stay updated with the latest episodes of Autology. Subscribe: Apple Podcasts Spotify

Autology is a podcast series from Mobility Global (formerly S&P Global Mobility), bringing you key intelligence from across the automotive supply chain. Autology features interviews with supply chain executives and Mobility Global experts to help you stay on top of the trends you need to know--and the decisions you need to make--in the near future.     The automotive industry has spent much of the past decade debating a seemingly simple question: what comes after the internal-combustion engine? The answer, it turns out, is proving rather more complicated than many expected. Not long ago, the direction of travel appeared settled. Governments set ambitious targets, manufacturers committed billions to electrification and battery-powered vehicles seemed destined to dominate the roads. Yet reality has been less straightforward. Infrastructure has developed unevenly, consumer demand has varied by region and new questions have emerged about cost, practicality and energy security. As a result, the industry's future increasingly looks less like a race towards a single destination and more like a contest among several competing technologies. In this Autology episode of Supplier Soundbytes, we explore how engineering priorities are shifting in response. Joining us is John Hollingworth, Sales and Marketing Director at MAHLE Powertrain, a company that has deliberately positioned itself as technology-agnostic in an era of rapid change. The discussion ranges widely across the evolving propulsion landscape. We examine the renewed interest in range-extender electric vehicles, the role hydrogen combustion could play in heavy-duty transport and off-highway applications, and the prospects for renewable and synthetic fuels. We also consider a subject that rarely captures headlines but increasingly determines vehicle performance: thermal management, which sits at the heart of everything from battery efficiency to passenger comfort. Beyond powertrains, the conversation explores how automotive engineering itself is changing. As vehicles become more software-defined, connected and continuously updated throughout their lifecycles, testing, validation and development processes are being transformed. The central message is clear. Rather than converging on a single technological winner, the industry may be entering a period of greater diversity. The future of mobility, argues Hollingworth, will depend less on finding one universal solution and more on matching the right technology to the right vehicle, market and use case. We’d love to hear your thoughts on this episode. Reach out to us at [email protected] Don’t forget to hit the subscribe, follow, and like buttons to stay updated with the latest episodes of Autology. Subscribe: Apple Podcasts Spotify

Autology is a podcast series from Mobility Global (formerly S&P Global Mobility), bringing you key intelligence from across the automotive supply chain. Autology features interviews with supply chain executives and Mobility Global experts to help you stay on top of the trends you need to know--and the decisions you need to make--in the near future.     In the next phase of automotive competition, the decisive breakthroughs may come not from the showroom or the software stack, but from the materials lab. Artificial intelligence is often discussed as if it were a software story. In automotive engineering, it is becoming something broader and more consequential. It is beginning to change how materials are discovered, how components are tested, how batteries are improved and how manufacturers make decisions under pressure. The car, after all, is not a single invention but a stack of them: atoms, alloys, cells, packs, structures, systems and software, all required to work together at scale, safely and profitably. That multi-layer reality is where AI’s usefulness stops being theoretical. In practice, it is about finding better answers faster across the whole pipeline—turning data into decisions, and decisions into prototypes. That makes vehicle development an unusually fertile ground for AI. Much of engineering still depends on slow cycles of trial, error and expert judgement: make a sample, run a test, interpret the result, adjust the design, and begin again. Simulations help, but they can be expensive and time-consuming. Data exists, but it is often messy, fragmented or collected too late to shape the most important decisions. AI promises to compress some of those cycles. Used well, it can spot patterns in experimental data, suggest better materials, connect manufacturing conditions with performance, and help engineers make earlier, more confident choices. Used badly, it risks becoming another expensive black box. The difference lies less in fashionable algorithms than in disciplined engineering: good data, clear objectives, traceable results and adoption inside real workflows—so the gains show up where production and performance are decided. That is the backdrop to the latest Autology episode of Supplier Soundbytes from Mobility Global, featuring Isaac Squires, founder and chief executive of Polaron. Spun out of Imperial College London, Polaron applies generative machine learning to accelerate the design and optimisation of advanced materials. We’d love to hear your thoughts on this episode. Reach out to us at [email protected] Don’t forget to hit the subscribe, follow, and like buttons to stay updated with the latest episodes of Autology. Subscribe: Apple Podcasts Spotify

In this episode of Autology, Rebecca Bellchambers is joined by Ali Adim and Hugo Cruz from S&P Global Mobility's battery research team to unpack one of the most important topics in the EV industry: battery pricing. The discussion explores why batteries remain the biggest cost driver in electric vehicles, how raw material volatility and manufacturing location shape pricing, and what the latest Battquant model reveals about cell and pack cost trends. The episode also examines the impact of lithium price swings, geopolitics, regional policy frameworks in Europe and North America, and how these factors are influencing the path to BEV-ICE parity. The team also looks ahead to the future of LFP and sodium-ion batteries, discussing where further cost reductions may come from and whether new chemistries could reshape the market in the years ahead.   Speakers:   Ali Adim- Battery Research Manager Hugo Cruz- Principal Battery Research Analyst Rebecca Bellchambers- Host/ Senior Battery Research Analyst  We'd love to hear your thoughts on this episode at [email protected], and you can find much more at autotechinsight.ihsmarkit.com. Don't forget to subscribe, follow, and like to stay updated with the latest Autology podcasts! hear your thoughts on this episode at [email protected], and you can find much more at autotechinsight.ihsmarkit.com. Don't forget to subscribe, follow, and like to stay updated with the latest Autology podcasts!

In the automotive industry, few technologies have spent longer in the "promising but peripheral" category than the head-up display. Yet as vehicles become increasingly software-defined - and as the cockpit itself evolves from a mechanical interface into a digital environment - the humble windshield is beginning to look less like passive glass and more like prime visual real estate. That is the backdrop to this latest episode of Supplier Soundbytes from S&P Global Mobility, featuring Andy Travers, chief executive of Ceres Holographics. The company's proposition is deceptively simple: rather than bolting ever more screens into the dashboard, embed holographic optical films directly into the windshield itself, turning the glass into part of the display architecture. The implications, however, are rather larger than another iteration of the conventional head-up display. Travers argues that legacy HUD systems have reached something close to their functional ceiling, constrained as much by limited user experience as by hardware. The next phase, he suggests, will depend less on projecting more information and more on deciding which information matters — and when. The conversation ranges from the misuse of the term "holographic" to the practical realities of integrating optical films into automotive glass supply chains. But beneath the technical detail sits a broader strategic question for carmakers: if the windshield becomes a dynamic digital surface, who controls the value - the optics specialists enabling the display, or the software platforms determining the experience? For OEMs, the message is clear. The technology may now be ready. The industry's imagination, perhaps, is still catching up. Andy Travers [Source: Ceres Holographics] We'd love to hear your thoughts on this episode. Reach out to us at [email protected], and discover more insights at autotechinsight.spglobal.com.   Don't forget to hit the subscribe, follow, and like buttons to stay updated with the latest episodes of Autology. Subscribe: Apple Podcasts Spotify  

Today's episode of Autology takes you inside InterBattery 2026 in Seoul to decode what the world's biggest battery players are really signaling right now. This year's show didn't just feel like an EV-focused expo—it felt like a turning point: a broader, sharper and a growing race to win the next era of batteries – not just for EVs but also for rapidly evolving applications in energy storage, AI, robots, and beyond. Key highlights include: a) A government warning with a deadline: We unpack Vice Minister Moon Shin-Hak's '5–7 years' message—why Korea sees a narrowing strategic window to restructure its value chain, strengthen domestic materials, and stay globally competitive amid US–China tech rivalry and supply chain realignment. b) LG Energy Solution: First public reveal of its LMR battery co-developed with General Motors, plus bipolar and sodium-ion technologies—showing leadership beyond conventional EV narratives. c) SK On: Prismatic innovation and thermal management, including the 'on-vent prismatic cell' concept designed for better safety and design flexibility. d) Samsung SDI: A deliberate pivot away from automotive imagery toward ESS solutions for the AI era, led by its Samsung Battery Box (SBB) line-up. e) Materials players (POSCO, EcoPro, LG Chem, L&F): A strong value-chain push around critical minerals, recycling, and safety materials, including LG Chem's thermal runaway-delaying plastics and Nexula aerogel insulation. f) Battery for AI, AI for Battery: How AI data centers are accelerating ESS demand, while battery companies increasingly use AI in diagnostics, defect reduction, and materials/cell optimization. g) Non-EV applications take center stage: From robots and drones to micro-mobility, aerospace, and even defense-related discussions, this episode tracks the widening commercial map for batteries well beyond passenger EVs. h) The ESS pivot—and why Korea may differ from the US: While US plants are redirecting capacity from EV batteries into ESS, South Korea may move toward a balanced mixed-production model, supported by 2030 EV adoption targets and ESS tenders. i) Solid-state – prestige, but smaller-scale first: A key insight—solid-state commercialization appears to be gravitating toward robots and specialized applications before EV-scale deployment, reflecting practical limits around size, yield, and mass production readiness. j) LFP pressure and China's equipment edge: The episode closes on the most commercially urgent theme: Korean makers racing to scale LFP (largely for ESS)—and the growing influence of Chinese manufacturing equipment suppliers, highlighted by Wuxi Lead Intelligent Equipment winning a major award and broader adoption of Chinese production tools across Korean cell makers. Speakers: John Ahn, Senior Research Analyst, Battery, S&P Global Mobility Amit Panday, Host and Senior Research Analyst, S&P Global Mobility We'd love to hear your thoughts on this episode at [email protected], and you can find much more at autotechinsight.ihsmarkit.com. Don't forget to subscribe, follow, and like to stay updated with the latest Autology podcasts!

Today's episode of Autology dives deep into the pivotal role of cathode active materials (CAM) in shaping the future of global battery manufacturing and electric vehicle (EV) adoption. The speakers break down why CAM is the most expensive and performance-critical component in EV batteries, how it influences cost, energy density, and cycle life, and what this means for automakers and consumers worldwide. Key highlights include: CAM Overview: CAM, comprising materials like lithium, nickel, and cobalt, accounts for up to 45% of battery cell costs and is central to battery performance. The episode explains the chemistry behind CAM, its impact on battery affordability, and the technical trade-offs between LFP and NCM chemistries. Industry Momentum: China currently dominates the CAM and LFP supply chain, holding over 80% market share, but new government policies are reshaping the landscape by tightening standards and restricting advanced technology exports. Meanwhile, Europe and North America are accelerating efforts to localize CAM production, with new investments and projects aiming to reduce reliance on imports. Policy Support & Future Outlook: The discussion covers recent policy moves, such as [mainland] China's anti-involution measures and export controls, changes in VAT rebates and Europe's Industrial Accelerator Act, all of which are influencing supply chain strategies and investment. The future of CAM will be shaped by ongoing innovation in battery chemistries, regional policy shifts, and the race to build resilient, cost-competitive supply chains outside [mainland] China. This episode offers a front-row seat to understanding the global race for battery supremacy, revealing how CAM supply chains are at the heart of EV affordability, innovation, and geopolitical strategy. Tune in to hear expert insights on market trends, policy impacts, and what's next for the world's battery makers. Speakers: Ali Adim, Manager, Battery Research, Supply Chain & Technology, S&P Global Mobility. Eileen Wu, Senior Research Analyst, Battery, S&P Global Mobility. Amit Panday, Host and Senior Research Analyst, S&P Global Mobility. We'd love to hear your thoughts on this episode at [email protected], and you can find much more at autotechinsight.ihsmarkit.com. Don't forget to subscribe, follow, and like to stay updated with the latest Autology podcasts!

In the automotive industry, some technologies spend decades in the realm of promise before quietly becoming inevitable. Steer-by-wire is one of them. For years, the idea of removing the mechanical link between the steering wheel and the road wheels felt more like a concept-car talking point than a near-term engineering reality. Yet in the latest episode of Supplier Soundbytes, S&P Global Mobility's concise Autology podcast series, that assumption is challenged. Our guest is Jake Morris, portfolio director for steer-by-wire at ZF Group, and his message is straightforward: The conditions that once delayed steer-by-wire have largely disappeared. The key shift lies in the rapid emergence of the software-defined vehicle. Modern electric platforms increasingly rely on centralized computing architectures, advanced electronics and integrated control systems. In such an environment, the steering system is no longer an isolated mechanical device but part of a broader digital ecosystem that governs how a car moves. That change matters. Traditional steering relies on a physical column linking the steering wheel to the front axle. Steer-by-wire replaces this connection with electronic signals, sensors and actuators. For decades, concerns about safety, redundancy and reliability kept the technology at bay. Today, Morris argues, those concerns have largely been addressed. Production-ready systems now feature redundant safety architectures and high-integrity actuators designed to meet stringent global standards. If the technology itself is largely solved, the real challenge has shifted elsewhere: integration. For carmakers, adopting steer-by-wire is less about replacing a single component than about rethinking how multiple vehicle systems interact. Steering must work seamlessly with braking, propulsion and suspension control. The aim is not simply functional integration but coordinated vehicle dynamics — what suppliers increasingly describe as "motion control." This shift carries strategic implications for manufacturers. Carmakers must ensure that their vehicles retain a distinctive driving character even as control systems become more software-driven and modular. In other words, the digitalization of steering should not erase brand identity. Achieving that balance requires common control architectures that allow scale across platforms while preserving the nuances that differentiate one brand from another. Yet the most striking implications of steer-by-wire may lie beyond the engineering department. Once the mechanical steering column disappears, designers gain freedoms that were previously impossible. Without a shaft running from the cockpit to the front axle, vehicle packaging becomes more flexible. Crash structures can be re-engineered, cabin layouts reconsidered and interior design reimagined. The driver experience changes as well. Steering characteristics — such as ratio, responsiveness and feedback — can be tuned entirely through software. At low speeds, the system can prioritize manoeuvrability; at high speeds, stability. Over-the-air updates may even allow manufacturers to refine steering feel long after the vehicle leaves the factory. In the longer term, steer-by-wire also aligns neatly with the ambitions of automated driving. A steering wheel that is no longer mechanically connected can retract, remain stationary or operate differently depending on the driving mode. For Morris, the conclusion is clear. Steer-by-wire is not merely a technical upgrade but a foundational element of the next generation of vehicles. As deployments begin across major automotive markets this year, the technology will generate real-world data and feedback, accelerating further development. In that sense, the real story is not about removing a mechanical linkage. It is about transforming the chassis from a collection of components into an intelligent, software-coordinated system — one that promises new levels of adaptability, efficiency and design freedom. And after years of anticipation, the industry appears ready to steer in that direction. Jake Morris Image source: ZF  We'd love to hear your thoughts on this episode. Reach out to us at [email protected], and discover more insights at autotechinsight.spglobal.com.  Don't forget to hit the subscribe, follow and like buttons to stay updated with the latest episodes of Autology.  Subscribe: Apple Podcasts Spotify  

For years, rare earth elements were the wallflowers of the electric vehicle revolution: chemically exotic, geopolitically awkward and largely ignored. Lithium and cobalt stole the limelight. Rare earths — essential to the permanent magnets that power electric motors — were treated as a niche sustainability concern, a footnote to the main act. No longer. As supply chains fray and industrial policies harden, rare earths have been recast as instruments of national security. Control over them increasingly shapes trade policy, investment screening and corporate strategy. Carmakers that once asked how "green" their materials were now ask how secure they are. The shift is subtle but profound: from carbon accounting to strategic resilience. That is the backdrop to the latest episode of Supplier Soundbytes, part of S&P Global Mobility's Autology series. In it, Ahmad Ghahreman, founder and chief executive of Cyclic Materials, argues that the future of electromobility may depend less on what is mined than on what is recovered. The numbers explain the anxiety. The bulk of rare-earth mining — and an even greater share of processing — takes place in a single country. Deposits elsewhere are often deep, dispersed or environmentally fraught. Even when ores are dug up outside Asia, they are frequently shipped back there for separation and refining. The result is a supply chain that is efficient in calm times, but brittle in turbulent ones. Ghahreman's contention is that recycling offers not merely an environmental salve but a strategic hedge. Unlike mining, which is hostage to geology, recycling is governed by product cycles and policy choices. End-of-life motors, wind turbines and electronics constitute what he calls an "overground deposit" — a stock of material already extracted, processed and embedded in goods now reaching obsolescence. In North America and Europe, that urban mine is growing quietly each year. Particularly striking is the distinction between light and heavy rare earths. The latter, vital for high-performance magnets, are more geologically concentrated and more tightly controlled. Yet over decades of importing finished products, Western economies have effectively accumulated sizeable above-ground reserves of these same heavy elements. Well-executed recycling can tap that stock far faster than a new mine can be permitted, financed and built. Still, bottlenecks abound. Mining is constrained by geology and permitting; processing by capital intensity and technical know-how; end-of-life recovery by fragmented collection systems and products never designed for disassembly. Asked where the pinch point will be as EV volumes rise, Ghahreman's answer is disarmingly comprehensive: all of the above. That breadth of constraint sharpens the case for circularity. A local recycling loop, he says, shortens supply chains and anchors value domestically. It also alters the calculus for carmakers choosing motor technologies. A magnet that is marginally more efficient but dependent on a precarious supply may look less attractive once strategic risk is priced in. Yet, redesigning every vehicle for easy rare earth recovery is unrealistic. Global platforms, tight margins and long development cycles conspire against bespoke recyclability. Cyclic Materials has instead pursued what Ghahreman calls a "feedstock-agnostic" approach: technology capable of handling mixed materials — copper, aluminum, steel, plastics and magnets — without demanding that manufacturers reengineer their products first. The implication is pragmatic. Waiting for perfect design standards may delay circularity for a generation, while building robust, adaptable processing capacity could accelerate it within this decade. The message is clear enough. In the contest for clean mobility, rare earths have moved from the margins to the center, and the winners may be those who treat yesterday's waste as tomorrow's strategic reserve. Ahmad Ghahreman Source: Cyclic Materials  We'd love to hear your thoughts on this episode. Reach out to us at [email protected] and discover more insights at autotechinsight.spglobal.com.  Don't forget to hit the subscribe, follow and like buttons to stay updated with the latest episodes of Autology.  Subscribe: Apple Podcasts Spotify

The modern car is already a rolling computer. Now it is being taught to converse. In Supplier Soundbytes, S&P Global Mobility's new concise podcast series, industry executives dissect the forces reshaping the automotive supply chain. In this episode, Dr Moritz Neukirchner, Senior Director, Head of Cross-Portfolio Growth and Strategic Alliances for Elektrobit, argues that AI agents are poised to become the organising interface of the software-defined vehicle (SDV)—not a decorative add-on, but a functional necessity. At the 2026 CES in Las Vegas, carmakers and suppliers showcased AI copilots designed not merely to chat, but to manage the growing complexity of the modern vehicle—adjusting drive modes, configuring advanced driver-assistance systems, personalising cabin settings and navigating increasingly layered infotainment menus through natural conversation. The ambition is less about booking dinner than orchestrating the car itself. Yet, as Dr Neukirchner observes, the leap from demonstration to dependable deployment is slower than the hype suggests. The obstacle is not only technical. It reflects the awkward realities of regulation, computing power and trust. Privacy regimes differ sharply between Europe, America and China. Carmakers must decide which data may leave the vehicle and which must remain within it. The emerging answer is "edge AI": inference performed inside the car. Processing on board reduces latency, limits data-transfer costs and helps satisfy regulators wary of cloud dependency. Yet the cloud will remain indispensable. Training models, pushing updates and handling compute-intensive workloads will continue to rely on remote infrastructure. The likely outcome is a hybrid architecture, with responsibilities divided between vehicle and server according to use case and jurisdiction. Beneath the technical debate lies a larger shift. As vehicles become more software-driven, their functionality grows more intricate. Without a new interface, complexity risks overwhelming the driver. AI agents, argues Dr Neukirchner, may become the layer that renders the SDV usable. In that sense, they are less a novelty than a necessity. Dr. Moritz Neukirchner We'd love to hear your thoughts on this episode. Reach out to us at [email protected], and discover more insights at autotechinsight.spglobal.com. Don't forget to hit the subscribe, follow, and like buttons to stay updated with the latest episodes of Autology. Subscribe: Apple Podcasts Spotify

Today's episode of Autology attempts to discuss and examine the critical role of bidirectional charging (BDC) in enhancing the adoption of battery-electric vehicles (BEVs) globally. The speakers discuss what are the different types of bidirectional charging technologies, and why are they key to grid stability amid increasing vehicle electrification. Key highlights include: BDC Overview: BDC allows EVs to both receive and send electricity, transforming them into energy storage solutions that can help balance supply and demand on power grids. Use Cases: The technology supports various applications, including Vehicle-to-Grid (V2G) for grid services, Vehicle-to-Home (V2H) for backup power, and broader Vehicle-to-X (V2X) functionalities. Industry Momentum: Major automakers like Mercedes-Benz, BMW, and Volkswagen are advancing BDC capabilities, with Nissan recognized as a pioneer in V2G technology. Policy Support: Regulatory frameworks in the EU, US, and Australia/New Zealand are promoting standardization and cybersecurity for BDC deployment. Future Outlook: By 2035, over 40% of EVs are expected to feature BDC capabilities, creating opportunities for charger manufacturers and utility partnerships. This episode underscores the potential of BDC to facilitate a sustainable energy ecosystem while boosting EV adoption. Tune in to this episode of Autology to hear about an in-depth discussion about the bidirectional charging technology, the benefits and potential challenges and S&P Global Mobility's outlook on its adoption. Speakers: Diana Quezada, Senior Research Analyst, Charging Technologies, S&P Global Mobility Amit Panday, Host and Senior Research Analyst, S&P Global Mobility. We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts!

In this episode of Autology, Matthew Beecham sits down with Mengyin Tao, Principal Research Analyst for Materials at S&P Global Mobility, and Ingo Olschewski, Director of WorldAutoSteel, to explore how advanced high-strength steel (AHSS) is reshaping modern vehicle design and manufacturing. Tune in to gain insights into the challenges and opportunities created by the rapid shift toward electric vehicles (EVs) - from the growing demand for lightweight materials to the ongoing need to maximize safety and performance. The conversation delves into innovative fabrication methods such as tailor-welded blanks and hydroforming, which boost structural integrity while cutting weight and production costs. Join us to discover how AHSS is driving innovation across the automotive industry and supporting its evolving sustainability ambitions. Don't miss this opportunity to hear expert perspectives on the future of automotive materials. Speakers:   ·         Ingo Olschewski, Director of WorldAutoSteel ·         Mengyin Tao, Principal Research Analyst for Materials at S&P Global Mobility ·         Matthew Beecham, Moderator and Research Manager, S&P Global Mobility We'd love to hear your thoughts on this episode. Reach out to us at [email protected], and discover more insights at autotechinsight.spglobal.com.   Don't forget to hit the subscribe, follow, and like buttons to stay updated with the latest episodes of Autology.   Subscribe: Apple Podcasts Spotify

Over the past decade, automotive software development has transitioned from a supporting function to a core driver of innovation within the automotive industry. As vehicles become increasingly connected, autonomous, and electrified, the demand for sophisticated software solutions continues to surge. Understanding the evolving forces shaping this landscape is essential for stakeholders aiming to make informed procurement and investment choices. From regulatory shifts to technological breakthroughs, several key forces influence the development and deployment of automotive software services. These dynamics not only impact how companies approach vendor selection but also define the strategic priorities necessary to stay competitive in a rapidly changing environment. Our software-defined vehicle (SDV) Senior Analyst Vivek Beriwal hosts Justin Moon, VP of Core Product Engineering at QNX, to discuss how automotive software development is currently placed, what are the key challenges for the developers, and how developers are increasingly adopting regionalized software development strategies. Tune in to get a nuanced perspective on how automotive software development industry is evolving globally.  Speakers: Vivek Beriwal, SDV Senior Analyst, S&P Global Mobility Justin Moon, VP of Core Product Engineering at QNX Subscribe: Apple Podcasts Spotify

Having been approved by regulations in 2022, adaptive driving beams have finally entered the North American market. Despite being adopted en masse in Europe, only two OEMs in the US have rolled out the technology. Our lighting expert Tanya Chantiri hosts Arunkumar Pesala, automotive lighting engineer at SL America Corporation, to discuss the reason for the delay, the slow adoption rates post-approval and the potential growth of the technology in the near future. Tune in to find out how and why North America's regulations and standards are more stringent than its European counterpart, as well as when the region can expect to see high-volume uptake of ADB. Speakers: Arunkumar Pesala, automotive lighting engineer, SL America Corporation Tanya Chantiri, lighting expert, S&P Global Mobility Subscribe: Apple Podcasts Spotify

In this episode of Autology, host Phil Amsrud sits down with Ali Kani, Vice President of Automotive at NVIDIA, to unpack the biggest breakthroughs from the 2025 IAA Mobility show. As the automotive industry reaches a critical inflection point, the conversation focuses on the rise of Automated Driving Control (ADC) solutions and whether we are finally entering the long-anticipated era of the Software-Defined Vehicle (SDV). Offering exclusive insights from one of the industry's most influential voices, this episode explores how NVIDIA is shaping the future of mobility—through powerful partnerships with OEMs like Mercedes-Benz, a rapidly evolving DRIVE OS software stack, and innovations in end-to-end AI that promise to transform vehicle performance, safety, and architecture. From silicon to system, Ali Kani sheds light on how new platforms and software-defined architectures are redefining what vehicles can do—and how fast they can evolve. We cut through the industry hype to spotlight the real challenges, opportunities, and technical leaps that are driving the next generation of electric and autonomous vehicles. Join us as we chart the road ahead with NVIDIA—and discover how software, data, and AI are becoming the new engines of mobility. Speakers: · Ali Kani, Vice President and general manager of NVIDIA's automotive team · Phil Amsrud, Senior Principal Analyst for the automotive semiconductor research area, S&P Global Mobility We'd love to hear your thoughts on this episode. Reach out to us at [email protected], and discover more insights at autotechinsight.spglobal.com. Don't forget to hit the subscribe, follow, and like buttons to stay updated with the latest episodes of Autology. Subscribe: Apple Podcasts Spotify

In this episode of Autology, host Phil Amsrud sits down with executives from Mobileye at the 2025 IAA Mobility show to explore the latest advancements in automotive technology. The conversation highlights their innovations in both hardware and software, with an emphasis on end-to-end solutions and software-defined vehicles. We delve into their strategic roadmap for system-on-chip hardware and software, aimed at enhancing vehicle performance and safety. As the adoption of electric vehicles accelerates, we also investigate how emerging architectures—such as separate domain controllers and centralized systems—are shaping and being shaped by evolving EV roadmaps. Join us for an informative discussion on the future of automotive technology. Speakers: Tzahi Swisa, SVP, AV Productions Projects, Mobileye Dan Galves, Chief Communications Officer, Mobileye Phil Amsrud, Senior Principal Analyst for the automotive semiconductor research area, S&P Global Mobility We'd love to hear your thoughts on this episode. Reach out to us at [email protected], and discover more insights at autotechinsight.spglobal.com. Don't forget to hit the subscribe, follow, and like buttons to stay updated with the latest episodes of Autology. Subscribe: Apple Podcasts Spotify

Welcome to a special episode of our Autology podcast, where we explore insights from some of the industry's leading players in the software-defined vehicle (SDV) market. Join us as we discuss their approaches to product development, partnerships, and revenue generation.    The SDV market is poised to transform the automotive industry by integrating advanced software into traditional vehicle functions. Original Equipment Manufacturers (OEMs) are making significant strides in deploying SDVs, with a strong focus on enhancing customer experience and operational efficiency through over-the-air (OTA) updates. Leading manufacturers, particularly BMW with its Neue Klasse, are adopting modular SDV architectures that allow for scalability and updatability across a diverse range of models. This shift not only redefines vehicle design and maintenance but also reshapes business models. Furthermore, OEMs are forging closer collaborations with technology firms to leverage AI and data analytics, unlocking new revenue opportunities through subscription services and data monetization. Ultimately, the SDV market is paving the way for smarter, more responsive vehicles that cater to modern consumer demands.    Featured speakers:     Christoph Grote, SVP of Electronics and Software, BMW Group   Joachim Mathes, CTO, Valeo Brain   Venkatraman V, Senior Practice Director, KPIT   Jeremie Bouchaud, Director of Autonomy, E/E & Semiconductor, SDVs, S&P Global Mobility    We'd love to hear your thoughts on this episode. Reach out to us at [email protected], and discover more insights at autotechinsight.spglobal.com.    Don't forget to hit the subscribe, follow, and like buttons to stay updated with the latest episodes of Autology.    Subscribe:  Apple Podcasts  Spotify 

  In this episode of Autology, our host Phil Amsrud sits down with Qualcomm's Nakul Duggal to discuss the latest developments in automotive technology. They focus on the company's latest advancements showcased this week at the 2025 IAA Mobility Show and the practical implications of software-defined vehicles.   Nakul explains how Qualcomm is working with BMW to create a new driver assistance platform. They cover the challenges of integrating complex systems and the need for safety and reliability in automotive technology.   The conversation also touches on the shift towards electric vehicles and how new architectures are influencing design and performance. If you're interested in understanding the real-world impact of these technological advancements on the automotive landscape, this episode offers straightforward insights without the fluff. Tune in for a clear look at the future of mobility.  Speakers:  Nakul Duggal, Group GM, Automotive and Industrial IoT, Qualcomm Technologies  Phil Amsrud, Senior Principal Analyst for the automotive semiconductor research area, S&P Global Mobility  We'd love to hear your thoughts on this episode. Reach out to us at [email protected], and discover more insights at autotechinsight.spglobal.com.    Don't forget to hit the subscribe, follow, and like buttons to stay updated with the latest episodes of Autology.    Subscribe:  Apple Podcasts  Spotify       

Over the last few years, some high-profile battery startups filed for insolvency in the EU and the UK region, with Northvolt being the most prime example. The Swedish battery company, which was backed by Europe's largest carmaker – Volkswagen – and was seen as the continent's hope of competing with Chinese battery manufacturers, ran out of funds, despite raising a hefty amount of over $15 billion from investors. In this podcast, battery experts at S&P Global Mobility evaluate key risks that are associated with setting up battery gigafactories in the EU and the UK region. While discussing EU policy framework, BEV slowdown and the kind of cost pressures the EU battery companies face vis-à-vis their Chinese counterparts, the experts also reveal the price gaps in battery cells produced in Europe and in China, in addition to elaborating the underlying reasons behind such battery cell economics. The discussion also includes the impact analysis of China's latest export restrictions on the preparation technologies used in the production of LFP and LMFP cells, as battery makers in the West gear up to commence production of affordable LFP cells in the near future. Tune in to this episode of Autology to dive deep into this topic and learn what lies ahead for EU and the UK's upcoming battery ecosystem. Speakers: Ali Adim, Manager of Battery Research, Supply Chain & Technology, S&P Global Mobility. Hugo Cruz, Senior Research Analyst, S&P Global Mobility. Amit Panday, moderator and Senior Research Analyst, S&P Global Mobility. We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.spglobal.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts! Subscribe: Apple Podcasts Spotify

As the industry continues to rev up production of electrified, automated and software-defined vehicles, we ask navigation giant TomTom how its systems are developing in line with these megatrends. This includes how it is attempting to overcome challenges such as HD mapping without the costly solution of sending out a global fleet of camera-topped vehicles, as well as overcoming a consumer preference for smartphone projection over embedded navigation. From 5G coverage to further expanding into the Chinese market, we explore the road ahead for TomTom and other mapping providers. Speakers: Michael Harrell, senior vice-president of engineering maps, TomTom Vivek Beriwal, software-defined vehicles expert, S&P Global Mobility Elisha Thakorlal, Autology host and OEM Strategy lead, S&P Global Mobility Subscribe: Apple Podcasts Spotify

The NIO ET9 vehicle went viral earlier this year in a video showcasing its far superior suspension system against premium European counterparts. This episode of Autology focuses on the Chinese OEM's collaboration with ZF to develop a state-of-the-art steer-by-wire system. Our experts discuss its benefits over existing technologies, including enabling fuel saving, maximizing interior space, and even the chance to sport a rectangular steering 'wheel'! Other key points include safety concerns as well as the likelihood of steer-by-wire being adopted into mainstream vehicles en masse. Press play to step into the future of steering. Speakers: Danilo Teobaldi, Principal Chief Engineer, NIO Stéphane Cassar, Vice President of Steer-by-Wire & Core Development, ZF Graham Evans, Director of Electrification Technology Research, S&P Global Mobility Mengyin Tao, Principal Research Analyst for Materials, S&P Global Mobility Subscribe: Apple Podcasts Spotify

From the ground (projection technology) up, S&P Global Mobility shines a light on the upcoming trends in automotive lighting. Industry giant Forvia Hella joins this episode of Autology with its head of lighting marketing Steffen Pietzonka, whilst Driving Vision News (DVN)'s CEO Paul-Henri Matha also brings his expertise to the roundtable discussion. Highlights include insights on the highly stylized Chinese market off the back of Shanghai 2025, the endless possibilities of ambient lighting, and the need for sustainability initiatives such as Valeo's remanufactured lamps on the Peugeot 3008. Speakers: Sascha Klapper, Lighting expert S&P Global Mobility Steffen Pietzonka, Head of lighting marketing, Forvia Hella Paul-Henri Matha, CEO, Driving Vision News (DVN) We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.spglobal.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts! Subscribe: Apple Podcasts Spotify

As the world embraces sustainable mobility, the demand for efficient and accessible electric vehicle (EV) charging solutions is on the rise. In this episode of Autology, we explore the innovations shaping the future of EV charging and their implications for drivers, manufacturers, and the environment. With the rapid increase in EVs, the supporting infrastructure is evolving just as quickly. Interestingly, while public charging stations are essential, most charging still happens at home, highlighting the need for robust domestic charging solutions. However, the current landscape presents challenges, including shifts in charging connectors, installation timelines, securing permits, and ensuring reliability for users. Additionally, incentivization strategies have boosted the rollout of charging infrastructure across Europe. Join us as we unpack these developments and discuss what they mean for the future of transportation! Speakers:  · Claudio Vittori, senior research analyst of Supply Chain & Technology at S&P Global Mobility. · Amandine De Oliveira, head of consulting, Gireve. · Matthew Beecham, moderator and research manager, S&P Global Mobility.   We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website.   Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts!

In today's episode of Autology, we look back at CERAWeek2025 through a Mobility lens. CERAWeek2025, held in Houston between March 10-14, is the world's premier energy event hosted by S&P Global. Hear from Graham Evans, Research Director from S&P Global Mobility's Supply Chain & Technology team, who was on the ground hosting panel discussions, forums and interviews with conference participants. Graham shares his reflections on the event's mobility-related talking points, including the evolving narrative around electrification, decarbonization challenges across transportation, measurement of emissions and progress towards climate goals, as well as the new mining technologies looking to facilitate raw material extraction. This, against the backdrop of this year's conference them: "Moving Ahead: Energy strategies for a complex world". Speakers: Graham Evans- Director, Electrification technology Research, S&P Global Mobility Rebecca Bellchambers- Host and Senior Research Analyst, S&P Global Mobility We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts!

Today's episode of Autology is all about the recently concluded battery focused event in Seoul - Interbattery 2025. The event continues to grow in size and importance as Korean battery makers move to innovate on safety and cost related aspects – the two key themes originating from the consumer concerns around the recent battery fire incidents and the cost pressures faced by the battery electric vehicle (BEV) manufacturers. InterBattery Seoul, the largest battery focused event globally, was attended by John Ahn, who not only reports what battery cell manufacturers and material suppliers disclosed, but also underlines notable trends that will continue to impact the global battery ecosystem. Tune in to this episode of Autology to hear about an in-depth coverage of the battery event, including the new innovations and technologies showcased by LG Energy Solutions, Samsung SDI and SK On, along with the roadmaps detailed by the key materials companies such as LG Chem and EcoPro, among others. Speakers: John Ahn, Senior Researcher, Battery Technology, S&P Global Mobility Amit Panday, moderator and Senior Research Analyst, S&P Global Mobility. We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts!

Navigating the AI Highway: Roundtable Insights from Industry Experts Today's podcast is about the use of artificial intelligence in the automotive industry, and you are here with me, Matthew Beecham, senior research analyst at S&P Global Mobility and an incredible lineup of experts from leading companies who will share their insights and experiences in this rapidly evolving field. Joining us are representatives from Monolith, Phyron, and Geotab - each bringing a unique perspective on the role of AI in their own areas of the automotive sector. Jens-Peter Sjöberg is a seasoned creative professional with extensive experience in visual effects and digital innovation. Early in his career, he contributed to the visual effects teams for notable films such as "The Lord of the Rings: The Fellowship of the Ring" (2001), the "Harry Potter" film series, "Blood Diamond" (2006), and "Superman Returns" (2006). In 2019, Jens-Peter co-founded Phyron AI, where he serves as the Chief Innovation Officer and Executive Creative Director. Phyron specializes in leveraging artificial intelligence for video production, particularly in the automotive industry, enhancing vehicle presentations and marketing strategies. Abhinav Vasu is the Associate Vice President (AVP) of Solutions Engineering for the Europe, Middle East, and Africa (EMEA) region at Geotab, a leading provider of telematics and fleet management solutions. Based in London, he leads a high-performance team that collaborates across various business aspects - from commercial to technical - to develop AI-driven solutions for customers. In his role, Abhinav emphasizes the importance of data in addressing complex challenges, particularly in enhancing fleet efficiency and sustainability. He has been involved in initiatives that utilise connected vehicle data to support fleet managers in reducing emissions and operating costs. Sam Emeny-Smith is the Head of Automotive, Defence, and Motorsport at Monolith, a company specialising in applying artificial intelligence to engineering challenges. In his role, he leverages his expertise to drive innovation and efficiency across these sectors, focusing on integrating AI solutions to enhance product development and performance. In today's human-generated episode of Autology, we're going to explore the transformative role of AI in research and development, customer experience, telematics, and fleet management. First, we'll look at how AI is reshaping the automotive landscape, enhancing everything from R&D processes to personalizing the customer journey and optimizing fleet management. We'll also discuss how AI-driven predictive models are streamlining battery testing and boosting vehicle reliability, thanks to some clever analytics and machine learning. Then, we'll shift gears and talk about the retail side of things, exploring how AI is enhancing the customer experience. We'll touch on AI-generated videos and personalized marketing, which are changing the way consumers interact with automotive brands and making the buying process more engaging and tailored to individual preferences. Finally, we'll dive into telematics and fleet management, where AI is making a big impact on efficiency and safety. Our panellists will share how machine learning is helping predict maintenance needs, optimize routes, and monitor driver behaviour, leading to cost savings and improved operational performance. We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts!

In this week's episode of Autology, Chris Heron and Claudio Vittori delve into the current landscape of electric vehicle (EV) adoption, the challenges facing the industry, and the future of charging infrastructure. Featuring insights from a global consumer survey and projections for the growth of battery electric vehicles (BEVs), this episode provides a comprehensive overview of the electrification of transportation and the innovations shaping its future. Additionally, listeners will gain valuable insights into what to expect at this year's the 38th International Electric Vehicle Symposium & Exhibition (EVS38), returning to Europe in Gothenburg after a few years, and establishing itself as the must-attend event for 2025. Speakers: Chris Heron- Secretary General of E-mobility Europe Claudio Vittori- Charging & E-Mobility Components Research Analyst Rebecca Bellchambers- Host We'd love to hear your thoughts on this episode at our email – [email protected], and you can find out much more across our website: https://autotechinsight.ihsmarkit.com/users/welcome Don't forget to hit the subscribe, follow and like buttons to stay on track with the latest Autology podcasts!   

In today's special episode of Autology, we preview the upcoming Consumer Electronics Show 2025, which will officially open on January 7 in Las Vegas. The presence of cars and automotive technologies continues to grow at CES as the industry pivots to mass producing battery electric, hybrid and software-defined vehicles (SDVs). According to the organizers of CES, Consumer Technology Association, 309 companies from the Fortune 500 are going to mark their presence at the event, which is slated to see exhibitors participating from over 160 countries and territories across the world. In addition to the high-profile keynotes from CEOs of Nvidia, Panasonic Holdings, SiriusXM and Volvo Cars, the CES 2025 is expected to see participation of companies such as Toyota, BMW, Honda, Continental, and Volkswagen's SUV brand Scout Motors, among several other big names. Tune in to this episode of Autology as we discuss what our audience can expect from this upcoming edition of CES, which begins next week in full glory. Speakers: Vivek Beriwal, Principal Analyst, S&P Global Mobility Om Sharma, Principal Analyst, S&P Global Mobility Amit Panday, moderator and Senior Research Analyst, S&P Global Mobility. We'd love to hear your thoughts on this episode at our email – [email protected], and you can find out much more across our website: https://autotechinsight.ihsmarkit.com/users/welcome Don't forget to hit the subscribe, follow and like buttons to stay on track with the latest Autology podcasts!

Today's episode of Autology is all about the rise of India's automotive components industry. With a mammoth size of $74 billion, India's auto components sector continues to grow at an average of 10%-11% year-on-year. While India's automotive industry contributes about 49%-50% of the country's manufacturing GDP, the emerging components space is a successful example of the Government's flagship 'Make in India' initiative. Key factors such as strengthening export volumes and increasing localization have led the industry to achieve a trade surplus, which marks a long journey for India's automotive supply chain that began taking shape barely 40 years ago. Narrating the remarkable growth story of India's automotive components industry, Mr Vinnie Mehta, the Director General at Automotive Component Manufacturers Association of India (ACMA) highlights how the tier one suppliers have matured from using OEM blueprints to produce parts to now investing in own R&D operations to close the gaps. In addition, he talks about the policy framework India is laying down, with a focus on local manufacturing of semiconductors, power electronics and batteries. Tune in to this episode of Autology as we discuss the fast-paced growth of India's automotive components industry, rising global stature, advancements in manufacturing and R&D capabilities, government support and the ongoing transition to electric mobility.   Speakers: Vinnie Mehta, Director General, Automotive Component Manufacturers Association of India (ACMA) Amit Panday, moderator and Senior Research Analyst, S&P Global Mobility. We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts!

In this episode, we're diving into the exciting world of emerging trends in chassis technologies. It's incredible how much has changed in this field over the past decade. We've witnessed remarkable advancements in materials, design, and engineering that have transformed vehicle performance and safety on the road. We'll explore the unique challenges that ZF faces when designing chassis for electric vehicles, focusing on the critical balance between weight, efficiency, and performance. We'll also discuss how the integration of chassis with advanced driver-assistance systems is enhancing vehicle safety and functionality. And of course, we'll look ahead at some future trends in chassis technologies that could reshape vehicle architecture as we know it. Join us as we delve into these changes and what they mean for the future of transportation. Speakers: Andre Engelke, Head of System House Vehicle Motion Control at ZF Group. Patricio Barbale, Principal Research Analyst, Automotive Supply Chain & Technology, S&P Global Mobility. Matthew Beecham, moderator and research manager, S&P Global Mobility. We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts!

Today's episode of Autology is based on a recently published battery report, which aims to forecast the evolution of battery prices by analyzing the historical data. EV batteries account for about 30% to 40% of the total cost of a battery electric vehicle (BEV), making it the single most strategic component that is not only keeping the prices of BEVs more than their ICE counterparts but is also pushing the carmakers to rework their respective global supply chains. As a result, the price of an EV battery and the factors contributing to it remains one of the key topics of interest for the vehicle manufacturers globally. For long, it was believed that battery electric and ICE cars will achieve price parity once the price of a lithium-ion battery pack gets to a $100 per kWh, resulting into a widespread adoption of BEVs globally. Our battery experts try to explain the relevance of this riddle by using S&P Global Mobility data sets and factoring in the volatility of battery material prices. The podcast also gives an insight on the difference in battery production costs in mainland China and Europe and North America and factors contributing to these dynamics. Tune in to this episode of Autology as we discuss the evolution in the price of batteries, most favored battery chemistries and new innovations and the impact of global BEV slowdown on the supply chain. Speakers: Ali Adim, Manager of Battery research, Supply Chain & Technology, S&P Global Mobility. Hugo Cruz, Senior Research Analyst, S&P Global Mobility. Amit Panday, moderator and Senior Research Analyst, S&P Global Mobility. We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts!  

 The automotive market is going through some exciting changes. Cars are getting smarter with advanced sensors, communication capabilities, and autonomous driving features. This means car interiors are getting a makeover, and electronics are becoming a major cost component. Displays are becoming a common sight in new vehicles, with all sorts of cool options like curved displays that span the width of a dashboard, big screens for rear-seat entertainment, transparent side window displays, displays for rear-view mirrors, and of course, head-up displays (HUDs).    HUDs are especially important because they help improve driver awareness and reduce distractions, making driving safer and more focused.  A HUD is an impressive piece of automotive technology that displays important information on a transparent screen directly in the user's line of sight. Initially designed for military aviation to enhance pilots' awareness while keeping their focus forward, HUD technology has expanded to various industries, especially the automotive sector. From fighter jets to cars like the Volkswagen Golf and Kia Niro, HUD technology has come a long way.    Tune in to this episode of Autology as we discuss the evolution of HUDs and the gradual emergence of holographics.    Speakers:  Vivek Beriwal, supply chain and technology analyst, S&P Global Mobility  Andy Travers, CEO of Ceres Holographics.   Matthew Beecham, moderator and research manager, S&P Global Mobility.  We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website.   Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts! 

The software-defined vehicle (SDV) is another new buzz phrase in the car industry. SDV refers to vehicles that can enhance their capabilities through software updates, eliminating the need for physical part replacements. It's not just about updates though. It's about bringing fresh value to your car. Tune in to today's episode as we discuss the benefits of SDV's, how the automotive industry is tackling the transition, and the impacts on the vehicle supply chain. Speakers; Aaron Dale, User Experience and Connected Car expert, S&P Global Mobility Heiko Huettel, vice president and software products business lead of Harman Automotive's intelligent cockpit business unit. Matthew Beecham, moderator and research manager, S&P Global Mobility. We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts!

In this episode, we are discussing the growing adoption of lithium iron phosphate batteries (LFP). LFP batteries are highly regarded for their stability, long lifespan, and resistance to heat degradation. While they have been popular in China, they are now gaining traction in North America, with automakers like Tesla, Ford, and Rivian already planning to incorporate them into their electric vehicles. As technology continues to advance, the performance gap between LFP batteries and other battery types is expected to narrow. However, there are supply chain challenges that need to be addressed for wider adoption in the low-cost sector. Join us to gain insights into the current state and prospects of the LFP market. Speakers: Ali Adim, Manager, Battery research, Supply Chain & Technology at S&P Global Mobility. Dan Blondal, CEO, Director and Founder of Canadian battery materials maker Nano One. Matthew Beecham, moderator and research manager, S&P Global Mobility. Key takeaways: Striking a balance between protecting domestic industries and fostering healthy competition is paramount for the long-term sustainability and competitiveness of the battery market. Governments must create economic conditions and environmental incentives to nurture companies and support innovation for cleaner, greener, and diversified supply chains. Collaboration is key in diversifying the supply chain from China and creating independent know-how and supply chains in North America. China's dominance in the battery industry presents a challenge, but there is still huge growth potential in the EV and energy storage sectors in North America. Demand for batteries, battery materials, and critical minerals exceeds supply, indicating a strong market opportunity. Governments must foster growth, opportunity, and competitiveness with policy that levels the support for LFP and nickel manganese cobalt (NMC) batteries. Americans should add phosphorus and iron to the list of critical minerals to incentivize supply chain diversification. Support for innovation that addresses the need for cleaner, greener, and diversified supply chains is crucial. Collaboration between governments, investors, and the battery sector is essential to support innovation and foster growth in the industry. This collaboration should focus on developing economic conditions and environmental incentives that nurture companies and promote competitiveness. By learning from other expert nations and restricting ownership, North America can develop its own independent know-how and supply chains. Customization of supply chains for the region's specific needs and conditions is crucial for success. This approach will enable North America to compete with China's dominance in the battery market and achieve a secure and cost-competitive supply chain. We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts!

The 2024 S&P Global Autonomous Driving Consumer Survey asked nearly 8,000 global participants on what they think about specific ADAS features to understand their willingness to pay, their interest in these driver-assist technologies and what specific features they desire to have in their cars. The survey produced some very interesting results. For example, about 91% of global respondents consider safety ratings when purchasing new vehicles, and 81% of global respondents would even be willing to pay extra for vehicles with higher safety ratings. Tune in to hear about the consumer perception of ADAS features in their cars. Speakers: Amit Panday, moderator and electric mobility expert, S&P Global Mobility Mariana Gongora, connected car and vehicle experience expert, S&P Global Mobility. We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts!

Billed as the world's premier energy event and described by the Financial Times as "the Davos of Energy", CERAWeek took place on March 18-22 in Houston, Texas. The key theme for 2024 was "Multi-dimensional energy transition: Markets, climate, technology and geopolitics". In this episode of Autology, S&P Global's vehicle electrification expert and CERAWeek panelist Graham Evans, provides an in-depth insight into all the mobility-related discussions. This includes the major issues from the politically sensitive nature of mining minerals all the way to bottlenecks at the charging infrastructure level. Tune in to hear how the scoops from on-stage impact the global stage. Speakers: Elisha Thakorlal, moderator and OEM strategy expert, S&P Global Mobility Graham Evans, director of Electrification Technology Research, S&P Global Mobility. We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts! Subscribe:   Apple Podcasts Spotify

With an increasing industry focus on vehicle software, S&P Global Mobility's exports discuss how 'the cloud' is set to transform the automotive experience. This includes a detailed explanation of edge computing, the importance of its development and its real-world applications. Tune in to reveal how cloud and edge infrastructure will become the backbone of the transformative journey towards more connected, autonomous, shared, and electric vehicles. Read the full 'SDV cloud and edge computing: Market outlook' report for further details on the subject, including in-depth analysis per OEM (subscription dependent). Speakers: Elisha Thakorlal, moderator and OEM strategy expert, S&P Global Mobility Manuel Tagliavini, software expert, S&P Global Mobility We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts! Subscribe: Apple Podcasts Spotify

More than 135,000 visitors travelled to Las Vegas for the Consumer Electronics Show (CES) 2024, including those from the automotive industry. S&P Global Mobility analysts were also in attendance and, in this episode of Autology, speak about the key themes and showcases. One of which was the focus on generative artificial intelligence (GenAI), with Volkswagen, for example, partnering with Cerence to integrate ChatGPT into its vehicles. Iqbal Arshad, Chief Technology Officer at Cerence, joins the second half of this episode to discuss how this project aims to significantly improve user interaction associated not only with voice assistants but also the entire in-vehicle experience. Tune in to reveal how simple phrases like "I'm cold" or even "I fancy butter chicken!" can be seamlessly actioned by the vehicle of the future. Speakers: Kyle Davis, Connected Car and Vehicle Experience expert, S&P Global Mobility Brock Walquist, ADAS and autonomy expert, S&P Global Mobility Iqbal Arshad, Chief Technology Officer, Cerence We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.spglobal.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts! Subscribe: Apple Podcasts Google Podcast Spotify

To round off the year, S&P Global Mobility analysts discuss the key developments that have occurred in and around CASE (connected, automated, shared and electric) vehicles and technologies. From the near extinction of AM radio to the progress made on EV infrastructure installations, this episode of Autology discusses the impact of all on the wider automotive industry. It also previews what trends we can expect come 2024 and the challenges that both OEMs and suppliers are likely to face. Speakers: Vivek Beriwal, Supply Chain and Technology analyst, S&P Global Mobility Selva Subramanian, Supply Chain and Technology analyst, S&P Global Mobility We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts! Subscribe: Apple Podcasts Google Podcasts Spotify

Electric vehicles are here, and seemingly here to stay. But many of us are expectantly awaiting more affordable models, more breadth of choice and more real-world range. Electric motor developments will be critical to this, so who better to discuss this with than one of the industry's leading development consultancies? In this episode of Autology, S&P Global Mobility's Director of Electrification Technology Research Graham Evans is joined by Jason Schneider, Team Lead - Electrified Powertrain and Paul Sims, Chief Technical Specialist - Electric Machines of Drive System Design. Anna Buettner poses the questions as they discuss electric motor technology trends, electrification development challenges, changing project deliverables and potential industry bottlenecks. Tune in to hear independent, technical and objective perspectives around one of the automotive industry's most pressing and dynamic engineering challenges. Speakers: · Jason Schneider, Team Lead - Electrified Powertrain, Drive System Design · Paul Sims, Chief Technical Specialist - Electric Machines, Drive System Design · Graham Evans, Director of Electrification Technology Research, S&P Global Mobility We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts! Subscribe: Apple Podcasts Google Podcasts Spotify Stitcher

While it may seem that autonomous vehicle developments have stalled following a previous race to L4/L5 capabilities, there are still major shifts underway to make the dream a reality. S&P Global Mobility's autonomy experts reveal what's happening both in Greater China and the United States, from the key players in the market to the cost parity goals that they are trying to achieve. Tune into this episode of Autology to find out when robotaxis are likely to become mainstream, whether it will be traditional carmakers or new technology companies leading the way, and if they will render private-car ownership useless. Speakers: Owen Chen, autonomy expert at S&P Global Mobility Brock Walquist, autonomy expert at S&P Global Mobility We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts! Subscribe: ·         Apple Podcasts ·         Google Podcasts ·         Spotify ·         Stitcher

Imagine a world where you can have a conversation with your car – ask it to find an alternative traffic-free route home or for it to actively warn you that the front-left tire is low on air, or even perhaps a quick-witted exchange in true Knight Rider KITT style! That seemingly fiction technology could soon be coming to a car near you with OEMs currently developing AI-powered large-language models (LLMs) like ChatGPT for in-vehicle use. In this Autology episode, our experts discuss the real-world benefits of LLM integration as well as the challenges car makers, suppliers and AI companies need to overcome in order to roll out the technology successfully and without controversies such as privacy issues as well as the nuances of the LLM providing the 'correct' solution. Tune in to find out who the early adopters are in the automotive market, whether or not our experts believe that LLMs and personalized voice assistants are just a fad, and much more. Speakers: ·       Venkat V, Head of Strategy, Connected vehicle practice, KPIT ·       Vivek Beriwal, Connected car and UI/UX analyst, S&P Global Mobility We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts! Subscribe:   Apple Podcasts Google Podcast Spotify  Stitcher  

What's the next stop on Electric Avenue? This episode of Autology answers exactly that, with particular focus on technology that drives electrified vehicles. Our special guest Ben DeLand, Director of Electrical Hardware Engineering at GKN Automotive, gives the perspective from a major tier-1 supplier while Graham Evans, S&P Global Mobility's Director of Electrification Technology Research, reveals forecast details such as battery demand and developments. With EV production on the rise, our speakers also discuss the implications of carmakers bringing in component manufacturing in-house. How will the supply chain respond to this potential loss of business? Listen in to this episode to find out all. Speakers: Ben DeLand, Director of Electrical Hardware Engineering, GKN Automotive Graham Evans, Director of Electrification Technology Research, S&P Global Mobility We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts! Subscribe: Apple Podcasts Google Podcasts Spotify Stitcher

What will it take for drivers to not only trust ADAS and autonomous technology, but to also pay for it above and beyond a car's retail price? S&P Global's 2023 ADAS & Autonomous Driving Consumer Survey reveals all, including which technologies are most and least desirable. In this episode of Autology, our experts give a sneak peek of the Survey results and also discuss whether or not global autonomy trends coincide with consumer sentiment. Speakers: Yanina Mills, senior analyst for Consumer Insights at S&P Global Brock Walquist, senior analyst for Autonomy at S&P Global We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts! Subscribe: Apple Podcasts Google Podcasts Spotify Stitcher

How quickly is the global network of xEV charging infrastructure growing? Is this growth sufficient to cater to the number of electrified vehicle owners? In this episode of Autology, S&P Global's battery charging expert Claudio Vittori is joined by Federica Brambilla, Business Development Manager for the EV Charging Services business at Diebold Nixdorf. They not only discuss the forecasted quantity of charging stations, but also the quality. Too often, charging infrastructure is plagued with vandalism, vehicle connection issues as well as failed payments. Tune into this podcast to find out what it takes for a seamless charging experience moving forward. Speakers: Claudio Vittori, battery charging expert at S&P Global Mobility Federica Brambilla, Business Development Manager for the EV Charging Services business at Diebold Nixdorf We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts! Subscribe: · Apple Podcasts · Google Podcasts · Spotify · Stitcher

Discover how significantly the automotive industry will be impacted by the EU's recently proposed Critical Raw Materials Act. This includes sourcing rare earth elements for e-motors and batteries. As well as outlining the details of the Act, S&P Global's experts will further reveal the forecasted demand for some of the components included in the legislation. Will the CRMA also be an effective response to the US's Inflation Reduction Act? Find out in this episode of Autology. Speakers: Elisha Thakorlal - OEM Strategy lead, S&P Global Mobility Ali Adim - Battery expert, S&P Global Mobility Peeyush Garg - Propulsion expert, S&P Global Mobility We'd love to hear your thoughts on this episode at our [email protected] email, and you can find out much more across the autotechinsight.ihsmarkit.com website. Don't forget to hit all the subscribe, follow and like buttons to stay on track with the latest Autology podcasts! Subscribe: Apple Podcasts Spotify Stitcher