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Jan 15, 07:41
EU implements minimum price mechanism for Chinese electric vehicles, reshaping competition in Europe
The EU has introduced a minimum price commitment mechanism for Chinese battery electric vehicles (BEVs), fundamentally altering the competitive landscape in Europe. This move shifts the contest from tariff disputes to complex challenges surrounding cost structures and market positioning across various automakers.
EV manufacturer Ola Electric has rolled out Ola Shakti, a residential battery energy storage system (BESS), from its gigafactory in the Krishnagiri district of Tamil Nadu, marking the company's formal entry into India's residential energy storage market and an expansion beyond its core automotive business, according to ANI, PV Magazine, and the Economic Times.
China's total trade in goods reached CNY45.47 trillion (approx. US$6.51 trillion) in 2025, marking a 3.8% year-over-year increase and setting a new record, the General Administration of Customs announced on January 14. Exports rose 6.1% to CNY26.99 trillion, while imports edged up 0.5% to CNY18.48 trillion, maintaining China's status as the largest merchandise trader globally.
At CES 2026, leading global panel makers focused on microLED and OLED technologies while showcasing AI-driven smart cockpits. The event revealed a shift in automotive display roles from mere entertainment accessories to becoming the core of vehicle-to-home connectivity.
Under the neon glow of CES 2026, the global auto industry appeared to be undergoing a quiet but consequential shift. The focus was no longer confined to vehicle electronics or electrification. Instead, it had expanded into a neighboring — and potentially transformative — domain: artificial-intelligence-driven robotics.
U-Best Innovative, a subsidiary of Sun Yad Group, announced the development of a water-based resin developed in collaboration with major domestic manufacturers of automotive interior materials. The company is also expanding partnerships with local firms to enter sectors including electronics, medical devices, green energy, optical films, and flexible HC materials.

The EU said this week that it is considering setting minimum import prices for Chinese-made electric vehicles (EVs), a move that would replace the steep anti-subsidy tariffs currently in place. The proposal is widely seen as a signal of easing trade tensions between Europe and China, aiming to protect European automakers while allowing Chinese manufacturers to preserve reasonable profit margins. China's Ministry of Commerce has welcomed the idea.

The exhibition halls brimmed with visions of the future: autonomous vehicle cabins designed for emotional interaction, humanoid robots capable of perceiving their surroundings with uncanny depth, and increasingly sophisticated in-car AI systems promising to redefine mobility. The spectacle suggested an industry on the brink of transformation.

If the main stage at CES 2026 still tried to preserve a sense of future possibility for software-defined vehicles, conversations away from the spotlight told a different story. In private discussions among supply-chain executives and engineers, the tone was noticeably cooler; it is pragmatic, cautious, and marked by hard-earned restraint.

At CES 2026, the global auto industry's conversation has shifted. The focus is no longer confined to the aspirational language of software-defined vehicles (SDVs), but increasingly to the physical limits those ambitions must confront. Battery-electric vehicles are often cast as the most natural embodiment of this future. Yet quietly, and perhaps more consequentially, vehicles powered by internal combustion engines are running up against a harsh and largely irreversible constraint of their own: the physics of computing.

MediaTek recently announced its December 2025 and full-year revenue results. December revenue reached NT$51.266 billion (approx. US$1.6 billion), up 9.32% month-over-month and 22.99% year-over-year, while the full-year revenue totaled NT$595.966 billion, marking a 12.32% year-over-year increase. The strong rebound in December not only pushed annual revenue close to the NT$600 billion mark but also surpassed the company's high-end fourth quarter financial forecast.
Benefiting from increased shipments of new and existing electric vehicle (EV) models, LED automotive lighting module maker Laster Tech reported consolidated revenue of NT$2.201 billion (approx. US$69.5 million) for the fourth quarter of 2025, marking a quarter-over-quarter growth of 8.83%. The company plans to adopt a selective order strategy in the Chinese market while enhancing its competitiveness within the North American supply chain.