As artificial intelligence (AI) reshapes the global auto industry, Germany—the historic heart of automotive excellence—finds itself unexpectedly lagging. According to a recent report by McKinsey & Company, German automakers are trailing their American and Chinese counterparts in the race to integrate AI across production lines, vehicles, and enterprise systems.
As the global auto industry shifts toward electrification, autonomy, and digitalization, the collection and processing of data have become central to innovation, particularly in autonomous driving. Automotive cameras, despite their compact size, are now mission-critical components. For Taiwan's optical manufacturers, the sector presents a tempting opportunity. Yet two formidable obstacles remain: China's early dominance in the market, and automakers' prioritization of cost over quality.
Tesla and Samsung have struck a US$16.5 billion chip deal seen as a win-win, with Samsung's Texas fab set to produce Tesla's next-gen AI6 chips. Tesla gains customized supply chain support, while Samsung strengthens its foundry credibility and expands its external client base.
Mitsubishi Fuso Truck and Bus Corporation (MFTBC), a leading name in Japan's commercial vehicle industry, and Hon Hai Technology Group (Foxconn), the world's largest electronics manufacturer, have signed a memorandum of understanding (MOU) to explore a strategic collaboration in the field of zero-emission buses. The partnership aims to accelerate the deployment of clean mobility solutions in Japan and global markets.
China's fiercely competitive auto market is entering a new phase of high-stakes rivalry, with two private-sector titans — Geely Automobile and BYD — locked in an increasingly intense battle for dominance.
