As China's auto market wrapped up 2025, disclosures from leading carmakers confirmed another milestone year. Vehicle exports are expected to surpass 7 million units, ranking first globally, while NEV exports exceeded 2 million units in the first ten months, up nearly 90% year-over-year.
CES 2026 has become a muscle-flexing arena for advanced autonomous driving. Nvidia's CEO, Jensen Huang, used the stage to unveil a new "Vision-Language-Action" (VLA) model, Alpamayo 1. The system is capable of chain-of-thought reasoning, allowing vehicles to "think" and explain decisions in a way that resembles human cognition. Huang framed the moment as nothing less than the "ChatGPT moment for physical AI."
As 2026 opens, the global electric vehicle (EV) market is entering a pivotal phase. Tesla China has rolled out a five-year, zero-interest financing program covering its core models — Model 3, Model Y, and the six-seat Model Y L — paired with a CNY8,000 (approx. US$1145.52) paint-option incentive.
The lights at the 2026 Consumer Electronics Show (CES 2026) still blaze as brightly as ever. However, for the global auto industry, CES has long ceased to be a mere technology spectacle. It has become a proving ground for something far more consequential: a reassembly of the industry's "soul and body," where control of the future—and the reshaping of business models—is very much at stake.
The day before the opening of the 2026 Consumer Electronics Show (CES 2026) in Las Vegas, Nvidia and Advanced Micro Devices (AMD) each held keynote speeches. Like Computex, Nvidia hosted its keynote and showcase independently outside the exhibition venue, while AMD served as CES's first official keynote speaker. There was a clear sense of rivalry between the two, with each having a unique approach and style.
Mobileye, the Israeli autonomous driving technology company, said on January 5, 2026, that it had reached a partnership with a US automaker ranked among the world's top 10 to integrate its next-generation EyeQ6H chip into several mass-market and premium vehicle models. The company did not name the customer, but analysts cited by Calcalistech have suggested it could be General Motors.
ProLogium Technology said it will co-exhibit with engineering services provider FEV Group at the Consumer Electronics Show (CES) in Las Vegas in January 2026, where the two companies plan to present a concept next-generation electric vehicle (EV) battery module based on ProLogium's superfluidized all-inorganic solid-state lithium ceramic battery technology.
Johor, Malaysia, is pursuing a deal with Chinese battery manufacturer Gotion High-tech to build a lithium battery factory, aiming to establish itself as a key center for electric vehicle (EV) and energy storage battery production. Johor State Minister Onn Hafiz Ghazi recently led a delegation to China, engaging with executives from Gotion High-tech, BytePS, Alibaba Group Holding Ltd., and other firms.
Hesai Technology said Nvidia has selected it as a lidar partner for Nvidia DRIVE AGX Hyperion 10, a reference compute and sensor architecture designed to support Level 4 autonomous driving. The platform is intended to provide automakers and developers with a standardized foundation for building and validating AI-defined vehicles and fleets.
ProLogium Technology, a developer of lithium ceramic solid-state batteries, marked its 20th anniversary at CES 2026 by unveiling its proprietary "Superfluidized All-Inorganic Solid-State Lithium Ceramic Battery" technology. The company also introduced a new generation of electric vehicle (EV) battery modules and outlined plans to extend the platform into applications including electric construction machinery, e-bikes, humanoid robots, and energy storage systems (ESS) for AI data centers.
Innolux subsidiary CarUX completed its merger with Pioneer on December 1, 2025. At CES 2026, the two companies will unveil new technologies and exhibits that underscore their combined capabilities in visual and acoustic integration.
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