LG Energy Solution has ended its battery supply agreement with US module maker FBPS (Freudenberg Battery Power System), following a separate contract termination with Ford Motor Company, marking the combined termination of deals worth approximately KRW13.5 trillion (US$9.38 billion). The move reflects ongoing instability in the electric vehicle (EV) battery sector amid subdued vehicle demand.
Samsung Electronics has begun supplying its advanced Exynos Auto V720 processor to BMW's iX3 electric vehicle, signaling the company's formal entry into the automotive semiconductor market, according to Hankyung and Yonhap News Agency. The chip, manufactured using a 5nm process, powers the in-vehicle infotainment (IVI) system of BMW's new generation EV series, Neue Klasse.
At the close of 2025, the European Commission dropped a bombshell on the continent's auto industry with its new Automotive Package, introducing unprecedented uncertainty for manufacturers and fleet operators alike.
The global automotive industry experienced moderate growth in 2025, driven by electrification and smart technologies. But rising geopolitical risks, cost pressures, and uneven regional demand are deepening market segmentation. As automakers recalibrate strategies, component suppliers—particularly in Taiwan—are positioning for a cautious and highly selective recovery heading into 2026.
If the years from 2021 to 2023 marked an era of idealism—when the global auto industry appeared to sprint in unison toward an all-electric future—2025 signals the beginning of a different phase. Electrification is no longer a singular creed. It has become a series of pragmatic choices, weighed against cost pressures, policy uncertainty, and rising geopolitical risk.
MediaTek has announced a collaboration with Japanese automotive giant Denso to jointly develop customized SoC products for advanced driver-assistance systems (ADAS) and smart cockpit technologies. By combining Denso's expertise in automotive safety standards with MediaTek's chip development experience and IP portfolio, the partners aim to rapidly create and mass-produce solutions tailored to automakers' specific needs.
Despite headwinds in Taiwan's overall auto market in 2025, the electric vehicle (EV) segment has gained notable momentum in the second half of the year. Competition is intensifying among models priced below NT$1.5 million (approx. US$47,770), while the sub-NT$1 million range is emerging as a primary battleground for a head-to-head showdown between domestic and imported EVs.
Foxconn's operating structure is clearly shifting. Previously driven mainly by consumer electronics cycles, it is now gradually tilting toward AI servers, cloud, AI infrastructure, and high-performance computing (HPC). With continued investment and deployment in emerging businesses such as electric vehicles (EVs), results are expected to surface in 2026.
Chinaese semiconductor supplier Guoxin Micro has moved to spin off its automotive controller chip business into a new company. It has brought in a CATL subsidiary as a strategic shareholder in a step aimed at strengthening funding capacity and positioning for rising demand from electric and intelligent vehicles.
As demand for electric vehicles cools in the United States, Honda Motor of Japan and LG Energy Solution of South Korea are making a significant course correction in their North American electrification plans.
After attending the 2025 Guangzhou Auto Show, DIGITIMES analyzed the latest strategies unveiled by leading automakers and suppliers in two pivotal areas: energy replenishment technologies and advanced intelligent driving. The conclusion was hard to miss. Chinese carmakers have accumulated deep technical capabilities in both domains and are moving steadily toward a long-held ambition: making electric vehicles refuel as quickly as gasoline cars, while bringing high-level autonomous driving into everyday use.
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