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Oct 16, 11:58
DIGITIMES Insights: China's automakers pursue three humanoid robot strategies as EV supply chains offer 60% overlap
Chinese automakers are accelerating their expansion into humanoid robotics, leveraging artificial intelligence (AI) technologies, electric drive systems, and supply chain resources developed through their automotive businesses, according to DIGITIMES Intelligence.
Volvo Cars and Nvidia are expanding their partnership to develop automated-driving technology for future Volvo vehicles, with potential implications for drivers worldwide. The system is designed to handle highways, urban streets, and parking while gradually introducing eyes-off and mind-off driving, combining Volvo's safety expertise with Nvidia's sensors, computing, and software.
Chun Yuan Steel expects Taiwan's auto market to deliver its strongest quarter of 2026 in the final three months, lifting full-year new-vehicle sales to 430,000 units from 411,000 in 2025. The steel processor also anticipates fresh growth opportunities as Kuozui Motors begins exporting finished vehicles to Japan, potentially strengthening Taiwan's position in Toyota Motor's global production network.
Samsung SDI will begin mass-producing cylindrical lithium iron phosphate (LFP) batteries for AI servers as early as June 2027, marking the first adoption of cylindrical LFP backup batteries by a South Korean battery maker. The move expands the company's product portfolio beyond its traditional focus on ternary batteries as AI data centers drive rapidly growing demand for battery backup units (BBUs).
As artificial intelligence increasingly blurs the boundary between the digital and physical worlds, complications associated with real-world deployment — particularly the extreme variability of physical environments — are emerging as a subtler configuration challenge in the industry spotlight.
Toyota Motor Corp. plans to sell 1,000 units of its compact electric bus, the e-Palette, within five to six years as it prepares to introduce a Level 4 autonomous driving version in fiscal 2027, which runs from April 2027 through March 2028. The target is more than 10 times the vehicle's current sales, positioning the e-Palette for broader use in mobility services across Japan.
BYD plans to launch a large-scale hiring drive in Europe, aiming to increase its local workforce to about 40,000 by 2030 as it seeks to become a leading automaker in the region. Stella Li, BYD's executive vice president for overseas operations, told Bloomberg Television at the Paris Motor Show on October 12 that the company's commitment to Europe is firm and long term.
Automotive parts supplier Hiroca saw an increase in overseas contributions for the first three quarters of 2026, with international markets accounting for more than 50% of the company's revenue during the period, up from the roughly 45% in the same period of 2025. This offset weakness in the auto industry resulting from the traditional third-quarter off-peak season, as well as a volatile baseline for September. The company continues to expand operations in Dongguan, China, and its overseas bases in North America, Mexico, Japan, and South Korea, which will bring sustained mid- to long-term growth momentum. Moreover, the company expects performance in the second half of 2026 to outpace the first half, as automakers ramp up orders for the traditional peak season in the fourth quarter.
Yulon Nissan Motor president Chen-hsiang Yao expects Taiwan's auto market to remain at approximately 420,000 vehicles in 2026, excluding heavy vehicles, supported by growing demand for luxury cars and new energy vehicles (NEVs). While market saturation and shifting consumer preferences pose challenges, a potential resolution of US tariff issues could provide additional momentum.
LG Electronics is reportedly working with Bosch to develop automotive chiplets, a move that would mark LG's formal entry into the automotive semiconductor market if the technology reaches production and wins customers. The business could also create synergies with the LG Group's broad automotive electronics operations.
China-based automakers are mounting an aggressive push into Europe, enjoying rapid early momentum. However, supply chain analysts note that the ultra-fast development model perfected in their domestic market cannot be seamlessly replicated in Europe. Currently, at least three hidden barriers test their cross-border adaptability.
China will reduce its export tax rebate for new energy vehicles (NEVs) from 13% to 9% on April 1, 2027, increasing cost pressure on automakers, particularly those selling lower-priced models with thin profit margins. The Ministry of Finance and State Taxation Administration announced the four-percentage-point reduction on October 12.