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Sep 15
German automakers advocate technology neutrality ahead of EU carbon emission review
IAA Mobility in Munich, Germany, is generally seen as a key indicator for the global automotive industry, compared to CES in Las Vegas, the US, which is a showcase of the strengths of innovative technologies. However, the EU is set to review carbon emission regulations in mid-September 2025, shortly after this year's IAA Mobility. At this sensitive juncture, the direction of the IAA seems to have taken a sharp turn.
Fan manufacturer Yen Sun Technology (YS Tech) expects solid operational growth for the full year of 2025. Despite challenges in August, such as European automakers entering their summer shipment offseason and cautious sentiment regarding US tariffs, automotive-related sales within China remained strong. Additionally, the ongoing artificial intelligence (AI) boom continues to drive demand for its high-end networking and IT products.
The Trump administration has officially reduced the tariff rate on passenger cars imported from Japan from 27.5% to 15%, effective from 12:01 a.m. on September 16, 2025 (1:01 p.m. Japan time), according to documents released by the US Department of Commerce. However, ambiguity remains over whether Japan's semiconductor and pharmaceutical industries will receive most-favored-nation (MFN) treatment under the agreement.
Leading European carmakers have called on the EU to ease strict CO2 emission rules and support various powertrain technologies like hybrids to meet market needs. However, the EU has responded cautiously, postponing any decisions on loosening the targets.
China's technology industry is witnessing a surge in demand for domestic production and automation equipment, driven by broad environmental trends. The development pace differs across regions, reflecting local industrial ecosystems, with the emerging "low-altitude economy" gaining recognition as a vital sector for future growth.

In the ongoing transformation of the global automotive industry, one shift stands above the rest: the rise of the software-defined vehicle, or SDV. More than a technological upgrade, the move toward SDVs is reshaping vehicle architecture, supply chains, and the strategic priorities of automakers and semiconductor companies alike.

Following its major deal with Tesla, Samsung Electronics has won an order from Israeli IC design company Valens Semiconductor to manufacture next-generation automotive system chipsets based on the MIPI A-PHY standard. The chips are expected to be produced using FinFET process technology.
The global push for lightweight materials is reshaping industries from automotive to aerospace, and magnesium alloy die-casting specialist Waffer Technology is riding that wave. Having expanded from consumer goods into automotive components, the company is now moving into the commercial drone sector.
Although the International Motor Show Germany (IAA) in Munich this year was smaller in scale compared to past years, the exhibition still highlighted clear trends in the industry. Software-defined vehicles (SDV) will continue to advance, with a more pragmatic approach in terms of autonomous; and powertrain systems are no longer aimed at just battery electric vehicles (BEV), but can be applied in a wide range of systems. Moreover, another key point this year is whether automotive designers can effectively utilize the space in different systems.
In an effort to secure rare earth supplies outside China, the Indian government is reportedly engaging with Myanmar's non-state armed group, the Kachin Independence Army (KIA), to obtain rare earth samples.
At IAA Mobility 2025 (September 9-14), electrification once again dominates the global automotive conversation, with China, Europe, and the US racing to secure market leadership. Yet industry players warn that beyond scaling electric vehicle (EV) production, the industry faces a critical "last two miles" challenge: securing connected cars and overcoming consumer adoption barriers.
At the OktoberTech Taipei event held on September 11, 2025, Infineon Technologies AG unveiled key developments in its automotive electronics portfolio, with CEO Jochen Hanebeck and senior executives attending in person. The company highlighted its future trajectory, notably its plan to introduce RISC-V-based automotive microcontroller units (MCUs) aimed at the evolving demands of software-defined vehicles (SDVs), with a full lineup expected by 2028.