Due to the slowdown in electric vehicle (EV) demand and intensified competition in the battery market, South Korea's major battery manufacturers LG Energy Solutions (LGES), SK On, and Samsung SDI have shown lackluster performance. However, as global IT and automotive companies actively invest in the humanoid robot industry, batteries dedicated to humanoid robots are poised to become a key factor in reversing this trend.
Tesla CEO Elon Musk has confirmed that the company's first LFP battery plant in the US—located in Sparks, Nevada—is nearing completion and will soon begin production. The facility will have an initial annual capacity of 10GWh, primarily serving Tesla's energy storage product Megapack and select vehicle models.
Next-generation lithium ceramic battery manufacturer ProLogium announced that its cumulative shipments have officially surpassed 2.4 million units as of the first half of 2025, marking a significant milestone since its inception in 2013.
China's first-tier electric vehicle (EV) manufacturer Nio has taken a significant step forward in its chip self-sufficiency strategy, announcing that its chip division has officially spun off from the parent company to form a new entity, Anhui Shenji Technology. The spin-off has completed mass production and large-scale vehicle integration of its first self-developed automotive-grade 5nm smart driving chip, the Shenji NX9031, marking a new phase from chip development to commercial application.
In-vehicle infotainment (IVI) systems are a key feature of smart cockpits and the driving technology experience, but their high failure rates and quality issues have become a major problem for car manufacturers.
VinFast has opened its second factory in Ha Tinh province, Vietnam, to ramp up compact EV production. The new facility will support the launch of models like the VF 3 and Minio Green, aiming to boost domestic supply and exports while reinforcing the company's regional expansion strategy.
At the 2025 Shanghai Auto Show, Intel made a high-profile debut in the automotive space, unveiling its second-generation AI-enhanced system-on-chip (SoC) for software-defined vehicles (SDVs) and announcing partnerships with Chinese firms, including Black Sesame Technologies and ModelBest. The event signaled what many believed was a renewed push by the semiconductor giant to become a serious contender in China's rapidly evolving electric and smart vehicle market.
On July 1, 2025, Formosa Smart Energy (FSET) announced the completion of Taiwan's first integrated demonstration line for LFP battery recycling, combining front-end physical crushing with back-end chemical extraction.
Honda has postponed the launch of its next-generation hydrogen fuel cell factory, pushing back the production timeline with no new start date confirmed. Citing reports from Nikkei and Jiji Press, the company now plans to reduce the facility's annual capacity to fewer than 20,000 units, down from the originally projected 30,000. The plant, located in Tochigi Prefecture, was initially slated to begin operations in fiscal 2027 (April 2027–March 2028).
Three Taiwanese companies that have formed a strategic alliance eyeing the behind-the-meter (BTM) energy storage market maintain that locally-made batteries are highly competitive.
Compal Electronics announced that the first phase of its new manufacturing base in Czeladz, Poland, has been completed, marking an important milestone in the company's expansion into the European automotive electronics market.
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