Despite the EU imposing anti-subsidy tariffs on Chinese battery electric vehicles (BEVs)—bringing total tariffs to nearly 50%—Chinese automakers have strategically shifted their focus to tariff-free plug-in hybrid electric vehicles (PHEVs) and internal combustion engine vehicles (ICEVs), managing to boost their sales and market share in Europe.
China's EV industry is now building on the past glories of its automotive sector. The much-criticized issue of "overcapacity" seems to be a perpetual non-concern. Outdated, low-quality EVs are sent to the scrapyard during market transitions. China's system naturally eliminates laggards that fail to keep pace. The Chinese assure the world there is no need to worry unnecessarily, emphasizing that they possess greater resilience and flexibility than other nations to tolerate failures. Even if only three EV manufacturers remain profitable, the Chinese will not falter.
At Nvidia GTC 2025, the discussion surrounding advanced autonomous driving heated up, with US automotive alliances and tech industry groups joining forces to urge President Donald Trump to take action. Their goal: to expedite the deployment of self-driving cars by overcoming current regulatory hurdles before China takes the lead in this emerging sector.
US President Donald Trump is set to impose a 25% tariff on imported cars and related parts in April and May. In response, Canadian Prime Minister Mark Carney has vowed to defend the nation's sovereignty. Ontario Premier Doug Ford, whose province is home to North America's only cluster of five automotive manufacturers and eight assembly plants, has threatened retaliation. The province also houses engine and transmission factories, making it a key player in the region's automotive industry.
US President Donald Trump is set to impose a 25% tariff on all imported cars starting on April 3, with additional tariffs on select auto parts, such as engines, transmissions, power systems, and electrical components, scheduled to take effect on May 3. In response, Canada and the European Union have threatened retaliatory measures, causing global jitters in the automotive sector.
Taiwan's SYNergy ScienTech is expanding beyond small-format battery cells to enter the mid-to-large battery market, targeting applications above 700mAh. President Colin Hsieh said the company will debut new battery solutions at COMPUTEX and plans to unveil a solid-state battery prototype by the end of 2025.
Silicon carbide (SiC) supply chain prices have collapsed due to China's production capacity expansion, creating a challenging market environment for the first half of 2025, according to ACME Electronics General Manager Wen-Hao Wu. Despite these headwinds, ACME Electronics—which specializes in manganese-zinc/nickel-zinc soft ferrite cores and SiC powders—reports minimal impact due to its focus on markets outside China.
In response to US President Donald Trump's announcement that a 25% tariff will be imposed on cars coming into the US starting on April 2, the Taiwan Transportation Vehicle Manufacturers Association (TTVMA) has issued a statement urging Taiwan's government to conduct a comprehensive and careful evaluation when formulating tariff policies, taking into account the long-term development of the industry.
US President Donald Trump's announcement of a 25% tariff on cars imported to the US has garnered attention from the automotive supply chain, including Taiwanese LED car module manufacturer Excellence Opto (EOI).
LG Energy Solution (LGES) has signed a battery supply deal with Polish utility Polska Grupa Energetyczna (PGE) to deliver lithium iron phosphate (LFP) batteries for a 1GWh energy storage system (ESS) project in northern Poland. Scheduled to go online in 2027, the facility is designed to boost renewable energy integration and stabilize the local power grid.
Chinese automaker BYD plans to dominate the world's largest car market in 2025 by making smart driving technology accessible in vehicles below CNY100,000 (approx. US$13,780), triggering rivals Geely and Changan to accelerate similar offerings. Industry sources confirm China's advanced driver assistance systems currently max out at Level 2+, requiring constant driver attention despite marketing that suggests otherwise.
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