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Apr 21, 09:48
Exclusive: US battery push faces EV headwinds, but energy storage boom offers relief
Despite a slowdown in demand for electric vehicles (EV) that has complicated efforts to localize lithium battery production in the US — and even cast doubt on the viability of some joint ventures between automakers and battery makers — another opportunity is rapidly coming into view.

While much of the world's attention remains fixed on robotaxis navigating open roads, David Shen, chief executive of Turing Drive, argues that the true commercial breakthrough for autonomous driving may lie elsewhere, in what he calls "specialized environments," such as factories, ports, and rural regions.

Transportation is moving beyond the era of the automobile toward a more fragmented ecosystem of mobility devices, a shift that represents not only a technological upgrade but also a broader transformation in urban life.

Samsung SDI has signed a multi-year agreement to supply electric vehicle (EV) batteries to Mercedes-Benz, marking its first confirmed entry into the German luxury carmaker's EV lineup and concluding months of advanced negotiations over one of the industry's most closely watched battery deals.

The commercial vehicle sector is at an inflection point. As software-defined vehicles (SDVs) and autonomous driving reshape the global automotive industry, China Motor Corporation (CMC) Vice President Hung-ching Yang used a keynote address on April 16 to lay out a four-stage evolution of the sector. His message was clear: AI enablement, energy transition, and cybersecurity will define who leads the next generation of mobility.
US Commerce Secretary Howard Lutnick said Chinese capital will have no meaningful place in America's auto sector, arguing that the country does not need companies such as electric vehicle maker BYD.
China, the world's largest single automotive market, is also the most intense testing ground for the industry's shift toward smart and electric vehicles. DIGITIMES Research notes that China's adoption of advanced driver-assistance systems (ADAS) and intelligent cockpits in new cars has rapidly outpaced other regions, reaching significant penetration, especially in mid- to high-end models. Electric vehicles (EVs) have overtaken internal combustion engine cars as the sales leader in the passenger car segment, with the speed and scale of this transformation surpassing prior market expectations.
A budget-friendly Toyota Corolla in the US offering standard, zero-cost advanced driver-assistance systems could reshape global expectations by undercutting automakers that rely on paid software subscriptions. The move intensifies pressure on manufacturers to include essential ADAS features at purchase and challenges the economics of subscription-based vehicle services and consumer attitudes worldwide.
Geely Auto Group's new intelligent hybrid electric vehicle platform promises to shake up the global hybrid market by consolidating smart driving, cockpit, and chassis functions into a single central controller, potentially lowering fuel consumption and challenging established hybrid leaders — while offering an alternative to full battery electric vehicles for consumers.
To more fully showcase Taiwan's role in the global mobility industry, three of its flagship trade shows—Taipei AMPA, E-Mobility Taiwan, and Autotronics Taipei—were combined in 2026 into a single platform, the 360° Mobility Mega Shows. Taiwan External Trade Development Council Chairman James C. F. Huang said Taiwan's automotive components exports have reached NT$214.6 billion, while total automotive output stands at roughly NT$500 billion (approx. US$15 billion). Only by integrating these strengths into a comprehensive ecosystem, he argued, can Taiwan expand its presence in global markets.
Despite a challenging auto market in 2026, MiTAC remains confident it can sustain double-digit growth. President Steve Chang says the company's next phase will be defined by the integration of hardware and software in the age of AI, with fleet management emerging as a central growth engine.

Taiwanese automotive electronics leader E-Lead Electronic is reshaping the future of smart cockpits through a combination of deep technological reinvention and production restructuring, as it positions itself as a full-spectrum systems supplier in an increasingly fragmented global supply chain.