To help the automotive industry navigate emerging trends, DIGITIMES hosted the "AI x EV: Dual-Track Innovation in Mobility" forum on December 12, bringing together representatives from government, academia, research institutions, and industry to analyze the current state and future outlook of the smart vehicle and electric-vehicle sectors. Hung-Ching Yang, executive vice president of China Motor Corporation under the Yulon Group, spoke on behalf of the industry, sharing both opportunities and challenges for Taiwan's automotive ecosystem.
China's prolonged price war in the auto market is taking a growing toll on profitability, and even BYD, the country's dominant electric-vehicle maker, is beginning to feel the strain. At the same time, the company's latest sales figures highlight the scale of its operations and the increasingly complex dynamics shaping its growth.
The European Union's high-stakes climate battle is approaching a decisive moment. The European Commission is preparing to review its 2035 zero-CO2 emissions mandate for new cars, an exercise that was expected to be little more than routine. Instead, Germany's open opposition to a full ban on internal combustion engine (ICE) vehicles has turned the process into one of the most politically sensitive fights in Europe's auto industry.
As global automakers and their supply chains struggle with the growing pains of electrification, a quiet hedging strategy is emerging, led by Europe's long-established Tier-1 suppliers.
Xiaomi's electric vehicle has dominated headlines since its debut, and its sales have been impressive by any measure. But that excitement has not been evenly felt across the supply chain. While some upstream suppliers are benefiting, downstream manufacturers say they are not seeing the same lift.
Tesla and BYD are both facing increasing sales pressure, with the two electric vehicle (EV) giants showing signs of fatigue in their key markets. Tesla's decline across Europe continues without signs of slowing, while BYD faces rising competition at home, recording its third straight monthly decline in November and putting its full-year goal at risk.
