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International Organization of Motor Vehicle Manufacturers

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OICA'S TOP 5 NEWS

Francois Roudier

July 3, 2026

Tesla Vehicle Sales Jump 25%, Far Exceeding Estimates
Tesla delivered 480,126 vehicles in Q2, up 25% and far above expectations, helped by China and Europe. But shares fell, BYD regained the BEV lead, and investors remain focused on AI, robotaxis, robotics and energy storage.
https://www.bloomberg.com/news/articles/2026-07-02/tesla-vehicle-sales-climb-25-far-exceeding-analyst-estimates

 

Cost-Cutting Pressure at Mercedes – Key Model Moves to Hungary
Mercedes will build its upcoming compact G-Class in Hungary, reflecting cost pressure and a shift toward lower-cost European production. Kecskemét is becoming a major hub as Mercedes targets lower costs amid tariffs, Chinese competition and German labour tensions.
https://www.automobilwoche.de/autohersteller/mercedes-benz/amw-kleine-g-klasse-wird-in-kecskemet-gefertigt/

 

Chinese automakers overtake Japanese rivals in Europe despite EV tariffs
Chinese automakers overtook Japanese brands in Europe for the first time in May, driven by BYD, PHEVs and cost advantages despite EV tariffs. Japanese brands suffered from weaker EV lineups, while Chinese groups accelerate local production plans.
https://asia.nikkei.com/business/automobiles/chinese-automakers-overtake-japanese-rivals-in-europe-despite-ev-tariffs

 

Hydrogen combustion engines emerge as cheap alternative to fuel cells
Hydrogen combustion engines are gaining attention as cheaper, adaptable alternatives to fuel cells for high-power mobility. Kawasaki, Toyota, Mitsubishi Fuso and Tata are exploring applications, though high hydrogen costs, weak infrastructure and improving batteries remain major obstacles.
https://asia.nikkei.com/business/energy/hydrogen-combustion-engines-emerge-as-cheap-alternative-to-fuel-cells

 

What separates AI-defined vehicles from software-defined vehicles — and why legacy automakers face challenges
AI-defined vehicles build on software-defined platforms by adding learning, prediction and adaptive decision-making. Rivian and Chinese automakers are moving ahead, while legacy manufacturers still struggle with SDV foundations, software culture, architectures, data management and AI readiness.
https://www.autonews.com/technology/ane-sdv-aidv-ai-rivian-software-0626/

 

Francois Roudier

July 2, 2026

ACEA urges EU to include UK, Turkey, Morocco in local-content rules
ACEA backs EU local-content goals but warns the draft could disrupt established supply chains. It wants the UK treated as European, Turkey and Morocco investments protected, and the 70% content rule applied more flexibly.
https://www.autonews.com/manufacturing/automakers/ane-acea-local-content-0701/

 

Maruti stays on top, Tata edges past Mahindra in India June passenger vehicle sales race
India’s passenger-vehicle market grew strongly in June, led by Maruti, while Tata overtook Mahindra for second place. Demand was supported by launches, CNG, EVs, hybrids and exports, though competition, geopolitics and price increases remain risks.
https://auto.economictimes.indiatimes.com/news/passenger-vehicle/maruti-stays-on-top-tata-edges-past-mahindra-in-june-pv-sales-race/132115874?utm_source=top_story&utm_medium=homepage

 

Toyota to partly cover supplier losses after halting EV development
Toyota may compensate suppliers after cancelling the advanced Lexus LF-ZC EV, which involved gigacasting and major supplier investment. The move reflects a more profit-focused strategy under new leadership, while some technologies may transfer to future models.
https://asia.nikkei.com/business/automobiles/toyota-to-partly-cover-supplier-losses-after-halting-ev-development

 

Nissan CEO Insists Alliance with Renault Has Never Been Better
Nissan CEO Ivan Espinosa says Renault’s abstention on a board appointment does not signal alliance tension. He argues cooperation is stronger than ever, while Nissan restructures plants, cuts jobs and pursues project-based collaboration with Honda and Mitsubishi.
https://www.bloomberg.com/news/articles/2026-07-02/nissan-ceo-insists-alliance-with-renault-has-never-been-better

 

Wayve courts automakers with AI driving system that learns like humans
Wayve is gaining automaker interest with end-to-end AI driving technology that can adapt across vehicles, sensors and markets. Backed by Nvidia, Mercedes-Benz and Nissan, it promises faster deployment but faces safety-validation concerns over its “black box” approach.
https://www.reuters.com/technology/wayve-courts-automakers-with-ai-driving-system-that-learns-like-humans-2026-07-01/

 

Francois Roudier

July 1, 2026

UK SMMT warns of £1.4 billion hit from post-Brexit rules
The SMMT warns UK EV makers could face £1.4 billion in tariffs from January 2027 if UK-EU local-content rules are unresolved. A 10% tariff could affect 70% of electrified models, damaging competitiveness and affordability.
https://www.autonews.com/retail/sales/ane-uk-smmt-brexit-hit-content-rules-eu-0630/

Ferrari and BMW join Tesla, China in switch from copper to cheaper aluminum
Ferrari and BMW are expanding aluminum wiring to cut weight and costs as copper prices rise. The shift, already used by Tesla and Chinese EV makers, could reduce wiring weight, improve range and affect up to 6% of copper demand by 2030.
https://www.reuters.com/business/autos-transportation/ferrari-bmw-join-tesla-china-switch-copper-cheaper-aluminium-2026-06-30/

Toyota to harmonize vehicle specs with AI, helping to speed production
Toyota will use AI to standardize vehicle-specification terminology across divisions, reducing 45,000 specialized terms to 5,000 common ones. The OMUSVI system aims to cut internal translation work, connect suppliers and shorten production lead times by 2028.
https://asia.nikkei.com/business/automobiles/toyota-to-harmonize-vehicle-specs-with-ai-helping-to-speed-production

Chinese carmakers’ hunger for chips boosts national self-reliance drive
Chinese automakers are accelerating in-house chip design to reduce reliance on foreign semiconductors. BYD, Nio, XPeng, SAIC and others are developing or sourcing domestic AI chips, aiming to lower costs, improve performance and limit geopolitical exposure.
https://www.ft.com/content/dc7b4dfb-b279-4740-ae71-862a9e267aa9?syn-25a6b1a6=1

The truck driver shortage has reached a record high worldwide, with 3 million job openings
The IRU warns the global truck driver shortage has become structural, with 2.9 million unfilled jobs across 18 countries. Ageing workforces, weak recruitment and poor working conditions are forcing carriers to reject contracts and seek coordinated public-private solutions.
https://www.trm24.fr/la-penurie-de-routiers-atteint-un-niveau-record-mondial-avec-3-millions-de-postes-vacants/

 

Founded in Paris in 1919

About OICA

OICA represent the global auto industry that drives economic progress.

Through our autos, we connect people, products and services to enhance quality of life and sustainable automobility. We are committed to technological innovation in the areas of safety, environnement, fuel efficiency, and we seek global harmonization of safety and environmental standards to benefit all countries.

A word from the president

Shailesh Chandra

President – SIAM

“As the global automotive industry transitions towards sustainable mobility and pursuits ‘Net Zero’, in alignment with the visions of Governments worldwide, the role of OICA becomes increasingly critical — to acknowledge the diversity of every region, as we collectively strive to make our vehicles more aspirational, safer, and environmentally friendly.”

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Alliance for Automotive Innovation

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Asociacion Española de Fabricantes de Automoviles y Camiones

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Comité des Constructeurs Français d'Automobiles

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CAAM

China Association of Automobile Manufacturers

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