10/27/2025: OICA’s 5 major news items summarized

The Nexperia case: the EU caught between US injunctions and Chinese retaliation Autoactu.com – Bernard Jullien – October 27, 2025 The Nexperia affair has exposed both Europe’s strategic vulnerability and its political dependence in the global semiconductor race. Originally a Philips subsidiary, Nexperia was sold in 2017 to Chinese investors and later acquired by China’s […]

IVIA Monthy Review  September 2025

Passenger car registration: an increase of 25.7% compared with September 2024. Since the beginning of the year, 242,037 new cars were registered, an increase of 6.9% in deliveries compared with last year.

OICA TOP 5 NEWS : October 17, 2025

**Automakers groups warns Nexperia chip supply issue could quickly disrupt production** Reuters — Oct 17, 2025   Automakers warn U.S. output risks after Nexperia can’t guarantee deliveries amid Dutch takeover and China export curbs. European Automobile Manufacturers’ Association (ACEA)  foresees significant disruption; U.S. Alliance for Automotive Innovation urges de-escalation. Some plants could be hit next […]

OICA TOP 5 NEWS : October 16, 2025

**Batteries, machines, rare earths: China tightens rules – what you need to know** Automobilwoche – Hans Evert, Micha Gebhardt, Frank Volk — Oct 15, 2025 CHINA tightens export licensing on select rare earths, magnets, processing equipment and high-density batteries, with extraterritorial reach. Automakers expect paperwork delays, not immediate shortages; Verband der Automobilindustrie (VDA) e.V. warns of […]

OICA TOP 5 NEWS : October 15, 2025

**Batteries for electric cars: CATL and BYD extend their dominance** Automobilwoche – October 14, 2025   Global EV battery capacity hit 691.3 GWh in H1 (+~32% YoY).CATL 36.8% and BYD 18.6% = 54.8% share; Chinese suppliers >75% overall. Europe’s value-add slips as battery sourcing remains Asia-centric, squeezing margins and bargaining power.   lnkd.in/eAcJCApj lnkd.in/eAcJCApj   **Stellantis says […]

OICA TOP 5 NEWS : October 14, 2025

**Stellantis delays strategic plan as CEO faces US, EU regulatory hurdles** Reuters – October 13, 2025 Stellantis pushed its strategy reveal to H1 2026 as CEO Filosa navigates U.S. tariffs and the EU’s 2035 review. Imported vehicles facing 25% duties could cost ~€1.5bn in 2025. Shares fell then rebounded; timing updates expected before the Oct. […]

OICA TOP 5 NEWS : October 10, 2025

**Ferrari lifts the hood on EV tech in maiden electric car** Reuters – October 9, 2025  Ferrari previewed the Elettrica’s chassis/powertrain: 310 km/h, ≥530 km range, floor-integrated pack, engineered “electric Ferrari” sound; 75% recycled aluminum. First EV due 2026; second delayed to 2028. Fully electric share target cut to 20% by 2030. lnkd.in/eX7CvyAu **Germany’s car summit: […]

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