12/02/2025: OICA’s 5 major news items summarized
Honda to restructure China business after over 2 years of talks Nikkei – SHIZUKA TANABE – December 2, 2025, 07:28 JST Honda is restructuring its China engine operations as demand for gasoline engines declines and key joint-venture contracts approach expiration. After more than two years of negotiation, Dongfeng Motor Group has agreed to sell its […]
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 […]
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: […]
OICA TOP 5 NEWS : October 9, 2025
**ACEA demands EU eases ‘rigid’ 2035 petrol car ban** Financial Times – October 8, 2025 European Automobile Manufacturers’ Association (ACEA) urges revising the 2035 ICE ban: allow carbon-neutral fuels, five-year averaging, credits (small BEVs, scrappage, production CO2 cuts), and softer penalties. Says BEV uptake lags assumptions; NGOs warn this weakens certainty. Political pushback grows, notably […]
OICA TOP 5 NEWS : October 7, 2025
**German Carmakers Get EV Tax Boost Before Summit With Merz** Automobilwoche – October 6, 2025 Germany will extend EV tax exemptions to 2035 while Merz pushes to soften the EU’s 2035 ICE ban. Ahead of a “car summit,” policymakers pair incentives with industry protection amid layoffs at Bosch/ZF and VW production cuts. lnkd.in/eWFTtNnh **Donald Trump […]