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OICA'S TOP 5 NEWS
Francois Roudier
January 12, 2026
EVs take back seat at CES as robotaxis, robots and automotive AI set future trends
Automotive News – Laurence Iliff – January 9, 2026
CES 2026 shifted focus from EVs to AI, autonomy and robotics. Robotaxis, humanoid factory robots and software-defined vehicles dominated, showing the industry now sells what cars can do, not just how they’re powered.
https://www.autonews.com/technology/an-ces-2026-evs-take-backseat-to-robotaxis-ai-0109/
Europe and China’s Feud Over Chips Is Reaching a Breaking Point
Bloomberg – Jenny Leonard, Haze Fan & Sarah Jacob – January 12, 2026
Nexperia’s split between Dutch trustees and Chinese plants has disrupted auto chip supplies. Europe and China now race for self-sufficiency as courts and governments fight over ownership, exposing EU vulnerability in legacy automotive semiconductors.
https://www.bloomberg.com/news/articles/2026-01-12/nexperia-s-messy-wingtech-dispute-marks-breaking-point-in-chips-feud?srnd=phx-industries-transportation
Nvidia and auto suppliers roll out partnerships to rekindle self-driving push
Reuters – Abhirup Roy – January 10, 2026
Nvidia, Mercedes and tech suppliers unveiled AI-driven autonomy partnerships at CES to revive self-driving after years of failures. AI simulation and chips aim to cut costs and tackle edge cases, while China advances faster with Level-3 approvals.
https://www.reuters.com/business/autos-transportation/nvidia-auto-suppliers-roll-out-partnerships-rekindle-self-driving-push-2026-01-09/
VinFast off to a fast start, crosses 1k EV sales in India
TimeofIndia.com – G. Balachandar – January 12, 2026
VinFast surpassed 1,000 EV sales in four months in India, ranking fourth in a fast-growing market. Local assembly, aggressive dealership rollout and competitively priced VF6 and VF7 SUVs drove its early traction.
https://auto.economictimes.indiatimes.com/news/passenger-vehicle/vinfast-achieves-1000-electric-vehicle-sales-in-india-within-four-months/126474420?utm_source=top_story&utm_medium=homepage
Thai Finance Ministry to sue Chinese EV brand Neta’s local unit
Nikkei – Kenya Akama – January 11, 2026
Thailand will sue Neta Auto Thailand to recover $63m in EV subsidies after it failed to build local production. The case, amid Hozon’s restructuring, could set a precedent for other Chinese EV brands.
https://asia.nikkei.com/business/automobiles/electric-vehicles/thai-finance-ministry-to-sue-chinese-ev-brand-neta-s-local-unit
Francois Roudier
January 9, 2026
U.S. new-vehicle sales reach 6-year high, even with slower finish to 2025
Automotive News – Lindsay VanHulle – January 8, 2026
U.S. sales rose 2.3% to 16.3m in 2025, the best since 2019, as buyers rushed ahead of tariffs and EV incentive expiry. Momentum faded late-year; EVs slumped while hybrids gained.
https://www.autonews.com/retail/sales/an-2025-new-vehicle-sales-0108/
GM to take $6 billion writedown on EV pullback
Reuters – Kalea Hall and Nora Eckert – January 9, 2026
GM will book a $6bn charge as it scales back EV plans amid weaker demand and policy shifts. EV sales fell sharply after incentives ended; GM is refocusing capacity on profitable gasoline trucks and SUVs.
https://www.reuters.com/business/autos-transportation/gm-take-6-billion-writedown-ev-pullback-2026-01-08/
LG Energy sees surprise loss as EV demand outlook cools
Bloomberg – Hyonhee Shin – January 9, 2026
LG Energy posted a surprise Q4 loss as EV demand slowed, especially in the U.S. The battery maker is pivoting toward energy storage, reallocating capacity and using AI to boost productivity.
https://www.bloomberg.com/news/articles/2026-01-09/lg-energy-sees-surprise-fourth-quarter-loss-as-ev-demand-slows
Instead of Tesla-style gigacasting, Europe’s automakers embrace cheaper gigastamping
Automotive News Europe – Nick Gibbs – January 8, 2026
European carmakers favor gigastamping over gigacasting to cut costs with lower investment. The technique replaces dozens of parts using stamped steel, helping offset EV battery costs with less financial risk.
https://www.autonews.com/manufacturing/automakers/ane-gigastamping-cost-cutting-automakers-europe-0108/
CES 2026: doubts about the SDV — is the industry expecting too much?
Automobilwoche – Molly Boigon – January 8, 2026
CES showcased SDVs and OTA-driven value, but executives warned hardware aging, sensor obsolescence and material wear limit lifespan gains. SDVs won’t make cars timeless; managing hardware decline is key.
https://www.automobilwoche.de/events/automessen/ces/amw-software-definierte-autos-grenzen-der-hardware/
Francois Roudier
January 8, 2026
Auto industry expands open-source pact to boost development, cut costs
Reuters – Rachel More – January 7, 2026
More than 30 automakers, suppliers and chipmakers joined an expanded VDA-led open-source software pact to accelerate vehicle software and AI development, targeting up to 40% cost savings and 30% faster time-to-market.
https://www.reuters.com/business/auto-industry-expands-open-source-pact-boost-development-cut-costs-2026-01-07/
China auto imports seen hitting 16-year low as domestic EVs reign
Nikkei – Shizuka Tanabe – January 8, 2026
China’s car imports are set to fall about 30% to under 600,000 units, the lowest in 16 years, as low-priced domestic EVs displace imported gasoline cars and China pivots toward export-led growth.
https://asia.nikkei.com/business/automobiles/china-auto-imports-seen-hitting-16-year-low-as-domestic-evs-reign
Stellantis car output in Italy sinks to 1950s-era levels
Bloomberg – Albertina Torsoli – January 7, 2026
Stellantis’ Italian vehicle production fell about 25% in 2025 to mid-1950s levels. New Fiat 500 hybrid output may aid recovery, but overcapacity, weak EV demand and Chinese competition continue to weigh.
https://www.bloomberg.com/news/articles/2026-01-07/stellantis-italy-car-output-fell-25-in-2025-union-says
China’s Dongfeng in talks to produce passenger cars in Turkey, distributor says
Reuters – January 7, 2026
Dongfeng is discussing passenger-car production in Turkey to bypass trade barriers and access the EU market. Talks include a potential local investor, with production possibly starting this year.
https://www.reuters.com/business/autos-transportation/chinas-dongfeng-talks-produce-passenger-cars-turkey-local-distributor-says-2026-01-07/
Robotaxis won’t replace cars, but their tech will make driving safer, says John Krafcik
Automotive News – Laurence Iliff – January 7, 2026
Former Waymo CEO John Krafcik says robotaxis won’t replace private cars this decade, but autonomy tech—cheaper lidar and advanced ADAS—will spread widely, sharply improving safety in consumer vehicles.
https://www.autonews.com/technology/an-ces-2026-john-krafcik-says-robotaxis-will-not-replace-cars/
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