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OICA'S TOP 5 NEWS
Francois Roudier
February 5, 2026
Volkswagen and Stellantis CEOs Call for a “Strong and Resilient” European Automotive Industry
Les Echos – Oliver Blume, Antonio Filosa – February 5, 2026
Volkswagen and Stellantis urge the EU to defend automotive sovereignty through a “Made in Europe” approach, linking incentives and CO₂ rules to local production. They warn that unchecked imports and fragile supply chains risk deindustrialization of a sector vital to Europe’s economy.
https://www.lesechos.fr/idees-debats/cercle/pour-un-bonus-made-in-europe-le-plaidoyer-des-patrons-de-volkswagen-et-de-stellantis-en-faveur-dune-industrie-automobile-europeenne-forte-et-resiliente-2214015
JLR Parent to Start Assembling Evoque in Its New India Plant
Bloomberg – Alisha Sachdev – February 5, 2026
Tata Motors will begin assembling the Range Rover Evoque in a new Tamil Nadu plant, deepening localization as India’s luxury market grows. The site supports future exports and EVs, offsetting pressures in China and the U.S. while strengthening JLR’s Indian footprint.
https://www.bloomberg.com/news/articles/2026-02-05/jlr-parent-to-start-assembling-evoque-in-its-new-india-plant?srnd=phx-industries-transportation
BYD Shifts to Local Parts in Brazil Factory in Bid for Market Leadership
Reuters – Luciana Novaes Magalhaes – February 5, 2026
BYD plans to localize 50% of components at its Brazil plant by 2027, building a domestic supply chain to cut costs, enable Mercosur exports and ease political concerns. The $1.1bn investment targets 300,000 vehicles annually and market leadership by 2030.
https://www.reuters.com/sustainability/sustainable-finance-reporting/byd-shifts-local-parts-brazil-factory-bid-market-leadership-2026-02-05/
Canada to Scrap Electric Vehicle Rules in Win for Automakers
Bloomberg – Brian Platt, Nojoud Al Mallees – February 5, 2026
Canada will replace EV sales mandates with fuel-efficiency standards, easing pressure on automakers hit by U.S. tariffs. The strategy favors domestic production, revives EV incentives and opens the door to Asian and Chinese players assembling vehicles locally.
https://www.bloomberg.com/news/articles/2026-02-05/canada-to-scrap-electric-vehicle-rules-in-win-for-automakers?srnd=phx-industries-transportation
Digital Rearview Mirror Market Gains Momentum as Foryou’s OEM Installations Surge Nearly 400% YoY
Gasgoo – Yara – February 4, 2026
Digital rearview mirrors are rapidly mainstreaming in China, surpassing one million installations in 2025. Falling costs, new regulations and smart-cockpit demand drive adoption, with suppliers like Foryou benefiting as competition shifts toward integrated, software-rich systems.
https://autonews.gasgoo.com/articles/icv/digital-rearview-mirror-market-gains-momentum-as-foryous-oem-installations-surge-nearly-400-yoy-2018725108946673665
Francois Roudier
February 4, 2026
The Spanish Government Confirms the Auto+ Plan: More Subsidies for European EV of up to €35,000
La Tribuna de Automoción – Madrid – Paul M. Ballesteros, Ignacio Anasagasti – February 3, 2026
Spain’s Auto+ Plan offers up to €4,500 for EU-built EVs under €35,000, favoring European assembly and EU-made batteries. Backed by a €400m budget, it is retroactive to January 2026 and prioritizes affordability and local value creation.
https://www.latribunadeautomocion.es/2026/02/plan-auto-ayudas-electricos-europeos-de-hasta-35-000-euros/
Ford and Geely in Talks for Manufacturing, Technology Partnership, Sources Say
Reuters – February 4, 2026
Ford and Geely are exploring a Europe-focused partnership, potentially using Ford’s Valencia plant to build Geely vehicles and share EV and connectivity technologies. The talks could help bypass EU tariffs and narrow Ford’s technology gap with Chinese rivals.
https://www.reuters.com/business/autos-transportation/ford-geely-talks-manufacturing-technology-partnership-sources-say-2026-02-04/
Waymo to Defend Self-Driving Safety Record, Warn on China
Reuters – David Shepardson – February 3, 2026
Waymo will tell U.S. senators its robotaxis have far fewer serious crashes than human drivers, amid federal probes. The company urges faster AV legislation, warning delays could allow China to dominate global autonomous-vehicle standards.
https://www.reuters.com/world/waymo-defend-self-driving-safety-record-warn-china-competition-2026-02-03/
China Automobile Data Export Activities, Eight Departments Jointly Issue Security Guidelines
IT Home – Wang Miao – February 3, 2026
China issued new guidelines tightening cross-border automotive data transfers, defining “critical data,” compliance pathways and security safeguards. While oversight increases, exemptions aim to preserve operational efficiency for safety, OTA updates and incident response.
https://www.ithome.com/0/918/808.htm
The New “Robot Risk”: What Humanoids Are Allowed to Do in Factories and the Current Legal Situation
Automobilwoche – Michael Knauer – February 3, 2026
Humanoid robots in EU car plants raise fresh liability risks. With no dedicated robot law, manufacturers must comply with EU machinery, AI and cyber rules, emphasizing safe-by-design limits on learning to manage “emergent” autonomous malfunctions.
https://www.automobilwoche.de/technologie/ki/amw-humanoide-roboter-autoindustrie-rechtslage/
Francois Roudier
February 3, 2026
China Bans Hidden Car Door Handles in World-First Safety Policy
Bloomberg News – February 2, 2026
China will require mechanical interior and exterior door releases on all EVs from 2027, targeting flush electric handles after fatal crashes. The rule affects most leading EV models, raises redesign costs, and signals China’s growing influence as a global automotive safety rule-setter.
https://www.bloomberg.com/news/articles/2026-02-02/china-bans-hidden-car-door-handles-in-world-first-safety-policy?srnd=phx-industries-transportation
UK Fears ‘Made in Europe’ Plan Will Hit Car, Tech, Green Sectors
Bloomberg – Alex Wickham – February 2, 2026
London warns EU “Made in Europe” subsidy rules could disrupt deeply integrated UK-EU auto supply chains, raising costs and weakening competitiveness. The car sector is a key test of whether post-Brexit ties can reset without fragmenting Europe’s industrial base.
https://www.bloomberg.com/news/articles/2026-02-02/uk-fears-made-in-europe-plan-will-hit-car-tech-green-sectors?srnd=phx-industries-transportation
EU Companies Adopt BYD, Yutong Buses Despite China Security Fears
Nikkei – Jens Kastner – February 2, 2026
Chinese electric buses are gaining share in Europe on price and performance, aiding fast fleet electrification. Political resistance is rising over security and dependence risks, highlighting tension between affordability-driven decarbonization and Europe’s push for industrial sovereignty.
https://asia.nikkei.com/business/automobiles/electric-vehicles/eu-companies-adopt-byd-yutong-buses-despite-china-security-fears
Hyundai Motor to Deploy AI Robots at US Plants as Trump Tariffs Hit Profit
Nikkei – Nami Matsuura & Na Kiyoung – February 3, 2026
Facing tariff-driven margin pressure, Hyundai will deploy Boston Dynamics humanoid robots in U.S. plants from 2026, accelerate localization, and invest heavily in AI-led automation—signaling a strategic shift toward robotics to cut costs and sustain growth.
https://asia.nikkei.com/business/automobiles/hyundai-motor-to-deploy-ai-robots-at-us-plants-as-trump-tariffs-hit-profit
Why European Automakers Are Rethinking Software Independence
Automotive News Europe – Lois Jones – February 2, 2026
Rising software complexity is pushing European automakers to abandon fully proprietary strategies for partnerships. Cost overruns and delays have made alliances essential, recasting carmakers as integrators of shared digital platforms rather than owners of unique software stacks.
https://www.autonews.com/technology/ane-vw-bmw-stellantis-software-partners-0202/
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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.
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