What’s at stake?
American and European policymakers are united in their efforts to begin moving chip manufacturing back from East Asia. The trick is targeting financial incentives to yield humming production lines, well-paying jobs, supply-chain security and strategic partnerships with growth industries. The European approach, which will hand industry a roadmap along with a check, appears more likely to succeed.
By Bolaji Ojo
What’s at stake?
Semiconductor manufacturers have based their capex budgets and fabrication capacity commitments on projections the market will nearly double by the end of the decade. A downturn by 2023 could undermine those plans.
What’s at stake?
China’s astounding R&D investments over the last two decades place it in direct competition with the United States, where declining federal investments are partially shored up by rising corporate R&D. The research sweepstakes represents the front lines of the global competition to lead in science and technology innovation.
By Bolaji Ojo
What’s at stake?
STMicroelectronics has driven a stake into the heart of speculation it may become a fabless enterprise. With plans to sharply jack up capex and add to its fabs, ST breathes new life into the IDM model as supply constraints and geopolitical concerns continue to alter the dynamics of the semiconductor industry.
By Junko Yoshida
What’s at stake?
China achieved dominance in EVs by sewing up the battery supply chain. Will Chinese carmakers also command the global AV market, or will they be beholden to SoC platforms developed by Western semiconductor suppliers?
By Bolaji Ojo
[Editor’s note: This is the latest in our series examining China’s ascendant electric vehicle sector. We examine key players, their strategies and how China has come to dominate EV manufacturing, challenging Tesla and leaving established carmakers in the dust.]
What’s at stake?
Nio Inc. aspires to be the “Tesla of China.” While the American carmaker expects customers to sort out electric-vehicle charging, Nio is more hands-on by offering swappable batteries and batteries as a service. Nio and China hope to corner the EV/AV market via a combination of software and services rather than a mere product—no matter how groundbreaking. Will this expansive strategy succeed?
Nio Inc. makes electric vehicles. Just like Ford, GM and their European and Japanese counterparts. But that may be the Chinese manufacturer’s only similarity with Western competitors. Beyond making premium EVs, Nio is also emblematic of an innovative and increasingly high-quality Chinese automotive industry that carries enormous implications for the global automotive market.
Read More »Nio: The Anti-Detroit Hits the Accelerator
By Egil Juliussen, PhD
[Editor’s note: This is the third in a series examining China’s ascendant electric vehicle sector. We examine key players, their strategies and how China has come to dominate EV manufacturing, challenging Tesla and leaving established carmakers in the dust.]
What’s at stake?
China is a leader in developing autonomous-vehicle (AV) technologies, with robotaxis as the top AV use case. China is also strong in autonomous trucks, delivery vehicles, buses and vans. Seven leading Chinese companies that provide robotaxi software platforms are poised to begin driverless tests.
[Editor’s note: This is the second in a series examining China’s ascendant electric vehicle sector. We examine key players, their strategies and how China has come to dominate EV manufacturing, challenging Tesla and leaving established carmakers in the dust.]
What’s at stake?
China played the long game to develop its domestic EV market and build a national automotive industry in the process. China has already locked up the supply chain for current-generation EV batteries and is changing EV usage patterns and consumer applications on its home turf. How will China’s EV accomplishments affect the still-developing EV market beyond its borders?
[Editor’s note: This is the first in a series examining China’s ascendant electric vehicle sector. We examine key players, their strategies and how China has come to dominate EV manufacturing, challenging Tesla and leaving established carmakers in the dust.]
What’s at stake?
Chinese manufacturers command the global electric-vehicle battery market. Indeed, about three-quarters of the world’s EV batteries are made in China. But competition is fierce, and the search for new battery chemistries based on plentiful materials may chip away at China’s lead.
The opening round of the strategic competition for electric vehicle battery dominance is over: China has won.
Read More »China Owns EV Battery Manufacturing — For Now
What’s at stake?
Beefing up semiconductor production capacity alone won’t solve the supply chain crisis afflicting automotive OEMs and EV startups. The players must look at their internal processes and program management — or lack thereof — for answers.
Since the onset of the Covid-19 pandemic, the automotive industry has been one of the segments hit hardest and longest by the global semiconductor shortage.
Read More »Shackled By the Automotive Supply Chain Crisis
