A2MAC1 - Decode the future’s Post

🔲 WHO GREW OR SHRANK? CHANGES IN REVENUE BY AUTOMOTIVE TIER SUPPLIER. 👉 Bosch, ZF and Magna retained or grew their leadership positions while China’s CATL and other battery makers surged to the top of revenue rankings as electrification reshaped supplier market shares. 👉 Tier revenue shifted strongly toward electrification, ADAS, smart cockpits and software suppliers, with lithium‑ion battery producers explicitly included in the analysis. 👉 Suppliers tied to internal‑combustion powertrains generally contracted or lost share while electronics, software and battery specialists captured the fastest revenue growth. 🟥 follow globalnetwork graph: ENERGYDM Group / globalnetwork #AutomotiveSupplier #TIER #Bosch #ZF #Magna #CATL

🔋 Solid-State Batteries: What’s Really New in EV Technology The future of electric vehicles (EVs) isn't just about more chargers but better batteries. The solid-state battery (SSB) is the latest innovation to change the game. ⚙️ Technical Advantages: Electrolyte → Replaces liquid with a solid ceramic or polymer, eliminating leakage and reducing fire risk. Energy Density → Up to 2x higher than Li-ion → smaller, lighter packs with longer range (600–800 km). Charging → Faster ion transfer → 80% charge in ~10–15 min. Cycle Life → Higher stability at high voltages, meaning longer battery lifespan. ⚠️ Engineering Challenges (the real bottlenecks): Dendrite formation: lithium filaments can still penetrate the solid electrolyte. Manufacturing: Scaling thin solid electrolytes at automotive volumes is difficult. Cost: Current prototypes are far more expensive than Li-ion. Temperature: Many designs require elevated temperatures for good conductivity. 🏭 Who’s leading the race? Toyota: Prototypes expected before 2030, focusing on high energy density + safety. QuantumScape: Solid ceramic separator, backed by VW, working on 24-layer cell prototypes. Samsung & CATL: Researching polymer-based solid electrolytes for scalability. 🌍 Why it matters: This isn’t just about EVs driving further. Solid-state batteries could make cars lighter, safer, and more efficient while reducing reliance on critical raw materials like cobalt. #SolidStateBattery #EV #BatteryTechnology #AutomotiveEngineering #SustainableMobility #CleanEnergy #Innovation

Who Grew, Who Shrank? Revenue Shifts by Tier (2023–2024) The 2024 data show sharp contrasts in the automotive supply chain. 🏆 Winners 🇩🇪Schaeffler +75.0%, while Vitesco's full integration is a big part of it, reinventing itself around electrification and systems integration was the main strategy. 🇮🇳Motherson +21.6%, M&A + expanding wiring and modules globally. 🇯🇵JTEKT +17.1%, exchange rates + leveraging steering and driveline systems for EVs ❌ Losers 🇯🇵Panasonic Automotive -47.6%, restructuring and losing share in batteries/infotainment 🇩🇪Eberspächer -20.3%, hit by ICE decline 🇨🇳CATL –14.8%, suffering from overcapacity and price wars in EV batteries. This year proves one thing: transformation is not optional! Traditional Tier 1s that adapt are winning big. Those stuck in declining segments or squeezed by price wars are feeling the pain. Source: Automotive News, July 2025 Thank You for the great visuals ENERGYDM Group #Automotive #Semiconductors #Electrification #EV #Suppliers #Schaeffler #Motherson #JTEKT #Panasonic #CATL #Eberspächer #Transformation #Mobility #Tier1 #OEM #Strategy

The Heart of Modern Automotive Sourcing: Automotive Electronics The automotive landscape is fundamentally shifting. As a procurement professional, you see that the Bill of Materials is increasingly dominated not by mechanical parts, but by electronic systems. From powertrain and chassis to safety and infotainment, Automotive Electronic Control systems are now critical for performance, efficiency, and consumer appeal. This evolution directly impacts our sourcing strategies and supplier relationships. Key Sourcing Categories to Master: Powertrain & Drivetrain Controls: Engine Control Units (ECUs), Fuel Injection Systems, Transmission Control Modules. These are core to performance and emissions compliance. Chassis & Safety Systems: ABS, Traction Control, Electronic Stability Control, Airbag Control Units, and Advanced Driver-Assistance Systems (ADAS). These are non-negotiable for safety and regulatory requirements. Body & Comfort Electronics: Adaptive Seating, Smart Lighting, Climate Control, and Theft Prevention Systems. These define the user experience and brand perception. Telematics & Infotainment: Navigation, Voice Recognition, Connectivity Modules, and In-Vehicle Entertainment. These are key differentiators in today's market. Why This Matters for Procurement: Supply Chain Complexity: We're no longer just sourcing components but integrated systems. This requires partners with software expertise and hardware reliability. Strategic Supplier Partnerships: The shift from discrete ECUs to centralized, high-performance computers means deeper collaboration with Tier 1s and semiconductor suppliers. Technology Roadmaps: Understanding trends like domain-based architectures (using CAN, LIN, and Ethernet) and the move toward the "Software-Defined Vehicle" is essential for long-term sourcing planning. Value Beyond Price: Total Cost of Ownership now includes software updates, cybersecurity, and the supplier's ability to innovate. The future is the networked vehicle—a fully integrated system. Our role is to build agile, resilient supply chains that can deliver this technological convergence. I'm interested to hear how your teams are adapting. What are your biggest challenges in sourcing automotive electronics? #AutomotiveElectronics #Procurement #SupplyChain #AutoTech #Sourcing #StrategicSourcing #EV #SoftwareDefinedVehicle #Automotive

🚗 New issue of Automotive Testing Technology International out now! Some highlights: 🔹 Tech Insider Behind the program driving the latest evolution of Nissan Motor Corporation’s iconic EV – the Leaf. 🔹 OEM Interview Nils Katzorke, project manager at Mercedes-Benz AG on the latest developments at the Immendingen site. 🔹 Testing Transparency How companies can ensure clarity and trust through complete transparency in testing. 🔹 Battery Testing How suppliers are developing multifunctional test equipment to meet new demands. 🔹 Virtual Engineering Specialists discuss the rapid evolution of simulation and where it’s headed next. 👉 Read for FREE here: https://lnkd.in/eKJpfhVV #automotiveengineering #testing #EVs #innovation #womeninengineering #virtualengineering #simulation #AutoTestMag #AutoTestExpo

Who would’ve thought? Bosch went from sparking engines with magneto ignitions and spark plugs to sparking innovation in the software-defined vehicle market! Synopsys Inc is proud to accelerate automotive innovation with our silicon-to-systems design solutions. Discover how we’re partnering with brands like Bosch to drive success for software-defined vehicles: https://bit.ly/3Xxlk4l

Range extenders are suddenly the words on the lips of most global automotive OEMs - but MAHLE Powertrain pioneered this technology back in 2009, working from a completely clean sheet to develop our first prototypes within just 9 months. What seemed like niche technology 15 years ago has now become critical as OEMs grapple with the reality of EV adoption: expensive, heavy battery packs that still leave drivers with range anxiety. Our Extended-Range Electric Vehicle (E-REV) solution offers the perfect compromise - electric drive with reduced battery size, 50-150km electric-only range, and an on-board generator that sustains the battery SOC while driving. What sets our latest range extender technology apart is the engineering excellence refined more than 15 years: 42% brake thermal efficiency on 92 RON fuel, pre-chamber combustion for fast stable ignition, a turbocharged 1.0L 2-cylinder with excellent NVH, and cost-effective scalable production. With forecasts showing 15% annual growth in the range extender market to 2030 and strong demand already evident in China, it's gratifying to see an innovation we've championed for over a decade finally getting the recognition - and adoption - it deserves.

E-REV technology is a smart solution to one of the biggest EV challenges: balancing range, weight, and cost. #AutomotiveInnovation #EVTechnology #RangeExtender #PowertrainSolutions

🚗 Auto Chips Are Accelerating — 5x Faster Than the Market! By 2030, automotive semiconductors are expected to hit $𝟏𝟑𝟐𝐁, growing 𝐟𝐢𝐯𝐞 𝐭𝐢𝐦𝐞𝐬 𝐟𝐚𝐬𝐭𝐞𝐫 than the car market itself. From EVs to ADAS, demand is surging — but supply chains are tightening fast. Now's the time to plan ahead and secure your sourcing strategy. 👉 Read our latest industry insight: https://lnkd.in/da6bnMDu #Semiconductors #Automotive #EV #ADAS #SmartMobility #ElectricVehicles #AutoIndustry #Technology #Electronics #SupplyChain #Manufacturing #FuturetechComponents