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Automated driving, next-generation batteries, SDV, and other automotive-related technologies
The latest trends in technologies such as automated driving, digital manufacturing, and new materials that will transform buildings and cars, as well as the frontlines of business transformation brought about by legal reforms, new entrants, and new business models will be presented.
Additional tariffs on auto parts by the U.S. Trump administration took effect on May 3, 2025, but Aisin is at risk of passing them on, while Denso has a wait-and-see policy.
The same 25% additional tariffs will be imposed on the same finished vehicles that preceded them. While the administration’s policy has changed two or three times and many, including Denso, are taking a wait-and-see approach, Aisin was quick to revise its earnings forecast, while EXEDY, JTEKT, and Toyoda Gosei are considering a review of their production systems, and their responses are divided.
The VW Group has fallen from the top spot in China’s new car market. The VW Group, which had held the top spot for many years, was replaced by China’s BYD, which is rapidly expanding its sales, but struggled in the popular price range and fell behind BYD.
Meanwhile, Blue Yonder of the U.S., a Panasonic Group company, will enhance its AI (artificial intelligence) capabilities in its supply chain management (SCM) service group. It has introduced a generative AI-based agent-type AI to help customers autonomously perform SCM operations.
In response to the evolution of advanced driver assistance systems (ADAS) and automated driving, which determine the value of SDVs, automakers have begun to get involved in the development of semiconductors for software-defined vehicles (SDVs).
Honda and Subaru have developed their own proprietary SoCs (System on a Chip) with high performance and low power consumption, and are preparing to add functions through future software updates.