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A near-term global EV slowdown early this year is causing
uncertainties to both automakers and suppliers, casualties include
bankruptcies, scrapped initial public offerings and production
cuts. The pace of investment in capacity and technology development
has outrun actual growth. What are the direct and indirect
stumbling blocks to EV growth- high prices, range anxiety, battery
life or high insurance costs? Will the EV demand slowdown rebound
and if so, when will it be?
Germany's EV subsidy program ended prematurely late last year,
almost a year ahead of the stipulated period following the adoption
of a revised 2024 budget. There is a real need to find innovative
ways to develop more affordable EVs, especially smaller urban city
EV cars, a segment arguably with a slimmer profit margin. How will
this impact the Chinese EV OEMs exporting into Europe in view of
meeting the EU safety requirements and increased tariffs?
This is also a networking opportunity with industry peers,
thought leaders and influencers. The program is designed to be
engaging, we welcome you to send in your questions to
AskMobility@spglobal.com in advance so we may prioritize these
during the designated Q&A sessions.
Guillaume Lembrez - VP, Customer Care, S&P Global
Mobility
10:00 AMGlobal Automotive Demand and the Electric Vehicle Transformation Outside Mainland China
In this session, we will analyze the global industry landscape
to highlight key growth drivers, trends, and challenges. The topic
of "Great Divergence" in the electrification path will be
addressed- with trends diverging in various areas, such as vehicle
sourcing into new markets, the speed of electric vehicle
deployment, and the implications of these changes on the future of
mobility.
2:15 PMPanel Discussion: New Ecosystem and Challenges in the Autonomous Driving Industry
Introduce the latest trends in autonomous driving data from
SPGI Mobility, where L2 basic systems continue to be popular, L2+
systems are rapidly penetrating high-speed scenarios, L2+ systems
are becoming more available in urban areas, and more new players
are entering the market. Provide SPGI's estimate of the volume of
L2+ systems.
From the suppliers' perspective (including OEM perspectives),
we often discuss the challenges in the autonomous driving industry,
including technology, cost, and delivery. Suppliers need to balance
product experience and cost.
(For independent suppliers) In terms of advanced intelligent
driving, not only are there more projects from independent brands,
but this year, more domestic suppliers are collaborating with
global automotive companies. Such collaboration presents an
opportunity for suppliers to expand their market. What challenges
may arise in the collaboration process? What are the prospects for
entering foreign markets beyond the domestic market?
(For traditional suppliers) How should traditional suppliers
respond to the challenges posed by domestic smart-driving
suppliers? What advantages does Global OES have compared to new
players?
Outside the smart driving domain, what areas of collaborative
development are smart driving products most focused on?
Regarding navigation-assisted driving entering urban areas,
Tesla has pioneered end-to-end architecture in FSD12. The use of
end-to-end large-scale models for autonomous driving has become a
hot topic. What is the biggest challenge for end-to-end autonomous
driving, and is it a necessary technological path?
Moderator:
Daokuan, Lu - Senior Research Analyst, Automotive
Insights,S&P Global Mobility
Guest Speaker
Prof. Xichan, Zhu - Professor, Faculty of Automotive, Tongji
University
Charles Luo - Vice President of R&D, HYPERVIEW
Tony Ma - Vice President, Operations and General Manager of
Marketing Center, AutolinkInformation Technology Co., Ltd
2:55 PMPanel Discussion: Software-Defined Vehicle Industry Outlook and Impact on Mainland China In Parallel with Electrification Future
Discussion Highlights:
The latest market trend update on Digital Cockpit, Connected
Cars, and Software-defined vehicle
Architectural transformations that SDVs are undergoing,
specifically the shift from domain architectures to centralized
ECUs and the potential impact on vehicle operations
How SDVs are reshaping the in-vehicle experience; the
opportunities and challenges SDVs present for customization,
infotainment, and user interaction
Challenges encountered in SDV design, including system
architecture, security, safety, and failure prevention and
solutions
Insights on the division of software development between the
Original Equipment Manufacturer (OEM) and suppliers
Large models' innovation in the automotive industry; business
models and potential applications
Moderator:
Fanni Li - Principal Research Analyst, Automotive Supply Chain
& Technology, S&P Global Mobility
Panelists:
Yongzhe, Yang - Associate Director, Digital Center, Greatwall
Motor China
Lucas, Huang - Senior Director, NIO
3:30 PMHigh-Voltage Battery Supply Chain and Technology Review
Demand analysis and regional supply chain outlook
OEMs and battery manufacturers' management of the battery
supply chain
Battery technology trends
Han, Gao - Senior Research Analyst, Automotive Supply Chain
& Technology, S&P Global Mobility
4:00 PMNetworking Tea Break
4:20 PMFrom China to the Global Stage: Opportunities and Challenges for the Overseas Market of Light Commercial Vehicles
Overview of the major overseas LCV markets
Opportunities for eLCVs
Competitor strategy and alliance
Hui, Song - Senior Consultant, Automotive Advisory Services,
S&P Global Mobility
4:50 PMChina’s Medium- and Heavy-Duty Truck Production Outlook
Overview of regional demand
From China to the world
Competition and challenges
Cassie Liu - Senior Research Analyst II, Global Heavy Truck
Research, S&P Global Mobility
5:20 PMQ&A
5:30 PMClosing Note | End
Lei, Zhang - Subject Matter Expert Principal, S&P Global
Mobility
