Shin Kikuchi

Puneet Gupta, Associate Director, Indian Automotive Market, S&P Global Mobility

The year 2023 started with a bang and the Indian car industry was able to carry forward the growth momentum in Q1 2023. In the webinar, we will do a deep dive if India will continue to pedal and accelerate its growth in the second half of the year or global crisis will soften the growth and impact the market. We will see how the mobility Industry is expected to reshape in the future. How the car manufacturers are reorienting and reinventing themself in NEW India. Undoubtedly, Growing urbanization, rising aspirations and income of consumers, and regulations are making OEMS stretch to adapt to new challenges and the industry is on the cusp of major transformation. To move one billion people by cleaner, greener, and safer means is going to redefine our industry and we will see how the OEMs may thrive this transition from ICE to new energy vehicles.

Gaurav Vangaal, Associate Director, Light Vehicle Production Forecast, Indian Subcontinent, S&P Global Mobility

In this live conference session, the production forecasting expert will talk about important production measures such as production output, new capacity investments, new business prospects for auto suppliers and upcoming vehicles under development phase while also assessing macroeconomic factors such as GDP, inflation, and interest rates and their effects on demand. The event will also focus on both the short- and long-term outlooks and include insights on major carmakers like Maruti Suzuki and Hyundai-Kia.

The audience will have the chance to ask questions and interact with the expert directly during the Q&A that follows the presentation. Join this live conference to learn insightful details and a thorough understanding of the production outlook for India until 2030.

Vivek Sharma, Principal Research Analyst, Powertrain Forecast, S&P Global Mobility

The global mobility sector is going through an epochal shift, and the Indian automotive industry is no exception. The industry is currently in a dynamic phase, facing the challenge of stricter emission regulations, such as BS6, RDE, and CAFE 2, which demand upgrades in internal combustion engine (ICE) technology. At the same time, the growing traction of battery electric vehicles (BEVs) cannot be ignored. So, OEMs are having to allot investments into the ICE upgrade but at the same time channelize efforts towards electrification as well. This is going to be a balancing game amidst the new competitive landscape that is shaping up. In this session, we'll attempt to uncover how the 'conventional' powertrain development is shaping up throughout the decade and how quickly BEVs may emerge.

Manat Bali, Research Analyst, S&P Global Mobility
Subhankar Mengi, Research Analyst, S&P Global Mobility
Tabish Md Jan, Research Analyst, S&P Global Mobility

The Indian MHCV industry is the second largest manufacturer of trucks and buses in the world. The heavy vehicle production is expected to grow as the Indian government overhauls the country's transportation system and continues to expand the road infrastructure to the far corners. Also, with the robust industrial GDP growth and aligned future projections, the Medium & Heavy Commercial vehicle industry has many tailwinds to prosper during the forecast period. As one of the fastest growing economies in the world combined with an abundant skilled workforce, India is being preferred as an ideal export hub by global as well as domestic players in the region. Apart from this, India is transitioning towards alternative fuels such as Natural Gas, Electricity, and Hydrogen from conventional Diesel. The primary reasons behind this shift are ESG pressure, India's crude independence ambitions, favorable state policies, subsidies, and regulatory benefits (FAME). In this presentation, S&P Global analysts will outline the latest trends, and technological disruptions, discuss key drivers, and assess the development in the MHCV space during the short-term and the long-term.

Pawan Kumar Sahu (EE Architecture), Research Analyst, S&P Global Mobility
Aman Madhok (Autonomy), Research Analyst, S&P Global Mobility

"E/E Architecture for Software Defined Vehicle".
The migration to more centralized vehicle architectures has started and will accelerate from 2025 Globally. The automotive industry generally agrees on the need to evolve from distributed to centralized architectures to pave the way for the development of Software Defined Vehicles. The software-defined vehicle architecture is poised to bring a transformative shift in the automotive industry by bringing new business models such as paid updates and OTA. As the adoption of Zonal architecture will significantly grow from 2025 in the global market, Indian OEMs start to migrate from distributed ECU E/E architecture to Domain Controller-based architecture. Domain controller-based architectures are projected to become the majority by 2026 and are expected to continue dominating in the future.

"ADAS and Automated Driving Growth in India and Globally"
Global developments in ADAS and automated driving are impacting the market in India. As ADAS and automated driving becomes mainstream globally, automakers are aggressively deploying ADAS, as well as new automated driving features in cars. The Indian market is at the cusp of a big leap, due to several market drivers but also faces some headwinds.

Kartik Ganesh (Propulsion), Research Analyst, S&P Global Mobility
Suraj Shetty (Thermal), Research Analyst, S&P Global Mobility

Propulsion Technology of the Future
The future of propulsion technology is poised for a transformative shift, centering around electric motors, their diverse types, the intricate supply chain, and the utilization of critical materials, along with the promising advancements in fuel cell technology. As the demand for electric vehicles rises, manufacturers are strategically managing their supply chains to secure critical components and materials essential for future high-performance motors. Concurrently, fuel cell technology, particularly hydrogen-powered cells, offers zero-emission solutions with extended driving ranges. This convergence of electric motors, supply chains, raw materials, and fuel cell technology paves the way for a cleaner and more sustainable future for propulsion systems.

Highlights on Thermal Management
Suppliers of automotive thermal solutions are playing their role in supporting a diversified zero-emissions vehicle market. Their challenge lies in creating a balanced product portfolio across the various emerging propulsion technologies in order to support the OEM development programs. They must plan their available resources strategically to expand their portfolio in order to stay relevant according to future technology trends while maintaining the current revenue drivers.

Key topics of the presentation:
1) How thermal management of Electric vehicles has evolved and what is the future?
2) Market and demand overview of the EV thermal components - Cooling, Heating, and Recovery
3) A case for the integrated thermal module - separate individual components to integrated module design.
4) Why do we need Fuel cell thermal management?
5) What does the market for Fuel cell thermal components look like?

Priyanka Roy, Research Analyst, S&P Global Mobility

As the automotive industry is preparing for an electrified and autonomous future, how will OEMs adapt to this shift when it comes to Chassis/Vehicle Dynamics technologies? How are the three critical areas of Vehicle Dynamics namely Steering, Suspension, and Braking evolving? What is driving the growth of electronically controlled components and by-wire systems in this space?
Increased penetration of electronically controlled components equipped with ECUs (Electronic Control Units) and by-wire systems with redundancy is stimulating the need for consolidation of ECU functions. Therefore, the industry is witnessing a transition from distributed electrical/electronic architecture toward centralized ones. With this transformation, how OEMs are adapting to the need for collaboratively controlling cross-functional chassis systems to maximize the vehicle's stability, handling performance, and ride comfort?
The mobility transformation is gaining momentum and with all the technological innovations in the Vehicles Dynamics space, what has been OEMs' sourcing strategy? Who are the key players?

Key Focus Areas:

• Power Steering Systems: Evolution of Power steering systems from Electro-Hydraulic Systems in the past, through Electric Power Steering Systems (EPS) to Steer-by-Wire Systems (SBW).
• Brake Actuation Systems: How Brake Actuation systems will evolve in the next 10 years from Hydraulic or Electro-Hydraulic Systems (EHB) through Hybrid Solutions in the near future to fluid-free systems like Electro-Mechanical Systems (EMB) in the far future.
• Adaptive Dampers: Market penetration of Adaptive Dampers (Semi-Active + Active) driven by the growth of electrification and higher levels of autonomy (L4)
• Chassis Domain Controller: New range of chassis-related controllers designed specifically for controlling cross-functional chassis systems.