Obtain the data you need to make the most informed decisions by accessing our extensive portfolio of information, analytics, and expertise. Sign in to the product or service center of your choice.
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.
Mireille Li - Chief Legal Adviser, Legal and Compliance
Department, CATL
2:20 PMHow to win electrification beyond China?
Tom Tsogt - Co-Founder & CTO, AVEVAI
2:45 PMPanel Discussion: New Ecosystem and Challenges in the Autonomous Driving Industry
Introduce the latest trends in autonomous driving data from
SPGlobal 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 SPGlobal'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:
Dao Kuan, Lu - Senior Research Analyst, Automotive Insights,
S&P Global Mobility
Panelists:
Yubin, Xu - General Manager of Autonomous Driving, RoboSense
Technology Co., Ltd
Fan, Zhu - Principal Architect, Intelligent Driving Group (IDG),
Baidu
Qi, Liu - Vice President of Marketing, Huixi Technology
3:25 PMNetworking Tea Break
3:45 PMPanel Discussion: Software Defined Vehicle Industry Outlook and Impact on Mainland China In Parallel with Electrification Future
Introduce the latest market trend of Digital Cockpit, Connected
Car and Software defined vehicle
Could you discuss the architectural transformations that SDVs
are undergoing, specifically the shift from domain architectures to
centralized ECUs, and the potential impact on vehicle
operations?
We are interested in how SDVs are reshaping the in-vehicle
experience. Could you elaborate on the opportunities and challenges
this presents for customization, infotainment, and user
interaction?
What challenges have you encountered in SDV design, including
system architecture, security, safety, and failure prevention? How
are these challenges being tackled?
Could you provide some insight into the division of software
development between the Original Equipment Manufacturer (OEM) and
suppliers?
How do you see large models innovation the automotive industry
and its business models? What potential applications could we
anticipate in the automotive sector?
Moderator:
Fanni Li - Principal Research Analyst, Automotive Supply Chain
& Technology, S&P Global Mobility
Panelists:
Wei, Wang - Senior Manager, Volkswagen Group China
Dongming, Bi - Consulting Director, Automotive Intelligence
Software Division, Neusoft Group
4:20 PMThermal Management Technology Outlook for Electrified Mobility
Thermal technology for electrified vehicles
Integration trend in the thermal domain
Development in e-mobility air-conditioning
Jie, Yang - Senior Research Analyst, Automotive Supply Chain and
Technology, S&P Global Mobility
4:50 PMThe value and basic process of S&P Global Corporate Sustainability Assessment (CSA)
The value of the CSA and S&P Global ESG score for
corporates and investors
The participation process of the CSA and the performance of
Auto industry companies
The basic methodology of the CSA
Analysis of some typical questions in the CSA for auto
companies.
Bill Zhang - Corporate Engagement Director- ESG, S&P Global
Sustainability One
5:20 PMQ&A | Closing Note
Lei, Zhang - Subject Matter Expert Principal, S&P Global
Mobility
