The discussion highlights the growing influence of Chinese automakers in the global market, with UBS predicting a significant decline in Western automakers' market share by 2030, except for Tesla's rise. Volkswagen's strategic partnerships with Chinese companies to catch up on EV technology are explored alongside the challenges Chinese brands face entering Europe. Toyota's hydrogen fuel cell pickup prototype and BMW's collaboration with AWS and Qualcomm for next-gen driver assistance systems are featured. The NHTSA's move to enforce an airbag recall against ARC Automotive and a new US battery joint venture for electric trucks round out the key industry developments.
- Chinese EV Makers Threaten Western Automakers - Chinese OEMs Urge More Cooperation - Chinese Reveals at Munich Auto Show - AWS and Qualcomm To Help Power BMW’s New Automated Driving System - Toyota Develops Fuel Cell Pickup Truck - NHTSA Takes Step to Force Airbag Recall - Cummins, Daimler and PACCAR Partner to Make Battery Cells
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This is Autolying Daily, the show dedicated to enthusiasts of the global automotive industry.
Every automaker that doesn't count China as their home country better be ready for a smaller slice of the global market. According to a UBS report, Western
automakers sell eighty one percent of all the vehicles in the world right now, but due to the rise of Chinese automakers and their affordable cars, that share of the market will fall to fifty eight percent by twenty thirty. However,
this doesn't apply to Tesla. UBS forecast that its market share will go from
two percent today up to about eight percent by the end of the decade.
That would put Teslas sales in the seven to eight million range, which would make it the third largest automaker in the world. The companies that really need
to worry are European automakers. The report doesn't include the US because UBS doesn't
think Chinese automakers will have cracked the market in any significant way by then.
So why is the Volkswagen Group even partnering up with Chinese automakers for future evs?
VW started running into problems, especially with software, and was falling behind in the development process, so it needed to do something quick. Even so,
VW Group CEO Oliver Bluma says he's not worried about Chinese automakers taking over the EU right now because they need to adapt their vehicles to European regulations and build out their sales networks, which is driving up their prices. And that
maybe why we're seeing a number of Chinese companies and even a Chinese policy advisor urging for more cooperation, which is a far cry from what we were hearing just last month BYDS CEO called on Chinese automakers to band together to quote demolish the old legends. That same CEO now says he sees more space to work
with German counterparts to promote green transportation. By being able to tap into their
sales and service networks, Chinese automakers will be able to start to bring down their prices in Europe. This might have you wondering why any Western company would
want to partner up with a Chinese automaker, but the UBS report says it's an unstoppable force and you can really see the start of China's Western invasion at the IAA Auto Show in munich Avatar, which is a joint venture between Changanatl Andhawei has their sleek new hatchback Sedan on display. Dong Fung showed off one
of its wild looking vans. Zeeker, which is part of GILI, announced
that Germany would be the third European market it sells vehicles in. Eve startup
Leap Motor reveal the new electric suv called the C ten, the largest ev maker and the world byd says it's kicking off European deliveries and pulled the wraps off a new electric suv called the clu Axpung announced that it will enter the UK, Germany and France next year. And lastly, CTL, the largest
battery maker in the world, is going to make its new LFP or lithium iron phosphate battery that it first showed off last month in both Germany and Hungary.
BMW is turning to a couple of tech giants to help power its next gen AUTOMATID driving system. The automaker announced that AWS or Amazon Web Services will
be the cloud provider for the platform. BMW will develop its new Advanced Driver
Assistance System with AWS to create new features for its next GENEVS called the New Class, which first launches in twenty twenty five. BMW also announced that it
will develop the next gen system using Qualcom's snap Dragon Ride platform, which is also being used by others like GM and Renault. BMW says these partnerships will
make the technology more efficient and help it bring it out faster. Toyota is
showing off a prototype version of its high Lux pickup truck that's powered by a hydrogen fuel cell system. The model was developed at Toyota's manufacturing plant in the
UK along with several partners and funding from the UK government. The truck's powertrain
features components from the Marii fuel cell sedan, and it also includes three high pressure tanks to store the hydrogen and a battery which stores electricity produced by the fuel cell. The hydrogen Highlux has an estimated range of six hundred kilometers or
three hundred and seventy three miles. Toyota plans to build a total attend by
the end of the year, which will be used to perform safety, durability, and performance tests. The National Highway Traffic Safety Administration, or NITZA,
is ratcheting up its dispute with airbag supplier ARC Automotive as you may remember back in May, the agency asked the company to recall tens of millions of airbag inflators because they can potentially explode and hurl shrapnel that occupants. But ARC Automotive
refused to do the recall because it said the inflators weren't defective. So yesterday
NITZA announced that it determined those airbags are defective. NITZA has scheduled a public
hearing for October, which is required before it can force a court ordered recall.
Our Automotive originally argued that NITZA only had the legal authority to issue recalls for car companies, but not suppliers. NITZA says the inflators are responsible for
at least two deaths and several injuries in the US and Canada since two thousand and nine. Heavy duty truck makers Cummins, Daimler Truck, and Pakar are
forming a joint venture to produce battery cells in the US called Accelera. Each
company will own thirty percent of the joint venture, while the remaining ten percent will be controlled by battery maker ev E Energy, which will provide its battery making know how to the partnership. The companies will invest two to three billion
dollars into a twenty one gigawatt hour plant that will initially produce LFP or lithium iron phosphate batteries for commercial electric trucks, but the companies didn't reveal where the plant will be located or when it will start production. That brings us to
the end of today's show. But before we go, I promised you in
yesterday's show an update on tomorrow's Autoline after Hours, and we've got doctor Royston Jones, the CTO of software company All Tear, coming on the show to talk about how technology is helping us make better cars. And we've also got
Mike Austin and Bill Visnick joining us to help tackle the hottest news items for the week. And thanks for you making Autoline a part of your day.
Autoline Daily is brought to you by Bridgestone Solutions for your journey, Intrepid Control Systems over the year, Engineering Boost Your Game, Scheffler we Pioneer Motion, and by Tajin Automotive Technologies the formula for Better Mobility. We want to know
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