AD #4173 - Porsche Cayenne Electric Gets Formula-E Tech; Automakers Urge Extension of USMCA; VW To Develop New In-House Chip

Speaker 1: This is Autoline Daily, the show dedicated to enthusiasts of the global automotive industry. Automakers are urging the Trump administration

to extend the USMCA free trade deal, which is up for a formal review next year. Most major automakers operating

in North America filed comments with the US Trade Representatives Office, saying the United States Mexico Canada agreement is crucial for their investment decisions. Automakers say the deal helps them to

quote compete globally through regional integration, which delivers efficiency gains.

Those gains account for tens of billions of dollars in annual savings. Automakers are facing higher costs to ship vehicles

to the US. The CEO of Car Carrier, while Lennius

will Helmsen, which operates roll on, roll off or rowrow ships, says automakers could face two to three hundred dollars in additional per vehicle. It's all got to do with higher

than expected US port fees on foreign built ships, which took effect as part of a trade dispute between the US and China. While the US and China reached a

deal last week to not raise shipping fees for the next year, while Lennias says it's not clear if railroad ships are part of that exemption and that's why automakers may face higher costs. Looks like European automakers are getting

their wish granted. In an effort to boost car sales

and better compete with Chinese automakers. Europe is planning on

creating a new category of small electric vehicles. That plan

could come out next month and is expected to create a new category between quadricycles, which weigh a few hundred kilograms and all other vehicles. Models in this new category

won't have to be equipped with as much safety equipment and technology as larger cars, which automakers had complained made them too expensive. The EU says the goal is to

bring vehicles priced between fifteen thousand to twenty thousand euros to the market. Volkswagen software division Carriad failed at developing

an electronic architecture on its own, which is why the company has plans to pour nearly six billion dollars into Rivian and as part of the reason it's pouring roughly fourteen billion dollars into vehicle development for the Chinese market.

Some of that fourteen billion dollars went to a new R and D center, which has helped VW shortened product launch cycles by over thirty percent and optimize costs by forty percent. Another two point seven billion went towards forming

a new joint venture between Horizon Robotics and carread called Carrizon.

It's already developed a new electronic architecture, including advanced driver assistance functions that will launch on VW's next gen models for the Chinese market in twenty twenty six, But in the next three to five years the company plans on launching level three and above hands free driving systems. So

it's investing another two hundred million dollars into carries On to develop its own in house chips, which we'll be able to support those functions plus much more. In more

technical terms, each chip will have the computing power of five to seven hundred tops.

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Speaker 1: More automakers are reporting their quarterly earnings. Let's take a

look at Toyota first. The automakers sold nearly two point

four million vehicles, up about three percent compared to a year ago. That brought in eighty four billion dollars in

revenue and eight percent gain. However, Toyota's operating profit tumbled

twenty seven percent to five point seven billion dollars due to tariffs and unfavorable foreign exchange rates, but thanks to one time gains, its net profit sold sixty two percent to six point five three billion dollars. Toyota says it's

sticking with its full year sales forecast of nine point eight million vehicles, which would be about a five percent improvement over last year. BMW also had a strong quarter.

The automakers sold more than five hundred and eighty eight thousand vehicles, including mini and Rolls Royce, which was up nearly nine percent compared to a year ago, but its revenue dips slightly to thirty two billion euros. BMW's EBIT

was up thirty three percent to two point three billion, and its net profits skyrocketed by more than two hundred and fifty percent to one point seven billion euros, and despite terrace and increased global competition, BMW says it's on track to meet its full year targets. Porsche is sharing

a couple of great examples of how what it learns on the racetrack can be applied to its regular passenger vehicles.

It's currently the reigning world champion in Formula E and took nohow from its nine nine X racecar, like direct motor cooling and regenerative braking, and put that into the new Cayena Electric which is supposed to come out in the middle of next year. While I know things like

direct motor cooling and regenitive braking are nothing new, the grueling conditions of a racetrack can really help you to optimize for efficiency and performance. Instead of having coolant flow

through a water jacket around the state or like most conventional ev motors, Porsche put grooves in the stater so the coolant flows directly over the copper conductors. It says

its motor would need to be one and a half times bigger to cool it properly the conventional way, and I think what Porsche's doing with regenative braking is even more impressive. It says it's able to generate up to

six hundred kilowatts when slowing down. That's more than any

public fast charger can put out outside of China. I

only did a quick search, but I couldn't find any other automaker that's even close to six hundred kilowatts. The

Shaumi SU seven Ultra was the closest I could find at four hundred kilowatts, while a more everyday vehicle like the Hyundai Ionic nine generates up to one hundred and fifty kilowatts during regeneritive breaking. Pougeo unveiled its vision of

the future with a concept car it calls the Polygon.

While this is the only picture it showed off ahead of its full reveal on November twelfth, it says we can expect a unique interior space and new tech like a full steer by wire system that brings us to the end of today's show. Thanks for making autoline a

part of your day.

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