Semiconductor chips are tiny but their contribution to modern mobility is huge, so when something happens with the supply, the whole industry is thrown into turmoil. Automakers that can’t get their hands on enough parts have been forced to scale back production, in some cases dramatically. Moody’s is warning that the shortage will “severely” slow the industry’s recovery in key markets. Ford and General Motors are expected to lose about one-third of their EBITA, and even Tesla won’t be immune. This month’s issue takes a closer look at the risks associated with disruptions in the industry’s exceedingly complex supply chain—risks which may well accelerate in the shift to electrification.
We also take a deep dive into the new six-year partnership between Ford and Google, a further reflection of the symbiotic relationship between the automotive and technology sectors. Meanwhile, the UK is rolling out promising infrastructure advances to support flying taxis and the EU is moving forward with laws around EV batteries that could influence global policy. Analysis also includes C-Suite insights from Knorr-Bremse, AI Motive, HERE Technologies and Volkswagen Caminhoes e Onibus.
In this issue:
- The software-loaded car hit hard by microchip shortage
- The Ford-Google tie-up is a sign of the times
- Will infrastructure block the flight path to urban air mobility?
- Are SPACs the real deal for future mobility investors?
- Tesla pins growth on new factories and new models
- Brexit camps emerge: double down or up stakes?
- Sony’s ADAS expert bullish on the sector’s future
- Where is location data heading?
- EU battery legislation could set global benchmark
- CV supplier uses tech incubator to spur e-mobility progress
- Robo-shuttles suit MaaS better than robotaxis
- Geely flurry spotlights pressure to position for new mobility
- Concern mounts over ‘confusing’ ADAS terminology
- ‘Huge opportunities’ ahead for truckmakers in Brazil
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