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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.
Damon Zhang - Associate Director Sales, Greater China, S&P
Global Mobility
10:00 AMThe Strange Rise and Fall of NEV: Volatility as New Normal
Is a full-hybrid boom (outside Mainland China)
sustainable?
Does PHEV/REEV have good potential in the EU/US?
Prospect of advanced/ full autonomous driving in major
markets
Huaibin, Lin - China Light Vehicle Sales Automotive Forecast
Lead, S&P Global Mobility
10:45 AMGlobal Automotive Production Outlook- Factors Leading to the Slowdown
Global production outlook by region
Deviation between industry output and demand
Chinese OEMs' oversea strategy
Capacity transition among regions
Gao, Tao - Greater China Light Vehicle Production Forecasting
Lead, S&P Global Mobility
11:15 AMUltra-Fast Charging to Accelerate Electrification and Speed Up the Construction of High-Quality EVCI
High voltage and electrification are the key trends guiding NEV
development, from B and C-class vehicles to A-class, and commercial
vehicles
Accelerate the construction of high-quality charging networks
focusing on super- and fast-charging to help accelerate the
transformation of vehicle electrification
The technical architecture of charging equipment is moving
toward "full liquid cooling, modularization, intelligent power
pooling, and DC bus
Peng, Peng - Vice President, Huawei Digital Power
11:45 AMIntelligent Electric Vehicle Development Status and Trend Analysis
Global new energy vehicle market analysis
Intelligent electric vehicle diversified technology
breakthrough
The potential of China's new energy vehicles
Dongshu, Cui - Secretary General, China Passenger Car
Association (CPAC)
12:15 PMQ&A
Gao, Tao - Greater China Light Vehicle Production Forecasting
Lead, S&P Global Mobility
12:30 PMNetworking Lunch
1:45 PMNew 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. Ask guests for their views on the advanced
driver assistance market, focusing on perspectives from original
equipment manufacturers (OEMs), user acceptance, and future smart
driving product planning.
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?
Daokuan, Lu - Senior Research Analyst, Automotive Insights,
S&P Global Mobility
2:40 PMDialogue: Software-Defined Vehicle Industry Outlook and Impact on Mainland China In Parallel with Electrification Future
Discussion Highlights:
The latest market trend update on Digital Cockpit, Connected
Cars, and Software-defined vehicle
Architectural transformations that SDVs are undergoing,
specifically the shift from domain architectures to centralized
ECUs and the potential impact on vehicle operations
How SDVs are reshaping the in-vehicle experience; the
opportunities and challenges SDVs present for customization,
infotainment, and user interaction
Challenges encountered in SDV design, including system
architecture, security, safety, and failure prevention and
solutions
Insights on the division of software development between the
Original Equipment Manufacturer (OEM) and suppliers
Large models' innovation in the automotive industry; business
models and potential applications
Moderator:
Fanni Li - Principal Research Analyst, Automotive Supply Chain
& Technology, S&P Global Mobility
3:10 PMPanel Discussion: Fostering a Sustainable Future: How Can Battery and Charging Innovations Drive the Transition to Electrified Mobility
Discussion Highlights:
Synergy between suppliers and automakers to accelerate the
transition to electric vehicles
Exploring current challenges in battery/charging
technology
Envisioning advancements in battery/charging technologies
Efforts to reduce the environmental impact of electric
vehicles
Moderator:
Han, Gao - Senior Research Analyst, Automotive Supply Chain
& Technology, S&P Global Mobility
Panelists:
Jia, Liu - Industry Research Department General Manager,
Gotion
Peng, Peng - Vice President, Huawei Digital Power
Kelly Wang - Market analyst Manager of Marketing Department, EVE
Energy Co., Ltd
3:50 PMNetworking Tea Break
4:15 PMGlobal Energy Storage Market- Competition and Product Innovation Shaping the Supply Chain
Global energy storage (ES) annual installation will grow about
30 times from 10GWh in 2020 to 300GWh 2030. S&P Global
Commodity Insights forecast that Lithium-ion battery will remain
the dominant ES technology throughout the decade, accounting for
more than 80% of the ES market by 2030. As a result, ES has become
the second largest sector for battery demand next to electric
vehicle (EV).
Chinese suppliers have been at a dominant position in the
global ES supply chain, accounting for more than 90% of the global
ES battery shipment in 2023. Rapid capacity expansion in
lithium-ion battery production resulted in China alone being able
to supply and significantly exceed global demand in 2024 and 2025.
In order to reduce dependence on Chinese imports, governments
continue to have ambitions of building more local energy storage
supply chains.
In this presentation, we will present our forecast on the
global energy storage market outlook. We will also look at the
competitive landscape and product innovation in the Lithium-ion
battery ES supply chain. In combination with the localization
policies, we will discuss how the battery energy storage price will
evolve in the next few years.
Anqi, Shi - Senior Market Analyst, Batteries and Energy Storage,
S& P Global Commodity Insights
4:45 PMGlobal Insights, Local Impact: Mastering Sustainability Regulations Impacting China Automotive Sector
Explore the evolving landscape of global sustainability
regulations
Unravel the complexities of international sustainability
regulations affecting China's automotive sector
Discuss developments in international standards such as UNECE
and EU regulations and implications for China's automotive
sector
Gain insights on proactive regulatory scanning to anticipate
changes
Susanna Huang - Consulting Principal, S&P Global
Mobility
5:15 PMQ&A | Closing Note
Lei, Zhang - Subject Matter Expert Principal, S&P Global
Mobility
