“Building Smart Cars of the Future” S&P Global Automotive Helps Explore New Paths for Industry Transformation
“Currently, the automotive industry is undergoing a profound transformation that has not been seen in a century. The penetration of artificial intelligence technology is driving trends such as autonomous driving, software-defined vehicles (SDV), and new energy transformations forward, while the industry also faces challenges such as rising costs, intensified global competition, and supply chain reconstruction.” said Tao Guo, Global Automotive Analyst at S&P Global Mobility, “How to better complete the transformation of the automotive industry in the new era has become a focus for the entire industry.”
On August 14, S&P Global Mobility held a media press conference for the “2025 Mobility Intelligence Dialogue” series of activities in Beijing. On-site, relevant personnel from S&P Global Mobility analyzed the current situation of the automotive industry and announced that this series of events will be launched successively in Shanghai on September 9, Beijing on September 11, and Guangzhou on September 16.
Lian Fen Ni, Chief Analyst for Automotive Supply Chain and Technology at S&P Global Mobility, said that it is expected that the global vehicle connectivity market will grow from 56 million vehicles in 2023 to 77 million vehicles by 2030, with a global vehicle connectivity penetration rate increasing from 68% to 85%. “In the future, more than 95% of new cars will have OTA upgrade capabilities, and the focus will be on seat and intelligent driving.”
“As an important component of new energy vehicles, electric drive systems and related components are positioned at a competitive core, characterized by high power and high integration. Some suppliers even launch 11-in-1 drive systems suitable for domestic applications.” said Yang Jie, Senior Analyst for Automotive Supply Chain and Technology Forecasting at S&P Global Mobility, “Only relying on current vehicle disassembly data cannot provide the insights needed for future products, but it is crucial to develop products that can surpass competitors and meet customer needs.”
According to Zhang Lei, Head of OES Business at S&P Global Mobility, the “2025 Mobility Intelligence Dialogue” series of activities focuses on the theme of "Building Smart Cars of the Future", gathering more than 400 industry leaders, association representatives, mainframe manufacturers, and supply chain executives from around the world to jointly explore the transformation paths for the automotive industry in the age of artificial intelligence, technological breakthroughs, and global opportunities.
The conference will delve into four major trends: one is the globalization of new energy vehicles, covering China's new energy vehicle export pattern, the growth rate of pure electric (BEV) markets in different regions, and key areas of electrification; two is the landing of smart technologies, focusing on high-level autonomous driving, software-defined vehicles, and other industry hotspots such as seat fusion, large models empowering intelligent seats, to software upgrades and subscription business models; three is the construction of supply chain resilience, analyzing battery technology iteration, charging infrastructure layout, and the development of electric drive industries; four is enterprise strategic restructuring, decoding carmaker competition logic from financial data, R&D investment, globalization layout, etc.
Industry leaders including SAIC Group, Chery Automobile, Guangqi Group, Beijing Automotive Group, Volkswagen Investment (China) Co., Ltd., Ideal Automobile, Roewe Automobile, Landwind Investment (China) Co., Ltd., Siemens AG, BYD Auto, Horizon Robotics, Sprint Creative, Horizon Wealth, Carlink World, Feng International, Tencent, Huawei Engine, Eastsoft Group, Tianyuan Technology, Guanghong Technology, TCL, China Galaxy Securities, S&P Credit Rating, S&P Global Commodity, and S&P Global Market Intelligence will participate in the dialogue, sharing practical experiences from technology research and development, product strategy, market layout, etc. In addition, S&P Global Mobility's analysts will release the latest industry reports, covering key fields such as light vehicle sales forecasts, power system technology predictions, financial competition strategies, etc.
Zhang Lei said that “2025 Mobility Intelligence Dialogue” is not only a collision of industry ideas but also an operational platform to help enterprises grasp trends and implement strategic plans. By focusing on technological innovation and globalization layout, the event will assist Chinese automotive companies in transforming from "scale expansion" to "high-quality development", providing intellectual support for the industry's transformation towards a more electric, autonomous, interconnected, and sustainable future.