🚝Autowist Report 117

• ⚡ROUNDUP

• 💼BRIEFING

  • Stellantis Unveils EV Prototype with Integrated Ba …

  • BYD Unveils Tesla Megapack Rival With ~2× Capacity …

  • Chinese Brands Outsell Renault (and Audi) in Europ …

  • Berkshire Hathaway Fully Exits BYD (Link)

  • BYD Makes Big Gains in Spain With Low Prices, Fast …

  • Stellantis Detects Data Breach, Activates Response …

  • Porsche EV Delay Triggers ~$6B Hit to Volkswagen ( …

  • CYFIRMA Investigation Report on Jaguar Land Rover …

  • JLR Delays Production Restart to 1 October After C …

  • China’s EV Industry Faces Tailspin Amid Overcapaci …

• 🐦AUTO BUZZ

⚡ROUNDUP

Key headlines shaping the auto industry this week

• Porsche realigns propulsion strategy, retains combustion engines (Link)

• MIPI A-PHY reaches milestone of first SerDes standard to enter mass production with global automotive OEM (Link)

• Chinese car brands outsell Renault in Europe in August (Link)

• Volvo EX90 finally gains key safety systems in major upgrade (Link)

• Nio plans trial operations for fifth-generation battery-swap stations by late 2025 (Link)

• Aurora secures first customer for autonomous truck TMS (Link)

• Era of the connected car has finally arrived, study says (Link)

• Buffett’s Berkshire Hathaway exits its BYD position (Link)

• Volvo EX90 software issues surface (Link)

• China’s FAW takes 35.8% stake in ADAS supplier Zhuoyu (Link)

• Stellantis detects data breach, activates response protocols (Link)

• Stellantis cancels plans for an electrified Jeep Gladiator (Link)

• Porsche EV disaster: $6 billion wipeout slams Volkswagen (Link)

• Inside Hyundai’s fleet strategy (Link)

• JLR delays production restart to October 1 after cyber attack (Link)

• 2027 BMW X5 spied with no tailpipes, will offer five drive system variants (Link)

• 2026 Volvo EX90 computer and battery upgrades detailed (Link)

• Volvo launching new next-gen hybrid vehicle (Link)

• GM Financial to release third quarter 2025 operating results (Link)

• Tesla granted patent for new “unboxed” process for its Cybercab (Link)

• Has Waymo gone end-to-end AI? (Link)

• Investigation report on Jaguar Land Rover cyberattack (Link)

• China’s BYD makes gains in Spain with low EV prices, fast expansion (Link)

• Automakers resist raising car prices because tariffs might not last (Link)

• China is sending its world-beating auto industry into a tailspin (Link)

• Polestar 2 hit with safety recall over rearview camera issue (Link)

• Rivian to begin fixing faulty turn signals in 2025 R1 vehicles after June recall (Link)

• Bentley set to follow Porsche in extending ICE age, confirms CEO (Link)

• Stellantis unveils EV prototype with revolutionary integrated battery system (Link)

• BYD unveils Tesla Megapack competitor with twice the capacity (Link)

💼BRIEFING

Top insights and analysis that is moving the needle in the automotive industry

Stellantis Unveils EV Prototype with Integrated Battery System (IBIS) (Link)

✅ IBIS integrates inverter + charger into the battery pack, improving efficiency (~+10%) and cutting weight (~40 kg). Reuters+1

✅ Being road-tested in a Peugeot e-3008; production targeted later this decade. Stellantis Media

🔍 Integration points to simpler, cheaper, faster-charging EVs, a key step to mass adoption.

BYD Unveils Tesla Megapack Rival With ~2× Capacity (Link)

✅ New HaoHan grid storage unit targets utility-scale projects with much higher energy per unit vs Megapack 3. Electrek

✅ Pitch is lower cost per MWh and denser installations for big grids. CBT News

🔍 The stationary storage arms race is intensifying—critical for renewables and EV-friendly grids.

Chinese Brands Outsell Renault (and Audi) in Europe in August (Link)

✅ Chinese OEMs hit 5.5% share in Europe-28, boosted by a PHEV surge; BYD ranks among top PHEV sellers. JATO+1

✅ 43.5k Chinese-brand registrations in Aug (+121% YoY), outpacing Renault and Audi. Reuters

🔍 Expect more localized production and price pressure as Chinese brands entrench in Europe.

Berkshire Hathaway Fully Exits BYD (Link)

✅ After a 17-year ride, Berkshire has sold out of BYD, locking in 20×+ gains since 2008. Reuters

✅ Exit comes as BYD growth cools and China market price wars intensify. Reuters

🔍 Signals portfolio rotation and highlights volatility in China’s EV cycle.

BYD Makes Big Gains in Spain With Low Prices, Fast Expansion (Link)

✅ BYD hit >10% EV share in Spain (July), with Seal U DM-i topping PHEV charts; dealer network scaled from ~25 to ~100. Reuters

✅ Plans European production within ~3 years, potentially including Spain. Reuters

🔍 A template for Chinese OEMs: sharp pricing + fast retail build-out = quick share wins.

Stellantis Detects Data Breach, Activates Response Protocols (Link)

✅ Third-party vendor breach affected North American customer service data; no sensitive financials exposed, per early probe. Reuters+1

✅ Company launched incident response, customer notifications, and warned of phishing risks. Reuters

🔍 Another reminder that vendor ecosystems are prime attack surfaces for automakers.

Porsche EV Delay Triggers ~$6B Hit to Volkswagen (Link)

✅ Porsche is delaying EV launches and extending ICE/hybrid lifecycles, prompting VW to cut 2025 profit outlook by €5.1B. Reuters+1

✅ Shares of VW and Porsche dipped on the news. Reuters

🔍 Luxury EV demand headwinds are forcing strategy resets and margin guidance cuts.

CYFIRMA Investigation Report on Jaguar Land Rover Cyberattack (Link)

✅ Attributes the Aug 31 cyberattack to threat groups linked with Scattered Spider / Lapsus$ / ShinyHunters.

✅ Attack caused global IT outages, halting production and disrupting dealer systems during UK “New Plate Day.”

✅ CYFIRMA highlights vulnerabilities in third-party vendor networks and weak segmentation as entry points.

🔍 Shows how cybersecurity gaps can paralyze global OEMs, with ripple effects across suppliers, dealers, and revenue.

JLR Delays Production Restart to 1 October After Cyberattack (Link)

✅ JLR extends factory shutdown to Oct 1, one month after the cyberattack.

✅ UK government is assessing supplier relief as 700+ vendors face cashflow strain.

✅ Analysts estimate £1.7B+ lost revenue and tens of thousands of undelivered cars.

🔍 A case study in how cyber risk is now a material operational risk equal to strikes or natural disasters.

China’s EV Industry Faces Tailspin Amid Overcapacity (Link)

✅ Massive overcapacity is leaving lots full of unsold cars; some sold as “zero-mile used” vehicles.

✅ State subsidies tied to production quotas are fueling waste, with smaller EV makers bleeding cash.

✅ Analysts warn of a coming shakeout; giants like BYD remain stable but smaller OEMs are at risk.

🔍 Highlights the risk of policy-driven bubbles—China’s EV push could trigger global price wars, exports surge, and consolidation.

🐦AUTO BUZZ

Top posts, tweets, and videos from the automotive industry