📟Autowist Report 124

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Key headlines shaping the auto industry this week

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

✅ Chery introduced a 600 Wh/kg solid-state battery module, doubling current EV energy densities.
✅ Developed in collaboration with Beijing WeLion, it aims to deliver 1,300 km (808 miles) range on a single charge.
✅ The design uses lithium-metal anodes and advanced ceramic electrolytes to ensure safety and performance at scale. Mass production is expected in 2027, with the first prototypes entering testing next year.
✅ Chery plans to integrate the battery into its Exeed luxury sub-brand, showcasing China’s progress toward commercial solid-state deployment.

✅ YASA, owned by Mercedes-Benz, achieved a new power density record with its axial flux motor technology, exceeding 25 kW/kg.
✅ The compact design enables lighter, more efficient drivetrains ideal for high-performance EVs. The new unit will debut in AMG’s next electric supercar, reducing motor mass by 40%.
✅ YASA’s manufacturing will scale in the UK and Germany by 2026.

YASA’s breakthrough redefines EV efficiency per kilogram, highlighting the shift toward ultra-compact, high-output propulsion systems.

✅ Multiple Chinese manufacturers, including CATL and HiNa Battery, have started mass production of sodium-ion cells.
✅ These batteries use abundant, low-cost sodium instead of lithium, reducing dependency on scarce materials. Energy density now exceeds 200 Wh/kg, enough for mainstream EVs and grid storage.
✅ Sodium-ion batteries offer superior cold-weather performance and faster charge rates.

✅ General Motors revealed a unified vehicle computer architecture that will power all future electric and combustion vehicles. The system centralizes processing for ADAS, infotainment, and powertrain control into a single high-performance computing platform.
✅ Built in partnership with Qualcomm, it supports real-time OTA updates and cross-vehicle app compatibility. The architecture debuts in 2026 models and aligns with GM’s AI-first SDV strategy.
✅ It also allows shared development across Chevy, GMC, and Cadillac brands, cutting software costs by 40%.

✅ Automotive associations across Europe and Asia warn of renewed chip supply shortages due to conflicts and export curbs.
✅ Lead times for advanced automotive-grade semiconductors have stretched to over 40 weeks.
✅ EV and ADAS systems are most affected, risking production delays into Q1 2026.
✅ The European Automobile Manufacturers’ Association (ACEA) called for strategic semiconductor stockpiles.
✅ Some OEMs are re-prioritizing high-margin models to mitigate revenue loss.

✅ Chinese researchers claim to have achieved closed-loop EV battery recycling with 95% material recovery efficiency.
✅ The process recovers nickel, lithium, and cobalt using low-energy chemical separation.
✅ Pilot plants are already operational in Guangdong and Anhui provinces.
✅ State media reports China aims for 80% recycling coverage by 2028.

✅ Stellantis and Pony.ai announced a partnership to develop autonomous robotaxis for European cities.
✅ The collaboration will integrate Pony.ai’s Level 4 autonomy stack into Citroën and Fiat vans. Initial trials will begin in Paris and Milan in 2026, using Stellantis’s SDV platform.
✅ Both companies plan to co-develop a dedicated mobility operating system for fleets.

This week’s key movers in the automotive stock market

A focused look at recent automotive company financials

✅ Autoliv, the world’s leading automotive safety supplier, reported better than expected Q3 earnings.
✅ Revenue rose 8% year-over-year, driven by strong airbag and steering wheel demand.
✅ Management raised full-year guidance, citing robust global recovery in vehicle production.
✅ Shares surged over 6% in early trading following the results.

✅ GM reported strong Q3 2025 results, with EPS beating Wall Street expectations by $0.31.
✅ The automaker’s cost-cutting initiatives and improved EV margins drove profit growth.
✅ Software and financing divisions contributed significantly to overall earnings.
✅ Shares rose over 8% in post-market trading.

Fresh Innovations from global automotive OEMs

Porsche’s new T-Hybrid system began as a simple fix for turbo lag: an electric motor inside the turbocharger that spools it instantly. But a recent patent reveals the real breakthrough: Porsche has found and solved a problem almost no one noticed: uneven airflow in twin-turbo engines.

In twin-turbo setups, each turbo feeds one bank of cylinders through a shared intake. Ideally, both provide equal airflow. In reality, small fluctuations in temperature or valve timing create imbalances, one turbo pushes harder than the other, leading to uneven boost, torque dips, and, rarely, reverse airflow that can damage components.

Porsche’s solution uses the same electric motors already inside its turbos. Sensors detect even slight pressure drops; software cross-checks turbo speeds; if one slows, its motor spins it back up. The result: perfectly balanced airflow and seamless torque delivery, all managed automatically.