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IN TODAY’S REPORT

⚡ROUNDUP

Key headlines shaping the auto industry this week

⚠️ Recalls & Safety

  1. Software error triggers recall of nearly 230,000 Ford Bronco SUVs (Link)

💰 Corporate & Financial Moves

  1. Cerence reports strong FY2025 results, beating revenue guidance (Link)

  2. Maruti Suzuki invests in mobility startup Ravity to boost innovation ecosystem (Link)

  3. Xiaomi surpasses 2025 EV delivery targets, raises annual goal to 400,000 cars (Link)

🔋 Batteries, Electrification & Energy

  1. QuantumScape hosts solid-state battery symposium, unveiling latest breakthroughs (Link)

  2. China builds its first large-capacity 60 Ah solid-state battery production line (Link)

  3. Dongfeng and QuantumScape’s progress shows solid-state battery commercialization is accelerating (Link)

  4. HydroHertz’s DectraValve introduces new thermal management tech for EV batteries (Link)

🤖 Autonomy, AI & Software

  1. Waymo receives regulatory approval to expand across the Bay Area and Southern California (Link)

  2. Tesla rolls out FSD v14.2 with upgraded neural network vision encoder (Link)

  3. Musk says Tesla’s AI5 chip is nearing tape-out, work begins on AI6 (Link)

  4. Donut Lab unveils new software platform to accelerate EV development cycles (Link)

  5. Google integrates Gemini AI into Android Auto for smarter navigation and voice control (Link)

  6. Deep dive: Gemini’s hidden features within Android Auto and Google Maps (Link)

  7. “From UX to engineering” — how gaming engines are powering new mobility experiences (Link)

🧠 Chips, Components & Supply Chain

  1. Volkswagen secures key chip supply, says brand chief Thomas Schäfer (Link)

  2. BYD leads the EV boom across Central and South America (Link)

  3. Audi’s new China sub-brand previews second e-SUV model (Link)

🚗 Products, Launches & Market News

  1. Volvo set to ditch LiDAR for 2026 models, sparking backlash from Luminar (Link)

  2. BYD drops its signature rotating screen in new models (Link)

  3. Audi e-SUV concept under the new “By Audi” brand looks production-ready (Link)

  4. GM unveils a sporty new Chevrolet EV concept designed for China (Link)

  5. Renault Trucks launches new long-distance electric truck lineup (Link)

  6. Volvo EX30 and EX90 to get synchronized software platform from 2026 (Link)

  7. Porsche’s new recycling initiative turns steering systems into sustainable materials (Link)

  8. Skoda’s Czech factory — now larger than Monaco — becomes a showcase for advanced automation (Link)

💼 Industry & Policy

  1. Ford, Stellantis, and GM CEOs to testify before Congress over car prices and EV strategy (Link)

  2. Stellantis and Verra Mobility launch connected vehicle solution for fleet operations (Link)

  3. BMW pilots behavioral programs to encourage more efficient driving habits (Link)

💼BRIEFING

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

  • Ford Motor Co. is recalling approximately 229,609 units of its 2025-2026 model year Ford Bronco and Bronco Sport SUVs due to a software error in the digital instrument cluster. The bug can prevent the display from showing key information such as vehicle speed and warning lights.

  • According to official filings with the National Highway Traffic Safety Administration (NHTSA), the fix involves either over-the-air (OTA) software update or a dealer installation, offered free of charge.

  • The affected vehicles include ~101,002 Broncos and ~128,607 Bronco Sports built from late spring 2024 through November 2025.

  • No crashes or injuries have yet been attributed to the defect, but the failure to display essential driving information is considered a serious safety concern.

  • BYD is phasing out its signature “rotating” infotainment screen—which could flip between portrait and landscape modes—starting with the new Atto 2 model.

  • The decision stems from usability and compatibility concerns: BYD’s vice-president states that although drivers liked the rotating screen as a novelty, actual usage was low. It also limited integration of major third-party platforms like Apple CarPlay and Google Android Auto (which only work in landscape mode).

  • BYD plans to replace the rotating screen with a fixed-orientation (landscape) display, enabling smoother integration of apps/services and improving global market readiness (especially in regions where CarPlay/Android Auto are expected).

  • Maruti Suzuki India Limited (MSIL) announced an investment of approximately INR 2 crore (~US$240 k) in Ravity Software Solutions Private Limited, acquiring a ~7.84% equity stake.

  • Ravity is a Bengaluru-based startup founded in 2022, specialising in AI-powered connected mobility intelligence—helping OEMs and fleet operators leverage vehicle data for quality/operations/insights.

  • This is the third startup investment under MSIL’s “Maruti Suzuki Innovation Fund” (previous investments: Amlgo Labs in March 2024; Sociograph Solutions in June 2022).

  • The Chinese EV maker Xpeng Inc. is aggressively transforming into a “tech company on wheels,” mirroring Tesla, Inc.’s model by combining electric vehicles, in-house chips and robotics.

  • Xpeng showcased its humanoid robot “IRON” and announced a big push into what it calls Physical AI—AI that perceives, reasons and acts in the physical world, not just on screen.

  • Their autonomous-driving platform “VLA 2.0” (Vision, Language, Action) is designed to integrate large language models, driving-scene data, and in-house “Turing” chips to achieve higher levels of autonomy.

  • The firm collected 100 million hours of driving-data via video, which feeds its AI training and simulation base for long-tail driving scenarios.

  • Xpeng aims to roll out robotaxi- and high-level autonomy-enabled models in 2026, and it intends the same stack to work globally (not just in China).

  • Verra Mobility, a U.S.–based mobility-technology company, has launched its AutoKinex® in-vehicle commerce platform which enables drivers to pay for tolls, road-usage charging, parking, fueling and EV-charging directly from their vehicle.

  • The first OEM partner is Stellantis N.V., with the service rolling out initially in 2021-model-year and newer Chrysler, Dodge, Jeep® and Ram vehicles in the United States.

  • The platform is OEM-ready, requiring no additional hardware or mobile apps for drivers: location of the vehicle is matched to tolling agencies and payments processed automatically, with transponder provided at no cost for gated toll sites.

  • Verra positions AutoKinex not just as a convenience feature but as a scalable revenue channel for automakers, embedding mobility services and commerce into the vehicle experience.

  • Google Gemini, the next evolution of Google’s artificial-intelligence assistant, is being integrated into Android Auto, replacing the older Google Assistant.

  • The rollout is global, available in 45 languages, and applies to vehicles that support Android Auto and smartphones upgraded to Gemini.

  • Gemini brings advanced conversational features: it can parse emails to find addresses and set destinations in Maps, translate messages in real-time, identify EV charging stations with specific operators and wait-time filters, and summarise group chats.

  • For OEMs whose infotainment systems use Android Automotive OS (AAOS), cars from companies such as Volvo and Polestar are listed among first recipients.

  • The CEOs of Ford Motor Company, General Motors Company and Stellantis N.V. have been summoned to appear before the U.S. Senate Commerce Committee on January 14 2026 to answer questions about soaring vehicle prices, electric-vehicle strategy, government regulation and trade impacts.

  • U.S. lawmakers, led by Ted Cruz, are probing how regulatory burdens and EV mandates may have contributed to new-vehicle average prices that have more than doubled over the past decade.

  • The hearing also includes participation by Tesla, Inc. (via a senior-exec invite) and will explore how fuel-economy rules, EV incentives and manufacturing costs are shaping consumer affordability.

📈MARKET SNAPSHOT

This week’s key movers in the automotive stock market

🐦AUTO BUZZ

Top posts, tweets, and videos from the automotive industry

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