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IN TODAY’S REPORT

⚡ROUNDUP

Key headlines shaping the auto industry this week

🔋 Batteries, Materials & Supply Chain

  1. Chinese lithium-ion battery separator prices could jump 30%, adding pressure to EV costs (Link)

  2. QuantumScape says solid-state batteries are ready to move into pilot-line production (Link)

  3. SK On and Ford split their U.S. battery joint venture (Link)

  4. BYD Sealion 7 review: premium electric SUV that resets expectations (Link)

🤖 Autonomy, AI & Software-Defined Vehicles

  1. Stellantis and Bolt partner to develop Level 4 autonomous vehicles for Europe (Link)

  2. Rivian reveals its in-house autonomous driving chip (Link)

  3. Rivian unveils broader in-house AI and AV tech at Palo Alto event (Link)

  4. Rivian’s AI assistant is coming to its EVs in early 2026 (Link)

  5. Rivian is positioning itself as Tesla’s main autonomous driving challenger (Link)

  6. Tesla reveals more than 10 billion km driven using FSD Supervised (Link)

💻 Infotainment, Digital Keys & In-Car Tech

  1. Samsung Wallet adds digital key support for select Porsche vehicles (Link)

  2. LG partners with Qualcomm on a next-gen AI cockpit platform (Link)

  3. Audi brings Disney content into the car via infotainment integration (Link)

  4. Rivian’s December software update adds customizable driver displays (Link)

🚗 Products, Models & Technology

  1. Xiaomi expands its electric vehicle lineup (Link)

  2. Xiaomi patent confirms the OEM is working on hybrid technology (Link)

  3. Geely EX5 debuts in China with independent four-wheel 90-degree steering (Link)

⚠️ Recalls, Quality & Reliability

  1. Mercedes recalls AMG EQE SUV due to a software issue (Link)

  2. Lucid rolls out a software update for the Gravity model to fix flagged bugs (Link)

⚙️ Manufacturing, Operations & Corporate Moves

  1. Lucid hits a weekly production rate of 1,000 EVs amid year-end push (Link)

  2. VW restructures its India operations, offering early exit to workers (Link)

  3. Molex introduces modular automotive connectors to simplify vehicle architectures (Link)

📜 Regulation, Pricing & Policy

  1. China drafts new auto pricing rules targeting below-cost vehicle sales (Link)

  2. BYD and other Chinese automakers respond to new pricing rules as industry braces for shake-up (Link)

🧠 Analysis & Commentary

  1. Why Rivian’s real “Tesla killer” might be its chip — not its vehicles (Link)

💼BRIEFING

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

China Drafts Auto Pricing Rules to Curb Below-Cost Sales (Link)

  • China’s market regulator released draft automotive pricing guidelines aimed at reining in the ongoing price war.

  • The rules represent Beijing’s strongest intervention yet in auto pricing practices and are open for public comment until December 22.

  • Automakers and dealers are warned of significant legal risks for selling vehicles below production cost to eliminate competitors or monopolize the market.

  • Below-cost sales are allowed only when legally clearing excess inventory.

What’s prohibited

  • Discounts or subsidies that push factory prices below cost.

  • Providing extra vehicle quantities to reduce effective pricing.

  • Submitting below-cost bids in tenders.

  • Selling below procurement cost at the dealer level.

  • Price collusion among automakers or parts suppliers, including fixing prices, price ranges, or calculation standards.

New rules for software-locked features

  • Paid feature activation (“paid unlocking”) must be fully disclosed at the time of sale.

  • Free trial periods must clearly state duration and post-trial fees.

  • Customers must be reminded before trials expire.

  • Features not disclosed at purchase cannot be charged later.

Volvo Opens Its Software Stack to Rivals After Overcoming Early Setbacks (Link)

  • Volvo is seeking partnerships and licensing deals for its new centralized software stack that will underpin all future electric models.

  • The move signals confidence that Volvo has resolved earlier software issues that delayed launches and caused recalls, notably with the EX90.

  • The system runs on a small number of high-performance central computers, similar to software architectures used by smartphone makers.

  • Volvo’s CTO says the company is open to collaboration, seeing software as a potential new revenue stream.

Rivian Unveils Custom Silicon, Next-Gen Autonomy Stack, and Deep AI Integration (Link)

  • Rivian announced major advances in in-house silicon, autonomy hardware, and AI-driven software at its first Autonomy & AI Day.

  • The company aims to reach personal Level 4 autonomy, positioning this as a major inflection point for the ownership experience.

Custom silicon & autonomy hardware

  • Rivian introduced its first in-house chip, RAP1, a custom 5nm processor built for vision-centric physical AI.

  • RAP1 delivers 1,600 sparse INT8 TOPS and can process 5 billion pixels per second.

  • The chip powers Rivian’s third-generation autonomy computer, ACM3, designed for scalability via a low-latency interconnect called RivLink.

  • Future R2 models will add LiDAR, improving redundancy and detection in difficult driving scenarios.

  • Gen 3 autonomy hardware is undergoing validation, with R2 deployment expected from late 2026.

Software-first autonomy platform

  • Rivian unveiled its Large Driving Model (LDM), trained similarly to large language models using massive driving datasets.

  • The system uses Group-Relative Policy Optimization to distill better driving strategies into vehicles.

  • Near-term software upgrades bring Universal Hands-Free driving to Gen 2 R1 vehicles across 3.5+ million miles of roads in the US and Canada.

📈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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