Automotive World Journal – June 2025

On this situation:

Information

• World mild automobile gross sales forecast – Might 2025 version

Outcomes

• BMW sticks to its full-year steering
• Ferrari and Lamborghini resilient regardless of tariff disruption
• Ford: 2024 revenue constrained by EV losses, outlook weaker
• GM: by no means thoughts Q1, what’s in prospect for the remainder of 2025?
• Mazda switches to “survival mode”, withholds steering
• Stellantis Q1: nonetheless within the doldrums as new CEO confirmed
• Auto provider margins decline to close historic low

Markets

• China’s home producers enhance market share
• De Meo and Elkann name for regulatory flexibility in Europe
• Toyota goals for 20% PHEV gross sales quantity by 2030 in US
• Commerce battle provides additional turbulence to EV transition
• Is the UK-India commerce settlement an excellent deal for automakers?
• Idea of a plan: contained in the US-UK commerce replace
• Do US tariffs imply automobile value rises are inevitable?
• Tariffs trigger US new automobile costs to spike in April
• US commerce courtroom guidelines (most) Trump tariffs unlawful

Technique

• Geely targets asset consolidation with Zeekr merger
• Rise in forecast losses speed up Nissan’s transformation
• Are additional cuts sufficient to reverse Nissan’s decline?
• EV slowdown boosts legacy expertise at GM and Stellantis
• The place subsequent for Stellantis underneath new CEO?
• Subaru rethinks EV technique, provide chain over tariff fears
• The place subsequent for VW Group tech underneath new R&D head?
• Volvo Automobiles to chop 3,000 jobs, principally white-collar
• CV sector challenges demand tailor-made options

Autonomous mobility

• Will robotaxis stage a comeback for shared mobility?
• Uber talks robotaxi technique throughout newest earnings name
• Musk confirms Mannequin Y testing for robotaxi service in Austin
• Pony.ai indicators MOU to scale UAE robotaxi service

Software program-defined automobile

• Stellantis and Amazon “winding down” software program partnership
• How will value level affect E/E structure?
• Toyota spotlights new RAV4 for safety-first SDV idea
• Paris demo spotlights satellite tv for pc connectivity advances

Electrical mobility

• EREVs: simply one other interim expertise or an actual answer?
• GM and LG unveil lower-cost LMR tech breakthrough
• Goodbye inexperienced agenda? Congress kills California EV guidelines
• Do autonomous autos require autonomous charging?

Manufacturing

• GM: as soon as a worldwide large, now regional participant
• Pakistan: new child on the block of automotive exporters