Have chips supply-chain lessons been learned?

Nissan warn of big loss; Hyundai profit fall; BYD sales down

Share with friend    View in browser DECODED Automotive November 03, 2025 SPOTLIGHT READ Nexperia crisis gives rise to chip supply concerns Nexperia was created in 2017 when NXP sold its Standard Products division to two Chinese investor Groups. LATEST NEWS IN YOUR INDUSTRY Nissan warns of full-year operating loss of $1.8bn amid market headwinds The outlook reflects anticipated pressures in the second half, including supply chain risks, foreign exchange volatility and tariffs.   Hyundai's profit falls 20% in Q3 on US tariffs The US government introduced a 25% tariff on South Korean imports in April, with the automaker unable to pass on all of the cost increases to its customers.   BYD's global sales fall 12% in October Net profit fell 33% in Q3, reflecting rising price competition and weaker sales.   Nissan harnesses power of AI to speed up physical vehicle tests Claimed that applying the same approach across the development of all Nissan's European vehicle range could cut testing time by half.   Audi trims profit outlook again as tariffs and EV shift squeeze margins For the 2025 financial year, the board anticipates revenues between €65bn and €70bn.   DeepRoute.ai to begin robotaxi service by year-end The company has received more than $500m of investor funding including from Alibaba and Great Wall Motor.   Beijing Hyundai launches battery-powered Elexio SUV Hyundai plans to expand its China-made BEV range with more SUVs, sedans by 2030.   Hyundai Motor Group and Nvidia team up on AI-powered mobility The Ministry of Science and ICT of the Republic of Korea, Hyundai Motor Group and NVIDIA signed a MoU to formalise the partnership. Boost your competitive advantage with top tier sector analysis Access best-in-class insights to stay ahead of major industry developments, built on GlobalData's leading datasets and developed by our expert analysts. Try it now Quantum Computing: Milestones and Prospects In this episode, Bill, Isabel, and Jordan delve into quantum computing, tracing the major milestones that shaped the field, profiling today's leading companies, and assessing the realistic prospects for commercialization in the coming years. Listen Now Expand your subscription to other sectors   Subscribe to our other newsletters here. Was this email forwarded to you? Sign up here. Prefer a podcast? Instant Insights ranks in the top 10% of podcasts globally - follow us on Spotify, Apple, YouTube, and Amazon Music.   What keeps your CEO up at night? Generative AI, ESG, and disruptive technologies.  What is thematic intelligence and why do business executives need it?   Predict the future Find business opportunities based on 150 million+ signals showing what your customers and competitors will do in the next 5 years. GlobalData  At GlobalData we have a proven track record in helping thousands of companies, government organizations, and industry professionals benefit from faster, more informed decisions. You can update your communication preferences to make sure you receive the right information for you.  GlobalData, John Carpenter House | Registered in England No. 03925319, John Carpenter Street, London, EC4Y 0AN, United Kingdom   Unsubscribe  |   Manage Preferences London