HeyJaredAutomotive Technology Executive Intelligence
Premium intelligence for strategy, product, and GTM leaders at Tier 1/2/3 suppliers confronting platform convergence and a shifting supply chain and regulatory environment.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 28, 2026
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- Checking…
- Earliest in this view
- Jul 6, 2026
Latest issues
The Industry Is Consolidating, and Optionality Goes First (opens the original)
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Welcome to this week’s Under the Hood: Weekly Strategic Signals for Leaders Shaping the Future of Mobility.Under the Hood: Weekly Strategic Signals for Leaders Shaping the Future of Mobility OEM Program Moves: Mercedes Benz’s production deal with Wayve sets the interface and safety case that sensor, compute, and Tier 1 suppliers must now match to win future business.Cost & BOM Curve: NXP’s third price increase of 2026 resets automotive semiconductor cost baselines and narrows the redesign latitu
The Cost Gate Has Moved Off the Battery Cell (opens the original)
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Welcome to this week’s Under the Hood: Weekly Strategic Signals for Leaders Shaping the Future of Mobility.Under the Hood: Weekly Strategic Signals for Leaders Shaping the Future of Mobility OEM Program Moves: Toyota’s fuel cell alliance with Scania, IVECO, and cellcentric concentrates hydrogen truck sourcing around a single module architecture.Cost & BOM Curve: A second wave of ADI, TI, and ST price hikes is offsetting CATL’s battery cell deflation dollar for dollar in live RFQs this week.</l
Long-Dated Awards, Short Leash on Compliance Risk (opens the original)
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Welcome to this week’s Under the Hood: Weekly Strategic Signals for Leaders Shaping the Future of Mobility.Under the Hood: Weekly Strategic Signals for Leaders Shaping the Future of Mobility OEM Program Moves: OEMs are freezing core EV stack choices into the 2030s, and geopolitical screening is now embedded in the sourcing filter that decides who gets the award.Cost & BOM Curve: Renesas’s second 2026 price increase reaches into signed backlog, forcing Tier 1 power electronics suppliers to reopen
Everyone Is Localizing. China Still Sets The Rules (opens the original)
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Welcome to this week’s Under the Hood: Weekly Strategic Signals for Leaders Shaping the Future of Mobility.Under the Hood: Weekly Strategic Signals for Leaders Shaping the Future of Mobility OEM Program Moves: Ashok Leyland locked its EV battery future to a single Chinese supplier, and the exclusivity now sets the terms every non-aligned pack, BMS, and thermal vendor has to match or walk away from.Cost & BOM Curve: Qualcomm just proved that a single-vendor compute roadmap means Qualcomm sets you
Awardability Now Runs on Committed Capital and Auditable Evidence (opens the original)
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Welcome to this week’s Under the Hood: Weekly Strategic Signals for Leaders Shaping the Future of Mobility.Under the Hood: Weekly Strategic Signals for Leaders Shaping the Future of Mobility OEM Program Moves: GM’s Oshawa investment shows late-decade heavy-duty truck and propulsion RFQs will reward committed capital and Canadian localization over EV optionality.Cost & BOM Curve: Battery deflation is being offset by rising semiconductor and MCU costs, pushing suppliers toward indexed, multi-year
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