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Nikkei analysis finds Tesla relies on China for 40% of battery supply chain

Green Car Congress

An analysis by Nikkei in Japan concludes that nearly 40% of the suppliers for materials used in Tesla’s electric vehicle batteries are Chinese companies. Nikkei sent a letter to Tesla asking about its dependence on Chinese suppliers but said that it had received no reply by the publication deadline.

Supplies 150
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SK IE Technology to supply separators for EV batteries to Sunwoda

Green Car Congress

SK IE Technology (SKIET) signed an MOU with Sunwoda , the 9 th largest battery manufacturer in terms of global market share (according to SNE Research in 2022), to strengthen cooperation in supplying battery separators. SKIET plans to supply separators produced at its Changzhou factory in China to Sunwoda.

Supplies 199
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IDTechEx: despite efforts to reduces rare-earth use, percentage of permanent magnet-based EV motors rising

Green Car Congress

While there has been much publicity and technical development towards rare-earth reduction in vehicle motors, in practice the market is seeing an increase in the number of permanent magnet motors. China accounts for the vast majority of rare-earth production worldwide and this has, in the past, led to huge price volatility.

Motors 397
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Why New Production Sources of Tungsten Are Critical for Increased Global Supply

Green Car Congress

This shift is also taking place in other motorized segments including trucks and mining machinery. in the April report for the Institute for Supply Management’s Manufacturing Index. and this has caused a great deal of concern about the overall supply chain of tungsten. New Tungsten Production Will Open the Global Supply Chain.

Supplies 380
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Hyundai Motor partners with regional firms to establish H2 fuel cell commercial vehicle ecosystem in China

Green Car Congress

Hyundai Motor Company is spearheading the development of a hydrogen fuel cell commercial vehicle ecosystem in China with regional partners. Hyundai Motor signed an MOU with Shanghai Electric Power Co., —In Cheol Lee, Executive Vice President and Head of Commercial Vehicle Division at Hyundai Motor.

Hyundai 356
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Stellantis production affected by cyberattack on Chinese supplier

Teslarati

Multiple car brands under Stellantis were affected by a cyberattack on Chinese supplier, Yanfeng International Automotive Co. Yanfeng supplies automobile manufacturers with car parts including electronics, seats, interiors, and other components. billion in the Chinese company.

Chinese 122
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General Motors secures supply for silicon carbide chips for its next-gen EVs

Teslarati

General Motors (GM) announced an agreement with semiconductor company Wolfspeed Inc., securing its chip supply for the company’s future electric vehicle lineup. Tesla and Chinese EV manufacturer NIO use SiC chips in their vehicles. ” GM will also participate in the Wolfspeed Assurance of Supply Program (WS AoSP).