Global and MENA Automotive Industry December 2025 Update: EV Strategy Shifts, Autonomous Mobility & Software-Defined Vehicles
Introduction As the global automotive industry pushes deeper into 2026 planning cycles, momentum is concentrating around three forces: autonomy moving from pilots to scalable services, electrification strategies becoming more selective and market-specific, and software-defined platforms reshaping how value is created across the vehicle lifecycle. OEMs and suppliers are no longer competing on hardware alone—AI cockpits, digital services, battery circularity and data-driven operations are increasingly defining brand differentiation, margin protection and long-term customer loyalty. In parallel, the Middle East & Africa are evolving from adoption markets into active testbeds for next-generation mobility. From Dubai’s robotaxi progress and premium experience-led retail expansion, to Saudi Arabia’s accelerating electrification and talent-development agenda, the region is attracting global partnerships and investment across EV infrastructure, autonomy deployment and advanced aftermarket capability. This update captures the most important global and regional signals shaping the automotive landscape—where strategic alliances, regulatory direction and execution readiness will determine who leads the next phase of mobility transformation. Momenta, Grab Team Up to Scale Autonomous Driving in Southeast Asia Momenta and Grab announced a strategic partnership to accelerate autonomous driving deployment across Southeast Asia. Grab’s strategic investment in Momenta signals deeper integration beyond pilot programmes, reflecting Chinese autonomous-driving firms’ overseas expansion as domestic competition intensifies. For Grab, the partnership strengthens its long-term roadmap toward hybrid mobility models combining human, remote and autonomous operations. Bosch Targets €2bn in AI Cockpit Sales by 2030 Bosch set an ambition to generate €2bn in annual revenue from AI-enabled cockpit systems by 2030. The strategy focuses on intelligent, software-led in-car experiences as the cockpit becomes a central value battleground in software-defined vehicles. Rising OEM demand for scalable digital platforms underpins the shift toward recurring software and services revenue. Mercedes-Benz to Premiere All-Electric VLE in 2026 Mercedes-Benz confirmed the all-electric VLE will debut in March 2026, representing a flagship step in its electric van strategy. Premium MPVs and people-movers are gaining importance as Mercedes aims to assert leadership in electric vans. The launch will set future design and technology direction for the segment. BMW Opens Battery Recycling Centre in Bavaria BMW opened a battery recycling facility in Bavaria to support material recovery and circular-economy objectives. The centre strengthens supply-chain resilience as battery lifecycle responsibility gains regulatory focus. The move aligns sustainability goals with long-term industrial strategy. China Moves to Curb EV Price Wars Through Draft Regulatory Reforms Chinese regulators have drafted new rules aimed at ending aggressive EV price competition that has compressed margins across the industry. The proposals target unfair pricing practices and excessive discounting, signalling a shift from growth-at-all-costs toward sustainable profitability in the world’s largest EV market. Rivian Unveils In-House AI and Autonomy Technology Rivian revealed proprietary AI and autonomous-driving technology developed entirely in-house, reducing reliance on third-party suppliers and strengthening vertical integration. New hardware and software platforms will underpin future ADAS and autonomy features, with subscription-based services forming part of Rivian’s long-term revenue strategy. Lotus Confirms First Plug-In Hybrid Model for 2026 Lotus announced its first plug-in hybrid vehicle for launch in 2026, marking a shift from its earlier all-electric positioning. Hybrid technology is being introduced to broaden market appeal and flexibility, with China expected to play a key role in the rollout. Changan Reaches 30 Million Vehicle Production Milestone Changan achieved cumulative production of 30 million vehicles, reflecting decades of manufacturing growth and scale. Recent momentum has been driven by new-energy vehicles and technology-focused models, supporting ambitions for wider global expansion. Stellantis Deepens Partnership with Cox Automotive Across Europe Stellantis expanded its strategic collaboration with Cox Automotive to strengthen vehicle remarketing and digital services across Europe. The partnership supports efficiency, pricing accuracy and inventory optimisation, aligning with the group’s focus on operational excellence and margin protection. Audi Expands Premium Charging Hub Network in Düsseldorf Audi opened an additional high-power charging hub in Düsseldorf, combining rapid charging with premium customer amenities. Urban charging infrastructure remains critical to accelerating EV adoption, with premium charging experiences emerging as a competitive differentiator. Stellantis and Bolt Partner on Autonomous Vehicle Development Stellantis partnered with Bolt to advance autonomous vehicle deployment, focusing on testing and validation in urban mobility use cases. Ecosystem collaboration continues to play a central role in scaling autonomous technologies. Lexus Expands RZ Line-Up with F Sport Performance Variant Lexus expanded its RZ electric SUV range with the introduction of an F Sport Performance variant. The move enhances driving engagement while retaining premium positioning and broadening choice across power and performance levels. Hyundai Breaks Ground on Battery Research Facility Hyundai commenced construction of a major battery research facility, reinforcing its commitment to next-generation energy storage and deeper control over core EV technologies. The investment supports long-term electrification leadership and supply-chain security. JLR Trials Drones to Cut Factory Inspection Time JLR’s drone-based inspection trials significantly reduce factory-check durations while improving workplace safety. The initiative reflects a broader push toward digitised, automated manufacturing environments across factories and logistics operations. trinamiX Unveils Wide Field-of-View Dot Projector trinamiX introduced a wide-field dot projector enabling advanced 3D sensing for in-cabin monitoring, facial recognition and augmented-reality applications. The technology supports growing demand for enhanced safety and human–machine interaction. Regional Highlights: Middle East & Africa Binghatti and Mercedes-Benz Unveil Branded City Project in Dubai Binghatti and Mercedes-Benz unveiled plans for a Mercedes-Benz branded city in Dubai. The project represents a major step in branded real-estate evolution. It elevates automotive branding into lifestyle and urban development. Dubai remains a launchpad for luxury innovation. The project strengthens Mercedes-Benz’s brand extension strategy. Toyota Egypt Partners on Smart Storage Solutions Toyota Egypt signed a cooperation agreement for automated storage solutions. The partnership targets improved warehouse efficiency. Automation supports cost, speed and safety improvements. The move expands Toyota Egypt’s industrial solutions portfolio. Smart logistics demand continues to rise across the region. Al Jomaih and Shell Showcase Lubricant Innovation in Riyadh Al Jomaih and Shell highlighted lubricant technologies at the Riyadh Motor Show. The showcase focused on premium and advanced lubrication solutions. Aftersales categories are being positioned as mobility technology. The event aligned with Saudi Vision 2030 themes.
Global and MENA Automotive Industry November Update 2025: EVs, Autonomy & Software-Defined Mobility
Global and MENA Auto Outlook: Next-Gen EVs, Smart Mobility Systems & Autonomous Technology Introduction From Disney streaming in Audi cabins and Lamborghini’s 1,000+ hp hybrid supercars, to Jeep’s new turbocharged Grand Cherokee and GM’s next-generation V8s, this edition captures a global automotive industry balancing emotional performance with hard-headed efficiency. Global OEMs are doubling down on software-defined vehicles, autonomy and new cockpit experiences, while still investing in combustion and hybrid technologies that will carry many markets through the transition. Alongside this, the next wave of mobility infrastructure is taking shape: Waymo’s robotaxis expanding across US cities, Stellantis partnering with NVIDIA and Uber on Level 4 ride-hailing, XPENG blending robotaxis with flying cars, and LG Chem with ZEISS designing holographic windscreens for tomorrow’s digital cockpit. In parallel, regional players across the Middle East and Africa are moving from observers to orchestrators—Abu Dhabi scaling AV and eVTOL ecosystems, Saudi Arabia and Oman advancing local manufacturing, and markets like South Africa, Egypt and Qatar emerging as serious hubs for new-energy vehicles, logistics innovation and Chinese-brand expansion. Audi Integrates Disney Streaming into Vehicle Systems Audi introduces Disney’s streaming services into its in-vehicle infotainment systems. The integration enhances cabin entertainment as digital experiences become central to modern mobility and connected-car value. It reflects shifting consumer expectations, particularly among younger and digitally connected users. Audi aims to differentiate its vehicles through richer content and seamless user interaction. The move shows how infotainment partnerships are becoming strategic in the premium segment and in software-defined-vehicle positioning. Alfa Romeo Displays the 33 Stradale at the L.A. Auto Show The showcase of the 33 Stradale reinforces Alfa Romeo’s heritage narrative and brand identity in a key global market. Its presence builds excitement around the brand’s performance direction and electrified future. The display supports Alfa Romeo’s ambition to strengthen its premium credentials in the United States. The reveal comes as the brand prepares further strategic announcements. It contributes to Alfa Romeo’s ongoing push toward renewed global relevance. Waymo’s “Whirlwind 2025” Expands into Three New US Cities Waymo’s Whirlwind 2025 initiative continues with launches in three additional US cities, extending its autonomous-mobility footprint. The expansion signals growing confidence in operational maturity and regulatory acceptance for autonomous mobility services. As well as enhancing scale, the city roll-out helps Waymo capture new passenger segments and data-rich urban-driving environments. For MENA stakeholders, the move provides insight into how future mobility services might evolve locally and the readiness of cities to support them. The development emphasises how auto companies and mobility-tech firms are increasingly overlapping as part of broader ecosystem shifts. Nio Reportedly Licenses Out Its AV Chip Technology Nio has begun licensing its in-house developed Shenji NX9031 autonomous-driving chip technology to third-party automotive semiconductor firms. The move transforms a high-cost research project into a potential revenue stream and strengthens Nio’s tech positioning. Industry sources suggest contract values vary significantly depending on the depth of the licensing agreement. The chip supports next-generation AD capabilities and is built on a 5-nm automotive-grade process. The shift illustrates how EV makers are monetising internal technology assets beyond vehicle sales. GM Prepares New Small-Block V8s (5.7L & 6.6L) Amid Powertrain Shift General Motors is developing a new generation of small-block V8 engines in 5.7-litre and 6.6-litre configurations. The 5.7-litre unit is set to support mainstream models such as the Chevrolet Silverado 1500, offering improved efficiency over existing V8 engines. The larger 6.6-litre version is intended for high-performance applications, including the forthcoming Corvette Grand Sport, underscoring GM’s continued focus on powerful combustion technology. This development is part of a significant investment aimed at sustaining V8 capability while the company advances its electrification strategy. Although GM has confirmed the next-generation small-block family, detailed specifications and model allocations remain unannounced. Audi Unveils Design Concept for Its Formula 1 Entry Audi has revealed the design identity for its 2026 Formula 1 contender, signalling a key milestone in its debut into the championship. The concept showcases a blend of technical precision and emotional design consistent with Audi’s brand language. This marks a significant investment in motorsport as a global technology and brand-building platform. Audi’s entry aligns with the sport’s new regulatory era focusing on hybrid efficiency and sustainable performance. The reveal strengthens Audi’s long-term strategy to elevate global visibility through top-tier motorsport. Ford Expands BlueCruise Availability to Additional Models Ford will extend its BlueCruise hands-free driving system to four additional models, broadening access to advanced driver-assistance technology. The announcement reflects the growing mainstream demand for semi-autonomous driving features. The expansion builds on Ford’s increasing adoption of software-driven vehicle updates and connected services. BlueCruise is positioned as a key differentiator in long-distance comfort and driver-assistance convenience. This development highlights the accelerating pace of ADAS integration across global vehicle portfolios. Ferrari Honours Eight Suppliers at 2025 Podio Ceremony Ferrari awarded eight of its international suppliers at the 2025 “Podio Ferrari” event, recognising excellence in technological innovation and long-term collaboration. The awards ceremony featured 16 finalists selected from over 700 of the company’s strategic partners across six categories, reflecting Ferrari’s emphasis on performance, sustainability and quality in its global supply chain. 2026 Jeep Grand Cherokee Debuts Turbocharged Four-Cylinder Engine The 2026 Grand Cherokee enters its mid-cycle refresh with a new 2.0-litre turbocharged “Hurricane 4” engine delivering around 324 hp, replacing the outgoing V6. The model features refined exterior styling and an upgraded 12.3-inch infotainment system. Jeep continues to offer the 4xe plug-in hybrid variant as part of the updated line-up, reflecting Stellantis’ strategy to balance performance with emissions efficiency. The new engine enhances both fuel economy and responsiveness, positioning Jeep strongly in the competitive SUV segment. The update also reinforces Jeep’s appeal in markets prioritising capability and environmental responsibility. Lamborghini Unveils Fenomeno and Revuelto at Tokyo Event Lamborghini showcased the Fenomeno and a bespoke Revuelto Ad Personam at Lamborghini Day Japan, celebrating the brand’s growing presence in Asia. The Fenomeno, an ultra-limited production model with a 1080-hp hybrid system, exemplifies Lamborghini’s commitment to blending extreme performance with electrification. The event underscored the marque’s focus on exclusivity,
AMENA Auto Monthly Review – May 2025
Global & MENA Automotive Industry Monthly Update – May 2025 Introduction May 2025 was a pivotal month for the global automotive industry, marked by the acceleration of electrification, leadership changes, and deeper integration of artificial intelligence across vehicle development, manufacturing, and customer experience. In North America and Europe, automakers advanced EV infrastructure and AI adoption, while in the MENA region, governments and private players launched groundbreaking initiatives—from autonomous taxis in Saudi Arabia to EV innovation hubs in Dubai. This report captures the most strategic developments shaping the future of mobility, region by region. Global News Antonio Filosa Named New Stellantis CEO Stellantis has appointed Antonio Filosa as Chief Executive Officer, effective 23 June 2025. With 25 years at the company, Filosa brings operational and strategic experience as the group navigates electrification and global trade pressures. His appointment signals a focus on continuity and deep internal expertise amid a shifting auto landscape. Filosa is expected to steer Stellantis through regulatory complexity and EV transformation. Hybrid Sales Climb as Consumers Seek Balanced Electrification Hybrid vehicles continue to gain traction in the U.S. amid fluctuating EV momentum, now accounting for 22% of all light-duty vehicle sales. Consumers are gravitating toward hybrids as a cost-effective alternative. Hybrids are emerging as the sweet spot for buyers caught between rising fuel prices and charging limitations. Their growing share signals shifting consumer priorities in the transition to full electrification. Rolls-Royce Unveils Bespoke Phantom ‘Goldfinger’ for 100-Year Anniversary Rolls-Royce has revealed a one-off Phantom ‘Goldfinger’ edition at Concorso d’Eleganza Villa d’Este. Inspired by the 1964 James Bond film, the car celebrates a century of the Phantom nameplate with timeless design and craftsmanship. The bespoke model fuses cinematic glamour with the marque’s hallmark luxury. It serves as a rolling tribute to Rolls-Royce’s enduring legacy of automotive excellence. XPeng Launches MONA M03 Max: Affordable EV with Advanced AI Capabilities XPeng has launched the MONA M03 Max, an electric hatchback priced around $20,000, featuring autonomous driving functions typically reserved for premium models. With over 120,000 units of the MONA series delivered, XPeng continues its push to democratise smart mobility. The model marks a breakthrough in bringing AI-powered autonomy to the mass market. XPeng’s rapid delivery volumes reflect strong consumer appetite for tech-savvy, affordable EVs. Audi Expands Use of AI in Production and Logistics Audi is advancing over 100 artificial intelligence projects aimed at increasing production quality and operational efficiency. From generative AI to real-time quality monitoring, the initiative reflects Audi’s commitment to manufacturing innovation. The brand is redefining precision through AI, reducing waste and elevating consistency. Digital transformation is now central to Audi’s future factory ecosystem. GM Appoints Sterling Anderson as Chief Product Officer Sterling Anderson joins GM to lead product development across EV and ICE vehicles. A veteran of Tesla and Aurora, he will help drive GM’s autonomous mobility ambitions. His expertise bridges legacy engineering and future-focused innovation. Anderson’s arrival signals GM’s intent to aggressively pursue intelligent product leadership. WeRide Launches 24/7 Robotaxi Service in Guangzhou WeRide has launched eight robotaxi routes in central Guangzhou, operating around the clock. This marks China’s first 24-hour autonomous ride-hailing service in a major urban centre. It’s a milestone in the commercial deployment of self-driving mobility at scale. WeRide is setting the pace for a fully autonomous, urban mobility ecosystem. Ferrari Previews 2025 Line-Up Including First Full EV Ferrari will debut its first all-electric vehicle in October, part of a six-model 2025 line-up including hybrid hypercars. The new range balances cutting-edge tech with Ferrari’s racing legacy. The launch marks a turning point for Ferrari as it electrifies without compromising soul. Anticipation is high for how the prancing horse will translate emotion into electrons. Stellantis Leverages Virtual Reality to Transform Manufacturing Stellantis is using VR simulation tools to optimise plant ergonomics, safety, and efficiency—signalling a shift toward immersive factory planning. Virtual reality is accelerating smarter plant design and hands-on operator training. This tech-led evolution aligns production with Stellantis’ future-fit mindset. Bugatti Inaugurates Berlin Design Studio as Global Creative Centre Bugatti’s new 1,100-square-metre Berlin studio brings together designers from 22 countries, using VR and digital modelling to shape future hypercars. The studio underscores Bugatti’s drive to blend art, technology, and extreme performance. It cements Berlin as a cradle for next-generation automotive icons. MENA News Lamborghini Names Alessio Soligo as MEA Head Alessio Soligo assumes leadership of Lamborghini MEA, reinforcing the brand’s growth focus across high-opportunity Middle Eastern and African markets. His appointment reflects Lamborghini’s strategy to deliver more bespoke experiences and expand its dealer footprint across the region. The move is also expected to accelerate the brand’s hybrid and EV portfolio in the MEA zone. Al Habtoor Motors Introduces Pagani Huayra Tempesta in UAE The exclusive Tempesta Package upgrades performance and comfort for Pagani buyers in the UAE, accompanied by a one-year extended warranty. The unveiling underscores the UAE’s growing appetite for bespoke hypercars and elite craftsmanship. It reflects Al Habtoor’s commitment to expanding its luxury portfolio with ultra-exclusive offerings. Uber to Launch Autonomous Vehicles in Saudi Arabia by Late 2025 Uber, in collaboration with the TGA, plans to roll out self-driving vehicles with safety operators in KSA, as part of Vision 2030 smart mobility goals. This initiative is expected to boost public confidence in driverless transport in the region. It also marks a critical step in Saudi Arabia’s efforts to lead smart mobility adoption. OMODA & JAECOO Select Dubai as Global Innovation Hub The EV brands have named Dubai as their global innovation base and opened a regional parts centre to support market growth in the Gulf. The move enables closer collaboration with local R&D partners and smart city ecosystems. It reinforces the brands’ vision to position Dubai as a launchpad for global EV growth. Abu Dhabi Expands Robotaxi Trials with Apollo Go Apollo Go’s sixth-gen AVs are being trialled in Abu Dhabi, with city-wide deployment expected by 2026 under the emirate’s smart mobility strategy. The pilot will gather insights on infrastructure demands, passenger experience, and safety compliance. It reflects Abu Dhabi’s ambition to