
Volkswagen Group passes 5 million electric drive units produced
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Volkswagen Group China Starts Series Production of Local Zonal Electronic Architecture
Volkswagen Group China has begun mass production of its locally developed zonal electronic architecture for software-defined vehicles, debuting on the VW ID. UNYX 07 at the Anhui plant. The design’s hardware simplification and local development could both lower unit costs for domestic and export models and accelerate supplier and logistics demands, creating opportunities and new operational risks.

Volkswagen to Reduce Group Costs 20% by End-2028 After Market Headwinds
Volkswagen unveiled a program to cut group-wide costs by 20% by end-2028 to repair margins after a mid-January executive briefing. Management is also redirecting more China-made vehicles to export markets and considering plant-level changes, while supplier layoffs in Germany underline wider industry pressure that could complicate execution.

Volkswagen to Boost China Exports as EV Price War Squeezes Automakers
Under mounting price pressure in China’s EV market, Volkswagen is reallocating a larger share of production from its Chinese plants for export to overseas markets to protect volumes and plant utilisation. The shift leverages China’s cost and supply advantages but transfers margin, logistics and policy risks to global markets and underscores a broader structural challenge facing Western automakers.

European EV Demand Outpaces Expectations as BMW and Mercedes Scale Production
New order surges for BMW’s iX3 and Mercedes’ all-electric GLC have forced both manufacturers to expand manufacturing shifts and push production timelines forward. European sales data show battery-electric vehicles overtook petrol in December 2025 and posted double-digit growth year-over-year, signaling accelerating market momentum.

Ford unveils UEV platform with 48‑volt electrical architecture and gigacastings to cut EV costs
Ford is committing roughly $5 billion to a new Universal Electric Vehicle platform that pairs a 48‑volt electrical architecture with large-scale gigacasting to lower component count and assembly time, targeting a $30,000 compact electric pickup in 2027. The automaker is also redirecting some cell and pack capacity toward stationary storage — after roughly $10 billion of plant adaptations and about $2 billion in further planned investment — creating nearer-term revenue streams while it pursues manufacturing-led cost reductions for vehicles.

Volkswagen's Everllence division draws takeover interest from Blackstone, EQT and CVC
Major buyout firms have submitted proposals for Volkswagen’s Everllence unit, with indicative pricing centered around €5–6 billion. A completed sale would free capital and set a valuation precedent for industrial-scale components tied to energy and logistics.

Xiaomi's EV Push Gains Momentum After Rapid Early Sales; Sets 550,000-Unit Goal for 2026
Xiaomi has moved from tech upstart to a measurable EV contender, reporting roughly 600,000 cumulative deliveries in 22 months and over 410,000 vehicles in 2025. Management has set a 2026 target of 550,000 units as it broadens its lineup (notably a long-range SU7) while competing amid intensifying pressure from Chinese rivals and exploratory industry talks with legacy automakers.
Which automakers electrified fastest in the US in 2025?
In 2025, U.S. electrification progress was led by premium nameplates and several consolidated OEM groups — Cadillac, Audi and Porsche posted the highest BEV shares — while mainstream volume brands remained in the mid-single digits. Global competitive pressures (notably lower-cost, high-volume Chinese entrants), regional patterns showing availability and price trumping policy signals, and gaps in charging and used-vehicle markets all helped shape demand timing and point to where automakers and policymakers must focus to broaden adoption.