OEM Trends | OEM TrendIT Home: September 17. Volvo Cars has unveiled the most ambitious global product rollout in its 99-year history, pledging to launch 13 all-new models through the end of 2030. By then, the automaker will operate a distinctly regionalized lineup spanning electrified vehicles, pure EVs, and third-generation hybrids tailored for specific markets. The roadmap features seven new models for Western markets and six for China. Further details are set to be released in today's strategy update.Fast Tech: September 17. Evergrande Auto released its interim report for 2026 to the Hong Kong Stock Exchange. Data shows total assets stood at 182 million yuan as of June 30, while liabilities hit 32.72 billion yuan. The company recorded revenue of 9 million yuan, a gross profit of 500,000 yuan, and a net profit of 186 million yuan. Evergrande Auto has fully exited car manufacturing, shifting to an asset-light model with lithium-ion battery trading as its new core business. This segment has already secured external sales, contributing 8.73 million yuan and serving as the company's primary revenue stream. The automaker is simultaneously pursuing cost cuts and seeking external funding from potential investors, while planning debt restructuring with the parent company's liquidation team. For now, it has received no notice for immediate debt repayment, and no liquidation proceedings have been initiated.CLS News: September 17. FAW and Leapmotor held a signing ceremony in Huzhou, Zhejiang. FAW subsidiary Qixin Power (Changchun) Technology and CATC New Energy Battery Technology signed separate investment and technical cooperation agreements with Leapmotor. Under the investment letter of intent, Leapmotor will act as a strategic investor in Qixin Power's Series A round, aiming to strengthen deep synergy in key powertrain areas. The parties will further explore strategic collaboration and resource sharing for hybrid engines, electric drive systems, and range extenders. Meanwhile, the technical pact with CATC New Energy focuses on advancing cutting-edge battery technologies and standardizing cell production. R&D will center on solid-state, lithium-rich manganese-based, sodium-ion, and LFP ultra-fast-charging batteries. The partnership also includes joint development of standardized cells, alongside exploration of battery recycling and overseas supply chain coordination.Fast Tech: Voyah Chairman Lu Fang recently penned an article detailing the partnership with Huawei. He noted that Dongfeng and Huawei represent hardware and software prowess, respectively—both are benchmarks of the national industry. Voyah, he said, embodies this new practice of soft-hard integration. While automakers follow different paths, Voyah believes a strong alliance is the best way forward. "We fully recognize Huawei's technical capabilities in intelligence; to date, it remains the top player in smart driving experience," Lu wrote. We are also highly satisfied with our current model: the partnership is solid, yet both sides retain relative independence. This 'cooperation plus independence' has enabled our mutual rapid growth and sustainable development.Components | Supply Chain NewsCLS News: September 17. The Ya'an Economic and Technological Development Zone Management Committee recently issued the first public notice for the environmental impact assessment of CATL's Ya'an lithium salt production base. The project entails a total investment of 1.4 billion yuan, targeting an annual capacity of roughly 40,000 tons of lithium carbonate, 30,000 tons of lithium dihydrogen phosphate, and 130,000 tons of sodium sulfate. This initial notice marks the early stage of environmental disclosure. It does not reveal construction timelines, funding sources, raw material supply plans, or the expected start of operations—nor does it signify that EIA approval has been granted or that construction has officially begun.CLS News: September 17. NXP Semiconductors announced the official establishment of a joint technology innovation lab with Shenzhen Hangsheng Electronics. The lab will concentrate on smart cockpits, software-defined vehicles, and AI innovations, aiming to accelerate the path from proof-of-concept to mass adoption for automotive technologies.IT Home: September 17. ByteDance's Volcengine announced the official launch of the in-car AI assistant "Doubao Cockpit Assistant." Drivers can now use the Doubao App to remotely control their vehicles, check status, and push itineraries from conversations directly to the car's infotainment system.CLS News: Kebocompany recently secured another nomination letter for carbon-ceramic brake discs from a leading domestic NEV startup. The company will develop and mass-supply high-end carbon-ceramic discs for the startup's exclusive brand. As of September 2026, Kebocompany's automotive brake division has won nearly 20 nominations and development orders.IT Home: Recently, onsemi unveiled its Embedded Power Platform (EPP). The technology uses 12-inch silicon wafers directly as a packaging base, integrating multiple dies into a single silicon device. This achieves 3 to 5 times the power density of current solutions. EPP supports the integration of silicon, silicon carbide, and gallium nitride within a wafer-level architecture, embedding components such as FETs, drivers, and controllers into a single package. Beyond physical structure, the platform is highly integrated at the design level, factoring in electrical, mechanical, and thermal constraints from the start. This enables co-design, co-simulation, and co-optimization, shortening development cycles and boosting the overall performance of power semiconductors.Industrial Focus | Industrial EconomyCLS News: September 17. U.S. memory chip stocks edged higher in premarket trading. SK Hynix and Western Digital rose nearly 2%, while Micron Technology and SanDisk climbed more than 1%.Interface News: September 17. According to the CPCA, preliminary estimates put the total passenger car market at roughly 1.69 million units this month. New energy retail sales are expected to reach around 1.11 million, implying a penetration rate of 65.7%.CLS News: September 17. Industry insiders report that lead times for key semiconductor equipment components have more than doubled, leaving the sector facing severe supply shortages. An executive at a deposition equipment maker noted that parts once delivered in four months now take 10. Meanwhile, a semiconductor laser equipment manufacturer sourcing from Japan is facing lead times of up to 40 months. "We're willing to pay a premium to expedite delivery, but suppliers say limited capacity makes shortening lead times very difficult," a company representative said, adding that starting production immediately without an alternative supply chain is nearly impossible. Another insider remarked that even if component capacity were expanded now, it would arrive too late to meet current demand. "The end of the AI-driven semiconductor supercycle is unclear, and that uncertainty is dampening aggressive investment in capacity expansion by upstream suppliers."CLS News: According to the CPCA, retail passenger car sales for September 1–13 hit 515,000 units—down 23% year-on-year, but up 4% from the previous month. Year-to-date retail sales totaled 12.23 million units, a 21% annual decline. Wholesale volumes for the same period reached 550,000 units, slipping 22% from last year yet climbing 22% from August. Cumulative wholesale sales for the year stood at 17.73 million units, a 6% drop compared to the same period last year.CLS News: Data from the Tianyancha App reveals that Jiangsu Aotu Suyuan Automotive Technology recently added Xiaomi's Hanxing Venture Capital as a shareholder amid a business registration update. Registered capital rose from 37.5 million yuan to 50 million yuan. Founded in August 2025, the company—led by legal representative He Jianjun—operates in auto parts retail, automotive accessories, and corporate management. Shareholder records show the firm is now jointly held by Hainan Amber Enterprise Investment and this new investor.
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