Cayenne Electric Gets Formula E Tech; VW to Develop In-House Chips – Autoline Daily 4173
This is Autoline Daily, the show dedicated to enthusiasts of the global automotive industry. Automakers are urging the Trump administration to extend the US MCA free trade deal, which is up for a formal review next year. Most major automakers operating in North America filed comments with the US Trade Representatives Office, saying the United States, Mexico, Canada agreement is crucial for their investment decisions. Automakers say the deal helps them to quote compete globally through regional integration which delivers efficiency gains. Those gains account for tens of billions of dollars in annual savings. Automakers are facing higher costs to ship vehicles to the US. The CEO of car carrier Wenius Will Helmsen, which operates roll on, roll off or ro ships, says automakers could face two to $300 in additional costs per vehicle. It’s all got to do with higher thanex expected US port fees on foreignbuilt ships, which took effect as part of a trade dispute between the US and China. While the US and China reached a deal last week to not raise shipping fees for the next year, Wenia says it’s not clear if row ships are part of that exemption. And that’s why automakers may face higher costs. Looks like European automakers are getting their wish granted. In an effort to boost car sales and better compete with Chinese automakers, Europe is planning on creating a new category of small electric vehicles. That plan could come out next month. and is expected to create a new category between quadricles, which weigh a few hundred kg, and all other vehicles. Models in this new category won’t have to be equipped with as much safety equipment and technology as larger cars, which automakers had complained made them too expensive. The EU says the goal is to bring vehicles priced between 15,000 to 20,000 to the market. Volkswagen software division, Kariad, failed at developing an electronic architecture on its own, which is why the company has plans to pour nearly $6 billion into Riven, and it’s part of the reason it’s pouring roughly $14 billion into vehicle development for the Chinese market. Some of that $14 billion went to a new R&D center, which has helped VW shorten product launch cycles by over 30% and optimize cost by 40%. Another 2.7 billion went towards forming a new joint venture between Horizon Robotics and Karad called Karisan. It’s already developed a new electronic architecture including advanced driver assistance functions that will launch on VW’s nextG models for the Chinese market in 2026. But in the next 3 to 5 years, the company plans on launching level three and above hands-free driving systems. So, it’s investing another $200 million into Karisonizan to develop its own in-house chips, which will be able to support those functions, plus much more. In more technical terms, each chip will have the computing power of 5 to 700 tops. Developing today’s vehicles, issues can happen in an instant. When’s the best time to solve a problem? The minute you know you have one. Meet Wireless Neoi Cloud. Your secure off-the-shelf solution empowering realtime collaboration for quick resolution. With wireless Neoi Cloud, your team can prevent issues before they can escalate. driver communication data and remote diagnostics to analyze and resolve your problems using OTAA, allowing your executives’s oversight throughout the process. Wireless Neoi Cloud, your vehicle update solution in production and on the road. Intrepid control systems driven by your data. More automakers are reporting their quarterly earnings. Let’s take a look at Toyota first. The automakers sold nearly 2.4 million vehicles, up about 3% compared to a year ago. That brought in $84 billion in revenue, an 8% gain. However, Toyota’s operating profit tumbled 27% to 5.7 billion due to tariffs and unfavorable foreign exchange rates. But thanks to one-time gains, its net profit soared 62% to $6.3 billion. Toyota says it’s sticking with its fullear sales forecast of 9.8 million vehicles, which would be about a 5% improvement over last year. BMW also had a strong quarter. The automaker sold more than 588,000 vehicles, including Mini and Rolls-Royce, which was up nearly 9% compared to a year ago. But its revenue dipped slightly to 32 billion euros. BMW’s EBIT was up 33% to 2.3 billion, and its net profit skyrocketed by more than 250% to€1.7 billion euros. And despite tariffs and increased global competition, BMW says it’s on track to meet its fullear targets. Porsche is sharing a couple of great examples of how what it learns on the racetrack can be applied to its regular passenger vehicles. It’s currently the reigning world champion in Formula E and took knowhow from its 99X race car like direct motor cooling and regenerative braking and put that into the new Cayenne Electric which is supposed to come out in the middle of next year. While I know things like direct motor cooling and regenerative braking are nothing new, the grueling conditions of a racetrack can really help you to optimize for efficiency and performance. Instead of having coolant flow through a water jacket around the stator like most conventional EV motors, Porsche put grooves in the stator so the coolant flows directly over the copper conductors. It says its motor would need to be one and a half times bigger to cool it properly the conventional way. And I think what Porsche is doing with regenerative braking is even more impressive. It says it’s able to generate up to 600 kW when slowing down. That’s more than any public fast charger can put out outside of China. I only did a quick search, but I couldn’t find any other automaker that’s even close to 600 kW. The Xiaomi Sous7 Ultra was the closest I could find at 400 kW, while a more everyday vehicle like the Hyundai Ionic 9 generates up to 150 kW during regenerative braking. Pujo unveiled its vision of the future with a concept car it calls the Polygon. While this is the only picture it showed off ahead of its full reveal on November 12th, it says we can expect a unique interior space and new tech like a full steer by wire system. But that brings us to the end of today’s show. Thanks for making a part of your day. Autoline Daily is brought to you by Alex Partners, when it really matters. CSP, the composits solution partner, Intrepid Control Systems, Over-the-air Engineering, Boost Your Game, and thanks to the following YouTube and Patreon members. At CSP, we work with OEM engineers across the country on their journeys to lighter, safer, and more eco-friendly vehicles. Learn more at thecsp.com. 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Autoline reports breaking global car news, with great insight and analysis. Also, top auto executive interviews. We cover electric vehicles (EV), autonomous vehicles (AV) and internal combustion engine technology (ICE), as well as car sales & financial earnings and new car reviews.
0:00 Automakers Urge Extension of USMCA Trade Deal
0:44 Car Shipper Warns of Higher Costs to Automakers
1:25 EU Plans to Create New Small Car Category
2:07 VW To Develop New In-House Chip
4:27 Toyota’s Operating Profit Dinged by Tariffs
5:11 BMW Posts Strong Q3 Earnings
5:46 Porsche Applies Formula-E Tech to Cayenne Electric
7:16 Peugeot Teases New Concept
Story Links:
– Automakers Want USMCA: https://www.reuters.com/business/autos-transportation/gm-tesla-toyota-urge-us-extend-usmca-free-trade-deal-2025-11-04/
– U.S. Import Costs Could Go Up: https://www.reuters.com/business/autos-transportation/automakers-face-higher-costs-us-port-fees-car-carrier-wallenius-wilhelmsen-warns-2025-11-05/
– EU Plans New Small EV Category: https://www.reuters.com/business/eu-plans-december-announcement-make-small-evs-more-affordable-sejourne-says-2025-11-04/
– VW to Develop In-House Chips: https://carnewschina.com/2025/11/05/volkswagen-invests-200-million-usd-in-china-for-in-house-system-on-chip-development/
– Toyota Quarterly Results: https://global.toyota/pages/global_toyota/ir/financial-results/2026_2q_summary_en.pdf
– BMW Q3 Results: https://www.press.bmwgroup.com/global/article/detail/T0453789EN/bmw-group-on-track-to-meet-full-year-targets
– Porsche Applies Formula E Tech to Cayenne Electric: https://newsroom.porsche.com/en/2025/products/porsche-cayenne-electric-know-how-formula-e-technology-transfer-41012.html
– Peugeot Polygon Concept: https://www.media.stellantis.com/em-en/peugeot/press/peugeot-unveils-the-first-image-of-its-new-concept-car-the-peugeot-polygon-concept
– To read the transcript for today’s show click here: https://www.autoline.tv/daily/ad-4173-porsche-cayenne-electric-gets-formula-e-tech-automakers-urge-extension-of-usmca-vw-to-develop-new-in-house-chip/
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