Changes and their impacts in the automotive ecosystem continue to be a priority for countries. The disruptive shift in the ecosystem, impacted by tariffs, customs duties, logistics crises, wars, and the energy crisis, continues to be part of a broader societal debate. Countries worldwide are focused on carbon emissions, environmental protection, and the 2053 carbon neutrality goals. In recent years, countries have been taking significant steps with automakers to comprehensively implement carbon emission regulations, both in their production processes and in vehicle emissions across their product lines. In this context, both e-mobility initiatives and the development of electric vehicles are now playing a significant role in the automotive industry. The agenda is constantly evolving and new developments are taking place in e-mobility. Recent developments in this area include growth in the semiconductor sector, announcements of robotic production from Chinese manufacturers, and solid-state batteries.

Global chip sales continued to grow in the third quarter of this year, significantly outpacing Q2 sales. Market growth was driven by increased demand for various semiconductor products, such as memory and logic circuits, primarily in the automotive sector. Above FormBelow FormAnnual growth was supported by sales to the Asia Pacific region and the Americas. The Semiconductor Industry Association (SIA) announced that global semiconductor sales will be $208.4 billion in the third quarter of 2025, a 15.8% increase compared to the second quarter. Global sales in September 2025 will be $69.5 billion, indicating a 25.1% increase compared to total sales of $55.5 billion the previous year and a 7.0% increase compared to sales in August 2025. Regionally, annual sales in September increased in Asia Pacific/Other (47.9%), the Americas (30.6%), China (15.0%), and Europe (6.0%), while decreasing in Japan (-10.2%). Monthly sales in August increased in the Americas (8.2%), Asia Pacific/Other (8.0%), China (6.0%), Europe (5.5%), and Japan (1.6%). Behind all these increases, it's possible to see all the parameters of the changing automotive ecosystem.

The Chinese electric vehicle manufacturer plans to use solid-state batteries to power humanoid robots. This expands the potential applications of a new technology that some automakers believe can improve vehicle safety and efficiency. The company stated in a statement that solid-state batteries will be used to reduce the weight of the robots, which are planned to be available by the end of 2026. Because humanoid robots require greater safety than cars, they are considered the most likely product to drive the mass production and adoption of all solid-state batteries. The company announced that it is in talks with two suppliers, one Chinese and one foreign, for solid-state batteries. Solid-state batteries provide superior performance and safety by replacing the flammable liquid electrolyte used in traditional lithium-ion batteries with a solid material to conduct ions between two electrodes.

The rise of the artificial intelligence wave has sparked a brand new revolution in the digital world. In the physical world, electricity is beginning to replace oil as the primary fuel, while new energy is disrupting the century-old automotive industry. "Physical Artificial Intelligence," which will emerge when the digital and physical worlds converge, is emerging. When we examine the concept and scope of "Physical Artificial Intelligence," according to the Massachusetts Institute of Technology, physical AI is defined as "artificial intelligence systems that can interact with physical objects in the real world, perceive their environment, and respond adaptively to this environment." The wave of Physical Artificial Intelligence is approaching, and encompassing many areas such as chips, operating systems (large models), and smart hardware, Physical AI will provide the technological foundation for the implementation of embodied intelligent vehicles in the automotive industry, such as AI cars, robotaxis, humanoid robots, and flying cars. This system, driven by technological innovation and physical AI, will continuously expand the boundaries of technology and enable the transformation of automotive companies into a global embodied intelligence company. The automotive ecosystem is changing rapidly, and managing this change is becoming a strategic priority for both companies and countries. 2026 will be a year in which the transformation in the automotive e-mobility system will further expand and accelerate.