Beneath 20 nm, NANOARC’s engineered #quantum phases bend matter to purpose. Ligand-free, tuneable and industrial-ready, they unlock enhanced #catalytic, #optical and #electrical performance. #OEMs and #R&D teams gain both advanced materials and expert consulting.
quantum.nanoarc.org

#nanotechnology

Inscoper for OEMs partnership: contact@inscoper.com

INSCOPER for OEMs helps accelerate manufacturers time-to market

Inscoper for OEMs, graphic options: Manufacturer can use Inscoper core engine with their own UI or Deploy Inscoper UI custom-branded

Inscoper for OEMs surpercharges manufacturers' instruments with universal & high-performance control backbone

Looking to elevate your imaging systems?
#INSCOPER for #OEMs, provides a universal control & image-acquisition platform built for manufacturers. Proudly listed under the OEM Network: www.oemillumination.com/the-oem-netw...
Let's discuss how we can accelerate your time-to-market contact@inscoper.com

📘 Full white paper:
buff.ly/rh7mqH7

#MedTech #Diagnostics #LabwareDesign #MaterialsScience #OEMs

🚨HVIP is reopening in CA! Join our webinar on Sept. 30 to learn key program updates, incentive stacking rules & strategies to secure funding. A must for fleets, #OEMs & stakeholders in the #heavyduty market.

👉Register: ttc.swoogo.com/CHBCWebinar_...
#HydrogenMobility #CaliforniaHydrogen

🚨 Webinar Alert

Join leading voices in #AutomotiveCybersecurity, policy & law to unpack how the #ConnectedVehicleRule is reshaping the industry & what #OEMs & suppliers must do to stay compliant & competitive.

Register now & submit your questions 👇
info.finitestate.io/connected-ve...

#Automotive

Some Interesting News From Two US Electric Vehicle Stakholders Two US-based legacy automotive firms with a long history in the propulsion field are pursuing the global electric vehicle movement.

Two 100-year-old US firms grow their global EV footprint, Trump or no Trump.

cleantechnica.com/2025/07/05/s...

#evs #electricvehicles #electrification #electrify #goelectric #gogreen #offroad #vehicles #automotive #propulsionsystems #autoindustry #oems #evrevolution #uspolicy #usenergypolicy

The Future of Hybrid Vehicles: Market Insights and Projections for OEMs by 2030 The hybrid vehicle market is set for significant growth, reaching 28.5 million units by 2030, driven by emission regulations and consumer demand.

The Future of Hybrid Vehicles: Market Insights and Projections for OEMs by 2030 #USA #Delray_Beach #electric_vehicles #Hybrid_Vehicles #OEMs

What will the OEM landscape look like in 2030? ~ NetworkTigers From quantum-resistant security to blockchain transparency, NetworkTigers explores how the OEM landscape is evolving to meet the challenges of 2030 and beyond.

What will the OEM landscape look like in 2030? NetworkTigers explores the future of the OEM lands...

news.networktigers.com/oem-outlook/what-will-th...

#All #Articles #Hardware #Hub #OEM #Outlook #cybersecurity #trends #future #of #OEMs

Result Details

Bernstein starts coverage on European truck OEMs with a negative outlook Investing.com -- Bernstein analysts have initiated coverage on European truck manufacturers Volvo (OTC:VLVLY), Daimler (OTC:MBGAF) Truck, and Traton with a negative view, according to a recent report. The analysts express concern that the sector is currently experiencing near-peak margins, a result of 2-3 years of constrained supply and elevated pricing, which is only now beginning to decline. The note flags that the sector has delivered strong stock market outperformance in recent years, leading some to believe in a structural change for the better. However, Bernstein analysts state in their report that the sector remains as cyclical as ever. The analysts predict a greater than 10% volume decline in 2025 and foresee meaningful share price downside. Specifically, Bernstein analysts recommend an Underperform rating for both Volvo and Daimler Truck. They cite a potential 15% downside for Daimler Truck, with its US business being particularly exposed to volume declines, potential US tariffs (due to significant Mexico production), and market share risks. The analysts are also 17% below consensus on Daimler Truck and believe its relative valuation discount is justified by what they call “worst-in-class” margins and free cash flow conversion. For Volvo, Bernstein analysts set an Underperform rating with a 10% downside. While acknowledging Volvo’s diversity with its construction equipment and industrial engines units, the analysts remain 15% below consensus and value the stock at 12x P/E. In contrast, Traton receives a Market-Perform rating from Bernstein analysts, with a 12% upside potential. The analysts point to Traton’s better exposure and potential upside from unlocking its low free float, as it is still 87% owned by Volkswagen (ETR:VOWG_p). Bernstein analysts also note that Traton’s Scania brand demonstrates strong margins, and they anticipate future margin improvement, primarily focused on the underperforming US business. The company also has less than 15% exposure to the US, and more than 50% exposure in Europe. Bernstein analysts flag several concerns regarding the sector’s outlook. The analysts’ proprietary modeling predicts a 10-12% decline in deliveries in both the US and Europe. This projection is based on current orders and factors in uncertainty related to tariffs and emissions regulations, which could lead to delayed pre-buys. Competition from the East, particularly in Battery Electric Vehicle (BEV) trucks, is also identified as a concern, potentially increasing capex and R&D demands. Additionally, the analysts express skepticism about cost-cutting measures at Daimler. The brokerage addresses key structural controversies in the sector. On regulation, Bernstein analysts believe that emissions regulations will continue to tighten globally, influencing pre-buying behavior, which is difficult to time for investors. Electrification is considered to be several years away from wide adoption, and there are early signs of new competition in BEV technology. Despite these challenges, Bernstein analysts acknowledge the long-term value creation opportunities in the truck sector. They point to the sector’s vital role in the economy, the potential for revenue growth and margin expansion, and the opportunities to increase service revenue per truck sold. The analysts also highlight that most markets are mature and consolidated, but there are still pockets of opportunity for companies with strong market positions and pricing power to achieve above-market returns over the cycle. Bernstein analysts highlight that Volvo is the largest EU-listed truckmaker with a diverse business, including construction equipment and marine/industrial engine units. While they expect market share gains from new models, they are still 15% below consensus for 2025 and 2026. The US market is crucial for Daimler Truck, with its Freightliner brand holding a major market share. The analysts express concern about Daimler’s exposure to potential volume decline, US tariffs, and market share headwinds. Bernstein analysts believe Traton’s valuation is attractive due to its fundamentals and the expectation of a re-rating as Volkswagen reduces its stake. Traton’s Scania brand is recognized for its strong margins, and the company has a relatively better-placed exposure mix, with a focus on Europe and Latin America. VOLVb: A Bull or Bear Market Play? Don't miss out on the next big opportunity! 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Click Subscribe #Bernstein #TruckIndustry #EuropeanMarkets #OEMs #Investing

SG Wireless Strengthens Manufacturing Collaboration to Address OEMs’ Supply Chain and Country-of-Origin Challenges SG Wireless Limited, a provider of IoT technology solutions, has strengthened its collaboration with its parent company, Season Group, to offer customers an all-encompassing, one-stop service for the contract manufacturing of IoT device designs. This reinforced partnership ensures that IoT solutions developed with SG Wireless can be manufactured across Season Group’s global electronics manufacturing services (EMS) facilities. Production can be strategically allocated among Season Group’s plants in the UK, Mexico, Malaysia, and China, helping customers mitigate risks associated with tariffs and country-of-origin regulations.

SG Wireless Strengthens #Manufacturing Collaboration to Address #OEMs #SupplyChain and Country-of-Origin Challenges

🚗 The future of car buying is digital. OEMs must adapt to DTC sales, AI, AR/VR & e-commerce to stay ahead. In my latest video, I explore how automakers can future-proof their strategies & create seamless customer experiences.

#DigitalTransformation #AutomotiveRetail #OEMs #AI #AutoIndustry

#OEMs rush chip orders ahead of potential US #tariffs. #Taiwanese chipmakers confirmed the trend during recent earnings calls, highlighting a clear uptick in replenishment demand for PC and network chips, particularly in mid-range and entry-level segments (Digitimes)

bsky.app/profile/livi...
Next year, we may see other manufacturers adopting OpenHarmony as part of MIC2025. As software is opening up with richer software source code capacity and growing native app ecosystem. Hongmeng is perfected next year. Advantages are greater than Android:
#OpenHarmony #OEMs

If you’re in the #automotive space in any way. Reply and I’ll add you to some list I’m building.

Design, tech, media, & engineering. Want to build a great little space to talk shop and give an easy way for enthusiasts to engage.

#Cars #EVs #CarEnthusiast #OEMs #SDVs

Shanghai HiSilicon with Open Source Hongmeng Summit,
November 6, 2024 @ Shenzhen, China, yesterday
#OpenHarmony #HiSilicon #Huawei #OpenSource #Foss #HarmonyOS #OEMs #ThirdParty #Devices #IoT #Computing #Wearables #Embedded

Open source HarmonyOS, OpenHarmony goes global! Cooperating with the largest open source organization in Europe - HarmonyOSHub Recently, the third OpenHarmony Technology Conference was successfully held, which brought together global open source operating system technology leaders, cutting-edge...

Open source HarmonyOS, OpenHarmony goes global! Cooperating with the largest open source organization in Europe - HarmonyOSHub
#Oniro #OpenHarmony #Development #FOSS #OpenSource #2025Plan #HarmonyOSNext #OEMs
harmonyoshub.com/open-source-...

Qualcomm Urges OEMs to Patch Critical DSP and WLAN Flaws Amid Active Exploits Qualcomm fixes 20 vulnerabilities, including actively exploited CVE-2024-43047 in DSP, urging fast OEM updates.

Qualcomm Urges OEMs to Patch Critical DSP and WLAN Flaws Amid Active Exploits
thehackernews.com/2024/10/qual...
#Infosec #Security #Cybersecurity #CeptBiro #Qualcomm #OEMs #Patch #DSP #WLAN

Bastards! #Android 4.4# KitKat ships w/o browser. #OEMs have to license #Chrome or build own Smells like MSFT spirit

j.mp/1aHNVp4