Page 31 - TTG-Taiwan Transportation Equipment Guide 2025-04 Edition

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Industry Trends Report

begin manufacturing square-shaped lithium iron development, robotics, and security-related chips,
phosphate battery cells in the fourth quarter of reinforcing Kiwibot’s technological edge in the
2024. With a planned monthly capacity of 60,000 evolving mobility landscape.
units, these batteries will support Taiwan’s DMIT
program for intelligent electric buses. Additionally, Proactively Preparing
industry collaborations with academic institutions for Future Mobility Scenarios
are strengthening research in high-voltage, high-
capacity batteries and recycling technologies. The future of mobility is rapidly evolving,
These efforts have increased the local supply rate with innovations such as Robotaxis pushing the
of raw materials for cell manufacturing from 80% boundaries of autonomous transportation. These
to 90%, ensuring a more sustainable and resilient next-generation vehicles are designed without a
supply chain. steering wheel, pedals, rear windows (for enhanced
privacy), or charging plugs (relying instead on
Supporting the Growth of wireless charging). Additionally, they incorporate
New Car Manufacturers two-person seating, scissor doors, and self-cleaning
technology, which was demonstrated at a recent
The rise of new car manufacturers is being industry showcase. Elon Musk has projected that
fueled by significant investments and strategic Robotaxi operating costs will be as low as $0.20 per
partnerships. A notable example is Lucid, which mile and expects mass production to begin before
secured a $1.5 billion investment from Ayer Third 2027, with a target price of under $30,000 per unit.
Investment Company ahead of the 2024 launch of
its Gravity SUV. Meanwhile, Hon Hai Technology Meanwhile, Zeiss has developed a
Group and Saudi Arabia’s Public Investment Fund groundbreaking transparent image sensor
(PIF) have advanced their EV venture, Ceer, that seamlessly integrates into vehicle glass,
by signing a $2.2 billion contract with Hyundai transforming windows and windshields into
Transys. The deal will supply Ceer with a 3-in-1 interactive surfaces for photography and projection.
driving system—integrating a motor, inverter, and This technology not only eliminates the need for
deceleration gear—to enhance the performance of visible reversing cameras but also enables real-time
its EV lineup. facial and gesture recognition, fatigue detection,
and enhanced safety features. Additionally, Zeiss’s
In the autonomous mobility sector, Kiwibot, often Holography technology records and reconstructs
referred to as the "campus version of Uber Eats light information, offering advanced imaging
and Lalamove" in the U.S., continues to expand. capabilities for next-generation vehicles.
The company generates revenue through order
delivery fees and advertising on its delivery robots. To stay at the forefront of these advancements,
To further strengthen its self-driving and security- the Intelligent Transportation Society (ITS) of
related technologies, Kiwibot acquired Taiwan’s Taiwan, in collaboration with the Taipei City
AUTO Mobility Solutions Co., Ltd. in April 2024. The Government, has successfully secured the right to
acquisition brings expertise in autonomous vehicle host the ITS World Congress in 2029. The event,