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FOURIN World Automotive Law Policy Research Monthly Report We deliver the latest trends related to climate policy, environmental regulations, safety regulations, standardization of autonomous driving, automotive tax systems, investment systems, trade and commerce, and economic security every month. ◆ Table of Contents (excerpt) [Perspective] Geopolitical Risks in the Supply Chain: Is it the Second Semiconductor Crisis? Structural Transformation Facing the Automotive Industry The US-China trade dispute has spread to the Netherlands, revealing supply uncertainties for automotive semiconductor products from major semiconductor manufacturer Nexperia. This situation arose following the US announcement to expand the application of the entity list by the end of September 2025, leading to intergovernmental conflicts between the Netherlands and China regarding Nexperia. [Special Feature] ◆ US Tariff Policy: Trump tariffs, with the tariff rate on Japan settling at 15%, and the Supreme Court ruling in December as a policy turning point ◆ EU's New Category Debate: The EU is actively discussing a new category of ultra-small vehicles, M0, which aligns with the European Commission's E-Car concept ◆ Germany's Public-Private Partnership Research: Government subsidy projects for German OEMs focusing on electrification, digitalization, autonomous driving, and data collaboration.

In various Asian countries, changes in policies such as EV policies, subsidy systems, import regulations, and environmental regulations are significantly impacting the structure of the automotive market and sales trends. For companies to grasp the trends in the Asian market and consider their business strategies, analysis from both policy and market data perspectives is essential. This document is a sample collection extracted from our automotive industry research reports, designed to help understand the trends and policy impacts in the Asian automotive market. It covers market trends, sales data, policy trends, and regulatory changes in major countries such as ASEAN and India, serving as a reference for understanding changes in each country's market. 【Recommended for】 - Those who want to grasp the latest trends in the Asian automotive market - Those who want to forecast the Asian automotive market - Those who want to investigate the impact of policy trends on the market - Companies conducting strategic considerations or market research for overseas business This will be useful for market analysis across a wide range of industries, including automobile manufacturers, parts manufacturers, trading companies, and consulting firms. In this document, you can review some of the content and analysis from our research reports. Please use it as a reference when considering detailed research reports or regular reports.

As the global market for electrification (mainly BEVs) slows down, major automotive manufacturers are reviewing their electrification plans and battery procurement strategies. This report organizes the electrification strategies of major OEMs such as VW, GM, Tesla, and Toyota, as well as trends in in-house and outsourced battery production, and analyzes the business strategies of key battery manufacturers like CATL and LGES. Furthermore, it explains the overall picture of the EV battery supply chain, including regulatory trends in various countries, the battery materials market, and technological trends. It also presents market outlooks up to 2035, which can be used as reference material for formulating business strategies and market analysis in the field of electrification. [Key Points] - Understand the electrification strategies and battery procurement trends of major global OEMs - Grasp the overall picture of the xEV battery supply chain - Organize trends in battery technology and materials - Analyze the impact of national policies and regulations on the market - Understand market outlooks up to 2035 and utilize them for business strategy formulation

★Sample Presentation: Nohyakawa New Energy Focuses on Expanding Production Capacity, Customer Diversification from CATL is a Challenge Table of Contents ◆ Outlook for the Chinese Automotive Market: The Chinese automotive market faces a low-growth period, questioning the true competitiveness of companies The Chinese automotive market in 2026 may transition from the era of "quantitative growth" to a phase of stagnation or slight increase/decrease in market size, against the backdrop of slowing macroeconomic growth and rising geopolitical risks. The market is expected to enter a stage of intensified competition over limited demand, characterized by a "fight for the pie," leading to a year of elimination. This article analyzes the factors behind the slump in the new car market based on 2025 performance and forecasts future market scenarios. ■ Special Feature on Trends in Chinese Automotive Semiconductor Companies - Part 1: Increase in Products for Connected and Digital Cockpit Applications, Emphasis on Compliance with Functional Safety Standards ■ Trends in the Chinese Market for 2025: Summary of the Chinese Market for 2025, NEV ratio for passenger cars is 51.6%, with export volume expanding to 7.098 million units, accounting for 20% of shipments ■ Great Wall Motors Announces Multi-Powertrain Platform, Plans to Build European Factory Aiming for Over 1 Million Units in Overseas Sales by 2030 and more.

★February Issue Feature: "Philippines: 2025 Automotive Sales Expected to Increase by 3.8% to 490,000 Units, BYD Rises to Third in Brand Share with Early Electric Vehicle Launches" Offered! ◆February 2026 Issue Special Feature - Maruti Suzuki's After-Sales: What the Partnership Between Maruti Suzuki and Indian Oil Corporation Means In January 2026, Maruti Suzuki signed a memorandum of understanding with Indian Oil Corporation (IOCL) regarding collaboration in the after-sales sector. By establishing after-sales facilities at IOCL's gas stations, it is expected to enhance customer satisfaction by providing a one-stop service for refueling and maintenance. Additionally, this collaboration is anticipated to create multiple synergies, including the expansion of new car buyers through job creation and biogas initiatives. - 2025 Asia Automotive Sales: Automotive sales in Asia are expected to increase for the first time in two years, surpassing 11 million units, driven by a bottoming out in Thailand and growth in India. - 2025 India Automotive Sales: In India, automotive sales are projected to reach 5.5 million units in 2025, marking the highest level for four consecutive years, with SUV-focused Mahindra rising to second in passenger car market share.

"China announces action plan to promote the use of recycled materials, recommending expansion of use in automotive body parts and more" report presented! ◆Table of Contents (Excerpt) - Strategies of Major OEMs: Revision of EU Passenger Car CO2 Regulations (Follow-up), achieving the 2030-2034 targets requires around 50% BEV The CO2 regulation revision announced by the European Commission in December 2025 did not change the reduction targets after 2030, but introduced a banking-borrowing system for 2030-2032 and a 1.3 times super credit for European-made BEVs under 4.2m in length. Major OEMs (VW/Stellantis/Renault/Toyota/BMW/Mercedes-Benz) have estimated what powertrain configurations would be necessary to meet individual targets after 2030. A situation where the deployment of M1E and PHEVs will create a divide is anticipated. - Direction of Powertrains: Turning Point of European BEV Shift and Return of Internal Combustion Engines: Latest Trends Seen in COMODIA 2025 European Presentation - CO2 Regulations for Small Vehicles: EU announces amendment to withdraw the 2035 ban on ICE vehicles, also addressing CO2 reductions for EU-made small BEVs and credits.

This report organizes and analyzes the strategies of over 20 major OEMs, as well as the trends of solution providers such as NVIDIA, Mobileye, and Waymo, and the trends in the fields of sensors and AI semiconductors. **Features** - Comparison and analysis of technical approaches: Comparing Tesla's "Vision-based E2E" approach with Waymo's "Modular approach." - Overview of regulatory trends: Investigating ADAS/autonomous driving-related regulatory trends in major countries and regions. - Strategies of over 20 major OEMs: Researching the strategies and trends of companies ranging from Toyota, Honda, VW, and BMW to Chinese firms like Xiaomi and BYD. - Trends in partnerships and M&A: Detailed reports on partnership trends related to development and commercialization. - Trends by major components and systems: Organizing and analyzing trends in the sensing field, AI semiconductors, and more. The report investigates and analyzes trends not only in ADAS/autonomous driving but also in OEMs and surrounding partners and stakeholders related to SDVs. It can be utilized as a reference for understanding the trends of major automotive manufacturers and suppliers, as well as for forecasting and making judgments in the future ADAS/autonomous driving and SDV fields. *Please refer to the catalog for the targeted OEMs and system solution providers.*