Tesla, Inc.

Software-Defined Vehicles: Built for Users, or for the Industry?

The concept of the Software-Defined Vehicle (SDV) has rapidly emerged as a transformative trend reshaping the automotive industry. Yet, despite widespread use of the term, there remains significant confusion around its core meaning, structural elements, and real-world driving forces.

2025 to be a Defining Year for the Rare Earth Magnet Market

High-performance rare earth magnets are set to remain critical materials in electric vehicles, wind turbines, and robotics applications, despite a climate of intensifying supply risks, price pressures and export restrictions. As new rare earth supply chains emerge across the USA, Europe and Asia, IDTechEx characterizes growth opportunities presented for rare earth magnet technologies - from separation and refining to magnet production and recycling.

Q-CTRL (quantum navigation)

Q-CTRL is developing navigation systems using quantum magnetometers and software for quantum computing.

Is End-to-End the Endgame for Level 4 Autonomy?

As software becomes an increasingly important differentiator and component of autonomous driving, the term 'end-to-end' has been used to describe a new approach to autonomous driving software. End-to-end autonomous driving systems are defined by the input of raw sensor data into a deep learning model, and outputting vehicle control commands such as steering, acceleration, and braking. This represents a paradigm shift from the traditional modular software approach used in autonomous vehicles.

Software-Defined Vehicles Drive Next-Gen Auto Architectures

The automotive industry is undergoing a foundational shift toward Software-Defined Vehicles (SDVs), where vehicle functionality, user experience, and monetization opportunities are governed increasingly by software rather than hardware. This evolution, captured comprehensively in the latest IDTechEx report, "Software-Defined Vehicles, Connected Cars, and AI in Cars 2026-2036: Markets, Trends, and Forecasts", highlights how central compute and zonal platforms will redefine automotive competition, generating an estimated US$755 billion in hardware revenue by 2029.

Cerca Magnetics

Cerca Magnetics has developed a wearable brain-scanning solution using OPM quantum sensors. CEO David Woolger presented on recent progress at the 4th Annual Commercializing Quantum Global in 2025.

Dry Electrode Processes: Reshaping Battery Manufacturing & Binders

Dry electrode processes are emerging as a lower cost, more sustainable method for electrode production. This article highlights what they are, why they are gaining traction, and what their rise means for Li-ion manufacturing and binder markets over the next 10 years.

Plasmatreat

Plasmatreat is a German provider of plasma treatment equipment for sectors including the battery industry. IDTechEx spoke to Plasmatreat at the Battery ells & Systems Expo 2025, and this profile will focus on the company and the role of plasma treatment in battery production.

Parker Lord: Dielectric coating for EV battery

IDTechEx attended a webinar given by Alaina Hull, Global Business Development Manager, in which a UV curable dielectric EV battery coating was presented, called Sipiol UV.

Q.ANT (quantum sensing)

Q.ANT is developing a quantum magnetometer and quantum gyroscope.

Mankiewicz Coatings

IDTechEx spoke to Laura Relyea Coatsworth, Technical and Color Specialist.

Waymo

IDTechEx analyzes the market developments with Waymo, including developments to its new generation vehicle platform, AI, collaborations, and funding.

Humanoid Robots to Have a 14-Fold Market Expansion in 5 Years

The article highlights the rapid growth of the humanoid robot market through 2035, emphasizing a projected $10 billion opportunity in sensory components, especially tactile sensors, LiDAR, and cameras, as demand for dexterous and spatially aware robots increases

Upcoming Webinar on Humanoid Robots

Webinar Title: Humanoid Robots: Early Adopters, Technologies, Challenges and Outlook Date: Tuesday 3 June 2025 Presenter: Yulin Wang, Senior Technology Analyst, IDTechEx

In-Cabin Sensor Advancements: Radar or 3D Cameras?

In-cabin sensing innovations from Tesla, Seeing Machines, and LG Electronics—leveraging radar, 3d cameras, and AI—are transforming vehicle safety and personalization, setting the stage for a US$6 billion market by 2035.

Fast Growth of Humanoid Robots in the Automotive & Logistics Industry

By 2025, major automotive players such as Tesla and BYD are set to scale humanoid robot deployment over 10x, paving the way for a projected 1.6 million units in use across the industry by 2035, according to IDTechEx. While current unit costs exceed US$100,000, prices are forecast to drop to US$20,000, driving broader adoption in both the automotive and logistics sectors.

China's L2+ ADAS Market Surges as Full-Stack Solutions Dominate

China's L2+ ADAS market is accelerating, led by cost-effective full-stack solutions and domestic innovation. IDTechEx projects the market to reach US$20 billion by the 2040's as local players outpace global rivals.

Collaborative Robots Drive Workforce Return in Auto Industry

Collaborative robots (cobots) are reshaping automotive manufacturing by enabling safe, flexible, and efficient human-robot collaboration across tasks like assembly, screwing, and polishing, thanks to advanced force sensing, AI-driven vision, and intuitive programming. As electric vehicle production grows and factories seek greater agility, cobots offer a scalable solution, with their market projected to expand significantly through 2045.

Tokamak Energy: TE Magnetics

Tokamak Energy are a commercial fusion startup pursuing the spherical tokamak fusion approach using high temperature superconductors (HTS), a technology which they have commercialized through their TE Magnetics division for other applications.

Figure AI

Figure AI has rapidly emerged as a leader in humanoid robotics since its 2022 founding, achieving commercial viability through advanced AI integration and strategic partnerships. The company focuses on deploying autonomous robots to address labor shortages while expanding into consumer markets.