In 2018, fledgling EV maker Arrival partnered with UPS to build a new generation of electric delivery vans, beginning with a pilot fleet of 35 vehicles, for use in both the US and Europe. The company quickly expanded its scope from there, working on plans for an electrified bus, an EV rideshare vehicle for Uber and an $11.5 million battery plant. However, on Thursday the company abruptly announced that it has decided to shutter its bus and automotive projects to instead "refocus its resources on the US market while further advancing its enabling technologies."
In a press release Thursday, the company stated that "scaling production in the Bicester [UK] microfactory requires significant further investment in hard tooling and working capital and the Company has determined that the benefits of such an investment would be best directed to the US market." As such, the company will restructure and focus its efforts on the Van and the underlying tech that makes it run.
Arrival cites the US EV tax credit as a major influence on its decision, noting that the Inflation Reduction Act is, "expected to offer between $7,500 to $40,000 for commercial vehicles, [a] large addressable market size, and substantially better margins." Unfortunately, the company will have to (ugh, their words) "right size" the UK workforce, as in layoffs.
Tesla faced increasing transportation costs paired with "raw material cost inflation," continued component shortages and a strengthening dollar in Q3, all of which which ate into its quarterly revenue ($21.45 billion vs $21.96 billion expected). Yet the EV automaker still managed to set production records at each of its factories. According to the company's quarterly production report published at the start of the month, Tesla built 365,923 vehicles in Q3 and delivered just 343,830.
Revenue from automotive sales reached $18.69 billion this past quarter, a 55 percent increase year-over-year. Values in Tesla stock have dropped more than 17 percent since that report's publication, CNBC reports, and have fallen more than 5 percent since the close of market Wednesday when Tesla's earnings were released. Despite these most recent losses, Tesla did see its profits double over the past year to $3.29 billion and "it looks like we'll have an epic end of year," CEO Elon Musk said during the investor call.
Tesla had previously targeted a 50 percent annual vehicle sales growth over the next few years. In 2021, Tesla delivered some 936,000 vehicles and has delivered delivered 908,573 vehicle to date in 2022. So in order to meet the 50 percent growth goal, the company will need to sell roughly 1.4 million vehicles in total, this year, as Autoblog notes, with 490,000 of those coming in Q4. Tesla also recommitted to beginning deliveries of its Semi starting in December.
For decades, whatever you drove off the showroom floor was what you were stuck with. But now, thanks to over-the-air updates, your car can evolve on your driveway in myriad ways. Tesla has been doing it for years, and now Lucid and other automakers are joining in.
We’ve said it before: Lucid did an exquisite job with the Air, its first ever car. But like all automakers, the company found that developing good software is tougher than it looks. While the Air's driving dynamics are top-notch and the design has been praised, there have been reports of laggy elements plaguing the infotainment system.
With Lucid UX 2.0, the automaker is hoping to squelch those issues with nearly a complete rewrite of the vehicle’s software. Lucid invited us down to its headquarters to check out the latest software update that will be deployed to all Lucid Airs over the next few weeks.
SpaceX has revealed the official details of its Starlink satellite internet service for aviation, and it promises to deliver speeds of up to 350 Mbps for each airplane. Delta Chief Executive Ed Bastian admitted earlier this year that the airline conducted "exploratory tests" of Starlink's internet technology for its planes. Hawaiian Airlines also announced that it will start deploying Starlink internet with "select" aircraft in 2023 around the same time. Shortly after that and after launching Starlink for RVs, the Federal Communications Commission authorized the company to provide satellite internet services to vehicles.
Starlink Aviation, according to the company's FAQ page, will be available worldwide, as long as the plane equipped with its Aero Terminals has an unobstructed view of the sky. The service's satellites are moving in Low Earth Orbit, so there's almost always one or a few overhead. SpaceX says that means passengers will have consistent access to the internet, whether the plane is over land or water and even while it's taxiing or landing.
If Starlink Aviation can truly deliver on SpaceX's promises, that would make it a lot faster than other satellite options that only offer speeds of up to 100 Mbps per plane at most. The company claims the service will allow passengers to do things they couldn't do so mid-flight, such as making video calls, playing online games and using VPN.
The service will initially be available for select airplanes, but the company plans on developing support for more airframes in the future. SpaceX intends to start deliveries for the Starlink Aviation Aero Terminal kits in 2023, so the first airlines to offer the service as an in-flight WiFi option will likely announce it in the coming months.
Ikea has teamed up with Kodiak Robotics, a company that's working on self-driving technology for long-haul trucking, to test driverless deliveries from its warehouses. Since August this year, an autonomous heavy-duty Kodiak truck has been delivering furniture from an Ikea distribution center near Houston to a retail store near Dallas every single day. While the truck has a backup driver behind the wheel who's in charge of picking up the loaded trailer and of overseeing the delivery, the truck runs autonomously over long stretches of highway during its 300-mile, one-way journey.
With this partnership, Ikea is hoping to have a better grasp of how autonomous deliveries can make long-haul trips safer and could lead to better working conditions for truck drivers. While Kodiak's trucks aren't electric, it's worth noting that a previous study by the UC San Diego (PDF) using another company's vehicles show that autonomous trucks are around 10 percent more efficient than their traditional counterparts. According to Forbes, the two companies agreed to a three-month pilot program, but if it all goes well, they could sign a multi-year deal that would cater to a number of Ikea stores and warehouses.
The Swedish home furniture brand also embraced other types of technological advances over the past few months. In June, it launched a new AI-powered app that can scan rooms using LIDAR so that it can create 3D replicas you can design with Ikea furniture. It also made EV owners feel more welcome by signing a deal to install Electrify America's fast chargers in more than 25 of its stores in the US.
Rolls-Royce has officially begun its transition to electric cars. The luxury British manufacturer has unveiled its first ground-up EV, the Spectre coupe. The "spiritual successor" to the Phantom looks much like its stately gas-powered counterparts (apart from a low 0.25 drag coefficient), but promises to be even quieter and smoother thanks to its powerplant. The brand is still finalizing specifications. However, it expects the all-wheel drive machine to make a 0-60MPH dash in 4.4 seconds and achieve an EPA range of 260 miles. Those aren't exceptional figures, but the emphasis here is on a pampered ride, not absolute performance.
That decision is reflected in the interior. The design includes the now-obligatory instrument and infotainment displays, plus a digital fascia for the passenger. In keeping with Rolls-Royce's bespoke design philosophy, you can even have the company customize the color of the on-screen dials. An "Eleanor" assistant can handle in-car tasks, and a Whispers app can both send curated location recommendations (such as restaurants) as well as remotely control basic car functions like the locks and heating.
This isn't just a reworked version of the company's existing designs, either. The Spectre uses a new aluminum platform (the "Architecture of Luxury") tuned for EVs, and boasts "starlight" doors with 4,796 points of light. It's very large for a coupe at 16ft long and 6.6ft wide, and even required the company's first 23-inch wheels in over a century. This is for leisurely soirées and trips to the golf club, not all-out blasts down country roads.
The Spectre is available to order now, with first deliveries expected in the fourth quarter of 2023. Pricing starts at $413,500 in the US, but that's before the customization process — expect to pay considerably more to get the design just so, right down to the colors of the signature in-door umbrella. Even more so than rival ultra-luxury EVs like the Cadillac Celestiq and expected Mercedes-Maybach EQS, this is aimed at customers who will spend whatever it takes to get their dream car.
Cadillac has finally provided more details for the Celestiq, and it's evident the EV prioritizes luxury over raw power. The custom-built sedan is now known to include a dual-motor 600HP powertrain, all-wheel drive and a 111kWh Ultium battery pack. The combination delivers a 0-60MPH sprint in 3.8 seconds with an estimated 300-mile range. That makes it one of the quickest cars "in the segment," according to Cadillac, referencing cars like the Mercedes-Maybach S Class. It won't make Lucid Air or Tesla Model S Plaid owners seethe with envy. Instead, the focus is on comfort — this may be one of the gentler-riding electric cars you'll find.
The Celestiq combines the softness of adaptive air suspension (a familiar sight in luxury cars) with the fast-reacting Magnetic Ride Control borrowed from the CT5-V Blackwing. A "Cadillac-first" Active Roll Control system produces a more stable ride during turns, while special 23-inch wheels and tires promise both precise handling and less road noise. There are nods to performance, such as an active rear spoiler and "out-of-phase" rear steering that improves low-speed agility, but this machine isn't meant for track days.
As referenced in July, the interior is not-so-subtly meant to spoil drivers who'd otherwise spring for vehicles like the Mercedes EQS. The 55-inch dash display and variable-tint "smart glass" roof remain the signature features, but you can also expect a 38-speaker AKG sound system with spatial audio, three external speakers and active noise cancellation to hush the outside world. You can also expect the previously-touted Ultra Cruise hands-free driving, 12.6-inch seatback passenger displays, elaborate LED lighting and a new camera system that offers crash recording and theft detection. Google services like Assistant, Maps and the Play Store are built-in.
The Celestiq is now expected to enter production in December 2023, with a price "north" of $300,000. Even moreso than the Hummer EV, this is aimed squarely at very wealthy buyers who want to make a statement — including people who might have a chauffeur do the driving. You'll have to turn to the Lyriq if you want a relatively accessible electric Cadillac. GM is also making more affordable Ultium-based EVs like Chevy's upcoming Silverado pickup and Equinox SUV, so you're not left out if the Celestiq and other models are well beyond your budget.
As part of its ambitious electric vehicle plans, Mercedes has taken the wraps off its latest model, the EQE SUV — along with a bonus high-performance AMG version. Highlights of the new models include slippery aerodynamics, a large 90.6 kWh battery and very quick 0-62MPH times on the AMG model.
Mercedes calls the EQE SUV a "multipurpose variant of the EQE executive sedan" that launched recently. As such it looks very much like an SUV version of the EQE, though it's actually 3.5 inches shorter than the sedan. Size-wise, it's somewhere between the EQ-B and EQS SUVs.
Mercedes-Benz
It's one of the more aerodynamic SUVs out there, with a very slippery 0.26 coefficient of drag — even with the running boards. Along with the large 90.6 kWh battery, that helps contribute to an expected 342 miles of WLTP range (likely less on the EPA scale). Mercedes didn't detail power or performance on the regular EQE model, but instead talks about battery efficiency, thermal cooling, energy recovery, noise and vibration comfort and more in its extremely detailed press release.
The interior has a mix of natural and synthetic materials like NeoTex and leather. Front and center is a curved Hyperscreen that features three separate displays for the infotainment system, vehicle controls and more. The automaker said it has now integrated more streaming services (Spotify, Amazon Music and Apple Music) into the MBUX infotainment system. There's also a front passenger display that's designed to allow the front passenger to watch TV without distracting the driver.
Mercedes-Benz
The AMG version is Mercedes first performance SUV, and takes everything on the regular EQE to 11. The front and rear motors put out 617HP, or up to 677 from a boost function with the optional AMG Dynamic Plus package. The Race Start feature lets you put full power to the wheels (complete with sound emitted inside and outside the vehicle), getting from 0-62 MPH in 3.5 seconds.
Other performance features on the AMG include an AMG-adapted air suspension, lowered ride height settings for Sport and Sport+ modes, an active anti-roll bar, carbon-ceramic front brakes and rear-axle steering as standard.
Mercedes-Benz
Some exterior touches include digital headlights that project the Mercedes and AMG logos when the vehicle is shut off, large 21 and 22 inch wheels and an AMG logo on the hood in place of the usual Mercedes one. Inside, lucky buyers can choose from four interior options, with leather seating as standard. The Hyperscreen also gets custom AMG graphics, including a performance readout in the center display.
More details for the EQE like powertrain options will be announced closer to launch. Mercedes-Benz didn't detail pricing or availability, but did say that the standard version of the EQE SUV will start production in December at its US facility in Alabama. Unlike the EQS SUV that starts at $100,000, the EQE SUV may have a shot at getting under the $80,000 threshold to quality for a $7,500 federal tax credit.
Sony and Honda have announced (PDF) that they're planning to start accepting pre-orders for their first electric vehicle model in the first half of 2025. Their joint venture, which they've simply named Sony Honda Mobility Inc. (SHM), is hoping to start deliveries in the United States by spring of 2026. In Japan, deliveries are expected to begin in the second half of 2026. According to Reuters, the companies are considering a European launch, as well, but they have no solid plans for the region at the moment.
The companies didn't give us a glimpse of the vehicle they're working on during the event, and they didn't mention anything about its pricing or its battery technology and range. They did say, however, that they're planning to focus on online sales like Tesla does and that the first model will have a "somewhat high price range." Honda will manufacture their first model at its facility in North America, while Sony will be in charge of developing the vehicle's software system and sensors. SHM is aiming to develop a Level 3 autonomous driving system, which means its cars will eventually have the capability to drive itself in certain conditions.
Reuters also said that Sony's software system will offer a monthly subscription for entertainment and other services, providing SMH with recurring revenue. The company is even looking into providing new types of in-vehicle entertainment, including those based in the metaverse. SMH Chairman and CEO Yasuhide Mizuno said during the event that the joint company is "speedily" developing its first vehicle. He said that SMH can't miss taking pre-orders in 2025, as the firm believes that year will be a turning point for vehicle electrification.
Though already having some success with its Ioniq lineup, Hyundai has far bigger plans for its EV future — including taking a page from Tesla in terms of software updates. The automaker just unveiled a new roadmap, saying it'll invest $12.6 billion to transform its lineup across brands into "Software Defined Vehicles" (SDVs).
As part of that, it's developing new platforms and a new Connected Car Operating System (CCOS). It wants all its vehicles (both ICE and EV) to be over-the-air (OTA) capable by 2025, at which point it expects to have 20 million connected vehicles on the road.
The first leg in Hyundai's plans is two new EV platforms called eM and eS for Hyundai, Kia and Genesis vehicles based on its Integrated Modular Architecture (IMA) announced earlier this year. The eM platform will be used for consumer EVs in all segments, offering 50 percent more range on a charge than current models, according to Hyundai. It'll also support Level 3 and higher self-driving levels. Meanwhile, the eS platform is designed for logistics, deliveries and other business segments.
The idea is to have more more modularity and standardization for components like batteries and motors, helping streamline production and cut costs. Critically, it'll also let Hyundai use the same vehicle controller across brands and segments, making OTA software and "Feature on Demand" (FoD) upgrades possible.
Hyundai Motor Group
Another key part of the roadmap is the software platform. The group will use something Hyundai calls the Connected Car Operating System (ccOS), applied to all controllers and using "extremely high computing power." To achieve that, it's working with NVIDIA on loading an optimized version of ccOS onto NVIDIA DRIVE, its next-gen chipset for autonomous driving and other vehicle functions.
Speaking of that, it also plans to advance its autonomous driving tech. The ccOS operating system is a key part of that, processing all the data collected by cameras, radars and LiDARs mounted in vehicles. Hyundai hopes to use ccOS to commercialize Level 3 vehicles soon, and go to Level 4 and 5 "in due course."
“This year, the Group will apply an advanced Highway Driving Pilot (HDP) on the Genesis G90, which is a Level 3 technology for autonomous driving based on the second-generation integrated controller," said Hyundai's autonomous driving head Woongjun Jang. "The Group is also developing its Remote Parking Pilot (RPP) for Level 3 autonomous driving."
To accomplish all that, Hyundai Group plans to invest 18 trillion won ($12.6 billion) by 2030, which will go toward building a Global Software Center and be ploughed into research. "This will pace the Group at the forefront of providing entirely new mobility solutions as society changes, transportation means evolve, and software defined vehicles become commonplace," according to the press release.
