S&p Global Inc. · NYSE:SPGI
S&p Global — AutoTechInsight Webinar: CES Recap (January 2026)
34 slides from S&p Global's conference presentation, Jan 15, 2026
Slide 1: AutoTechInsight Webinar: CES Recap
AutoTechInsight Webinar: CES Recap January 15th, 2025 © 2026 S&P Global. Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global.
Slide 2: Presenting Analysts
Presenting Analysts Moderator Anna H. Buettner, Principal Analyst Phil Amsrud, Senior Principal Analyst Anna.Buettner@spglobal.com Phil.Amsrud@spglobal.com Fanni Li, Principal Analyst Brock Walquist, Senior Analyst Fanni.Li@spglobal.com Brock.Walquist@spglobal.com © 2026 S&P Global. 2
Slide 3: Questions and answers
Questions and answers To ask a question, please type your question in the “Ask a Question” box within the webcast system and click “Submit.” © 2026 S&P Global. 3
Slide 4: Agenda
Agenda • Overview • Autonomy • Connected Car and Vehicle Experience • E/E & Semiconductor • Q&A © 2026 S&P Global. 4
Slide 5: CES 2026
CES 2026 • CES 2026 was held in Las Vegas, Nevada, USA from January 6th to January 9th • CES 2026 was the 59th year of the show and is widely considered to be one of the largest tech conferences in the world • The automotive industry continues to have a large presence at the show as advances in vehi
Slide 6: Autonomy
Brock Walquist Automotive Supply Chain & Technology Autonomy Senior Analyst © 2026 S&P Global. Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global.
Slide 7: Autonomy Trends of CES 2026
Autonomy Trends of CES 2026 • Innovations accelerating not just next-generation automated driving, but also next-next and beyond – Physical AI, VLAM, E2E architecture buzz with new products and/or announcements • L2+ and L2++ headline, but robotaxi companies continue to move against long-term plans
Slide 8: Next-gen automated driving systems
Next-gen automated driving systems • Mercedes Benz introduces all-new CLA at CES 2026 equipped with MB.DRIVE ASSIST PRO – Next-gen MB.DRIVE technology co-developed with NVIDIA and powered by NVIDIA AI, full-stack DRIVE AV software, and NVIDIA DRIVE AGX accelerated compute – Mercedes will be first au
Slide 9: Next-gen automated driving systems
Next-gen automated driving systems • AFEELA Intelligent Drive, underpinned by an end-to- end AI model and VLAM, to begin as Level 2+/Level 2++ system with under pinning of 40 sensors • Ford to debut next-gen L2+ BlueCruise system in 2027, followed by L3 eyes-off driving in 2028. Point- to-point auto
Slide 10: Robotaxi market building momentum behind Waymo
Robotaxi market building momentum behind Waymo • Waymo holds strong position in the market with clear roadmap of expansion and fleet transition to Waymo 6th Gen Driver with Ioniq 5 and Zeekr RT rebrand to Ojai (Oh-hi) – 20M rides served, 5 cities with commercial operations currently but target on at
Slide 11: Supply chain makes a strong showing across various technologies
Supply chain makes a strong showing across various technologies • Aptiv showcases next-generation E2E AI-powered ADAS platform, demonstrating L2++ hands-free driving across highway and urban environments • Valeo continues evolving ADAS portfolio with next- gen camera, lidar, and in-cabin sensing • L
Slide 12: Impressive vehicles on display, albeit in small numbers
Impressive vehicles on display, albeit in small numbers • BMW iX3 • Debut model for the Neue Klasse platform • By 2027, the technologies of this platform and architecture will be integrated across 40 new models and model updates in BMW • Mercedes Benz CLA • Debut model for the next-generation of MB.
Slide 13: Connected Car and Vehicle Experience
Fanni Li Automotive Supply Chain & Technology Connected Car and Vehicle Experience Principal Analyst © 2026 S&P Global. Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global.
Slide 14: Key trends
Key trends • OEMs and suppliers are pushing beyond size into digital cockpit design, integrated multi display modules, pillar-to-pillar dashboard, panoramic displays and windshield OLED display concepts. Cockpit design and intuitive interaction are becoming new levers of OEM differentiation and bran
Slide 15: BMW iX3 Ushers in Next-Generation Innovations at CES
BMW iX3 Ushers in Next-Generation Innovations at CES BMW iX3 Panoramic iDrive BMW is putting its next-generation cockpit on display in the new iX3, including Panoramic iDrive and an AI-powered Intelligent Personal BMW in-car entertainment Assistant. BMW integrates Alexa+ technology into its vehicles
Slide 16: Brand Personalized Cockpit and Immersive Experience
Brand Personalized Cockpit and Immersive Experience AUMOVIO Branded Personalized Cockpit Branded Personalized Cockpit showcases AUMOVIO’s customized display solutions, featuring a colorful multi-display solution. It includes advancements such as vibrant color ePaper technology displays, switchable p
Slide 17: Displays with unique design
Displays with unique design TCL high brightness & low power consumption P-HUD Highlights： • IJP (Inkjet Printing) OLED brings the large size flexible display to automotive industry, building the immersive experience of high-end luxury cockpit • Display can endure more than 100,000 times of sliding.
Slide 18: LG showcase AI-powered In-Vehicle displays
LG showcase AI-powered In-Vehicle displays LG windshield display surface for real time information and mixed reality LG in vehicle entertainment LG Mobility Display Solution In-Vehicle Entertainment Solution Convert the windshield into a display surface for real time driving Supports seamless conten
Slide 19: Multi modality with high performance edge and cloud compute
Multi modality with high performance edge and cloud compute Cloud Agent Calendar Navigation Web Search Proactive Assistant Scene Analyzer Agent Framework with Google Cloud Automotive AI Agent DMS/OMS Driver Personalization Agent Emergency Agent Agent TCU/ADAS MCP Server LLMs Tools Resources Qualcomm
Slide 20: Navigation and map innovation
Navigation and map innovation BMW X7, HERE 3D map The BMW X7, powered by Here HD live map, is equipped with highway assistant, allowing level 2 hands off eyes on driving to 137 km/hour on Lucid Gravity, charging planner highways in the US and Canada. It also has navigation, traffic and predictive ro
Slide 21: Voice AI agents builder and increased onboard capability
Voice AI agents builder and increased onboard capability SoundHound Agent builder platform Cerence AI and SiMa.ai partnership SoundHound’s AI agent orchestration platform enables multiple Cerence AI and SiMa.ai partner to run CaLLM Edge on agents to carry out tasks and transactions on behalf of the
Slide 22: Sonatus Showcases AI-Powered SDV Innovations
Sonatus Showcases AI-Powered SDV Innovations Sonatus Collector AI for features on demand Sonatus Collector AI and AI Technician for Nissan development A joint demonstration with Bosch showcases the modern E/E Sonatus demonstrates how AI tools can accelerate vehicle architecture, coupled with real-wo
Slide 23: E/E & Semiconductor
Phil Amsrud Automotive Supply Chain & Technology E/E & Semiconductor Senior Principal Analyst © 2026 S&P Global. Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global.
Slide 24: CES 2026 from the Automotive SoC suppliers' perspective
CES 2026 from the Automotive SoC suppliers’ perspective Topics included • SoC supplier based announcements and perspectives. • SDV gets refined to mean software architecture drives hardware development. • AI still evolving and refining and becoming domain specific • Some concerns about memory supply
Slide 25: Main announcements and messages from Nvidia, Mobileye and Qualcomm
Main announcements and messages from Nvidia, Mobileye and Qualcomm Physical AI supports both ADAS and Robotics Mobileye Nvidia • Mobileye 3.0 • Physical AI is needed for applications that interact in • Mobileye acquires Mentee Robotics. the real world, not just exist in the digital world. • EyeQ7H s
Slide 26: Main announcements and messages from Nvidia, Mobileye and Qualcomm cont.
Main announcements and messages from Nvidia, Mobileye and Qualcomm cont. • Cockpit functions will be large AI model based and the driver assistance functions will be VLAM (Vision Language Action Model) based. • Qualcomm and Leapmotor introduced cross-domain, two chip central controller solution powe
Slide 27: Other main announcements or messages
Other main announcements or messages • Ambarella • Renesas – CV3-AD and R families (5nm) and CV7x (4/5nm) for – R-Car X5H leveraging 3nm and Chiplets. automotive vision and radar applications. • 400 TOPS monolithic performance that can be increased using chiplet capabilities. • Targeting IVI and ADA
Slide 28: SDV gets refined to mean software architecture drives hardware development
SDV gets refined to mean software architecture drives hardware development. • It’s not about lines of codes or converting everything to E2E. – Infotainment will leverage GenAI while ADAS/AV will leverage VLAM. • Can use transformers, same or different, or can have traditional S/W running in parallel
Slide 29: AI still evolving and refining and becoming domain specific
AI still evolving and refining and becoming domain specific: • IVI will become more of an HMI domain relying on LLMs. • ADAS/AV relying on Physical AI using VLAMs. • They need to communicate and share information, but don’t need to use common or single transformers. © 2026 S&P Global. 29
Slide 30: Memory concerns
Memory concerns • Some concerns about memory supply chain in the short-term, but longer term automotive is looking to migrate to higher performing memory and L4 applications will need higher memory bandwidth. • Longer term SoCs need memory with higher performance. – LPDDR4 will be displaced with LPD
Slide 31: Questions and answers
Questions and answers To ask a question, please type your question in the “Ask a Question” box within the webcast system and click “Submit.” © 2026 S&P Global.
Slide 32: thank you!
thank you! Next AutoTechInsight Webinar on February 25th, 2026 SDV: UIUX domain © 2026 S&P Global.
Slide 33: Contact us
Contact us Contact us Americas +1 800 516 2021 Asia-Pacific +60 4 296 1126 Europe, Middle East, Africa +44 (0) 203 367 0682 www.spglobal.com/en/enterprise/about/contact-us.html www.spglobal.com © 2026 S&P Global.
Slide 34: Copyright all rights reserved
Copyright © 2026 S&P Global Inc. All rights reserved. These materials, including any software, data, processing technology, index data, ratings, credit-related analysis, research, model, software or other application or output described herein, or any part thereof (collectively the “Property”) const
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