Global & MENA Automotive Industry November Update 2025: EVs, Autonomy & Software-Defined Mobility
Global and MENA Auto Outlook: Next-Gen EVs, Smart Mobility Systems & Autonomous Technology Introduction From Disney streaming in Audi cabins and Lamborghini’s 1,000+ hp hybrid supercars, to Jeep’s new turbocharged Grand Cherokee and GM’s next-generation V8s, this edition captures a global automotive industry balancing emotional performance with hard-headed efficiency. Global OEMs are doubling down on software-defined vehicles, autonomy and new cockpit experiences, while still investing in combustion and hybrid technologies that will carry many markets through the transition. Alongside this, the next wave of mobility infrastructure is taking shape: Waymo’s robotaxis expanding across US cities, Stellantis partnering with NVIDIA and Uber on Level 4 ride-hailing, XPENG blending robotaxis with flying cars, and LG Chem with ZEISS designing holographic windscreens for tomorrow’s digital cockpit. In parallel, regional players across the Middle East and Africa are moving from observers to orchestrators—Abu Dhabi scaling AV and eVTOL ecosystems, Saudi Arabia and Oman advancing local manufacturing, and markets like South Africa, Egypt and Qatar emerging as serious hubs for new-energy vehicles, logistics innovation and Chinese-brand expansion. Audi Integrates Disney Streaming into Vehicle Systems Audi introduces Disney’s streaming services into its in-vehicle infotainment systems. The integration enhances cabin entertainment as digital experiences become central to modern mobility and connected-car value. It reflects shifting consumer expectations, particularly among younger and digitally connected users. Audi aims to differentiate its vehicles through richer content and seamless user interaction. The move shows how infotainment partnerships are becoming strategic in the premium segment and in software-defined-vehicle positioning. Alfa Romeo Displays the 33 Stradale at the L.A. Auto Show The showcase of the 33 Stradale reinforces Alfa Romeo’s heritage narrative and brand identity in a key global market. Its presence builds excitement around the brand’s performance direction and electrified future. The display supports Alfa Romeo’s ambition to strengthen its premium credentials in the United States. The reveal comes as the brand prepares further strategic announcements. It contributes to Alfa Romeo’s ongoing push toward renewed global relevance. Waymo’s “Whirlwind 2025” Expands into Three New US Cities Waymo’s Whirlwind 2025 initiative continues with launches in three additional US cities, extending its autonomous-mobility footprint. The expansion signals growing confidence in operational maturity and regulatory acceptance for autonomous mobility services. As well as enhancing scale, the city roll-out helps Waymo capture new passenger segments and data-rich urban-driving environments. For MENA stakeholders, the move provides insight into how future mobility services might evolve locally and the readiness of cities to support them. The development emphasises how auto companies and mobility-tech firms are increasingly overlapping as part of broader ecosystem shifts. Nio Reportedly Licenses Out Its AV Chip Technology Nio has begun licensing its in-house developed Shenji NX9031 autonomous-driving chip technology to third-party automotive semiconductor firms. The move transforms a high-cost research project into a potential revenue stream and strengthens Nio’s tech positioning. Industry sources suggest contract values vary significantly depending on the depth of the licensing agreement. The chip supports next-generation AD capabilities and is built on a 5-nm automotive-grade process. The shift illustrates how EV makers are monetising internal technology assets beyond vehicle sales. GM Prepares New Small-Block V8s (5.7L & 6.6L) Amid Powertrain Shift General Motors is developing a new generation of small-block V8 engines in 5.7-litre and 6.6-litre configurations. The 5.7-litre unit is set to support mainstream models such as the Chevrolet Silverado 1500, offering improved efficiency over existing V8 engines. The larger 6.6-litre version is intended for high-performance applications, including the forthcoming Corvette Grand Sport, underscoring GM’s continued focus on powerful combustion technology. This development is part of a significant investment aimed at sustaining V8 capability while the company advances its electrification strategy. Although GM has confirmed the next-generation small-block family, detailed specifications and model allocations remain unannounced. Audi Unveils Design Concept for Its Formula 1 Entry Audi has revealed the design identity for its 2026 Formula 1 contender, signalling a key milestone in its debut into the championship. The concept showcases a blend of technical precision and emotional design consistent with Audi’s brand language. This marks a significant investment in motorsport as a global technology and brand-building platform. Audi’s entry aligns with the sport’s new regulatory era focusing on hybrid efficiency and sustainable performance. The reveal strengthens Audi’s long-term strategy to elevate global visibility through top-tier motorsport. Ford Expands BlueCruise Availability to Additional Models Ford will extend its BlueCruise hands-free driving system to four additional models, broadening access to advanced driver-assistance technology. The announcement reflects the growing mainstream demand for semi-autonomous driving features. The expansion builds on Ford’s increasing adoption of software-driven vehicle updates and connected services. BlueCruise is positioned as a key differentiator in long-distance comfort and driver-assistance convenience. This development highlights the accelerating pace of ADAS integration across global vehicle portfolios. Ferrari Honours Eight Suppliers at 2025 Podio Ceremony Ferrari awarded eight of its international suppliers at the 2025 “Podio Ferrari” event, recognising excellence in technological innovation and long-term collaboration. The awards ceremony featured 16 finalists selected from over 700 of the company’s strategic partners across six categories, reflecting Ferrari’s emphasis on performance, sustainability and quality in its global supply chain. 2026 Jeep Grand Cherokee Debuts Turbocharged Four-Cylinder Engine The 2026 Grand Cherokee enters its mid-cycle refresh with a new 2.0-litre turbocharged “Hurricane 4” engine delivering around 324 hp, replacing the outgoing V6. The model features refined exterior styling and an upgraded 12.3-inch infotainment system. Jeep continues to offer the 4xe plug-in hybrid variant as part of the updated line-up, reflecting Stellantis’ strategy to balance performance with emissions efficiency. The new engine enhances both fuel economy and responsiveness, positioning Jeep strongly in the competitive SUV segment. The update also reinforces Jeep’s appeal in markets prioritising capability and environmental responsibility. Lamborghini Unveils Fenomeno and Revuelto at Tokyo Event Lamborghini showcased the Fenomeno and a bespoke Revuelto Ad Personam at Lamborghini Day Japan, celebrating the brand’s growing presence in Asia. The Fenomeno, an ultra-limited production model with a 1080-hp hybrid system, exemplifies Lamborghini’s commitment to blending extreme performance with electrification. The event underscored the marque’s focus on exclusivity, personalisation, and
AMENA Auto Monthly Review – October 2025
Introduction The industry entered Q4 with resilience and recalibration. Battery technology, premium product launches and connected services accelerated, yet policy risk and component constraints reminded everyone that execution discipline matters. Within MENA, network expansion, digital platforms and smart-mobility pilots underscored the region’s rising influence on global roadmaps. This monthly brief curates what changed, why it matters, and where the value will be created next. Volvo and Volkswagen Sound Alarm Over Dutch Takeover of Chinese-Owned Chipmaker Nexperia The Dutch government’s decision to seize control of Nexperia, citing national security concerns over its Chinese ownership, has sparked alarm among major automakers. Volvo and Volkswagen warned that the move could disrupt semiconductor supply chains essential for vehicle production. The intervention, made under a Cold War-era law, underscores Europe’s growing resolve to safeguard its tech assets amid geopolitical tensions. Industry associations in Germany and Japan cautioned that chip shortages could trigger temporary factory shutdowns. The development adds further strain to global automakers already grappling with rare-earth export restrictions and intensifying competition from Chinese EV brands. Toyota Reveals Camry GT-S Concept at SEMA Show Toyota has unveiled the Camry GT-S Concept at the 2025 SEMA Show, based on the Camry XSE AWD Hybrid platform. The concept showcases performance-inspired design cues and enhanced suspension tuning while retaining hybrid efficiency. The model underlines Toyota’s intent to infuse sportiness into its mainstream line-up, keeping the Camry relevant amid intensifying EV and SUV competition. Geely Launches EX5 Electric SUV in UK Market Geely has introduced the EX5 electric SUV to the United Kingdom, marking the brand’s European debut with a value-oriented compact crossover. The model offers a range of around 267 miles (WLTP) and supports rapid charging from 30 to 80 percent in just 20 minutes via a 160 kW DC system. The launch is part of Geely’s broader expansion strategy, including plans to establish 100 sales and service outlets by 2026. It underscores the automaker’s intent to compete aggressively in Europe’s volume EV segment while enhancing its global footprint. Porsche Details High-Voltage System for Cayenne Electric SUV Porsche has unveiled technical details of its upcoming Cayenne Electric, featuring a high-voltage battery with a 113 kWh capacity and an 800-volt architecture capable of delivering up to 400 kW DC fast charging. This allows a 10 to 80 percent charge in under 16 minutes, significantly enhancing range efficiency and usability. The system integrates directly into the vehicle structure, improving rigidity, weight distribution, and driving dynamics—underscoring Porsche’s continued focus on blending performance and electrification in the luxury SUV segment. GM Returns with Autonomous Cadillac SUV After Cruise Exit General Motors is preparing to re-enter the autonomous-vehicle segment through Cadillac, with a self-driving luxury SUV expected to debut by 2028. The model will feature next-generation “hands-off” driver-assistance capabilities, representing a more cautious and premium-focused re-entry following GM’s previous exit from commercial robotaxi operations. This strategic pivot highlights the company’s renewed emphasis on integrating advanced autonomy within consumer-facing products, aiming to redefine luxury and technology convergence under the Cadillac brand. BYD Teases Kei Car Prototype Ahead of Japan Debut BYD has previewed its first electric kei car prototype ahead of its anticipated debut in Japan, marking the brand’s entry into one of the world’s most compact and demanding automotive segments. The prototype represents BYD’s broader strategy of adapting its EV portfolio to local market requirements and regulations. Targeting Japan’s urban mobility landscape, the model is expected to combine affordability, efficiency, and cutting-edge battery technology, reinforcing BYD’s ambition to expand its global footprint through region-specific innovations. Bentley Expands in India with Dual Showroom Launches Bentley has opened new, fully operational showrooms in Mumbai and Bengaluru, signalling a deeper commitment to India’s growing luxury automotive market. The facilities, located at The Galleria, Trident Hotel, and Indraprastha Invictus, reflect the brand’s global retail design standards. Operated in partnership with Infinity Cars and Kun Premium Cars, the sites offer Bentley’s full model range including the Bentayga, Flying Spur, and Continental GT. Supported by Škoda Auto Volkswagen India, the expansion enhances Bentley’s regional presence. The brand frames this move as elevating customer experience and accessibility across the country. Lamborghini Inaugurates Flagship Mayfair Showroom in London Lamborghini officially opened its flagship Mayfair showroom in London’s Berkeley Square on 9 October, led by Chairman and CEO Stephan Winkelmann. The new site features an advanced Ad Personam lounge, offering the most extensive range of colours and finishes in Europe. Designed as a ‘destination’ space, it reflects the brand’s evolution towards a fully hybridised model line-up. The showroom will serve as a showcase for the company’s latest models and bespoke options. This opening reinforces Lamborghini’s presence at the heart of one of the world’s leading luxury capitals. Volkswagen Group Increases Global Deliveries to 6.6 Million Vehicles Volkswagen Group reported 6.6 million global deliveries by the end of September 2025, marking a slight rise over the previous year. Stronger performance in Europe, where deliveries grew by 8 per cent, offset weaker results in China and the United States. The Group’s ongoing product offensive, featuring around 60 models, supported higher order intake and improved brand momentum. Battery-electric vehicle deliveries surged by 80 per cent in Europe and 40 per cent globally. Management emphasised a healthy order pipeline and continued customer demand across its diverse portfolio. Stellantis Reports Q3 2025 Shipments of 1.3 Million Units, Down 13% Year-on-Year Stellantis announced estimated consolidated shipments of 1.3 million units for the third quarter of 2025, reflecting a 13 per cent decline compared with last year. The decrease was largely driven by lower production in Europe due to component shortages and market adjustments. North America and South America remained stable, while the Middle East and Africa recorded moderate growth. The Group continues to optimise its global inventory and product mix to balance demand and profitability. Stellantis reaffirmed its focus on electrification and cost discipline to sustain long-term competitiveness. 2026 Toyota C-HR Gains New Mid-Grade Variant and Expanded GR Sport Range Toyota has refreshed the 2026 C-HR line-up with an additional mid-grade specification and a broader GR Sport