Honda Reassesses Electrification Strategy Amid Shifting Global Market Dynamics

Honda Motor Co

Japanese automotive major Honda Motor Co, has announced a strategic realignment of its electrification roadmap, responding to evolving global market conditions and regulatory landscapes.

In a recent business briefing, Toshihiro Mibe, Director, President and Representative Executive Officer (Global CEO), emphasised on the company's commitment to achieving carbon neutrality and zero traffic fatalities by 2050, while adapting to current challenges.

He reiterated that Honda's initial target to achieve 100 percent global sales of electric vehicles (EVs) and fuel cell electric vehicles (FCEVs) by 2040 remains unchanged. However, the company acknowledges a slower-than-anticipated adoption of EVs, particularly in the United States and Europe, due to relaxed environmental regulations and market uncertainties.

Conversely, hybrid-electric vehicles (HEVs) are experiencing increased demand, offering a practical solution for reducing CO2 emissions without the immediate need for extensive charging infrastructure.

Two-pronged strategy

To navigate these shifts, Honda has outlined two primary strategic directions:

  • Enhancing EV and HEV Competitiveness: Honda aims to integrate intelligent technologies into its EV and HEV models, focusing on advanced driver assistance systems (ADAS) and connected services to deliver new value to customers.

  • Reassessing Powertrain Portfolio: The company plans to diversify its powertrain offerings, balancing the development of EVs, HEVs and internal combustion engine (ICE) vehicles to meet varying regional demands and regulatory requirements.

Recognising the scale of investment required for electrification and intelligent technologies, Honda is exploring strategic partnerships, including ongoing discussions with Nissan and Mitsubishi Motors. While a full business integration is not currently planned, these collaborations aim to strengthen shared technological capabilities and market presence.

The Japanese automaker which had announced an ambitious plan to invest 10 trillion YEN towards establishing a robust EV value chain, exemplified by its planned battery-focused project in Canada. Now, the company has revised the CAPEX to 7 trillion YEN till 31 March 2031.

“As for EVs, due to the recent market slowdown, our EV sales ratio in 2030 is now expected to fall below the previously announced target of 30 percent. On the other hand, the demand for HEV models is high. Therefore, we will position our HEVs, mostly next-generation HEV models which we will introduce in 2027 onward, as a group of products that will play a key role during the transition period towards the popularisation of EVs,” said Mibe.


The company targets total automobile sales volume of 3.6 million units, with a HEV sales target of 2.2 million units by 2030.  

Two-wheeler sales

Honda Motor Co. announced that its global two-wheeler sales reached a record 20.57 million units for the FY2025, capturing approximately 40 percent of the global two-wheeler market. The company set new all-time sales records in 37 countries and territories, reinforcing its leadership position in the two-wheeler segment.

Looking ahead, Honda expects continued growth in global motorcycle demand, particularly across the Global South, with India – a key market with a growing population and rising income levels – at the forefront. Industry-wide sales are projected to increase from the current 50 million units to approximately 60 million by 2030.

To capitalise on this growth, Honda plans to introduce a broader range of two-wheelers tailored to the varied needs of global customers. It will also optimise its supply chain to ensure more efficient delivery of both internal combustion engine (ICE) and electric models.

As part of its commitment to environmental leadership, Honda is accelerating the electrification of its motorcycle lineup. This includes improving fuel efficiency in ICE models and expanding its range of flex-fuel compatible options.

In early 2025, Honda launched the Active e: and QC1 electric models in India. The CUV e: and ICON e:, designed as global electric commuter models, have already rolled out in Indonesia, Vietnam, Thailand and the Philippines, with plans to expand to Europe and Japan later this year.

In a major strategic move, Honda will begin production of electric motorcycles at a dedicated, high-efficiency plant in India starting in 2028. This facility will focus on modularised models developed exclusively for electric platforms, aiming to boost affordability and scalability in electric two-wheelers.

Through these initiatives, Honda aims to broaden access to electric motorcycles, ultimately targeting the top position in the global electric motorcycle market.

By continuing to launch competitive products and strengthening its supply chain for both ICE and electric vehicles, Honda is positioning itself for long-term profitability. The company aims to achieve a 50 percent global market share and a return on sales (ROS) exceeding 15 percent by fiscal year 2031.

InfiMotion Presents Electric Drive Innovations At Shanghai Forum

InfiMotion

Chinese technology company InfiMotion presented its latest electric drive technologies at the 5th International Forum on Automotive Power Systems held in Songjiang. The event gathered industry experts to discuss the theme of ‘dual carbon drive, diversified win-win.’

The company showcased a dual motor assembly featuring a magnesium aluminium alloy shell, which it identifies as a world first for mass production. The assembly uses a patented 360-degree bidirectional, full oil cooling technology for heat dissipation. According to the organisation, the magnesium aluminium alloy housing reduces weight by 25 percent compared to traditional aluminium versions while maintaining hardness, aiding vehicle range and energy consumption.

InfiMotion also showcased magnetic field adjustable motors, which is intended to reduce no-load drag losses and optimise power consumption.

Furthermore, it also displayed ultra-high speed motors capable of 36,000rpm for high-performance applications and 9-in-1 electronic control units designed to integrate power domain control and reduce drive weight.

During the forum, Xu Zhe, a technology expert at InfiMotion, delivered a speech titled ‘The Era Wave of Cross Integration of Electric Drive Calibration and Data Science.’

The presentation addressed the integration of product technology with data science during the research and development process.

The exhibition resulted in exchanges between InfiMotion and several domestic and international enterprises regarding the production and application of future power systems.

Netradyne Acquires Moove Connected Mobility To Expand Presence In Europe

Netradyne - Moove Connected Mobility

Bengaluru-headquartered AI fleet safety and performance solutions company Netradyne has announced the acquisition of Moove Connected Mobility, a European fleet intelligence and mobility company with presence across European markets.

The acquisition is part of Netradyne’s expansion and its strategy for the European region. By combining Netradyne’s platform with Moove’s presence, customer relationships and experience, the company aims to serve customers across the continent.

Moove will join Netradyne Europe, serving as a hub for regional sales, customer engagement, partnerships and market development. This structure allows Netradyne to increase growth in Europe while remaining close to customers, regulators, and partners.

Avneesh Agrawal, CEO and Co‑Founder, Netradyne, said, “Europe is a critical pillar of our global strategy. This acquisition reflects a clear commitment to building long‑term presence, leadership, and trust in the region. By bringing together Moove’s local expertise and relationships with Netradyne’s AI platform, we are uniquely positioned to support European fleets at scale while staying deeply anchored in the region.”

Moove’s leadership team has experience in the European regulatory and operational landscape for mobility. Jeroen Bruinooge, Former CEO of Moove Connected Mobility, will become SVP & GM, Europe at Netradyne. He will lead the European strategy, partnerships and customer success.

The teams will focus on solutions to help fleet operators with safety outcomes, driver performance, and operational insights. The acquisition also increases Netradyne’s ability to support customers seeking a platform across North America, Europe, and Asia. This move is part of Netradyne’s mission to build an AI company with investment in the markets it serves.

Brembo Commences Production Of Sensify Intelligent Braking System

Brembo Sensify

Italian technology company Brembo has announced that its intelligent braking platform, Sensify, has entered commercial production for a major global vehicle manufacturer. The system is being fitted as standard across the entirety of the vehicles in the initial programme, representing the platform's first full industrial deployment.

Sensify is designed as a fluid-free architecture that replaces centralised hydraulic circuits with distributed intelligence at the wheel level. This design allows for the precision control, wherein the system enables continuous and accurate modulation of braking forces to maintain vehicle stability in variable driving conditions. The platform integrates with software-defined vehicle architectures, allowing manufacturers to deploy advanced functions across different vehicle segments. It is engineered to be adaptable with the technology supporting a range of applications from driver assistance systems to fully autonomous vehicles.

Following this production milestone, Brembo has secured additional contracts with new customers for the Sensify platform. The company expects to equip hundreds of thousands of vehicles annually, moving toward large-scale deployment of by-wire braking systems.

Daniele Schillaci, CEO, Brembo, said, “Sensify translates our vision of an intelligent, integrated braking platform into industrial reality. Designed to orchestrate the entire corner ecosystem, it supports safer mobility, while paving the way for the next generation of software-defined vehicles, reflecting our long-term purpose of shaping a Zero Accident Future”.

Tsuyo Manufacturing Secures Two Motor Technology Patents

Tsuyo Manufacturing

Bengaluru-based technology company Tsuyo Manufacturing has been granted two patents for electric vehicle motor designs, increasing its portfolio to 29 innovations.

The company claims it has supplied 300,000 powertrains to 25 manufacturers across the commercial vehicle, agriculture and industrial sectors.

The first patent covers a bridge design for synchronous reluctance motors. This architecture increases torque density and efficiency whilst reducing energy losses and the requirement for rare-earth materials. The second patent focuses on a five-phase permanent magnet motor using a dual inverter system. This technology allows the motor to switch between modes for startup and torque demands and maintains operation if a phase failure occurs.

These technologies were developed through research and collaboration with the Visvesvaraya National Institute of Technology, Nagpur. The company recently received approval from the Government of Karnataka for a manufacturing expansion to increase powertrain production.

Vijay Kumar, Founder and CEO, Tsuyo Manufacturing, said, "These patents mark a significant milestone and recognition in our mission to develop and promote Design-In-India technology for both domestic and global EV markets. At Tsuyo, we are not merely creating components; we are engineering a comprehensive design approach, crafting fundamental technology to drive sustainable and impactful innovation. Our goal is to offer a resilient powertrain system that addresses real-world performance challenges in electric mobility. Our commitment to deep-tech innovation, supported by a strong in-house R&D team and robust academic collaborations, enables us to challenge conventional construction and topology in hardware. This approach allows us to create niche, modular designs that are manufacturable and scalable, delivering solutions that enhance efficiency, reliability, and cost-effectiveness for OEMs. We take pride in being India's fastest research and engineering startup, consistently advancing our research from TRL1 to TRL9 levels. As India moves towards electrification, we are proud to contribute to the 'Design in India, for the world' vision while expanding our IP portfolio with numerous innovations in the pipeline."