BMW and Ferrari are rolling out models with aluminium wiring, signaling a material shift away from copper in EV wiring. Aluminium offers weight and cost advantages that could improve BMW's efficiency and margins if scaled. The near-term BAMXF impact will depend on BMW's model cadence and the adoption pace across its lineup.
U.S. President Trump's decision to raise car import tariffs to 25% drastically affects German automakers, causing share prices to tumble. The automotive sector is already struggling, suggesting investors need to reassess exposure to impacted companies, including BAMXF.
Qualcomm's self-driving tech may attract other automakers' interest. Snapdragon Ride Pilot System to debut in BMW iX3 by 2026. Qualcomm plans to scale automotive revenue to $8B by 2029. The company is diversifying from smartphones into automotive technologies. Competitors are lagging in autonomous tech, especially traditional European firms.
BMW is launching software-controlled electric vehicles to compete with Tesla and Chinese EVs. The iX3 SUV is the first production model from BMW's Neue Klasse EV platform. BMW plans to introduce over 40 new vehicles by 2027. The Neue Klasse platform boasts 20 times the computing power of current models. Shares of BMW have increased by around 13% year-to-date.