Throwing wrenches by the handful: How a retaliatory tariff cycle is likely to affect global automotive markets

Steve Bell

Chief Analyst, Connectivity and Related Technologies

Steve is an accomplished strategy and technology analyst focusing on connectivity-based technologies, related cloud and edge computing, cybersecurity, applications, over-the-air (OTA) updating, and automotive production. He also looks into intelligent transport systems, new mobility, smart cities, and smart charging grids.

Previously he was a Senior Analyst with Heavy Reading and focused on IoT in the mobile network domain, specifically the growth of 4G and 5G in two verticals: Industrial IoT and connected and autonomous vehicles. For two years, he also served as an analyst-in-residence at TU-Auto.com, providing insights into the future of this emerging industry. Steve is a frequent webinar producer and a respected and sought-after speaker at industry conferences.

Maite Bezerra

Senior Principal Analyst, Software-Defined Vehicles

Maite Bezerra specializes in the automotive industry’s transition to software-defined vehicles (SDV). With comprehensive knowledge in electrical and electronic architectures, hardware consolidation, high-performance computing (HPCs), vehicle operating systems, cloud native tools, and software-defined principles, she delivers strategic insights on the automotive value chain’s transformation in response to software-driven innovation.

Her research focuses on defining, measuring, and forecasting the progressive stages of SDV adoption and tracking automakers’ strategies to upgrade their fleets, providing actionable recommendations. Before joining Omdia, Maite worked as an automotive analyst covering cockpit systems, infotainment operating systems, HMI, ADAS, autonomous driving, and connectivity, including V2X. A recognized thought leader in the SDV space, Maite regularly presents and moderates panels at high-profile industry events, including CES. She holds a Master of Science in international business and completed three years of doctoral research with successful confirmation before pivoting to industry research.

Elaine Chung

Senior Analyst, Smart Cockpit

Elaine is a senior analyst with Informa Tech’s Automotive Group, covering the evolving landscape of automotive smart cockpits. Her role encompasses the examination of key areas, including Human-Machine Interface (HMI) design, advanced driver assistance systems (ADAS) integration, in-vehicle connectivity, user experiences (UX), and the impact of emerging technologies on the next generation of automotive interiors.

Before joining Informa Tech, Elaine served as a business development engineer at a European Tier 1 company where she led benchmarking and market trend analyses all with a focus on uncovering new business opportunities in the Japanese market. Her research covers various areas including software development, V2X communication, user experiences, and HMI aspects in ADAS. Prior to this role, she worked as a research scientist for a Japanese Tier 1 company where she supported product development for next-generation driver monitoring and HMI products.

Chris Liu

Senior Analyst, New Energy Vehicles

Chris is a senior analyst who covers China’s new energy vehicle (NEV) market, which consists of battery-electric, plug-in hybrid, and fuel-cell vehicles, with an emphasis on battery technologies and the NEV ecosystem. Chris primarily researches national policies that drive the adoption of electric vehicles (EVs) and charging infrastructure deployment. His work serves two goals: catalyzing the transition from internal combustion engine (ICE) vehicles to EVs and disseminating China’s vehicle electrification lessons to the global market.

Chris began his career as a transportation analyst for Washington-based Energetics, focusing on consulting projects related to transportation electrification. He assisted electric utilities in the US to understand and prepare to adopt EVs in their service territories; his clients included the Department of Energy, suppliers, and national laboratories. Before joining Omdia, Chris worked on an electrification strategy for a domestic OEM in China, where he advised on strategies for batteries, EV charging, and other aspects of NEV product development. Chris holds a Bachelor of Arts in environmental studies from the University of Richmond and a Master of Environmental Management specializing in energy from Duke University.

Jason Low

Principal Analyst

As Principal Analyst, Jason focuses on advancing the company’s research initiatives in the automotive sector, particularly in EV, ADAS, and digital cockpit technologies.

Jason has significant expertise in the evolving landscape of the automotive ecosystem in China and globally, assisting technology companies, tier-one suppliers, and automakers with their go-to-market (GTM) and technology strategies to leverage emerging opportunities.

With a solid understanding of the modern automotive market, Jason and his team guide clients in exploring the potential of new automotive technologies, support informed decision-making with data-driven insights, and identify opportunities for growth.

Working at Canalys since 2014, Jason led the Intelligent Vehicle Service, focusing on ADAS and digital cockpit, providing comprehensive guidance to clients navigating the complexities of these technologies. Before the move to automotive, Jason led the Consumer IoT division, bringing expertise in wearables, hearables, and smart speakers. His deep understanding of the consumer IoT ecosystem has empowered clients to develop effective go-to-market strategies and capitalize on emerging opportunities.

Sang Oh

Principal Analyst

Hear Sang Oh discuss the impact of the chip shortage on the automotive supply chain in this interview from the DesignCon 2021 conference.

Sang is an automotive semiconductor analyst at Omdia, providing forecasts, market shares, and analysis of the overall automotive semiconductor market, with a special focus on automotive power semiconductors and the electric vehicle industry. Sang also applies his expertise in developing new services in the area of automotive semiconductors.

Prior to joining Omdia, Sang was a management consultant for Carlisle & Company, responsible for projects with global automotive and heavy equipment manufacturers for more than seven years. The focus of his projects extended from an upstream business at assembly to end-customer service operations. He specialized in strategic roadmap planning, network operation, performance optimization, and global data benchmarking.

Sang earned an MBA from Cheung Kong Graduate School of Business in Beijing, China. He also earned a Master of Engineering degree in mechanical engineering, a minor degree in system engineering, and a Bachelor of Science degree in mechanical and aerospace engineering from Cornell University.

Adam Ragozzino

Principal Analyst, Batteries and Electric Powertrains

Adam Ragozzino is a Principal Analyst at Informa Tech’s Automotive Group (Wards Intelligence, WardsAuto, and TU Automotive), covering the rapid advancements in electric vehicle Batteries and Electric Powertrains. Adam’s focus areas also include the latest trends in batteries, electric motors, related power control & conversion technologies, all-wheel-drive systems & EV transmission trends, hybrid & fuel-cell powertrains, and the impact on internal combustion engines. As an analyst, he looks at events and technology innovations in the industry and helps explain why they matter and what comes next. His latest project concerns battery technology trends and who is winning the EV race.

Before coming to Wards, he was the automotive analyst at a small startup company focused on helping clients see trends in the industry. Previously, he worked as an analyst in marketing, policy, and healthcare. When not writing about the next battery trend, you can find him riding or skiing throughout Colorado.

Christie Schweinsberg

Principal Analyst, Sustainability and Digital Economy

Christie is a Principal Analyst covering Sustainability and Digital Economy. She follows and analyzes topics pertaining to charging infrastructure, corporate sustainability goals, and subscription-based features in vehicles.

Prior to 2023, as an analyst covering electrification for Wards Intelligence, Christie wrote two reports on electrification: Putting the Charge in Electric Vehicles (2018) and Closing the Loop: Strategies Ahead for Reuse, Recycling of Li-ion BEV Batteries (2020). She explored batteries and battery-pack design in a series of projects in 2021. She is targeting an updated look at charging infrastructure in the US in 2023, in light of the Biden Administration’s plan to create a nationwide, 500,000-charger network.

Christie oversees the Wards 10 Best Interiors and UX awards and is a judge for the Wards 10 Best Engines and Propulsion Systems, and a contributor to the WardsAuto website. Prior to her current position, she was a Senior Editor for WardsAuto, covering Asian automakers, including Toyota, Honda, Nissan, and Hyundai.

Haig Stoddard

Principal Analyst, Forecast & Markets

Haig has followed the auto industry for over three decades, starting as a reporter and editor for Wards Automotive Reports, then transitioning to an automotive market analyst. He analyzes market trends related to new-vehicle demand, production, and powertrain take-rates, and forecasts vehicle connectivity and automation levels

Haig focuses on tying together demand, vehicle production, and powertrain trends. He also has created and co-created several of the company’s current analytical outputs related to forecasts, plant capacities, product cycle plans, market segmentation, and future vehicle propulsion reports. Currently, he supports the Wards Intelligence database and produces regularly scheduled and custom subscription-based posts tied to North American production, sales analysis, forecasts, and general global market analysis. He also is working on projects to help expand the company’s coverage of future trends by creating vehicle-based forecasts related to factory-installed equipment, such as ADAS and mobility.

Edward Wilford

Senior Research Director

Edward is the Senior Research Director, Automotive, having previously covered automotive AI and semiconductors as Senior Principal Analyst, IoT, at Omdia. He has written extensively on embedded applications processors and GPUs, edge AI, advanced connectivity, and novel semiconductor architectures such as RISC-V.

He started in the industry in 2016 when he joined Arm as a market intelligence analyst, leading market research and forecasting in the automotive and IoT division. He has also worked in financial services and media roles in London. He has a BA from Durham University and an MPhil in Linguistics from the University of Cambridge.

Stacy Wu

Senior Principal Analyst, Automotive Displays & HMI Research

Stacy Wu is a senior principal analyst specializing in automotive displays and human-machine interface (HMI) research at Omdia, and she has established herself as a leading professional in the area since 2014. As the lead analyst for the Automotive Display Intelligent Service, Stacy’s expertise encompasses a wide array of areas including automotive display shipments, design features, HMI, technology roadmap, and automotive cockpit and ecosystem studies.

Prior to her current role, she held pivotal positions, notably as the manager of the market intelligence department at Delta Electronics Group, where she led a team in providing invaluable market insights to the top management team. Additionally, she served as a senior analyst overseeing the large-area display market at iSuppli. She holds a master’s degree in international marketing from the University of Strathclyde in the UK and a bachelor’s degree in business administration from National Chengchi University in Taiwan.

Stephanie Wu

Senior Analyst, Smart Buildings & Energy Infrastructure