U.S. auto industry races to purge Chinese connected-car hardware amid federal push
The U.S. auto industry is rapidly replacing Chinese-made connected-car hardware in response to federal regulations adopted in January 2025 under President Biden and maintained under President Trump. The rules ban Chinese connectivity software from model year 2027 and hardware from model year 2030, citing national security and data privacy concerns. Eagle Wireless, a new Ohio-based electronics manufacturer formed in late 2025, exemplifies the industry's pivot, aiming to grow from 140 to 1,000 employees and nearly double revenue to $100 million. The shift is costly, with non-Chinese components typically significantly more expensive. The urgency increased after Polestar, majority-owned by China's Geely, was banned from U.S. sales. The affected components include satellite communications systems, external antennas, and microcontrollers for external vehicle communication.
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