The U.S. Auto Industry: 2025 Outlook Artwork

The All-Axis Podcast

Technology is rapidly reshaping the manufacturing landscape. As factories embrace automation, smart manufacturing, and Industry 4.0, shop floors need a sharper focus on quality, operational efficiency, and scalable growth.

The All-Axis Podcast, hosted by Tebis America's Michael Thiessen, explores the critical technologies, strategies, and industry shifts driving modern manufacturing forward. Each episode breaks down real-world applications across CAD/CAM software, CNC machining, digital twin technology, unattended "lights-out" machining, artificial intelligence on the shop floor, and workforce development across automotive, aerospace, and precision tooling sectors.

Brought to you by the experts at Tebis, provider of advanced CAD/CAM and MES software solutions that help manufacturers optimize processes, drive precision, and build better products.

To learn more, visit www.tebis.com.

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The All-Axis Podcast

The U.S. Auto Industry: 2025 Outlook

March 24, 2025 • Michael Thiessen, Joe McCabe

0:00 | 34:25

He's back! As global automotive OEMs recalibrate production strategies, understanding shifting market drivers, tariff impacts, and powertrain transitions is essential for precision suppliers.

In this episode, host Michael Thiessen welcomes back industry analyst Joe McCabe, President and CEO of Auto Forecast Solutions (AFS), for his annual deep dive into the North American automotive outlook. Joe provides an unfiltered assessment of the key forces shaping 2025 production, including evolving trade policy and tariffs, changing EV timelines, the rapid rise of hybrid platforms, and competitive pressures from global manufacturers. Together, they analyze what these structural shifts mean for tooling schedules, mold and die suppliers, and Tier 1/2 manufacturing strategy.

Whether you are an automotive toolmaker, precision machining supplier, or manufacturing executive, this episode offers vital intelligence to help align your operational planning with upcoming automotive market realities.

In this episode:
00:00 - Introduction: Welcoming Back Joe McCabe for the 2025 Outlook
04:30 - Trade Policy & Tariff Impacts on Automotive Supply Chains
11:15 - EV Transition Realities vs. Hybrid & Extended-Range Growth
18:40 - OEM Sourcing Adjustments & Tooling Schedule Timeline Shifts
26:10 - Global Competition & Market Dynamics Facing North American Suppliers
32:45 - Strategic Takeaways for Mold Makers and Precision Machine Shops

To learn more about AFS, visit www. autoforecastsolutions.com

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Michael Thiessen

Host