Change in the Automotive Industry

The Path to Mobility of the Future

Push?

  • Emmission Scandal, pending License Removal, Electric Vehicle Quota, Newcomers from Far East, …

or Pull?

  • Mobility 4.0 – electric-connected-autonomous, Car Sharing, Smart Cities, …

„The transformation of our industry will be stopped by nothing.“
(Matthias Müller, Press Release Volkswagen, 11.09.2017)

„The erruptions are getting closer, […] nothing will remain as it was.“
(Article „Miba AG: Mit dem Strom“, brand eins 08/2017)

Electromobility floods the Market

Trends, Forecasts or Theories?

  • Prices of electrical and combustion powered vehicles will be the same as of 2020. (BMW-Developer Stefan Juraschek et al at the Motor Symposium in Vienna, 04/2017)
  • In 2022, electric vehicles will generally be cheaper in terms of procurement and maintenance costs even without subventions. (Bloomberg New Energy Finance Outlook, 02/2016)
  • The range of electric cars is significantly increasing through improved battery technologies.
  • Starting in 2020, the number of powering stations will exceed that of gas stations. (forecast Nissan, primarily for Great Britain, 08/2016)
  • Registrations for electric vehicles will increase in great quantities annually until 2030. (Study AutomotiveINNOVATIONS 2017, Center of Automotive Management)

Disruption through new Technologies

Demand of new Vehicle Concepts and Parts

The drivetrain changes fundamentally:

  • No longer needed: piston, crankshaft, fuel injection and intake systems, particle filter, catalytic converter, etc.
  • Simpler construction: transmission, motor and cooling system

The market for these parts is shrinking:

  • The competition for the remaining demand increases noticeably.

  • Established business models of traditional suppliers will be put to the test.

The Change brings new Chances:

  • New Opportunities in Value Creation:
    ✓ New Business Models
    ✓ New Customer Segments
    ✓ New Parts / Components
    ✓ New Value Chains
    ✓ New Strategic Partners

Impulses for Change Potential:

  • Product Portfolio: What stays, what changes, where is innovation needed?

  • Core Competency: What distinguishes us, where are we most effective?