Category

Electric Vehicles

The Omnibus (Honore Daumier, 1864)

I Want to Say One Word to You: Batteries!

By Automotive, Electric Vehicles No Comments

Electric Cars: Not So Fast

The future of personal and commercial mobility is undoubtedly electric. But thus far, sales of electric vehicles have been disappointing. A hefty price tag and lack of charging infrastructure continue to stall broad adoption, especially in regions that are afflicted by air pollution and should see high demand for EVs.

Internal combustion vehicles will continue to dominate the new vehicle market for the next five to ten years. Bloomberg New Energy Finance (BNEF) estimates that by 2030, EVs will make up 44% of all new vehicle sales in Europe, 41% in China, 34% in the US and 17% in Japan. India,  owing to a shortage of charging infrastructure and a lack of affordable EV models, will trail these regions, with only 7% of total sales.

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Count von Count

How Many Autonomous Cars Will be on the Road in 2025?

By Autonomous Cars, Connected Cars, Electric Vehicles No Comments

Like Sesame Street’s Count von Count, industry analysts have a compulsive love of counting things.

One favorite item to count has been Internet of Things devices or “things.” This metric has proven elusive, and, as I opined numerous times before, mostly irrelevant, because the mere number of IoT devices deployed globally does not signify the business value they provide. In other words, more devices do not mean greater business value.

Conversely, connected and automated cars (CAVs) is a good example of more-is-better. More connected, safer, and, eventually, autonomous cars will improve the efficiency of urban transportation systems and reduce private vehicle ownership, thereby preventing crashes, easing traffic congestion and reducing carbon footprint.

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Elegant Gathering in the Apricot Garden (Xie Huan Ca. 1437)

Made in China 2025 and Intellectual Property Protection

By Electric Vehicles, Mergers & Acquisitions, Supply Chain No Comments

China IP Protection Practices Snapshot and Predictions

Product companies and research organizations have long complained about theft of intellectual property (IP) and lax enforcement of intellectual property rights in China. Forced technology transfers have been another major grievance of foreign companies setting up local operations in China.

Despite the potential risks of IP leaks and bureaucratic limitations, the lure of the enormous Chinese consumers market is impossible to resist and for some companies it may very well represent an essential component of their long-term growth strategy.

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Airplane Over Train (Natalia Goncharova, 1913)

The Automotive Industry: On the Road to Autonomy — Automotive Industry Snapshot and Predictions

By Automotive, Autonomous Cars, Connected Cars, Electric Vehicles, Strategy, Uncategorized No Comments

Value Chain Disintermediation: Electronics and Software are the New Automotive Supply Chain Kings

The auto industry’s century-old drive to gain efficiencies, accelerate production output, reduce waste and recoup working capital through lean techniques has also led to a strong cultural bias towards inside innovation and complex love-hate relationships with a network of select suppliers of mostly mechanical and electrical subsystems.

But today, electronics and software are the key to brand differentiation, customer affinity and market competitiveness. Electronics manufacturers are quickly becoming the new kings of the automotive value chain as the center of gravity is shifting from complex mechanical systems and passive safety features to sophisticated electronics and software. New entrants and outside innovators are redefining the traditional roles in a value chain structure that has changed very little in decades and are changing the familiar landscape.

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Edison Baker Electric Car c. 1895

The Car of the Future: Electrified, Connected and Autonomous

By Automotive, Connected Cars, Electric Vehicles No Comments

The Impact of Vehicle Electrification and Connectivity on Electrical System Design

Industry in Flux

Just over 100 years ago, Henry Ford disrupted the auto industry of the time with the introduction of the mass-production moving assembly line. To say that the auto industry is again in flux is almost cliché.

The confluence of technology and business trends in play is having a profound effect on the future of the mobility industry.

Electrification

Electric propulsion is still in its infancy. Today, less than 5% of vehicles sold in the US use electric propulsion. But consumers recognize the impact of EVs on the environmental. With the introduction of EVs with greater travel range and more affordable purchase price, adoption will accelerate. A survey from AAA shows that 20% of drivers want an electric vehicle and will likely choose an EV for their next vehicle, up from 15% percent in 2017.

Autonomous Driving

The race to achieve fully automated driving is heating up rapidly. Despite many uncertainties concerning technology maturity, regulatory requirements, and market adoption, practically all automakers and major suppliers, as well as scores of small upstart companies, want to take part in this race.

The hope to capitalize on the early waves of commercialization and consumer adoption, and the accompanying boost to the brand lead to an increase of 33% over 5 years in R&D in the automotive sector.

Connectivity

Today’s consumers demand connectivity, sophisticated mobile apps and rich online content. An Autotrader study shows that connectivity has become a major factor in car buying decision, and that 48% of car buyers prioritize in-vehicle technology over brand or body style.

OEMs are now shifting in this direction, adding connectivity and in-vehicle features across their portfolio, including non-premium brands in an effort to better align their offering with the changing market demand, especially of millennial consumers. Read More