Implications for OEMs and action needs Flashcards
What will the implications of the changing ecosystem be for OEMs?
- New profit pools will emerge around NEV & AV sales and mobility services
- Significant implications for CV OEM’s business model arise from changing ecosystem
How large is the profit pool that will emerge around NEV & AV sales?
> 5B € p.a.
What is the OEMs core business right now?
Profits for EU, US, China:
Classic components (profit 5.8 b€)
New CV sales ICE 5.9 b€ profit
Aftermarket 5 b€
What do OEMs have to do to build profitability in the future?
- integrate along the value chain to secure business and build profitability
What do OEMs have to to do integrate along the value chain?
- Secure core business
2. explore arising opportunities concerning services, finance and leasing, operations (forwarding & fleet operations)
Where along the supply chain is the most money to be made now and in the future?
Operations. Forwarding & fleet operations (24.1 b € in 2018)
How to secure core business?
- capture control of high-value BEV and AV components –> upstream integration
3 implications for CV OEM’s business model
- Secure core business
- explore arising opportunities
- embark on a transformation path (build new capabilities, businesses and partnerships)
What are prerequisites for future CV sales?
- NEV /AV components.
What are the components needed for BEV powertrains?
- battery cells
- battery packs
- others:
- electric motor
- energy management systems
- power electronics
- thermal management systems
fuel cell components
- FC stack manufacturing
- membrane electrode assembly
- hydrogen storage system
- battery pack
- air compressor
- motor manufacturing
- energy management system
alternative fuel powertrains components
MHEV components LNG components - LNG tank and pump module - High-pressure accumulator - Fuel conditioning module
For which components is scarcity high?
- fuell cell
- AD chips
- Battery cells
- AD algorithm
What should OEMs make themselves?
- AD algorithm
- Battery cells
Can battery cells be easily made?
- specific know-how required for cell production
- OEMs need to pursue JV/partnering options with current market leaders
Can AD algorithms be easily made?
- no solution available
- many players active (first adopter to gain competitive advantage)
- OEMs need to build own capabilities and selective partner & acquire
How to expand downstream?
Downstream expansion by building fleet management and logistics as a service ecosystem to unlock new profit potentials
What are the 3 key services ?
Financing and leasing
Data & connectivity
Mobility services
What are the new financing and leasing services?
- battery leasing
- AD insurance
What are the new data & connectivity opportunities?
- telematics hardware
- data monetization
telematics meaning
the branch of information technology which deals with the long-distance transmission of computerized information.
3 mobility services
- fleet service
- charging/ fuelling
- freight service
Fleet service solutions
- fleet management services (route optimization, real-time traffic navigation, remote diagnostics)
- AD CV rental
- Pay-per-use CV sales (customers have more predictable TCO,
two charging service solutions
- digital platform for charging
- charging point operator
Freight service solution
freight sharing platform
Operations service solutions
- traditional forwarding
- traditional fleet operations
- AD fleet operations
- Hub operations
- last mile delivery systems
TRATON Group’s connectivity platform
RIO
- cloud-based
Scania One
digital marketplace to increase fleet efficiency
How much should the NEV/AD vehicles makeup of core business in 2030?
30%
New profit pools will emerge around? (3 categories)
- NEV/AD sales
- NEV/AD components
- mobility services
