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Z: Commercial Vehicle Industry > Implications for OEMs and action needs > Flashcards

Implications for OEMs and action needs Flashcards

1
Q

What will the implications of the changing ecosystem be for OEMs?

A
  1. New profit pools will emerge around NEV & AV sales and mobility services
  2. Significant implications for CV OEM’s business model arise from changing ecosystem
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2
Q

How large is the profit pool that will emerge around NEV & AV sales?

A

> 5B € p.a.

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3
Q

What is the OEMs core business right now?

A

Profits for EU, US, China:

Classic components (profit 5.8 b€)
New CV sales ICE 5.9 b€ profit
Aftermarket 5 b€

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4
Q

What do OEMs have to do to build profitability in the future?

A
  • integrate along the value chain to secure business and build profitability
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5
Q

What do OEMs have to to do integrate along the value chain?

A
  1. Secure core business

2. explore arising opportunities concerning services, finance and leasing, operations (forwarding & fleet operations)

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6
Q

Where along the supply chain is the most money to be made now and in the future?

A

Operations. Forwarding & fleet operations (24.1 b € in 2018)

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7
Q

How to secure core business?

A
  • capture control of high-value BEV and AV components –> upstream integration
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8
Q

3 implications for CV OEM’s business model

A
  1. Secure core business
  2. explore arising opportunities
  3. embark on a transformation path (build new capabilities, businesses and partnerships)
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9
Q

What are prerequisites for future CV sales?

A
  • NEV /AV components.
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10
Q

What are the components needed for BEV powertrains?

A
  • battery cells
  • battery packs
  • others:
  • electric motor
  • energy management systems
  • power electronics
  • thermal management systems
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11
Q

fuel cell components

A
  • FC stack manufacturing
  • membrane electrode assembly
  • hydrogen storage system
  • battery pack
  • air compressor
  • motor manufacturing
  • energy management system
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12
Q

alternative fuel powertrains components

A 
MHEV components
LNG components
- LNG tank and pump module
- High-pressure accumulator
- Fuel conditioning module
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13
Q

For which components is scarcity high?

A
  • fuell cell
  • AD chips
  • Battery cells
  • AD algorithm
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14
Q

What should OEMs make themselves?

A
  • AD algorithm

- Battery cells

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15
Q

Can battery cells be easily made?

A
  • specific know-how required for cell production

- OEMs need to pursue JV/partnering options with current market leaders

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16
Q

Can AD algorithms be easily made?

A
  • no solution available
  • many players active (first adopter to gain competitive advantage)
  • OEMs need to build own capabilities and selective partner & acquire
17
Q

How to expand downstream?

A

Downstream expansion by building fleet management and logistics as a service ecosystem to unlock new profit potentials

18
Q

What are the 3 key services ?

A

Financing and leasing
Data & connectivity
Mobility services

19
Q

What are the new financing and leasing services?

A
  • battery leasing

- AD insurance

20
Q

What are the new data & connectivity opportunities?

A
  • telematics hardware

- data monetization

21
Q

telematics meaning

A

the branch of information technology which deals with the long-distance transmission of computerized information.

22
Q

3 mobility services

A
  • fleet service
  • charging/ fuelling
  • freight service
23
Q

Fleet service solutions

A
  • fleet management services (route optimization, real-time traffic navigation, remote diagnostics)
  • AD CV rental
  • Pay-per-use CV sales (customers have more predictable TCO,
24
Q

two charging service solutions

A
  • digital platform for charging

- charging point operator

25
Q

Freight service solution

A

freight sharing platform

26
Q

Operations service solutions

A
  • traditional forwarding
  • traditional fleet operations
  • AD fleet operations
  • Hub operations
  • last mile delivery systems
27
Q

TRATON Group’s connectivity platform

A

RIO

- cloud-based

28
Q

Scania One

A

digital marketplace to increase fleet efficiency

29
Q

How much should the NEV/AD vehicles makeup of core business in 2030?

A

30%

30
Q

New profit pools will emerge around? (3 categories)

A
  • NEV/AD sales
  • NEV/AD components
  • mobility services

Z: Commercial Vehicle Industry (12 decks)

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