Implications for OEMS and Action needs

Question 1

what are implications of the changing ecosystem for OEM.

Answer 1

1. New profit pools (NEV, AV, serivices)
2. Need to secure core business (Vertical integration: Battery, AD Algorithm)
3. Explore arising opportunities (fleet management, logistics as a service)

Question 2

Arising Opportunities are:

Answer 2

1. Financing and Leasing (Traditional, Battery, Insurance)
2. Data and connectivity (Telematics hardware, Data monetization)
3. Mobility services (Fleet Management (Pay per Use, Rental))
   (Charging, Fueling)
4. Operations (traditional forwarding, last mile delivery systems)