27th Aachen Colloquium Automobile and Engine Technology 2018
Fast Charging Profitability – How Automotive Suppliers can Capitalise on E-Mobility Today
Authors
Christian Koehler, Tobias Stahl,
Strategy Engineers GmbH & Co. KG, Munich
Summary
Electrification is coming, and it will provide attractive business opportunities for suppliers who set the stage now. There are four different electrification plays for suppliers – but only component and system supply make sense from a business case perspective. For example for an electric axle drive, highest margin potential is in
e-motors with inverter while e-motor and transmission dominate the system cost structure. In pursuit of innovation and technology leadership, automotive OEMs currently may not allow suppliers to capture system business. However, with increasing maturity, this is expected to reverse. On system level, performance and scale impact invest, sales price and product cost – the sweet-spot is with in high volume, mainstream e-axle applications. Enabling this new electric drive system business, requires suppliers to rethink their existing organisational boundaries.
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