Electrified Future of Mobility – Is the Expected Value Chain Shift Opportunity or Threat for OEMs and Suppliers?

Autoren

Patrick Glusk, Christian Speuser, Alexander Nase,
FEV Consulting GmbH, Aachen

Zusammenfassung

Besides severe local emission regulations, increasingly tightened CO₂ limits will be a key driver for the electrification of automotive powertrains. One key factor for the successful market roll-out of battery electric vehicles (BEV) is a competitive pricing.
By 2027 FEV expects a cost parity between a compact car with 48 V mild hybrid gasoline powertrain and a BEV with 180 km electric range (real world).

The market relevance of BEVs opens up new business opportunities for most market players. Automakers (OEM) can maintain their value-add in electrified powertrains assuming a stronger involvement in battery technology and e-components in general. Large potentials are foreseen for E/E suppliers. Described business potentials happen mostly at the expense of conventional component suppliers.

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