On 26/27 of September, the ENEVATE project partner Bayern Innovativ organized the One-on-One Matchmaking Forum ‘Automotive suppliers'. 150 representatives from companies and institutes in 23 countries met to realize about 470 pre-organized business meetings. Systems and components for upcoming electric vehicles were dominating topics in Langenargen.
Presentations from BMW and Bosch revealed a strong market dynanism based on current technological developments. This is especially true in the field of E-mobility where new technologies, a swift progress in technology, new markets and global partner networks offer tremendous opportunities for suppliers.
Major technical efforts will concentrate on the improvement of the current combustion engine technology (downsizing, 2. generation of direct injection), powertrain systems, connected drive, safety systems and the development of new materials solutions for vehicle weight reduction. However, the major technological challenge will be the development and industrialization of light, long-lasting and affordable battery systems. A market breakthrough of electric vehicles will depend majorly on innovations in this field. The corresponding development phase is expected to last 10 to 15 years.
Godfried Puts from ENEVATE lead partner ATC gave a comprehensive presentation on the ENEVATE project with first results of work package 1 (supply chain development for electrical cars). The ‘electrification of the vehicle' has begun. About 200.000 Battery Electric Vehicle (BEV) registrations are expected in Europe until 2015. The pure battery electric vehicle is one out of many options like several types of hybrid cars (micro, mild and full hybrid). Starting around 2015 the market development of BEV is expected to rise higher than average with a stock of about 1.2 to 1.9 million BEV in 2020. New vehicles and their components have to be developed and production lines have to be build up to that point.
The analysis of the supply chain revealed that the valued added distribution will change significantly and makes a change in mind of OEMs and suppliers mandatory. The total value added of a BEV is significantly higher than vehicles with combustion engine and clearly dominated by the battery system. Especially the battery is and will be very cost intensive. The electric components can be obtained by the electronics industry. Hence, manufacturers and suppliers have to claim their part in the supply chain and to verify their product portfolio with the compliance to the future market demand of vehicle components. New suppliers will come up to enter the BEV-market.
Consequently, the (r)evolution towards electric mobility will have tremendous implications on the automotive industry and offers chances for the innovative actors. There are strategic chances to
The coming up of BEV will not lead to changes in the supply chain only. New and innovative business models are expected with the integration of BEV in the automotive market. Especially, if fleet operators become increasingly successful, the rules in the industry may change dramatically:
Market drivers and E-Mobility concepts will be dealt with in Work Package 3.
Dr. Kord Pannkoke, Bayern Innovativ GmbH Godfried Puts, ATC at his presentation
Impressions from the One Matchmaking Forum ‘Automotive suppliers'
Image Source: Bayern Innovativ GmbH
Dr. Kord Pannkoke, Bayern Innovativ Ltd., Nuremberg
Michael Pieper, Autocluster NRW