While waiting for Autopromotec 2019 (from 22 to 26 May in Bologna), the aftermarket world met at the 2018 State of the Industry to discuss the big changes affecting the automotive sector. Here are some ideas on how to look at the new business.
According to Andrea Marinoni, Roland Berger senior partner, the automotive supply chain is called upon to review its business models so as to govern the 4 megatrends currently shaping the market: mobility, autonomous driving, digitization and electrification
Over three million EVs are currently circulating around the world, of which 1.3 million sold in 2017 alone, boosting the transition towards a more sustainable mobility. China, Europe and the US are the largest markets. By 2030 eight out of every ten new vehicles will be battery-powered. However, a few loose ends need to be tied up first.
According to a recent classification by Bloomberg Philanthropies over one hundred cities around the world are currently engaged in testing self-driving cars and the list keeps growing with North America and Europe leading the way. By 2030 this market segment might be worth around 95 billion dollars.
From Trump’s “America First” to the “Made in China 2025” plan, statements towards a closed world market are being multiplied. In this scenario Europe risks being the weaker subject. We need economic interventions and a common strategy to react to aggressive industrial policies
Considering the virtuous and sustainable scenario in which mobility is trying to move, corporate fleets could provide interesting opportunities for top aftermarket (mechatronics) players. But is it really such a great opportunity?