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Automotive Intelligence Gathering

Automotive strategy, Automotive strategy consultants, Automotive strategy consulting, automotive process improvement, Training

All the key industry news summarised and neatly organised

Automotive strategy, Automotive strategy consultants, Automotive strategy consulting, automotive process improvement, Training

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Automotive strategy, Automotive strategy consultants, Automotive strategy consulting, automotive process improvement, Training

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Favourite stories of the past week…?

  • Mixed Emotions -- The Tata Nano is no more. What did we all learn from the experience? Was the instinct that people wanted cheap cars wrong? Initial reservations suggested Tata was onto something but the problem was with the execution. That isn’t a criticism of Tata, who took on a challenge so hard no one else has tried anything similar. Perhaps the way forward is cheaply refurbishing existing vehicles? If the industry can’t work out the answer, it runs the risk that the middle class in emerging markets may never opt for car ownership, preferring per mile payments instead (take an Ola cab in India if you aren’t sure of why that might make economic sense from their point of view).
  • You Can’t Always Get What You Want -- The UK Government unveiled its white paper for detailed post-Brexit negotiations. If you are an automotive OEM or Tier 1 it pretty much ticks all the boxes: zero tariffs; no border checks; a mysterious “common rulebook”; trusted trader status; a sort of free movement for key talent and even diagonal cumulation of local content. So far so good, but will the EU agree? The Achilles heel of the UK’s plan could be the EU not wanting to give concessions it knows could cause a whole load of other agreements (e.g. EFTA, EEA, Turkey) to be revisited.
  • Fortune Teller -- Although we’ve yet to see autonomous cars on the roads, companies are offering parking spaces tailored to their requirements. Although some of this is headline grabbing, it shows that infrastructure providers are starting to think about the opportunities for them. That can only help…
Automotive strategy, Automotive strategy consultants, Automotive strategy consulting, automotive process improvement, Training
Automotive strategy, Automotive strategy consultants, Automotive strategy consulting, automotive process improvement, Training
Automotive strategy, Automotive strategy consultants, Automotive strategy consulting, automotive process improvement, Training

July 2018

July 2nd to July 8th

A drop in demand for Model 3, high resolution lidar and PSA downsizing by stealth.

June 2018

June 4th to June 10th

Volvo’s 2025 strategy, Honda and GM battery sharing, saving diesel and what people really think about their cars

June 11th to June 17th

Toyota bets on Grab, VW’s strategy to monetise data and Proton the sequel

June 18th to June 24th

Humans abusing autonomous vehicles, innovation in action and great news for electric vehicle enthusiasts.

June 25th to July 1st

A rosy forecast for dealerships, GM discounting and comparing what companies say about their driverless vehicles

May 2018

May 7th to May 13th

Profiting from car data, connectivity the BYD way, personalised driverless cars and the difference between leasing and subscribing

May 14th to May 20th

Volvo without diesel, Nissan taking the fight to Tesla, a retail price point for driverless systems and how Waymo do it

May 21st to May 27th

The future of manual transmissions, safer self-driving car tests and electric vehicle sales forecasts

May 28th to June 3rd

Buying level 4 and 5 systems off the shelf, traditional OEM does an Uber and how autonomous vehicles could disrupt tyre supplies

April 2018

April 2nd to April 8th

Trade wars, Tesla volumes, driver assistance super-sleuths and PSA’s secret agenda to mitigate Brexit

April 9th to April 15th

Uber’s strategy, Tesla manufacturing, Ford macroeconomic strategy and PSA’s electrification plan

April 16th to April 22nd

PSA restructuring strategy, Tesla’s tolerance of failure, Porsche diversification and Waymo just wants to drive cars, not make them

April 23rd to April 29th

Volvo’s electric car claims, dangerous (self) driving, rising fleet CO2 levels in Europe and Innoviz’s big win

April 30th to May 6th

The end of Tesla technology leadership, rumoured UK 2040 range requirements and PSA’s retail strategy

March 2018

March 5th to March 11th

Autonomous technology as a commodity, industrial assets that keep on going and marginal gains in electric vehicles

March 12th to March 18th

VW’s electric vehicle volume forecast, white label autonomous cars from Magna and Ford’s not-so-noteworthy product plans

March 19th to March 25th

PSA on course for 2021 CO2 targets, BMW would love to sell you an electric car… from 2020 onwards, Ford and Mahindra’s cooperation and a new lease of life for diesel

March 26th to April 1st

Tesla’s privacy policy, VW’s diesel guarantee, self-driving companies that are smarter than the rest and ride hailing market dominance

February 2018

February 5th to February 11th

Aston Martin’s way of working, electric vehicle supply shortages, the advent of seamless door-to-door mobility and self-driving partnerships

February 12th to February 18th

The Renault-Nissan alliance, public perception of internal combustion engines and electrifying sports cars

February 19th to February 25th

Tesla Semi truck total cost of ownership, blockchain in cars, electric delivery vehicles and implications of electric cars for Big Oil

February 26th to March 4th

Car sharing without fleet operators, Audi A6 with 48V technology, OEMs react to EU CO2 targets and Waymo driverless technology

January 2018

January 2nd to January 7th

Tesla’s crisis, financing for AVs, Toyota’s diesel strategy, Aurora’s collaborations and ICO-funded disruptive start-ups

January 8th to January 14th

German OEMs showing off, Ford’s autonomous vision, Toyota autonomous partnerships, and solid state battery costs

January 15th to January 21st

Electric car converts, high resolution vehicle radar, and business class seating coming to a Transit van near you

January 22nd to January 28th

FCA’s revival, Opel’s restructuring, Elon Musk’s performance incentives and new battery technologies

January 29th to February 4th

Autonomous vehicles in court, the next step for internal combustion engines and carmakers crying foul of CO2 targets

December 2017

December 4th to December 10th

WM Motor said that they are going to spend $3 billion to deliver a three vehicle, 100,000 unit a year, line-up

December 11th to December 17th

Changan, FAW and Dongfeng have struck a cooperation agreement. They’ll develop new technologies and a shared platform together.

December 18th to December 27th

Toyota’s electric vehicle plan, solid state batteries for BMW, VW capital discipline and the Tesla pick-up

December 28th to January 1st 2018

VW’s resurgence, re-badged SEATs, labour problems, half-price lidar and Mission E sales forecasts

November 2017

November 6th to November 12th

Deutsche Telekom have realised that the same infrastructure used to run telephone exchanges sets it up rather nicely to provide electric vehicle charging

November 13th to November 19th

GM’s presentation at a conference hosted by Barclays made it sound like the company can’t get out of the traditional car business quickly enough

November 20th to November 26th

Divergent 3D have raised $65 million; serious firepower to develop more flexible manufacturing techniques

October 2017

October 2nd to October 8th

GM showed off a heavy commercial truck platform that is largely faithful to their 2002 AUTOnomy skateboard concept

October 9th to October 15th

Kobe Steel’s admission that it had shipped suspect product has everybody scrambling to try and understand whether they’ve used any of it to build cars

October 16th to October 22nd

More tough talk from Tavares on how out of shape Opel is

October 23rd to October 29th

Executives seem to be falling over each other in a bid to be the most bullish on self-driving technology.

October 30th to November 5th

Tesla would have wanted better news to share -- “burst runs” of 500 or 1,000 units don’t tell you much about true capacity

September 2017

September 4th to September 10th

Four companies (one newby and three established) showed this week that they see a path to success through picking trends first and companies second

September 11th to September 17th

It was always going to be a week of big announcements due to the Frankfurt show and there was plenty of interest going on

September 18th to September 24th

Volkswagen plan to make the MEB platform upgradeable so that used vehicle buyers can get a car with a specification and functionality that is better than when it came out of the factory gate

September 25th to October 1st

Mazda and Toyota’s electric vehicle joint venture seems more in the interest of the former than the latter

August 2017

August 7th to August 13th

Mazda’s 2030 vision -- boldly transparent in not planning for electrification to be anything more than a sideshow in the near term

August 14th to August 20th

FCA joining BMW’s autonomous program shows that BMW wasn’t bluffing when it said it wanted to involve others in creating a multi-brand platform

August 21st to August 27th

Ford published some details of their work on the first autonomous vehicle that they are planning to launch

August 28th to September 3rd

I’m wondering about GM’s approach to pricing their “hands-off” Supercruise feature

July 2017

July 3rd to July 9th

We are going to keep things very simple and recommend that you take a look at VW’s mobility technology day press release

July 10th to July 16th

I think that there are two breakaway companies that need to either win the stage or be re-absorbed into the peloton: Tesla and Uber

July 17th to July 23rd

Following the German cartel allegations the cohesiveness of the industrial-media-government alliance appears to be fragmenting

July 24th to July 30th

GM’s Corporate line seems to be growing inexorably -- how much longer investors will agree to hundreds of millions of dollars per quarter being spent without any substantive explanation?

July 31st to August 6th

Toyota and Mazda’s share tie-up and the accompanying JV to build a new US plant

June 2017

June 5th to June 11th

Renault’s plans for using 2nd life batteries from electric vehicles for stationery storage

June 12th to June 18th

Waymo retiring their self-built cars in preference to more FCA minivans suggests a realisation that hardware isn’t for them

June 19th to June 25th

BMW and US utility PG&E published some really in-depth findings from their vehicle-to-grid storage experiment

June 26th to July 2nd

People have been talking informally about €100 / kWh battery cell costs before 2020 for a while now but Audi have now broken cover and quoted the number in an interview

May 2017

May 1st to May 7th

Should we expect to see Renault's new strategic plan sometime soon?

May 8th to May 14th

GM executives expect to meet their cost target of $100/kWh for battery cells earlier than they previously said

May 15th to May 21st

Could the Japanese hydrogen network and fuel cell consortium do for fuel cells what Tesla’s supercharging network did for BEVs?

May 22nd to May 28th

Jim Hackett... the next Mulally or the next Nardelli?

May 29th to June 4th

HERE say that driverless cars will feature such powerful computers that, when they are parked up, their spare brain power could be leased out

April 2017

April 3rd to April 9th

Read all about it in PDF format

April 10th to April 16th

Volvo recognise driverless cars will likely lead to fewer vehicles being manufactured

April 17th to April 23rd

German OEM profits are exceeding expectations and FCA’s sales in Europe are on a tear. Peak auto any time soon?

April 24th to April 30th

French oil major Total publicly acknowledging the effect that electric cars will be having on fuel demand by the 2030’s

March 2017

March 27th to April 2nd

Read all about it in PDF format