R&D,product
development,
and branding
Disintegration of brands and increasing consolidation: 3- 4 global leaders for each use case and technlogy
OEMs become technology and platform (not product) developers
PD cost cut by 50%
India (frugal products) and China (CASE) become leading R&D hubs
Sourcing and supplies
Next level sourcing:
End of transaction-based purcharsing
Tier 0,5 will take over vehicle integration from OEMs
50% of suppliers will be reconstructing cases and consolidate
Manufacturing
and assembly
Multi-OEM megaplants (IMM upa) in each trade block (Europa, Asia, North America)
Megaplans can be owned by Tier 0,5 or OEMs
Export model between trade blocks loses importance
Hardware and software operations increasingly difficult to bundle in one company
Cost of sales from >30% to <15%
Future of sales job is mix of internet and experience center
# of independent dealerships cut by 50%
Service factories for "physical" services
Over the air updates for the rest
Consolidation and specialization of players
Sales and distribution
Aftersales,
mobility services