All Flash analysis articles – Page 2
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FeatureWatch: Managing the battery supply chain will be a strategic advantage
In this presentation, automotive analyst Daniel Harrison details growth, investment and bottlenecks in lithium-ion battery supply chains, and demonstrates the competitive advantages that manufacturers could gain or risk in taking more control over battery sourcing and production.
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FeatureMeeting increasing demand for EVs in Europe depends on better battery supply
Carmakers are investing colossal sums of money into low and zero-emission powertrain technologies. Even before the coronavirus crisis infected the finances of most manufacturers the survival of many of them hinged upon a return on investment and a successful transition to electrification over the coming years.
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NewsPent-up demand drives European car market recovery in July
The European car market was expected to be one of the hardest hit regions because of the shutdowns caused by the coronavirus but the UK, France and Spain actually performed better than expected in July, with positive gains on the same month in 2019. Longer-term economic hardships could jeopardise the momentum of that recovery but there are signs of long-term growth in the take up of electric vehicles
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NewsLatest demand forecast: Vehicle sales will drop up to 40%, with second dip expected this year
The recovery in new vehicle sales in the wake of the coronavirus crisis will not only be varied in speed across major automotive markets, but it will also be uneven. Further pullbacks in sales are likely later in 2020 and into 2021 for many countries, according to a new report and forecast by Automotive from Ultima Media, the business intelligence arm of Automotive Logistics.
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NewsCoronavirus pandemic could force supplier consolidation
The Covid-19 pandemic will exact a heavy toll on automotive manufacturers and suppliers, who will face mounting financial losses and growing debt. Some may not survive, at least in their current form or without further government bailouts. Such financial fallout, and the need for companies to reduce costs and consolidate investments, could prompt more consolidation at all levels of the automotive industry in the coming years.
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FeatureCalling stop on automotive supply chains: how long can companies survive the Covid-19 crisis?
With the coronavirus pandemic causing a level of automotive plant shutdowns not seen since the second world war, suppliers and logistics providers will face failures without direct support from government, and close collaboration with OEMs and industry.
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VideoWatch: A royal entry to Mexico’s competitive supply base
Kevin Reed, vice-president of supply chain at tier two electronics and battery component supplier Royal Power, talks to Daniel Harrison about why the company recently built a new plant in Mexico, and the challenges facing its supply chain and logistics. In the context of declining margins among tier suppliers, Reed discusses the key advantages of moving to Mexico to better serve customers and compete, and why maximising efficiency in the supply chain is a crucial differentiator.
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NewsWatch: Future of Mexican EV production depends on a dedicated supply chain
Daniel Harrison, automotive analyst at Ultima Media’s business intelligence unit, tells Christopher Ludwig about the regulatory impact on a steady Mexican automotive market and his outlook on production, which is built strongly on exports to the US.
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Company ContentYour webinar questions answered: How tier 1 suppliers are responding to tough headwinds
You asked, we answer. We return to the questions from our audience that we didn’t have time to answer in our live webinar, ranging from which parts of automotive tier 1 suppliers’ business models are at risk of commodification, to how tier suppliers are changing supply chain processes
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FeatureAutomotive suppliers buying and spinning their way into high tech segments
As BorgWarner’s acquisition of Delphi Technologies shows, tier one automotive suppliers are turning to acquisitions and restructuring their business to focus on advanced technology, helping to protect margins, avoid commodification and transition to electrified powertrains
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Company ContentElectric vehicles could transform role of tier 1 suppliers in managing logistics
As OEMs look to reduce production costs and manage more complexity, automotive suppliers will face challenges. But with more EV models in the pipeline, many have the opportunity to grab a larger piece of the pie both for manufacturing and supply chain management.
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FeaturePart and parcel of the problem: why tier 1 supplier logistics will face a squeeze
As OEMs and automotive parts suppliers see their margins decline, cost pressures are going to increase on logistics operations and service providers further down the supply chain
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FeatureExplaining EU vehicle emissions targets: can OEMs avoid heavy fines?
The new average fleet targets that came into force in Europe on January 1st 2020 are having big impacts on the supply chain, pushing OEMs to produce and sell more hybrids and EVs. But the rules are complex and varied by brands, volume and sales. Here we provide a summary of the key rules and terminology.
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FeatureIs Sony’s Vision S a scary sight, or a revelation for carmakers and suppliers?
Should automotive manufacturers and the supply chain fear or embrace this surprise announcement from the consumer technology giant?
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FeatureSuppliers will charge the change: opportunities in the EV value chain
While much focus is put on OEM plans to launch more electric vehicles, a great deal of the technology, value, production and services will come from both existing and emerging suppliers across the value chain. We expect many new opportunities for these companies over the next decade.
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FeatureFCA–PSA fusion: first of the electric shock waves?
The merger attempt by FCA and PSA will be complicated but makes economic and operational sense, including for supply chain management and logistics. Whether or not it goes ahead, more consolidation is likely as the automotive industry gears up for electrification
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FeatureYou gotta carry that weight: how bigger vehicles and EVs will challenge logistics
With forecasts for strong growth in marketshare for electric vehicle and hybrid vehicle sales over the next decade, moving parts and vehicles will require new equipment, processes and standards across OEMs and logistics providers
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FeatureGlobal trade disputes could dim electric vehicle supply chain potential in key markets
Trade uncertainties such as those between the US and China, or the UK and the EU, could put the brakes on growth in the electric vehicle and battery supply chain for some OEMs and countries, despite bullish forecasts for alternative powertrains
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FeatureWhat took the air out of Dyson’s electric car project?
The iconic manufacturer of vacuum cleaners has cancelled plans to develop and build an EV. That was probably a smart decision, considering the huge costs, competition and struggling market that Dyson would have been entering.
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