The analysis and consulting firm AlixPartners sees high investments in the auto industry.
The fat years are over, that’s how you could put it. Because the car industry has the long jump in the change dare and that comes at a cost. At the consulting firm AlixPartners speaks of the “profit desert”, because you currently have in Autonomous driving and e-mobility invest.
According to the company’s forecast, over the next four to six years, manufacturers will invest over $ 300 billion in these two areas. This goes hand in hand with an expected drop in sales, which also raises the utility threshold – the point at which one makes a profit.
This profit desert must first be crossed before you are in the lush green. The company advises the industry on this point and sees the progress quite positively. To 2025According to the forecast, $ 85 billion will go into autonomous driving. The bulk, 225 billion US dollars, you need for the conversion to electric vehicles.
But these investments will not generate profits for the foreseeable future. Sales of electric vehicles will remain low. On average, according to the analysis, 14,000 electric vehicles will be up 2022 sold. No comparison with the revenue from internal combustion engine technology.
Yields are already declining, according to the consulting firm. You are at the level of a major recession. Alone in the United States sales will fall to 15.1 million vehicles by 2021, before a slight improvement is expected. The current level can only be reached in 2025.
The benefit threshold increases from 10 million vehicles in 2010 to 15 million this year. Against the background that sales fall to 24.8 million units, one worries over an oversupply of the production capacity in China,
source (English)
About David Fluhr
I’ve been writing about the topic of Autonomous & Connected Driving since 2011 and also talk about it on other sites like the Smart Mobility Hub. I studied social sciences at the HU Berlin and since 2012 I am a freelance journalist. Contact: mail@autonomes-fahren.de