Future Automotive Trends - European Press Conference THE TIRE COLOGNE 2018 Prof. Dr. Stefan Bratzel - press1

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Future Automotive Trends - European Press Conference THE TIRE COLOGNE 2018 Prof. Dr. Stefan Bratzel - press1
Future Automotive Trends
      Prof. Dr. Stefan Bratzel

            Presentation

   European Press Conference
    THE TIRE COLOGNE 2018
      Cologne, November 21th, 2017
Future Automotive Trends - European Press Conference THE TIRE COLOGNE 2018 Prof. Dr. Stefan Bratzel - press1
Eroding of constitutive elements of the Automotive Industry…

              New customer benefits with                   New customer benefits with
              minor technological change                   major technological changes
         Car needs Driver                                      Autonomous
                                                               Driving

        Car Ownership                                          Car Sharing /
             Similar customer benefits with
              minor technological changes                      Ride Sharing
                                                               etc.

        Internal Com-                                          Electro-
        bustion engine                                         Mobility

                  Incremental           Innovation dynamics/               radical/ disruptive
                                            Technologies
                                                                                                 2
Future Automotive Trends - European Press Conference THE TIRE COLOGNE 2018 Prof. Dr. Stefan Bratzel - press1
Main drivers of the paradigm shift in the automotive industry

                                MEGATRENDS
                                      Connectivity /
                                       Digital Life

                  Electrification                        Autonomous
                   of Drivetrain                           Driving

                                         Mobility
                                         Services

                                                                      Source: Konzeptwerkstatt; CAM

                                                                                                      3
Future Automotive Trends - European Press Conference THE TIRE COLOGNE 2018 Prof. Dr. Stefan Bratzel - press1
Market Trends of E-Mobility in selected countries (2017 YTD-09)
                                          Sales of E-Vehicles (PC, LCV), BEV und PHEV 2017-09 YTD (2016-09 YTD)*
  400.000        398.000
                                   Jan-Sep 2017             Jan-Sep 2016
  350.000

  300.000                    289.000

  250.000

  200.000

  150.000                                    140.187

                                                          108.403
  100.000

                                                                           43.096                      36.849                       35.403
   50.000                                                                              33.386                                                      29.257   26.545
                                                                                                                    17.074                                           21.665
                                                                                                                                                                              6.201   8.053
         0
                       China*                        USA                      Norwegen                    Deutschland                       UK                Frankreich       Niederlande

   *China (gerundet), inkl. Commercial Vehicles/Busse ; China, USA und Norwegen inkl. Brennstoffzelle; Hersteller in den USA teilweise geschätzt

                                                                                                                                                                                              4
Future Automotive Trends - European Press Conference THE TIRE COLOGNE 2018 Prof. Dr. Stefan Bratzel - press1
Forecast: Global Sales Electric Vehicles (BEV, PHEV) (2015-2030)

                                                                                                                                                                      Bis 2030 Wachstum auf
                                                          45                                                                                                       40 Mio. E-Autos/Jahr möglich    45%
                                                  Millionen

                                                                     Anteil Elektro (konservativ)                  Anteil Elektro (optimistisch)                          (optim. Szenario)
                                                                     Absatzszenario Elektro (konservativ)          Absatzszenario Elektro (optimistisch)
                                                          40                                                                                                                                       40%
     Global Electric Vehicles Sales (BEV, PHEV, REEV)

                                                                                                                                                                                                         Electric Vehicles Market Share /all Vehicles
                                                          35                                                                                                                                       35%
                                                                                                                          Bis 2025 Wachstum auf
                                                          30                                                           23 Mio. E-Autos/Jahr möglich                                                30%
                                                                                                                              (optim. Szenario)
                                                          25                                                                                                                                       25%

                                                          20                                                                                                                                       20%

                                                          15          Bis 2020 geringe Dynamik:                                                                                                    15%
                                                                              Anstieg auf
                                                                     5 Mio. E-Autos/Jahr möglich
                                                          10                                                                                                                                       10%
                                                                           (optim. Szenario)

                                                              5                                                                                                                                    5%

                                                              0                                                                                                                                    0%
                                                                  2015   2018       2019      2020          2021    2022      2023       2024       2025   2026   2027    2028     2029     2030
Quelle: CAM (Stand: Nov. 2016)                                                                                                                                                                                                                          5
Future Automotive Trends - European Press Conference THE TIRE COLOGNE 2018 Prof. Dr. Stefan Bratzel - press1
Autonomous Driving: Real life tests and visions
                   © DB
Robo-Taxis …in Phoenix (2017)       …in Pittsburgh (2016)     ….in Singapur (2016)

Robo-Van in Bavaria (2017)                        Dedicated Lanes (Vision)

                                                                                     6
Future Automotive Trends - European Press Conference THE TIRE COLOGNE 2018 Prof. Dr. Stefan Bratzel - press1
Autonomous Driving Scenarios: Step-by-by rollout of Robo-Cabs and Buses
Market Share of highly/fully                                                                                           Scenario "Disruption"
Autonomous Vehicles (%)                                                                                              Fully Autonomous Driving
                                                                                                                            (Level 4/5)
100
                     Phase 1                           Phase 2                         Phase 3                                  2050
                                                                                                                            Autonomous
             Real-life testing/ special            Broad deployment in            All roads, all weather                     vehicles are
                 city areas/lines                   cities/on highways/       conditions/ cities, rural areas,             mandatory by law
                                                    End2End transport          long distance transportation
 50                2022

                                                                                                                                              Source: CAM 2017; Photos: diverse
              Robo-Busses in
            dedicated city areas;
                low speeds
 30
                                       2024
                                    Space saving
                                       lanes
  20
                 2021
         Highly Autonomous                                                                                           Scenario "Evolution"
         driving on highways                                                                                          Fully Autonomous
  10                                                                                                                  Driving (Level 4/5)

           2020                             2025             2030         …             2040                     …   2050                      7
Future Automotive Trends - European Press Conference THE TIRE COLOGNE 2018 Prof. Dr. Stefan Bratzel - press1
Car as a Service/ Mobility as a Service

                ca. 50 Servicetypen                                        90
                                                                                   83                                                                        Vermietung
                                                                                                80                                    KONZERNEBENE
                 Carsharing Free-Float,                                                                                                                      Remote-Dienste
                 Carsharing Peer-to-Peer, …                                80                                 74
                                                                                 Car2x E-
                                                                                   Kl.*
                                                                                             AlphaRent                                                       Parkplatzdienste
                 Gefahrendaten,                                            70
                                                                                    …
                                                                                                                                                             Logistikservices
                                                                                              Car2x 5er
                 Verkehrsdaten, …
                                                                                Ready2park
                                                                                                 …
                                                                                                           Car2x Audi
                                                                                                                                                             Intermodale Dienste

                                               Servicestärke (Indexwert)
                 Office&Messaging,                                         60
                                                                                                               …
                                                                                                                                                             Infotainment
                                                                                 Moovel        ParkNow
                 App Entertainment,                                                          (Parkopedia                                                     Fahrdienstvermittlung
                 App Lokale Informationen,                                                                                                                   Datendienste
                                                                           50
                 …                                                                            Movvit /
                                                                                Connect.me   Here WeGo                                                       Charging-Services
                 Privattaxi,                                               40                              Here WeGo
                                                                                                                                                             Carsharing
                 Ride Sharing, …
                                                                                                                           35
                                                                                               BMW                                     32
                                                                                  MyTaxi     Connected                                        31             Sonstiges
                                                                                                            VW Car-
                                                                           30                BMW Labs         Net          OTA-
                                                                                                                                                      26
                 Logistik Marktplatz,                                                          IFTTT                                                           24
                 Temporärer Schlüssel, …
                                                                                  Here                      Car-Net       Update
                                                                                                                        Betriebssys
                                                                                                                                                                         22        21
                                                                                                              Audi         tem
                                                                                                Here
                                                                           20
                 Parkplatz-Bezahlsyst.,
                                                                                 Car2Go
                 Parkplatz-Finder offstreet,                               10                              Charge&Fue
                                                                                Corporate
                 …                                                              Carsharing    DriveNow        l Card

                 Notrufservice,                                             0
                 Software-Car-Update,                                           Daimler       BMW VWVW
                                                                                                     Group Tesla                       GM    Ford    Geely    Nissan   Toyota      PSA
                 Car Finder, …
                                                       Grafik SE015 Quelle: CAM. Anm.: *Ausgewählte Services als Beispiele für die genannten                                  Stand: Mai 2017
                                                       Haupttypen.

                                                                                                                                                                                                8
Future Automotive Trends - European Press Conference THE TIRE COLOGNE 2018 Prof. Dr. Stefan Bratzel - press1
Car as a Service: Remote-Services

  Remote-Services
                             20
                                                                                                         KONZERNEBENE             Smart-Home
                             18                                                                                                   Software Funktionsupdate
                                  EVE/ Digitalstrom
                             16                             DoorBird
                                                                                Smarth. App
                                                                                                                                  Car Finder
                                                                                                                                  App Regeln
 Servicestärke (Indexwert)

                             14                            Car Finder           OTA-Updates
                                                                                 Infotainm.
                                                                                                                                  Notrufservice
                             12     OTA-Update
                                                                                                                                  Sonstiges
                                   Betriebssystem                                                 OTA-Updates
                                                          VW My Rules
                             10                                                                    Infotainm.

                                                                              If-this-then-that
                              8
                                                      Audi Notruf & Service                       Daimler E-Call
                              6                               u.a.

                              4      Tesla Ecall

                              2
                              0
                                      Tesla             VWVW
                                                           Group                 BMW              Daimler          Hyundai   GM     Nissan        Ford
           Grafik SE006a Quelle: CAM                                                                                                               Stand: Mai 2017

                                                                                                                                                                     9
Future Automotive Trends - European Press Conference THE TIRE COLOGNE 2018 Prof. Dr. Stefan Bratzel - press1
Mobility as a Service: Ride Hailing/Sharing

       Ride Hailing
                                             24/7

                            30
                                                                                            KONZERNEBENE                           Taxi-Portal
                                                                                                                                   Ridesharing
                            25
                                                                                                                                   Privattaxi
Servicestärke (Indexwert)

                                 UberTaxi
                                                                                                                                   Chauffeursdienst
                            20
                                                                                                                                   Robotaxi
                                 UberPool

                            15
                                                     DIDI Taxi Hailing
                                                         Service

                                 UberPop
                            10
                                                        DidiHitch
                                                                          MyTaxi

                             5   UberBlack
                                                       DidiExpress
                                                                         Blacklane              MyDriver

                             0
                                 Uber               Didi Chuxing         Daimler     Lyft        Sixt      Apple VW GroupVW   GM         Google

          Grafik SE007a Quelle: CAM                                                                                                       Stand: Mai 2017

                                                                                                                                                            10
Imprint

      Firma                                                                                           Büroadresse

      Dr. Bratzel Center of Automotive Management GmbH & Co. KG (CAM)                                 Center of Automotive Management
      Director: Prof. Dr. Stefan Bratzel                                                              Langemarckweg 31
      Responsible for the contents: Prof. Dr. Stefan Bratzel                                          51465 Bergisch Gladbach
      Authors: Prof. Dr. Stefan Bratzel, Dipl.-Kfm. Ralf Tellermann                                   Germany

      Rommerscheider Str. 103                                                                         Phone:             +49 (0) 22 02 / 2 85 77 - 0
      51465 Bergisch Gladbach                                                                         Fax:               +49 (0) 22 02 / 2 85 77 - 28
      Germany                                                                                         E-Mail:            info@auto-institut.de

      Disclaimer and Copyright

      All information in this this survey has been carefully checked. It was written by use of scientific methods on the basis of the specified sources
      and literature. However, we cannot guarantee that the material contained is complete, correct and absolutely uptodate. CAM rules out any
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      All rights reserved. All contents (texts, tables, databases, images, graphics, as well as their grouping) in the survey is subject to the protection of
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      available for use by any person.

      Copyright © 2017 by Center of Automotive Management

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