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Traditional auto parts suppliers will be subverted to 75% or eliminated


“According to a recently released report, by 2030, 75 of the top 100 suppliers  of traditional auto parts will be eliminated unless they are able to develop their own electric vehicle-related businesses.”

According to reports, for the traditional auto parts suppliers, the electric car may prove to be extinct dinosaur “meteorite”.
Electric cars will subvert the traditional auto parts supplier pattern 75% or eliminated
According to a recently released report, by 2030, 75 of the top 100 suppliers in the industry will be eliminated unless they are able to develop their own electric vehicle-related businesses.
“Most of the CEOs are very concerned about the earnings of the season, but they do not see the industry trend,” said Paul Eichenberg, an analyst at the report’s author, “Automotive electrification is expected to be much faster than most analysts. ”

Aikenberg pointed out that by 2030, the annual production of cars will be 57% of pure electric, plug-in hybrid or 48-volt electrical system of the car.
These pure electric, plug-in hybrid and mild hybrid vehicles will create an annual output of $ 213 billion in battery, engine and electronics markets.
Many argue that the shift between autopilot technology and electrification is coexisting, both of which sparked radical technological changes.

Aikenberg poses a question: how many companies will be eliminated?
Automated driving vehicles will need to assemble wire-steering, wire-controlled automatic and precision car-mounted computers and other technologies, which will greatly increase power consumption.
The tightening of global carbon dioxide emissions rules is also driving the trend of electrification. New emission standards for carbon dioxide in Europe and China are coming into effect.
In 2020, the European Union’s Euro 6 standard will require cars to reach 57 miles per gallon of fuel efficiency, and by 2030 the proposed sex may further increase this requirement to 73 miles per gallon.
Car manufacturers plan to meet this trend through electric, plug-in hybrid and mild hybrid vehicles.
48 volts mild miscarriage

Mild moped cars are cars that have upgraded to 48-volt electrical systems, start-up functions and regenerative braking, and this technology is providing fast access to electrification for some suppliers.

Mild hybrid technology will increase the cost of vehicles by $ 1,000 to $ 1,200 per vehicle (equivalent to an increase of 30%), which can reduce carbon dioxide emissions by half.
“This is a good solution – especially for larger cars,” says Aikenberg. “Larger cars will use this technology, and smaller cars will use plug-in hybrid Or pure electric technology. ”

Some large suppliers are betting on this trend and reorienting their position through investment. In 2012, Continental AG invested $ 1.2 billion in the development of electric vehicle technology, adding a 48-volt mild hybrid system to its product line.

This is part of a “two-pronged” strategy, which assumes that carmakers will electrify their conventional cars in the short term and then gradually transition to electric and plug-in hybrid cars.

This investment has been effective in the 2016 harvest since Reynolds applied Continental AG’s 48-volt mild hybrid system to Scenic SUVs. Over the next two years, five other automakers almost applied the system to their vehicles.
“This is a cost-effective way for the turn of electric vehicles and plug-in hybrid cars,” said Kregg Wiggins, senior vice president of Continental’s drive division. “The current production of internal combustion engine cars is still nearing its peak. There is a lot of space.

By 2020 or 2021, Continental expects its electrical systems business to generate approximately $ 1.2 billion in sales, much higher than this year’s $ 152 million.  To boost this growth. The company announced in April that it would invest another $ 351 million in 2021. For the development of electric vehicle products.

Wiggins said the company is developing electric vehicle charging systems, electric shafts, AC / DC converters, battery management systems and automotive electronics.
It is expected that these parts of the market will flourish in the next decade or so, and Continental is expected by 2025, the industry’s annual sales will reach 2.3 billion US dollars.

Software development

Hybrid power and electric cars will require a lot of professional hardware from suppliers. However, the profit growth point will be related to the software.
For example, Delphi Automotive is developing its ability to integrate a 48-volt electrical system with a mild hybrid powertrain. Delphi Gustanski.  Vice president of engineering. He argues that the key to this technology is to control the vehicle to switch between electric and petrol engines.

“The key is to know when to use an electric engine,” said Mary. “There are times when electrification gives you more power on power, and these are done in software.
Delphi’s latest project: Combining the stop cylinder system (also known as the dynamic jump ignition system) with the 48-volt electrical system. Mary said the technology portfolio could reduce fuel consumption by 19 percent.

Delphi has also introduced a technology portfolio for pure electric vehicles. But the 48-volt electrical system has a big advantage.  car manufacturers now need it to transition. And demand for the next decade will continue to grow.
Aikenberg believes that by 2030, the global 48-volt electrical system’s annual sales will grow to 29 billion US dollars.

The meteorite landed

By 2025 to 2030, with the electric car and plug-in hybrid cars in the Volkswagen market dominance.  Aikenberg’s trend may be against existing suppliers.
Aikenberg explained that car manufacturers will use cutting-edge technology from the consumer electronics industry.  While the traditional parts manufacturers lose patience. Consumer electronics vendors such as LG Electronics. Toshiba, Bosch and Panasonic will use their economies of scale to reduce the cost of electric vehicle electronics.

Similarly, car manufacturers will turn to LG Chemie, Panasonic, Samsung, Toshiba and Hitachi . And other battery manufacturers to ensure a stable battery supply.
This trend has already begun. In February, Honda Motor announced a joint venture with Hitachi subsidiary to produce electric vehicle motor. General Motors is working closely with LG Electronics and LG Chem to produce key components of Chevrolet Bolt.

Future trends

In fact, Bolt may let us have a clear understanding of the future. According to UBS’s report in May, 87% of Bolt’s powertrain. Battery and infotainment systems came from LG Electronics and LG Chemical.
And GM (GM) of the traditional suppliers did not account for how much of its share.
To be sure, the automotive industry is struggling to deal with :subversive technologies such as infotainment and autopilot cars.
But Aikenberg believes that electrification will prove to be a greater subversion.
He warned: “If you do not face this problem today. Then as time goes by, your choice will be less and less.”

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