New drives require new manufacturing processes
Electromobility will have the greatest impact on sales of new vehicles in the coming years.
The electric drive and the associated new energy storage systems require completely new manufacturing processes: Whereas a conventional combustion engine comprises around 2,500 parts, an electric motor consists of only around 200 parts, as it can dispense with transmissions, particulate filters, catalytic converters and many other components. Purely electrically powered vehicles therefore not only reduce the complexity of the powertrain, but also significantly reduce the vertical integration of vehicle manufacturers and suppliers.
As a result, much of the know-how and production expertise built up over decades is being lost.
The challenge is to master the balance between traditional core business and the development of new competencies. Companies that position themselves as technology leaders in this area of tension in good time have a good chance of securing long-term success.