Who stole my company? An intermediary for the coming new motor vehicle


Who stole my company? An intermediary for the coming new motor vehicle

Nokia chief executive Stephen Elop (Stephen Elop) announced at a news conference in 2013, nokia has a buyout by Microsoft. “we haven’t done anything wrong, but somehow we lost. Nokia was once the largest, most famous handset maker, engulfed by the onslaught of apple’s iPhone in 2007, and in just a few years it took the lead from a small company.

Unfortunately, they did do something wrong, which was a serious mistake. They don’t explicitly identify and take action to keep up with changing technology and consumer tastes. Quoting Ziyad Jawabra, “your advantage yesterday will be replaced by tomorrow’s trend.”

“We didn’t do anything wrong, but somehow we lost.”

This is the first time this has happened. Only a few years ago, kodak, the dominant maker of camera film and photographic materials, collapsed because of its transition to digital cameras. Ironically, kodak has the most digital camera technology patents, not only the internal enterprise innovation team in a few decades ago to see digital technology as a huge threat, but without any key management. Their rivals, Fuji film, have been producing the ideal high-end digital cameras, success and profitability.

This type of industrial transfer is happening in the automotive industry. With the new technology being integrated into the “CASE” platform (Connected, Autonomous, Shared, Electric), people will be able to access their mobile devices in a paid way. It is predicted that these changes in technology and customer usage will lead to costs by 80% per mile (university of Columbia at barclays), from now have a car to a dedicated Shared independent electric cars. With the spread of autonomous car-sharing services, many industries and businesses linked to cars and car ownership will start to shrink and eventually fail.

“Your advantage yesterday will be replaced by tomorrow’s trend.”

One reason vehicles are so expensive is that many suppliers and “middlemen” are involved in some way. To produce this kind of vehicle, original equipment manufacturer (OEM) need the power of the hundreds of thousands of people to design, manufacture and a car, coupled with the first class and second class supplier those provide parts and services to original equipment manufacturers (company) has a large team and facilities. From there through a trucking company and trucking company, they have a lot of employees going to dealers. When you buy a vehicle, you need to buy insurance, government tax/register, and can buy additional service plan or accessories, all of which have big company behind the benefits or services to you. And every one needs to make money to exist, and eventually come out of your wallet.

In the new mobile, customers can call a Shared taxi robot through an app or digital assistant, and use it as a destination for passengers. Although many companies related to cars and car ownership may be able to continue to exist in today’s business model refined version (especially some original equipment manufacturers and their suppliers), but is expected to be a major consolidation, only the most suitable for survival; However, many customer oriented industries (such as dealers, insurance, accessories suppliers, etc.) will flow with falling demand and customer new paradigm no longer need to its products and services and direct failure.

The process of decline in these industries is known as “dismedia”, often associated with technological revolutions, offering consumers new options and options at a much lower price. For example, the film development center is full of, for example, in the previous photography analogy, there are few, only a small number of fans. Film processing center and its suppliers, such as manufacturing film, paper and chemicals, processing machines and processing operators; Now it’s almost gone, as consumers use digital cameras almost entirely.

Non-intermediation is often associated with the technological revolution, providing customers with new options and options at a much lower price

As a case study, let’s look at the industries and occupations that are currently relevant to the car, check their business models and give them the “survivability” rating of 2030.

OEM (original equipment manufacturer)

There is now a raw device manufacturer preparing for the new move, the race has autonomous vehicle development, building key alliances and exploring what to own at the retail level. Raw device manufacturers have a huge legacy infrastructure tied to their dealer networks, which could be a huge burden. The huge growth model is likely to be drastically reduced because people are less likely to care about their traffic in the new mobile. The other danger is facing the original equipment manufacturer, since consumers no longer have, no drive, effectively cutting off the key way to attract customers, so broke the closed effective brand model. OEM business is likely to be another new mobile brand an appearance of producers, like aircraft manufacturers for airlines, and Foxxcon is apple – that is the software hardware providers in the world. Car ownership is a symbol of wealth and intemperance, and high-end carmakers are likely to be more stable in the future.

Potential pivot: whether it is a provider of mobile providers or a direct customer recommendation.

Key ideas: manufacturer integration as model range and taxi robot marketing consolidation, plus support for CASE vehicles and ground drones. The choice between suppliers or suppliers may not be as simple as it seems. The space for direct consumer space will be very limited (3-4 companies), so the wrong choice may be almost a disaster of no choice.

2030 Survivability score: 2.5 stars (luxury 3.5 stars)

Tier I supplier

Tier 1 suppliers rely solely on the fate of the original device manufacturer, but the products provided are key. Due to the popularity of electric cars, more and more high, manufacturing of IC engine and transmission (mahler, the maldives, love letters, ZF) precision components suppliers are especially vulnerable, but the batteries and entertainment system manufacturers will be in a very advantageous position (panasonic, LG chem, harmon). AI auto app vendors and developers will also have a very bright future.

Potential pivot: transfer or increase attention when producing products related to CASE vehicles.

Key ideas: success will depend on the type of product being provided, and the enterprise should pay close attention to product development strategy.

2030 survival ability rating: 1.5 to 5 stars (depending on the goods or services provided)

Collision repair

The current collision industry has experienced significant consolidation, especially in Canada. Recent smartphone use scattered driving leads to increase in the number of millions of miles accident for the first time in 30 years, but with the popularity of “guardian angel” technology, in this model, the annual comprehensive Toyota introduced security system), as the autonomous vehicle launch, large chain profit brought by the collision will be much smaller. As one person in charge of one of these companies told me, the long-term future looks “very bleak.”


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