RELUCTANTLY GAME CHANGING
No other technology appears as predictable and yet has so many unknowns as electromobility. It affects all areas of the automotive value chain and is forcing automakers and suppliers to realign all their business units with e-mobility in mind.
At the same time, legal requirements are severely restricting the scope for action available to automotive companies. The time for fundamentally questioning electromobility on the basis of regional differences, possible alternatives and delays in the start-up is over.
All OEMs and suppliers who want to be present on the market in the long term must have a strategy for electromobility that encompasses all areas of the company.
E-mobility sets the frame within which automotive companies act and operate.
From decisions on product or service portfolios, the definition of suitable software and hardware architectures, the roll-out of new sales and business models to strategic communication with investors and shareholders – e-mobility is setting the tone everywhere today.
Although many questions are still unanswered – and not only from the perspective of automotive end customers – the time for relying solely on legislators and governments is over.
For e-mobility to contribute profitably to sales and returns in the long term, clear decisions and sustainable action by the companies themselves are required.
And Berylls is leading the way as part of the automobility industry.
approach
E-Mobility affects every part of the automotive value chain. This means that every aspect of automobility needs to be rethought through the lens of -mobility:
E-mobility forces sustainability and circularity. Car makers need to factor in not just ESG criteria in procuring critical raw material but the second life of the battery after it has done its job in the car as well.
An electrified powertrain obviates many key distinguishing features especially in the performance segment. Many carmakers must not merely adapt their model lineup but wholesale rethink their competitive position.
Not just since incumbent OEMs have announced their intentions to insource battery production has e-mobility come with a host of new manufacturing technologies that disrupt existing production processes.
E-mobility has initiated a flurry of transactions on the supplier side of the market, with many Tier 1s having to divest old and acquire new technologies to reduce their dependency on ICE technology.
Given the sweeping changes that e-mobility brings about, the ability to transform existing organizations in the face such massive change becomes the deciding factor in a business’ long-term prospects.
To make electromobility sustainable, capable of growth, and profitable, automotive companies must master five challenges:
Legislators are massively increasing the pressure on car manufacturers to reduce emissions to an extent that can only be achieved by significantly increasing sales of BEVs. Many cities are even threatening with driving bans.
This massively increases the pressure on manufacturers not only to quickly expand their existing range of BEVs, but also to increase customer acceptance, e.g. with regard to public charging, through innovative business models.
Our offering includes:
We help OEMS find their own solution to unsolved electric mobility problems and integrate them meaningfully into existing offerings, e.g. via new services such as VaaS, Mobility Services, digital service or own charging solutions.
Still, the low battery range at high cost deters even BEV-interested customers from buying a BEV.
OEMs and suppliers must invest massively in the further development of battery technology in particular and massively reduce its costs. Due to the speed required for this, automotive companies must increasingly enter into cooperations and partnerships.
Our offering includes:
Berylls supports cost reduction programs in development, manufacturing and purchasing, in finding suitable cooperation partners, in software development and in securing and accelerating new product launches. Furthermore, we support to secure investments with a view to the global capital markets.
Due to high legacy costs, established manufacturers in particular offer even BEV-interested customers only a very limited product portfolio across all vehicle segments.
The resulting gap between customer needs and product offerings increases customers' willingness to switch and paves the way for new competitors.
Our offering includes:
Berylls helps OEMs, suppliers, startups and Big Tech define appropriate portfolios and core competencies, and integrate them into existing architectures, organizations and sales models.
Low network coverage, low availability of fast charging stations and long waiting times in front of charging stations make public charging of BEVs difficult. This is compounded by immature payment options and complex payment processes at charging stations.
Our offering includes:
We help OEMs, suppliers to make charging attractive for customers, e.g. through latest digital services and business models, through own charging solution. And in building cooperations and networks.
New suppliers and manufacturing processes need to be qualified for many components of the e-machine and especially the high-voltage battery.
Our offering includes:
Especially for battery cell input materials such as lithium, cobalt, nickel or rare earths, new supply chains from ESG-compliant resource extraction to manufacturing and assembly must be set up and supply security ensured in the long term.
This also requires building new competencies and providing employees with further training. To achieve this, partnerships at eye level are more important than ever.
The WTCAR covers the 100 most relevant and promising listed companies worldwide.
PEM Motion is an engineering and consulting service provider with focus on batteries and electric motors as well as the industrialization of mobility products.
The Fraunhofer Research Institution for Battery Cell Production FFB aims to become the center for the development of modern, scalable and sustainable battery cell production for Germany and Europe. Experts from the fields of chemistry, engineering, production and digitalization support Berylls in projects that require a deep understanding of the battery cell and its production processes.
