Berylls - making automobility viable

IT`S A ROAD MOVIE. BUT DIFFERENT.

The global automotive industry as a whole currently stars in what must be the most complex, scariest high stakes road movie in history. Surviving, let alone winning, depends to an ever increasing degree on gathering and distilling enormous amounts of information. Hard and soft data, which can help you survive or dare we dream it, win the next episode. Or if you are very good, brillant even, let you rewrite the script!
This is a part of our job at Berylls that we really really like. Keeping our finger on the pulse of the global automobility scene and detect even the slightest, faintest changes, analyze them and project possible effect or impact on our clients’ plans. We also happen to believe we are pretty good at it and getting better as each new episode breaks.
TOPICS
TOPICS
RECOGNIZING AND EXPLORING TRENDS.

OUR FIELD OF EXPERTISE.

In the history of the automotive industry, societal, economic, technological and ecological developments have often resulted in major innovations. If you understand the trends of an era and its inner logic, you’ll be less surprised by future transformations. We have intensively studied these trends and their influence on the auto industry, and have made them integral building blocks of our services. Together with you we’ll find out which trends have priority for you and how we can turn them into assets for the success of your company.
INSIGHTS
INSIGHTS
MERGERS & ACQUISITIONS.

CHINESE INVESTORS STEALING OUR CROWN JEWELS?

“Hide our capabilities and bide our time, never try to take the lead” was a dictum of Deng Xiaoping, de facto leader of the People’s Republic of China until the late 1990s. Fast forward 20 years and the activities of the Middle Kingdom both at home and abroad paint a somewhat different picture of Chinese ambitions. In particular, the increase in China’s financial “extroversion” has caught the attention of politicians, businessmen and the public alike. In Germany, the takeover of robotic specialist KUKA, as well as the failed coups to buy chip equipment maker Aixtron and 50Hertz, one of Germany’s primary high-voltage electricity network operators, has sparked a fierce debate about the fruitfulness of Chinese foreign investments for everyone to the west of Xinjiang. Take a closer look at this debate with our review on the role of Chinese investors in the DACH Automotive Industry.
button_dunkelblaublaubutton_blau
STUDIES
STUDIES
TO THE POINT:

A DIFFERENT VIEW ON THE INDUSTRY.

TOP 100 AUTOMOTIVE SUPPLIERS 2018.

After a record year in 2017, the omens for 2018 were rather bad: An impulsive US trade policy, continuing uncertainties concerning the Brexit and a slowing economy in China at the beginning of last year indicated major challenges for automotive suppliers. Despite adverse market conditions, 2018 nevertheless developed as another record year: total sales of the world’s 100 largest automotive suppliers increased by 7.6% to 889 billion euros. However, the adverse market conditions and extensive investments – particularly affecting CASE technologies – put pressure on the results and led to a reduction of average margins by 1 percentage point to 7.7% (Operating Income / EBIT).

Munich,
July 2019

button_dunkelblaubutton_blau

QUO VADIS OEM AFTER SALES.

Time is of the essence. If you want to compete for the service business of the future, you have to act now. Because there is bad news: Electromobility and autonomous driving will shrink after sales revenue. Because electric drives are technically much less complex and therefore much less wear- and maintenance-intensive. Highly automated cars also reduce sales. They drive with minimum impact on technology and are less frequently involved in accidents; repair costs and spare parts requirements are reduced. The good news is that the most important sales driver in the after sales business in the coming years will continue to be the growing vehicle population.

Munich,
June 2019

button_dunkelblaubutton_blau

AUTOMOTIVE MERGERS & ACQUISITIONS.

257 automotive companies in the DACH region changed hands in 2017, and the number of successful takeovers reached a peak last year. The large number of company takeovers by “digital players” is remarkable. Acquisitions in this area are apparently intended to advance the digital transformation of the automotive industry. However, the vast majority of M&A activities are attributable to classic companies. There is no sign of know-how being sold off to China. The purchase rally will continue unabated in 2018.

Munich,
December 2018

button_dunkelblaubutton_blau

AUTONOMOUS VEHICLES. HOW AUTONOMOUS IS THE FUTURE?

2030, fully autonomous moving vehicles (AVs) are part of the OEMs’ standard portfolio. In a study, Berylls Strategy Advisors examines the influence that AVs will have on the automotive landscape and people’s mobility behavior and how the AVs will change mobility. In this study, Berylls analyses the economic impact of privately used and shared AVs separately, focusing only on the US market. For private AVs, price and demand were considered to assess customer acceptance. All hardware and software, for level five autonomy, was evaluated in terms of costs and expected technical progress. Volume advantages are also taken into account to enable a forecast of costs up to 2030.

Munich,
October 2018

button_dunkelblaubutton_blau

BATTERY PACK MANUFACTURING CAPACITIES.

The discussion is particularly hot in the trade media: do we need additional battery production capacities or do we already have a global overproduction of battery packs? Berylls has analyzed the global situation and summarized the findings in a comprehensive study. The study shows that, especially for newcomers, the highly competitive market holds risks.

Munich,
March 2018

button_dunkelblaubutton_blau

CULTURE MANAGEMENT AND DIGITALIZATION.

Many companies lack a master plan for the digital change. This joint study by Berylls and The Culture Institute shows the importance of corporate culture for a successful transformation, and how much change it takes to leverage the potential of digitization.

Munich,
August 2017

button_dunkelblaubutton_blau

REVOLUTION OF URBAN MOBILITY.

In our study “The Revolution of Urban Mobility” we analyze the challenges of worldwide urban mobility and forecast a € 1600 billion market for autonomous mobility-related business models by 2035. Municipalities and customers will be the big winners.

Munich,
June 2017

button_dunkelblaubutton_blau

BERYLLS STUDY: TOP 100 SUPPLIERS IN 2016.

For the sixth time, we analyzed the international top 100 automotive suppliers. You will find the ranking, revenues and operative results for 2015 and 2016. It turns out that 2016 was another great year for the automotive supply industry, and a look at the indicators for the 100 largest suppliers reveals great continuity.

Munich,
June 2017

button_dunkelblaubutton_blau
CONTACT
CONTACT
T +49-89-710 410 40-0
F +49-89-710 410 40-99
info@berylls.com

YOUR BERYLLS-TEAM

YOUR BERYLLS-TEAM