or the last five years, many OEMs, suppliers, and regulators have assumed a steep EV ramp-up and fast phase out of ICE demand and production.
This directed many investments along the value chain in products and capacity for EVs. Actual market development, however, requires course correction in the industry.
Geopolitical fragmentation, China’s cost and speed advantage, structural overcapacity, labor shortages, and the rise of AI are breaking the logic of the old operating model built on global efficiency, stable volume assumptions, and incremental optimization. We have derived six key themes that should be on top of the agenda of each COO.
Copyright Berylls by AlixPartners
