Analysis, Opinion & Data
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ArticleAutomotive Supplier Profit Analysis: Margin Compression And Technology Investment
Automotive tier 1 suppliers are facing unprecedented industry transformation in electrification along with economic uncertainty. Download this report on the top 20 global suppliers for a deep analysis of their historic margins, as well as solutions for how suppliers could cope with growing pressures and changes in technology across the supply chain
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ArticleSuppliers will charge the change: opportunities in the EV value chain
While much focus is put on OEM plans to launch more electric vehicles, a great deal of the technology, value, production and services will come from both existing and emerging suppliers across the value chain. We expect many new opportunities for these companies over the next decade.
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ArticleGlobal trade disputes could dim electric vehicle technology development in key markets
Trade uncertainties such as those between the US and China, or the UK and the EU, could put the brakes on growth in the electric vehicle and battery technology for some OEMs and countries, despite bullish forecasts for alternative powertrains
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ArticleSuppliers will face squeeze as OEMs push to meet EU CO2 targets
As carmakers strive to reach the more stringent CO2 emissions targets being phased in across the EU next year, we predict that many are likely to put more pressure on their supply base to help reduce emissions
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ArticleOEMs’ profit strategies today could hurt them tomorrow
Ahead of stringent EU emissions targets starting in 2020, some carmakers are pursuing strategies that actually go against what they will ultimately need to do to reduce hefty fines. This makes sense – but only for now
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ArticleEurope’s auto industry warns of “catastrophic consequences” of no-deal Brexit
With uncertainty continuing over Britain’s departure from the European Union, automakers and suppliers warned this week of “catastrophic consequences” if the country leaves the bloc without a comprehensive agreement in place.
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ArticleEU fines and electric future not entirely in the hands of OEMs
In the face of government and citizens’ rising concern over climate change, vehicle emission regulations around the world are tightening, especially in Europe. In our latest business intelligence report, we forecast that carmakers will face hefty fines under tightening vehicle emission targets, driven largely by factors outside their control.
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ArticleOpportunities ahead for automotive OEMs and tier suppliers
The downturn in automotive sales volume creates many challenges, but the transitional state of the industry also provides many business opportunities, according to a forecast and report from Ultima Media.
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ArticlePricier, technology-laden new vehicles are driving consumers to buy used vehicles
OEMs’ own sales and technology strategies, combined with growing regulations, are leading more consumers to the second-hand vehicle market, a development that could reshape future automotive business models, according to a new report.
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ArticleReport: Climate Change vs. Carmakers
In our second report from Ultima Media’s automotive business intelligence team, we focus on climate change mitigation policies around the world with a particular focus on the most stringent and imminent EU CO2 emissions targets predicting the financial consequences of the legislation upon the OEMs, the impact upon the wider supply chain and the opportunities that arise from the legislation.
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ArticleMap: Volkswagen’s growing network of IT expertise
Volkswagen Group IT has opened or expanded global IT and software centers, with growing significance across the company’s IT research and operations. Check out a map of their key locations and functions.
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ArticleBuilding Volkswagen’s Industrial Cloud
Volkswagen Group’s landmark project with Amazon Web Services will help to connect all its global factories, and eventually the supply chain as well. At the core of the project is a drive to establish a standard software stack that will transform the way production IT is developed and implemented across Volkswagen locations.
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ArticleTrade wars compound risks for automotive investment
The impact on tariffs and especially of uncertainty in key trading regions including the US, China and Europe are having real impacts on automotive companies and their investments in technology, according to a new report by Automotive from Ultima Media’s new business intelligence unit.
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ArticleAuto industry faces lengthy decline in sales
Global new vehicle sales could face years of falls or stagnation, hurting OEM profits and putting pressure on investment in technology, according to a forecast by Automotive from Ultima Media’s new business intelligence unit.
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ArticleReport: Automotive headwinds align into a perfect storm
Ultima Media’s new business intelligence team forecasts global vehicle sales by powertrain over the next decade, with analysis of the trends reshaping the automotive industry and its technology landscape.
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ArticleVolkswagen calls for applications to software training program, ‘Faculty 73’
As part of an ongoing effort to increase software development and programing expertise, Volkswagen Group is now looking for applicants to the second round of its software development training course, Faculty 73, held at the company’s corporate headquarters in Wolfsburg, Germany.
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ArticleStefan Krause takes time out as CEO of Canoo in second top executive change this summer
Krause, the founder and chief executive officer of electric vehicle startup Canoo (formerly Evelozcity), is stepping down temporarily as the company’s chief executive officer and chairman of the board for family reasons as the company prepares to unveil first model.
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ArticleUK industry’s contingency spending for Brexit exceeds £330m; investment plummets
The UK automotive industry has already spent at least £330m ($401m) on contingency plans to cover the country’s departure from the EU, according to the Society of Motor Manufacturers and Traders (SMMT).
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ArticleSeat to expand its software development in Barcelona under new CIO
As part of a new and expanded brand IT function under Sebastian Grams, Seat is combining a number of digital initiatives in Barcelona, including new digital processes and mobility concepts.
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ArticleAt ZF, a broad focus on a wide range of automotive technologies
ZF Friedrichshafen’s new technologies are designed to support the further automation of the mobility experience on various fronts, but the large German automotive supplier doesn’t see full autonomous driving on public roads anytime soon. In the meantime, it works to improve conventional vehicles, while at the same time developing tomorrow’s mobility.
