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Demand for important minerals such as lithium, nickel and copper will be as much as 15 times higher in 2040 than in 2020
Uncertainties around electric vehicle sales growth, technology disruption and price risks as well as long project lead times make resource planning difficult
Roland Berger study analyzes the commodity market and demand trends and outlines solutions to mitigat
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Automotive suppliers are facing substantial shifts – in regional positioning, component growth, and OEM customer structure
Asian firms are growing alongside local OEMs, securing market share, and increasing the pressure on margins
Traditional suppliers structurally lost 3 percentage points of EBIT margin (down to 4.6%) in 2022, underscoring the urgency for them to boost innovati
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Global battery market set to grow at 34% per year until 2030
Electric vehicles will account for around 80% of demand for lithium-ion batteries over the coming decades
Competition is growing from new European and US manufacturers as well as massively expanding Chinese companies
Munich/Aachen, December 2023: Despite the recent deceleration in automotive manufacturers' electric
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The share of electric cars in new registrations rose to 15% in 2022 and will exceed 50% by 2030
Altogether 90% of electric car drivers depend on public charging stations – charging network expansion is picking up speed in Europe and in North and South America
Germany ranks second as one of the top performers in the overall analysis. China tops the rankings once again
Munich,
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Applications for predictive maintenance and vision-based quality inspection have reached very high levels of maturity
Cross-functional smart manufacturing teams bundle digital competencies
Clearly defined and fully integrated IT/OT target landscape and cloud-based Industrial Internet of Things (IIoT) platforms make it easier to scale Industry 4.0 across the production network
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Up to 30% lower demand in consumer electronics results in revenue decline for semiconductor manufacturers in 2022 and 2023
Supply bottleneck for analog chips and microcontrollers set to last several years
At the same time, advanced-node chips are subject to overcapacity and oversupply
Munich, November 2022: After the start of the pandemic, demand for microchips was sent skyr
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Rising EV sales are putting pressure on charging infrastructure to scale up fast
In EV charging four types of business models will prevail
Around 2025, EV specialists and energy and automotive corporations will start to consolidate the charging market
Munich, September 2022: The European electric vehicle (EV) market is booming, leading the EV charging market to flourish. Com
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Electric vehicles are set to make up 53 to 82% of all new vehicles below 3.5 tons sold in Europe by 2030
Aggressive sales scenario: 2038 could be the first year with more than 50% battery-electric vehicles on the road
Electric cars need around 30%fewer aftermarket components, but create significant new opportunities
Munich/Brussels, September 2022: The ongoing electrificatio
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Annual software costs could more than double by 2030 with existing vehicle concepts New software-based design approach will allow to avoid costs of nearly USD 16 billion per year starting in 2030 Software distribution can open up additional sources of revenue
Munich, July 2022: As electrification, connectivity and automated driving functionality inc
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Global EV sales as a percentage of total vehicle sales rise to 9.5%
China, the Netherlands and Singapore top the ADR ranking
Customers prefer electric models from electric-only automakers
Munich, June 2022: Electric mobility is booming in spite of the difficult economic situation and tight global supply chains. As a share of global new car sales, electric vehicles and plug-i
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The lithium-ion battery market is expected to grow 30 percent per year until 2030 – driven by electric vehicles
Development creates new supply chain risks, particularly around lithium, nickel and cobalt
Mitigation requires increased vertical integration, supply chain regionalization and closed-loop battery recycling
Munich, April 2022: Interest in battery electric vehicles (
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Chip demand set to rise 17% per year from 2020 to 2022, while supply will grow only 6% per year Additional capacity is not being built up in older semiconductors and will not offer relief in the short term The automotive industry's current design philosophy still relies on older chip generations, making it harder hit than other industries by the shortage
Electric vehicle penetration rises dramatically
Increase in patents indicates steady progress towards autonomous driving
New website www.automotive-disruption-radar.com provides extensive data on the trends in the automotive industry
Munich, May 2021: Even the Covid-19 pandemic cannot halt the disruptive developments in technology and customer attitude trends within the automotive sector.
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China leads in battery production and overall ranking
Germany and France move up to second and third place
Electric vehicle sales rise in Germany, France, Italy and South Korea
Munich, March 2021: Producing the largest number of electric vehicles and battery cells, China leads in the overall and the industry ranking of the "E-Mobility Index 2021". In the market cat
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The cost of electronic components per vehicle will rise from US$3,145 to US$7,030 by 2025
Electromobility is the main driving force, with autonomous driving another important factor
Roland Berger study shows serious effects along the entire value chain
Munich, January 2020: The car of tomorrow will be a computer on wheels: autonomous driving, greater connecti
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Germany leads the pack on technology
Financial pressure on automakers is growing through the switch to electric mobility
New Battery-as-a-Service models could return OEM margins to higher profitability
Munich, December 2019: Germany has taken the lead from France on technology in a comparison of the seven major automotive nations. Germany now ranks third
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Singapore and the Netherlands saw the highest growth in numbers of electric cars and plug-in hybrids sold
Expansion of charging infrastructure remains crucial to the success of e-mobility – Netherlands leads the way
Falling prices for electric vehicles will further stimulate the market
Munich, October 2018: The heated debate surroundin
Sales decline in China hits suppliers
Cost reductions at OEMs add to financial pressure for suppliers
High investments required for trends like autonomous driving and electric mobility
Financial flexibility, cost management and active portfolio management will be key to success in the new environment
Munich / Frankfurt, August 2019 – The global automotive supplier industry is facing difficul
China is fast becoming the driver of global innovation in the automotive industry. In the race to claim a slice of the future market for mobility services, the Middle Kingdom has taken the lead. One in every two electric cars sold in the first half of 2018 went to a customer in China.
Trucking is the leading mode of freight transportation in the world today. Some 70 percent of goods are shipped by road in Europe and the United States, with the figure in China topping 75 percent. And there will be no let-up in demand in the years to come.
Roland Berger is one of the world's leading strategy consultancies with a wide-ranging service portfolio for all relevant industries and business functions. Founded in 1967, Roland Berger is headquartered in Munich. Renowned for its expertise in transformation, innovation across all industries and performance improvement, the consultancy has set itself the goal of embedding sustainability in all its projects. Roland Berger revenues stood at more than 1 billion euros in 2023.
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