Showing posts with label Smart Mobility. Show all posts
Showing posts with label Smart Mobility. Show all posts

10.17.2014

How Connected Mobility Technology Is Driving The Future Of The Automotive Industry

GlobalBusinessProfessor.com

Click here to view the seminar given by Bill Russo

We are pleased to share with you a seminar on the topic Reinventing Mobility in the China Context: Building the Internet of Mobility & Related Smart Car Technologies. With the auto industry developments and the increasingly prevalence of the wireless internet and mobile devices, we expect that the Internet of Vehicles will create discontinuous opportunities for product and business model innovation.

We believe the conditions in China – the world's largest auto market and the market with the largest number of both internet and "smart phone" users – will likely make it the incubator for rapid commercialization of such innovations. China's urban transportation challenge, the high rate of adoption of connected mobile devices, combined with the rapid and aggressive introduction of alternative mobility and vehicle ownership concepts from new entrants, will ultimately compress the time needed to commercialize smart, connected car technologies and related services. Such developments will dramatically alter not just the feature content of vehicles, but may also usher in a revolution to the business model of the automotive industry – where a model focused on "users of mobility services" could emerge as a real alternative to the traditional model of "car ownership".



Click here to view the presentation slides

Click here to read the associated paper

9.30.2014

Reinventing Mobility in the China Context: Internet Vehicles & Related Smart Car Technologies

GlobalBusinessProfessor.com 

Click here to access the seminar

Bill Russo, Managing Director, Gao Feng Advisory Company

Bill RussoBill RussoManaging Director, Gao Feng Advisory Company.
His career includes over 30 years of industry experience, 15 years as an automotive executive with Chrysler, and 10 years of experience in China and Asia.  Mr. Russo has worked with numerous multi-national and local Chinese firms in the formulation and implementation of their global market and product strategies.  While the Vice President of Chrysler North East Asia, Mr. Russo successfully negotiated agreements with partners and obtained required approvals from the China government to bring 6 new vehicle programs to the market in a 3-year period, while concurrently establishing an infrastructure for local sourcing and sales distribution.  Mr. Russo is a highly sought after opinion leader on the development of the China automotive industry.

9.22.2014

采埃孚收购天合 智能汽车大战已经打响 (ZF acquisition of TRW - Smart car war has begun)


Jiemian.com, September 15, 2014



9月15日,全球三大变速箱厂商之一的德国采埃孚股份有限公司(ZF Friedrichshafen AG)与美国天合(TRW)发布官方声明,前者以135亿美元价格收购后者,将组建全球规模第二大的零部件供应商巨头。

同日,采埃孚同德国博世签订协议,将所持采埃孚转向机公司的50%股权全部售予博世,为收购天合铺平了道路。为了避免欧盟反垄断机构的阻碍,完成收购天合,采埃孚需要出售所持采埃孚转向系统中的股份。

1999年,采埃孚同博世组建了采埃孚转向系统公司,在八个国家设有工厂,全球员工总数达1.3万多人;2013年营业收入达41.1亿欧元(约合55亿美元)。而天合集团也拥有较大规模的转向系统业务,2013年该领域营业收入达27亿美元,在其整体营收中的占比为15.5%。

2013年《美国汽车新闻》公布的全球汽车零部件配套供应商排名显示,采埃孚与天合公司分别位居第九名与第十三名。德国博世以367.87亿美元营业额连续三年位居榜首,日本电装和德国大陆集团位居其后。排名前五的供应商营业额均在300亿元以上。

以采埃孚和天合2013年的营业额计算,合并后将达到327.55亿美元。而重组后通过资源与规模整合,采埃孚与天合有望成为全球第二大规模的零部件经销商。

为了筹集收购天合资金和避免欧洲反垄断机构阻碍,将采埃孚转向机公司全部售予博世,反而使博世从中获益。博世CEO沃尔克马尔·邓纳尔在一份声明中表示:“采埃孚转向系统在不断增长的电动助力转向领域是技术领袖,而这恰恰是自动驾驶、节能环保乃至电动车的核心技术。”

但分析人士认为,与其全部收购采埃孚转向业务,博世可能更希望继续保持原有的合作关系。德国杜伊斯堡大学汽车研究中心主任Ferdinand Dudenhoeffer说:”博世因此迎来了一个不得不小心应对的业内竞争者,我不认为这(收购)是博世的优先方案。”

邓纳尔则公开表示:"我们喜欢竞争,并不担心采埃孚的‘雄心’。"

采埃孚以变速箱和传动系统为主要业务,其8速和9速自动变速箱都是目前最先进的变速箱之一。麦兹勒银行(Bankhaus Metzler)驻法兰克福的分析师皮珀(Juergen Pieper)认为:“传动装置很可能成为逐渐消亡的产业,对于一家公司来说,成为一个夕阳产业的一部分并不是件好事。“
电动汽车的快速发展,也给以变速箱生产见长的采埃孚带来冲击。

采埃孚此次收购增强了在电子器件领域的实力。采埃孚CEO 斯特凡•索默(StefanSommer)表示:收购天合公司,将有助于采埃孚抓住汽车行业发展的大趋势,例如燃油效率、安全需求以及自动驾驶等方面的技术提升。

IHS汽车咨询公司亚太区总监赵英智认为,这次收购的意义首先是生产规模的扩大。与博世、电装和大陆集团的研发实力处于同一水平,对采埃孚提高成本竞争力和创新能力至关重要。其次,这家公司成功地转向了汽车零部件的下一个快速增长领域,采埃孚意识到了在互联汽车领域占领一席之地的重要性。全面的组件集合业务也将成为下一个高利润增长领域。”天合公司生产的(以及正在开发中的)传感器技术将是这一战略的关键因素。“

高风咨询有限公司董事总经理Bill Russo说:”采埃孚此次收购天合是为了提高在移动互联网领域的实力,看中的是天合研发的自动驾驶技术(包括雷达系统和摄像技术等)。采埃孚在谷歌等科技公司可能介入之前,先一步采取了行动,试图获得天合的先进技术。“

Bill Russo还说:“这次并购意味着智能汽车技术的‘战争’已经逐渐形成,传统汽车供应商将与包括互联网巨头在内的新进入者进行竞争。”

在国内,采埃孚为ABB(奥迪、宝马、奔驰)提供技术性的生产支持,例如向ABB直接提供组装好的整个前后车桥(涵盖调校)。采埃孚和电动车商也已经展开合作,去年采埃孚获得了特斯拉颁发的优秀供应商奖。

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