Florent Segui

Potential Compact EV Deal Between VW and Renault Falters Follow me for more technical data :https://lnkd.in/evN3jc94 According to insider sources, negotiations between Volkswagen (VW) and Renault regarding a potential collaboration on small electric vehicles (EVs) appear to have been abandoned. Talks that aimed to develop affordable EVs priced below 20,000 euros have reportedly stagnated, leading to the dissolution of the potential partnership.  Background Rumors of a Franco-German partnership for small EVs have been circulating for months. Renault, shortly after announcing the Twingo Electric, expressed interest in finding a partner for future projects. In March, VW indicated it was working on designs for a small electric car, but the details of the collaboration remained undecided.  Recent Developments According to "Reuters," the much-anticipated deal has fallen through. Despite advanced negotiations, VW ultimately decided to pursue the project independently. Insiders had hinted at possible failure of the cooperation about a month ago, particularly citing VW's internal challenges.  Key Issues - VW's Withdrawal: VW's decision to exit the partnership reportedly stems from internal struggles, notably with the Wolfsburg works council. The council has expressed fundamental reservations about the alliance, especially concerning the plan to have Renault manufacture the EV. - Production Concerns: VW's works-council chairperson Daniela Cavallo highlighted concerns about utilizing Renault's facilities for production. VW has several underutilized plants in Europe, such as the MEB factory in Zwickau and the Audi plant in Brussels, which are seeking new projects.  Future Prospects - Renault's Involvement:** Initially, Renault was to provide a cost-effective architecture (possibly a version of the AmpR Small), with VW contributing the electric drive. The vehicle was to be built by Renault in Novo Mesto, Slovenia. - Impact on ID.1: The future of VW's potential model, tentatively named ID.1, is now uncertain. Without Renault's platform, the development of a suitable platform by VW alone could delay the project until 2029. In contrast, a partnership could have enabled a market-ready model by 2027.  Conclusion The collapse of the VW-Renault partnership highlights significant challenges in the automotive industry's push towards affordable EVs. With both companies now pursuing separate paths, the timeline for delivering a competitively priced small EV remains uncertain. #ElectricVehicles  #VW  #Renault  #AutomotiveIndustry  #EVCollaboration  #CompactEV  #FutureMobility  #SustainableTransport  #AutoNews

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 The Future of Automobile Manufacturers: Predictions by Stellantis CEO Follow me for more technical data :https://lnkd.in/evN3jc94 The automotive world is undergoing significant changes, and according to Carlos Tavares, CEO of Stellantis, only a few manufacturers will survive the coming decade. During a televised interview on France 2 on May 16th, Tavares shared his pessimistic yet realistic view of the automotive market. Increasingly Fierce Competition: Competition in the automotive industry is intensifying, and not all current manufacturers will survive. According to Tavares, in 10 years, only about five major manufacturers will remain. Predicted Survivors: When asked about the number of surviving manufacturers, Tavares replied: "From my point of view, in 10 years, there will be about 5 manufacturers… Including Stellantis, I assure you." He mentioned four specific names: 1.Tesla : Although not directly named, it was described as "a major American manufacturer of electric cars." 2.Toyota : Or "a major group like Toyota." 3.BYD : Or "a major Chinese manufacturer like BYD." 4.Stellantis : With the probable inclusion of Leapmotor. The fifth manufacturer could be Volkswagen, another American group, or any other manufacturer well-established globally. Imminent Natural Selection: Carlos Tavares predicts a "Darwinian decade" where natural selection will drastically reduce the number of dominant manufacturers. According to him, companies like Renault will not survive without being acquired by larger manufacturers, such as the Chinese company Geely. The primary cause of this disappearance would be the scale effect: insufficient production volumes to remain cost-competitive and continue offering affordable vehicles for the middle class.  Realism and Challenges Although Stellantis surpasses Renault in terms of global volumes and financial margins, Renault remains more accessible to the middle class. Carlos Tavares has often been optimistic about Stellantis's competitiveness compared to its competitors, including Tesla.  Conclusion Carlos Tavares's vision of the future of the automotive industry is both alarming and realistic. The consolidation of the market around a few major manufacturers seems inevitable, driven by competitive forces and economic challenges. It remains to be seen whether these predictions will come true and which manufacturers will emerge as the undisputed leaders of the automotive industry. #Automobile  #AutomotiveIndustry  #Stellantis  #CarlosTavares  #Tesla  #Toyota  #BYD  #Renault  #Volkswagen  #FutureOfAuto  #NaturalSelection

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The widely used Autonomous Driving & ADAS Ecosystem Landscape is back. In partnership between Autonomy and Orsay Consulting (SV), I am happy to publish the new version of the autonomous driving and ADAS ecosystem landscape. This is the industry’s latest tool for keeping track of over 400 companies active in the autonomous and assisted transportation domain. This reference document is now available in pdf and clickable list formats! Click here to view the Ecosystem Landscape and download a high def version of the pdf: https://lnkd.in/g_hVMpzu. Click here to learn more about Orsay Consulting: https://lnkd.in/gubEaukn. Feel free to reach out if you want to dig deeper. I maintain a repository with a wealth of curated information on most of these companies and many other domains (about 4500 companies globally and growing). I also offer scouting service in most autotech domains, e.g., battery tech, automotive software, connected services, other mobility modes, etc. Ross Douglas Andrew Boakes #AV #autonomousdriving #ADAS #ecosystemlandscape

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Toyota GR Sticks to Multi-Path Emission Reduction Strategy Follow me for more technical data :https://lnkd.in/evN3jc94 Despite the automotive industry's shift towards full electrification, Toyota Gazoo Racing (GR) has announced that its future GR models will continue to use internal combustion engines. Models like the GR Supra and GR Yaris have marked Toyota's return to the sports car segment, while the GR Corolla and GR 86 have invigorated the hot hatch market. Recently, Tomoya Takahashi, President of Toyota Gazoo Racing, confirmed in an interview in Australia that GR models will persist with combustion engines. "We want to use internal combustion engines as much as possible," Takahashi told Car Expert. "There may come a time when gasoline cars are completely banned, but the engine itself is not the enemy, the real enemy is carbon emissions. We are investing in the development of future engines." Unlike many car manufacturers moving solely towards electric vehicles, Toyota is adopting a "multi-path" approach to reduce emissions. Takahashi highlighted that the GR division can utilize hybrid systems to lower emissions while also being open to using carbon-neutral fuels. "Through hybrid technology, we can reduce carbon emissions and also use carbon-neutral fuels," he stated. "We are not sure when electrification will become widespread. Globally, there is still a discussion about whether all cars will become electric. No one can accurately predict the future ten years from now. Our direction is multi-path and not limited to purely electric vehicles." Takahashi also mentioned that Gazoo Racing aims to build "fun cars" rather than solely focusing on speed, differentiating themselves from some purely electric performance cars. "Speed and handling are different," he said. "We want to make better cars." Last week, Gazoo Racing's head hinted that the company's next model might be a performance-oriented SUV. Potential candidates for the GR treatment include the C-HR and Yaris Cross, but Toyota might also introduce enhanced versions of the Corolla Cross or RAV4. #Automotive #Toyota #GazooRacing #HybridTechnology #Sustainability #EmissionReduction #PerformanceCars

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 France's Battery Evolution: GEN4 Solid Lithium-Metal Technology Takes Center Stage Follow me for more technical data :https://lnkd.in/evN3jc94 As European automotive manufacturers recalibrate their strategies towards the renaissance of Lithium Iron Phosphate (LFP) technology, the trajectory of French gigafactories comes under scrutiny. While some startups persist in Nickel Manganese Cobalt (NMC) batteries, this choice appears at odds with forthcoming demand. At the core of electric vehicles lies traction battery technologies, each boasting unique performance metrics, pricing structures, and technical specifications. Historically, LFP chemistry reigned supreme for its accessibility, affordability, and safety, particularly in urban applications like Beijing's electric taxis. However, the allure of NMC technology with its superior acceleration and range capabilities captivated manufacturers' attention. French gigafactories, including ACC in Pas-de-Calais and Envision and AESC in the North, embraced recent iterations like NMC 811 (80% nickel, 10% manganese, 10% cobalt). Experts emphasize the compatibility of these technologies, serving complementary needs without direct opposition, leaving the industry yet to crown a dominant choice. Sovereignty in the Balance Nevertheless, concerns arise over France's industrial autonomy in traction battery cell and module supply. Amidst unprecedented price wars and the pursuit of cost-effective electric models, European manufacturers are reevaluating their stance. LFP batteries, despite their comparative lower power, offer enticing advantages: reduced costs (approximately 25% less), diminished fire risks, and the elimination of rare and expensive metals like cobalt and nickel. Renowned for their durability and ability to withstand numerous recharge cycles, LFP batteries offer pragmatic advantages. This strategic realignment echoes the lead of Chinese manufacturers, long champions of LFP technology. Following suit, Renault and Stellantis have secured agreements with Korean and Chinese suppliers for LFP batteries, indicating a tactical pivot. Amidst this narrative of change, Alsace emerges as the focal point for France's battery evolution. Set to debut by 2030, Alsace's fifth electric vehicle battery production site heralds a new era of innovation. Powered by 'GEN4' solid lithium-metal batteries, promising a remarkable 40% increase in range compared to LFP and NMC, this initiative underscores France's commitment to automotive electrification. Led by the Blue Solutions initiative, this venture not only signifies job creation and economic growth but also underscores France's technological prowess and environmental stewardship. Positioned to be manufactured in Alsace by 2030, these next-generation batteries embody France's pursuit of sovereignty in the global EV market. #ElectricVehicles  #BatteryTechnology  #AutomotiveInnovation  #Sustainability  #FranceInnovation #ev #electriccar. #lfpbattery

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Pierre Renhult interviews Michel Annink on the major disruptors in the automotive industry. From electrification to shared mobility, discover the challenges and opportunities that lie ahead.     Watch the full interview ⬇️ #automotive #future #tech #mobility

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🤩 I mapped more than 100 companies that dominate the automotive and mobility ecosystem on one chart, here are some thoughts 💭. As always, I just share my personal view, please add your thoughts below ✍️! 🙋‍♂️ If you’re interested in the PDF, drop me a note! ⚠️ Note: I tried to map the automotive business of the companies, so overall revenue per mapped company could be higher 💰. The total revenue of mapped companies is close to $4 trillion a year, split across automotive OEMs 🚗, suppliers ⚙️ and service companies 🤳. — 🚗 Software Defined Vehicles: Suppliers focusing on bits and pieces for the SDV 🚀 need to scale up: 👉 The business of high performance compute suppliers is relatively small. NVIDIA, Qualcomm, Horizon Robotics or Mobileye generate each $2 billion or less per year. 👉 ECU providers like Infineon Technologies, Texas Instruments or NXP Semiconductors reach up to 6x of the HPC players. 👉 Software heavy companies like Green Hills Software, Pateo, Elektrobit or BlackBerry QNX are ranging below $500 million in automotive sales. 👉 The automotive cloud business of Microsoft, Amazon Web Services (AWS), Tencent Cloud or Google Cloud is not know. Total automotive cloud ☁️ revenue should be around $10 billion a year and growing. — ⚡️ Electrification with mixed rankings: 👉 Battery 🔋 suppliers skyrocketed their revenues, passing most of the large supplier groups. The value chain is mainly in China 🇨🇳. Contemporary Amperex Technology Co., Limited, BYD and others are crushing it 🚀. 👉 Pure EV players are mainly at the end of the list. Companies like Rivian, Lucid Motors, XPENG are not in the Top 100 💯. Nio, Zeekr or Li Auto slowly climbing up in the list. 👉 Charging ⚡️ network providers and suppliers of charging infrastructure are at the end of the list with revenues of around $150 million per year. — 🤳 Mobility Services dominated by financial services 💰: 👉 Financial Services are still the largest players in the service ecosystem, split into captives and non-captives like Ayvens or Arval BNP Paribas Group. 👉 Mobility platforms like Uber, Lyft or DiDi rank behind the segment of rental car 🚗 companies. 👉 Revenue with AD services like Waymo is close to $0, so I decided not to add. — 🚗 Automotive OEMs are leading in revenue: 👉 The top 🥇 20 brands and groups are automotive OEMs from different regions. Showing the relevance of the industry for our economy 📊. — 🇨🇳 China car 🚗 inc.: 👉 Battery 🔋 players are the new power houses in the global value chain, getting stronger and stronger. 👉 Automotive OEMs have a huge overcapacity, increasing pressure on prices 😬, leading to record exports. 👉 Local suppliers like Huawei, ECARX or Black Sesame Technologies Inc are small but powerful - should be on the radar of every OEM and supplier 🚨 ➡️ Exciting times, Let’s see how fast the small ones close the gaps 🤷‍♂️ #mobility #transformation #car #software

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🗣️[Conference] SDTools will be present at the CSMA 2024 conference https://lnkd.in/ecJazwGH 🎤 The talk [1] to be given will address challenges associated to the generation of a Hybrid FEM/test twin model of an automotive electric car engine in partnership with Stellantis. 👉 Describing test outputs The electric engine case study being detailed combines strong dominance of harmonic responses and un-measured inputs. The harmonic balance vector signal model chosen gives a space/time/frequency approximation of the response. 👉 Choosing model parameters Geometry, contacts in bolted joints and laminated stacks, non-linear viscoelastic bushings have here a notable impact. 👉 Building a reduced parametric model This provides a 2 to 3 orders of magnitude speedup that is necessary for any practical application. 👉 Building a Hybrid FEM/test twin model Test and FEM are combined using an expansion-based state/parameter estimation process. 📖 [1] https://lnkd.in/eyuRxqhE

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