Amérique du Nord

Using text mining to extract information about sustainable mobility initiatives by automakers

Submitted by Ricardo Henrique Da Silva, Polytechnique Montreal Industrial Engineering / Polytechnique Montreal on Sun, 03/14/2021 - 17:46
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Da Silva, R. H., Armellini F., Kaminski P. C., & Beaudry C. (2021).  Using text mining to extract information about sustainable mobility initiatives by automakers. Gerpisa colloquium.
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Thème: New eco-system architectures: transitioning to a ‘green’ industry and embedding the automobile in societal and political contexts
Thème: New eco-system architectures: transitioning to a ‘green’ industry and embedding the automobile in societal and political contexts

Green innovation patterns in the automotive industry: empirical evidence on green specialisations and the role of the systems of innovation from OECD countries

Submitted by Anna Novaresio, CNR-IRCrES Università degli Studi di Torino on Wed, 02/17/2021 - 14:22
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Novaresio, A., Patrucco P. P., & Geuna A. (2021).  Green innovation patterns in the automotive industry: empirical evidence on green specialisations and the role of the systems of innovation from OECD countries. Gerpisa colloquium.
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Thème: New eco-system architectures: transitioning to a ‘green’ industry and embedding the automobile in societal and political contexts
Thème: New eco-system architectures: transitioning to a ‘green’ industry and embedding the automobile in societal and political contexts
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Changes in new value chains in North America.

Submitted by Julio Julio Castellanos, Universidad Nacional Autónoma de México on Thu, 04/16/2020 - 04:28
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Castellanos, J. (2020).  Changes in new value chains in North America.. Gerpisa colloquium.

Gerpisa, 2020

Changes in New Value Chains in North America

The decision to make changes in the value chain architecture in North America, in a similar fashion to how it is in the rest of the world, is made by the Board of Directors of the assembly plants. Today in Mexico there are already 14 companies assembling automobiles in the country: two American companies (GM and Ford); four Japanese (Nissan, Honda, Toyota and Mazda); three German (VW, Audi and BMW); one Korean (Kia-Hyundai); two Italian (Chrysler and Fiat) and one Chinese company (JAC), in a joint venture with Inbursa, which is a Mexican company. We’re not unaware that Audi is one of VW’s 12 brands, and that Chrysler and Fiat are the same company, but in both cases, in Mexico, they have been legally registered as separate firms.

The production of these companies, which favors their country of origin, in Mexico, in 2019, can be seen in the following table:

Table 1
Vehicle production in Mexico, 2019, per country (units)

Country
Production (Units)
                %
Japan
1 160 775
31
USA
1 113 748
30
Germany
624 830
17
Italy
560 141
15
Korea
286 600
7
China-Mex
4 747
0
Total
3 750 841
100

Source: www.Inegi.org.mx read more

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Thème: 2. New value chains architectures: digitalization, globalization, de-globalization and the future of work
Thème: 2. New value chains architectures: digitalization, globalization, de-globalization and the future of work
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Business model innovation in the automotive industry: a whole new world.

Submitted by Johannes Winter, Germany's Platform for Artificial Intelligence acatech - National Academy of Sci... on Thu, 04/02/2020 - 23:23
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From optimized production to data-driven business model innovations in the automotive industry (own fig.)
Winter, J. (2020).  Business model innovation in the automotive industry: a whole new world.. 28th Gerpisa International Colloquium.

28th International Gerpisa Colloquium / Call for papers / Virtual conference
Corresponding/first author: Dr. Johannes Winter, winter@acatech.de

Business Model Innovation in the Automotive Industry: a whole new world.
By Johannes Winter, acatech – National Academy of Science and Engineering

Keywords: Automotive Industry, Business Models, Business Model Innovation, Automation, Autonomous Systems, Smart Services, Digital Transformation, Mobility provider
 
Table of contents

0. Summary 3
1. Business model innovation in the automotive industry: a literature review 4
2. Methodology 5
3. The digital transformation of the mobilty sector 6
3.1 Trend #1: Data drives the transformation of the mobility sector 6
3.2 Trend #2: Digital business models complete outdated product offers 7
3.3 Trend #3: Co-evolution and collaboration in the automotive industry 8
3.4 Trend #4: From optimized production to data-driven business model innovations 8
3.5 Trend #5: From car manufacturer to mobility provider 9
3.6 Discussion: Trendsetting questions for automotive companies 10
4. A look ahead: Europe's path in the digital age 10
5. Conclusion: no competitiveness without transformation 11
6. References 13

0. Summary read more

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Thème: 1. New product architectures: electrification, digitalization and beyond
Thème: 1. New product architectures: electrification, digitalization and beyond
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The War of Two Green Deals

Submitted by Géry Deffontaines, GERPISA on Mon, 03/09/2020 - 14:18
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Another kind of deal, another kind of artist

The weekly column by Bernard Jullien Former director of Gerpisa, associated professor at the University of Bordeaux.

The new European Commission intends to make its Green Pact the core of its mandate and promote a "Green Deal". In the United States, the Democratic primary is placed under the same sign. However, convergence is largely bogus, as there are strong disagreements between Europeans and Americans as well as between Americans and Europeans.
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La guerre des "Green Deal"

Submitted by Géry Deffontaines, GERPISA on Mon, 03/09/2020 - 00:00
in
Another kind of deal, another kind of artist

La chronique hébdomadaire de Bernard Jullien Ancien directeur du Gerpisa, maître de conférences en économie à l'Université de Bordeaux et conseiller scientifique de la Chaire de Management des Réseaux du Groupe Essca.

La nouvelle Commission européenne entend faire de son Pacte Vert le cœur de son mandat et promouvoir un "Green Deal". Aux Etats-Unis, la primaire démocrate est placée sous le même signe. La convergence est toutefois largement factice tant les désaccords sont forts entre les européens et américains aussi bien qu’entre américains et entre européens. read more

Automation, digitalization, and changes in occupational structures in the automobile industry in Germany, the United States and Japan

Submitted by Martin Krzywdzinski, Wissenschaftszentrum Berlin für Sozialforschung on Thu, 02/27/2020 - 20:51
in
Krzywdzinski, M. (2020).  Automation, digitalization, and changes in occupational structures in the automobile industry in Germany, the United States and Japan. Gerpisa colloquium.
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Thème: 2. New value chains architectures: digitalization, globalization, de-globalization and the future of work
Thème: 2. New value chains architectures: digitalization, globalization, de-globalization and the future of work
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Renault va mal et compte sur l’Alliance, Nissan va très mal et n’en parle pas

Submitted by Géry Deffontaines, GERPISA on Mon, 02/17/2020 - 00:00
in
How long have we been married for? (Behrouz MEHRI / AFP)

La chronique hébdomadaire de Bernard Jullien Ancien directeur du Gerpisa, maître de conférences en économie à l'Université de Bordeaux et conseiller scientifique de la Chaire de Management des Réseaux du Groupe Essca.

Avant que ne soient communiqués les résultats financiers de 2019 de Renault vendredi, avait eu lieu à Yokohama la veille la présentation des résultats de Nissan pour l’avant dernier trimestre de l’année fiscale japonaise et donc pour les neuf premiers mois .
Les dirigeants de Nissan en ont profité pour revoir à la baisse leurs prévisions de chiffre d’affaires et de profits pour l’exercice en précisant que lesdites prévisions ne tenaient pas compte des effets probables du coronavirus.
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Renault is doing badly and counts on the Alliance. Nissan is doing very badly and doesn't talk about it.

Submitted by Géry Deffontaines, GERPISA on Mon, 02/17/2020 - 00:00
in
How long have we been married for? (Behrouz MEHRI / AFP)

La chronique hébdomadaire de Bernard Jullien Ancien directeur du Gerpisa, maître de conférences en économie à l'Université de Bordeaux et conseiller scientifique de la Chaire de Management des Réseaux du Groupe Essca.

Prior to the release of Renault's 2019 financial results on Friday, the presentation of Nissan's results for the third quarter of the Japanese fiscal year, and thus for the first nine months, took place in Yokohama the day before.
 
Nissan executives took the opportunity to revise downwards their revenue and profit forecasts for the year, stating that these forecasts did not take into account the probable effects of the coronavirus.
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FCA 2019 Results: making short-termism attractive

Submitted by Géry Deffontaines, GERPISA on Mon, 02/10/2020 - 00:00
in
Handsome is not enough

The weekly column by Bernard Jullien Former director of Gerpisa, associated professor at the University of Bordeaux.

FCA's results are nothing new: North America and the two flagship brands, RAM and Jeep, are doing well.
The rest is just about surviving and is tending to deteriorate without any serious attempt to stop this. Everything has been going on since 2014 as if the roadmap were that of keeping the cash machine running in the United States and waiting for the future ally to either clean up the mess, or reinvest or offer solutions to revive brands and business in the regions that have been neglected.
 
The case of Europe is emblematic in this respect. A.-G. Verdevoye sums up the situation well in the French weekly newspaper Challenges:
read more

Renault-PSA : l’un est intercontinentalisé, l’autre pas

Submitted by Géry Deffontaines, GERPISA on Mon, 01/20/2020 - 16:04
in
Renault dans le rouge en France. Mais ailleurs?

La chronique hebdomadaire de Bernard Jullien Ancien directeur du Gerpisa, maître de conférences en économie à l'Université de Bordeaux et conseiller scientifique de la Chaire de Management des Réseaux du Groupe Essca.

Les résultats commerciaux des deux français ont été publiés la semaine dernière et, derrière l’homologie de façade que représentent la proximité des volumes (3,75 millions pour Renault et 3,48 millions pour PSA) et leurs baisses (- 3,4% pour Renault et -10% pour PSA), les chiffres viennent souligner les profondes différences des deux constructeurs. read more

Renault-PSA: one is intercontinental, the other is not.

Submitted by Géry Deffontaines, GERPISA on Mon, 01/20/2020 - 16:04
in
Renault dans le rouge en France. Mais ailleurs?

The weekly column by Bernard Jullien Former director of Gerpisa, associated professor at the University of Bordeaux.

The commercial results of the two French carmakers were published last week and, behind the facade homology represented by the similarity of volumes (3.75 million for Renault and 3.48 million for PSA) and their decline (-3.4% for Renault and -10% for PSA), the figures underline the significant differences between the two manufacturers.
 
Thus, seen from France, one would get the impression that PSA is outperforming Renault. In most segments except B, Renault products are barely outperforming Peugeot products and the latter obviously give PSA a "pricing power" that Renault is struggling to conquer. The financial results corresponding to the commercial results published last week are likely to confirm this in February.
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Et si Bruno Le Maire s’inspirait de Donald Trump…

Submitted by Géry Deffontaines, GERPISA on Mon, 12/16/2019 - 14:17
in
In the port of Tanger Med, low-cost Renault await...

La chronique hébdomadaire de Bernard Jullien Ancien directeur du Gerpisa, maître de conférences en économie à l'Université de Bordeaux et conseiller scientifique de la Chaire de Management des Réseaux du Groupe Essca.

Autoactu publiait vendredi deux articles qui, involontairement, se renvoyaient l’un à l’autre.
 
L’un, signé de Laurent Bodin, traitait du sort de l’usine terminale PSA de Mulhouse qui a vu partir la production du nouveau 2008 vers l’Espagne en vertu de la doctrine bien connue désormais selon laquelle les sites français n’ont pas à assembler de véhicules des segments A et B, fussent-ils des SUV. 
L’autre, signé de Bertrand Rakoto, analysait le volet automobile du nouvel accord de libre-échange entre les Etats-Unis, le Canada et le Mexique et les contraintes qu’il impose aux constructeurs pour limiter la mise en concurrence entre les pays à hauts salaires et les pays à bas salaires et les délocalisations vers le Mexique. 
read more

What if Bruno Le Maire was inspired by Donald Trump...

Submitted by Géry Deffontaines, GERPISA on Mon, 12/16/2019 - 00:00
in
In the port of Tanger Med, low-cost Renault await...

The weekly column by Bernard Jullien is also on www.autoactu.com.

Last Friday Autoactu released two articles that unintentionally referred to each other.
 
One, signed by Laurent Bodin, dealt with the fate of PSA's Mulhouse assembly plant, which saw the production of the new 2008 model leave for Spain under the now well-known doctrine that French sites should not assemble vehicles from segments A and B, even if they are SUVs.
The other, signed by Bertrand Rakoto, analysed the automobile component of the new free trade agreement between the United States, Canada and Mexico and the constraints it imposes on manufacturers to limit competition between high-wage and low-wage countries and relocation to Mexico.
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Toyota et Honda : different but strong

Submitted by Géry Deffontaines, GERPISA on Tue, 11/12/2019 - 00:00
in
Looks like a no-deal

La chronique hébdomadaire de Bernard Jullien Ancien directeur du Gerpisa, maître de conférences en économie à l'Université de Bordeaux et conseiller scientifique de la Chaire de Management des Réseaux du Groupe Essca.

This November, we receive the financial results of Japanese automakers for the first half of their fiscal year, which ends at the end of March. Awaiting of Nissan, which will only be made public this week, we can look at those of Toyota and Honda, which already reveal the unequal exposure of Japanese carmakers to the decline in global demand that is now taking shape.
 
From this point of view, Toyota impresses by posting increasing volumes, sales and results.
Toyota sold 4.64 million vehicles from April to September, 220,000 more than last year. Its turnover increased by 600 billion yen (almost 5 billion euros), i.e. by 4%, and its operating income by 140 billion yen (1.16 billion euros, +11%). Its operating margin was 8.6% of turnover for the first half of the previous year, compared to 9.2% for the first six months of 2020.
 
read more

Toyota et Honda : différents mais solides

Submitted by Géry Deffontaines, GERPISA on Tue, 11/12/2019 - 00:00
in
Looks like a no-deal

La chronique hébdomadaire de Bernard Jullien Ancien directeur du Gerpisa, maître de conférences en économie à l'Université de Bordeaux et conseiller scientifique de la Chaire de Management des Réseaux du Groupe Essca.

En ce mois de novembre, nous parviennent les résultats financiers des constructeurs japonais pour le premier semestre de leur exercice qui se clôt fin mars. En attendant ceux de Nissan qui ne seront rendus publics que cette semaine, on peut se pencher sur ceux de Toyota et Honda qui révèlent d’ores et déjà l’inégale exposition des uns et des autres au reflux de la demande mondiale qui se précise.
  read more

PSA-FCA: Sergio's ghost is hovering over the deal

Submitted by Géry Deffontaines, GERPISA on Mon, 11/04/2019 - 13:30
in
Some in the industry need a haircut

La chronique hébdomadaire de Bernard Jullien Ancien directeur du Gerpisa, maître de conférences en économie à l'Université de Bordeaux et conseiller scientifique de la Chaire de Management des Réseaux du Groupe Essca.

As the exact terms of the deal being negotiated and the reactions of the markets become clearer, the scope of this 50-50 appears a bit different from "parity". Indeed, the financial community is calculating, on the basis of the respective valuations of the two groups before the announcement of the project and the operations that will be carried out before the deal, that we would rather be at 60-40 for the benefit of PSA, and that PSA therefore is agrees for the deal to be made at a significant sacrifice. read more

PSA-FCA : l'ombre de Sergio plane sur l'opération

Submitted by Géry Deffontaines, GERPISA on Mon, 11/04/2019 - 00:00
in
Some in the industry need a haircut

La chronique hébdomadaire de Bernard Jullien Ancien directeur du Gerpisa, maître de conférences en économie à l'Université de Bordeaux et conseiller scientifique de la Chaire de Management des Réseaux du Groupe Essca.

A mesure que se précisent les termes exacts du deal en cours de négociation et les réactions des marchés, les contours de ce 50-50 paraissent un peu moins "paritaires". En effet, les financiers calculent sur la base des valorisations respectives des deux groupes avant l’annonce du projet et des opérations qui vont être conduites avant le deal que l’on serait plutôt à 60-40 au profit de PSA et que PSA consent donc pour que le deal se fasse à un important sacrifice.
En effet, à la clôture de mercredi soir, la capitalisation de PSA s'élevait à 23,19 milliards d'euros quand celle de FCA s'établissait à 18,22 milliards d'euros. On a appris que, avant la réalisation de l’opération, FCA distribuerait à ses actionnaires un dividende exceptionnel de 5,5 milliards d’euros, ainsi que sa participation dans Comau estimée à 250 millions d'euros.
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