How is the e-traction value chain impacted by BEV scale-up ?

Intervenant : Marc ALOCHET
Ancien expert leader assemblage véhicule, GMP et châssis chez Renault,
en thèse au Centre de recherche en Gestion de l’Ecole Polytechnique (direction Christophe MIDLER)
marc.alochet@polytechnique.edu

 

 

At the dawn of the surge of electric, connected, autonomous and shared vehicles, the hierarchical architecture of the value chain, from Original Equipment Manufacturers to Tier N suppliers, is still in place and largely ruled under the ICEV dominant design.

 

Whereas the battery pack and the e-powertrain, which are the key levers of performance for Battery Electric Vehicles, come from industries outside the traditional automotive core business, we wonder how the emerging e-traction value chain is being shaped by the EV scale-up.

 

Mobilizing the theoretical frameworks of hierarchical and ecosystem value systems, we assess, through an empirical study, the current and future situations of the battery and e-powertrain value chains on both offer and demand sides; on the demand side, we complete the picture with BEVs manufacturing strategies.

 

In this “work in progress” presentation, we summarize that global OEMs maintain (incumbent) or install (newcomer) control on vehicle design and value chain; incumbents maximize use of existing assets for BEVs manufacturing and maintain employment in historical plants through an extension of their make perimeter: e-powertrain, battery pack. By doing so, they keep their integrator’s role and retain a strong overall added value. On the offer side, incumbents use core knowledge and / or develop new knowledge to expand or catch up e-traction business whereas newcomers are integrated accordingly to a controlled contribution, such as electro-chemistry specialists mostly restricted to cells or modules supply.

 

 

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Nous remercions le CCFA pour son accueil.

 

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