Etats-Unis

The de-territorialization of the American Auto Industry and COVID-19/I 4.0 impacts: The breaking down of the old value chains and its replacement for new Value Propositions

Soumis par Alex Covarrubias V, El Colegio de Sonora le 13 juin 2021 - 16:37
in
Covarrubias, A. (2021).  The de-territorialization of the American Auto Industry and COVID-19/I 4.0 impacts: The breaking down of the old value chains and its replacement for new Value Propositions. Gerpisa colloquium.
Thème: New value chains architectures and labour relations: digitalisation, globalisation, de-globalisation and the future of work
Thème: New value chains architectures and labour relations: digitalisation, globalisation, de-globalisation and the future of work
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Complex network analysis of the dynamic of changes in the electric vehicle agent and artifact space

Soumis par Margherita Russo, University of Modena and Reggio Emilia le 15 mars 2021 - 22:39
in
Russo, M., Alboni F., Murgolo E., Carreto-Sanginés J., Simonazzi A., & Pavone P. (2021).  Complex network analysis of the dynamic of changes in the electric vehicle agent and artifact space. Gerpisa colloquium.
Video

Thème: New product architectures: electrification, digitalisation and the impact of Covid-19
Thème: New product architectures: electrification, digitalisation and the impact of Covid-19
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Green innovation patterns in the automotive industry: empirical evidence on green specialisations and the role of the systems of innovation from OECD countries

Soumis par Anna Novaresio, Università degli Studi di Torino Università degli Studi di Torino le 17 févr. 2021 - 15:22
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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.
Video

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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Business model innovation in the automotive industry: a whole new world.

Soumis par Johannes Winter, Germany's Platform for Artificial Intelligence acatech - National Academy of Sci... le 3 avr. 2020 - 00:23
in
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 lire la suite

Video

From optimized production to data-driven business model innovations in the automotive industry (own fig.)
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

Soumis par Géry Deffontaines, GERPISA le 9 mars 2020 - 15:18
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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"

Soumis par Géry Deffontaines, GERPISA le 9 mars 2020 - 01:00
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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. lire la suite

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

Soumis par Martin Krzywdzinski, Wissenschaftszentrum Berlin für Sozialforschung le 27 févr. 2020 - 21:51
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Krzywdzinski, M. (2020).  Automation, digitalization, and changes in occupational structures in the automobile industry in Germany, the United States and Japan. Gerpisa colloquium.
Video

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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FCA 2019 Results: making short-termism attractive

Soumis par Géry Deffontaines, GERPISA le 10 févr. 2020 - 01:00
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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:
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Renault-PSA : l’un est intercontinentalisé, l’autre pas

Soumis par Géry Deffontaines, GERPISA le 20 janv. 2020 - 17:04
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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. lire la suite

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

Soumis par Géry Deffontaines, GERPISA le 20 janv. 2020 - 17:04
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…

Soumis par Géry Deffontaines, GERPISA le 16 déc. 2019 - 15:17
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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. 
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What if Bruno Le Maire was inspired by Donald Trump...

Soumis par Géry Deffontaines, GERPISA le 16 déc. 2019 - 01:00
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 : différents mais solides

Soumis par Géry Deffontaines, GERPISA le 12 nov. 2019 - 01:00
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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.
  lire la suite

Toyota et Honda : different but strong

Soumis par Géry Deffontaines, GERPISA le 12 nov. 2019 - 01:00
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.
 
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PSA-FCA: Sergio's ghost is hovering over the deal

Soumis par Géry Deffontaines, GERPISA le 4 nov. 2019 - 14:30
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. lire la suite

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

Soumis par Géry Deffontaines, GERPISA le 4 nov. 2019 - 01:00
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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From NAFTA to USMCA: conditions and challenges of automotive financing in Mexico.

Soumis par Aurora Marcial Flores, UAM Iztapalapa ITIAM le 3 avr. 2019 - 01:35
in
Marcial-Flores, A. (2019).  From NAFTA to USMCA: conditions and challenges of automotive financing in Mexico.. Gerpisa colloquium.

From NAFTA to USMCA: conditions and challenges of automotive financing in Mexico.<!--[if !supportFootnotes]-->[1]<!--[endif]--> lire la suite

Thème: 5. Public policies – national and regional clusters: between global value chains and national systems of innovation
Thème: 5. Public policies – national and regional clusters: between global value chains and national systems of innovation
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China in the automotive industry in Mexico: perspectives and challenges in the transition from NAFTA to USMCA

Soumis par Aurora Marcial Flores, UAM Iztapalapa ITIAM le 10 mars 2019 - 07:52
in
Arteaga-García, A., Marcial-Flores A., & Ortiz-Velásquez S. (2019).  China in the automotive industry in Mexico: perspectives and challenges in the transition from NAFTA to USMCA. Gerpisa colloquium.

China in the automotive industry in Mexico: perspectives and challenges in the transition from NAFTA to USMCA<!--[if !supportFootnotes]-->[1]<!--[endif]--> lire la suite

Thème: 5. Public policies – national and regional clusters: between global value chains and national systems of innovation
Thème: 5. Public policies – national and regional clusters: between global value chains and national systems of innovation
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2019: a year of fundamental decisions for carmakers

Soumis par Géry Deffontaines, GERPISA le 12 févr. 2019 - 01:00
in
Disruptive profit strategy : could Detroit mix oil and vinegar ?

The weekly column of Bernard Jullien , former director of Gerpisa, lecturer in economics (University of Bordeaux) and scientific advisor to the Essca Group's Chair of Network Management.

The season of financial results is on this February and most of the world's major automakers are indicating, one after the other, that 2019, as we reckon the years to come, will disappoint shareholders.
 
Only a handful of automakers, such as FCA or GM, have succeeded in improving their results over the year 2018.
FCA nevertheless expects a less promising 2019 financial year. GM has already undertaken a plan to maintain its profit rate in the United States in November, cutting 11,000 jobs. Most of the car manufacturers, like Daimler or Ford, have already seen their results drop in 2018. Ford hopes to do better in 2019 thanks to a fairly drastic restructuring plan for all its activities.
Daimler announced this week that achieving a margin target in the 8 to 10% bracket could not be expected until 2021.
 
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