From the Covid crisis to electrification: how the State is transforming the automotive industry. (1) China / US / Italy

Kristin Dziczek, Senior Vice President—Research at Center for Automotive Research
U.S. COVID crisis &automotive policy response
Boy Lüthje, Institute of Public PolicySouth China University of TechnologyGuangzhou, China
China - Foxconnization of the automotive industry?
Francesco Garibaldo, Director at “Claudio Sabattini” Foundation Italy
The Italian national recovery and resilience plan

Nicolas Meilhan (France Stratégie) présente ses travaux avec France Stratégie sur la désindustrialisation automobile en France et évoque des pistes afin que la transition énergétique puisse devenir un véritable levier pour la réindustrialisation de la France.

Richard F. Doner, Gregory W. Noble and John Ravenhill, will draw on their recently published book – The Political Economy of Automotive Industrialization in East Asia (Oxford University Press, 2021 https://global.oup.com/academic/product/the-political-economy-of-automot...)

Through a study of the automotive industries in seven East Asian countries—China, Indonesia, Korea, Malaysia, the Philippines, Taiwan and Thailand— the talk will address the question of what makes for successful industrial upgrading, the process through which domestic firms acquire the capabilities to move into higher value-added activities at global levels of efficiency. The authors distinguish between two stylized but analytically useful levels of growth: extensive and intensive. In some countries, automotive industrialization has involved extensive growth, consisting largely of vehicle and components assembly and, in some cases, exports, primarily under the aegis of foreign producers operating in global value chains. In contrast, intensive growth occurs when local value added increases as a consequence of inputs from national producers, in turn resting on improvements in national technical capabilities. Their seven cases provide us not just with a mix of strategies but also variance in success. They explore the reasons for success and failure, and why some countries chose to make the investments required to successfully pursue an intensive strategy. Their focus is on the role of institutions specific to the automotive development strategy, and the political origins of these institutions.

Quel avenir pour l’industrie automobile européenne face à l’électrification?
Tommaso Pardi présentera un travail en cours sur l’évolution de la réglementation européenne des émissions de CO2 dans le secteur automobile et ses impacts sur la transformation de l’offre automobile, et notamment son électrification. Il s’agira de comprendre à la fois la manière dont cette réglementation a été façonnée à Bruxelles par différents intérêts et groupes de pression, et ses conséquences concrètes sur l’offre automobile.

The future of automotive global value chains.
Plenary session of the 2021 International Colloquium of Gerpisa.