Valentin Froh

2026, I stand by my estimate, will be the year of the solid state battery in production.   Over 400Wh/kg, 40% lower manufacturing costs, higher safety should be presented. I think service life and robust manufacturing processes are still difficult steps, especially with solid electrolytes.    At least SAIC is now committing itself and underpinning my assessment. Other manufacturers have also written a lot about this in recent months and with the intermediate steps of the semi-solid-state battery, SSSB has ambitions to use them this year (Nio and also SAIC)   However, my assumption is supported much more by the consortium called China All-Solid-State Battery Collaborative Innovation Platform (CASIP). This is an alliance of major Chinese battery manufacturers, tech companies and car manufacturers (e.g. CATL, CALB, EVE Energy, SVOLT, Gotion High-Tech, BYD battery subsidiary FinDreams, BYD and Nio) with the aim of developing and producing competitive solid-state batteries and establishing supply chains. They no longer want to give up their lead.   Challenge accepted, I would say.   #battery #development #europe

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On the competitive framework of OEMs, the Kiel Institute for the World Economy just published this for subsidies for BYD ➡️ "Aid for China’s leading EV maker jumped from €220 million in 2020 to €2.1 billion only two years later, Germany’s Kiel Institute for the World Economy said Wednesday. ➡️ BYD also is benefiting from support for local battery manufacturers and rebates for buyers of its cars, according to the report, which comes as the European Union investigates allegedly unfair aid for China’s EV sector." ➡️ Differnt Source: …In China, the industry has already benefited from state subsidies worth US$57bn between 2016 and 2020 alone, according to Alix Partners…. https://lnkd.in/d2X4kqZT by Himanshu Bhatt ➡️ It does not take away any of the achievements but of course is a very strong tailwind in a difficult early phase ➡️ And to be fair, those numbers need to be compared to e.g. - IRA in 🇺🇸 https://lnkd.in/edM4J26M - 500 or rather 500 billion ? https://lnkd.in/dWexTEpQ https://lnkd.in/dfDp6_5B https://lnkd.in/d5pNCMCd - IPCEI in Europe - https://lnkd.in/eXSxicUT, significantly smaller https://lnkd.in/d-DMatr3 - Chip subsidies just now - https://lnkd.in/eX2eEMXJ …. ➡️ The effect of subsidies ? 👉 https://lnkd.in/dpU5YQpV Shared at https://lnkd.in/ej2NCKW6 #ww243 #technology #markets #innovation #future #strategy #ww520

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„Thomas Schmall shared insights into Volkswagen’s and PowerCo’s strategy to secure long-term supply with sustainable battery cells for the Group’s EVs. 🔋⚡️ Here is a glimpse of what he said in the interview with Porsche Consulting Magazin:   "Balancing sustainability and cost-effectiveness is key. The objective is to set industry standards for sustainable, competitive battery cells. PowerCo's Unified Cell aims to reduce battery costs by up to 50%. Additionally, we're investing in technologies to minimize resource consumption, including CO2-minimized mining and cobalt and nickel-free batteries.   Our cell factories operate on CO2-free electricity, and we're committed to a circular economy, recycling production surpluses and end-of-life batteries. Our recycling facility in Salzgitter further maximizes resource recovery."   Don't miss out on the full interview – click here: https://lnkd.in/dPRewRrk   Together, we're shaping a sustainable future for #eMobility. 🤝“   #Sustainability #Innovation

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Trying to measure “Innovation Strength” of OEMs in 2023 (!), and showing the top sellers in the BEV group - published today by Handelsblatt While I cannot change the Handelsblatt material and I find it really well done I suggest to call it “Electromobility Innovation Ranking” - see below *** why. A few details are needed. ➡️ The source of the ranking is the institute lead by Stefan Bratzel, Prof. Dr.: Center of Automotive Management (CAM) ➡️ the 2023 BEV Sales ranking on the right is straightforward ➡️ the column on the left is listing GEELY as leader for 2023 ➡️ interesting how neither Tesla or BYD took the top spot on the left, and where they are placed for 2023. ➡️ the long term ranking by innovation reads: 1 Tesla 2 Volkswagen Group 3 Geely 4 BYD 5 Hyundai Motor Company (현대자동차) *** ➡️ Methodology for the 2023 ranking: CAM individually evaluated 512 innovations in electromobility for the past year alone that ended up in the sold product. Chinese manufacturers have developed 45 percent of these product and technology innovations and brought them to series production. German car manufacturers e.g. only have 20 percent. ➡️ Other ways to quantify - thank you Wim De Ketele: https://lnkd.in/ekW8c-7z I highly recommend the article in print and online at Handelsblatt: https://lnkd.in/e7bmZXPN #ww244 #technology #markets #innovation #future #strategy #ww520 #wgtp1

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𝗗𝗿𝗶𝘃𝗶𝗻𝗴 𝗦𝗶𝗺𝘂𝗹𝗮𝘁𝗼𝗿 𝗗𝗲𝘀𝗶𝗴𝗻 𝗮𝗻𝗱 𝗢𝗽𝘁𝗶𝗺𝗶𝘀𝗮𝘁𝗶𝗼𝗻 𝗕𝗮𝘀𝗲𝗱 𝗼𝗻 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿'𝘀 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 As driving simulators gain traction in automotive development, the industry seeks solutions that are not only high-performance but also cost-effective, with clear ROI and a fast track to SOP. At the 𝟭𝟬𝘁𝗵 𝗦𝘆𝗺𝗽𝗼𝘀𝗶𝘂𝗺 𝗗𝗿𝗶𝘃𝗶𝗻𝗴 𝗦𝗶𝗺𝘂𝗹𝗮𝘁𝗶𝗼𝗻, Dr. Gerd Baumann from FKFS will provide an in-depth look into the tailored design and optimization of driving simulators to meet specific customer needs. Drawing from FKFS’s extensive experience since designing the Stuttgart Driving Simulator in 2009, Gerd will outline the process of developing custom simulation solutions. By analyzing requirements across vehicle domains - chassis/vehicle dynamics, powertrain, HMI/UX, ADAS/AD, and NVH - FKFS creates a simulator specification that aligns with both current and emerging industry demands. Attendees will gain insights into the comprehensive methodology, from initial requirements analysis to “request for quotation,” with real-world examples illustrating each stage. Gerd will also discuss the integration of cutting-edge motion cueing algorithms and considerations for infrastructure, safety, and security. Be sure to experience the FKFS Stuttgart Driving Simulator live at the Symposium and see how FKFS’s design approach brings optimized simulation facilities to life for maximum operational benefit. Join us: https://lnkd.in/eZUnzE2V #ASCS #FKFS #StuttgartDrivingSimulator #Simulation #DrivingSimulation #SDS

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VW+XPENG JV + VW+RIVIAN JV = CARIAD OS #XPENG for China Market Volkswagen is deepening cooperation with Chinese startup Xpeng in terms of platform and 👉software development👈 for its electric vehicles. Volkswagen Group China Technology Company and CARIAD China are developing an electronic 👉architecture in cooperation with Xpeng. From 2026 the architecture will be used in all locally produced Volkswagen brand models based on the China Main Platform and the MEB Platform, according to their deal. 🗣️"This will not only strengthen the competitiveness of our global electric platform in China, but also reduce technological 👉complexities and increase our cost efficiency across the region." 📖 Source¹ https://lnkd.in/ggCZe8SV #RIVIAN for US Market The agreement, which the automakers announced late last month, would see VW invest up to $5 billion into a joint effort to develop “next-generation software-defined vehicle platforms” that both companies would use for their own vehicles. What Rivian gets out of the deal is fairly straightforward: an infusion of cash. As for VW, the deal gives Europe’s leading automaker access to Rivian’s tech know-how👀, which is important because VW reportedly has struggled with software issues in some of its vehicles, including its electric ID.3 and ID.4. “In the short term, the joint venture is expected to enable Volkswagen Group to utilize Rivian’s existing 👉electrical architecture and 👉software platform👈,” the companies said in the press release. 🗣️"Our customers benefit from the targeted partnership with Rivian to create a leading technology architecture,” Volkswagen Group CEO Oliver Blume said in a joint press release announcing the deal. “Through our cooperation, we will bring the best solutions to our vehicles faster and at lower cost…We are strengthening our 👉technology profile👈 and our competitiveness👀.” 📖 Source² https://lnkd.in/gdiWR-xv #CARIAD for Europe 💭 Implementing Xpeng + Rivian OS and using their techs will require refinement and adaptation to Volkswagen’s needs... And that needs time which VW is trying to reduce by doing this intercontinental JV since both markets are important. 2030 could be their target duration for cariad. If this plan fails VW will be in deep... #IONAS #CleanMobility #eMobility #ElectricCars  #FutureMobility #Batteries #Automotive  #ElectricVehicles #AutonomousVehicles  #EV #Lithium #Innovation #Sustainability  #Recycling #Future #Energy #Efficiency #Technology #AVEVAI #TomTsogt 🔔👍

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🔋 Exciting Insights from last week's Advanced Battery Power Conference There have been 2 days full of battery innovation and research at Münster with many talks, interesting speeches and high attendance numbers (>1,100). We FEV Europe GmbH had a stand at the booth and were able to hold many interesting discussions thanks to Bernd Hömberg, Prof. Martin Winter and Dirk Uwe Sauer. Here are my key findings: 📌 The most important prerequisites for EU competitiveness in the battery sector are low energy costs and industry funding. Current support from public authorities needs to be improved. In particular, EU research has made some gains in the development of solid-state battery cells, but CN consortia of cell suppliers will follow quickly 📌 Future cell formats will be mainly prismatic and cylindrical parallel, pouch with lower share 📌 Cell chemistry is evolving: LFP is further gaining traction; sodium-ion is becoming more interesting and NMC remains the choice for high energy applications. Interestingly, Solid-State technologies not have been in main focus beside the interest of the Chinese Suppliers forming a consortia… 📌 Main safety issues of last years due to thermal runaway / propagation are under control at system level, energy density vs. fast charging under discussion and cost reduction expected 📌 2nd life applications will be a niche; recycling and reprocessing will play an important role at the end of a battery product's life as customers in all sectors expect best performance 📌 Recycling is complex and not yet standardized, overcapacity is expected in the EU, but with little know-how; we can assume that the cost of battery cells will have to be increased in the future due to recycling, which will affect the attractiveness of the technologies; with the greatest negative impact on LFP, as the recycling of LFP is complex and the recycled raw materials are of low value 📌 the European gigafactories are starting operations, but initially see themselves as (fast) followers of the established suppliers => Battery production remains a challenge 📌 CO2 footprint of Li-Ion batteries is decreasing further to already <30kg CO2 / kWh with using renewable energy     Further I had the honor to lead a session for "battery application" together with Jörg Huslage with four interesting presentations 1️⃣ "Premium Platform Electric (PPE): development of superior charging performance" by Bernhard Rieger 2️⃣ "Battery-in-the cloud for modelbased adaptive control strategies" by Dr. Gerald Rämisch 3️⃣ "Safety Requirements of Stationary Energy Storage Systems for the North American Market" by Juergen Boeck 4️⃣ "Application Driven Differences in Design and Operation of Large-Scale Batteries" by Susanne Lehner 🙏 Thanks to all participants, speakers and organizers for the great event! #Battery #cell #fev

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Living in Germany, one easily gets the feeling that the electric car market is dead (forever)... Yes, in Germany there is a lot of sales "lost" due to subsidy withdrawals and in general messy statements from the government, but if we look at broader (EFTA) perspective the situation is not quite that. "In a nutshell, you could say that what is sold less in Germany is now sold in other countries" #EV #electriccars #EVsales #carsales #Germany #Deutschland #EFTA #EU #electrive

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Neatly summarised!

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𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻𝘁𝗼 𝗚𝗶𝗴𝗮𝗳𝗮𝗰𝘁𝗼𝗿𝘆 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 Last week’s Future Battery Forum in Berlin left me inspired about the evolving landscape of battery manufacturing. It was a pleasure to connect with the incredible team from #BatteryAssociates - Melanie Griff, Dr. Simon Engelke, and Barath Venkatesan, Sharbani Sengupta - at the booth, discussing #BatteryMBA, company membership and other exciting services. Beyond the networking, I immersed myself in panel discussions and presentations. Thank you Nicolas F. Steinbacher, Kai Alexander Mueller, Richard BOUVERET, Yann Vincent, Christin-Marie Boudgoust, Bernhard Bruhn for your contributions. 𝗠𝘆 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀 1️⃣ 𝙔𝙤𝙪𝙩𝙝 𝙖𝙣𝙙 𝙙𝙮𝙣𝙖𝙢𝙞𝙨𝙢 𝙤𝙛 𝙩𝙝𝙚 𝙗𝙖𝙩𝙩𝙚𝙧𝙮 𝙞𝙣𝙙𝙪𝙨𝙩𝙧𝙮 Still in its early stages, with short, frequent innovation cycles—a trend likely to continue 2️⃣ 𝙍𝙚𝙜𝙞𝙤𝙣𝙖𝙡 𝙚𝙭𝙥𝙚𝙧𝙩𝙞𝙨𝙚 𝙜𝙖𝙥𝙨 While Asia dominates the battery value chain, European and US players are gaining ground, and Asian suppliers are expanding globally. 3️⃣ 𝙄𝙣𝙩𝙚𝙜𝙧𝙖𝙩𝙞𝙤𝙣 𝙘𝙝𝙖𝙡𝙡𝙚𝙣𝙜𝙚𝙨 Combining machinery and equipment from diverse suppliers remains complex, especially during early project stages. Advanced simulations and supplier data will become increasingly vital. 4️⃣ 𝙀𝙫𝙤𝙡𝙫𝙞𝙣𝙜 𝙗𝙖𝙩𝙩𝙚𝙧𝙮 𝙩𝙚𝙘𝙝𝙣𝙤𝙡𝙤𝙜𝙮 Changing technology will drive DFM/DFA in batteries, and equipment will need to adapt quickly to changes within a defined bandwidth for mass production. Teams will need more agility. 5️⃣ 𝙏𝙖𝙡𝙚𝙣𝙩 𝙨𝙝𝙤𝙧𝙩𝙖𝙜𝙚𝙨 Skill gaps highlight the need for multidisciplinary expertise and re-skilling or up-skilling professionals from related industries. 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝘁𝗵𝗲 𝗚𝗶𝗴𝗮𝗳𝗮𝗰𝘁𝗼𝗿𝘆 𝗼𝗳 𝘁𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 High investment costs and unpredictable ramp-up challenges are unsustainable. Future gigafactories must 𝙛𝙤𝙘𝙪𝙨 𝙤𝙣 𝙛𝙡𝙚𝙭𝙞𝙗𝙞𝙡𝙞𝙩𝙮 𝙖𝙣𝙙 𝙧𝙚𝙨𝙞𝙡𝙞𝙚𝙣𝙘𝙚 through: 𝙁𝙖𝙨𝙩 𝙡𝙚𝙖𝙧𝙣𝙞𝙣𝙜 𝙤𝙫𝙚𝙧 𝙚𝙭𝙥𝙚𝙧𝙞𝙚𝙣𝙘𝙚: In a rapidly evolving industry, yesterday’s expertise can quickly become obsolete. Fostering an agile mindset, while maintaining a structured cross-industry learning approach to planning, building, running, and adapting gigafactory production, will be crucial for both organizations and individuals. 𝘿𝙚𝙨𝙞𝙜𝙣𝙞𝙣𝙜 𝙛𝙤𝙧 𝙘𝙝𝙖𝙣𝙜𝙚: Cross-functional collaboration and early planning must prioritize the integration of diverse machinery, equipment, logistics, and IT infrastructure. This will enable seamless production from raw materials to finished products, pre-maturing of processes and tools for ramp-up, and support long-term adaptability. 𝗙𝗶𝗻𝗮𝗹 𝗧𝗵𝗼𝘂𝗴𝗵𝘁 The gigafactory of the future isn’t just a facility—it’s part of a dynamic ecosystem built to evolve alongside battery technology. By embracing innovation, planning for flexibility, and fostering agility, we can overcome today’s challenges.   I’d love to exchange ideas! #gigafactory #EV #batterymanufacturing

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Here a few thoughts about the current dicsussion about Chinese EVs and a reference to an article from 2018: The main problem: the gradually disappearing Chinese market for non-chiense manufacturers: It was clear that the Chinese would not just wait and see. At some point they were ready to produce their own cars. They have the same point of view as us, why depend on someone else when you have the potential to create something of your own. They were “historically lucky” to have started ramping up exactly when electromobility was taking off, especially pushed by Tesla. If the Chinese had reached this point already 30 years ago, there would also be many (competitive) Chinese-made combustion engine cars. The fact that the electric car is simply less complex than a combustion engine only helped. Together with the other framework conditions such as the gigantic domestic market, production conditions, subsidies and, above all, the price-performance-UX ratio, this has created real competition for the established car brands - worldwide. And like a German who tends to prefer the domestic car, the Chinese will do the same. The pie will only slowly get bigger, the pieces that will be distributed will rapidly become smaller for everyone.

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Thomas Schmall shared insights into Volkswagen’s and PowerCo’s strategy to secure long-term supply with sustainable battery cells for the Group’s EVs. 🔋⚡️ Here is a glimpse of what he said in the interview with Porsche Consulting Magazin:   "Balancing sustainability and cost-effectiveness is key. The objective is to set industry standards for sustainable, competitive battery cells. PowerCo's Unified Cell aims to reduce battery costs by up to 50%. Additionally, we're investing in technologies to minimize resource consumption, including CO2-minimized mining and cobalt and nickel-free batteries.   Our cell factories operate on CO2-free electricity, and we're committed to a circular economy, recycling production surpluses and end-of-life batteries. Our recycling facility in Salzgitter further maximizes resource recovery."   Don't miss out on the full interview – click here: https://lnkd.in/dPRewRrk   Together, we're shaping a sustainable future for #eMobility. 🤝   #Sustainability #Innovation

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🔋 #BatteryResearch Update: The #German federal government plans to discontinue #funding for #BatteryResearch through its Climate and Transformation Fund (KTF) starting in 2025. — https://lnkd.in/exhtQhPp According to DER SPIEGEL, no new funds are allocated for battery research in the special fund's multi-year financial plan. Ongoing projects will continue to receive funding, and some new initiatives may still be possible in the current year with funding commitments extending to 2028.

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Detailed BEV Analysis of the Top 6 Automotive Groups (Q1–Q3 2024) 🚗⚡   📊 Want more insights? This analysis offers just a small glimpse into the in-depth findings of our Electromobility Report 2024, which provides a comprehensive overview of trends and developments in Germany and on a global scale.   The full report is available in English and German ($): https://lnkd.in/e9ENmkFz   Key Insights from the Analysis   ➡Volkswagen - With 89.631 BEVs sold, Volkswagen leads the German market. - Top-selling models include the Skoda Enyaq (16.602 sales), the VW ID.3 (16.322) and the Cupra Born (10.941). Pricing structure (volume-weighted): - Entry-level price: €47.862 - Average price: €57.393 - Top variants: €66.926 ➡ BMW Group With 35.315 BEVs sold, BMW remains a strong player in the German market. Best-selling models include the BMW iX1 (8.786) and the BMW i4 (7.228). Pricing structure: - Entry-Level price: €55.859 - Top variants: €70.443   ➡ Mercedes-Benz 23.060 BEVs sold, with key models like the EQA (7.823 sales) and the EQB (5.021 sales). Pricing structure: - Entry-Level price: €61.087 - Top variants go as high as €89.076   ➡ Tesla The Tesla Model Y leads individual model sales with 23.612 units sold. Tesla continues to assert itself as a pioneer in the EV market, even in a competitive landscape.   ➡ Hyundai and Stellantis Hyundai recorded 18.366 BEV sales, while Stellantis delivered a solid 17.805 units. These manufacturers position themselves competitively with a diverse model range and attractive pricing.   📩 Subscribe to "AutomotiveCOMPASS": Stay ahead of the latest automotive trends with exclusive insights and data-driven analysis from the Center of Automotive Management (CAM): https://lnkd.in/ehGCnrzK #Electromobility #ElectricVehicles #EVMarket #AutomotiveIndustry #EVInsights #Innovation

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These updates highlight significant challenges and opportunities for Germany's automotive sector. Here are some thoughts on each point: 1. **Car Summit in Germany**: Robert Habeck's emphasis on sustainable aid and the warning about falling EV demand underscore the need for a balanced approach. Germany could focus on both innovation and boosting domestic EV demand. Innovation is crucial for long-term competitiveness, especially in areas like autonomous driving and advanced manufacturing. However, stimulating domestic EV demand through incentives and infrastructure improvements can provide immediate relief to underutilized factories. 2. **Northvolt's Struggles**: Northvolt's financial issues and job cuts are concerning for Europe's battery production ambitions. Germany could play a pivotal role by offering financial support or facilitating partnerships between Northvolt and German companies. This would help stabilize the supply chain and ensure that Europe remains competitive in the global battery market. 3. **White House's $1 Billion Fund**: The U.S. initiative to help auto suppliers transition to EVs is a proactive step. Germany could benefit from a similar approach, providing financial assistance and incentives to small and medium-sized suppliers. This would help them adapt to the EV shift and maintain their competitiveness. 4. **Foxconn-Stellantis JV in India**: The new R&D center in India focusing on semiconductors and EVs is a significant development. Germany can maintain its technological edge by investing in similar R&D initiatives and fostering collaborations between academia and industry. Additionally, supporting startups and SMEs in the semiconductor and EV sectors can drive innovation. 5. **Geely’s Vietnam Expansion**: Geely's investment in Vietnam highlights the growing competition from Chinese manufacturers. German automakers should respond by enhancing their presence in Southeast Asia through strategic partnerships and investments. Additionally, focusing on high-quality, innovative products can help differentiate German brands in these markets. Overall, Germany's automotive sector needs a multifaceted strategy that includes innovation, financial support, and global collaboration to navigate these challenges and seize new opportunities. What are your thoughts on these strategies?

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Pressurized gas (liquefied) electrolyte is a new variant that joins the series of liquid electrolyte, solid electrolyte, semi-solid electrolyte.   It is supposed to be better for charging at low temperatures, safer and less costly. I'm excited and even if it doesn't catch on, it shows that things will remain exciting and new technologies are constantly emerging in the cell and battery market, which is good and confirms my confidence.   #cell #battery #electrolyte   https://lnkd.in/e-X_3chY

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Although Chinese automakers have not penetrated the European market as deeply as initially expected, according to the latest sales data, their presence is stable. Various predictions exist, such as earlier projections that battery electric vehicle (BEV) sales would increase from 20 to 25 percent between 2023 and 2024. However, Dr. Wilhelm Graupner recently noted in a post that the backlog of vehicles in Bremerhaven is affecting these numbers. Another great summary he shared. See the following links for more information: [Wilhelm Graupner's LinkedIn Post](https://lnkd.in/dcNnckhS) and [Transport Environment Analysis](https://lnkd.in/d-cQfYBQ). I often draw parallels between the historical market entries of Japanese and Korean automakers to the current situation with Chinese automakers. A significant distinction today is the shift from internal combustion engine (ICE) vehicles to electric vehicles (EVs). Please review my previous post, which includes an excellent video from Thames about Japanese vehicles: [LinkedIn Post by Makdemir](https://lnkd.in/dqr5M2fU). I also recently came across a thought-provoking article by Paul Niedermeyer from 2019. Although its bold title claims that Europe was never conquered by Japanese auto, the article offers extensive details (also the differences between US and Europe) for consideration in today's context: [Curbside Classic Article](https://lnkd.in/dvM6D4H7). Despite the low sales figures for entry-level vehicles like the BYD Dolphin, the concept of small, affordable, and electrified vehicles is poised to significantly impact the market soon. https://lnkd.in/duJREpmj Yes the numbers are not supporting that idea yet but it is cruicial to see the swells coming from deep. https://lnkd.in/dpYUX-th Evidence? please examine the income of the masses... https://lnkd.in/dVggH26j #HaveaniceSunday #China #Electrification #JapaneseRaid #Europe #electrification #crisis #solution #BYD #Dolphin #Survival #macroeconomy #income

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It was a great pleasure to discuss the development of the Chinese car market with my colleague Jun JIN and Burkhard Riering, editor in chief of Automobilwoche, at our webcast session “From China - with love?”. Once again, it has become obvious how dynamic and innovative the Chinese market is. The numerous new brands popping up like mushrooms speak a clear language. At the same time, the uncompromising growth strategy to conquer market share is currently reaching its limits in China. Soon we will see consolidation. However, this is no reason for European OEMs to sit back and relax. The existing overcapacities will keep prices under pressure. Chinese OEMs will not be deterred from their path to Europe either. But they will probably focus more on co-operations and alliances in order to produce locally for local - whether brownfield or greenfield. European manufacturers should take advantage of the market momentum and continue on their chosen path of accelerated and agile product development. Many thanks to Burkhard Riering for the excellent moderation and the extremely relevant questions! And to Jun for his deep insights! If you missed the session:  👉https://lnkd.in/d8ryW6vq #pwc #automotive #transformation #china

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