7
1) New technologies and software solutions
dramatically change the car as we know it
CHANGES IN PRODUCTION THROUGH ELECTRIFICATION
OUTLOOK
SHARE OF ELECTRIC VEHICLES IN TOTAL REGISTRATIONS [1] MOVING ENGINE PARTS [#]
15-25%
100
~250k jobs in the
German supplier
industry affected
The shift from pure combustion
engines towards electrified
powertrains will change the
development process for cars
as well as inspection and
maintenance measures.
<1%
2016
2025
U.S. DEPART. OF ENERGY – WEIGHT REDUCTION TARGETS
54%
40%
26%
20%
2020
2030
ICEs BEVs
1
Combustion engine Electric engine
LINES OF SOFTWARE CODE [millions]
Autonomous driving car >300
Airbus A380 100
Car in 2013 100
Windows Vista 50
Ford GT (MY 2017) 10
787 - Dreamliner 7
Eurofighter Typhoon 1.5
Space Shuttle 0.4
First, various components will
become obsolete, which will
affect ~250k jobs (31%) in
the German supplier industry.
Second, weight reduction will
drive the share of multi-material
processing (e.g. carbon and
aluminum).
Third, there will be a drastic
increase in software use coupled
with requirements to integrate
connectivity solutions, autonomous
driving and electrified powertrains.
[1] BEV or PHEV
Source: VDA press release,12/2/2016; Frankfurter Rundschau,12/28/2016; Volkswagen Website; NYC Aviation Website; New York Times, 9/26/2015; Final
report of the U.S. Department of Energy, 2/21/2013; Computerbild, 4/5/2015; NASA Website; BAE Systems Case Study; goetzpartners analysis