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Ännu bättre vore att sälja bort alla aktier i Toyota och satsa på de som faktiskt går mer eller mindre all in på elbilar. Tesla är så klart den första jag tänker på eftersom de inte gjort något annat än elbilar och ligger i framkant där, men jag tror starkt på Volkswagen också som verkar ta det seriöst.
Men i slutändan så handlar det mycket om vem som kan få fram batterier i tillräckligt snabb takt och även där ligger Tesla i framkant som börjat med sin egen batteritillverkning utöver att de så klart köper från andra också.
Men i slutändan så handlar det mycket om vem som kan få fram batterier i tillräckligt snabb takt och även där ligger Tesla i framkant som börjat med sin egen batteritillverkning utöver att de så klart köper från andra också.
Absolut. Tror mycket på VAG-gruppen. Tror de kan lätt gå om Toyota och bli framtida #1 biltillverkare i världen. De är den av de största biltillverkarna som satsar extremt mycket på övergången till elbilar. Är övertygad om att de är väl positionerade att lyckas. Detta kommer komma aktieägarna till godo på sikt.
https://www.volkswagenag.com/en/news...ery-elect.html
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NEW AUTO: Volkswagen Group set to unleash value in battery-electric autonomous mobility world.
Profit and revenue pools are expected to shift gradually from internal combustion engine cars (ICEs) to battery-electric vehicles (BEVs) and then to software and services, boosted by autonomous driving. The ICE market is set to decline by more than 20% over the next 10 years. In parallel, BEVs are projected to grow rapidly and overtake ICEs as a leading technology. At an estimated €1.2 trillion, by 2030, software enabled sales could add around one third on top of the expected BEV and ICE sales, more than doubling the overall mobility market from around €2 trillion today to a projected €5 trillion. Individual mobility, based on cars, is expected to still account for 85% of the market and Volkswagen’s business.
Higher CO2/Euro 7 costs and tax disadvantages will likely further narrow ICE margins. Overall, margin parity should be reached within the next two to three years.
Software plays the decisive role in the transformation from a pure car company to an integrated mobility group. By 2030, software – on the basis of automated driving – can become a major source of income in our industry”, said CARIAD CEO Dirk Hilgenberg. The new unified 2.0 software platform for on-board connectivity and software to be rolled out throughout the Group with the SSP, will open the way to a completely new ecosystem and thus also to new data-based business models.
BEVs will become mobile power banks that can be fully integrated in the energy grid through bi-directional charging. This will enable us to generate additional profits from participation in the energy market by 2030.”
Future profit pools are very promising: by 2030, the total market for mobility as a service in the five largest European markets alone is expected to amount to $70 billion.
Profit and revenue pools are expected to shift gradually from internal combustion engine cars (ICEs) to battery-electric vehicles (BEVs) and then to software and services, boosted by autonomous driving. The ICE market is set to decline by more than 20% over the next 10 years. In parallel, BEVs are projected to grow rapidly and overtake ICEs as a leading technology. At an estimated €1.2 trillion, by 2030, software enabled sales could add around one third on top of the expected BEV and ICE sales, more than doubling the overall mobility market from around €2 trillion today to a projected €5 trillion. Individual mobility, based on cars, is expected to still account for 85% of the market and Volkswagen’s business.
Higher CO2/Euro 7 costs and tax disadvantages will likely further narrow ICE margins. Overall, margin parity should be reached within the next two to three years.
Software plays the decisive role in the transformation from a pure car company to an integrated mobility group. By 2030, software – on the basis of automated driving – can become a major source of income in our industry”, said CARIAD CEO Dirk Hilgenberg. The new unified 2.0 software platform for on-board connectivity and software to be rolled out throughout the Group with the SSP, will open the way to a completely new ecosystem and thus also to new data-based business models.
BEVs will become mobile power banks that can be fully integrated in the energy grid through bi-directional charging. This will enable us to generate additional profits from participation in the energy market by 2030.”
Future profit pools are very promising: by 2030, the total market for mobility as a service in the five largest European markets alone is expected to amount to $70 billion.
