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E-Mobility: In which sectors can successful business models of the future emerge?

Alongside digitization, autonomous driving, new services and changing user behavior, the electrification of the drivetrain in particular is revolutionary. After a hegemony of more than 100 years in which the combustion engine developed continuously and remained the primary drive form, e-mobility is finally gaining more and more importance around the globe.

While from a global perspective e-mobility is rapidly gaining ground and new players or legal requirements in countries like China and Norway are creating significant demand for e-cars, in Germany it is still waiting for its big break. Aspects such as very high premiums for e-vehicles compared with similar combustion cars, halting development of the charging infrastructure, and the lack of model diversity still represent major challenges for all players in the e-mobility market. There are, however, increasing signs of considerably greater dynamics in the coming years. OEMs have recognized the necessity of expanding e-mobility and already integrated it in their strategies for the future. If we look at the furious development of e-mobility in other markets such as China, this dynamism is absolutely imperative.

Potentials for other industries: Production, energy and services

While industry observers have highlighted potentially profitable business models based on e-mobility for the automotive industry, other industries are still searching for interesting growth areas. A number of different business segments look likely to manifest themselves in the three fields of production, energy and services.

  • The focus of production lies on the construction of vehicles/ powertrains and the provision of batteries or battery systems, together with components for e-mobility
  • The energy industry is targeting the generation of green energy, the development and operation of charging and battery stations, and energy-related services
  • Related services in the field of e-mobility would include digital services in and around the vehicle (e.g. IT & telematics services) and the financing and insurance of e-vehicles, together with sales and maintenance

We also advise our clients from various industries on issues such as the development of alternative drive concepts and the associated services and business models, on topics such as the market launch of electro-vehicles and the development of new products and services in the field of charging infrastructures, on energy storage concepts, and on vehicle-related digital services (e.g. smart car or smart home).