AAH #649 – EV Darwinism: The Suppliers Which Will Go Extinct
May 25th, 2023 at 2:57pm
TOPICS:
- The threat of vertical integration
- Were eAxles a bad bet?
- Suppliers being left out of software defined vehicles
- Ford Capital Markets Day
PANEL:
Michael Robinet, S&P Global Mobility
Keith Naughton, Bloomberg
Gary Vasilash, on Automotive
John McElroy, Autoline.tv
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Comments (4)
May 27th, 2023 at 7:39 am
Please try to control volume, some you speak low others like Michael Robinet are loud thank you
May 27th, 2023 at 7:39 am
Please try to control volume, some you speak low others like Michael Robinet are loud thank you
May 27th, 2023 at 9:44 am
Finally, some real talk and estimate of the substantial job losses to come in just a few years. To my knowledge,not a single OEM is forecasting a reduction in sales. We will buy about one million EV’s this year in USA. That is not an increase in volume,but is a reduction in ICE cars.
May 28th, 2023 at 12:45 am
Love it all!
New EV sales are not ‘bonus’ sales, but replacement sales. Those that don’t understand that will wither and die.