Bosch... Very Interesting
 

I was at a conference yesterday:

GCVI Summit 2020 - Event Summary | Online Registration by Cvent

$3-4k per ticket. All auto manufacturers and many suppliers from all levels had folks there.

While there, one of the guys I was with let me know about this:

https://www.autoblog.com/2020/01/29/bosch-profit-world-car-production/

"Ten workers are needed to make a diesel injection system, three for a gasoline system, and one to produce an electric motor, he said."

What do they mean by "system"?

Doesn't an EV have a very complicated "system "?

I am not doubting an EV might require less labor. But 10 to 1 vs diesel?

I think he is just talking about the injection system....

The key to me is that these are public comments from a biz leader... they have top be vetted.

I can envision that the numbers, when multiplied out on sophisticated spreadsheets, can be staggering.

Different tiers in the mobility ecosystem, massive ripple effects all the way out to the outer rings.

Confluence.

Things are changing rapidly.

Tech/biz tsunami... lots of ripple effects

It seems to me that I read something similar from Bosch last year.

I have not looked into the recent past, but of course with public companies there can be ongoing guidance.

Given where I was yesterday and the people at the conference, this news struck me as interesting.

I am just learning about what is going on in Future of Mobility... getting up to speed by insiders on the biz/tech side

I see Borg Warner is buying Delphi...

Lots happening, and more to come

Tsunami

Electric motors are very simple. But I have to believe that battery production is substantially more labor intensive, particularly if you take into account the mining of elements to create them.

There is a lot of info out there about existing and projected costs... for example:

https://www.mckinsey.com/industries/automotive-and-assembly/our-insights/making-electric-vehicles-profitable

One thing I thought about for the first time yesterday, and got some confirmation about is production cresting as part of the sea change/disruption.

I just stopped by the conference... what I saw and heard in my brief visit with an attendee and another colleague (some friends/colleagues in the venture space with extensive mobility experience and interest) was very stimulating.

Things are changing, really, really fast.

What would you do if 90% or more of your global business revenues related to ICE???

Build the wall a bit higher, and make a convincing argument to go farther below the surface.

Forum is suffering from a surfeit of interesting topics I see...

http://forums.pelicanparts.com/off-topic-discussions/1051206-well-interesting-us.html

This is the same reason why manufacturers have gone to Electric power steering... Electric motor is simpler, no fluid, no pump, no hoses, only draws energy when you actually move the wheel. It's no longer an IF, it's a when we go all electric.

What's ironic to me is at the same time we're struggling with global warming and a future increase demand in electricity, governments are shutting down Nuclear power plants which are the cleanest possible way to fix the problem... (yes even factoring fukushima like events, way more people die of coal pollution or gas explosions or whatever)

meanwhile I haven't been in an office in a year.
My (Fortune 50 company) colleagues all video conference instead of call each other around the world instantly and I'm seeing way fewer offices in the background and more bedrooms and kitchens.
Amazon to handle shopping, Netflix to handle movies

While electric cars are targeting ICE cars, electronic delivery is minimizing the need for all personal cars or mileage on those cars period because the personal transportation market overall is shrinking.

Imagine if we did not "go" electric at all but have a transportation contract that covers car/truck/SchoolBus/movingVan/train/plane where you are the cargo and "they" use their logistics systems to meet the tier of service you (or your company) pay for.