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Low-carbon transformation of car companies must properly solve industry pain points

Low-carbon transformation of car companies must properly solve industry pain points


This year, global car companies are aggressively laying out carbon neutral paths. On the one hand, they actively respond to climate change and environmental protection requirements; on the other hand, they are focusing on electrification to strive for a place in the competition of the automotive industry in the new era. In this process, various ambitious low-carbon emission reduction targets are also facing challenges, including increased costs caused by substantial improvements and upgrades on the production side, large-scale unemployment caused by industrial transformation, and the reshaping cycle of new industrial chains. Uncertainty and so on.

In terms of industrial transformation, CCUS (Carbon Capture, Utilization, and Storage) technology is clean but the cost is too high, so electrification has become the most practical way for car companies to achieve carbon neutrality goals. In the process of developing and launching electric vehicles, car companies are faced with many problems that need to be solved.

First of all, on the production side that produced a lot of carbon emissions in the past, many auto companies are making great efforts to invest and reform, and the financial cost pressure is unprecedented.

Mercedes-Benz announced that it will spend 730 million euros to build a new energy-saving factory. This factory named Factory 56 is located in Sindelfingen, Germany. It not only uses 5G technology and the automated production technology of the Industry 4.0 era to create a new factory building, but also uses smart technology to improve production efficiency, while also putting ecological balance in the first place, total energy demand It is 25% lower than other factories. On the roof of the factory, there is a storage solar energy system that can supply 30% of the annual electricity consumption of the factory, and a large area of ​​plants that can separate sewage are planted, and the stored rainwater is used in daily life.

Mercedes-Benz recently announced that the 10-person commercial vehicle Sprinter will be transformed into a pure electric model in the future and will be named eSprinter. It is expected to be launched on the market in the second half of 2023. Mercedes-Benz said that eSprinter will be produced at three plants in Germany and the United States.

This year, the Stellattis Group, which was formally merged by PSA and Fiat Chrysler (FCA), is also adjusting its factories. The group’s plant in Tremery, France, specializes in the production of diesel engines. The production volume of diesel engines in the plant in 2020 will be reduced by 10% compared with the previous year, and then will accelerate the decline, thus accelerating the pace of diesel power withdrawal from the market; on the other hand, the The plant area is also undergoing transformation. It is expected to produce 180,000 electric motors this year, and the target output will reach 900,000 electric motors by 2025.

It needs to be pointed out that the renovation of old factories and the establishment of new factories will put tremendous pressure on auto companies in the post-epidemic era. Balance sheets that have been traumatized during the epidemic may face greater challenges.

Secondly, the substantial shift in technology and industry has led to the replacement of traditional technicians. If the problem of large-scale unemployment of industrial workers cannot be effectively solved, it will also hinder the process of electric transformation of auto companies.

Compared with the manufacture of gasoline and diesel engines, the assembly of electric vehicle motors is much simpler in terms of parts and procedures. Therefore, the electrification transformation may cause some employees to lose their jobs.

Stellantis said that it will not close the factory due to product transformation and promises to protect the rights and interests of all employees. However, the market still predicts that some of its employees in France will lose their jobs as a result.

Finally, reshaping the supply chain will also bring huge financial uncertainty to auto companies.

Automakers want more control over the core components of electric vehicles. However, due to their lack of R&D and production capabilities for parts and components, and insufficient investment in related fields, it is a general trend to establish joint ventures with professional suppliers.

The battery is the core component of electric vehicles and has always been the focus of the industrial layout. At present, a joint venture between General Motors and South Korean battery giant LG Chem is producing batteries; Stellatis and Volkswagen have reached agreements with several battery companies in Europe; Toyota Motor Corporation and Matsushita Electric Industrial Co. also have battery cooperation agreements. Ford Motor Company said last month that it hopes to enter the field of battery production.

Achieving the goal of carbon neutrality requires a lot of technological innovation and clean technology innovation, so the competition and cooperation between car companies and technology companies have become increasingly prominent.

A considerable number of auto companies seek cooperation with technology companies through acquisitions and signing agreements. At the same time, technology companies have spontaneously entered the market to become a new force in car manufacturing, which also brings challenges to traditional car companies.

In the era of electric vehicles, technology companies have gradually become key players in the automotive industry, and cars have become more and more like giant computers on wheels. For traditional car companies seeking the support of technology companies to achieve their carbon neutral goals, it is important to form partnerships in a timely manner so as not to fall behind in the low-carbon competition in an industry where technology is king.



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AboutMicro News: Low-carbon transformation of car companies must properly solve industry pain points
Low-carbon transformation of car companies must properly solve industry pain points
Low-carbon transformation of car companies must properly solve industry pain points
AboutMicro News
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