The European Automotive Industry at a Crossroads

AI
Just before the holidays, I was asked to keynote an event sponsored by the German American Chamber of Commerce. This article is an updated version of that presentation. It is even more relevant today following CES 2025 and the news streaming out of Europe. 1.    Introduction In 2019, I co-authored […]
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The OEMs’ Dilemma with Software-Defined Vehicles

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Automakers are facing a complex dilemma relating to software-defined new energy vehicles. Should they proceed with aggressively investing and developing software-defined vehicles while facing a slowdown in demand for battery electric vehicles (BEVs), or continue developing Internal Combustion Engine (ICE) and hybrid vehicles (including plug-in hybrids) that are based on […]
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CES 2024: AI and SDVs

AI
Another CES is behind us. The automotive and mobility extravaganza of years past was replaced this year by an AI extravaganza. For the automakers and their suppliers that participated at CES this year was about AI and Software-Defined Vehicles (SDVs). There were lots of demos involving AI and SDVs, and […]
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How Ford and Rival OEMs Are Pursuing Recurring Revenue from Customer Services

AI
Automakers want to capture a larger percentage of their customers’ lifetime value than they do today. As newcomer automakers, led by Tesla, are already demonstrating, to achieve this goal incumbents will need to offer services that the customer finds relevant. On Monday, Ford announced the creation of the Integrated Services […]
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  • 11 January 2023
    January 11, 2023
  • Author esimoudis
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  • Views 1461
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Software-Defined Vehicles: Automakers Should Stick to their Plans

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Automakers must address two questions because of the environment they are currently facing. First, will they be able to make the announced Software-Defined Vehicle investments in the timeline they were projecting, or will they need to slow down their investment pace? Second, will they face any negative implications if they […]
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