Frédéric Lissalde

There's a good coverage of the interview I gave SAE International in anticipation of my talk at #WCX in #Detroit last week. We discuss how traditional and new automotive companies are different but also beginning to learn from one another. In that interview I also point out that established automakers are exceedingly practiced at R&D, design, engineering, manufacturing and distribution, a process that is sometimes overlooked, dismissed, ignored by newcomers. And I also explain that newcomers are diving headfirst into the digital world, and with software, they can innovate much more quickly because coding something new goes much faster than building new hardware. Read the article under the link below and let me know what you think. #automotive #engineering #mobility #electricvehicles #automateddriving #detroit #siliconvalley https://lnkd.in/eSC5zfRD

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We are talking about this in class right now (along w/ Negotiation): “OEMs had an avg profit margin of 8.1% in the 1st quarter, more than 2% higher than auto suppliers…while suppliers stabilized between 5-6%...The challenge for suppliers is that they’re suffering from higher material & energy costs, which they can only partially pass on to OEMs.” https://lnkd.in/gY__BVRs Almost 1/2 of U.S. employees do not feel confident in their negotiation skills: https://lnkd.in/eRM-mJ6J Also: Toyota, Honda and GM Best Automakers to Work With, Suppliers Say: https://lnkd.in/gkU5R3qW Notice: “Cost recovery mechanisms should not be judged in isolation. Inflation-driven cost increases & adjustments need to be addressed in a timely manner that is consistent, tested, & institutionalized & supported by OEM & supplier cost reduction efforts.” 70% of new supplier agreements contain inflation driven economic adjustment clauses with the use of indices being the most common. https://lnkd.in/g_ByzrNU. It might be time for price risk sharing in buyer-supplier relationships. https://lnkd.in/gwPfkdkK   I have asked a lot of SCM managers how they “prepare” to negotiate price increase requests from their suppliers. In particular, I was curious about how and where they get their data from (i.e., CME, COMEX, etc.). Many said their suppliers provide that information. I am not convinced that using data from your suppliers is a form of “Preparation” for negotiation.   What are buyers to do? Procurement orgs need processes & “tools” to mitigate & negotiate on these requests in a strategic, data-driven manner (& we/I need to do a better job of teaching it). Some of our alumni are already testing and / or implementing automated business processes based on such tools, serving as the basis for addressing price indexing implementations (formulas, economic adjustments, etc.) & we're following these implementations from an academic perspective (so that we can teach it). https://lnkd.in/gNrUtNU5 Some Practices that Can Make Your Commodity Related Supply Chain Job More Fun and Rewarding ($$$): https://lnkd.in/gwPfkdkK. #inflation #procurement #rawmaterials #supplychain

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CTI SYMPOSIUM - Automotive • Powertrain • Systems, ZF Group, and ACT Expo / ACT News Today was filled with great discussions and insightful remarks on the future of Commercial Vehicle powertrains at the CTI SYMPOSIUM - Automotive • Powertrain • Systems. The industry is marching towards a carbon-free future while focusing to overcome infrastructure limitations and creating TCO optimized solutions that make sense for the end user. BEV’s are the endgame but not a short-term one fits all solution. Depending on regional boundary conditions in regard to infrastructure, legislation and clean energy availability, customers will choose from a diverse array of electric, hydrogen, diesel or alternative fuel powered vehicles to serve the individual need of the application. A diverse landscape of powertrain choices will become the "new normal", such as clean transmissions, integrated eAxles, and hybrid transmissions. This shift highlights the critical importance of product portfolio modularity, efficiency focus and deep software-based system integration. And equally important becomes the flexibility in manufacturing capacity balancing between those technologies. This adaptability is vital for market demand based operations. By focusing on TCO-optimized solutions, we aim to achieve sustainability without compromising cost-effectiveness. These elements together will shape the future of commercial vehicle powertrains. At ZF Group, our strategic investments in an industry-leading modular eDrive portfolio and best-in-class conventional transmission systems, positions us uniquely to meet these future challenges. Thank you to all who listened in and let's continue to have these "electrifying" discussions at @ACT Expo next week in Las Vegas!  #CTISymposium #HeavyDutyTrucks #Powertrains #AutomotiveInnovation #CTI_sym 

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Notice: “Cost recovery mechanisms should not be judged in isolation. Inflation-driven cost increases & adjustments need to be addressed in a timely manner that is consistent, tested, & institutionalized & supported by OEM & supplier cost reduction efforts.” Automotive Profitability: How OEM and Supplier Margins Are Faring: “OEMs had an avg profit margin of 8.1% in the first quarter, more than 2 percentage points higher than automotive suppliers…while suppliers stabilized between 5-6%...The challenge for suppliers is that they’re suffering from higher material & energy costs, which they can only partially pass on to OEMs.” https://lnkd.in/gY__BVRs. 70% of new supplier agreements contain inflation driven economic adjustment clauses with the use of indices being the most common. https://lnkd.in/g_ByzrNU. It might be time for price risk sharing in buyer-supplier relationships.   Has Strategic Cost Mgmt (i.e., Price Analysis) become a lost art? Tools we use to teach this: https://lnkd.in/gwPfkdkK. Managing inflationary price risks in supplier-buyer contracts through indexing: Operational challenges and solutions... https://lnkd.in/eUfxt_P9 #inflation #procurement #rawmaterials #supplychain #pricing

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At this year’s BEV In-Depth: Mines to Mobility conference, I articulated that addressing affordability is one of the most important issues that the EV ecosystem will have to tackle as we move toward 2030 and beyond.   We continue to assess the scope of our activities and the options open to us for the procurement of raw materials, mainly toward battery production. The key for Honda will be to ensure a cost-competitive, stable supply of minerals and precious metals, ideally in close proximity to our processing facilities.   Efficiencies gained from Honda’s unique Canadian approach will strongly contribute to our environmental objectives and reduce the cost of our batteries by 20% and the cost of our EV production by 35% compared to what they are today… All of which will contribute to making our EVs more affordable for consumers.    Sudbury - Canada's Resourceful City

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In the rapidly evolving world of automotive technology, we're at a fascinating crossroads where the surge in advanced driver assistance systems (ADAS) meets the age-old tradition of vehicle customization. With ADAS tech designed to enhance safety and convenience, there's a burgeoning conversation on how this impacts aftermarket modifications. This shift could significantly disrupt the traditional aftermarket industry, sparking important discussions on the right to repair and the necessity for collaboration across the sector. How do we balance innovation with customization? Join the conversation and share your thoughts below. #ADAS #Calibrations https://lnkd.in/gFXUAGDR

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Global Master Electric Vehicle Data and Forecast https://lnkd.in/dtGv8gzy ACG Electric Mobility has released the Global Electric Vehicle Data. China, Europe, India, USA, Japan, South Korea, Australia, and Rest of the world. The data gives insight into the Global Electric Vehicle. The Data is useful for Vehicle Manufacturers, Component Manufacturers, and Consulting Firms, Government for policy makers, Charging Infrastructure, Electricity Planning organization, The data has been also categorised based on Vehicle Type: Electric Passenger car Electric Commercial vehicle – LDT, MDT, and HDT Electric Bus Electric Two Wheeler Electric Three Wheeler The following Data has been covered: Time Period – 2015 to 2030 Region-wise EV Sales from 2015 to 2030. Global Annual Passenger Vehicle Sales (in Units) by Drivetrain – Battery Electric vehicle, PHEV, Fuel Cell, and ICE Total Fleet by Drivetrain Global Share of Annual Passenger Vehicle distance travelled by Drivetrain Region (Global) wise Passenger Vehicle Fleet – China, Europe, US, India, Japan, Australia, South Korea, and RoW Fleet Types: Annual Kilometres travelled by the passenger vehicle – Private Vehicle, Shared Vehicle, and Robotaxis Region-wise Current Electric Bus Sales and Forecast Combined Electric Two Wheeler and Three Wheeler Fleet Vehicle Travelled by each segment and each region  Global Electric Two-Wheeler Fleet Outlook China India Indonesia Vietnam Pakistan Thailand Taiwan Europe Japan USA South Korea Australia Commercial Vehicle Sales by Drivetrain – Light Commercial Vehicle, Medium Commercial Vehicle, and Heavy Commercial vehicle: Battery Electric, Fuel Cell, Diesel & gasoline, and Natural Gas Global Share of New Vehicle Sales with different Autonomous level: ADAS/Level 2+ Automation Robotaxis/Level 4+ Automation Limited Autonomy features #electricvehicle #electriccar #electrictruck #electricbus #ev #data #automotiveindustry

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📰 News: 📰 🔔 --Big Shifts at Stellantis: Mamatha Chamarthi Moves On!-- 🚗👩‍💼 Mamatha Chamarthi, the powerhouse behind Stellantis' software business, has stepped down, joining a host of other high-profile executives exiting the automaker. Let's put some numbers on the table: 📈 --34 million--: This is the number of connected vehicles Stellantis plans to have on the road by 2030. 💰 --$22 billion--: This is the annual revenue Stellantis aims to generate from its software division by 2030. ✨ --6--: Including Chamarthi, six senior execs have left Stellantis in recent times. Big changes are afoot! Chamarthi’s career is nothing short of inspirational – from starting as a software programmer at Chrysler in 1996 to becoming the Chief Information Officer and finally excelling in her latest role at Stellantis. Her successor, Cristiani Campos, brings extensive business development experience and a strong financial background. What are your thoughts on these changes at Stellantis? Do you think it will impact their ambitious targets? 🤔 Join the conversation below and don’t forget to follow Bernier Group for more industry insights! 🚀 #Hospitality #Ecommerce #Retail #Commerce #Manufacturing #Logistics #Strategy #Innovation #Business #ArtificialIntelligence #AnniQ https://lnkd.in/epakUasn

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Global Master Electric Vehicle Data and Forecast https://lnkd.in/dtGv8gzy ACG Electric Mobility has released the Global Electric Vehicle Data. China, Europe, India, USA, Japan, South Korea, Australia, and Rest of the world. The data gives insight into the Global Electric Vehicle. The Data is useful for Vehicle Manufacturers, Component Manufacturers, and Consulting Firms, Government for policy makers, Charging Infrastructure, Electricity Planning organization, The data has been also categorised based on Vehicle Type: Electric Passenger car Electric Commercial vehicle – LDT, MDT, and HDT Electric Bus Electric Two Wheeler Electric Three Wheeler The following Data has been covered: Time Period – 2015 to 2030 Region-wise EV Sales from 2015 to 2030. Global Annual Passenger Vehicle Sales (in Units) by Drivetrain – Battery Electric vehicle, PHEV, Fuel Cell, and ICE Total Fleet by Drivetrain Global Share of Annual Passenger Vehicle distance travelled by Drivetrain Region (Global) wise Passenger Vehicle Fleet – China, Europe, US, India, Japan, Australia, South Korea, and RoW Fleet Types: Annual Kilometres travelled by the passenger vehicle – Private Vehicle, Shared Vehicle, and Robotaxis Region-wise Current Electric Bus Sales and Forecast Combined Electric Two Wheeler and Three Wheeler Fleet #electricvehicle #electriccars #electrictruck #electricbus #ev #evs #automotiveindustry

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Industry News Update The Joint Venture for Passenger Car Chassis Systems between ZF and Foxconn closes, accelerating strategic innovation Read the full news https://lnkd.in/g7Pv3faC #gear #geartechnology #mechanicalengineering #maintenance #grinding #modernengineering #precision #environment #environmentfriendly #sustainable #engineering #mechanical #magazine #lubrication #industry #engines #tool #tools #mechanicaldesign #mechanics #machinelearning #machine #machinedesign #machinedparts #gearbox #automotive #app #productivity #lubrication #operations #machine #study #notes #engineering #study #articles #energy #economic #efficiency #technology #gearbox #gearboxdesign #automotive #automotiveindustry #power #microstructure

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An interesting post about #circular model resharing here. Firstly its hard to believe in the modern age automation system, the old parts at the end of life go to landfill. However "circular certified" is an interesting model with a challenge of making sure the customers contact back for worn out parts/system (unless you tie them through contracts) But this is where the "#as a service" business model shows why it solves circularity problem much easily - with OEMs owning the products during its life cycle and having full control of increasing the life cycle of the products till recycle, increased earning through the life cycle and also creating value for customer to pay per usage/consumption. A Win-Win proposition. #circularity #Servicization #As a service

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The global advanced driver assistance (ADAS) market size is projected to grow from 334 million units in 2024 to 655 million units by 2030, at a compound annual growth rate of 11.9%, according to a new report by MarketsandMarkets. #OpusIVS #collision #adas https://loom.ly/Enaje_Y

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