Post on 26-May-2020
transcript
Justine Bornstein, Deloitte LLC4 December 2018
The future of mobility: How will it impact the energy industry?
UKCS upstream supply chain collaboration survey
Collaboration at a crossroads – which way is next?
For access to exclusive content in advance of our launch, visit deloitte.co.uk/UKCScollabpreview
The survey provides a snapshot of how operators and suppliers are collaborating as well as the health of supply chain collaboration in the UKCS overall. By highlighting where collaboration is successful or not, the report provides insight to help organisations improve their performance.
What will the new ecosystem look like and how will it operate?
Where will value be created and captured?
How should an organization transform its strategy, business model, product portfolio and capabilities to succeed?
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Key questions for a dynamic and changing environment
Converging forces will likely give rise to the emergence of four future states of mobility…
Extent to which autonomous vehicle technologies become pervasive:
• Depends upon several key factors as catalysts or deterrents—e.g., technology, regulation, social acceptance
• Vehicle technologies will increasingly become "smart”; the human-machine interface shifts toward greater machine control
Extent to which vehicles are personally owned or shared:
• Depends upon personal preferences and economics
• Higher degree of shared ownership increases system-wide asset efficiency
Future states of mobility
Personal Shared
Auto
nom
ous*
Driver
Assis
ted
Vehicle ownership
Veh
icle
co
ntr
ol
Shared Autonomous
SharedDriver-Driven
Personally Owned Autonomous
Personally Owned Driver-Driven1 2
3 4
Asset efficiencyLow High
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Future Mobility Ecosystem
Companies need to make decisions about where to play
P
Smart
HomeParking
Roads &
Highways
Transit
Hubs
FinishStart
WalkwaysRoads & Bike
Paths
Vehicles
Parts and
Suppliers
Car and
Pod OEM
Autonomous Drive
Hardware and Software
Mobility management
Relationship
Management
User
Control
Predictive
Analytics
Mobility Data
CollectionContent
Creation
Predictive Content
Analytics
In-Vehicle Experience
In-Vehicle
Services
Physical InfrastructureFleet Operation Energy Infrastructure
Procurement
Finance & Insurance
Vehicle Tracking
Setup, Scheduling &
Allocation
Flow Mgmt.
Congestion
Pricing
Highway Tolls
Parking Mgmt. Battery Lifecycle
Mgmt.
Smart
ConsumptionSupply Chain
Mgmt.Traffic Train Bus Tolls
Pricing, Payments and Insurance
Facilitating Ecosystems
Policy
Mobility Manager
Infrastructure Enabler
Experience Enabler
Developmentand Mfg.
Opportunity
Space
Railways Destination
ConnectivitySecurity &
RiskHorizontal
OS
Cyber Infrastructure
Maintenance
Stations
Source: Deloitte Analysis
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Case Study - Daimler
It has made significant investments across multiple areas of new mobility
Source: Deloitte Analysis
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Smart Home Parking DestinationRoads & HighwaysBike Path/
WalkwaysBus
Subway /
Light RailTransit Hubs
Traffic Train Bus Tolls
Maintenance
Stations
Vehicles
Fleet Management Physical Infrastructure
Finish
Start
Mobility
ManagementIn-Vehicle Experience
Cyber Infrastructure
B
Energy Infrastructure
Daimler FS / Facilitating Ecosystems
Finance / Leasing, Payments and Insurance Data Management
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Case Study - Daimler
Investing broadly to build, acquire, or gain access to capabilities
Connected
Autonomous
Shared andServices
Electric
Other
2012 2013 2014 2015 2016 20172011
Uber
EV Charging JV in Europe
JV – Business
PartnershipJV – Minor Stake
Car2Go
BYD
Bosch
NYPD
AV testing in CA, USA
JV – Major stake /
acquisitionInnovation
smart ready to drop
NANOSLIDE
ECO Thermo
CoverBlueDIRECT
CityPilot
Collision Prevention Plus
Active Blind Spot AssistDistonic PlusAdaptive Brake Assist
Parktronic PlusMagic Body ControlCross-traffic assist
Intelligent Drive
MercedesMe
Mercedes Pay
pacTris
Predictive Powertrain Control
OmniPlusMatternet
Starship
Zonar Systems
Detroit Connect’s Virtual Technician
Foton
Urban eTruck
Pilot
Fleetboard DispoPilot
Highway Pilot
Truck
Freightliner Inspiration
HERE
RideScoutGlobeSherpa
myTaxi
Hailo
Blacklane
PayCash
AutoGravity
Intel
moovel
CrooveTomTomAthlon
ARENA 2036
Qualcomm Wi-Fi
Smart factory
adVANce
AREUS
“Innovation Cluster” L1/L2 Automation features
“JV / Acquisition Cluster” Sharing, financing, and fleet management platforms
ChargePoint
Google Home
MobilityX /
Capital Factory
Mercedes
Energy
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Several sectors are participating in EV infrastructure build-out but no single one can do it all
Hardware manufacturers
Power companies/utilities
Independents
Auto manufacturers
Oil and Gas Companies
Sectorsbuilding public
EVcharging
infrastructure
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Smart grid
management
Network
management
software
The EV infrastructure value chain has many parts and opportunities for a variety of players
Software
Charge point
manufacturer
Charge
point
installer
Power generation
(includes renewables and
decentralized sources)
Power
distribution
Supply EV
charging
points
Operation
and
maintenance
Recycling
Ch
arg
ing
in
frastr
uctu
re
EV charging infrastructure value chain
Smart grid
access
Smart
charging
capability
Energy
consumption
management
Hardware
Supply Delivery Customer Management
Services
ResidentialCommercial
Smart generation with advanced monitoring and controls
Smart transmissionand distribution
Advanced inter-connected solutions and self-service
Enhanced user experience and productivity
Infrastructure planning Financing and installation Management and ownership
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Is the future electric?
EV adoption likely to jump after 2023
• This is due to technological improvements mentioned above
• It is probably the biggest cost
•We will eventually need smart charging and V2G—but in 10+ years
Grid will need to be reinforced
•Many players coming into this field—very fragmented
•No one sector—at present—can run the whole value chain
•Understand where to play and how to win—then partner up
New business models will be created
• Range improvements
• Charging speed improvements
• Increase in number of models
• Cost reductions
Will need more public charging infrastructure
• For people who do not have access to home or work charging
• Increase in shared mobility means more fleet charging
•Deal with different ways EVs charge vs petrol fill-ups
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