Automakers: Consolidate or Perish?

Описание: In this episode, Mark Hall and Dr. Walter Kemmsies discuss Mergers and Acquisitions (M&A) in the auto industry. Automakers are driven by various factors such as the transition to electric vehicles (EVs), new technological developments, global competition, and the need for economies of scale. Increasingly, they are looking to expand into emerging markets like China, India, and Southeast Asia, where the demand for automobiles is growing rapidly. This can lead to acquisitions of local players or partnerships with regional manufacturers.

Chapters
00:00 - 00:50 Intro
00:51 - 02:12 Auto Industry
02:13 - 04:01 Building a car platform
04:02 - 05:23 EV is not selling well
05:24 - 07:42 China pushing to manufacture more EV
07:43 - 09:40 The environment and transition to EV
09:41 - 11:05 Supply more than demand. M&A inevitable
11:06 - 12:32 Old school automakers GM Volkswagen
12:33 - 12:46 150 to 30 automakers
12:47 - 13:41 New auto facilities in the south east
13:42 - 14:13 Hyundai and Georgia Tech develop Hydrogen and Hybrid
14:14 - 14:40 Short Short



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