elektromobilita - mzp.cz · thought shaper 1 we have global reach ... bcg_elektromobilita_ stav a...

Elektromobilita Stav a vývoj – Globální trendy

10. března 2017

Elektromobilita_ stav a vývoj, globální trendy_ 2017-03-10_v06_OS.pptx 1

Cop

yrig

ht ©

201

6 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

The Boston Consulting Group (BCG) is a major international strategic consultancy and global thought leader on e-mobility

4

• We are a truly global company with dedicated e-mobility experts across geographies and industry practice areas including automotive, utilities and public sector

3 We are global e-mobility thought shaper

1

We have global reach and international experts

We are leading global strategic consultancy

• Founded in 1963, BCG is the leading strategic consultancy with 85 offices in 48 countries, ~1,000 expert partners and $5B annual revenues

5

• We are the consultant of choice for leading private and public sector players for e-mobility strategy projects

• We supported almost 40 e-mobility projects over the last 3 years

We have extensive hands-on experience

• We have helped to shape the e-mobility industry from the very start

• We have 'seat at the table' at major global e-mobility events including the World Economic Forum in Davos

Our opinion is independent and unbiased

• We are an independent consultancy with no direct financial stake in the game

• Our opinion is unbiased as we are not trying to sell any e-mobility product or service

2

BCG_Elektromobilita_ stav a vývoj globální trendy.pptx 2

Draft—for discussion only

Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

Mobility revolution is visibly gaining momentum across many areas in both private and public sectors

Private sector

"100 self-driving cars set to hit Sweden’s public roads in 2017"

"Oslo moves to ban cars from city center within four years"

"Singapore is getting the world's first fully autonomous taxi service"

"25% of all transportation in Dubai will be smart and driverless by 2030"

"Driverless buses are coming to public-transit- phobic Beverly Hills"

1. Selected examples of relevant companies with investment activity Source: BCG Analysis, World Economic Forum, Quid.com, Press search

E-Hailing/Hailing services

Carpooling/Ride-sharing

Navigation systems Connected car

Car sharing

Advanced Driver Assistance "Boston is currently testing autonomous vehicle scenarios with the support of BCG."

Autonomous car Electric car

Public sector

http://international.goteborg.se/

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0ahUKEwjw0ZqzjcPMAhXJ8z4KHZm8DbAQjRwIBw&url=http://www.medicineheads.com/hjem/identity/redesign/&bvm=bv.121099550,d.dmo&psig=AFQjCNEovJWG4TMkx8B99EuNn0JsjD1M0Q&ust=1462543322053526

https://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0ahUKEwjonIv8jMPMAhUBdT4KHf4QA7AQjRwIBw&url=https://en.wikipedia.org/wiki/Lion_head_symbol_of_Singapore&bvm=bv.121099550,d.dmo&psig=AFQjCNF7HZ2lQ2-LFemgKyvQY9cciQaJig&ust=1462543419647399

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0ahUKEwin0qScjcPMAhUBdT4KHf4QA7AQjRwIBw&url=http://www.division-dubai.com/new-logo-for-dubai/&bvm=bv.121099550,d.dmo&psig=AFQjCNEna1kg6aQbQLpqEm02k7HQbthWmw&ust=1462543455249149

https://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0ahUKEwj44a3ojMPMAhVJzz4KHU93BrAQjRwIBw&url=https://commons.wikimedia.org/wiki/File:BeverlyHills_logo.jpg&psig=AFQjCNF_wPXjixRw7dz033LxTWJo2jiSRg&ust=1462543379561976



Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

Our recent project experience shows the breadth of e-mobility topics and sectors involved across geographies

Client Short project description

Major city in the Netherlands Developed driverless vehicle / autonomous driving strategy for a Dutch municipality

Japanese car manufacturer Supported developing a smart city strategy for sustainable mobility, with focus on electric vehicle infrastructure

Operator of parking garages Conducted strategic review and proposed new smart parking strategy

Public transport company Created the 2020 strategy focused on e-mobility for a public transport company

World Economic Forum Conducted comprehensive analysis of self-driving vehicles and urban mobility

Global mobility solutions provider Analyzed technology solutions landscape around autonomous vehicles and determined client way forward on traffic mgmt.

Premium car OEM Built new e-mobility business concept at intersection of vehicle connectivity, autonomous driving, sharing, and electric drive

Multinational technology company Reviewed the future mobility landscape with focus on autonomous driving, e-mobility and car sharing

Geography

Over the last three years we supported almost 40 e-mobility related projects for major private and public sector players

Global automotive company Provided support in launching a car sharing pilot in the US for a global automotive company's new electricvehicle

Leading energy utility Assessed robustness of e-mobility strategy at a European energy utility



Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

We see 3 interrelated e-mobility game-changers: autonomous driving & e-cars, new mobility services and e-infrastructure

AUTONOMOUS DRIVING & E-CARS

NEW MOBILITY SERVICES

E-MOBILITY INFRASTRUCTURE

1 2

3



Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.





1 2

3



Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

Autonomous vehicles are taking off – first cars with self-driving features already on the road

Source: Press research, BCG analysis

Gothenburg, Volvo "Drive Me" project to launch 100 SDVs in Gothenburg in 2017

California/Texas, Google 1.5 million miles driven on modified Lexus SUVs and prototype vehicles

Pittsburgh, Uber 100 SDVs to be provided by Volvo and Ford by end of 2016

Fujisawa, Robo Taxi Field test for driverless Toyota taxis, roll-out planned for Olympics 2020

Self-driving cars

Amsterdam, Daimler Autonomous bus pilot on dedicated lane at Amsterdam airport

Singapore Several projects underway, e.g., in cooperation with EasyMile

Sion, Navya Self-driving inner-city mini buses operated by PostBus

Milton Keynes, RDM Driverless 2-seater trial pods since 2015, 100 pods planned by 2017

Self-driving (mini-)buses and pods

Platooning challenge DAF, Daimler, MAN, IVECO, Scania and Volvo platooning on public roads

California, Otto Test fleet of five trucks equipped with self-driving kits on public highways

Boliden, Volvo Driverless trucks test in Kristineberg mine

Michigan, US Army Driverless military truck convoy on public highways

Self-driving trucks

1


Selected self-driving vehicle pilots – ongoing or announced in 2016



Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

Further use cases will emerge for autonomous e-vehicles in different mobility segments in the short term

Passenger car: Shared e-car connected to traffic systems

Trucks: Autonomous, optimized long-haul trucks

Buses: Self-driving electric (mini-)buses

Source: BCG, Daimler, Freightliner, Google, LocalMotors

1




Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

Detail 1: The passenger car of the future will be electric, connected, and embedded in inner-city traffic management

Technology-enabled • Electrified • Fully connected • Autonomous • Hardware-optimized

Shared • Part of large mobility fleets • Standardized hardware • Digitally individualized

Embedded • Fully connected to

traffic management systems

• Remotely monitored • Part of intermodal traffic

operations

Source: Daimler, BCG

1




Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

Detail 2: Trucks of the future will be technology-enabled, remotely-managed with fully optimized load-patterns

Source: Daimler, BCG

Technology-enabled • Partly electrified (electric

auxiliaries) • Fully connected • Autonomous • Hardware-optimized

(aerodymanics, rolling resistance)

Shared resources • Optimized load patterns • Full transparency over

capacity utilization

Remotely-managed • Integrated in remote

monitoring, virtual maintenance systems

• Optimized operations, full fuel efficiency in all use cases

1


These trucks will have ~50% lower operating cost and almost 100% utilization – compared to today's maximum ~60% stipulated by law



Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

$710/kWh

$195/kWh $200/kWh

$150/kWh $125/kWh $100/kWh

$360/kWh

$200/kWh

US DOE

Morgan Stanley Goldman Sachs

Hyundai BMW

Average (excl. outliers) Umicore LG*

Adv. Autom. Batteries

Macquarie

Avicenne

GM* Tesla

UBS* Bloomberg RW Baird

Price of batteries will fall to ~1/2 by 2025 making electric cars more competitive

1. To convert cell price to pack price, 35% of cell price is added 2. $250/kWh was the target derived by U.S. DoE in Nov 2009, where it's believed that TCO becomes competitive to that of the ICE (assuming gas is priced at $2.27/gal) Source: Analysts reports, expert interviews, BCG analysis

Current battery pack cost

Forecasted battery pack cost

1


600

800

400

200

2025

$150/kWh

$300/kWh

2016

$200/kWh

2020

$178/kWh

2022

Battery price in $ / kWh,

pack-level1



Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

9%9%

15%

29%

37%

The change is already in consumer minds: Self-driving cars will be electric or hybrid rather than traditional combustion

Q: What type of engine do you think self-driving vehicles will primarily have?

n = 5,635

% of total respondents

Hybrid ?

Electric I don't know Fuel cell Trad. combustion

66% of respondents

"It has to be an e-car, everything else wouldn't be state of the art!"

Source: World Economic Forum; BCG analysis, consumer survey August 2015

1




Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

It is cities that trigger major changes in the mobility systems around the world

Observations

From 2014 to 2030, more than 1bn people will move to urban areas Already today, urban infrastructure is saturated globally

• In North America, 0.7% GDP growth are estimated to be lost in traffic jams

Global air pollution levels continue to rise with many cities exceeding maximum concentration levels 5-10x, mostly caused by traffic

• China's air pollution-related health cost 2016 estimated at 6.5 ppt of national GDP

Implications

Life situation of billions of people calls for radically new mobility systems Smart new infrastructure is needed across countries Enabling technology fosters accelerated transition from traditional individual mobility to...

• Electric driving • Connected driving • Autonomous driving

Demand for car-sharing, embedded in seamless mobility, will increase dramatically

Source: CNBC, UN, The Texas Transportation Institute, BCG

1




Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

Depending on the scenario for autonomous e-vehicle penetration, the future of city traffic will change dramatically

Source: World Economic Forum; BCG analysis 1. In year 10; Note: calculations based on model city with tidal-style traffic and approx. 5M inhabitants and 1.34M taxis and private vehicles, modeled over a 10 year horizon; assumes no powertrain mix shift; Source: World Economic Forum; BCG analysis

Autonomous vehicles complement existing mobility offer

Autonomous vehicles replace most traditional cars

Self-driving taxis are primary mobility option

Ride-sharing self-driving taxis are primary mobility option

The premium car drives itself

1

Autonomous vehicles rule the streets

2

Self-driving taxi revolution

Ride-shared self-driving taxi revolution

4 3

Emissions Accidents Parking space Mobility cost

Vehicle population

Impact1

Limited city and consumer benefits

Some city and consumer benefits

Sizable benefits, but not without costs

Highest benefits for city and consumer

-28%

-19%

0%

-9%

-1% -8% -59% -46%

-43%

-55%

-5%

-23%

-23%

-86%

-39%

-81%

-55%

-87%

-54%

-85%

1


Scenario

https://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0ahUKEwjw3oOpo8vJAhWL44MKHWNIBmwQjRwIBw&url=https://www.iconfinder.com/icons/418053/carbon_cloud_co2_emission_dioxide_ecology_waste_environmental_gas_industrial_pollution_icon&psig=AFQjCNGRBRBE8G4C42h3_xJzdl2cPArvzg&ust=1449630146127167

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0ahUKEwjyutiQpMvJAhVLo4MKHdHWBBEQjRwIBw&url=http://www.clipartsheep.com/parking-sign-on-white-clipart/dT1hSFIwY0RvdkwzUm9kVzFpTVM1emFIVjBkR1Z5YzNSdlkyc3VZMjl0TDJScGMzQnNZWGxmY0dsalgzZHBkR2hmYkc5bmJ5ODROVGcyTWpndk1USTJOVEV4TVRrd0wzTjBiMk5yTFhCb2IzUnZMWEJoY210cGJtY3RjMmxuYmkxdmJpMTNhR2wwWlMxaVlXTnJaM0p2ZFc1a0xURXlOalV4TVRFNU1DNXFjR2N8dz00NTB8aD00NzB8dD1qcGVnfA/&psig=AFQjCNGG-NEHnobbl3_1ZluTb5HEFb0MBw&ust=1449630367321492

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&ved=0ahUKEwidqOnXo8vJAhUi7YMKHeznBugQjRwIBw&url=http://freeflaticons.net/miscellaneous-icons/car-accident-flat-icon&psig=AFQjCNFIzsDd6LuH6oMoyHMaLp0vpeGCPQ&ust=1449630251340504

http://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0ahUKEwjz79O-pcvJAhVBo4MKHYBLB2kQjRwIBw&url=http://www.wasteconsultantsinc.net/sitemap.xml&bvm=bv.109332125,d.dmo&psig=AFQjCNGIQV0H55LUbW44BxVaMlWbdnBLVw&ust=1449630738197731





https://www.google.com/url?sa=i&rct=j&q=&esrc=s&source=images&cd=&cad=rja&uact=8&ved=0ahUKEwjQovTzqcvJAhWMpIMKHeNfB30QjRwIBw&url=https://www.iconfinder.com/icons/328810/car_transportation_travel_vehicle_icon&bvm=bv.109332125,bs.2,d.dmo&psig=AFQjCNGEfzhfGdnbbbvGNN-ZI3GV3kHDxQ&ust=1449631916360040




























































































































































Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

Which will lead to an increase of electric and hybrid vehicles on new production from ~3% in 2016 to ~30% in 2025

2%3%

5%

2% 2% 3%3%

4%

1% 2%

2%1%1%100

95

90

0

5

85

2018

Global vehicle production (% of total)

91%

2019

88% 94%

2020

1%

2016

1%

2017

96%

1%

95%

1%

1% 1%

Note: Other analysts' 2020 EV base case scenarios (as of 2016): (a) HSBC – 2.2%, (b) JP Morgan – 1.0%, (c) Morgan Stanley – 2.9% 2. Distribution based on 20-'23 CAGRs Source: IHS, HSBC, JP Morgan, Morgan Stanely

101 98 95 92 91 Total units (M)

2023

80%

11%

4%

3%

2%

...

106

Hybrid-electric vehicle Hybrid-Full Fuel Cell Battery electric vehicle Hybrid-Mild Internal combustion engine

72%

5%

3%

17%

20252

3%

110

...

1




Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.





1 2

3



Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

New mobility opens door to disruptive business models in B2B and B2C segments

Car sharing

Ride sharing

Ride hailing

Micro transit

Multimodal platforms Smart parking

Charging

Vehicle-centered IT-centered Infrastructure-centered

• B2C & B2B sharing • P2P sharing • Community sharing • Bike & scooter sharing

• Taxi • "Black car" • Robo taxi

• Multimodal • Mono-modal • Life assistants • Data brokerage

• Off-street parking • On-street parking • P2P parking space share • Data brokerage

• Public charging • Fast charging • Corporate charging • P2P charging

• B2C sharing • B2B load capacity sharing • P2P sharing • Shuttle services

• Area-to-area • Point-to-point • Flexible vs. fix routes • Self-driving mini bus

Mapping and navigation

• Navigation services • Mapping services • Data brokerage

Source: BCG analysis

2


https://www.drive-now.com/



Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

These new mobility services will be launched at ever-increasing speed

x20

x6 x35

Development of market volume for smart parking by 2025

36% of Gen Y1 prefer not to have their own vehicle

65% of those under 25 have a drivers license, compared to 69% in 2010

1. Currently age 22-34 2. Lyft forecast 3. United States Metropolitan Statistical Area Note: Market estimates in this chapter generally from consumer perspective (i.e., total value of mobility services booked Source: Deutsche Bank; McKinsey; Web Recherche; mytaxi; BCG analysis

425 Uber cities with $4bn net revenues

10 million mytaxi users

205 million Lyft rides in 20162

Development of the number of carsharing users worldwide by 2020 DriveNow with 39% market share in Germany

Development of the number of mobility service users by 2020

Up to 61% of households in the top 20 USMSA3 find switching to on-demand mobility financially attractive

2




Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

1. UBS, 2015, Could "ride-on-demand" end car ownership? Key model assumptions: Average monthly revenue generated by each driver for the "ride-on-demand" operator is €1,000 (average of San Francisco, NYC, Paris, London, HK) on the basis of a shift of 8 hours and an idle time between trips of 15 minutes 2. Estimate based on 2015 revenues of Uber, Lyft, Gett and Didi (C4 ratio: 80%, CAGR 15'-17': 30%) Source: UBS, Project Armstrong, BCG analysis

Ride-hailing: market value of gross bookings expected to grow by ~40% p.a. Top 10 "ride-on-demand" apps

Detail 1: We expect the ride hailing market to grow by ~40% p.a. championed by companies such as Uber

2


Uber

Kuadi

Didi

BlaBlaCar

Shenzou Zhuanche

Kakao Taxi

Lyft

GrabTaxi

Easy Taxi

Yongche

1.00

0.71

0.14

0.11

0.10

0.10

0.09

0.07

0.06

0.06

2 1

4 3

6 5

8 7

9 10

1221

3240

50

2016

+42%

75

2019

60

32

2017

18

2020

48

2018

230

150

2025

Upper estimate Lower estimate

...

+25%

Global gross bookings1, €B Multiple of Uber app dowloads



Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

Detail 2: At low mileages, car sharing has lower total cost of ownership than standard car car ownership

15,000

10,000

5,000

0 0

20,000

10,000 20,000 30,000 25,000 5,000 15,000

€ per year

km per year Large car Car sharing (heavy user) Compact car City car Mid-size car

Break-even city cars

Break-even compact cars

Break-even mid-size cars Break-even large cars

Note: Cost analysis for Europe Source: ADAC; Car sharing companies; BCG analysis

For compact car owners driving less than 12,500km, car sharing has a lower total cost of ownership

7,500km 12,500km 16,000km 24,500km

2




Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

Detail 2: We expect that by 2021 ~23% of drivers living in large urban areas will be registered with car sharing providers

Living in large urban areas

Cities Drivers license Registered Heavy

1 2 3 4

18+ years old with valid drivers license

Registered with a car sharing provider

Heavy user with multiple uses per month

1. Only includes countries where we expect car sharing to be offered: Australia, Canada, China, Europe (including Russia and Turkey), Hong Kong, Japan, Malaysia, New Zealand, Singapore, South Korea, Taiwan, and the U.S. Source: Statista; BCG analysis

385M 153M 35M 3.5M

2.6B1

2021

2


~23%



Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

Source: BCG

Detail 2: B2C mobility platforms expand beyond car sharing also to other vehicle types – for example eScooters

2


Recent BCG project experience example



Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

Detail 3: Smart parking has potential to dramatically change the way we park; we see four innovative models in the market

Off-street parking reservation & payment

On-street parking space locator & mobile metering

Peer-2-peer parking space sharing

Use

cas

e Va

lue

prop

ositi

on

• Reservation of off-street parking spaces

• Navigation to available space

• Online payment of parking fees

• Search engine for free on-street parking spaces nearby

• Remote extension of parking ticket

• Online payment of parking fees

• Private individuals rent out own parking spots to others

• Hourly, daily or monthly periods possible

• To user: Relieves need for lengthy parking space search

• To operator: Allows variable pricing to improve space utilization

• To user: Relieves customer from meter payments/space search

• To operator: Enables digital control of parking tickets

• To user: Private parking space often cheaper than dedicated lots

• To owner: Additional revenue to parking space owner

Data brokerage for on-street parking data

• Data aggregator purchases proprietary vehicle data to locate free on-street parking spaces

• To aggregator: Additional data points for service

• To user: Location of free parking spaces via aggregator service


2


1 2 3 4



Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

Public charging points will remain the infrastructural bottleneck in the development of e-mobility

+47%

Private

Public

2020

12.7

90%

10%

2019

9.2

2018

6.4

2017

4.3

2016

2.7

Public e-infrastructure will continue to be bottleneck of e-mobility

1. Currently largest charging network in the world, with approx. 30,000 charging spots in North America, Europe, Asia, and Australia Source: BCG analysis, IHS, Navigant, Technavio, Markets&Markets, IEA

# of e-chargers will grow by ~50% p.a., but only 10% will be public

3


Est. # of e-chargers installed globally, M units, cummulative

Malls Parking garage

On- street

Gas station

Private

Charging station operator

Charging station

Residential Office

Public

12

~6

Global average

~8

Norway

~10

China target

Chargepoint recommend.1

Global average

2020

~5-10

China

# of electric and hybrid vehicles per public charging outlet

Today 2020 Optimal



Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

Major players develop different business models along the e-infrastructure value chain

HW & SW charging

equipment

Location ownership

SP promotion & devel.

Installation & maintenance Operation

Electricity / charging services

Add-on services

Demand mgmt. &

system ops

Charging services Infrastructure development & operation Equipment

Equipment supplier

Captive infrastructure service provider • Unique selling proposition through devel. of own (quick) charging network • Online charging station map and routing, free charging / parking offers

Captive e-mobility system provider • Provision of e-cars for private (and commercial) customers • E-car-sharing / leasing platform, e-bike usage during charging

Non-captive infrastructure operator

• Trad. installation, O&M

Non-captive infrastructure system provider • Charging services and dev. of own infrastructure network or network for partners • Demand management and system operation mainly domain of utilities


3


http://www.google.es/imgres?imgurl=http://www.topnews.in/files/RWE-Logo.JPG&imgrefurl=http://www.topnews.in/tree/Sofia/Sofia&usg=__92RI6UQfmGXAP6ztsfE5N13lQWc=&h=454&w=720&sz=32&hl=es&start=1&um=1&itbs=1&tbnid=Rf7UrhFV8FtxXM:&tbnh=88&tbnw=140&prev=/images?q=RWE+logo&um=1&hl=es&rls=com.microsoft:*&tbs=isch:1

http://www.google.es/imgres?imgurl=http://ambafrance-se.org/france_suede/local/cache-vignettes/L254xH267/gif_logo_edf_hp_2-c2cdc.gif&imgrefurl=http://ambafrance-se.org/france_suede/spip.php?article1553&usg=__8Ux8Le1FTsKSW-wc7wXF3Ux-7fM=&h=267&w=254&sz=4&hl=es&start=2&um=1&itbs=1&tbnid=5rB1dkvmhwFeIM:&tbnh=113&tbnw=107&prev=/images?q=EDF+logo&um=1&hl=es&rls=com.microsoft:*&tbs=isch:1

http://www.google.es/imgres?imgurl=http://www.fedglp.org/wp-content/almacen/2007/06/logo_edp2.jpg&imgrefurl=http://www.fedglp.org/2007/06&usg=__6_H1JuB9X9w4zJVVtmhf2k-SnQw=&h=100&w=150&sz=5&hl=es&start=4&um=1&itbs=1&tbnid=25RS7UTiaBekjM:&tbnh=64&tbnw=96&prev=/images?q=EDP+logo&um=1&hl=es&rls=com.microsoft:*&tbs=isch:1



Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

Detail 1: Vattenfall builds, owns and operates the first wireless charging infrastructure for electric buses

"Vattenfall also owns the charging infrastructure and will connect it to our IT platform for charging services, which will enable active monitoring and remote control. Operational reliability will be crucial if there is to be a large-scale transition to electric transport."

‎Director E-Mobility Vattenfall

Vattenfall involved in a number of development and demonstration projects around the electrification of buses, trucks and electric cars including inductive charging First wireless e-bus charging system in Sweden joint venture between Vattenfall, Scania, KTH, and the public transport operator for the Stockholm region SL

• Hybrid electric bus which can cover most of the 10 km route on electricity only – biodiesel engine for longer rides without charging

• Inductive battery charging time: 6 to 7 minutes

Key system specifications

Start in autumn 2016


3




Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

Detail 2: Chargepoint operates largest charging network worldwide without investing in infrastructure

• High benefit for EV drivers through partnerships with various stakeholders in EV market, including OEMs (e.g. BMW, VW, GM), charger manufacturers, power companies and government organizations

• B2B: Minimization of operating costs with monitoring, notifications, diagnosis, and station controlling

• B2C: Round-the-clock driver support, station searches, station availability information, navigation support, and reservation by app

Currently largest charging network in the world, with approx. 30,000 charging spots in North America, Europe, Asia, and Australia Core business: construction and maintenance of charging infrastructure for 3rd parties (e.g., company parking lots, shopping malls, parking garages, public parking lots)

Extensive partnering Customized service offer for B2B and B2C


3




Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

Electric vehicles will also play an important role in ensuring a stable electricity network through vehicle-to-grid (V2G)

Note: ESS = energy storage system, V2G = vehicle-to-grid Source: Press search, BCG analysis

BMW/PG&E V2G pilot (100 BMW i3)

1

2 3

PG&E contacts BMW server (OpenADR 2.0b)

to request lead drop Server

Monitoring equipment

verifies that total desired load

drop is achieved

Customer Cars

BMW selects vehicles for

charging delay based upon owner preferences and

notifies customers, who can opt out as desired. Stationary

battery provides additional power

as needed

100 kW

Nissan/Enel V2G partnership

First fully commercial V2G Hub in Denmark launched in January 2016 comprising 40 V2G units First V2G trial in the UK announced in May 2016 with 100 V2G units

"We see Nissan electric vehicles as being the mobile energy hubs of the future, pioneering a self-sustaining energy infrastructure that will help solve the capacity issues of the future."

Chairman Nissan Europe

Includes also vehicle-to-home

functionality (PV-charged battery

= ~2 days of household electricity)

3




Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

3


Favorable legislation and public incentives are crucial for development of e-mobility and e-car penetration

Source: European Alternative Fuels Observatory; BCG analysis

Country Purchase subsidies

Registration tax benefits

Local incentives

Ownership tax benefits

Infrastructure incentives

• Tax rebate on installation of home chargers of up to 12.000 DKK

• Connection charge reduced by 50% for public charging station

Examples

• Free Parking • Reserved Parking spots • Bus lane use

• Public funding for fast charging stations every 50 km on main roads.

• Electric vehicles exempt from London congestion zone charge

• Urban toll exemption • Highway toll exemption • Free Parking • Bus lane use • Funding in some cities for

normal charging stations



Cop

yrig

ht ©

201

7 by

The

Bos

ton

Con

sulti

ng G

roup

, Inc

. All

right

s re

serv

ed.

Disclaimer

The services and materials provided by The Boston Consulting Group (BCG) are subject to BCG's Standard Terms (a copy of which is available upon request) or such other agreement as may have been previously executed by BCG. BCG does not provide legal, accounting, or tax advice. The Client is responsible for obtaining independent advice concerning these matters. This advice may affect the guidance given by BCG. Further, BCG has made no undertaking to update these materials after the date hereof, notwithstanding that such information may become outdated or inaccurate. The materials contained in this presentation are designed for the sole use by the board of directors or senior management of the Client and solely for the limited purposes described in the presentation. The materials shall not be copied or given to any person or entity other than the Client ("Third Party") without the prior written consent of BCG. These materials serve only as the focus for discussion; they are incomplete without the accompanying oral commentary and may not be relied on as a stand-alone document. Further, Third Parties may not, and it is unreasonable for any Third Party to, rely on these materials for any purpose whatsoever. To the fullest extent permitted by law (and except to the extent otherwise agreed in a signed writing by BCG), BCG shall have no liability whatsoever to any Third Party, and any Third Party hereby waives any rights and claims it may have at any time against BCG with regard to the services, this presentation, or other materials, including the accuracy or completeness thereof. Receipt and review of this document shall be deemed agreement with and consideration for the foregoing. BCG does not provide fairness opinions or valuations of market transactions, and these materials should not be relied on or construed as such. Further, the financial evaluations, projected market and financial information, and conclusions contained in these materials are based upon standard valuation methodologies, are not definitive forecasts, and are not guaranteed by BCG. BCG has used public and/or confidential data and assumptions provided to BCG by the Client. BCG has not independently verified the data and assumptions used in these analyses. Changes in the underlying data or operating assumptions will clearly impact the analyses and conclusions.

elektromobilita - mzp.cz · thought shaper 1 we have global reach ... bcg_elektromobilita_ stav a...

Documents