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Innovation & Trends In The Automotive Industry2

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Presented at Ben-Gurion University, Israel

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Innovation & Trends In The Automotive Industry2

  1. 1. Innovation in the Automotive Industry in View of Global Trends by Raphael Moisa [email_address] +972-50-7727315
  2. 2. Presentation Agenda Raphael Moisa raphaelm@raviv.com Alternative Fuel Technology The Electronics Revolution OEM ↔ Supplier Relationship Added Value of Israeli Firms
  3. 3. Presentation Agenda Raphael Moisa raphaelm@raviv.com Alternative Fuel Technology The Electronics Revolution OEM ↔ Supplier Relationship Added Value of Israeli Firms
  4. 4. World Car Population Developing World - 300% Increase Between 1995 & 2020 <ul><li>Greater Demand & Less Resources </li></ul><ul><li>Accelerated Greenhouse Emissions </li></ul><ul><li>Environment & Energy Trends = Negative Economic Impacts </li></ul>Raphael Moisa raphaelm@raviv.com
  5. 5. World Petroleum Reserves Raphael Moisa raphaelm@raviv.com Billion Barrels Total Oil Recovered Since 1859 & Total Remaining as of 1990 Total Remaining Total Recovered United States Canada Mexico, Central America, & South America Western Europe Middle East Eastern Europe, Former U.S.S.R., China Other Eastern Hemisphere
  6. 6. Greenhouse Emissions & Global Warming Raphael Moisa raphaelm@raviv.com Source of U.S. CO 2 Emissions 1997 Global Carbon Emissions 1820 to 2020 Projection History 2020 1980 1940 1900 1860 1820
  7. 7. Alternative Energy Resources & Fuel Technology Raphael Moisa raphaelm@raviv.com <ul><li>Bio Fuel </li></ul><ul><li>Solar Energy </li></ul><ul><li>Hybrid Power Systems </li></ul><ul><li>Battery Electric Cars </li></ul><ul><li>Hydrogen Technology </li></ul>
  8. 8. Type of Bio Fuels Raphael Moisa raphaelm@raviv.com NEXT GENERATION BIO-FUELS BIO-DIESEL BIO-ETHANOL CROP RESIDUES (NEXT GENERATION FUELS) SOYBEANS SUGAR CANE SWITCH GRASS & WOOD CHIPS (NEXT GENERATION FUELS) SUGAR BEETS CORN RAPESEED, JATROPHA OIL & PALM OIL (BIO-DIESEL) FEEDSTOCKS WHEAT & BARLEY OTHER NON-CONVENTIONAL SOURCES (E.G., ALGAE, FARM & MUNICIPAL WASTES)
  9. 9. Alternative Energy Resources & Fuel Technology Raphael Moisa raphaelm@raviv.com <ul><li>Bio Fuel </li></ul><ul><li>Solar Energy </li></ul><ul><li>Hybrid Power Systems </li></ul><ul><li>Battery Electric Cars </li></ul><ul><li>Hydrogen Technology </li></ul>
  10. 10. Presentation Agenda Raphael Moisa raphaelm@raviv.com Alternative Fuel Technology The Electronics Revolution OEM ↔ Supplier Relationship Added Value of Israeli Firms
  11. 11. The Electronics Revolution Raphael Moisa raphaelm@raviv.com The electronics revolution in the automotive industry takes place on four levels <ul><li>Automotive embedded mobile computing, </li></ul><ul><li>e.g.: </li></ul><ul><li>Pervasive computing IBM </li></ul><ul><ul><ul><li>Home </li></ul></ul></ul><ul><ul><ul><li>Mobile </li></ul></ul></ul><ul><ul><ul><li>Auto </li></ul></ul></ul><ul><ul><ul><li>Office </li></ul></ul></ul><ul><li>PC companion by Mircosoft </li></ul><ul><ul><ul><li>Computer peripherals </li></ul></ul></ul><ul><ul><ul><li>Office automation </li></ul></ul></ul><ul><ul><ul><li>... </li></ul></ul></ul>4 <ul><li>Networking of vehicle with environment: Telematics applications </li></ul><ul><li>Route guiding </li></ul><ul><li>Information/ Entertainment </li></ul><ul><li>Emergency call system </li></ul><ul><li>Dynamic traffic control </li></ul><ul><li>Fleet management </li></ul><ul><li>... </li></ul>3 <ul><li>Networking and integration of electronics e.g.: </li></ul><ul><ul><li>CAN-BUS Systems for powertrain and convenience electronics </li></ul></ul><ul><ul><li>Optical BUS-System for convenience electronics </li></ul></ul><ul><ul><li>CPU for entire vehicle (Auto-PC) </li></ul></ul><ul><ul><li>… </li></ul></ul>2 <ul><ul><li>Substitution of mechani-cal/hydraulic components by electro-mechanical and electronic components </li></ul></ul><ul><ul><li>Integration into module/ system environment </li></ul></ul>1 Surge in electronics innovations in the car
  12. 12. The Electronics Revolution Raphael Moisa raphaelm@raviv.com The electronics revolution in the automotive industry takes place on four levels <ul><li>Automotive embedded mobile computing, </li></ul><ul><li>e.g.: </li></ul><ul><li>Pervasive computing IBM </li></ul><ul><ul><ul><li>Home </li></ul></ul></ul><ul><ul><ul><li>Mobile </li></ul></ul></ul><ul><ul><ul><li>Auto </li></ul></ul></ul><ul><ul><ul><li>Office </li></ul></ul></ul><ul><li>PC companion by Mircosoft </li></ul><ul><ul><ul><li>Computer peripherals </li></ul></ul></ul><ul><ul><ul><li>Office automation </li></ul></ul></ul><ul><ul><ul><li>... </li></ul></ul></ul>4 <ul><li>Networking of vehicle with environment: Telematics applications </li></ul><ul><li>Route guiding </li></ul><ul><li>Information/ Entertainment </li></ul><ul><li>Emergency call system </li></ul><ul><li>Dynamic traffic control </li></ul><ul><li>Fleet management </li></ul><ul><li>... </li></ul>3 <ul><li>Networking and integration of electronics e.g.: </li></ul><ul><ul><li>CAN-BUS Systems for powertrain and convenience electronics </li></ul></ul><ul><ul><li>Optical BUS-System for convenience electronics </li></ul></ul><ul><ul><li>CPU for entire vehicle (Auto-PC) </li></ul></ul><ul><ul><li>… </li></ul></ul>2 <ul><ul><li>Substitution of mechani-cal/hydraulic components by electro-mechanical and electronic components </li></ul></ul><ul><ul><li>Integration into module/ system environment </li></ul></ul>1 Surge in electronics innovations in the car
  13. 13. Gradually switch to MEMS (Micro Electrical Mechanical System) Raphael Moisa raphaelm@raviv.com
  14. 14. MEMS Micro Electrical Mechanical System Raphael Moisa raphaelm@raviv.com
  15. 15. The Electronics Revolution Raphael Moisa raphaelm@raviv.com The electronics revolution in the automotive industry takes place on four levels <ul><li>Automotive embedded mobile computing, </li></ul><ul><li>e.g.: </li></ul><ul><li>Pervasive computing IBM </li></ul><ul><ul><ul><li>Home </li></ul></ul></ul><ul><ul><ul><li>Mobile </li></ul></ul></ul><ul><ul><ul><li>Auto </li></ul></ul></ul><ul><ul><ul><li>Office </li></ul></ul></ul><ul><li>PC companion by Mircosoft </li></ul><ul><ul><ul><li>Computer peripherals </li></ul></ul></ul><ul><ul><ul><li>Office automation </li></ul></ul></ul><ul><ul><ul><li>... </li></ul></ul></ul>4 <ul><ul><li>Substitution of mechani-cal/hydraulic components by electro-mechanical and electronic components </li></ul></ul><ul><ul><li>Integration into module/ system environment </li></ul></ul>1 Surge in electronics innovations in the car <ul><li>Networking of vehicle with environment: Telematics applications </li></ul><ul><li>Route guiding </li></ul><ul><li>Information/ Entertainment </li></ul><ul><li>Emergency call system </li></ul><ul><li>Dynamic traffic control </li></ul><ul><li>Fleet management </li></ul><ul><li>... </li></ul>3 <ul><li>Networking and integration of electronics e.g.: </li></ul><ul><ul><li>CAN-BUS Systems for powertrain and convenience electronics </li></ul></ul><ul><ul><li>Optical BUS-System for convenience electronics </li></ul></ul><ul><ul><li>CPU for entire vehicle (Auto-PC) </li></ul></ul><ul><ul><li>… </li></ul></ul>2
  16. 16. Drive by Wire Components and Modules Raphael Moisa raphaelm@raviv.com Acceleration Pedal for Electronic Throttle Control Systems
  17. 17. The Electronics Revolution Raphael Moisa raphaelm@raviv.com The electronics revolution in the automotive industry takes place on four levels <ul><li>Automotive embedded mobile computing, </li></ul><ul><li>e.g.: </li></ul><ul><li>Pervasive computing IBM </li></ul><ul><ul><ul><li>Home </li></ul></ul></ul><ul><ul><ul><li>Mobile </li></ul></ul></ul><ul><ul><ul><li>Auto </li></ul></ul></ul><ul><ul><ul><li>Office </li></ul></ul></ul><ul><li>PC companion by Mircosoft </li></ul><ul><ul><ul><li>Computer peripherals </li></ul></ul></ul><ul><ul><ul><li>Office automation </li></ul></ul></ul><ul><ul><ul><li>... </li></ul></ul></ul>4 <ul><li>Networking of vehicle with environment: Telematics applications </li></ul><ul><li>Route guiding </li></ul><ul><li>Information/ Entertainment </li></ul><ul><li>Emergency call system </li></ul><ul><li>Dynamic traffic control </li></ul><ul><li>Fleet management </li></ul><ul><li>... </li></ul>3 <ul><li>Networking and integration of electronics e.g.: </li></ul><ul><ul><li>CAN-BUS Systems for powertrain and convenience electronics </li></ul></ul><ul><ul><li>Optical BUS-System for convenience electronics </li></ul></ul><ul><ul><li>CPU for entire vehicle (Auto-PC) </li></ul></ul><ul><ul><li>… </li></ul></ul>2 <ul><ul><li>Substitution of mechani-cal/hydraulic components by electro-mechanical and electronic components </li></ul></ul><ul><ul><li>Integration into module/ system environment </li></ul></ul>1 Surge in electronics innovations in the car
  18. 18. Telematics Service Areas Raphael Moisa raphaelm@raviv.com <ul><li>Vehicle Management </li></ul><ul><li>Driver Management </li></ul><ul><li>Road toll management </li></ul><ul><li>Vehicle & driver security </li></ul><ul><li>Information/entertainment </li></ul><ul><li>Fleet management </li></ul>
  19. 19. The Electronics Revolution Raphael Moisa raphaelm@raviv.com The electronics revolution in the automotive industry takes place on four levels <ul><li>Automotive embedded mobile computing, </li></ul><ul><li>e.g.: </li></ul><ul><li>Pervasive computing IBM </li></ul><ul><ul><ul><li>Home </li></ul></ul></ul><ul><ul><ul><li>Mobile </li></ul></ul></ul><ul><ul><ul><li>Auto </li></ul></ul></ul><ul><ul><ul><li>Office </li></ul></ul></ul><ul><li>PC companion by Mircosoft </li></ul><ul><ul><ul><li>Computer peripherals </li></ul></ul></ul><ul><ul><ul><li>Office automation </li></ul></ul></ul><ul><ul><ul><li>... </li></ul></ul></ul>4 <ul><li>Networking of vehicle with environment: Telematics applications </li></ul><ul><li>Route guiding </li></ul><ul><li>Information/ Entertainment </li></ul><ul><li>Emergency call system </li></ul><ul><li>Dynamic traffic control </li></ul><ul><li>Fleet management </li></ul><ul><li>... </li></ul>3 <ul><li>Networking and integration of electronics e.g.: </li></ul><ul><ul><li>CAN-BUS Systems for powertrain and convenience electronics </li></ul></ul><ul><ul><li>Optical BUS-System for convenience electronics </li></ul></ul><ul><ul><li>CPU for entire vehicle (Auto-PC) </li></ul></ul><ul><ul><li>… </li></ul></ul>2 <ul><ul><li>Substitution of mechani-cal/hydraulic components by electro-mechanical and electronic components </li></ul></ul><ul><ul><li>Integration into module/ system environment </li></ul></ul>1 Surge in electronics innovations in the car
  20. 20. The Electronics Revolution Raphael Moisa raphaelm@raviv.com My mobile office is always with me
  21. 21. Summary – Electronics Revolution in the Automotive Industry Raphael Moisa raphaelm@raviv.com source: BMW 1970 1980 1990 2000 ACC Stop&Go BFD ALC KSG 42 voltage Internet Portal GPRS, UMTS Telematics Online Services BlueTooth Car Office Local Hazard Warning Integrated Safety System Steer/Brake-By-Wire I-Drive Lane Keeping Assist. Personalization Software Update Force Feedback Pedal … Electronic Injections Check Control Speed Control Central Locking … Navigation System CD-Changer ACC Adaptive Cruise Control Airbags DSC Dynamic Stability Control Adaptive Gear Control Xenon Light BMW Assist RDS/TMC Speech Recognition Emergency Call … Electronic Gear Control Electronic Air Condition ASC Anti Slip Control ABS Telephone Seat Heating Control Autom. Mirror Dimming …
  22. 22. Presentation Agenda Raphael Moisa raphaelm@raviv.com Alternative Fuel Technology The Electronics revolution OEM ↔ Supplier relationship Added Value of Israeli Firms
  23. 23. Evolution of Automakers’ role Raphael Moisa raphaelm@raviv.com 1900-1940 1940-1970 1970-2002 2020 Automaker’s direct involvement in vehicle manufacturing process 100% 60% 30% 0% Maximum of vertical and horizontal integration Development of specialized parts divisions and third-party parts suppliers Lean manufacturing Just-in-time Modular design Complete outsourcing of manufacturing processes Traditional automaker Vehicle brand owner
  24. 24. Tier-1 suppliers take an increasing share of risk from the OEM’s Raphael Moisa raphaelm@raviv.com OEM Tier-2 Suppliers Tier-1 Suppliers Past <ul><ul><li>R&D </li></ul></ul><ul><ul><li>Purchasing </li></ul></ul><ul><ul><li>Assembly </li></ul></ul>Ongoing trend <ul><ul><li>System integration </li></ul></ul><ul><ul><li>Testing </li></ul></ul><ul><ul><li>Car assembly </li></ul></ul><ul><ul><li>Supplier management </li></ul></ul><ul><ul><li>Component manufacturing </li></ul></ul><ul><ul><li>Systems supply </li></ul></ul><ul><ul><li>R&D on systems </li></ul></ul><ul><ul><li>Module assembly </li></ul></ul><ul><ul><li>Purchasing/sub-supplier management </li></ul></ul><ul><ul><li>Component manufacturing </li></ul></ul>cost pressure risk sharing cost pressure Source: Roland Berger & Partners-Automotive supplier trend study
  25. 25. Auto Industry’s New Paradigm Raphael Moisa raphaelm@raviv.com Automakers Suppliers Understand consumers’ needs and desires Develop products consumers want, in the right quantities and with a complementing experience Maintain relationships with your customers Lead and manage entire supply chain and procurement processes Offer system integrator capabilities to produce complete vehicle Provide flexible production capacities to accommodate demand fluctuation and diverse client needs
  26. 26. Presentation Agenda Raphael Moisa raphaelm@raviv.com Alternative Fuel Technology The Electronics revolution OEM ↔ Supplier relationship Added Value of Israeli Firms
  27. 27. What is the Added Value Of Israeli Firms to the Automotive Industry? Raphael Moisa raphaelm@raviv.com
  28. 28. Leading Edge Technology <ul><li>>3,000 leading edge technology companies </li></ul><ul><ul><ul><li>Life Sciences </li></ul></ul></ul><ul><ul><ul><li>Homeland Security </li></ul></ul></ul><ul><ul><ul><li>Alternative Energy </li></ul></ul></ul><ul><ul><ul><li>Water Technology </li></ul></ul></ul><ul><ul><ul><li>Agro-Technology </li></ul></ul></ul><ul><ul><ul><li>Encryption & Data Security </li></ul></ul></ul><ul><ul><ul><li>Telecom </li></ul></ul></ul><ul><ul><ul><li>Software </li></ul></ul></ul><ul><ul><ul><li>Optics </li></ul></ul></ul><ul><ul><ul><li>Internet </li></ul></ul></ul><ul><ul><ul><li>Nanotechnology </li></ul></ul></ul>Raphael Moisa raphaelm@raviv.com
  29. 29. International Centers for R&D <ul><li>About 60 foreign R&D centers are located in Israel </li></ul>Raphael Moisa raphaelm@raviv.com AND MORE…
  30. 30. Culture of Innovation Raphael Moisa raphaelm@raviv.com <ul><li>Innovation </li></ul><ul><ul><li>Most engineers and scientists per capita </li></ul></ul><ul><ul><li>Most scientific papers per capita </li></ul></ul><ul><ul><li>Second in innovation </li></ul></ul><ul><ul><li>Third highest number of US patents per capita </li></ul></ul><ul><ul><li>Third in the world in quality of basic research (2nd in physics, 3rd in molecular biology, 4th in chemistry and 5th in biology and biochemistry) </li></ul></ul>* Source : 2004 IMD World Competitiveness Yearbook, Israel Central Bureau of Statistics
  31. 31. Infrastructure for Innovation Culture Raphael Moisa raphaelm@raviv.com <ul><li>Highly Educated Population </li></ul><ul><li>R&D Facilities </li></ul><ul><li>Culture of Innovation </li></ul><ul><li>Educational & Research Institutions </li></ul><ul><li>Capital (VC, FDI, Chief Scientist) </li></ul><ul><li>Free-trade agreements </li></ul>
  32. 32. Israeli Export to Automotive Industry - Facts & Figures <ul><li>350 Israeli automotive related companies </li></ul><ul><li>150 Exporting companies </li></ul><ul><li>Sector export turnover – 700 M $ U.S. </li></ul><ul><li>Main Markets: </li></ul><ul><li>Western Europe, USA. </li></ul>Raphael Moisa raphaelm@raviv.com
  33. 33. Automotive Industry sectors Raphael Moisa raphaelm@raviv.com <ul><li>Aftermarket Manufacturers </li></ul><ul><li>Suppliers to OEM and Supplier Tiers </li></ul><ul><li>Driver Assistance and Security Systems </li></ul><ul><li>Production Support and Services </li></ul><ul><li>Vehicle Assembly, Body building and Trailers </li></ul>The Israel Export & International Cooperation Institute www.export.gov.il
  34. 34. The Israeli innovation <ul><li>Sven Lingjaerarde – Co-Founder & General Partner </li></ul><ul><li>Vision Capital – September 2003 </li></ul>Raphael Moisa raphaelm@raviv.com “ Israel is a small country with a tiny population, and yet it has many significant high-tech success stories. ”
  35. 35. Raphael Moisa raphaelm@raviv.com Thank you

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