Foundations of the vibrating model
For decades, Germany It has been synonymous with Excellence in cars. However, the sector now faces a demanding environment Quick decisionsHuge investments and a strategic vision that goes beyond engineering. Consumer habits have changed, and technology has put a new gamepad on the table.
Sularik, in a recent interview with the network I replyHe did not hesitate to say it clearly: If things continue as they are until now, BMW, Volkswagen and Mercedes Benz It is possible that it will stop operating as it currently does before the end of this decade. exaggerated? maybe. but warning I’ve been hacked
Electrification: a bet that is not free
The German giants have allocated the three Billions to Electrical transformation. but Fleet electrification It’s not just about changing the engine, it means rethinking the entire value chain. From suppliers to factories to after-sales services, everything is under review. And in the middle is profitability.
Autonomy that has not yet taken off
At the same time, Autonomous driving It is still a promise. In this area, Asian technology companies and manufacturers have taken the lead. Sularik warns against this Germany cannot afford that He loses the race again, as happened back then with cell phones. “We’ll let the train pass,” he suggests.
condition Volvo (Which after purchasing it before jelly Redefining its model) is an example of how to do this Changes They can come from outside and change the entire business tradition.
What paths are still open?
From industrial partners to technology partners
One possibility is that Brands are looking for alliances outside the traditional sector, as they already did in their days with manufacturers Batteries also programming. There is something else that is less obvious but not unlikely Entry of foreign capital In contributing.
It is not the end, but rather the beginning of another stage
the Logos They could still be there, but the structure behind it would be different. We are no longer just talking about Factories or agentsBut from digital platforms and subscription models and Vehicles that operate more like services of products.
The industry responds: between doubt and caution
from German Automobile Association (VDA) It was defended Brand strength And its results. “We do not share this pessimism,” they said. Although they realize that Energy bill Regulatory demands put pressure on accounts.
Also from government Answered. he Minister of Transport He expressed confidence that the country would know how to adapt. But behind closed doors, many admit it Speed of change There is no rest.
Three scenarios for a decisive decade
| scene | What could happen |
|---|---|
| Renewal from within | the German brands They drive independence And unify it Technological independence. |
| Necessary alliances | They complement each other Global partners To share Innovation, capital and risk. |
| Change the model | Subordinate The car is sold to Car sharingthe follower Physical product to Digital service. |
A sign that should not be ignored
the Scholarik’s warning It’s not a prophecy, it is Wake-up call With foundation. Germany It is still preserved Industrial advantageBut the competition is intense and Footnotes to reply They shrink. Decisions made in the next three years will determine what happens in the next thirty.
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