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RACE 2050 A VISION FOR THE EUROPEAN AUTOMOTIVE INDUSTRY January 2019RACE 2050 A VISION FOR THE EUROPEAN AUTOMOTIVE INDUSTRY January 20195 RACE 2050 a vision for the European automotive industry CONTENTS Introduction and key messages . 6 I Tipping point: The successful European automotive industry is currently facing unprecedented changes . 8 1.1 The automotive industry has been one of the most important growth engines for economic welfare in Europe . 8 1.2 Europes leading position in mobility is threatened by the enormous momentum of regions and players beyond the traditional set . 12 1.3 Disruptive megatrends require new core competencies, new actions, and a new way of thinking . 14 II RACE 2050: A long-term vision for the European automotive industry . 18 2.1 Building a truly customer-centric European mobility industry . 20 2.2 Achieving front-runner position in sustainable mobility . 22 2.3 Creating superior and sustainable economic value add the “European way” . 24 III Speedup: Five clusters of initiatives to pave the way towards the vision . 30 Cluster 1 European “Mobility Valley” and employment transition . 31 Cluster 2 Synchronized approach to decarbonize transport of goods and people . 34 Cluster 3 New forms of cooperation and alliances . 36 Cluster 4 “Future mobility regulatory forum” . 38 Cluster 5 Support of cities and districts through mobility solutions . 39 Outlook . 40 Contributors . 42 Legal notice . 436 RACE 2050 a vision for the European automotive industry INTRODUCTION AND KEY MESSAGES The European automotive sector has ascended to the top of the global industry. It has achieved record sales, and as a major employer and a source of significant grant- making it is an integral part of European society. Fundamental changes in the industry, however, are threatening Europes 1lead position. If the European automotive sector is to stay ahead in this changing competitive landscape, leaders will need to make some tough decisions. Above all, a shared vision regarding the European automotive sectors positioning is needed. Based on the results of a study that was conducted by McKinsey since 2010, more than EUR 100 billion have been invested in mobility start-ups, of which 94 per- cent originated from players outside of the automotive industry. The mergers and acquisition (M visualcapitalist/millions-lines-of-code; McKinsey Center for Future Mobility 1 FX rate USD to EUR based on average FX rate Jan-Oct 2017 (rate: 0.9), OANDA 2 Avionics and online support tools only. Total flight software has 14 million lines of code 2 0 0 15 5 10 20 25 30 4 6 8 2015 2010 1996 2000 2005 Automotive semiconductor sales EUR billions 1 Share of total semiconductor sales Percent Semiconductor sales +3x +1.5x Software complexity Lines of code, millions x15 10 0 50 20 60 30 40 70 80 90 100 Mozilla Core F-35 fighter jet Boeing 787 2 Car software Firefox Android Microsoft Office 2013 Large Hadron Collider Facebook
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