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標題＊ Shifting gears to roll out electric vehicles
1
Title
國家區域＊ India
2
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Category □綠色認證資訊/Green Products Certification.
□綠色技術新知/Latest Green Technology.
□企業綠色資訊/Info of Green Enterprises.
商品類別＊ □能源與再生能源 Energy / Renewable Energy
4
Industry
新聞日期＊ 24/10/2018
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Date
6 商情內容＊ Infrastructure such as charging stations needs to be in
Content place. Besides, import dependence on batteries poses a
challenge

The global automotive industry is on the verge of a big

disruption. Digitisation, increasing automation, and new
and emerging technologies would revolutionise the way
people move. The Indian automotive industry has begun to
feel the ripple effects of this global disruption. How
prepared are automotive stakeholders and consumers?

With growing concerns towards sustainable development and

mitigating climate change, there is a need to shift from
the current unsustainable approach to a more sustainable
effort.

Urban passenger mobility has undergone significant

changes over the past few decades due to rapid
industrialisation and the boom of the IT sector. Travel
patterns have become increasingly complex and difficult
to predict and manage. This has put increasing pressure
on bigger cities and their transport and infrastructure.

Challenges in India
According to McKinsey & Co, four technology-driven trends
— electrification, shared mobility, connectivity and
autonomous driving — are leading the automotive industry
to this disruption. These trends will shift markets and
revenue pools, change mobility behaviour and build new
avenues for competition and cooperation.

This would bring a shift in consumer behaviour and their

buying pattern, although it would be interesting to watch
how this trend changes geographically and across
continents. Globally, revenue pools from conventional
sources such as one-time vehicle sales and aftermarket
sales could continue to grow at their current pace.

How prepared are we in India to look at sustainability as

a larger issue and adopt newer and alternative sources of
technology, namely, electrified vehicles?

The automotive market in India is going through a rapid

metamorphosis, offering many choices to consumers beyond
just internal combustion engine (petrol/diesel).

Electrification issues
Electrification of vehicles — a sustainable solution to
counter the growing levels of vehicle pollution in metros
— is of particular importance to India today. The
automotive industry is already feeling the effects of
electrification or e-mobility, both globally and in
India. By 2030, electrification could lead to electrified
vehicles holding a substantial share (up to 50 per cent
of new vehicle sales in a breakthrough scenario) of the
global automobile sector, according to McKinsey & Co.

If India sees a similar momentum, it will significantly

impact manufacturers across the automotive value chain.
This would mean that the customer would be “spoilt for
choices in technologies”.

With the narrowing price gap between petrol and diesel,

and the propensity to consume growing among urban
families, no doubt the demand for cars is increasing.
Today, consumers are well read, more informed about the
new technologies which car manufacturers have to offer.
Now the demand is shifting more based on convenience and
sophistication, not to forget the awareness and
inclination towards safety. Today, there are multiple
options available in each segment and consumers are
educated to make comparisons and decide for themselves.

While global EV sales remain low, examples from other

countries indicate that various factors — a mix of push
and pull — could determine the pace of EV penetration in
India.

If we have to address the challenges our country is

facing – the increasing fuel import costs and pollution
— this can be managed with hybrids. We will have to work
on it to see the challenges and find solutions to resolve
them. The main challenge with electric vehicles is
infrastructure, charging stations, charging time.
Besides, the challenge of import dependence for battery
would not support ‘Make in India’.

The move to e-mobility is inevitable. Here, the pertinent

 question is the time for the market to adopt. It brings
with it challenges and opportunities for the automotive
industry and the broader ecosystem to capitalise on new
technologies; in the process, reap substantial economic
benefits and reduce dependence on fossil fuels, thereby
reducing carbon footprints. Concerted efforts by key
stakeholders can help EVs and hybrids become a self-
sustaining and profitable market in the near future.

As e-mobility penetrates worldwide, the cost structure of

vehicles is likely to change. The market for ICE
(Internal Combustion Engine) components like engine and
transmission could shrink gradually while key components
and systems related to EV motors and battery, charging
technology, power electronics and EV software could see
significant growth. With evolving technology across key
components, companies have enough room to expand their
play.

While the western world and the developed car markets are
working hard on the next level of evolution — autonomous
driving and IoT sparking the growth of connected cars —
as a country we need to think what is sustainable for the
nation. But the final word would be that of the
consumers.

The writer is Vice-Chairman, Toyota Kirloskar Motor

資料來源＊ https://www.thehindubusinessline.com/opinion/columns/shifting-
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Resources gears-to-roll-out-electric-vehicles/article25313438.ece
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