A series of articles on the Battery Monitor 2022 report, a step-by-step assessment of the lithium-ion battery value chain. Part one: An overview of the battery market.
How new growth comes out of innovation and disruption
New technologies are the key to progress and rising prosperity. Innovations in the fundamental technologies like semiconductors , batteries, sensors, actuators and artificial intelligence (AI) are what made modern achievements such as smartphones, electric cars, robots and other autonomous systems possible in the first place. They also form the basis for new business models driven by data and software. But innovations are often accompanied by unexpected changes in value chains and massive disruption for entire sectors of the economy.
This is precisely where Roland Berger’s advisory services come in. Our internationally experienced consultants support automotive, industrial, and technology companies in achieving new growth through innovation and adapting their business model, organization and processes to the new demands they face. Working closely with an international network of experts, our consultants provide the tools, ideas and expertise businesses need.
Turning disruption into new growth
In the past, innovations were mostly specific to a single industry. Now, technological breakthroughs often trigger upheavals across entire sectors. Massively parallel processor arrays (GPUs, TPUs), for example, originated in the world of computer gaming - yet now they are increasingly replacing industry-specific solutions for things like infotainment in vehicles. Motors and power electronics in electric cars are setting new standards for industrial applications, while low-cost sensors are generating the volumes of data needed for machine learning. The development of highly efficient energy storage systems is driven by the huge demand in the automotive industry , but it is also bringing costs down for other use cases.
Roland Berger’s consulting expertise also includes electronic hardware (particularly semiconductors, sensors/actuators, and power electronics), embedded software, power generation and storage (including modern battery technologies and other electrochemical methods); autonomous mobility; and other applications that are moving industry forward.
The advice we offer our clients centers on identifying how new technologies are impacting their business models, strategies, and organizational structures, and how to turn challenges into opportunities and new business growth.
Future of eMobility and battery technology
Novel e-mobility scenarios, including autonomous driving, digitalization, and electrification are evolving from new technologies , new market entrants, and new approaches from traditional industry players - and catalyzing unprecedented disruption in the process.
With increasing environmental concerns and ESG goals, consumer demand, and rapid adoption prompting subsidies and commercial investment, electric vehicles (EVs) are becoming more commonplace. Traditional OEMs are providing competition for pure play BEV OEMs, with commitments to increased EV production, or plans to convert entire passenger and/or commercial vehicle lines from ICEs to EVs. As a result, the EV battery market is growing and demand is accelerating, with sustainability and raw material availability as top challenges.
Vehicles also require ever-increasing amounts of software , and OEMs are moving to a Software-Defined Vehicle (SDV) Approach, where vehicles are built around software platforms. Digitalization and software have become differentiators, pressuring OEMs and suppliers to develop new software-based products and services, and even innovative software business models.
While the semiconductor shortage continues to impact automotive and industrial companies , it also presents opportunity to rethink near- and long-term strategies. In Roland Berger’s report on the state of the chip industry, “Semiconductor Shortage: A Different Kind of Trouble Ahead,” we offer recommendations on what industry leaders can do to improve future outcomes. In conjunction with leading industry partners, Roland Berger also regularly publishes industry reports including our EV Charging Index ,and co-publishes the Automotive Disruption Radar (ADR) platform, a web-based tool that helps OEMs and suppliers to better plan their business strategies.
Battery Monitor 2022: Technology and sustainability in the battery market
Battery Monitor 2022 assesses the entire lithium-ion value chain, focusing on sustainability, technological progress, the electric vehicle market and raw material availability.
Singapore takes pole in latest ADR as global downturn hits Europe and China
Find our our recent study results as well as our recent findings on car-as-a-service models and the post-Covid return of mobility solutions.
Digging deeper: How to manage supply chain risk for lithium-ion batteries
Lithium-ion batteries are key to electric vehicle production. However, supply chain disruptions force OEMs and other players to reorganize their supply structures.
Energy storage enters adolescence
Energy storage is set to experience a growth spurt over the coming years. But fundamental questions remain for developers, utilities, suppliers and investors.
Battery recycling is a key market of the future: Is it also an opportunity for Europe?
The industry shrank by a quarter in the 2008/2009 crisis. This time the decline will likely be similar. Companies urgently need to invest.
E-Mobility booms despite the pandemic
The "E-Mobility Index 2021" shows that the industry is booming. This is due to higher sales figures, increasing production capacities and more models.
6 months of rapid growth: What we learned from our second EV study
Find out about the top five leading countries in the EV market and which impact new trends have on the EV industry.
EV Charging Index – new trends affecting the electric vehicle charging industry
To support and sustain the rapid adoption of EV, charging infrastructure must be developed
Future of Autonomous Mobility
The car of the future – the autonomous vehicle – has arrived. While highways ruled by driverless cars are still a few years away, autonomous players are testing cars and taxis on the streets of major cities around the globe, and their promise to revolutionize the way we commute is quickly coming closer.
The cars, which rely on sensors, actuators, complex algorithms, machine learning systems, and powerful processors to execute software, create and maintain a map of their surroundings based on a variety of sensors situated around the vehicle. As a result, the automotive industry is facing a disruption driven largely by the tech industry – and technologies needed to realize digital immersion constitute a new playground for incumbent automotive players, startups, tech companies and infrastructure providers alike. Autonomous vehicle technology has been around for years, in the form of advanced driver-assistance systems (ADAS), now, many ADAS features are found in new mass market vehicles. Passenger drones , in the form of air taxis and shuttles, are emerging as a new autonomous mobility mode known as Urban Air Mobility (UAM) - and offer a highly promising future to make travel more time-efficient.
Roland Berger advises stakeholders in the autonomous transportation space including OEMs, startups, and tech and infrastructure providers on how to navigate both the challenges and opportunities presented by this emerging industry. Additionallly, we regularly share our industry research and insights, through publications such as our Computer on Wheels series.
Semiconductor shortage 2023: A different kind of trouble ahead
The problem of shortages, oversupply and excess inventories of semiconductors continues to preoccupy the economy. As consumer demand slows, chipmakers are rebuilding inventories from historic lows. The good news is that falling consumer demand is improving the supply of leading-edge and advanced-node semiconductors. The bad news is that this is not improving the low supply of legacy chips, which are most important to industrial companies.
Computer on Wheels: The software-defined vehicle approach
Find out which impact software and new technologies have on the automotive OEMs and which challenges and opportunities the industry is currently facing.
Steering through the semiconductor crisis
Find out which impact the semiconductor crisis has on automakers and which steps have to be taken now.
Semiconductor crisis in the automotive industry
Learn more about the global crisis in automotive semiconductor supply and what near-, medium- and long-term actions Roland Berger recommends.
Computer on Wheels: A new role for Tier 1 suppliers
Learn more about how software platforms are disrupting the automotive industry, especially Tier 1 suppliers, and how this affects the automotive value chain.
A path to success for the EU semiconductor industry
The joint declaration of many EU member states on strengthening the European semiconductor industry seeks to put the sector back on its feet. Read more about the potential of this initiative and the importance of non-EU partnerships.
What is so special about passive components?
How passive component suppliers can grow their business, maximise synergies, and optimise profitability
Printed circuit boards are rapidly changing
The new study by Roland Berger reveals the challenges and opportunities as Printed Circuit Boards move closer towards the semiconductor industry.
Computers on Wheels: Turning OEMs into software-enabled companies
The automotive industry still has problems with software integration. To overcome them, OEMs must transform their organization.
Computer on Wheels: Disruption in automotive electronics and semiconductors
The car of the future is an electrified, semi-autonomous computer on wheels – turning an entire industry upside down.
Advanced Driver-Assistance Systems: A ubiquitous technology for the future of vehicles
Learn more about the near-term adoption of ADAS, the future market predictions, and how COVID has impacted this transformative and fast-growing technology.
Future of Health Technology
Today’s healthcare patients are confronted with a wide array of new diagnostic approaches, from smartphone apps to home testing and even genetic analysis. Combined with technological advances such as wearable devices, telehealth services, and other higher personalized applications, and the use of Big Data and artificial intelligence (AI) to find the right treatment, technology-driven healthcare platforms are becoming the new normal.
This revolution is disrupting and transforming the way patients interact with and receive health-related services , empowering and giving them more agency than ever over their health. Digital health platforms are also redefining roles for insurers and providers, strengthening the position of tech companies and startups – and changing the healthcare market beyond recognition.
Roland Berger’s digital healthcare experts, and our Future of Health series, help stakeholders better understand new and emerging technologies, the impact of industry trends, and advise on how players in the healthcare industry should be responding.
Future of health 4 – The patients of tomorrow
Roland Berger's study "Future of health 4" examines tomorrow's patients – their attitudes to innovation, trust in healthcare participants and willingness to pay.
Can the MedTech sector keep outperforming?
The Roland Berger Global MedTech Report 2022 shows that medtech "winners" are highly profitable companies with strong growth and on average invest more in research and development than "underperformers". Winners are significantly more efficient in capital allocation and had on average twice the market capitalisation of underperformers. Medical technology companies from the USA are thus the most profitable, which is mainly due to better access to the lucrative US market.
How the phygital model is going to transform healthcare
The coming together of the physical and digital worlds is giving a new boost to innovation in healthcare. How will that impact markets, players and patients?
Future of Health – The rise of healthcare platforms
Global spending on digital health could reach almost EUR 1 trillion by 2025. Digital platforms are reshaping the market – but who is making the race is still undecided.
Future of Precision Farming and Food Tech
Multiple factors, including climate change ; water, land, and other resource scarcity; invasive species and disease; the growing global population; and providing a stable livelihood for farmers continue to challenge the global agriculture industry. However digitalization is catalyzing positive change for the farm of the future, and for participants in the agricultural value chain, from independent farmers to large growers.
Precision farming utilizes technology and predictive analytics software to provide guidance on everything from soil, seed, and plant health to fertilization and pest control, and optimal planting and harvesting times, as well as automation of processes. Digitalization is helping the agribusiness industry to reduce time and production costs, address increasing demands on animal welfare, promote more sustainable food production, and produce better financial outcomes. Additionally, consumer concerns about the environment, health and wellness, and animal welfare continue to drive growth in the alternative proteins sector . Technologically-driven ingredient players are creating tasty products that help manufacturers meet consumer demand.
Roland Berger supports the farming and food industries with technology-based strategies that improve operations and deliver better outcomes for stakeholders. We also partner with farming and growing organizations on studies regarding current issues impacting the agribusiness industry.
Global warming, rising inflation, and limited resources are straining the global food supply. Here’s how automation and robotics can turn the tide in the farming industry, according to new Roland Berger research.
Plant protein supply not keeping with demand. Can the pea save it?
As the alternative plant-based alternative protein market will significantly take off in the next five years, food companies must reconsider their position in the market if they wish to profit from the rising demand.
How health and sustainability trends are driving changes in customer behaviour
Covid-19 has impacted businesses and individuals alike, this publication outlines how health and sustainability trends are driving changes in customer behavior.
Agriculture 4.0 - Digitalization as an opportunity
Precision farming improves farmer livelihoods and ensures sustainable food production. This involves the interaction of different segments.
Future of Artificial Intelligence in Industry
Digitalization and smart technology continue to disrupt manufacturing . Big data, IoT, Industry 4.0, and AI are creating smarter and better-connected supply chains and enabling predictive maintenance that reduces risks, failures, and production costs. AI can also take over complex manufacturing tasks, produce more complex products,and even make supply chains more sustainable by driving greater efficiency in energy and raw materials use.
Quantum technology has the potential to disrupt and redefine manufacturing even further. For example, it could be used to monitor and operate industrial processes in real-time, making them more intelligent, safe, and reliable, and lead to the development of more efficient business models and supply chain solutions. It can also catalyize major innovation in product development and chemical discovery. Quantum computers, for example, can model chemical processes inside of batteries or pharmaceutical event chains. Properties of molecular structures and substances can be analyzed via quantum simulation, leading to the development of new and more effective solutions, and even automatic detection of diseases like cancer.
As part of our Next Gen Manufacturing platform, Roland Berger helps our clients understand the current potential for using AI and digitalization to improve their operations, resilience, and competitiveness. We are also helping them understand how the evolution of quantum technology could impact their existing business models, and to prepare for the shift as part of their strategic planning considerations.
Quantum sensors are a quantum leap for sensing technology
Recent quantum innovation has improved the accuracy and limits of current sensor technology, according to new research by Roland Berger. This will have a big impact on field sensors, microscopy, atomic clocks, positioning systems, mineral prospecting, and seismology among others. The new degree of measurement accuracy paired with economic benefits demonstrates a steep growth path for quantum sensors.
Quantum technology: The next big disruption?
Quantum technology has the potential to transform the economy and civil society.
Gaining competitiveness with Next Generation Manufacturing
Roland Berger’s study takes a close look at the six trends reimagining manufacturing and how companies can benefit from this next generation of opportunities.
NGM country radar: Seize the opportunity in manufacturing
Roland Berger's NGM country radar helps production strategists to capitalize on the trends sweeping across the manufacturing industry
The digital dilemma: Business and IT have fallen out of alignment
Companies are stuck in a digital dilemma, unable to move forward and unwilling to go back. Roland Berger lays out the building blocks to get unstuck.
Reboot: Preparing for the new normal in technology-based industries – A summary
Scenarios on economic recovery from the coronavirus crisis and perseverance of free trade to help technology-based industries prepare for the new normal
We offer a bespoke portfolio of solutions
Technological innovation forms the basis of many of the world's leading businesses. As a global consultancy, Roland Berger has an international network of consultants spread across regional markets, covering the full range of business, strategic, regulatory and technological expertise. We also support companies and their management with the implementation and delivery of end-to-end solutions.
Roland Berger also provides advisory services for investors. In particular, we offer commercial and vendor due diligence, acquisition target search and screening, and support during the M&A process. These projects often require market and technology driven valuations of startups, highly innovative niche players or other companies with new business models and disruptive technologies, which our experts conduct with their specialized skillset.
Reach out to our global experts for more information on our specific solutions and consulting services.