THINKACTAUTOMOTIVEINSIGHTSMARKETSOpportunitiesinIranafterthesanctionsINTERVIEWFaurecia'sPatrickKolleronsupplierbusinessandleadershipinthedigitalageManyoftheOEMsweknowtodaywillendupasmereDeviceManufacturers.1|2016BEYONDMAINSTREAMTRANSFORMATIONOFTHECARINDUSTRYWhowillcapturemostofthefutureprofitpools?PAGE22AUTOMOTIVEINSIGHTSTHINKACTAUTOMOTIVEINSIGHTS1|2016FUTUREPROFITSINCARINDUSTRY2AutomotiveInsights1|20162AutomotiveInsights1|2016Howwilltraditionalautomotivecompaniesearnmoneyinthefuture?3AutomotiveInsights1|2016Editorial3Illustrations:Cover:SasanPix,P.3:BenKirchner/HeartAgencyLet'sbehonest:overthepast100years,theautomotiveindustrysawverylineardevelop-ment.Maybethat'swhyweallliketohypenewtrendslikethefirst"telematicswave"15yearsago.Wehadhighexpectations,whichquicklylapsedintomanyyearsofsilence.Withallthebuzzaboutelectriccarsandautomateddriving,arewenowinasimilarsituation?FOURSTRONGTRENDSare"meeting"atthesamepointintime.ThereforeatRolandBergerweareconvincedthatthistime,it'sdifferent.Firstly,thereisstrongglobalandregulatorypressuretoreduceCO2emissions,whileatthesametimeachievingaworldwithvirtuallyzeroroad-trafficfatalities.Secondly,consumerbe-haviorischangingdramatically(e.g.sharingeconomy).Thirdly,weobserveastrongstrate-gicmotivationandfinancialmeansofnon-tra-ditionalplayerstoinvestindisruptivetechno-logyandbusinessmodels.Andfourthly,newenablingtechnologiesareavailableatrelativelylowcost.Theimplicationisclear:thetradi-tionalautomotivevaluechainwillseemoredisruptioninthenextdecadethanithassincetheautomobilewasinvented.AUTOMOTIVEINSIGHTSoffershelpfulguid-anceasautomotiveindustryplayersseekouttherightpathtosucceedinthisnewworld.Forthefirsttimesincethedawnofthisnewera,wehaveconductedathoroughsurveyofthelandscape:ourGlobalAutomotiveEcosys-temRevenueStreamandProfitPoolModelsenableustomapoutscenariosthatvisualizethebigshiftsinrevenueandprofitperfor-mance.Knowingthelikelychangesinadvancewillprovidestakeholderswithabettersenseofstrategicinvestmentstheyshouldmakeintheautomotive...
