Scelte strategiche Daimler (Mercedes/Smart)

[Auditore]

5 ore fa, Gil scrive:

quattroruote credo che dica che mercdes abbandonera' classe a e derivati

link della notizia?

[4200blu]

Daimler will shrink with shift to EVs, AVs, CEO says

FRANKFURT -- Daimler will be a smaller company five years from now, focused on capturing recurring revenues with software-based services as Mercedes-Benz seeks to redefine luxury in an era of electric and self-driving cars, CEO Ola Kaellenius said.

The Stuttgart-based company founded by Carl Benz, who patented the first gasoline-powered car in 1886, is accelerating plans to shift the automaker beyond combustion-engine vehicles, a step which will result in job losses.

"The next five years we will become a smaller company," Kaellenius told a Reuters Events broadcast on Thursday. "We will have a fundamental change in the industrial footprint on the powertrain side," he said.

Jobs will disappear because it takes less time to build an electric car than a conventional gasoline or diesel version.

That's because an electric car's battery and motor have only 200 components, compared with at least 1,400 parts found in a combustion engine and transmission, according to analysts at ING.

The shift away from fossil fuel requires the automaker to double down on efficiency so it can free up resources to build electric and self-driving cars, Kallenius said.

"We are hiring a lot of new software engineers, experts in battery chemistry, electrification," he explained.

Making Daimler smaller also fits with a new era where luxury no longer defines itself through opulence and excess but also through sustainability and efficiency.

"There is no doubt in our minds that the footprint that this product leaves on this Earth needs to be smaller. That is part of the modern luxury promise," Kaellenius said.

Mercedes-Benz is tapping engineering expertise from its Formula One team to build the EQXX, an electric vehicle which aims to be the most efficient vehicle capable of taking passengers from Stuttgart, Germany, to Marseille, France, on a single charge.

"It is a pre-development project to introduce new technologies," Kaellenius said.

Daimler also wants to offer customers new digital services so it can make money with new, recurring sources of revenue such as assisted driving functionalities and infotainment services when it unveils a new vehicle operating system in 2024.

"Think about it like an iPhone," Kallenius said, explaining that with new software updates, new services and functions can be included.

"You can add to it," he said. "That’s the beauty of it."

To invest in digital tech, Daimler plans to tap growth in China, potentially by building new models in the market where Mercedes-Benz sees the biggest growth potential over the next 10 years.

"If we have individual models which reach a critical mass in China ... that’s possible," Kaellenius said, adding that no decision has been made to localise production of new models.

"It depends on how the market develops," he said.

 

(AutomotiveNews)

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Mercedes e Geely hanno confermato che costruiscono insieme una nuova serie di motori modulari (ICE/ibrido) con una produzione in Cina e Germania. I motori saranno usati per auto di Mercedes, Volvo a marchi di Geely. Primo uso molto probabile 2024.

 

[VuOtto]

15 minuti fa, 4200blu scrive:

Mercedes e Geely hanno confermato che costruiscono insieme una nuova serie di motori modulari (ICE/ibrido) con una produzione in Cina e Germania. I motori saranno usati per auto di Mercedes, Volvo a marchi di Geely. Primo uso molto probabile 2024.

 

 

Vista la situazione, oltre alla fisiologica contrazione dell'offerta oggi presente nei listini (e già stiamo assistendo alla riduzione della scelta motori ad esempio da Jaguar), credo che stiano davvero dando l'estrema unzione alla ricerca tecnologica sui motori ICE. 

 

Dal mio punto di vista, molte case automobilistiche non andranno ad investire nell'aggiornare i loro motori ICE per soddisfare la normativa EU7, preferendo invece uno "swap to electric" della loro gamma, o di gran parte di essa, per lo meno per MB.

 

Tuttavia, non so come si muoveranno altre case come BMW, FCA e VAG. Non sembra ipotizzabile un totale abbandono dei motori ICE nei prossimi anni, e sinceramente non credo che ciò che proclama Kallenius sia attuabile in così poco tempo...ma mettiamocela via, l'era ICE è finita, c'è poco da fare. Nonostante, per esempio, mi affascini molto il mondo elettrico.......mi lascia, da petrolheads, assai triste il sapere che molte cose che hanno definito le auto negli anni, specialmente il sound, vada perso. Sarò anche aggrappato ad un' altra epoca....ma la mattina in inverno, quando giro la chiave della mia TDS E39, mi commuove dover aspettare 7/8 secondi prima di accenderla aspettando che si spenga la scritta "preriscaldamento" nel display sotto il tachimetro.

 

Dobbiamo accogliere il cambiamento poiché non abbiamo alternativa, ma al contempo....sono molto triste per la perdita della componente sonora, cosa molto esotica, delle auto, specie quelle sportive.

 

L'unica è prendersi qualcosa oggi........magari una youngtimer vecchia scuola, da sistemarsi negli anni e da tenere per i momenti di nostalgia (se mai ci lasceranno poi guidarle in futuro....) 

Modificato 18 Novembre 2020 da VuOtto

[4200blu]

6 ore fa, VuOtto scrive:

Tuttavia, non so come si muoveranno altre case come BMW, FCA e VAG. Non sembra ipotizzabile un totale abbandono dei motori ICE nei prossimi anni,

 

In generale almeno in BMW si ha previsto ancora un uso lungo per le ICE anche in Europa, ma non so cosa succede, se la EU fa/decide davvero questa ca**ta con i limiti della Euro7? Poi potrebbe diventare molto difficile per le ICE qui (anche in versione ibrido).

[Davialfa]

Il nuovo schermino

 

 

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Stuttgart, Germany – Daimler completed the financial year of 2020 in a challenging environment with a very strong fourth quarter, in particular with regard to Industrial Free Cash Flow. All divisions contributed to this success. Mercedes-Benz Cars and Vans exceeded key financial metrics of the financial year 2019.

Industrial Free Cash Flow, Daimler Group EBIT, Mercedes-Benz Cars & Vans Return on Sales adjusted and Daimler Mobility Return on Equity adjusted are all significantly above Daimler’s guidance or significantly above market expectations for the financial year 2020.

The Industrial Free Cash Flow in the fourth quarter reflects the continued extensive cost and cash preservation measures and strong operative performances across all divisions leading to favorable cash-conversion ratios.

“Our strategic initiatives and our intense operational efforts are combining to deliver a significant improvement in financial performance across the company. We have continued to keep a tight grip on cost and cash while on the commercial side we have seen strong demand for our products across all major markets and divisions. At Mercedes-Benz Cars & Vans, we were able to combine a rapid acceleration in xEV sales with a strong financial result in Q4. At Daimler Trucks, the recovery of the US-market has accelerated and we are beginning to see a positive impact from new efficiency measures in our European operations. We intend to continue to make further progress on cost-efficiencies in 2021 and will accelerate the implementation of our strategic initiatives,” stated Ola Källenius, Chairman of the Board of Management of Daimler AG and Mercedes-Benz AG.

The following stated figures for the FY 2020 are preliminary and unaudited:

• Industrial Free Cash Flow: € 8,259 million (consensus: € 5,296 million);
  Industrial Free Cash Flow adjusted: € 9,155 million (consensus: n/a)

• Net Industrial Liquidity: € 17.9 billion (end of Q3 2020: € 13.1 billion)

• Daimler Group EBIT: € 6,603 million (consensus: € 5,245 million);
  EBIT adjusted: € 8,641 million (consensus: € 7,120 million)
   
• Mercedes-Benz Cars & Vans EBIT: € 5,172 million (consensus: € 3,850 million);
  EBIT adjusted: € 6,802 million (consensus: € 5,390 million);
  Return on Sales (RoS) adjusted: 6.9% (consensus: 5.5%)

• Daimler Trucks & Buses EBIT: € 525 million (consensus: € 556 million);
  adjusted EBIT: € 678 million (consensus: € 689 million);
  Return on Sales (RoS) adjusted: 2.0% (consensus: 2.0%)

• Daimler Mobility EBIT: € 1,436 million (consensus: € 1,318 million);
  adjusted EBIT: € 1,595 million (consensus: € 1,449 million);
  Return on Equity (RoE) adjusted: 10.9% (consensus: n/a)

(Daimler-Benz)

 

[4200blu]

Daimler to become Mercedes-Benz, split trucks unit from cars

 

Daimler plans to split up into the world’s largest makers of luxury cars and commercial vehicles, renaming itself Mercedes-Benz and separately listing its truck unit by year-end.

The plan to distribute a majority of Daimler Truck to shareholders is the most significant shake-up Ola Kallenius has made since taking over the top job at the German giant almost two years ago.

The spinoff will appease investors who long advocated for the move, citing a stubbornly low valuation for the group company. While Daimler recently tweaked its corporate structure to give more independence to its main divisions, it was viewed as a half measure and did little to boost sentiment.

The move represents the start of a "profound reshaping of the company," Kallenius said in a statement on Wednesday. "Mercedes-Benz Cars & Vans and Daimler Trucks & Buses are different businesses with specific customer groups, technology paths and capital needs," he said.

"Given this context, we believe they will be able to operate most effectively as independent entities, equipped with strong net liquidity and free from the constraints of a conglomerate structure," Kallenius said.

Sanford C. Bernstein analyst Arndt Ellinghorst said: "The outcome is extremely positive for all shareholders and we’re convinced that this is also in the best interest of all employees at Daimler. It’s also a strong positive statement for the German corporate landscape and financial market."

Daimler’s truck unit could be worth about 29 billion euros ($35 billion) if valued at multiples similar to Volvo AB, although it would need to substantially improve returns to justify that valuation, Deutsche Bank analysts wrote in a January report. Bernstein’s estimate is even higher at 35 billion euros.

Volvo issued a bullish outlook for the global truck market earlier Wednesday within its report of better-than-expected quarterly earnings. Transport and construction activity has fully recovered in most markets and improved customer confidence, according to the company. It raised its forecast for heavy-duty vehicle sales in Europe and North America this year by a combined 90,000 units.

The results raise the bar for Daimler Truck, which has long trailed its Swedish rival in terms of profitability. Volvo’s operating margin of almost 13 percent is “the highest the company has ever reached in recent memory,” RBC analyst Tom Narayan said in a note.

Daimler officials previously balked at selling individual divisions in the past but had kept the door open to a partial listing of the trucks unit. German rival Volkswagen pushed through an IPO of its truck operation Traton in 2019, and the business now has a market value of almost 12 billion euros. Traton agreed last year to acquire Navistar International to challenge Daimler and Volvo in North America, the industry’s biggest source of profits.

Daimler’s truck division contributed 40.2 billion euros of revenue in 2019, according to the company’s annual report. It sold 488,521 vehicles worldwide and generated 2.46 billion euros in earnings before interest and taxes that year. While the North American Freightliner brand posts robust profits, the European operations have gone through multiple rounds of restructuring.

 

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Modificato 5 Marzo 2021 da 4200blu

[ciciuporchittu]

Quindi le Phev avranno un ridimensionamento tra il 2025 e il 2030? E comunque rispetto alle % previste e annunciate per la prossima decade vedo che rimane ancora una gran fetta di motori ice ( menomale)