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2021-05-24

Forecast: Component Shortages and Supply Chain Disruptions

Chris Fisher
Chris Fisher

Since the latter part of last year, North American heavy commercial truck orders have been extremely strong as freight rates remain very high.  Both contract rates and spot rates are in record territory, primarily driven by consumer spending, a strong housing market and an improving manufacturing sector. 

The anticipation of the stimulus spending and increasing vaccination rates for Covid-19 are also driving optimism in the economy.  However, rising inflation could derail the improving economy.

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Continental Wins First Order for CV High-Performance Computer

Frankfurt, Germany–For the first time, Continental has won an order to supply the commercial vehicle sector with telematics units that include high-performance computers. This means that the technology company now also offers a solution that can master the increasing requirements for connectivity, complexity and functional scope in trucks.

Continental will use its telematics know-how – already proven in the passenger car sector – to complete this order from Volkswagen. Last year, Continental was the first supplier to put a high-performance computer with software into serial production. The computer connects the electronics architecture, controls data streams, and enables over-the-air updates for VW’s all-electronic ID series.

In its solution for trucks, Continental combines the telematics unit with a high-performance computer, enabling the mapping of a large number of additional functions and different applications. Particularly in the efficiency-driven transportation industry, this entails competition-relevant applications ranging from the digitalization of the logistics chain and remote diagnostics to secure over-the-air software updates.

Continental says its solution can manage the large data streams generated in the vehicle much better than conventional computers. As a result, it not only can create opportunities for even more innovative functions and services, but also can ensure a high degree of flexibility for the customer.

Founded in 1871, Continental offers safe, efficient, intelligent and affordable solutions for vehicles, machines, traffic and transportation.   PSR

2021-09-03

Automechanika Fair Shows CV Parts

Maxim Sakov
Maxim Sakov

MOSCOW–MIMS, also called Automechanika, is a trade show dedicated to automotive parts and components, automotive electronics and service/repair.

The fair was conducted this year at the Moscow Expocenter July 23 to 26.

Automechanika is a small local event. However, this year there were about 400 participants from 18 countries. The biggest delegations were from Russia and Turkey. There were companies from UK, India, Spain, Italy, Iran, UAE and other countries.

Among largest foreign participants were AJUSA, AZARD, AVS, ACPS automotive, BREMBO, BSG, CARVILLE, Conex distribution, Fenox, General Motors,  JP GROUP, KANN Group, KRAFT, KRAFTTECH, KRONER, LIQUI MOLY, Mutlu, Parts-Mall, RIVAL / MICHELIN, SANGSIN BRAKE, SKYWAY.

Russian companies were presented by GAZ Group, UGMK and many smaller component makers and trade houses.

Traditionally, this fair relates to the passenger cars segment. However, this year exhibitors showed parts for heavy duty vehicles and even construction/mining machines. PSR

2022-12-14

Acquisitions in Light/Medium EV Segment

NORTH AMERICA REPORT
Chris Fisher
Chris Fisher

2022 has been an interesting year on many commercial vehicle fronts including the medium and light electric commercial truck and van segment.  While large established OEMs such as Ford, who is expected to produce approximately 6,500 E-Transits at the Kansas City plant in 2022, there has been some shakeup within the electric commercial vehicle start-ups. 

During the past six months, Mullen Automotive, based in Brea, CA, has acquired the assets of the now bankrupt Electric Last Mile (ELMS) company and has acquired 60% of Bollinger Motors, which has yet to start vehicle production.

In September 2022, Mullen Automotive invested $148 million into Bollinger Motors, giving Mullen a 60% share of the company.  Bollinger plans on introducing their electric class 3 – 6 lineup of cargo vehicles starting in 2023 and it is likely that Bollinger will also manufacture the Mullen electric light commercial vans also starting production in 2023.

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