Industries · Industrials and mobility
Automotive and electric vehicles
How carmakers, suppliers and dealers each make money, why platforms and scale matter so much, what a battery costs, how electric vehicle adoption differs by region, and why two- and three-wheelers lead the change in India and much of Asia.
Key takeaways
- A carmaker designs, assembles and brands vehicles, but buys most of the parts from suppliers and sells through dealers.
- Of the price a buyer pays for a car, a large share goes to tax and the dealer, and most of the rest pays for parts.
- Automotive cases usually ask how to restore profit, whether to launch or localize a model, how to respond to cheaper EV rivals, or how to build an EV business.
- Explain the roles of carmakers (OEMs), suppliers and dealers, and where each earns profit
- Build a car price waterfall from the showroom price to the carmaker's profit
- Explain platform economics and battery cost per kWh
- Compare electric vehicle adoption in China, Europe, the US, India and Southeast Asia
- Crack typical automotive cases, starting with the right driver
Lessons
How the automotive industry works: OEMs, suppliers and dealers
Who does what between the steel mill and the driver, how each player makes money, the cost structure of a car, and the metrics the industry watches.
Car economics, electric vehicles and the automotive supply chain
A price waterfall from showroom to carmaker profit, platform economics, battery cost, the economics of an electric scooter in India, and how the supply chain runs.
Automotive players, EV adoption by region, trends 2024 to 2026, and how to crack the cases
Who the players are, how fast EVs are spreading in each region, the policies behind it, typical prompts, traps and drills.
Worked cases in this module
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Key terms