MUNICH, TESLA, AND WINDING DOWN ICE OPS - AUTOLINE AFTER HOURS 570

EV Channels Review

This episode of Autoline After Hours discusses the evolving nature of auto shows, using the IAA Mobility event in Munich as a case study. The panel notes a significant shift away from traditional car displays towards urban mobility, with fewer manufacturers and more emphasis on bicycles and micro-mobility. While some automakers like Mercedes and BMW still presented new models, the overall scale and ambition of the show were diminished compared to past Frankfurt Motor Shows. The discussion highlights that traditional auto shows are likely obsolete, accelerated by the pandemic, as manufacturers can now achieve better reach and cost-effectiveness through digital channels. The conversation also touches on the challenges legacy automakers face in adapting to electrification and new technologies, contrasting Tesla's rapid iteration and cost-reduction strategies (like large castings and aluminum wiring) with the slower, more process-bound approaches of established OEMs. The panel expresses skepticism about the long-term viability of traditional auto shows and the ability of legacy companies to keep pace with agile newcomers.