Summary of 자동차의 신이 말하는 미국 자동차 위기의 이유 (안병기 전 스텔란티스 부사장)

In this video, former Stellantis Vice President Ahn Byung-ki discusses the challenges facing the American automobile industry, particularly in the context of the shift towards electrification. He argues that the primary issue is the lack of internalization of technology within U.S. automakers. Ahn highlights that companies like General Motors (GM) have lost significant manpower and expertise in engine technology, which is critical for the transition to electric vehicles (EVs). He notes that many decision-makers in these companies come from traditional engine backgrounds, leading to a disconnect in understanding the new technological landscape.

Ahn explains that the rapid push towards electric vehicles by American automakers may have been premature, as they did not conduct sufficient analysis before committing to this shift. He contrasts this with companies like Hyundai and Toyota, which have maintained a balanced approach by continuing to invest in hybrid technologies while transitioning to EVs.

The discussion also touches on the competitive landscape, predicting that by 2030, Hyundai and Kia will likely rank second in sales, with Toyota maintaining the top position due to its strong hybrid technology. Ahn expresses skepticism about the ability of companies solely focused on electric vehicles, such as BYD and Tesla, to dominate the market without diversifying their offerings.

Ahn also raises concerns about the infrastructure for electric vehicles, particularly the availability of charging stations and the challenges posed by non-technical factors, such as government policies and market dynamics. He suggests that the U.S. needs to be cautious with tariff policies, as they could lead to higher prices and inflation, ultimately impacting the auto industry negatively.

Overall, Ahn emphasizes the importance of understanding technology at the executive level and the need for a strategic approach to navigate the evolving automotive landscape.

Presenters/Contributors:

Notable Quotes

— 24:13 — « In this day and age, there are companies that are equipped like that and companies that aren't. »
— 29:50 — « In a company that's like a huge concert, having so many brands is disadvantageous when developing a new system. »
— 30:40 — « Europe is somewhat weak because it has not been able to solve the problem of producing batteries in its own country. »
— 32:04 — « I think that the future will be very confusing. »
— 36:13 — « If you want to sell to the US, come to the US. »

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