Will established OEMs survive the EV revolution? (Part 2 of 2)
Play • 8 min
In Summary:
  • Incumbents face the dilemma of past investment, present revenue stream, and placing the future bet
  • The EV supply chain is very different to the current ICE engine
  • New business models are emerging, which makes the transition to EV difficult for OEMs

Refer to this article for more details: Will established OEMs survive the EV revolution? (Part 2 of 2) - EV Quotient's Newsletter (substack.com)

Episode Art Credits: Photo by Julian Hochgesang on Unsplash

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