segunda-feira, outubro 10, 2016

Mongo a bater à porta. Tão bom!!!

Ontem no Twitter o @nticomuna chamou a atenção para este artigo precioso, "Deutsche Post van signals new entrant threat to auto industry".
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O artigo é um exemplo da tendência que enquadramos no fenómeno a que chamamos de Mongo. Os gigantes, emaranhados com o seu umbigo, muito preocupados com a eficiência e os custos, tentando ser tudo para todos, abrem as oportunidades a novos actores. Já escrevi aqui várias vezes acerca da tendência junto dos consumidores com o Local Motors. Agora, é no B2B:
"German logistics giant Deutsche Post has designed and built its own electric delivery van, exploiting sweeping changes in manufacturing technology which could upend the established order in the auto industry.
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For the moment, Deutsche Post is using the vehicles itself to meet growing demand for e-commerce deliveries without adding to air pollution in German cities, replacing conventional Volkswagen vans.
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But having decided to go it alone with the project - upsetting VW "beyond measure" - the group will soon decide whether to start selling the Streetscooter model and join those set to compete directly with established automakers.
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Advances in manufacturing software are allowing the likes of Deutsche Post, Google and start-ups to tap suppliers to design, engineer and test new vehicle concepts without hiring thousands of engineering staff or investing billions in tooling and factories.[Moi ici: outra forma de democratização da produção]
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Technical and engineering know-how among this network of suppliers has blossomed since traditional manufacturers began farming out research and development to keep their own costs down after the global financial crisis of 2008-09.
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Deutsche Post says it took this route when the conventional vehicle makers turned down requests to build the electric vans in what are limited numbers by their standards.[Moi ici: Isto é tão previsível!!! Isto mata a inovação nas empresas grandes, só projectos mega é que passam no crivo, os únicos com potencial de retorno mega. Só que projectos mega são para lá do chasm de Geoffrey Moore, não podem ser inovadores, por definição. BTW, recordar isto.]
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"We are purposely not reinventing the wheel. We do not produce a single component ourselves. Everything comes from a supplier,"
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With e-commerce orders rising, Deutsche Post knew increasing inner city delivery trips would mean more pollution unless it switched to zero-emission vehicles. "We scanned the market. There was no electric van available so we decided to build our own," Deutsche Post board member Juergen Gerdes told Reuters.
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Electric vehicles - which are far simpler in design than combustion-engined cars - require only a tenth of the staff during assembly, dramatically lowering production costs.
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"We designed it as a tool. So the fit and finish does not need to be as good as in a passenger car," Neidlinger said.
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Analysts say Deutsche Post has shown the motor industry's shortcomings. "They have opened up a new segment, one which the conventional carmakers have not discovered because they are too hamstrung by their own processes,"
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For commercial reasons he wouldn't put a price on the Streetscooter, but said: "It did not cost billions to develop and produce. You will not believe how cheap it is to make.""

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