Professional Documents
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1-Horizon Scanning
1-Horizon Scanning
Today Agenda
Courses
PHASE 1 PHASE 2 PHASE 3 PHASE 4 plateform
Industry Industry future Industry Company
horizon exploration scenarios strategic
Scanning building reflection
(strategic options)
Instructions
1
Guidance
INDUSTRY COMPANY
3 4
Horizon scanning
How to spot emerging signals of change
Collection of a large amount of information
Introduction :
Broaden
your view
Main Goal of the
Horizon Scanning
Diverse scenarios about changes that might phase
occur in the future
5 6
7 8
9 10
Systemic thinking
What is currently changing ?
GOAL : 6 to 7 major Step 1 - Collect data
transformational axis
Adopt a
systemic
mode
11 12
Qualification Qualification
Qualification Qualification
Qualification Qualification
13 14
-A-
Qualification of
Data qualification guidance
the Data
17 18
Green
19 20
21 22
E-commerce in France
Trends characteristics
Trends : long & slow
Billions Euros
21 years
23 24
14 %
20 years
25 26 26
27 28
29 30
14 %
20 years
31 32
Impacts Transformative/evolutive
Trends
Trends -> Short term, medium term, High
Medium term
Short term
Time
33 34
+++
Long term Long term
Medium Medium
+
Medium term Medium term
35 36
14 %
Future
transformations
induced ? Long-term axis of Dramatic impacts on
transformations sectors/industries
Pace ?
Slow – Profound
Robust – Transformative
– Evolutive/Not static
– Future pace and impacts
37 38
Megatrends :
Types of trends structural forces
of change
Powerful forces of
social,
demographic,
Megatrends Industry trends environmental and
technological
changes that are
transforming the
world we live in
Trans-industry
39 40
Current
Brown
changes
– Signal that is
changing
currently ->
IMPACTS+
41 42
Impacts Impacts
Inflection points -> current brutal changes COVID
High High
Now
Now
Medium Medium
Inflexion point =
Signal of a brutal
acceleration
Inflexion point =
signal of an
emergent trend Time Time
43 44
Impacts
3 – The notion of Weak signals ->
not sure about the future development
High
and potential impacts
Now
Weak signal
– Early signs of currently
small changes ->
potentially IMPACTS+
Medium
Time
45 46
-B-
Data collection
guidance Nature of the data
Which type of information?
Nature, Gradularity,…?
What type of analysis?
Where ?
51 52
Qualitative X Quantitative
Exploration
Future ? Past & Present
Present Present
53 54
55 56
2
1 - Overall industry changes identification and
impacts
2 - Consumer/customer evolution and megatrends
that can influence its behavior in the future Industry
3 – Technologies/new usages & innovations, start- transformations
ups, and new entrants
4 – Current strategic behavior of each industry
actors: focus on incumbent companies and new Overlap 4 5
leading entrants
5 – Identify Main change drivers (accelerators and
inhibitors) and understand the whole dynamics of
the industry
57 58
Wholesalers
Suppliers Suppliers Manufacturers Final consumer
Distributors
Distinguish between
– Change drivers & change actors
– Profound transformations induced
Accelerators Deep
transformations
Inhibitors – What do they
change?
Qualification in 2010 ?
63 64
2020
European
policy :
Change driver
65 66
2030
on average
Londres : 2025 -> Se sont positionnés sur
l’interdiction de l’hybride aussi
67 68
Distinguish between
– Change drivers & change actors
– Profound transformations induced
Accelerators
40 towns
69 70
Distinguish between
– Change drivers & change actors
– Profound transformations induced BFEV: Battery full
electric vehicle
HEV: hybrid electric
vehicle Qualification ?
Accelerators Deep
PHEV: plug-in hybrid
transformations electric vehicle
Inhibitors – What do they
change?
71 72
Wholesalers
Suppliers Suppliers Manufacturers Final consumer
Distributors
For fuel
engines that
continue to be
on roads
73 74
Wholesale
Upstream
view
Supplier Manufactur rs Final
Suppliers
s ers Distributor consumer
s
By the end of
Qualification ? the decade,
more than 30
Battery gigafactories
75 Qualification today ? 76 76
77 77 78
Qualification in
2017 ?
Awarness -> Geopolitic dependency Environmental side
Lithium-Ion
2017 battery
Price of Lithium
• 6.000 dollars/tonne en 2015
• 25.000 dollars/tonnes en janvier
2018
Qualification in
2016-2017 ?
80 %
Geopolitical side
79 80
Battery
Qualification ?
2020
81 82
Qualification ?
Emerging industries
Qualification ?
Emerging industries
83 84
Upstream
Supplier
s
Suppliers
Manufactur
ers
Wholesale
rs
Distributor
s
Final
consumer
view
Change drivers ?
Etc.
85 86
DELPHI
Downstream
Automotive view “The number of
physical retail
industry outlets as we know
them today will be
dramatically
reduced by 2025”
Wholesalers Final
Suppliers Suppliers Manufacturers
Distributors consumer
KPMG
2018
Qualification in 2018 ?
87 88
Qualification ?
89 89 90
93 94
Qualification ?
Data concerns
and security
concerns
95 Qualification ? Inhibitors 96
Accelerators Consumption
Inhibitors
Accelerators
Qualification ?
Consumption
Inhibitors
Change drivers
Activists
“anti-
Free-floating rental car
discourses”
Qualification : Inhibitors 97 98
Qualification ? Qualification ?
Accelerators Consumption
Inhibitors
VTC or PHV
Free-floating rental car
Accelerators Consumption
Private Hire Inhibitors
Vehicles
Price increase
Shortage
VTC or PHV
Private Hire Vehicles Etc.
99 100
101 102
2 aspects 2 aspects
Technologies, new Start-ups, and new Technologies, new Start-ups, and new
usages and entrants usages and entrants
innovations innovations
105 106
107 108
Qualification?
Michigan - Detroit
2022
Qualification?
109 109 110 110
Qualification?
Qualification?
Car Infotainment : new services
2021
-> What kinds ?
GAFAM
Alibaba
111 112
2020
Toward Qualification?
“augmented
vehicle” ->
Autopilot
Advanced
Qualification ?
driving
assistance
Parking
assistance
Voice
recognition
Heated seats
Extra cameras
Etc.
Insights
115 116
2 aspects
117 118
Collapse
of entry
barriers
119 120
China will
play an
important
role
New electric
automakers
emerging for
several
years
121 122
2020
100 000
electric
delivery vans
2021
2020
Ford and Amazon : biggest
investors
Achieve net-zero CO2 emissions by
2040
123 124
https://www.youtube.com/watch?v=m0JoWQ
SWdKM
125 126
127 128
Economic,
business and
financial press
Europress and
Factiva
131 132
133 134
135 136
The change
drivers
– Accelerators
– Inhibitors
The
Understand the transformations
“change actors” – What do they
– Companies (new change?
entrants, etc.)
– State, Public
authorities
– Activists
– GAFAM
– Etc.
139 140
Public policies
The addition of 4 problems
– Less maintenance -> loss of Accelerator
revenue
– Less production stages -> major
industrial transformations E.V. transformation + decline fossil fuel cars
– Loss of know how, value and
leadership
– New entrants surge Accelerator
Accelerator
Dramatic impacts
Search for new source of revenue
IMPACTS ++++
141 142
Insights
Understand the dynamics of the
sector/industry
Acceleration in
software Distinguish between
differentiation – Change drivers & change actors
– Profound transformations induced
Accelerators Deep
transformations
Inhibitors – What do they
change?
143 144
Insights
Do not stay at the surface
– Understand the structural underlying
transformations
What are the main change drivers for this -C-
industry?
– Technological changes, societal changes, etc.. Assignments
What are the change actors?
What are the main changes/transformations
in this industry?
145 146
Team work
Inhibitors
November “Future exploration” through course Report 2
assumptions about future potential Half group work Accelerators Transformations
evolutions A time to Accelerators Transformations Inhibitors
Project manager discuss Inhibitors
16/17th Phase 3 - Distance Half traditional Project manager 3 Accelerators Transformations Accelerators Transformations
Inhibitors Inhibitors
November “Industry scenarios” : building and course Report 3
scripting 3 industry scenarios Half group work Isolated data Isolated data
Accelerators Transformations
23/24th Phase 4 - Distance Half traditional Project manager 4 Inhibitors
Accelerators
November “Company strategic reflexion” : course Report 4 Transformations
Around 50-70 Inhibitors
strategic options in the 4 industry Half group work
clusters or Accelerators Transformations
7/8th Phase 5 Project manager 5
structuring Inhibitors Isolated data
December Final report and presentation with Students’ phenomena
advices to identify horizon scanning presentations
151 152
targets
Team work
Inhibitors
November “Future exploration” through course Report 2
assumptions about future potential Half group work Accelerators Transformations
evolutions A time to Accelerators Transformations Inhibitors
Project manager discuss Inhibitors
16/17th Phase 3 - Distance Half traditional Project manager 3 Accelerators Transformations Accelerators Transformations
Inhibitors Inhibitors
November “Industry scenarios” : building and course Report 3
scripting 3 industry scenarios Half group work Isolated data Isolated data
Accelerators Transformations
23/24th Phase 4 - Distance Half traditional Project manager 4 Inhibitors
Accelerators
November “Company strategic reflexion” : course Report 4 Inhibitors
Transformations
Avoid the
“PESTEL 5 or 6 main
syndrome” LONG TERM
axes of
transformation
axis
155 156
6 long-term transformations
5 or 6 main Electric mobility and the progressive mix of
LONG TERM alternative fuels and powertrain technologies
axes of New digital services and features
New models of car consumption and business
transformation models (subscription)
Augmented car and functional transformation of
Independent enough vehicles
– Even if the change
drivers can be the same Tension between individual cars versus shared
– The nature of the collective urban mobility
transformations is Disintermediation and reintermediation within
distinct
– As less overlap as the automotive value chain (omnicanal)
possible in the
transformations
157 158
A tip…. 2
1
In order to verify -> industry transformation or
a change driver that may vary 3
“… More or less rapid…”
“… More or less important…” 5
6
4
8
159
9 160
Tension between individual cars versus shared collective urban mobility Digital services and features digital model
2
1
6
4 7
161
9162
Digital services and features digital model New models of car consumption and new business models (subscription)
163 164
First REPORT
PHASE 1 PHASE 2 PHASE 3 PHASE 4
Industry Industry future Industry Company
horizon exploration scenarios strategic
Scanning building reflection
(strategic options)
1
Conclusion
INDUSTRY COMPANY
165 166
Systemic thinking Systemic thinking Individual task -> until 2rd/3th November
167 168
Step 4 - Step 5 –
Change
drivers Grouping Naming +
can be
common
synthesis
Several
distinct major
axes of
transformation
169 170
Report 1
2rd November
PHASE 1
Industry Name of the project manager
horizon
Scanning Work of each member -> name
– Data collection and qualification
– Clusters/ structural phenomena
1
propositions
Collective work : 5-6 main axes
of transformation
– Name
– Synthesis -> quality
171