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Nuts and bolts are becoming commodotized by the day, as they do in any other industry frankly. EVs are a huge accelerator of this process because they are a fra

Nuts and bolts are becoming commodotized by the day, as they do in any other industry frankly. EVs are a huge accelerator of this process because they are a fraction of the complexity of an IC drivetrain. The supply chains in automotive are also becoming more dominant and most of the stuff in your car is sourced from Aptive or Bosch or Continental or whoever. So it's not just a commodity yet, but it will be - especially towards the lower third echelon of the market - in a decade or two (a decade is not long in auto industry terms; it's merely two product cycles).

Gravityloss 7y ago
What was not commoditized in automobiles in the seventies that is now?
- ndiscussion 7y ago
  We'll just keep waiting :)
- flyinglizard 7y ago
  The global supply chain was in its infancy. You had national suppliers, but nothing like the multinationals you see today. The number of automakers in the 1970s was much higher and the number of unique models (vs dress ups like GM does across brands) was higher still. Virtually no mass market car brand was formed in the last four decades, other than Tesla.
  - Gravityloss 7y ago
    Bosch was founded in 1897. Here Japanese cars made it big in the eighties. Korean cars in the last ten years. A local factory has produced Saab (now defunct), Porsche and now Mercedes cars, spanning about five decades? Maybe some consolidation but also I think there's a high amount of constant flux.
rootusrootus 7y ago
The ICE drivetrain is arguably the least complex part of a modern car. Converting to electric reduces some complexity, adds some, but fundamentally it's still a car. Nuts, bolts, ECUs, brakes, etc -- all of these have been commoditized for decades. What the manufacturer is bringing to the table is the structure. From the way it looks to the way it crumples in a crash, that is arguably the single most critical element of a car and I don't see any commoditization going on there. And those are two of the biggest decision makers for buyers.

Gravityloss 7y ago

What was not commoditized in automobiles in the seventies that is now?

ndiscussion 7y ago
We'll just keep waiting :)
flyinglizard 7y ago
The global supply chain was in its infancy. You had national suppliers, but nothing like the multinationals you see today. The number of automakers in the 1970s was much higher and the number of unique models (vs dress ups like GM does across brands) was higher still. Virtually no mass market car brand was formed in the last four decades, other than Tesla.
- Gravityloss 7y ago
  Bosch was founded in 1897. Here Japanese cars made it big in the eighties. Korean cars in the last ten years. A local factory has produced Saab (now defunct), Porsche and now Mercedes cars, spanning about five decades? Maybe some consolidation but also I think there's a high amount of constant flux.

rootusrootus 7y ago

The ICE drivetrain is arguably the least complex part of a modern car. Converting to electric reduces some complexity, adds some, but fundamentally it's still a car. Nuts, bolts, ECUs, brakes, etc -- all of these have been commoditized for decades. What the manufacturer is bringing to the table is the structure. From the way it looks to the way it crumples in a crash, that is arguably the single most critical element of a car and I don't see any commoditization going on there. And those are two of the biggest decision makers for buyers.