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What does China's Auto Industry mean for the world?

Date
March 18, 2025
Time
2:00 PM EDT - 3:00 PM EDT
Location
JOR 1402 and zoom
Open To
TMU Community

Zoom link: torontomu.zoom.us/j/98545339983?pwd=IF2tp7jvjaYdAilPwwb5EaKmRxRKJj.1

Meeting ID: 985 4533 9983 Passcode: 157992

Speaker: Dr. Marcus Schütz

Summary: From the mid 1980s China's auto industry has developed into one of the Nation's pillar industries. Export, global acquisitions and increasing global market penetration are shaping the international auto world. This has been accelerated by rapid Chinese developments in the electric vehicle space, and further pushed by controlling 60 % of the world's battery supply. Speed, innovation and quality have been major drivers on putting pressure on incumbent OEMs. Meanwhile governments act with tariff and non-tariff measures to protect domestic manufacturers. Markets as well as geopolitics are now driving the industrial landscape, locations of production sites and the shape of supply chains. At the same time the industry is heading towards a revolution of L5 autonomous driving, which will change everything: ownership models, infrastructure development and even city planning.

Bio: Dr. Marcus Schütz is a former executive of the Volkswagen Group, manager at Bosch and was with the Boston Consulting Group (BCG) and Arthur D. Little. He is Managing Partner at MCS & Partner, serving clients in the field of international management and global board development. Further, he is Company Director and General Manager at Swissforecast and served at B+L as non-executive. Besides his corporate work, Marcus is Visting Adjunct Professor at The University of Hong Kong (HKU) and former Honorary Professor at the Hong Kong University of Science and Technology (HKUST). He was Assistant Dean for EMBA Global Asia at HKU, and APS Chair for Operations Strategy at the University of Malta. He was board member of Mannheim-Tongji EMBA, taught and trained executives in TRIUM, NYU Stern, HEC, LSE, LBS, Columbia University, Ivey, Fudan, SKOLKOVO, TIAS and CDRT in the Prime Minister’s Office of the Republic of Malta. Marcus also taught at Tilburg University, the Academy of Fashion and Design (AMD) and various other universities around the world. Marcus has a geoscience background, worked with Wardell Armstong. He in business since 1989 and online since 1984, travelled and worked on all seven (!) continents and is Life Fellow of the Royal Geographic Society. He has no iPhone and does not play golf.