student
Russian Federation
The article examines how the transition to an electric vehicle portfolio changes the economics of an automaker: from a one-time margin to recurring flows. It is shown that sustainability is achieved by separating the battery into a separate product with transparent diagnostics, developing software services and insurance "by data", and creating a connected charging ecosystem - from home to the highway. The effects of unification of platforms and power electronics, contracts for the supply of metals and buyback programs with certification of used cars are discussed. New roles of the dealer network, direct sales channels and "car + energy + software" packages are analyzed. It is concluded that managing the life cycle of the car and battery as a single system aligns revenue, reduces residual value risks and increases margin sustainability. Partnerships with energy companies and tariffs for home charging are considered separately; the service is shifting to remote updates and data-based preventive maintenance, which reduces downtime.
electric vehicles, automaker business model, feature subscriptions, battery as an asset, residual value, charging ecosystem, direct online sales, dealer agency model, data service, second life of batteries
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