BYOND Thursday 5G s Role in the future of mobility in Thailand

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cool good evening everybody how's everybody doing tonight welcome to Beyond Thursday thank you everyone for for coming out to join us tonight for uh for a nice panel and discussion about 5G and Mobility I'm Chris I'm head of Business Development here at Seven Peaks and at morphosis uh before we start um just want to give you a quick introduction of who we are at Seven Peaks so um Seven Peaks started uh 2009 in Scandinavia so the roots are in Europe but have now made home uh in Thailand right so recently uh Seven Peaks and more forces have also become one big happy family we've now grown to two over over 200 people touching all areas and all uh touch points of the product life cycle we have over 25 nationalities making us a very diverse group here in Bangkok um areas of work so we've really worked with across all different types of Industries right from Healthcare Financial Services e-commerce uh you name it um really where we try to focus on is not so much what industry are we working on but what type of value can we create for that client and for that customer so where we come in as mentioned we touch on all stages of the product life cycle from digital strategy product Consulting through to design development growth data analytics and maintenance and support in all of these the key objective is how do we deliver business impact and business value to our customers um so how are we different right we approach this in a way where we want to be a partner we want to be able to co-create with our clients and I think that's where the best products are built is where we can come in work together with people to be able to build the things that bring value to the business if we can bring value to the business there's probably a good chance that we can also generate some sort of return on investment which then builds a business case and then uh well you know what happens there so when it comes to Building Products right we focus and we believe that we uh we have product at the core right but there's always multiple forces that are that are pulling against that right we have to be able to find that balance so that we can build the right product the right product that is desirable from a ux standpoint that is viable from a business standpoint but that is also feasible right we can design beautiful things we can meet business requirements but if we cannot implement it in the end of the day then we've missed the mark right so we have to be able to find this balance and that balance is our product at the end and at the core so how do we work um so really it all starts with coming in and being able to consult and be that trusted partner so we want to be able to consult we want to be able to guide and we want to be able to be a part of the product Journey once we get into the product right this is iterative in nature right product design architecture product development measuring and learning all along the way right products are organic in nature we need to be able to nurture to grow and make sure that these products are able to continue to evolve with the business with the market and really with the needs of the users as well nowadays users are more demanding than ever so we need to be able to build the right products to not only meet their needs but also to continue to deliver value and that happens in the long term through growth and other types of initiatives foreign so just quickly um touching on design so more Focus my background was with morphosis I've got now come in um we've always focused on design right on user experiences we believe that business is at the core but also we need to not forget about the users how do we make user-centric experiences that deliver on what they really need and maybe not so much on what they want right how do we have them ensure that they come back that we built the right products for them we take the right decisions to make sure that we deliver on what their expectations are all of this is fueled by a tool and I say a tool called design thinking right and that methodology that we apply where we want to be able to understand fundamentally what is at the core of our problem right how do we diverge be able to find Solutions identify an opportunity prototype conceptualize and validate that with real users before any sort of development would then begin um speaking of development Seven Peaks has been uh I guess a leader in in the area of product development having worked especially on Native mobile applications since the first iPhone over the time over 120 native applications have been built across multiple Industries as a core Cloud native partner right we also work with Microsoft AWS to be able to deliver Cloud native solutions to our customers and our clients and partners um also in included in this right is of course the capabilities for web mobile application development and supporting quality assurance what we believe in though is ensuring that we can measure and learn along the way it doesn't stop our work doesn't stop at the first release it continues on to be able to measure and to be able to learn and to be able to improve in the long run and we can do that in a number of different ways with a number of different tools along the way whether that be power bi mixed panel something basic like Google analytics which Mr Shane here that will be our moderator is in charge of but at the end of the day it's all about how can we capture the right information analyze synthesize and take better decisions our delivery team we believe strongly in agile we try to move away from waterfall and we want to be able to have strict development processes release often released quickly but also ensure that we have a quality of delivery as well um so yeah so just to summarize we touch on all stages of product life cycle from strategy through to design development and growth initiatives and we work in a couple of different ways and that's it I don't want to go into too many details I don't want to sell you tonight as BD guy so I'll hand it over to Shane who will be our moderator this evening and we'll be able to introduce our speakers thank you so much foreign co-hosts here this evening thank you thank you before we go over to the panel discussion just some words from our side so my name is Isabel I'm the project manager of Beyond mobile and on behalf of vinu we welcome you to this event happy to host it in this beautiful location together with Seven Peaks so this is our third and last beyond mobile I'll be on Thursday sorry before the actual Beyond mobile event is taking place from 28 to 29 September at samyan Midtown in Bangkok so it's a month to go we are very excited and hope that you will join us there it's a two-day conferencing exhibition where you can experience the network economy yeah a moment to really say thank you to the partners from the moment of birth of this project it's it's a new Lounge so with Nokia we have our Platinum Platinum sponsor who's yeah with us since day one Avi connects is our knowledge partner in the field of cyber security we have the ditp the UK Embassy the UK Embassy who is hosting a UK Pavilion on site true on the network operator side and broaden Schwartz who stand for German efficiency so besides those obviously we have a lot more companies on site which are excited to meet you and a big conference program so on your tables you see some more information please register and join us during 28 and 29 at samya Midtown and yes now it's time for you Shane okay let's do it [Applause] okay welcome uh so I'm Shane I am our head of data and analytics here and data is obviously playing a big part in all of our lives these days even if you don't know it so uh with 5G comes more data and more analytics so uh let's kick this off uh Peter rinkel uh president of asean Continental automotive and GM can you step up foreign [Applause] as you can hear on the dialect I'm a German southern part of Germany from Bavaria living now since uh 14 years outside of Germany and five different countries and yeah I'm happy to be here uh Continental most of you will know Continental is at higher company yes that's half of our business the other half of our business we are supplying all kinds of electronics to all oems in the world so Continental 40 billion company 200 000 people and around 140 000 are doing Automotive so not tires and here this is why I'm here we are doing connectivity instrument clusters display panel safety airbags rather cameras so you name it you don't see it so much but most nearly every carbot you drive that has some Continental product in this so thank you and happy to be here thank you Peter thank you and uh Krista thank you uh president of the Electric Vehicle Association of Thailand all right so um thank you very much it's a pleasure for me to be here um basically I'm like to introduce myself in two roles so the one that I'm seeing here I'm the president of the Electric Vehicle Association of Thailand or as we call evap so basically Evac has the um total member of around 340s coming from the OEM parts supplier car companies Motorcycle Company charging providers and basically we are a group of people working together to help Thailand develop into the future mobility and particularly in the in um in the EV development for the country and another road that I'm also serving I'm working for bringing group in Thailand as the Director of corporate Communications so in Thailand we have a new plan located in New York and of course a lot of output that has Continental as computer already mentioned so it's pleasure for me to be here with all of you thank you cup thank you thank you so uh let's get comfortable on the couch here I'll be actually I'll be over here you guys you guys get comfortable Okay so we got a few questions here um let's start it off start it off easy yeah so uh so how yeah how is uh increased connectivity and 5G uh rollout changing your business well tripadassi we're talking about the development of the future Mobility right and of course when talking about the future uh mobile we're talking about the aces right as everyone know your autonomous car connected car electric vehicle and sharing services and basically what I have seen in the last few years with the connectivity of 5G speed of course it has helped a lot in terms of the safety features for the vehicles and BMW is able to take advantage of that as well with a lot of the um surrounding safety system of the vehicles and now that we're moving um into the future of the autonomous vehicle you know that um the speed of the 4G when compared to 5G 5G is like 100 times faster so basically the assessment of the data the reaction that the vehicle would would take to stop the vehicle when it detects the problem in front of the vehicle it would be much shorter so let's take for example if in the past you probably take about you know when a car is traveling at about 100 kilometers per hour and in a 4G um uh environment the car would probably takes um more time to react and it would take in the distance measurement about um you know anything from two to three meters but with the 5G the distance will be reduced on the sales speed to about um you know just centimeters so that would help a lot in terms of the safety features and that's what I see in the development phase for the autonomous kind of future yeah okay and for you computer so going a little bit back more to connectivity so uh five years ten years ago Continental is producing uh instrument clusters so video what is part of our group so we are doing since 80 years instrument cluster and the projection was set over time span of 10 years this will change but due to connectivity it's changing in one model change here so means we have to close locations what we never planned to close locations on the other side we are creating new shops and let's say new uh let's say production locations again in different areas different cities different products so it has a huge impact and the speed how connectivity and later on as well 5G is introducing now into uh daily life it's for automotive standards super fast Automotive is moving super slow so we are planning in five years ten years and now in one five year cycle all the normal clusters disappearing and you already have displaced equation is it so big or is it over for say complete A to B pillar so it's a massive change what connectivity is now driving into the vehicles it sounds like it creates a number of problems from uh well what do you do with the old parts that are obsolete to workers that now need to have skills to create these new these new things uh how's that how are you guys dealing with that definitely not easy and we try to do our best to have it done in a best social manner most of the location are let's say in a high cost locations on the other side we are forced to have be a profitable company we also then let's say make sure that going into new technology we're also using this as a opportunity to go as well into a more best cost location so that's a give and take but yeah it's a difficult situation I bet I bet but necessary okay so uh let's shift to Thailand where we are right and so uh what are some I think some unique advantages of the market the Thailand market for uh this type of change that's that's taking place so I'm only living here now since four years and for me it's Thai population in my viewpoint compared to German if they are much more open to technology I everybody's connected everybody is always online if you text somebody you get immediately instant feedback and this is striving as well expectation you're always reachable in your car in your vehicle so it means there is a higher acceptance what I see to pay a little bit premium to be connected and this is uh perhaps not only related to Thailand in most areas in Asia people accept to be connected not look in Germany everybody says yeah but if I'm connected people can detect where I am and big brother is watching me so there's a lot of concerns in Germany which I do not see so much here so people are more open-minded and this is my viewpoint is we will move much faster here compared to other areas yeah it makes sense what do you think okay sir yeah I think um you know if we look at the governments and the plan to develop for example the electric vehicle in Thailand we have seen the Target and probably some of you have seen the news already that we'd like to move from 2022 and now the next Milestone will be in 2025 where the government would like to see about 30 of the uh vehicle registration as the so-called set EV or serial emission vehicle and that together with the electric vehicle which comes together with certain certain kind of connectivity with the vehicles and then from 2025 to 23 to 2030 they'd like to see about half of the registration as the electric vehicles before moving to 100 of the electric vehicle in 2035 so that's the Target that the nation has those are ambitious yes I took actually I took an electric vehicle to work today uh actually on grabbed so when it picked me up and I felt like I was riding in a spaceship really and then whenever it got close to like another car you could see all these warnings and cameras showing me everything around uh and I was like wow I feel like once you've driven in something like that there's there's really no going back exactly exactly but I imagine there's some disadvantages here as well where uh in America I know there's a lot of rebates and tax incentives to adopt this and you know a Tesla 3 here is priced at the same as like a BMW 7 Series or something right so right um obviously pricing is is a big disadvantage but you know what other disadvantages do you think uh there are hurdles I think of course you write when um when looking at their vehicle price comparing to the US of course our price is much higher and that's the intention of the government to keep the import Duty very high so basically to secure the local assembly or local production of the vehicle here right but what we are seeing here is that with the government plan to move forward with electric vehicle and of course the subsidy this is the first year that government give the direct subsidy to the buyer of EB it has never happened before so in March the government announced that um the they will give 150 000 Thai baht per unit for the electric vehicle with the price below 2 million given that the Importer would commit to do the local production of electric vehicle by 2024. so it's like you know one point one bullet you can shoot two Targets you know to bring in the electric vehicle and to tie in the commitment for electric vehicle production in the future as well so this brought a lot of the uh new players in the market so we have seen Chinese company like Great Wall motor mg byd just announced that they would come in we have um and of course data with the joint venture with PDT for example so I think the benefit for the um for the EV bio is that there will be a lot of choices that you can buy you can choose from you know anything from plug-in hybrid with the reasonable prices and I think it's good for for Thailand in general yeah so in principle even we do not directly produce for electric vehicle specific sub-components or components we always love electric vehicles because they have a much higher take rate of our products so this is the one topics the other topics this is now more a private opinion here is what we I also see now in other countries as long we do not fix the infrastructure to have charging stations everywhere I was lost winter in Germany driving for skiing to Austria I have to charge three times for 700 kilometer it took me three hours more it's still not so convenient but for City perfect I don't get me wrong and if we fix this topic of let's say infrastructure charging stations and perhaps incentives that you have a special Lane only this is traffic outside this will be a big incentive for everybody to drive the electric vehicles I agree infrastructure though Bangkok Thailand is not known for having the best infrastructure I I think that could be a hurdle we're gonna have to overcome yeah but on the other side you have more than Solutions you can for example Singapore say have now introduced an charging system for using say highlights or at all pending on the traffic so if you drive during heavy traffic you're paying more if you drive off traffic Peak traffic traffic Seasons you're paying less and subsidies if you make it expensive enough the traffic will get less this is true that was actually one of my next questions was there how do you think uh these these advancements uh do you think it's gonna fix this traffic problem I'm sure everybody that came here today took two or three times longer than they wanted to get here talking about traffic I drove from my office in at the off-season place which is about you know 2.3 kilometers from here took me over an hour I was looking at my watch and I thought they have my contact I'm not going to make it today really take me a long time you know to get here and then I was thinking about the topic that we we're about to speak this evening right on the 5G and the revolution that um the technology will bring he kept thinking around that um in the future when we have the level five of the Orthodox vehicle we talked about the other days right when you have the fully automatic vehicle where you just get in the car you put in the direction that you want to go and then you just slip your way off until you get there so basically when that time comes I don't imagine that you would need to travel by plane so much because basically you can go to Chiang Mai just in the evening you know sleep on the car and then in the morning you get there it will change the way that you park your vehicle like coming here to the park I don't have to find my parking space at the building you know your car will just drop me off and then it just you know park somewhere a few kilometers from it doesn't matter so it clear up all the spares and I think the revolution will bring a lot of new um uh let's say uh disruption to many many things yeah so it's quite interesting to look in the way that 5K is just the beginning or the enabler to make it happen and now we're thinking that um in the next few years you know there will be many new features that we'll see in the vehicle yeah I think maybe like some 5G autonomous tuck tucks maybe would be yeah that would be good to keep some of the culture right you don't have to negotiate with the with the driver right I mean yeah [Music] I think um oh what else what else what kind of timeline do you think we're looking at for that and like what when you say level five can you help some of us understand what what the different levels are um this is a really really um uh hard to hard to predict let's put it that way because we know that technology is there we've seen quite a number of others vehicles running here and there in China and Singapore they are already the startup company and the autonomous taxi that we have seen yeah but to go on the commercial um uh side of the vehicle to actually sell this vehicle to like retail customer I think it would take some some years because there's so many legal issues around it you know and it um let's see Insurance topics do you have to get around it you know what would be the responsibility when the car get crashed you know it is a responsibility of the driver or the car itself or the manufacturer so I think a lot of the um you know um open topics that still have to be clear off and to make sure that the car is fully reliable with the traffic condition that we're seeing here yeah because of course in Bangkok you see the motorcycle cut across you all the time so this happened beyond the normal regulation that we see yeah so any clear computer yeah or coming back so I was not coming by car I was coming by scooter because exactly due to this topic otherwise it would took me more than a half hours so yeah 5G definitely is the key enabler for autonomous uh driving uh as a supplier we got from say oems predictions 2025 2030 but all moved back so the main feedback what we've got is you have to have redundant systems so means you have to have two Computing units a cameras The Radars everything has to be twice if one is failing that the other one takes over immediately costs even in a couple of years when you think it's getting much cheaper it's still around ten thousand dollar more which makes a lot of sense for taxes and for commercial vehicles but who from the personal side is willing to spend so much money that's the question beside all the legal aspects so it will come for sure first in Texas fleet trucks and then later on as well in vehicles but a little bit slower than we at least from our side have predicted yeah I think we we all expected flying cars by now or at least our grandparents did I was looking at a tweet from Elon Musk where he he claimed that it would be essential that autonomous vehicles could operate without being connected uh there would be it would be the way for it to be done and you know it kind of makes you know I guess it makes sense if you you go under a bridge or you have some kind of outage you can't be relying on a central you know sort of brain to tell your car to stop no um when are you guys producing things that will allow more of like mesh networks ad hoc like uh cars communicating directly to each other is that how do you how do you see what's getting around you know those kind of problems because uh we're seeing what energy crises in Europe like we can't always count that there is going to be some infrastructure that's that's working uh I think you will see next connectivity to the normal 5G you will have connectivity two different vehicles and to infrastructure like traffic lights or certain buildings so that you get more information not only via the 5G networks that you get as well more connections about your surroundings Plus in addition you will have long range Raider short run Trader cameras all all kind of let's say systems which makes it as safe as possible so that's what we see currently yeah I agree with computer because basically when we talk about the v3x or vehicle to everything right so the large amount of data is floating around it's just a matter of um you know connecting to the traffic light knowing in advance you know when we return yellow red and if that is accident any ambulances behind you these are the um the data that the meeting 5G which helps a lot in reacting and of course to pre-informing the drivers what to do you know in those situations um and I think basically it um you know when looking at the evolution of the vehicle in the last many years we have seen so many changes yeah so um from back then you know in the past when we just have to active cruise control and now you are able to take your hand off the the steering wheel you know for the moment at least you know and in the in the near term and in the near future of course you can basically read the book when you are in the vehicle so these are coming you know to a reality uh much I would say it um on the on the steadily speed that we would expect in Thailand is part of the development anyway yeah perhaps one thing to add when you said we had got some more electronics and this is exactly because why we are inside this trip crisis now when you have to wait now for your vehicle for a long time when you compare 2017 and now it's five years ago five years ago we had around 90 million produced Vehicles worldwide last year it was 75 77 CC has the same amount even we produce now much less cost than five years ago the amount of chips inside the vehicles have doubled so this is uh and this is accelerating so it's really becoming uh clear that all vehicles which are getting now on the street there's a lot of electronics inside and it's a one of the big problems where our world's facing right now actually is supply of these chips and it seems like it that's one of the reasons I guess some of these timelines are pushed out or hard to promise on um when you said a vehicle to everything like uh they connect to all devices or everything around um I wonder you know how that affects some people that there are people that don't necessarily Embrace and Trust technology right you know there was a huge thing when vaccines were coming out that they were 5G chips that we were going to be you know mind controlled with you know so you think the these vehicles will be able to interface with the chips that we got implanted [Laughter] no I think um of course when we're looking at the development of overall Technologies right um of course you can't expect that everyone everyone will embrace the same technology at the same time there will always be people there'll always be people who prefer to drive the manual transmission you know versus the automatic for example and in the up country of course the development is not as fast as in Bangkok right so I think the overall development that we are seeing you can see the mixture of certain features in the vehicle that you can use it when you want to take your hand off the the steering wheel and of course there are the features that you have to basically grab your steering wheel all the times so these are still the choices in the interim period that um people can choose what they like to to work with but in the in them in the in the future when you really have to make sure because we understand that the um the human error would happen you know much much on a much larger scale than the electronic World quick is you know is that the everyone on the road would have the same system and that's in the perfect scenario which is not going to happen in the next few years if it takes some times of course yeah right and then there's you know I I don't know if you how well uh published it was but there was like an MIT study that came out maybe it was like 10 years ago at least where you would have the option to choose you know if you're an autonomous car and you were in this Lane do you is it you know does it protect the driver does it protect The Pedestrian or if there's this Lane there's one person and two lanes do you hit one person or do you hit two and like there's all these Moral Moral issues and I mean sure this beyond that there's you know numerous moral issues that are that that open up and uh you know when there's an accident and there's a face to it it's you know it's easy like oh is that person or you blame them but when it's a company you know an over the door is one of the like every accident that Tesla had became a huge news story and no one's talking about the millions of other ones that were happening right yeah and I think you're right in saying that because basically in the environment of the Elida sensor it detects the object and the um you know animals or human or you know on the on the chip and the temperature and so on so basically the Judgment base um has to rely on the programming that we do you know rely on the vehicles it's still very hard to to say which one people which could should be responsible for which right but what I'm thinking is that this is the time when we see a lot of the car manufacturer doing a lot of testing in the field they have to collect all this data you know on the abnormality on the road whether there will be The Pedestrian cutting across you know whether there will be a different objects um falling off in front of them 100 meters away there are thousands and millions of scenarios that they have to assess and I think 5G is coming into this role of having the ability to help the scientists and this researchers to derive the solution for the for the uh for the future of the vehicle much faster um and do you think uh with a you know if everything's running the same system then you you know you can ensure equality uh but I I can imagine there's some maybe some phase here where there's going to be some I don't know maybe a say a Bentley autonomous feature protects its its own passenger more than another one maybe it has a better algorithm for how it works and you know how does uh what do you yeah what do you foresee any so I think in general it's a time in between where you have autonomous vehicle and vehicles driven by human beings is the most dangerous one is as soon you have a city area where all the vehicles are not autonomous it's much more safe I think the human is here's a unknown uh yeah the other topic is uh I think on the legs legislations there will be clear guidelines must be otherwise every OEM cannot do what he wants and this is where without the proper let's say environments have the laws in place in the countries it will be not easy to handle right but every country may have a different law right you're going to travel between countries travel between continents yeah kind of get the world to align on something correct but on the other side as you said before you have this one or two you have a very few issues with Tesla and in compared to other accidents it's the numbers of accidents will go down dramatically so that's I think statistically proven that will happen now the question is how to handle the few cases when something has happened and this is and uh for me more Case by case now when we talk about these these the humans right that are driving these cars and causing most of the accidents uh for a big part of the population these are this is their work this is their livelihood you know is there is there a responsibility in the people that are pushing this these agendas forward to make sure that these people don't get left behind okay again please on on which topic that you're on don't do yeah on the people that drive for a living like what do we how do we who's like who's responsible are they or do they just they get phased out of the you know the the economy or can we can we create programs to I don't know to have them working on these vehicles or um well I think there's no um clear answer to this one right it's very much unclear what's going to happen um overall but um what I'm seeing is that we are looking at the entirely different atmosphere of the automatic industry in the coming years and that is not only from the manufacturing process but up until the dealership processes as well because basically it um you know in the past you probably see a big dealership a lot of investment a lot of cars in showroom and pretty soon in the future you probably see a much smaller scale of the investment the vehicle in the showroom would have to you know they don't have to carry much stock and everything can can be done online you know digitally so these are the model that will be changing at the cross-electric vehicle will um of course with much less maintenance you probably need to go back to the service center less often than before and actually I'm driving the ix3 um to the park this this evening and the next service interval telling me that in July 2024 so not next year in about you know nearly two years I will be my first time to visit my dealership so it should be that long so I think it's um kind of disrupts the the whole business of the past and we're looking into so many new opportunities that we come and a lot of applications you know just like the mobile phone that you have on the um on your on your Apple or iPhone it would be happens um in the um in your vehicle as well I believe so that would be you know a lot of room opportunities for developers to do something new with the vehicle just like a smart mobile that you you put on view yeah that's my your point to your question I think this is exactly the point where at the moment the first level five costs get developed for taxes for trucks for fleets to save costs and to be more safe so these are the two areas and yes there will be also a shift of job profiles for sure for sure let's see where we are in time did we have some did we want to take questions from the audience is that we want to do that we're at a q a session schedule yeah anybody have any questions I need to ask about the and I want to ask about the uh the business of EB interview in Thailand like uh did what do you think about the investor or the success maybe in the next 10 years or 15 year what do you think about it okay um the national Target right which I'll talk about so basically looking and into 2030 the government would like to see the overall electric vehicle registration up to about 50 of the entire registration and for the production they would like to see about 30 of the electric vehicle production here in Thailand the rest will still be ice so that's basically the Target that we are looking at and which interpret into the absolute number of about um if in terms of the registration would be about 750 something uh cars per year for a passenger car alone right and then of course they have Target for motorcycle trucks train ship even rail system to be um you know electric so in my viewpoint the government is working very hard to basically attract new investors to Thailand and therefore they would we will probably see a much wider coverage of the subsidy there would be not only for the vehicle but probably for the charging provider as well and what we are trying to propose is that for the political owners we should have the subsidy for the charging installation at home so basically you know could be something that we can make a tax deductible of our income tax for example so this is what event is proposing so down the road in the next 10 years I would see that there will be quite a number of the um of the new brand that we are seeing here there will be quite a lot of changes to the part supplier because they have to move away from the ice past component production and to supply to the Electric Vehicle Manufacturer within this period so those who can transform the business you know would be able to sustain the business but for those who cannot would probably you know lose out on that um that's one part another part that I think um which is still a problem to Thailand is the um Human Resources development we are still pretty much left behind in terms of the Techno technology and the know-how transfer to the students like vocational student for example so this is still the area that is I would see a much room for improvement um here in Thailand yeah so for me the targets as you said are super ambitious um and not said it's not possible to produce the vehicles and said you sell it at the end where you want to charge them when I look now to this Condominiums which are today you don't have this single households or very far out peps and even then the infrastructure what you need if only 50 percent of all cars would plug in their car in the evening the lights will go down so it's a huge infrastructure topic which it takes at least when you read in Germany two decades so this is uh there will be a lot of new cars yes but where is the limits that's the question and I think for me personally my personal opinion is it will be more the limit will be more related to the infrastructure because cars get cheaper more affordable petrol stays high so at the end it will be cheaper to have an electric car but you have to charge it that's a topic do you think we're there's a lot that we can learn from other countries that are trying to push these agendas I imagine you have to like it's it's nice not to have to be the Trailblazer here to make the the first mistakes right I think um if you look around the the global map and you see that in the Scandinavia like in Norway would be the first country to go all electric within um 2025 right so if you're not mistaken they would go or electric for the passenger car and then on the next place it will be the um the commercial vehicle on the um second stage but Norway will be the first country you know with that um ice ban in the so-called and then so many countries um in Europe you know due to the um CO2 regulations they have to keep reducing the level of the CO2 of the vehicle that they produce and the only way to reduce the level of CO2 in the entire portfolio is to introduce the electric vehicle to the market and therefore you see a lot of the Technologies coming from European countries European car oems and that would drive the overall um let's say usage of the EV in the world and of course it will come to Thailand as well what I would like to say is that we have our commitment in the cop 26 to reduce the greenhouse gas of course and this is one of the thing that I believe would push everyone to move into the carbon-free environment of the production because it would be one of the trade barrier in the future if you don't really reduce your level of the CO2 it would be very hard for you to export stuff overseas because it will get tracked with the number of the um of the CO2 that you produce so it has to be in a way that you have to look for the solution you know clean by all circular green economies to bring into your operation not about your business would would be really hard to survive in the next future are you guys developing technologies that can retrofit existing cars instead of you know you have we have you know millions of cars on the road vehicles on the road and I imagine there must be maybe it's a faster way than selling everyone a new car if we can do something to the existing ones no no peps coming back for me to add a little bit electric cars great but only great if the electricity is out of green if I burn gas or coal with all the losses in the grid and then I drive electric vehicle makes no sense so means it has to go hand in hand as well here in Thailand it makes no sense to try to have all electric vehicles if I don't get electricity for my cream you're putting the cart before the horse yes correct and yeah I would say sets for me another main topic where we have to look into it this I think retrofits as always you can retrofit your car to gas Usage Now gas is even more expensive than oil but in in general a battery vehicle is a complete different setups and a combustion engine vehicle and this is a I cannot see how you want to retrofit this well I guess maybe if we're not specifically discussing autonomy but at least the connectivity there must be some ways to retrofit to at least start to make them a little bit safer so they can interact with these new wave of autonomous connected vehicles that can maybe help us get there a little bit quicker and kind of ease people into the you know into the ecosystem interesting because um what we have what we will see in the future is that when you buy the vehicle in the past right um You would choose the auction profile or the vehicle you know it comes with the head up display the comfort access and so on and then you pay for what you get as a hardware but in the future you get everything in the car as a hardware but you subscribe to make it work for you or not so basically you have the camera you have the head up display but if you decide not to use it you don't have to take it off when you buy the vehicle but if you like to use it you just take it off and then of course this feature would work for you so this is the way of the um of the vehicle in the future that it comes automatically with the hardware and I believe all the safety feature would probably not be so much of the options but it would be the prerequisite that the vehicle should have because it's basically safe life you know so in my viewpoint it um it should be really available and of course you know people should be able to access it yeah yeah I think uh safety is you know it shouldn't be a uh a paid access thing like I think if we're doing trying to decentralize this this push and make it for everyone and it really has to be for everyone any yeah any other questions yeah another other areas where 5G can play contributes to Future mobilities so so we are not only talking about car EV car auto mascar driving in the city but I mean is there any area you see is potential maybe for the near future because giving the condition that we all discuss in these hours I think is really a challenging conditions and I don't see in very close future it needs a lot of Goldman support and schemes and and infrastructure um changing and social and Johnson to ask is there any um potential for 5G to support mobility in Thailand in the near future other than this area well I think as we said before 5G will be essential as well for the connectivity to everything so to infrastructure vehicle to vehicle and also two-wheelers so for me it's uh essential Set uh let's say it's not only the car itself said as well you have connectivity possibility in the let's say City itself so means that at the end it's part of a smart city concept so how you get people from A to B in the most effective way and here for sure 5G will at the end you will have an option to use the pts today do I use a text to whatever so it's it's about Transportation Smart City smart mobility and for sure this is and for me the overall schema 5G will be very helpful yeah I think apart from that of course if you're not talking about the mobility you can think about logistic for example and when we also has a plan in China and they installed the overall Wireless in the in the plan BBA I guess Brilliance Automotive efficiency Drive Ranger plan in China and this is the first plan for us to enable the 5G connectivity within the plan so basically a large amount of data in the logistic area to be transferred to the SMB line they can access um you know how much part they need to order a pre-order beforehand so this is you know working very well with the logistics as well yeah thank you I think I saw thank you I had a question for uh um so you talked about the government's Target for Ev uh registration over the next five ten years or so and I was curious on the um charging station side right I start from aside from the subsidies in people's homes is is the government or maybe even working on something um for charging stations if you want to drive outside of the city right so if you live in the city you can charge at night just like you charge your phone but I've rented an EV before and when you take a long trip you have to really plan it you have to download four or five apps from the different providers it's it's not it it's not user friendly right now and it's it's it's kind of difficult so just wondering how you see the the market developing in that in that area okay all right well thank you for this question I know it's um it's a it's really painful for eBay owners you know to download so many applications you know because basically if you drive EB car you know yourself if you want to use the mea you have to use one app you get another app ee another app you know PDT and then another apps so we know this is um you know a pinpoint for EB user and that's um the reason why even set up what we call the charging Consortium so basically we have overall about 12 providers within the Consortium and we meet regularly the aim of the Consortium is basically to create the um what we call the EB roaming so basically it is it would it should work in the same way that you use the ATM machine so it doesn't matter you know which bank you use you use the same card to access the machine and you can draw the money so the charging Consortium objective is the same we would like to basically try to get all the machine to work to one another via the ocpp so it can communicate and if it knows whether you have the money in the banks or if you want to use your credit card and then it can basically build to you the direct or the correct address so this is the images that we are working on at the moment um but what I can tell you is that we would have the first data so the three electric generating authorities so we have MBA PA and ecat these are the three indicate that we will combine the network in the first place and then it will be expanded throughout a provider as well so I believe the the pain point that you have seeing today should be much easier in the coming months or years yeah I mean like no proprietary connections like one like iPhone and Android right we're talking of all vehicles trying to use the same kind of kind of plug right um that's another thing with the charging sockets we have the different standards right from the Japanese one to the Chinese one to the European one but looking into the overall charging standard we are seeing here in Thailand we are more going to the European Standard which is the ccs2 so this is probably the the future that we see more commonly in Thailand okay okay yes I have a thinking maybe in the future the 5G can do look like the sci-fi movie we have the tracking and put the fighting in the Eerie car and in the traffic like the motorway and if in the car drive over the limit and you don't need the police the fight can detect and you go to the cost Lane and you are called Crossland is illegal and do nothing and maybe the future if you go up to the next step about the how to say autopilot and you have a Motorway Motorway control you have a lot more bicycle and autopilot can do you have a car and Company car can put some data and something is a analytic it's camera radar something and you can protection and the fighting control svb TV the worldwide together in the motorway in the Traffic Way on the something high no normal difficult everyone should be writing in the polarity writing in the lighting and impossible in the future we don't need maybe High bit and half dry and half pilot if possible in the future is the Cold War worldwide and it's a trend in the in my dream it's a good dream and then you can even automatically deduct the money from the person's account when they speed too I I think service there's still some uh let's say data protection laws uh here but yeah in principle a lot of things are possible uh what for example say a certain studies in Germany which say if you want to go from A to B you have to say this in advance for example you can only go in the city if you have a booked car park because otherwise you have to go around for half an hour looking for a car park which is CO2 wise not the right thing to do so it means you have to there's different scenarios and this is also you are controlling the traffic if you don't book yourself on this evening you want to go inside and again personal opinion it will get more expensive who pays more is allowed to get in otherwise uh let's say you do not find the car park and you will have more public transport which on the other side I think is also a good thing to do foreign you know going on the motorway and not seeing the police would be great but of course you see a lot more camera and of course you will be much faster that the camera will send a ticket to you to your to your address your mobile phone or something but of course I think um it would reduce a lot of the um obstacles and of course it reduces a lot of the Manpower that would be needed um around the environment with the autonomous vehicle and so on so I think the future is really um bring a lot of opportunities and I think um you know we should try to stay tuned and see what's going to happen next yeah it's going to be exciting exciting future ahead should free up a lot of manpower to fix more important other things yeah um any more questions oh we got we got two one two thank you hi good evening Dan I'm from um this is Will from Mark lines then uh when we talk about decarbonization I really really hope we reached the Target in Thailand in the future of course but uh we understand like 50 percent of sales volume in 2013 and 30 percent of uh production volume in 2013 but uh we we also know like Evie we always talk about EV but actually there are so many kinds like electric vehicle and hybrid vehicle plug-in High brick vehicle so question number one please let me be clear uh when you talk about EV like 50 30 this is only battery electric vehicle or electrified vehicle this is special number one sorry okay and then uh this is second uh session number two then um uh actually you know in Thailand we have one year and your sales volume around 800 000 unit or sometimes nine hundred thousand unit but when we just look into only better electric vehicle it's only 100 or 200 or sometimes 300 per month so electrified market share is around 10 now in Thailand entirely but electrified better electric vehicle is only less than one percent but you have a plan of course I trust your plan I believe I want to support your plan but how do you make it how can you make it are you just waiting for investors uh investment or you are doing actually something for making that investment this is a question number two thank you thank you so much wow I'm impressed you have a really strong Automotive background you know all the figures all right to the first questions um concerning the government um Target when they talk about this uh 50 um of the usage Target they talk about set EV which is the zero emission vehicle so only to type of the vehicle would be counted first is the battery electric vehicle second one is a fuel cell so these are the only two they don't count any plug-in hybrid they don't call any my hybrid at all so only set EB so this is the number that they have put into the Target and to your second question regarding the or registration that we're seeing quite a small number of the electric vehicle in Thailand actually if we look across the drivetrains you know from the brand and trucks passenger vehicle bus and motorcycle you see a different percentage of each category the most and the um probably the the most popular electric vehicle that we're seeing now today it would be the 40 around if I'm not mistaken it's around 44 of the motor psychoelectric worldwide so which is you know more than 20 60 million and mostly in China the next one the bus electric bus is about 39 according to Bloomberg and this I believe the free site is something like you know 100 000 around the world because the bus is fixed routes so you can calculate and use the electric uh efficiently with the bus now coming to the um to the passenger vehicle worldwide it is about four percent of the passenger vehicle as electric so this is not a surprise to Thailand because we have less than one percent at the moment but worldwide is about four percent but the prediction is that Bloomberg was saying that after 2030 we should see about up to 30 something percent for the electric passenger vehicle and more than 50 for the bus and motorcycle so this would be the different driving of the of the electric vehicle that we will start to see and I believe the Thailand would gradually getting into that presentation pretty soon yep thank you sounds like uh you have to set ambitious goals for ambitious results if we if we shoot for you know whether you shoot for the stars and you hope you hit the moon right so so yeah hopefully that we landed there I think we have time for just one more question anyone no yeah hi from Brother trust Thailand this for computer just wondering whether you know you have a plan to manufacture something else rather than tires in real in the future so currently let's say we spin off the vitesco our former powertrain business they are producing uh in uh let's say rayong as well and say a converting phone diesel towards electrification products uh Continental itself we have different production locations in asean for asean which is currently Malaysia in Philippines but for sure we are studying and opening let's say see what other opportunities comes up in the future currently we still it's a producing less vehicles and a couple of years before but uh yeah for me uh Thailand is a place to be for automotive production that's uh I think it's the most competitive location I think what will be interesting as well Indonesia is also attracting at the moment a lot of Investments what we see so yeah for sure going forward uh Thailand is one of the locations where we have a close eye but first of all we will grow our facility for the tire thank you thank you thank you for the audience questions and thank you again both very very much for your time and insight and uh I you know I really enjoyed these conversations I laugh a little bit and uh try to ask some hard questions so it's good uh it looks like we have a QR code up here I don't know what it let's see registration I yeah it's probably probably you know you want to scan that just let us know that you came here get get your get some information about you we can send you uh invites to the next events and uh uh thank you all for coming and uh isability of any last not last words but closing thoughts clothing thoughts are actually it's for you guys so um yeah thank you very much for your time today I think it was a very Lively discussion so also thank you to the audience with all the questions um yeah as as discussed we're at the beginning of the 5G era and the green smart transport so um exciting times but still also maybe a little way to help you protect yourself against Not So Clean Air so a little present from V new and seven Peak side for your car or office or whatever it's a portable air purifier so to to to lift the secret So yeah thank you very much for your time and enjoy yeah one is for you one is for you wait one is for you a big box

2022-10-24

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