In this nearly detective-style episode, Fabian Niklas and Staffan Zetterström break from opinion and prediction to bring you something else entirely:data. Open source, fact-based insights that paint a sobering picture of where the die-casting market is headed and what every foundry leader needs to understand.
Key Takeaways:
* The Global Car Market Is ShiftingFrom 2014 to today, the production landscape has changed dramatically. Europe is no longer holding its ground, while China continues to accelerate. Despite some forecasts predicting smooth growth, a closer look reveals regional divergence that shouldn't be ignored.
* The EV EffectThe industry’s dependence on combustion engines is rapidly becoming a liability. EVs require fewer cast components, fewer shots, and radically different platforms. In the space of just five years, the average number of casting shots per car is expected to drop dramatically, even as total vehicle output grows.
* Why This MattersIt’s not just about fewer castings. It’s about platform shifts, software priorities, changing consumer preferences, and new forms of transportation entirely. From software-defined vehicles to new ownership models, foundries must adapt to an industry where value creation has moved elsewhere.
* A Calculated Wake-Up CallWe’ve combined four critical data points to arrive at a clear message: the future volume of casting shots is under direct threat. Even in optimistic scenarios, the number of available projects is falling, and with it, the economic foundation of many foundries.
Your Input is Welcome!
This report isn’t the final word – it’s the beginning of a conversation. We invite you to challenge the assumptions, question the calculations, and contribute your insights. Regional deep-dives are already in the works, beginning with Europe.
Thank you for listening. We’ll see you in the next episode, where we’ll continue to bring you the latest insights and updates from the casting world. Don’t forget to ask questions, write comments, or make suggestions for future episodes. Until next time, keep casting strong!
Fabian and Staffan
