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Mercedes-Benz Group AG
0NXX · AIMX · Auto Manufacturers · Germany
Mercedes-Benz Group AG is a German multinational automotive company headquartered in Stuttgart, Baden-Württemberg, renowned as one of the world's leading manufacturers of premium passenger cars and vans. Formed in 1926 through the merger of Benz & Cie. and Daimler Motoren Gesellschaft, it has evolved from Daimler-Benz, experiencing name changes like DaimlerChrysler and Daimler before rebranding to Mercedes-Benz Group in 2022 following the spin-off of its commercial truck division into Daimler Truck. The company operates through key segments: Mercedes-Benz Cars, featuring luxury marques such as Mercedes-Benz, Mercedes-AMG for high-performance vehicles, and Mercedes-Maybach; Mercedes-Benz Vans for commercial vans; and Mercedes-Benz Mobility, providing financial services, vehicle financing, ride-hailing, and charging solutions. With a global network of production plants across 17 countries and sales in over 180 markets, it holds stakes in entities like Daimler Truck, BAIC Motor, and Aston Martin. In 2023, Mercedes-Benz Group ranked among the top global carmakers by revenue, emphasizing innovation in safety features, electric vehicles, and sustainable mobility while maintaining its legacy of engineering excellence.
Industry
Auto Manufacturers
Consumer Cyclical sector · Germany
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Supply Chain
EV Battery Supply Chain
The EV battery supply chain is shaped by three structural constraints that interact to determine who can participate and at what scale: a single battery cell requires lithium, cobalt, nickel, manganese, and graphite — each sourced through its own constrained supply chain — meaning disruption to any one mineral cascades through cell production; gigafactory-scale manufacturing demands $2-5 billion in capital and two to three years to reach production quality, concentrating cell production among a small number of firms; and no single battery chemistry optimizes for energy density, safety, cost, and longevity simultaneously, forcing the system into parallel technology paths that fragment scale advantages.
Automotive Supply Chain
The automotive supply chain is shaped by three root constraints: just-in-time assembly dependency where parts must arrive in exact sequence to moving production lines, platform integration complexity where a single vehicle contains 20,000-30,000 parts sourced from hundreds of suppliers, and tooling commitment where retooling a production line requires years and billions of dollars in irreversible capital.