The "Renaulution" strategy directly shifts what the automaker expects from its supply chain. Procurement has pivoted away from internal combustion engine (ICE) components toward electronics, battery chemistry, and software development. Battery and Powertrain Sourcing
As the industry pivots to EVs, Renault is repositioning itself as a premier supplier of electric and digital architectures. In 2022, Renault announced the creation of a dedicated division, , to design, develop, and manufacture EVs and their software. Crucially, Ampere is structured to operate as an independent supplier, with plans to sell its electric skateboard platform (battery, motor, and chassis) to other car manufacturers, including potential competitors. This mirrors the strategy of technology suppliers like BYD or LG, but from a legacy European automaker. Renault is betting that its expertise in the lightweight, affordable electric platform—derived from the successful Renault Zoe and the new Renault 5—will be in high demand among startups and traditional OEMs lacking EV capacity. supplier renault
Similarly, Renault’s software division is developing an open operating system for the car. Rather than keeping this system proprietary, Renault has signaled its intention to license the software architecture to fleet operators and other manufacturers. In this capacity, Renault becomes a supplier of digital services, including over-the-air updates, predictive maintenance algorithms, and battery health management systems. This transforms the company from a mere hardware assembler into a provider of the "nervous system" of future vehicles. In 2022, Renault announced the creation of a
Another risk is . If Renault prioritizes external supply contracts over its own production during a shortage (e.g., semiconductor chips), it could damage its own retail sales. The 2021-2023 global supply chain crisis demonstrated this tension vividly: alliance partners competed for the same Renault-sourced components, leading to internal friction. Renault is betting that its expertise in the