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IP Interview
Published December 17, 2024

Belron, Safelite, Boyd, & Auto Glass Repair: Commoditisation Risks

LCIDLucidCaliber CollisionTSLATeslaRIVNRivian AutomotiveBelronDIED'Ieteren GroupSafeliteAsTechBoyd Autobody & GlassDRVNDriven Brands
Executive Bio

Former Senior Executive at AsTech

Interview Transcript

Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.

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Why would Safelite or Belron need your services? Couldn't they just access the OE tools and perform the scanning and calibration themselves?

Belron only handles calibration, not the pre and post-scan. They could do it, but they would need to purchase every OE tool for each van and location, which is very costly. OE tools range from thousands to tens of thousands of dollars. Economically, it's challenging. AsTech had all the tools.

This is a snippet of the transcript.to get full access.

Did AsTech use more aftermarket tools or OE scanning tools?

AsTech tool acts as a modem. It connects the car over the air to the tool. With a bank of 10 tools, they can reuse them. A company like Safelite lacks this patented technology, so they can't replicate it. They would need a tool for each truck, which is cost-prohibitive.

This is a snippet of the transcript.to get full access.

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© 2024 In Practise. All rights reserved. This material is for informational purposes only and should not be considered as investment advice.