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Welcome to What Tech Can Do, the podcast series from Roland Berger's Advanced Technology Center that provides insights into technological and industrial shifts and helps build the foundation for successful business strategies based on operational realities. This episode dives into humanoid robots and what truly separates science fiction from industrial reality. Host Carina Lainer is joined by Thomas Kirschstein (Semiconductor Practice), Jonas Zinn (Manufacturing & Operations Practice), and Shuai Shi (Automotive Practice, Shanghai) to unpack why humanoid robots are technically capable, yet still far from scalable deployment. This episode covers why AI and data, not hardware, are now the biggest bottleneck for humanoid robots. It explores the economics behind a projected USD 2 per hour operating cost, and what that means for labor markets. It also examines why China is deploying 15,000 units this year, 30 times North America's volume, and whether this points to two separate technology ecosystems emerging, similar to semiconductors. On the operations side, this episode breaks down what humanoid robots can and cannot do in factories today, from bin picking to kitting, and where the real value unlocks once robots can switch between tasks. It also discusses the "data-for-discount" trade-off operators face when partnering with robot OEMs. Finally, this episode looks at the business opportunity ahead: a potential USD 300-750 billion market by 2035, how component suppliers can position themselves as development partners rather than vendors, and whether Europe can still catch up in the global humanoid robotics race. 🎧 Listen now to understand what it takes to move humanoid robots from pilot to scale, and what it means for operators, OEMs, and suppliers. For more information, visit our website at https://www.rolandberger.com/en/Insights/Podcasts/

Welcome to What Tech Can Do, the podcast series from Roland Berger's Advanced Technology Center that provides insights into technological and industrial shifts and helps build the foundation for successful business strategies based on operational realities. This episode brings together six Roland Berger experts spanning three continents: Adam Healy (Partner and EV Charging Lead, based in London) alongside Aaron Chugger (Principal – Transaction & Investor Services, London), Erin Sowerby (Partner – Energy Practice, Chicago), Jack Zhuang (Principal - Automotive Practice, Shanghai), Martin Weissbart (Partner - Infrastructure Investor Support Europe Lead, based in Munich), and Stefan Riederle (Senior Partner - Automotive Practice, Munich). Together, they unpack why EV adoption is accelerating unevenly across regions and what separates markets building resilient, future-ready charging ecosystems from those struggling to keep pace. The conversation goes beyond headline numbers to explain why the recent slowdown in charge point rollout does not signal a cooling market, but a strategic shift toward fewer but faster and smarter chargers. From aging grid infrastructure and disciplined investment to the rise of Chinese OEMs and battery innovation, the episode offers practical insights into managing the risks and opportunities shaping the next phase of e-mobility. Discover how global competition is evolving, why European and US players face mounting pressure, and what it takes to close the gap to the world's most advanced charging markets. For more information, visit our website at https://www.rolandberger.com/en/Insights/Podcasts/

Welcome to What Tech Can Do, the podcast series from Roland Berger's Advanced Technology Center that provides insights into technological and industrial shifts and helps build the foundation for successful business strategies based on operational realities. In this first episode, Junhyuk Choi, Senior Project Manager at Alexec (a Roland Berger company), is joined by Idriss Alami, Managing Partner at Alexec, and Wolfgang Bernhart, Senior Partner and Co-Head of the Advanced Technology Center at Roland Berger, to discuss the realities of scaling battery production in gigafactories. They explore why the start of production (SOP) marks the beginning of the most challenging phase, and what separates projects that ramp up successfully from those that spend years catching up. Drawing on extensive project experience, they highlight why many factories miss their initial production targets and how decisions made months before SOP determine long-term success. From the complexity of battery manufacturing processes to the importance of infrastructure, supplier integration, and realistic planning, the episode offers practical insights into managing ramp-up risks and challenges – and, ideally, preventing them beforehand. Discover how global competition is evolving, why Asian players lead the field, and what it takes for European and US manufacturers to build competitive battery production at scale. For more information, visit our website at https://www.rolandberger.com/en/Insights/Global-Topics/Advanced-Technology/

In this episode, our partner Florian Dehne, Global Head Aviation, speaks with Martin Gauss, long-time CEO of Air Baltic and since November CEO of Gulf Air, about his fascinating journey from pilot to airline leader – and the lessons he’s learned along the way. Together, they explore how artificial intelligence, digitalization, and simplicity are reshaping the aviation industry. Martin shares insights on driving innovation through AI-based revenue management, Starlink connectivity, blockchain loyalty programs, and his belief that the passenger experience must become simpler, more seamless, and customer-centric. Discover how smaller, agile airlines can lead transformation and why AI will soon redefine how we book, fly, and experience travel. For more information visit our website rolandberger.com.

In this episode, Atlas Air’s Richard Broekman and Katherine Preston join our expert Nikhil Sachdeva to discuss how the air cargo industry is moving forward with decarbonization, even amid geopolitical and market disruptions. The conversation covers Atlas Air’s targets, its investments in sustainable aviation fuel, fleet modernization, and operational efficiency. As the sector faces both regulatory complexity and supply chain volatility, the focus is shifting from long-term ambition to actionable progress. What role will air cargo play in enabling greener global trade? For more information, visit our website at rolandberger.com.

In this episode on the future of healthcare, our partner Thilo Kaltenbach speaks with Prof. Dr. med. Harald HHW Schmidt about the rise of network pharmacology and its potential to transform pharmaceutical research and development. The conversation explores how moving beyond organ-based definitions of disease could enable a step change in treating root causes rather than symptoms. What will this mean for pharma business models, clinical pathways, and the health systems of tomorrow? For more information, visit our website at rolandberger.com.

In this episode, our partners Thilo Kaltenbach and Karsten Neumann explore the rapidly evolving landscape of AI in healthcare. It is pretty clear that AI is transforming our lives and all industries. However, how does it play out in the highly regulated healthcare market? Is it more revolution or evolution? From early diagnosis to personalized medicine, AI-powered hospitals and workforce changes, the topic highlights the tangible impacts of AI on patients, physicians, and organizations. With executives aware of AI's potential but facing readiness gaps, key strategic moves need to be executed to stay ahead in this fast-moving field. For more information visit our website rolandberger.com

In this episode, biologist, TV anchor, and staYoung founder Nina Ruge joins our partner Thilo Kaltenbach to explore the increasing focus on life expectancy and health span. Both have risen significantly over the past century, and new medicines and nutritional supplements are now shaping the next phase of the market for healthy aging. As aging affects everyone, the longevity sector is creating new opportunities for pharma companies, healthcare providers, and investors. With the market expected to double to $60 billion by 2033, early investments in innovation could deliver strong returns. For more information, visit our website at rolandberger.com.

In this episode, our experts Thilo Kaltenbach and Marina Gilic discuss the growing importance of Environmental, Social, and Governance (ESG) in the MedTech industry. As regulations evolve and customer expectations shift, companies must meet increasing demands for sustainability, patient access, and governance compliance. Beyond meeting requirements, ESG also presents a significant business opportunity. MedTech companies that embrace ESG can strengthen their positioning as problem solvers, service leaders, and innovators in their field. How can businesses navigate these challenges and develop responsible strategies? For more information, visit our website at rolandberger.com.

In the first episode of our Business Insights series on Health topics, our experts Thilo Kaltenbach and Stephan Fath explore the critical issue of drug availability and the challenges facing pharmaceutical supply chains. Rising global demand, geopolitical tensions, and evolving regulations have created significant disruptions, particularly for essential medicines. Our experts discuss how pharmaceutical companies and governments are responding to these challenges. They highlight strategies such as localizing production, improving supply chain resilience, and leveraging new technologies. What role will AI and modular manufacturing play in securing future pharmaceutical supply? And how will companies navigate the complexities of regional supply chain integration? For more information, visit our website at rolandberger.com.

In this episode, our partners Ruirui Zong-Rühe and Beate Rosenthal explore pressing topics within sustainability, its current challenges, and the critical role of industry collaboration in driving higher value. Through examples from two sectors - FMCG (B2C) and chemicals (B2B) - they illustrate a new phase of sustainability marked by three defining factors: heightened regulation, geopolitical influences, and comprehensive business integration led by ESG-mature front runners. What lessons can be drawn from these industries, and how can businesses strategically navigate this evolving landscape? For more information, visit our website at rolandberger.com.

This episode delves into the urgent need for businesses to act now in the face of rising CO2 prices and stricter regulatory requirements. Understand the financial implications and how this strategy can be leveraged for competitive advantage. It also addresses the potential burden on consumers and the strategies to implement it effectively without negatively impacting them. Learn how this key tool can drive diversification, supply chain resilience, and sustainability. For more information visit our website rolandberger.com

In this episode, our partners Denis Depoux and Dieter Billen shed light on the complexities of energy production and reduction mechanisms across Asia. While China’s planned economy may capture the most attention, it’s vital to recognize that Southeast Asian countries also host rapidly growing industries contributing significantly to greenhouse gas emissions and aspiring to lead in decarbonization. Nations like Japan, Korea, Vietnam, Thailand, Malaysia, Singapore, and Indonesia are each pursuing unique strategies to reduce their carbon footprints. But how do their approaches to fossil-based and renewable energy sources compare? And what role will nuclear power play in the region’s energy future? For more information visit our website rolandberger.com

In this episode, our partners Yvonne Ruf and Nikhil Sachdeva explore the development of green products and examine the dual aspects of financing sustainability. As companies work toward becoming more sustainable and reducing their carbon footprint, some cost increases are generally accepted. However, there are end-customers with their own sustainability goals and a willingness to pay for sustainable solutions. So, how can companies strategically segment their customer base, develop compelling green products, and build internal structures to bring these to market and push their topline? And how does vertical integration fit into this picture? Join us as we consider how innovators like Thomas Edison, United Alliance, and Tesla serve as role models in driving sustainable progress. For more information visit our website rolandberger.com

In this episode, our partners Ruirui Zong-Ruehe and Christian Böhler delve into the critical role of circularity in plastics for achieving sustainability goals. They evaluate its significance and provide strategic insights to help balance economic viability with environmental responsibility. Central to the discussion is a question: what needs to change for real progress? Which technologies are available, promising, and mature enough to effectively reduce, recycle, and avoid plastic waste? Tackling these challenges requires a complex, coordinated effort. Success will hinge on innovation, collaboration, and supportive regulation. For more information visit our website rolandberger.com