埃森哲欧洲汽车厂商调研（英文）.ppt

? Accenture 2002 Agenda Technology drives Telematics Telematics as Business Opportunity Telematics Benefits Key Messages Telematics Study (1/2) Key Messages Telematics Study (2/2) OEMs′ Vision Customer Knowledge main Challenge Mismatch of OEMs’ Focus Open Platforms * ? 2002 European Telematics Survey ? Accenture 2002 April, 2002 European Telematics Survey Automotive OEMs at a Crossroad ? Telematics status quo Results of European Telematics Survey Analysis of major challenges in telematics Wireless Local Area Networks (e.g. Bluetooth, 802.11b, RFID) Wireless Internet Technology (e.g. UMTS, GPRS) Powerful User interfaces(e.g. voice, XML, multi device, miniaturization) Elements of our environment are becoming increasingly… Connected Interactive Intelligent Mobile Computing Platforms (e.g. Win CE for Auto, LINUX, QNX) OEMs consider telematics as a chance for new streams of revenues New Entrants in Value Chain Aggressive Push to Innovation Competitors Decreasing Customer Loyalty Increasing Market Transparency Customers Market Saturation Decreasing Product Margins Difficult Brand Differentiation Market Liberalization of Distribution Channels Changing Legal Context Subscription Fees mCommerce Insurance per mile … Quality Improvement Customer Loyalty Vehicle Parts Services … Hardware Sales Cost Reduction Process Alignment Working Capital Reduction … CoreBusiness New Business Indirect Effects Direct Effects Telematics Benefits for OEMs To get up to speed quickly, OEMs have been rushing to invest heavily in telematics1 However, customers have demonstrated only moderate demand and willingness to pay for devices and services2 As a consequence, today’s $1-5B market volume is 2-10 fold lower than numbers predicted in 20003 and forecasts are continuously scaled down further4 Dealing with enormous sunk costs and lacking profitability, OEMs are concerned that due to competitive pressure telematics offerings may become another ?cost-of-doing-business“ (such as air