软件定义汽车——彻底改变汽车行业 Software-defined vehicles –revolutionizing the automotive industry 2024.docx

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软件定义汽车——彻底改变汽车行业 Software-defined vehicles –revolutionizing the automotive industry 2024.docx

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Software-definedvehicles

–revolutionizingtheautomotiveindustry

DateNovember2024Subtitle

Date

November2024

Software-definedvehicles(SDVs)catalyzeAutomotivetransformation

Executivesummary

SDVsarecharacterizedby

SDVsarecharacterizedbydecouplinghardwareandsoftware,buildingarchitecture-ledplatforms,andcentralizingE/E1)architectures.WhilenoOEMhaslauncheda“full”SDV,ChineseandUSplayersareleadinginSDVmaturity.

TheadventofSDVs

TheadventofSDVsre-shufflesautomotivevaluepools.Themarketsforsoftwaredevelopment(+€36bn),E/Edevelopment(+€13bn),andE/Ecomponentssupply2)(+€199bn)areexpectedtogrowat~5%CAGRuntil2035,abovetheindustryaverage.

Whileweexpect

WhileweexpectEuropeanOEMstoextendtheircapabilitiesandcontinuetodrivetheEuropeanecosystem,techplayersdominatetheChinesemarket,disruptingthetraditionalvaluechainandre-shapingvaluepropositions.

EuropeanOEMs’profitsmay

EuropeanOEMs’profitsmayincreaseby€20bnby2035,duetotheincreasingmarketsizeandtheshifttomoreprofitablevaluepoolsinanOEM-partneringscenario;ifthetransformationfails,€20bninprofitsareatrisk.

The

ThetransformationrequiresOEMsandsupplierstoadapttheirway-to-playandoperatingmodel.Tofullyparticipateinthe

growthopportunities,largegapsobservedinorganization,processes,governance,peopleandculture,andtoolsneedclosing.

Effectivepartnering

Effectivepartnering,especiallywithtechplayers,willbeessentialforOEMsandsupplierstorealizetheirstrategies,balancingstandardizationtogaineconomiesofscalewithproprietaryinnovationtodifferentiateacrosscompetition.

Software-definedvehicles–revolutionizing

Software-definedvehicles–revolutionizingtheautomotiveindustry

Strategy

1)E/E=Electrics/Electronics2)Excl.battery