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Software-definedvehicles

Software-definedvehicles

-revolutionizingtheautomotiveindustry

DateNovember2024Subtitle

Date

November2024

Software-definedvehicles(SDVs)catalyzeAutomotivetransformation

Executivesummary

1

1

SDVsarecharacterizedby

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

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2

TheadventofSDVs

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

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3

Whileweexpect

WhileweexpectEuropeanOEMstoextendtheircapabilitiesandcontinuetodrivetheEuropeanecosystem,techplayersdominatetheChinesemarket,disruptingthetraditionalvaluechainandre-shapingvaluepropositions.

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4

EuropeanOEMs’profitsmay

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

5

5

The

ThetransformationrequiresOEMsandsupplierstoadapttheirway-to-playandoperatingmodel.Tofullyparticipateinthe

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

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6

Effectivepartnering

Effectivepartnering,especiallywithtechplayers,willbeessentialforOEMsandsupplierstorealizetheirstrategies,balancingstandardizationtogaineconomiesofscalewithproprietaryinnovationtodifferentiateacrosscompetition.

Software-definedvehicles–revolutionizing

Software-definedvehicles–revolutionizingtheautomotiveindustry

Strategy

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