生成式 AI 驱动：汽车运营全面提速.docxVIP

1

BCG

AUTOMOTIVEINDUSTRY

Turbocharging

AutomotiveOperationswithGenAI

ARTICLEJANUARY13,2026

Theglobalautomotiveindustryislosingitsoldcertainties.Fordecades,well-engineeredproducts,scale,andsupply-chainmasteryde?nedsuccess.Today,thatfoundationiscrackingunderthe

weightofgeopoliticalfragmentation,shi允ingconsumerexpectations,risinginputcosts,and

intensifyingcompetition.Giventheindustry’scomplex,asset-heavyvaluechainsacrossmanyregions,OEMsareuniquelyvulnerabletodisruption.Eventhelargestplayersnowfacelevelsofvolatilitytheycannolongercontrol.

2

Inthisnewreality,GenAIisemergingastheindustry’sstrategiccompass:asystemofintelligencethatleaderscanharnesstoanticipatedisruption,optimizecoststructures,andaccelerate

executionacrosseveryfunction.FromRDandprocurementtosupplychainandmanufacturing,GenAIisalreadydemonstratingmeasurablegainsinproductivity,precision,andquality.But

technologyalonewon’tclosethegap.Capturingitsfullpotentialdemandsanewoperatingmodelthatiscenteredaroundtechnologyandbuiltonintelligence,integration,andpurposefuldesign.

WefoundthatGenAIapplicationscoulddelivercumulativecostimprovementsofupto25%andproductivitygainsof20%to30%withinthreeyears.Beyondthesee?ciencygainsliesthepromiseofcreatingadaptive,self-learningsystems.ThisishowGenAIevolvesfromapowerfultooltothe

backboneofanewoperatingmodelforautomakers.

ThequestionfacingeveryOEMisnolongerwhethertouseGenAI,buthowfasttoscaleitto

transformdecisionmaking,createvalue,andbuildresilience.TheimpactultimatelydependsonthechoicesOEMleadersmake.

AssessingValueCreationAcrossFunctions

Inaworldde?nedbyvolatility,GenAIenablesOEMstoanticipateshocks,adaptinrealtime,andreducestructuralcosts.(See“AnEraofUncertaintyforOEMs.”)Itisnotjustadigitalupg