小客車OEM的汽車作業系統 (OS) 策略

OEM將依賴一級供應商的嵌入式硬體和軟體解決方案，直到他們能夠為未來的軟體定義車輛 (SDV) 提供自家公司的標準作業系統

汽車產業正在經歷重大轉型，重新定義了汽車開發流程。為了整合與 CASE 移動概念相關的眾多技術， OEM選擇採用軟體定義車輛 (SDV) 開發方法。 SDV 方法為OEM提供了擴展可在車輛整個生命週期中更新的功能和特性的機會，從而產生經常性和永續的收益。

為了實現 SDV，OEM正在透過將功能整合到域和區域中來重新設計其車輛的電氣/電子 (EE)架構。 OEM正在軟體開發方面進行巨額投資，特別是基礎軟體平台，使他們能夠擴展稱為車輛作業系統 (OS) 的軟體主導特性和功能。

主要問題

• 什麼是車輛作業系統以及OEM如何定義它？
• OEM在車載作業系統開發方面的策略是什麼？
• 車載操作系統市場的主要趨勢是什麼？
• OEM在作業系統開發中面臨哪些挑戰？
• 一級供應商在價值鏈中的角色將如何改變？
• 這個市場最大的成長機會是什麼？

目錄

戰略衝動

• 為什麼成長如此困難？
• The Strategic Imperative 8（TM）
• 關鍵策略舉措對汽車作業系統產業的影響
• 成長機會推動Growth Pipeline Engine（TM）

成長機會分析

• 分析範圍
• 生長促進因子
• 成長抑制因素
• 車載操作系統市場的主要趨勢
• 什麼是作業系統？
• 車載操作系統的演變
• 未來車輛作業系統：定義與主要特徵
• 進階通用車載作業系統架構
• 車輛操作系統類型
• 車載操作系統籌資策略
• 軟體平台開發中的OEM挑戰
• 一級供應商在價值鏈中角色的變化
• 車載操作系統生態系統

OEM作業系統發展策略

• CARIAD VW.OS
• Hyundai Connected Car OS (ccOS)
• Toyota Arene OS
• MB.OS
• Nio
• Tesla
• Ford
• GM Ultifi
• BMW Neue Klasse
• 典型OEM作業系統策略
• OEM作業系統策略的關鍵見解

OEM作業系統活動

• 對您的OEM作業系統策略基準化分析
• OEM基準化分析

開源軟體和聯盟

• AAOS
• 採用 AAOS 的OEM
• AUTOSAR 和 AGL
• 作業系統和軟體開發的合作方法

作業系統解決方案開發商

• Blackberry
• Elektrobit
• Red Hat
• Green Hills Software
• Wind River
• Vector Informatik
• 作業系統解決方案基準化分析

成長機會宇宙

• 成長機會 1：SDV 開闢了產生經常性收益的新途徑
• 成長機會2： OEM和軟體公司在作業系統開發的合作
• 成長機會三：雲端運算與功能虛擬雲端技術開發者帶來機遇
• 概括

下一步

OEMs to Rely on Tier Suppliers' Embedded Hardware and Software Solutions Until Capable of Delivering In-house Standardized OS for Future Software-defined Vehicles

The automotive industry is undergoing a major transition and redefining the vehicle development process. To include numerous technologies tied to the concept of connected, autonomous, shared, and electric (CASE) mobility, OEMs have chosen to adopt the software-defined vehicle (SDV) development approach. With the SDV approach, OEMs extend features and function that they can update throughout the vehicle life cycle, which provides opportunities for recurring and sustainable revenue.

To achieve an SDV, OEM are redesigning vehicle electrical/electronic (EE) architecture by consolidating functions in domains and zones. They are making huge investments in software development, and specifically in a base software platform, that will enable them to extend software-driven features and functions called the vehicle operating system (OS).

Key Issues Addressed:

• What is a vehicle OS, and how are OEMs defining it?
• What are the OEMs’ strategies in developing vehicle OSs?
• What are the key trends in the vehicle OS market?
• What challenges are OEMs facing in OS development?
• How will the Tier I suppliers’ role change in the value chain?
• What are the top growth opportunities in this market?

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Vehicle Operating System (OS) Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• Growth Drivers
• Growth Restraints
• Key Trends in the Vehicle OS Market
• What is an OS?
• Evolution of Vehicle OSs
• Future Vehicle OSs: Definition and Key Functions
• High-level Generic Vehicle OS Architecture
• Types of Vehicle OSs
• Vehicle OS Sourcing Strategies
• OEMs' Challenges in SW Platform Development
• Change of Tier I Suppliers' Role in the Value Chain
• Vehicle OS Ecosystem

OEM OS Development Strategies

• CARIAD VW.OS
• Hyundai Connected Car OS (ccOS)
• Toyota Arene OS
• MB.OS
• Nio
• Tesla
• Ford
• GM Ultifi
• BMW Neue Klasse
• Typical OEM.OS Strategies
• Key Insights from OEM.OS Strategies

OEM OS Activity

• OEM.OS Strategy Benchmarking
• OEM Benchmarking

Open Source Software and Consortia

• AAOS
• OEMs Adopting AAOS
• AUTOSAR and AGL
• Cooperative Approach to OS and SW Development

OS Solution Developers

• Blackberry
• Elektrobit
• Red Hat
• Green Hills Software
• Wind River
• Vector Informatik
• OS Solution Benchmarking

Growth Opportunity Universe

• Growth Opportunity 1: SDVs Opening New Avenues for Repeatable Revenue Generation
• Growth Opportunity 2: Collaboration between OEMs and SW Companies for OS Development
• Growth Opportunity 3: Cloud Computing and Functional Virtualization will Open Opportunities for Cloud Technology Developers
• The Last Word

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• Legal Disclaimer