市場調查報告書
商品編碼
1559484
2024 年歐洲OEMSDV(軟體定義汽車)策略的基準測試Benchmarking of European OEM Software-defined Vehicle Strategies, 2024 |
變革性的大趨勢迫使歐洲OEM專注於整個生態系統更深層的競爭前合作。
過去,目的地設備製造商 ( OEM ) 根據機械特性來區分其產品。但如今,消費者需要軟體定義的功能,例如駕駛輔助、連接性和舒適服務。電氣化、自動駕駛、共用行動和連接等技術的融合正在推動OEM從傳統的硬點定義架構轉向軟體導向的架構。另一方面,這些趨勢正在重塑客戶的期望,迫使OEM推出新一代車輛來滿足這些期望,將汽車變成車輪上的軟體。
與行動電話產業一樣,汽車產業也正在經歷某種程度的復興。傳統的週期性收益經營模式面臨著在車輛整個生命週期中產生持續現金流的挑戰。除了提供新的安全性、舒適性和便利性優勢外,軟體定義車輛 (SDV) 還比硬體定義車輛具有多項優勢。 SDV 涵蓋韌體補丁、改進的資訊娛樂、動力傳動系統和車輛動力學等核心功能的監控和調整,以及向客戶提供按需功能的舒適性和便利性服務。這使得OEM能夠在車輛的整個生命週期中改進和升級車輛,同時從按需服務中賺取收益。
SDV 處於汽車產業巨大變革的前沿。本研究旨在針對歐洲OEM的 SDV 策略進行基準測試。討論了這些趨勢對歐洲各OEM的市場成長和部署策略的影響。
Transformative Megatrends Forcing European OEMs to Focus on Pre-competitive Collaboration at a Deeper Level Across their Ecosystem; Previously Unseen in the Automotive Industry
Original equipment manufacturers (OEMs) used to differentiate their products based on mechanical features. Today, however, consumers are increasingly looking for features defined by software, such as driver assistance, connectivity, and comfort-convenience services. The convergence of technologies including electrification, autonomous driving, shared mobility, and connectivity is causing OEMs to migrate from the traditional hardpoint-defined architecture to a software-oriented architecture. Meanwhile, these trends are reshaping customer expectations and forcing OEMs to address them in new-generation vehicles, thereby turning vehicles into software on wheels.
Similar to the mobile phone industry, the automotive industry is experiencing a sort of rebirth. The traditional business models of generating revenue cyclically are being challenged by continuous cash flow generation throughout the vehicle life cycle. Beyond unlocking new safety, comfort, and convenience features, software-defined vehicles (SDVs) have several advantages compared to their hardware-defined counterpart. SDVs allow customers over-the-air (OTA) updates that cover firmware patches; infotainment to receive improvements; monitoring and tuning of core functional capabilities, such as powertrain and vehicle dynamics; and feature-on-demand comfort-convenience services. This allows OEMs the opportunity to improve and upgrade vehicles on the go throughout their life cycle while generating revenue from feature-on-demand services, which culminates in deeper, more connected relationships with customers.
SDVs are at the forefront of monumental changes in the automotive industry. This research service aims to benchmark European OEM SDV strategy. It discusses the impact of these trends on the growth and deployment strategies of different European OEMs in the market.