沃尔沃汽车：战略概况

沃尔沃汽车有望在 2025 年成为一家电动汽车公司，每年在其产品组合中增加 BEV 车型，并将其电动汽车在零售销售中的份额提高到 50% 以上。

本报告审视了沃尔沃汽车的战略概况，并总结了公司概况、增长战略、技术路线图、业务战略、产品/技术/子品牌概况、共享出行投资计划等。

内容

增长机会分析

• 沃尔沃汽车的战略概况
• 增长驱动力
• 抑制增长的因素

成长环境

• 增长环境：沃尔沃的战略要务
• 增长环境：沃尔沃 2025 Ambition
• 增长环境：循环经济目标
• 增长环境：向纯电动汽车公司转型
• 增长总结：沃尔沃汽车品牌概览

战略要务

• 为什么增长越来越难
• 战略要务 8(TM)
• 三大战略要务的市场影响
• 推动增长管道引擎 (TM) 的增长机会

品牌展望

• 吉利控股集团：品牌管理
• 沃尔沃汽车：历史
• 沃尔沃在全球的足迹
• 概览：沃尔沃汽车
• 沃尔沃汽车关键数据
• 沃尔沃汽车的销售业绩
• 沃尔沃汽车车型阵容：SUV、旅行车、轿车
• 沃尔沃的产品战略
• 沃尔沃汽车：按车型划分的销售业绩
• 沃尔沃汽车：电动汽车销售业绩
• 沃尔沃汽车：研发占净收入的百分比
• 沃尔沃未来的产品战略：Concept Recharge

转型战略

• 沃尔沃汽车：CASE 战略和愿景
• CASE 技术开发合作伙伴：沃尔沃汽车
• 沃尔沃汽车：转型的支柱
• Lynk & Co：为新一代买家打造的电动汽车子品牌
• 具有集成线下体验的沃尔沃在线销售和订阅
• 具有集成线下体验的 Polestar 在线销售和订阅
• 沃尔沃汽车旗下的可扩展多能源平台
• 通用设计的SPA内部平台
• 支持大型沃尔沃车型的 SPA2
• CMA：中型一体式平台
• 新一代信息娱乐和连接性
• 为沃尔沃和 Polestar 提供支持的基于 Google 的信息娱乐系统
• 用于连接的数字服务包
• 用于智能驾驶辅助的 Intellisafe
• 用于高级智能连接的互联套件
• 电气化路线图
• 通过联盟采购电池
• 製造电池的超级工厂
• 沃尔沃和吉利：深化合作，推动电动汽车发展
• Polestar：电动性能沃尔沃
• 支持自动驾驶的 Zenseact 高级驾驶软件
• 通过合作引入 HAD 功能
• Volvo Cars Mobility "M"

动力总成战略和竞争格局

• 沃尔沃动力总成规格
• 沃尔沃的动力总成战略
• 沃尔沃：豪华 SUV 类别的竞争对手比较

製造战略

• 沃尔沃汽车的製造和组装
• 沃尔沃汽车在欧洲的製造战略
• 沃尔沃汽车在亚太地区的製造战略
• 沃尔沃汽车在美洲的製造战略

合资企业和技术投资

• CEVT 在吉利的作用
• 沃尔沃汽车技术基金
• 案例研究 1：FreeWire 技术
• 案例研究 2：Luminar
• 案例研究 3：Forciot
• 案例研究 4：Exmet
• 案例研究 5：Zum
• 案例研究 6：Varjo
• 案例研究 7：UVEye
• 案例研究 8：MDGo
• 案例研究 9：Zum

增长机会领域

• 增长机会 1：通过电动汽车业务关注市场增长
• 增长机会 2：探索直接消费前沿的新商业模式
• 成长机会三：合作开拓新的市场机会

下一步

附录

By 2025, Volvo Cars will be an EV Firm with BEV Models Added Annually to the Product Portfolio and Transformational Growth of EV Share to More than 50% of Retail Sales

This research service focuses on the strategic profile of Volvo Cars and delivers insights into its operations and activities in the global market, including China, Europe, and North America. With EVs gaining popularity and the industry digitizing, Volvo is actively electrifying its product lineup and introducing new-gen software systems for a software-defined car. The company is accelerating its growth in the mobility segment by launching connected, autonomous, shared, electric (CASE) technologies, and introducing Polestar, an electric performance brand, strengthening its position in the luxury vehicle segment. Volvo's agile corporate structure and autonomy within its parent organization, the Geely Holding Group, have facilitated external collaborations with automotive, electronics, and technology companies. The company formed alliances and JVs with leading technology firms, such as Luminar, Google, and Waymo, to develop electric vehicles (EVs), autonomous vehicles (AVs), and software-powered cars, catering to the CASE trends. These partnerships have stoked multiple advancements, such as autonomous drive and electrification, and enabled it to bring products quicker to market than its competitors.

The study aims to provide an overview of Volvo Cars, its products and services, its role in the automotive industry, and analyze the strategies adopted for vehicle and technology manufacturing. This report covers Volvo Cars' corporate structure, growth strategy, technology roadmap, business strategies, product, technology, and sub-brand profiles, and investment plans in shared mobility. Frost & Sullivan examined the company's innovation and investment portfolios, which will shape the future of Volvo Cars in the mobility sector.

This profile aims to provide a strategic overview of Volvo Cars, identifying and understanding the factors contributing to the organization's success. In addition, this research service seeks to:

• Deep dive into the critical operational strategies of Volvo Cars with a focus on the corporate structure, corporate strategy, CASE strategies, manufacturing strategies, and sales performance.

• Provide an overview of Volvo's product portfolio, including product planning, platform development, and positioning.

• Discuss the role of Volvo in shared mobility, autonomous driving, connectivity, and robotaxi operations.

• Explore the brand's retail strategy and understand the company's vision in the overall automotive industry and mobility ecosystem.

From an automotive and transportation standpoint, this study provides an executive outlook of Volvo Cars in the automotive industry.

This study discusses Volvo's market position, adopted strategies, and plans.

Key Issues Addressed:

• How is Volvo Cars transforming into an electric car company?

• What are the strengths and challenges for the company in the automotive industry?

• What is it doing in terms of product and platform development?

• What retail strategies did the company adopt, and how is it developing its direct-to-consumer business?

• What are its CASE-related strategy investments?

Table of Contents

Growth Opportunity Analysis

• Strategic Profiling of Volvo Cars
• Growth Drivers
• Growth Restraints

Growth Environment

• Growth Environment: Volvo Strategic Imperative
• Growth Environment: Volvo 2025 Ambition
• Growth Environment: Circular Economy Goal
• Growth Environment: Transitioning into a Pure EV Company
• Growth Summary: Volvo Cars Brand Overview

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on
• Growth Opportunities Fuel the Growth Pipeline Engine™

Brand Outlook

• Geely Holding Group: Brand Management
• Volvo Cars: History
• Volvo Global Footprint
• Overview: Volvo Cars
• Volvo Cars Key Statistics, 2021
• Volvo Cars Sales Performance
• Volvo Cars Model Lineup: SUV, Wagon, and Sedan
• Volvo Product Strategy
• Volvo Cars: Sales Performance by Model
• Volvo Cars: EV Sales Performance
• Volvo Cars: R&D as Percent of Net Revenue
• Volvo Future Product Strategy: Concept Recharge

Transformational Strategies

• Volvo Cars: CASE Strategy and Vision, 2020-2025
• CASE Technology Development Partnerships: Volvo Cars
• Volvo Cars: Pillars for Transformation
• Volvo Cars: Pillars for Transformation (continued)
• Lynk & Co: EV Sub-brand Made for New-gen Buyers
• Volvo Online Sales and Subscriptions, with Integrated Offline Experiences
• Polestar Online Sales and Subscriptions, With Integrated Offline Experiences
• Scalable, Multi-energy Platforms Under Volvo Cars
• SPA In-house Platform for Design Commonality
• SPA2 to Underpin Volvo's Larger Models
• CMA: A Mid-sized Unibody Platform
• New-gen Infotainment and Connectivity
• Google-based Infotainment System to Power Volvo & Polestar
• Digital Services Package for Connectivity
• Intellisafe for Intelligent Driver Assistance
• Connected Suite for Advanced and Smart Connectivity
• The Electrification Roadmap
• Battery Sourcing through Partnerships
• Gigafactory for Battery Manufacturing
• Volvo & Geely Deepen Collaboration to Drive EV Development
• Polestar, the Electric Performance Volvo
• Zenseact Advanced Driving Software to Enable Autonomous Driving
• Deploying HAD Capability Through Partnerships
• Deploying HAD Capability Through Partnerships (continued)
• Volvo Cars Mobility 'M'

Powertrain Strategy & Competitive Landscape

• Volvo Powertrain Specifications
• Volvo Powertrain Specifications (continued)
• Volvo Powertrain Strategy
• Volvo: SUV Luxury Segment Competitive Comparison
• Volvo: SUV Luxury PHEV Segment Competitive Comparison (continued)

Manufacturing Strategies

• Volvo Cars Manufacturing and Assembly
• Volvo Cars Manufacturing Strategy in Europe
• Volvo Cars Manufacturing Strategy in APAC
• Volvo Cars Manufacturing Strategy in Americas

JVs and Technological Investments

• CEVT's Role in Geely
• Volvo Cars Tech Fund
• Case Study 1: FreeWire Technologies
• Case Study 2: Luminar
• Case Study 3: Forciot
• Case Study 4: Exmet
• Case Study 5: Zum
• Case Study 6: Varjo
• Case Study 7: UVEye
• Case Study 8: MDGo
• Case Study 9: Actasys

Growth Opportunity Universe

• Growth Opportunity 1: Focus on Market Growth from the EV Business
• Growth Opportunity 1: Focus on Market Growth from the EV Business (continued)
• Growth Opportunity 2: Explore New Business Models in the Direct Consumer Frontier
• Growth Opportunity 2: Explore New Business Models In The Direct Consumer Frontier (continued)
• Growth Opportunity 3: Examine New Markets/Opportunities Through Collaborations
• Growth Opportunity 3: Examine New Markets/Opportunities Through Collaborations (continued)

Next Steps

• Your Next Steps
• Why Frost, Why Now?

Appendix

• Abbreviation
• List of Exhibits
• Legal Disclaimer