北美OEM OTA更新（FOTA/SOTA）策略的思考

本报告对北美 OTA 更新市场进行了研究分析，研究了增长驱动因素和製约因素，分析了汽车製造商的用例，并讨论了增长机会。

内容

战略要务

• 为什么越来越难成长？
• 战略要务 8 (TM)
• 三大战略要务对汽车行业 OTA 更新的影响
• 增长机会推动增长 Pipeline Engine(TM)

增长机会分析

• 分析范围
• 增长动力
• 抑制增长的因素

OTA更新介绍

• 汽车行业的 OTA 更新：方式和原因
• 主要参与者和 OTA 更新类型
• Frost & Sullivan 的 OTA 更新细分
• 汽车行业的 OTA 更新：时间表
• 影响按需功能采用的 OTA 更新趋势
• 原始设备製造商召回带有或不带有 OTA 更新的车辆：案例研究
• OTA 更新：未来

影响 OTA 更新的隐私数据法规和标准：北美

影响 OTA 更新的隐私数据法规和标准：欧洲和中国

福特汽车公司 OTA 更新：按细分市场

• 福特汽车公司 OTA 更新：快照
• 福特汽车公司 OTA 更新：时间表
• 福特汽车公司的 OTA 更新比较：按细分市场
• 福特汽车公司的 OTA 更新普及率：按子细分市场

特斯拉 OTA 更新：按细分市场

• Tesla 的 OTA 更新：快照
• 特斯拉 OTA 更新：时间表
• Tesla 的 OTA 更新比较：按细分市场
• Tesla 的 OTA 更新普遍性：按细分
• 案例研究：Tesla 的 OTA 战略示例
• 案例研究：特斯拉的 OTA 更新

GM OTA 更新：按细分

• GM 的 OTA 更新：快照
• GM 的 OTA 更新：时间表
• GM 的 OTA 更新比较：按细分
• 通用汽车 OTA 更新的受欢迎程度：按子细分市场
• 案例研究：GM Ultifi 平台

Stellantis (FCA) 的 OTA 更新：按细分市场

• Stellantis (FCA) 的 OTA 更新：快照
• Stellatis (FCA) OTA 更新：时间表
• Stellantis (FCA) OTA 更新比较：按细分
• Diffusion of Stellantis (FCA) OTA 更新：按子细分

Lucid Motors OTA 更新：按细分市场

• Lucid Motors OTA 更新：快照
• Lucid Motors OTA 更新：时间表
• Lucid Motors OTA 更新的受欢迎程度：按子细分市场

Rivian OTA 更新：按细分

• Rivian OTA 更新：快照
• Rivian OTA 更新：时间表
• Rivian OTA 更新比较：按细分
• Rivian OTA 更新的受欢迎程度：按细分

北美 OEM 的总体 OTA 更新流行度：按细分市场

• 细分市场/类别基准：按汽车製造商
• 北美 OEM：OTA 更新次数比较
• 北美 OEM：OTA 更新快照
• 比较北美的 OTA 更新和 OTA 更新数量：按细分
• 北美 OEM：OTA 更新概览
• 电动汽车和非电动汽车：电动汽车原始设备製造商的比较分析

成长机会

• 增长机会 1：利用频繁的 OTA 更新为具有车载功能和技术的原始设备製造商带来新的收入机会
• 增长机会 2：持续更新软件以提高车辆性能和可靠性
• 增长机会 3：自动驾驶汽车和电动汽车的增长将增加对 OTA 更新的需求

附录

下一步

Innovative, Disruptive Technologies, Electrification, and Autonomous Technologies will Drive OTA Updates in the Automotive Industry

This Frost & Sullivan study offers insight into North American OEMs' over-the-air update (firmware-over-the-air [FOTA]/software-over-the-air [SOTA]) strategies. Frost & Sullivan segments OTA updates into 12 categories: Powertrain; Infotainment Services; Connected Services; Advanced Driver Assistance System/Autonomous Driving ADAS/AD; Chassis; Remote Services; Bug Fixes; User Manuals; Health, Wellness, and Well-being (HWW); Passive Safety; Active Safety; and Comfort/Convenience.

The study analyzes various OEMs headquartered in North America that have adopted OTA updates; it breaks down the number of OTA updates each company offers for each category. OEMs, including Tesla, Ford, GM, Rivian, and Lucid, are profiled for their OTA capabilities. A detailed sketch of the penetration of these services along with subsegment penetration for each OTA update type is also available for the respective OEMs.

The study also examines OTA update market growth drivers and restraints and analyzes a few use-cases for automakers, including Tesla and GM. 3 growth opportunities are discussed, and Frost & Sullivan offers recommendations to market participants to leverage them.

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 OTA Updates in the Automotive Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• Growth Drivers
• Growth Restraints

Introduction to OTA Updates

• OTA Updates in the Automotive Industry: How and Why
• Key Participants and OTA Update Types
• Frost & Sullivan OTA Update Segmentation
• OTA Updates in the Automotive Industry: A Timeline
• OTA Update Trends Affecting On-demand Feature Adoption
• OEMs Recalling Vehicles with and without OTA Updates: A Case Study
• OTA Updates: The Future

Privacy Data Regulations and Standards Impacting OTA Updates: North America

• California Consumer Privacy Act (Automotive)
• The Virginia Consumer Data Protection Act
• Distribution of State-level Privacy Laws, the United States
• Colorado Privacy Act
• Virginia and West Virginia Release Laws Governing OTA Updates
• Categories of Regulations, Standards, and Policies by Region

Privacy Data Regulations and Standards Impacting OTA Updates: Europe and China

• UNECE Regulation on Software Updates (OTA) and Software Update Management Systems (SUMSs): R156
• Cybersecurity Regulations WP.29, Europe
• Cybersecurity Regulations, China
• Impact of Privacy Data Regulations on OTA Updates

Ford Motor Company OTA Updates by Segment

• Ford Motor Company OTA Updates: A Snapshot
• Ford Motor Company's OTA Updates: A Timeline
• Ford Motor Company OTA Update Comparison by Segments
• Ford Motor Company OTA Update Penetration by Subsegments*

Tesla OTA Updates by Segment

• Tesla OTA Updates: A Snapshot
• Tesla's OTA Updates: A Timeline
• Tesla OTA Update Comparison by Segments
• Tesla OTA Update Penetration by Subsegments*
• Case Study: Tesla OTA Strategy Examples
• Case Study: Tesla OTA Updates

GM OTA Updates by Segment

• GM OTA Updates: A Snapshot
• GM's OTA Updates: A Timeline
• GM OTA Update Comparison by Segments
• GM OTA Update Penetration by Subsegments*
• Case Study: The GM Ultifi Platform

Stellantis (FCA) OTA Updates by Segment

• Stellantis (FCA) OTA Updates: A Snapshot
• Stellantis (FCA)'s OTA Updates: A Timeline
• Stellantis (FCA) OTA Update Comparison by Segments
• Stellantis (FCA) OTA Update Penetration by Subsegments*

Lucid Motors OTA Updates by Segment

• Lucid Motors OTA Updates: A Snapshot
• Lucid Motors' OTA Updates: A Timeline
• Lucid Motors OTA Update Penetration by Subsegments*

Rivian OTA Updates by Segment

• Rivian OTA Updates: A Snapshot
• Rivian's OTA Updates: A Timeline
• Rivian OTA Update Comparison by Segments
• Rivian OTA Update Penetration by Subsegments*

Overall OTA Update Penetration by Segments in NA OEMs

• Segment/Category Benchmarking by Automakers
• North American OEMs: Comparison by Number of OTA Updates
• North American OEMs: OTA Update Snapshot
• North American OTA Updates: Comparison by Number of OTA Updates by Segments
• North American OEMs: OTA Update Summary
• EVs versus Non EVs: A Comparative Analysis of EV OEMs

Growth Opportunity Universe

• Growth Opportunity 1: New Revenue Opportunities for OEMs from In-cabin Features and Technology with Frequent OTA Updates
• Growth Opportunity 2: Continuous Software Updates for Improved Vehicle Performance and Reliability
• Growth Opportunity 3: Growth of Autonomous Vehicles and EVs to Boost Demand for OTA Updates

Appendix

• Subsegments: Powertrain
• Subsegments: Infotainment
• Subsegments: Connected Services
• Subsegments: Chassis
• Subsegments: ADAS/AD
• Subsegments: Comfort/Convenience

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