小客车OEM的汽车作业系统 (OS) 策略

OEM将依赖一级供应商的嵌入式硬体和软体解决方案，直到他们能够为未来的软体定义车辆 (SDV) 提供自家公司的标准作业系统

汽车产业正在经历重大转型，重新定义了汽车开发流程。为了整合与 CASE 移动概念相关的众多技术， OEM选择采用软体定义车辆 (SDV) 开发方法。 SDV 方法为OEM提供了扩展可在车辆整个生命週期中更新的功能和特性的机会，从而产生经常性和永续的收益。

为了实现 SDV，OEM正在透过将功能整合到域和区域中来重新设计其车辆的电气/电子 (EE)架构。 OEM正在软体开发方面进行巨额投资，特别是基础软体平台，使他们能够扩展称为车辆作业系统 (OS) 的软体主导特性和功能。

主要问题

• 什么是车辆作业系统以及OEM如何定义它？
• OEM在车载作业系统开发方面的策略是什么？
• 车载操作系统市场的主要趋势是什么？
• OEM在作业系统开发中面临哪些挑战？
• 一级供应商在价值链中的角色将如何改变？
• 这个市场最大的成长机会是什么？

目录

战略衝动

• 为什么成长如此困难？
• The Strategic Imperative 8（TM）
• 关键策略倡议对汽车作业系统产业的影响
• 成长机会推动Growth Pipeline Engine（TM）

成长机会分析

• 分析范围
• 生长促进因子
• 成长抑制因素
• 车载操作系统市场的主要趋势
• 什么是作业系统？
• 车载操作系统的演变
• 未来车辆作业系统：定义与主要特征
• 进阶通用车载作业系统架构
• 车辆操作系统类型
• 车载操作系统筹资策略
• 软体平台开发中的OEM挑战
• 一级供应商在价值链中角色的变化
• 车载操作系统生态系统

OEM作业系统发展策略

• CARIAD VW.OS
• Hyundai Connected Car OS (ccOS)
• Toyota Arene OS
• MB.OS
• Nio
• Tesla
• Ford
• GM Ultifi
• BMW Neue Klasse
• 典型OEM作业系统策略
• OEM作业系统策略的关键见解

OEM作业系统活动

• 对您的OEM作业系统策略基准化分析
• OEM基准化分析

开源软体和联盟

• AAOS
• 采用 AAOS 的OEM
• AUTOSAR 和 AGL
• 作业系统和软体开发的合作方法

作业系统解决方案开发商

• Blackberry
• Elektrobit
• Red Hat
• Green Hills Software
• Wind River
• Vector Informatik
• 作业系统解决方案基准化分析

成长机会宇宙

• 成长机会 1：SDV 开闢了产生经常性收益的新途径
• 成长机会2： OEM和软体公司在作业系统开发的合作
• 成长机会三：云端运算与功能虚拟云端技术开发者带来机会
• 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