市场调查报告书
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2024 年欧洲OEMSDV(软体定义汽车)策略的基准测试Benchmarking of European OEM Software-defined Vehicle Strategies, 2024 |
变革性的大趋势迫使欧洲OEM专注于整个生态系统更深层的竞争前合作。
过去,目的地设备製造商 ( OEM ) 根据机械特性来区分其产品。但如今,消费者需要软体定义的功能,例如驾驶辅助、连接性和舒适服务。电气化、自动驾驶、共用行动和连接等技术的融合正在推动OEM从传统的硬点定义架构转向软体导向的架构。另一方面,这些趋势正在重塑客户的期望,迫使OEM推出新一代车辆来满足这些期望,将汽车变成车轮上的软体。
与行动电话产业一样,汽车产业也正在经历某种程度的復兴。传统的週期性收益经营模式面临着在车辆整个生命週期中产生持续现金流的挑战。除了提供新的安全性、舒适性和便利性优势外,软体定义车辆 (SDV) 还比硬体定义车辆具有多项优势。 SDV 涵盖韧体补丁、改进的资讯娱乐、动力传动系统和车辆动力学等核心功能的监控和调整,以及向客户提供按需功能的舒适性和便利性服务。这使得OEM能够在车辆的整个生命週期中改进和升级车辆,同时从按需服务中赚取收益。
SDV 处于汽车产业巨大变革的前沿。本研究旨在针对欧洲OEM的 SDV 策略进行基准测试。讨论了这些趋势对欧洲各OEM的市场成长和部署策略的影响。
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.