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封面
市场调查报告书
商品编码
1972146

汽车云洞察：2025-2030 年

Insights into Automotive Cloud, 2025-2030
出版日期: | 出版商: Frost & Sullivan | 英文 77 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

软体定义的车辆和製造商营运推动了云端技术的普及，从而实现了扩充性、创新性和成本效益。

汽车产业正经历着向软体定义汽车的重大转型，将汽车转变为动态、可升级的数位平台。这项转型需要先进的云端运算来管理、处理和保护大量数据，因此，数据管理已成为汽车原始设备製造商 (OEM) 在其车队、企业和製造营运中面临的核心策略挑战。

本报告首先定义了底层云端服务和部署模型，然后评估了云端技术为原始设备製造商 (OEM) 带来的关键效益。报告随后概述了七个关键用例，展示了云端技术如何带来显着价值，涵盖研发效率提升和客户体验改善等许多面向。此分析辅以真实案例和详细的案例研究，充分展现了 OEM 与云端服务供应商(CSP) 建立策略伙伴关係所取得的实际业务成果。

本研究的核心是对全球云端服务供应商 (CSP) 进行全面的基准测试。分析表明，AWS、Azure 和 Google Cloud 在美国和欧盟的汽车云市场中主导，而阿里巴巴、腾讯和华为等本土供应商则在中国市场保持着强劲的领先优势。本研究根据既定的关键绩效指标 (KPI) 对这些供应商进行评估，分析伙伴关係机会，并重点阐述关键差异化领域。

最终，云端运算技术被视为创造新经营模式和加速个人化客户体验的策略驱动力。一项核心建议是，原始设备製造商 (OEM) 应采用多重云端策略。这种方法充分利用领导者的优势——Azure 和 AWS 的卓越整体表现、Google 的资讯娱乐优势以及区域性厂商在本地市场整合方面的优势——以平衡合规性和控制力，并实现可持续的竞争优势。

目录

介绍

  • 分析范围
  • 云是什么？
  • 简称和首字母缩略词
  • 结构和内容概述
  • 为什么成长变得越来越困难
  • The Strategic Imperative 8-TM
  • 三大关键策略要务对汽车产业云端技术整合的影响
  • 车辆资料处理位置
  • 汽车领域的云端运算
  • 云端技术在汽车产业的优势
  • 云端服务模型
  • 云端服务模式概述
  • 云端采用模式 1：公共云端
  • 云端采用模式 2：私有云端
  • 云采用模式 3：混合云端
  • 评估云端采用模型
  • OEM面临的挑战以及云端技术的潜力
  • 云端服务可以在汽车生态系统中的哪些领域中得到应用？

用例

  • 云端技术支援汽车产业的各种应用场景
  • 面向工业4.0的云
  • 工业 4.0 的云端案例研究：大众汽车与 AWS
  • 联网汽车云
  • 联网汽车云案例研究：BMW互联驾驶
  • 面向ADAS和自动驾驶汽车的云
  • ADAS 和自动驾驶汽车的云端案例研究：大众汽车 ADP
  • 电动汽车云平台
  • 电动车云案例研究：福特BlueOval Intelligence
  • 用于生成式人工智慧的云
  • 生成式人工智慧云端案例研究：MB.OS Azure OpenAI
  • 车载资讯娱乐云
  • 车载资讯娱乐云案例研究：BMW开放式行动云
  • 用于OTA更新和网路安全的云
  • 用于OTA更新和网路安全的云端案例研究：丰田MSPF

重点

基准测试

  • 主要云端服务供应商与汽车製造商合作
  • 汽车产业三大云端服务供应商评估
  • 推动汽车产业云端需求的十大趋势
  • 评估汽车通讯服务提供者的六项关键KPI
  • 基于六项关键绩效指标的CSP基准测试
  • 基于六项关键绩效指标的领先通讯服务提供者基准比较
  • 主要云端服务供应商的定位：全球覆盖范围和在汽车行业的成熟度
  • 定位领先的云端服务供应商：实现技术领导地位
  • 结论
  • 主要OEM厂商目前的云端战略
  • 汽车製造商的最佳实践

成长机会分析

  • 成长驱动因素
  • 成长限制因素

成长机会领域

  • 成长机会 1：赋能智慧製造与数位双胞胎
  • 成长机会 2：利用人工智慧、软体定义平台和云端空中升级加速汽车创新
  • 成长机会 3：透过客製化的车内体验开发新的收入来源

下一步

  • 成长机会带来的益处和影响
  • 下一步
  • 图表清单
  • 免责声明

介绍

  • 了解车辆资料可以处理的不同地点。
  • 明确云端处理的作用，并概述关键的云端服务和部署模式。
  • 我们对每种模型进行评估，重点指出原始设备製造商面临的主要痛点以及云端技术可以带来显着优势的领域。

用例

  • 列举七个汽车产业采用云端运算能够创造显着价值的关键用例。
  • 我们将概述每种云端技术用例的目标，并提供范例来说明它们。
  • 透过案例研究，详细介绍了OEM和CSP（云端服务供应商）伙伴关係的内容、原因和方式。
  • 总之，我们总结了OEM厂商透过云端整合所取得的实际利益的关键要点。

基准测试

  • 绘製云端服务供应商与汽车製造商之间的合作关係图
  • 找出推动汽车云端解决方案需求的十大趋势
  • 建立关键绩效指标，作为评估和比较通讯服务提供者 (CSP) 的基础。
  • 结论部分总结了对原始设备製造商 (OEM) 的影响，并提出了与通讯服务提供者 (CSP) 合作的建议。

结论

  • 概述了原始设备製造商 (OEM) 的策略方法和未来成功所需的最佳实践建议。
简介目录
Product Code: M1G3-46

Software-Defined Vehicles and Manufacturer Operations Drive Cloud Adoption for Improved Scalability, Innovation, and Cost Efficiency

The automotive sector is undergoing a profound shift toward the software-defined vehicle, transforming cars into dynamic, upgradeable digital platforms. This transition critically demands advanced cloud computing to manage, process, and secure the vast amounts of data generated, establishing data management as a core strategic imperative for original equipment manufacturers (OEMs) across their vehicle, enterprise, and manufacturing operations.

This report first defines the underlying cloud service and deployment models, assessing their key interests for OEMs. It then outlines seven critical use cases where cloud adoption delivers significant value, ranging from R&D efficiency to enhanced customer experiences. This analysis is supported by real-world examples and detailed case studies illustrating the tangible business outcomes achieved through strategic OEM-cloud service provider (CSP) partnerships.

A core component of the study is the comprehensive benchmarking of global CSPs. Analysis reveals that AWS, Azure, and Google Cloud dominate the automotive cloud landscape in the United States and the European Union, while local providers like Alibaba, Tencent, and Huawei maintain strong leadership in the Chinese market. The study evaluates these providers against defined KPIs to map partnerships and highlight key areas of differentiation.

Ultimately, cloud technology is identified as a strategic enabler for unlocking new business models and accelerating personalized customer experiences. The central recommendation is for OEMs to adopt a multi-cloud strategy. This approach capitalizes on the specific strengths of each leader, such as Azure and AWS for all-around excellence, Google for infotainment, and regional players for local market integration, to balance compliance and control and enable sustained competitive advantage.

Table of Contents

Introduction

  • Scope of Analysis
  • What Is Cloud?
  • Abbreviations and Acronyms
  • Overview of the Structure and Content
  • Why Is It Increasingly Difficult to Grow?
  • The Strategic Imperative 8-TM
  • The Impact of the Top 3 Strategic Imperatives on the Integration of Cloud Technology in the Automotive Industry
  • Vehicle Data Processing Locations
  • Cloud Processing in Automotive
  • Cloud Technology Benefits for the Automotive Industry
  • Cloud Service Models
  • Cloud Service Models Summary
  • Cloud Deployment Model 1: Public Cloud
  • Cloud Deployment Model 2: Private Cloud
  • Cloud Deployment Model 3: Hybrid Cloud
  • Cloud Deployment Models Assessment
  • OEM Pain Points and Cloud Technology Potential
  • Where Cloud Services Could Be Used in the Automotive Ecosystem?

Use Cases

  • Automotive Use Cases Supported by the Cloud Technology
  • Cloud for Industry 4.0
  • Cloud for Industry 4.0 Case Study: Volkswagen and AWS
  • Cloud for Connected Vehicles
  • Cloud for Connected Vehicles Case Study: BMW ConnectedDrive
  • Cloud for ADAS and AVs
  • Cloud for ADAS and AVs Case Study: Volkswagen ADP
  • Cloud for EVs
  • Cloud for EVs Case Study: Ford BlueOval Intelligence
  • Cloud for Generative AI
  • Cloud for Generative AI Case Study: MB.OS Azure OpenAI
  • Cloud for In-Vehicle Infotainment
  • Cloud for In-Vehicle Infotainment Case Study: BMW Open Mobility Cloud
  • Cloud for OTA Updates and Cybersecurity
  • Cloud for OTA Updates and Cybersecurity Case Study: Toyota MSPF

Key Takeaways

Benchmarking

  • Major CSP Partnerships with OEMs
  • Assessment of the 3 Largest CSPs in the Automotive Industry
  • Top 10 Trends Driving Automotive Cloud Demand
  • 6 Key KPIs for Assessing Automotive CSPs
  • Benchmarking CSPs on 6 Key KPIs
  • Benchmarking and Comparing Major CSPs Based on the 6 Key KPIs
  • Major CSPs' Positioning: Global Coverage and Automotive Maturity
  • Major CSPs' Positioning: Enabling Technology Leadership
  • Conclusion
  • Current Major OEMs' Cloud Strategies
  • Best Practices for Automakers

Growth Opportunity Analysis

  • Growth Drivers
  • Growth Restraints

Growth Opportunity Universe

  • Growth Opportunity 1: Enable Smart Manufacturing and Digital Twins
  • Growth Opportunity 2: Accelerate Vehicle Innovation with AI, Software-Defined Platforms, and Cloud-Enabled OTA Updates
  • Growth Opportunity 3: Unlock New Revenue Streams Through Tailored In-Vehicle Experiences

Next Steps

  • Benefits and Impacts of Growth Opportunities
  • Next Steps
  • List of Exhibits
  • Legal Disclaimer

Introduction

  • Introduces the different locations where vehicle data can be processed
  • Defines the role of cloud processing, and outlines the main cloud service and deployment models
  • Assesses the models, highlighting the key pain points of OEMs and areas where cloud technologies can provide significant benefits

Use Cases

  • Defines the 7 main use cases in the automotive industry where cloud adoption creates significant value
  • Outlines the objective of each cloud technology use case, illustrates it with examples
  • Presents a detailed case study highlighting the what, why, and how of a partnership between an OEM and a CSP
  • Concludes with key takeaways, summarizing the tangible benefits OEMs achieved through cloud integration

Benchmarking

  • Maps partnerships between CSPs and OEMs
  • Identifies the top 10 trends driving demand for automotive cloud solutions
  • Establishes the key KPIs that will serve as the basis for assessing and comparing the CSPs
  • Presents conclusions that outline implications for OEMs and recommendations for engaging with CSPs

Conclusions

  • Summarizes OEMs' strategic approaches and the recommended best practices for future success