思略特+2022年数字汽车报告（第2期）

Digital Auto Report 2021/22Accelerating towards the “New Normal”VOLUME 2Digital Auto Report 2021/22 – Volume 2Tenth annual Digital Auto Report, developed by Strategy& and PwCGlobal consumer survey with a focus on the US, EU and China (n = 3,000)plus new view on Japan (n = 1,000)Quantitative market outlook up to 2035, based on regional structural analysisInterviews with industry executives at OEMs and suppliers, and with leading academics and industry analystsStrategy&Volume 2 (2022)Capturing value with new mobility business modelsVolume 1 (2021)Assessing global mobility market dynamics•Market outlook – penetration of technologies and mobility types•Technology – shifting gears in connected, electric, automated•Customers – changing mobility preferences: everything-as-a-service?•Regulation – slowdown or acceleration of key policies?•Vehicle – how to package winning connected services?•Transportation – what is the true potential of robotaxis in large cities?•Infrastructure – how to move from charge points to mobility and service hubs?RegulationTechnologyConsumerVolume 1 – RecapThis volume focuses on how to capture value with vehicle-related services, AD transportation and infrastructure concepts1) Note: As this report takes a long-term view (up to 2035), current market economic and geo-political disruptions (e.g. Ukraine war) are not reflectedSource: Strategy&3•Sustainability and competitive pressure from digital disruptors have major impact on CASE mobility•Consumers are seeking convenient/safe mobility –private transport modes remain important •Technology progresses fast – software-defined vehicle architecture and chip shortage most pressing topics•Regulation is aiming to accelerate the mobility transformation – various regions have followed very different approachesVolume 2 – Scope of this documentEconomics•Capturing more economic value1) in a transforming mobility market requires a fresh view on1. Vehicle – focus on connected services and alternative powertrains2. Transportation – grow into new markets with robotaxis at superior economics3. Infrastructure – monetize traffic at charging stations through ecosystem partner integration and hub concepts123AutomatedElectricConnectedSmart MobilityStrategy&Value creation in automotive is growing beyond (1) vehicles to (2) transportation services and (3) new infrastructure conceptsExecutive summary – Volume 2For car manufacturers, value creation in mobility is growing beyond the (1) vehicle with components and connected services to (2) mobility and transportation services on the one side and (3) mobility infrastructure provisioning on the other side – for each direction a distinct view is needed to define a winning strategyToday‘s connected services improve vehicle experience along safety, convenience, entertainment and infrastructure. OEMs apply different bundling approaches with German players providing a large number of individual services at €19-880 p.a., while new US/Chinese players offer fewer p