Capgemini-订阅模式的兴起：卡车所有权的革命性变革（英）

The Rise of Subscription Models: Revolutionizing Truck OwnershipExploring the benefits and acceptance of flexible fleet solutionsExecutive summaryA recent survey of truck customers conducted by Capgemini supports major truck OEMs’ existing beliefs and expectations for subscription models, particularly those relating to electric vehicles. The research also adds important insights, for example that many customers would prefer to obtain subscriptions directly from manufacturers, and that subscriptions could help to overcome the perception that electric vehicles are not affordable. In this report, we comment on the results and propose actions that truck OEMs should be initiating now, such as creating a strategy to address key customer concerns, and informing customers better on issues like the respective total cost of ownership/use for conventional and electric trucks.2The Rise of Subscription ModelsContentsIntroduction Research method Summary of findings Findings part 1: market acceptability of the subscription model Findings part 2: market readiness for commercial electric vehicles Discussion and recommendations How Capgemini helps clients implement subscription models Authors 3567151719712“In the passenger car sector, we can already observe that moving from ICE vehicles to EVs is associated with a move from ownership to usage – implying that subscription models will become more popular. Our new study suggests that this trend could be even more significant for trucks, partly because of affordability issues but also because of uncertainty about EVs and their impact on residual values. The study also points to the potential of subscriptions to accelerate uptake of zero-emission vehicles. This finding should generate further discussion and a possible rethink of current approaches to promoting EVs.”Laurence NoëlHead of Global Automotive IndustryCapgemini4The Rise of Subscription ModelsIntroductionMajor truck manufacturers are actively exploring new ownership models, including subscription models. In these models, customers pay for the use of trucks while the manufacturer or other service provider retains ownership of the assets. There are variants where customers take ownership of the vehicles but obtain batteries on a subscription basis.However, there is a lack of hard data about the levels of acceptance for the models among truck customers, and about customer expectations and preferences.To shed light on these questions, Capgemini recently conducted a survey which explored the acceptability to truck customers of subscription services, along with related issues such as willingness to pay a premium, and which services should be included in the subscription model.We also investigated our respondents’ preferences for electric vehicles (EVs) versus internal combustion engine (ICE) vehicles and used the result