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市場調查報告書

從汽車網際網路:議論的階段向支配的階段

Internet of Cars: from Disruption to Dominance

出版商 Autelligence 商品編碼 352528
出版日期 內容資訊 英文 206 Pages
商品交期: 最快1-2個工作天內
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從汽車網際網路:議論的階段向支配的階段 Internet of Cars: from Disruption to Dominance
出版日期: 2016年05月31日 內容資訊: 英文 206 Pages
簡介

全球汽車產業現在對於搭載連網功能及其活用興趣高漲,這也強烈影響消費者的購買意願。今後5年預計汽車產業的經營模式也將以服務及用戶體驗為中心產生變化,其過程想必將出現新廠商加入的空間。

本報告提供全球汽車產業的連接性 (連網功能·服務) 的配合狀況和今後方向性相關分析,基於對各種產業 (汽車·半導體·通訊服務等)相關人員的採訪等,提供在各產業針對聯網汽車的配合措施,及聯網汽車市場基本結構·趨勢,各國政府的相關法規·規定的整頓現狀,當下的研究開發 (R&D) 之課題與今後預測,並彙整主要企業簡介,各企業的策略建議等資訊,為您概述為以下內容。

聯網汽車的提案價值 (價值定位)

第1章 了解自己的「客戶」:透過數位儀表板的登場來促進決策

  • 消費者對聯網汽車的期待
  • 汽車數位服務對消費者購買意願決策帶來的影響
  • 廠商方面品牌差異化策略的連接性
  • 探求實用的經營模式:廠商實際獲得收益的可能性

第2章 聯網汽車與通訊業:技術創新·破壞·產業合作

  • 「開放」生態系統的未來之道:從價值鏈到價值網路
  • 通訊企業在聯網汽車上所扮演的角色:除了連接性以外也拓展其他業務
  • 聯網汽車市場上的半導體製造商佔有率:晶片的重要性增加
  • 汽車應用:智慧型手機·生態系統的教訓
  • 以計量儀器技術統治權為中心的競爭:汽車廠商:聯合Apple·Google

第3章 已開發國家和發展中國家的連網型服務

  • 全球各地的聯網汽車市場概況:北美·歐洲·印度·中國·俄羅斯·巴西·ANZ (澳洲·紐西蘭)

第4章 聯網汽車和IoT的邂逅

  • 解決以「內製」、「外包化」為中心的難題
  • 以OBD-II領域的優勢為中心的競爭:新安裝對企業來說的熱點
  • 聯網汽車和穿戴式的融合
  • 汽車製造商Deep學習的挑戰 - AI (人工智能)·機器學習等等

第5章 汽車網際網路相關法規環境:法規是否將是答案?

  • EU:eCall的歐洲全境義務化 - 已不再延期
  • 俄羅斯:ERA-GLONASS
  • 巴西:CONTRAN指令245號,失竊車探索設備的安裝義務化

第6章 聯網汽車市場課題:今後更加困難

  • 有未來潛力的聯網汽車:軟體·回收的重新定義
  • 聯網汽車和網路安全:製造安全頑強的汽車
  • 探索恰當的價格設定模式:評估訂閱方式以外其他方法
  • 巨量資料的有效利用:為誰所有?
  • 聯網汽車的價值鏈上的「missing link」:經銷商網

第7章 主要結論

第8章 策略建議

第9章 企業簡介

  • Airbiquity
  • AT&T
  • Audi
  • AUPEO
  • BMW
  • Bosch
  • Continental
  • Daimler
  • Delphi Automotive
  • Elektrobit Automotive
  • Fiat-Chrysler Automobiles (FCA)
  • Ford Motor Company
  • General Motors
  • Harman International
  • Hyundai
  • INRIX
  • Jaguar Land Rover
  • Jasper Wireless
  • Mojio
  • NVIDIA
  • NXP Semiconductors
  • Parrot Automotive
  • QNX Software Systems
  • SiriusXM
  • Tesla Motors
  • TomTom (Tom2)
  • Verizon Telematics
  • Visteon Corporation
  • Vodafone
  • Volkswagen

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目錄

Key trends in the connected car market, corporate strategies, major challenges now and future, OEM and supplier profiles. Examines business models, tech trends and consumer perspectives.

While autonomous cars and V2X are making headlines, in-car connectivity is making waves in the market. Connectivity features are playing a growing role in consumer buying decisions, to the point that some are ready to postpone purchases to make sure they have the latest features. OEMs have to adjust to an emerging shift in buyer priorities that is driving deep-rooted change in vehicle purchasing.

Over the next five years, automotive connectivity will disrupt large parts of the automotive industry. Traditional product-based transactional business models will integrate a growing number of service-based experiences mirroring and developing on consumer product usage and cycles, opening the door to new entrants along the way and requiring established players to adjust their business models. The effects will ripple through the supply chain.

To understand what this means, several major questions need to be addressed:

  • How will industry players adapt to these changing consumer preferecnes?
  • How will automotive OEMs secure their share of the revenue stream in competition with tech giants like Apple & Google?
  • What does that mean for their suppliers and partners?
  • How will the industry tackle evolving problems of data ownership and security?
  • Is legislation required or likely, will the playing field be tilted?
  • A large number of more detailed questions - like the status of eCall in the EU, or the balance between aftermarket and factory-fitted options - will also require resolution.

“Internet of Cars: from Disruption to Dominance”looks at connected car trends, changes in structural dynamics in the automotive sector and the key challenges for the industry, with a global forecast through to 2020.

Key areas covered in report

  • The consumer is king: Expectations, adoption, brand differentiators, business models
  • Connected industry: The open ecosystem from value chain to value network, the new entrant challenge app ecosystems, the role of telecoms operators.
  • Markets and Challenges: Connected cars intersecting with wearable tech, data ownership, cybersecurity, pricing, future-proofing, the role of the dealer aftermarket, OEM and Tier 1-2-3 capabilities and their development.
  • Legislation and Mandates
  • Strategic analysis of OEMs and automotive connectivity component and system suppliers: Airbiquity, AT&T, Audi, AUPEO, BMW, Bosch, Continental, Daimler, Delphi Automotive, Elektrobit Automotive, Fiat-Chrysler Automobiles (FCA), Ford Motor Company, General Motors, Harman International, Hyundai, INRIX, Jaguar Land Rover, Jasper Wireless, Mojio, NVIDIA, NXP Semiconductors, Parrot Automotive, QNX Software Systems, SiriusXM, Tesla Motors, TomTom, Verizon Telematics, Visteon Corporation, Vodafone, Volkswagen are all covered
  • Conclusion: Analysis and trends - points to watch and strategic recommendations

Key questions addressed

  • What are the OEMs' future-proofing strategies?
  • What is the difference in connected car markets between North America and Europe?
  • What are the key current security vulnerabilities?
  • What disruptive trends are reshaping the connected car market?
  • What is the value of big data for connected car stakeholders?
  • What in-car services are consumers willing to pay for?
  • How will connectivity complement self-driving cars?
  • Who will dominate the dashboard? Have phones already won, or is there room for proprietary solutions?
  • How will Tier 1 suppliers meet the technology challenge - and what key services will they need to provide?
  • Is legislation a help or hindrance? Is it even required?
  • Where does the aftermarket fit in? What level of functionality can be provided?

Who should buy the report?

  • Automotive OEMs
  • Tier-1/2/3 suppliers
  • Telecom operators
  • Semiconductor manufacturers
  • Independent software/hardware providers
  • Government policy makers and transport agencies
  • Tech start-ups
  • Analysts and consultants

Methodology

  • Our experienced editorial team aims to find and synthesize a broad range of sources into a readable, accessible document that can serve as a foundation for further analysis to meet individual reader's needs and as a platform for the monitoring of ongoing developments.
  • Regular surveys of extensive database of interested parties and industry executives to keep in touch with the latest thinking from the front-line of practical applications and highlight challenges to established industry thinking as it emerges.
  • A team of researchers monitors major studies and thoughtful analysis of the key issues across the academic and business press and general media.
  • Attendance at major conferences and events to bring insights from industry practitioners ands players and identify critical insights. We partner with the organisers of some key events.

About the author

Shamik Ghosh is a freelance automotive researcher focused on semiconductors, electronics and wireless communication in automotive applications. He has worked with Telematics Wire, where he has been responsible for the identification and tracking of key connectivity trends including connected cars, autonomous driving, smart mobility and Internet of Things (IoT). His reporting on technology and connectivity in the automotive world is widely respected and cited. He holds a Bachelor's degree in Electronics & Communication Engineering.

Table of Contents

Acknowledgement

The connected car value proposition in 2016

Chapter 1: Know your consumer - how the digital dashboard drives decisions

  • 1.1. Consumer expectations from connected cars
  • 1.2. In-car digital services that influence purchase decisions
  • 1.3. Connectivity as automakers' brand differentiators
  • 1.4. Search for a commercially viable business model: Are OEMs really making money?

Chapter 2: Connected Cars Connecting Industries - innovation, disruption and collaboration

  • 2.1. Towards ‘open' ecosystem: From value chain to value network
  • 2.2. Role of telcos in connected cars: Got something beyond connectivity?
  • 2.3. Silicon manufacturers' share in connected car: Chips just got real!
  • 2.4. In-car apps: Taking lessons from smartphone ecosystem
  • 2.5. Battle for in-dash supremacy-OEMs vs. Apple-Google

Chapter 3: Connected services in developed vs. developing Economies

  • 3.1. Market overview of connected cars per geography - North America, Europe, India, China, Russia, Brazil, ANZ

Chapter 4: Connected cars meet the IoT

  • 4.1. Solving the “Built-in vs. Brought-In” conundrum
  • 4.2. The battle for OBD-II supremacy: Hotspot for start-ups
  • 4.3. Connected cars converges with smart watches
  • 4.4. Automotive players dive into “deep” learning: AI, machine learning and more!

Chapter 5: Regulatory landscape for Internet of Cars - is legislation the answer?

  • 5.1. The Pan-European eCall Mandate: No more delays please!
  • 5.2. The Russian ERA GLONASS
  • 5.3. The Brazilian CONTRAN 245 legislation on Stolen Vehicle Recovery

Chapter 6: Connected car market challenges - a bumpy road ahead

  • 6.1. Future-proofing connected cars: Redefining software recalls
  • 6.2. Connected car cybersecurity: Making an impenetrable car
  • 6.3. Search for an appropriate pricing model: Think beyond subscriptions
  • 6.4. Making sense of big data: Who owns it?
  • 6.5. The missing link in connected car value chain: Auto Dealerships

Chapter 7: Conclusive core statements

Chapter 8: Strategic recommendations

Chapter 9: Strategic company analysis

  • Airbiquity
  • AT&T
  • Audi
  • AUPEO
  • BMW
  • Bosch
  • Continental
  • Daimler
  • Delphi Automotive
  • Elektrobit Automotive
  • Fiat-Chrysler Automobiles (FCA)
  • Ford Motor Company
  • General Motors
  • Harman International
  • Hyundai
  • INRIX
  • Jaguar Land Rover
  • Jasper Wireless
  • Mojio
  • NVIDIA
  • NXP Semiconductors
  • Parrot Automotive
  • QNX Software Systems
  • SiriusXM
  • Tesla Motors
  • TomTom (Tom2)
  • Verizon Telematics
  • Visteon Corporation
  • Vodafone
  • Volkswagen

Appendix

  • 1. Table of recent announcements and trials
  • 2. Table of recent mergers and acquisitions
  • 3. List of contributors

Table of figures

  • Figure 1: Twitter response from a consumer
  • Figure 2: Consumer's willingness to switch OEMs (McKinsey & Company)
  • Figure 3: GM OnStar: From product to platform (GM)
  • Figure 4: Connected Car services before, during and after the journey (Daimler)
  • Figure 5: Competing the connected consumer (McKinsey & Company)
  • Figure 6: Connected Car market by 2022 (Machina Research)
  • Figure 7: Evolving business models in telematics (Ericsson)
  • Figure 8: Connected Car Open vs. Closed Ecosystem (Roland Berger)
  • Figure 9: Connected Car Stakholders (BC-FIPA Canada)
  • Figure 10: MNO's Connected Car revenue model (Park Associates)
  • Figure 11: Connected Car Team at AT&T's Drive Studio (AT&T)
  • Figure 12: Global forecast Embedded SIM (GSMA)
  • Figure 13: Automotive vs. Telecom Industry (Machina Research)
  • Figure 14: Semiconductor content in modern vehicles (PwC)
  • Figure 15: Broad R-Reach Automotive Grade Ethernet (Broadcom)
  • Figure 16: Ford's Developer Program
  • Figure 17: Apple CarPlay User Interface
  • Figure 18: Android Auto User Interface
  • Figure 19: MirrorLink User Interface
  • Figure 20: Forecast on automotive screen projection (IHS Automotive)
  • Figure 21: InkaNet User Interface (SAIC Motors)
  • Figure 22: Importance of Connected Car Services India vs. Mature Markets (Capgemini)
  • Figure 23: Mahindra & Mahindra joining Open Automotive Alliance
  • Figure 24: Built-In vs Brought-In telematics systems (GM)
  • Figure 25: OBD-II dongle (Automatic Labs)
  • Figure 26: Apple iWatch
  • Figure 27: Tesla iWatch App (Eleks Labs)
  • Figure 28: MINI Augmented Vision (BMW)
  • Figure 29: Auto companies need to develop software capabilities (BCG Analysis)
  • Figure 30: eCall Diagram (HeERO)
  • Figure 31: ERA GLONASS Diagram (GLONASS Union)
  • Figure 32: Brazilian CONTRAN 245 mandate implementation (DENATRAN)
  • Figure 33: Twitter response by consumer
  • Figure 34: Connected Car security vulnerabilities (SBD)
  • Figure 35: Connected Car services payment models (SEAT)
  • Figure 36: In-car Transactions (SAP)
  • Figure 37: Connected Car Data Infographic (FIA)
  • Figure 38: Connected Car Data Points (INRIX)
  • Figure 39: BMW “Genius Bars”
  • Figure 40: Remote hacking of Chrysler Jeep Cherokee
  • Figure 41: BlueLink Smartwatch App (Hyundai)
  • Figure 42: Tesla Model S “Ko-HAF” prototype vehicle (Bosch)
  • Figure 43: OTA Keys for Car Sharing (Continental Automotive)
  • Figure 44: Delphi's automated driving prototype Audi SQ
  • Figure 45: Tesla Model S Infotainment Systems
  • Figure 46: NXP-NTU Smart Mobility Test Bed (NXP Semiconductors)
  • Figure 47: Verizon Vehicle
  • Figure 48: RNB6 infotainment system (Parrot Automotive)
  • Figure 49: Choreo Connected Car Platform (Airbiquity)
  • Figure 50: Audi Virtual Cockpit (NVIDIA)
  • Figure 51: Mojio OBD-II dongle

Table of tables

  • Table 1: Connected Car Services .
  • Table 2: “Monetizing Points” for Automotive OEMs
  • Table 3: Connected Car Stakeholders
  • Table 4: Automotive App Development Strategies .
  • Table 5: Apple CarPlay vs. Android Auto
  • Table 6: OEMs and their connectivity type
  • Table 7: MirrorLink powered car models
  • Table 8: eCall deployment status
  • Table 9: ERA GLONASS implementation stages .
  • Table 10: Software Recalls performed by OEMs recently
  • Table 11: Connected Car security vulnerabilities
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