汽車行業非傳統進入者戰略分析

汽車行業正在進入轉型期，其未來越來越取決於 CASE 技術，市場多元化為價值鏈上的新進入者創造了機會。 從汽車到機動性的思維轉變無疑迫使傳統汽車製造商在許多方面與新進入者競爭。 這些進入者的最終目標是探索各種商業模式並在這個具有經濟吸引力的細分市場中擴張，同時在汽車價值鏈中獲得關鍵地位。

本報告探討了汽車行業的非傳統進入者，提供了市場概覽，包括戰略要務、新進入者概況和增長機會。

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內容

戰略要務

• 為什麼增長越來越難？
• 戰略要務
• 三大戰略要務對汽車行業非傳統進入者的影響
• 增長機會加速增長管道引擎

增長機會分析

• 分析範圍
• 本研究回答的問題
• 增長動力
• 抑制增長的因素

非傳統市場進入者概覽

• 推動非傳統進入者進入汽車行業的趨勢
• 非傳統進入者：概覽
• 競爭對手基準測試：共享出行
• 競爭對手基準：電子
• 競爭對手基準測試：電子商務
• 競爭對手基準：技術

公司簡介：索尼集團

公司簡介：百度

公司簡介：富士康

公司簡介：阿裡巴巴集團

公司簡介：Ola

公司簡介：小米

潛在進入者：蘋果和華為

主要發現、結論和未來展望

• 基準市場進入策略
• 對標車輛發展戰略
• 商業模式：電動汽車開發
• 非傳統 OEM 的能力分析
• 總結

增長機會領域

• 增長機會 1：專注於開發服務生態系統
• 增長機會 2：通過合作夥伴關係和知識共享生存
• 增長機會 3：業務多元化和新業務模式

下一步

Emerging Competitors Identify Future Growth Potential by Establishing Themselves as End-to-end Electric Vehicle Solution Providers through an Ecosystem-based Approach

The automotive industry is undergoing a transformation as CASE technologies increasingly influence its future and diverging markets open opportunities for new players along the value chain. A shift in mindset from automotive to mobility is certainly forcing traditional car manufacturers to compete with new entrants on multiple fronts. Mobility providers (e.g., Ola), tech giants (e.g., Baidu, Apple), eCommerce giants (e.g., Amazon, Alibaba), and many others are entering the automotive market, making it complex, competitive, and fragmented. The end goal of these players is to gain a significant position in the automotive value chain while exploring various business models and expanding in this economically attractive segment.

Research Highlights:

This study provides the following:

• Strategic overview of nontraditional players entering the automotive industry, analysis of their car-building capabilities, and exploration of their diversification strategies, focusing on corporate, CASE, manufacturing, and sales

• Overview of nontraditional players' product portfolios, growth strategies, product planning, platform development, and positioning

• Go-to-market strategies for nontraditional players with analysis of their initiatives and partnerships in the automotive industry

• Exploration of synergies among nontraditional players and their vision in the overall automotive industry and mobility ecosystem

• Discussion of drivers and restraints for these companies in the automotive industry

• Analysis of nontraditional players' business models

Key Issues Addressed:

• Who are the nontraditional players entering the electric vehicle (EV) space? Why are they entering the automotive market?

• What are their capabilities, and how are they placed in the EV market?

• What are nontraditional players' strengths and opportunities in the automotive market?

• What are these companies' business models and go-to-market strategies?

• What is the long-term vision for these nontraditional companies in the automotive market?

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on Nontraditional Players in the Automotive Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• Questions this Study will Answer
• Growth Drivers
• Growth Restraints

Overview of Non-traditional Market Entrants

• Trends Driving Nontraditional Players into the Automotive Industry
• Nontraditional Players: Overview
• Competitor Benchmarking: Shared Mobility
• Competitor Benchmarking: Electronics
• Competitor Benchmarking: eCommerce
• Competitor Benchmarking: Technology

Company Profile: Sony Group

• Sony Group: Overview
• Core Capabilities and Existing Business Segments
• Existing Products Catering to Automotive
• Business Segments and Probable Automotive Products
• Business Segments and Probable Automotive Products (continued)
• Activities Related to Vehicle Development
• Sony's Mobility Playbook
• Sony Mobility Inc: Mobile to Mobility
• Sony Vision-S: The eMobility Platform
• Capability Analysis: Blueprint to Build a Car
• Go-to-market Strategy
• Takeaways

Company Profile: Baidu

• Baidu: Overview
• Core Capabilities and Existing Business Segments
• Existing Products Catering to Automotive
• Business Segments and Probable Automotive Products
• Baidu: Apollo's Autonomous Driving Tech Supplier
• Apollo Go: Baidu's Autonomous Mobility Service
• Apollo Ace: Baidu Services and Products to Power the Intelligent Transportation Ecosystem
• Baidu's Mobility Playbook
• Activities Related to Vehicle Development
• Jidu Automotive: Baidu's EV Brand
• Capability Analysis: Blueprint to Build a Car
• Go-to-market Strategy
• Takeaways

Company Profile: Foxconn

• Foxconn: Overview
• Core Capabilities and Existing Business Segments
• Business Segments and Probable Automotive Products
• Mobility Initiatives and Possible Mobility Entry Points
• Activities Related to Vehicle Development
• Announced Partnerships and Products in Mobility
• Foxconn's Mobility Playbook
• Foxtron: Foxconn's EV Venture
• Capability Analysis: Blueprint to Build a Car
• Go-to-market Strategy
• Takeaways

Company Profile: Alibaba Group

• Alibaba Group: Overview
• Core Capabilities and Business Segments
• Existing Solutions and Probable Automotive Products
• Alibaba Cloud Service for Automotive
• Existing Products Catering Automotive
• Banma Technology for Connected Vehicle Ecosystems
• Activities Related to Vehicle Development
• Alibaba's Mobility Playbook
• IM Motors (Zhiji Motors): Alibaba's EV Brand
• Capability Analysis: Blueprint to Build a Car
• Go-to-market Strategy
• Takeaways

Company Profile: Ola

• Ola: Overview
• Core Capabilities and Business Segments
• Business Segments and Probable Automotive Products
• Activities Related to Vehicle Development
• Ola Electric: e2Ws
• Ola Electric: Passenger Vehicle
• Ola Electric: EV Battery Initiatives
• Capability Analysis: Blueprint to Build a Car
• Go-to-market Strategy
• Takeaways

Company Profile: Xiaomi

• Xiaomi: Overview
• Core Capabilities and Business Segments
• Business Segments and Probable Automotive Products
• Xiaomi: Activities Related to Vehicle Development
• Xiaomi Auto
• Capability Analysis: Blueprint to Build a Car
• Go-to-market Strategy
• Takeaways

Possible Entrants: Apple and Huawei

• Apple: The Rumored Automotive Journey
• Apple: Granted Automotive-related Patents
• Apple's Automotive Team and Recent Developments
• Apple Automotive-related Developments
• Apple in Automotive: Frost & Sullivan Perspective
• Huawei: Activities Related to Automotive
• Huawei: Automotive Solutions and Services
• Huawei In Automotive: Principal Findings

Key Findings, Conclusions, and Future Outlook

• Benchmarking Market Entry Strategies
• Benchmarking Vehicle Development Strategies
• Business Model: EV Development
• Business Model: EV Development (continued)
• Capability Analysis of Nontraditional OEMs
• Takeaways

Growth Opportunity Universe

• Growth Opportunity 1: Focus on Developing an Ecosystem of Services
• Growth Opportunity 1: Focus on Developing an Ecosystem of Services (continued)
• Growth Opportunity 2: Surviving through Partnerships and Knowledge Sharing
• Growth Opportunity 2: Surviving through Partnerships and Knowledge Sharing (continued)
• Growth Opportunity 3: Business Diversification and New Business Models
• Growth Opportunity 3: Business Diversification and New Business Models (continued)

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
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