北美OEM OTA更新（FOTA/SOTA）策略的思考

本報告對北美 OTA 更新市場進行了研究分析，研究了增長驅動因素和製約因素，分析了汽車製造商的用例，並討論了增長機會。

內容

戰略要務

• 為什麼越來越難成長？
• 戰略要務 8 (TM)
• 三大戰略要務對汽車行業 OTA 更新的影響
• 增長機會推動增長 Pipeline Engine(TM)

增長機會分析

• 分析範圍
• 增長動力
• 抑制增長的因素

OTA更新介紹

• 汽車行業的 OTA 更新：方式和原因
• 主要參與者和 OTA 更新類型
• Frost & Sullivan 的 OTA 更新細分
• 汽車行業的 OTA 更新：時間表
• 影響按需功能採用的 OTA 更新趨勢
• 原始設備製造商召回帶有或不帶有 OTA 更新的車輛：案例研究
• OTA 更新：未來

影響 OTA 更新的隱私數據法規和標準：北美

影響 OTA 更新的隱私數據法規和標準：歐洲和中國

福特汽車公司 OTA 更新：按細分市場

• 福特汽車公司 OTA 更新：快照
• 福特汽車公司 OTA 更新：時間表
• 福特汽車公司的 OTA 更新比較：按細分市場
• 福特汽車公司的 OTA 更新普及率：按子細分市場

特斯拉 OTA 更新：按細分市場

• Tesla 的 OTA 更新：快照
• 特斯拉 OTA 更新：時間表
• Tesla 的 OTA 更新比較：按細分市場
• Tesla 的 OTA 更新普遍性：按細分
• 案例研究：Tesla 的 OTA 戰略示例
• 案例研究：特斯拉的 OTA 更新

GM OTA 更新：按細分

• GM 的 OTA 更新：快照
• GM 的 OTA 更新：時間表
• GM 的 OTA 更新比較：按細分
• 通用汽車 OTA 更新的受歡迎程度：按子細分市場
• 案例研究：GM Ultifi 平台

Stellantis (FCA) 的 OTA 更新：按細分市場

• Stellantis (FCA) 的 OTA 更新：快照
• Stellatis (FCA) OTA 更新：時間表
• Stellantis (FCA) OTA 更新比較：按細分
• Diffusion of Stellantis (FCA) OTA 更新：按子細分

Lucid Motors OTA 更新：按細分市場

• Lucid Motors OTA 更新：快照
• Lucid Motors OTA 更新：時間表
• Lucid Motors OTA 更新的受歡迎程度：按子細分市場

Rivian OTA 更新：按細分

• Rivian OTA 更新：快照
• Rivian OTA 更新：時間表
• Rivian OTA 更新比較：按細分
• Rivian OTA 更新的受歡迎程度：按細分

北美 OEM 的總體 OTA 更新流行度：按細分市場

• 細分市場/類別基準：按汽車製造商
• 北美 OEM：OTA 更新次數比較
• 北美 OEM：OTA 更新快照
• 比較北美的 OTA 更新和 OTA 更新數量：按細分
• 北美 OEM：OTA 更新概覽
• 電動汽車和非電動汽車：電動汽車原始設備製造商的比較分析

成長機會

• 增長機會 1：利用頻繁的 OTA 更新為具有車載功能和技術的原始設備製造商帶來新的收入機會
• 增長機會 2：持續更新軟件以提高車輛性能和可靠性
• 增長機會 3：自動駕駛汽車和電動汽車的增長將增加對 OTA 更新的需求

附錄

下一步

Innovative, Disruptive Technologies, Electrification, and Autonomous Technologies will Drive OTA Updates in the Automotive Industry

This Frost & Sullivan study offers insight into North American OEMs' over-the-air update (firmware-over-the-air [FOTA]/software-over-the-air [SOTA]) strategies. Frost & Sullivan segments OTA updates into 12 categories: Powertrain; Infotainment Services; Connected Services; Advanced Driver Assistance System/Autonomous Driving ADAS/AD; Chassis; Remote Services; Bug Fixes; User Manuals; Health, Wellness, and Well-being (HWW); Passive Safety; Active Safety; and Comfort/Convenience.

The study analyzes various OEMs headquartered in North America that have adopted OTA updates; it breaks down the number of OTA updates each company offers for each category. OEMs, including Tesla, Ford, GM, Rivian, and Lucid, are profiled for their OTA capabilities. A detailed sketch of the penetration of these services along with subsegment penetration for each OTA update type is also available for the respective OEMs.

The study also examines OTA update market growth drivers and restraints and analyzes a few use-cases for automakers, including Tesla and GM. 3 growth opportunities are discussed, and Frost & Sullivan offers recommendations to market participants to leverage them.

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 OTA Updates in the Automotive Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Scope of Analysis
• Growth Drivers
• Growth Restraints

Introduction to OTA Updates

• OTA Updates in the Automotive Industry: How and Why
• Key Participants and OTA Update Types
• Frost & Sullivan OTA Update Segmentation
• OTA Updates in the Automotive Industry: A Timeline
• OTA Update Trends Affecting On-demand Feature Adoption
• OEMs Recalling Vehicles with and without OTA Updates: A Case Study
• OTA Updates: The Future

Privacy Data Regulations and Standards Impacting OTA Updates: North America

• California Consumer Privacy Act (Automotive)
• The Virginia Consumer Data Protection Act
• Distribution of State-level Privacy Laws, the United States
• Colorado Privacy Act
• Virginia and West Virginia Release Laws Governing OTA Updates
• Categories of Regulations, Standards, and Policies by Region

Privacy Data Regulations and Standards Impacting OTA Updates: Europe and China

• UNECE Regulation on Software Updates (OTA) and Software Update Management Systems (SUMSs): R156
• Cybersecurity Regulations WP.29, Europe
• Cybersecurity Regulations, China
• Impact of Privacy Data Regulations on OTA Updates

Ford Motor Company OTA Updates by Segment

• Ford Motor Company OTA Updates: A Snapshot
• Ford Motor Company's OTA Updates: A Timeline
• Ford Motor Company OTA Update Comparison by Segments
• Ford Motor Company OTA Update Penetration by Subsegments*

Tesla OTA Updates by Segment

• Tesla OTA Updates: A Snapshot
• Tesla's OTA Updates: A Timeline
• Tesla OTA Update Comparison by Segments
• Tesla OTA Update Penetration by Subsegments*
• Case Study: Tesla OTA Strategy Examples
• Case Study: Tesla OTA Updates

GM OTA Updates by Segment

• GM OTA Updates: A Snapshot
• GM's OTA Updates: A Timeline
• GM OTA Update Comparison by Segments
• GM OTA Update Penetration by Subsegments*
• Case Study: The GM Ultifi Platform

Stellantis (FCA) OTA Updates by Segment

• Stellantis (FCA) OTA Updates: A Snapshot
• Stellantis (FCA)'s OTA Updates: A Timeline
• Stellantis (FCA) OTA Update Comparison by Segments
• Stellantis (FCA) OTA Update Penetration by Subsegments*

Lucid Motors OTA Updates by Segment

• Lucid Motors OTA Updates: A Snapshot
• Lucid Motors' OTA Updates: A Timeline
• Lucid Motors OTA Update Penetration by Subsegments*

Rivian OTA Updates by Segment

• Rivian OTA Updates: A Snapshot
• Rivian's OTA Updates: A Timeline
• Rivian OTA Update Comparison by Segments
• Rivian OTA Update Penetration by Subsegments*

Overall OTA Update Penetration by Segments in NA OEMs

• Segment/Category Benchmarking by Automakers
• North American OEMs: Comparison by Number of OTA Updates
• North American OEMs: OTA Update Snapshot
• North American OTA Updates: Comparison by Number of OTA Updates by Segments
• North American OEMs: OTA Update Summary
• EVs versus Non EVs: A Comparative Analysis of EV OEMs

Growth Opportunity Universe

• Growth Opportunity 1: New Revenue Opportunities for OEMs from In-cabin Features and Technology with Frequent OTA Updates
• Growth Opportunity 2: Continuous Software Updates for Improved Vehicle Performance and Reliability
• Growth Opportunity 3: Growth of Autonomous Vehicles and EVs to Boost Demand for OTA Updates

Appendix

• Subsegments: Powertrain
• Subsegments: Infotainment
• Subsegments: Connected Services
• Subsegments: Chassis
• Subsegments: ADAS/AD
• Subsegments: Comfort/Convenience

Next Steps

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