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市場調查報告書

汽車OEM的DX(數字轉型)策略分析(2020-2021)

OEMs' Digital Transformation Strategy Research Report, 2020-2021

出版商 ResearchInChina 商品編碼 991281
出版日期 內容資訊 英文 220 Pages
商品交期: 最快1-2個工作天內
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汽車OEM的DX(數字轉型)策略分析(2020-2021) OEMs' Digital Transformation Strategy Research Report, 2020-2021
出版日期: 2021年02月19日內容資訊: 英文 220 Pages
簡介

汽車工業中的DX(數字轉換)意味著公司正在諸如研發(R&D),生產,產品和業務管理以及數字技術(大數據,雲計算,人工等領域)中促進數字化。情報等))以最大限度地利用),以促進業務模型和組織結構的變化。

具體來說,汽車製造商正在從以下五個主要方面開發DX。

  • 首先,我們將建立軟件部門和研發部門,並通過自我建立和合作來組建軟件團隊。
  • 其次,我們有一個內部數字中心來協調整個團隊的DX策略並促進整體數字策略的實施。
  • 第三,我們將與其他汽車製造商合作以降低成本並提高競爭力。
  • 第四,我們將通過與大型IT公司(百度,阿里巴巴,騰訊,華為等)的合作來推廣DX。
  • 第五,創建一個以用戶為中心的在線/離線數字營銷模型。

另一方面,儘管在DX方面做出了巨大努力,但許多汽車製造商仍面臨以下挑戰。

  • 缺乏變革能力,關於變革模式的爭論,一些部門對變革的抵制
  • 數字營銷在吸引在線客戶方面的能力較低,而離線進行的高價值投資所產生的利潤卻低於預期。
  • 由於傳統的業務關係,對DX的投資不足
  • 缺乏軟件團隊和用戶體驗

本報告分析了全球和中國汽車製造商DX(數字化轉型)的進展和問題,並分析了汽車行業以及國內外製造商和新興製造商DX的理想狀態和具體內容。將為您提供有關DX的發展狀況,DX在整個行業中的晉陞狀況以及需要解決的問題的信息。

目錄

第1章汽車製造商中DX的現狀

  • DX(數字轉換)
  • 數字技術的發展與商業模式的演變
  • DX動機
  • DX機會
  • DX能力
  • 汽車製造商的DX與汽車中 "CASE" 之間的關係
  • DX模型
    • 生產數字化
    • 產品數字化
    • 營銷數字化
    • 服務數字化
    • 企業管理的數字化

第2章外資汽車製造商的DX

  • Toyota
  • Volkswagen
  • BMW
  • Mercedes-Benz
  • Honda
  • GM
  • Ford
  • PSA
  • Hyundai
  • Nissan

第3章國內汽車製造商的DX

  • SAIC
  • FAW
  • BAIC
  • Changan Automobile
  • Geely
  • BYD
  • GAC
  • Great Wall Motor

第4章新興汽車製造商的DX

  • Tesla
  • NIO
  • Leading Ideal

第5章汽車製造商DX的趨勢

  • DX在傳統汽車製造商中的發展狀況
  • 部署DX時傳統汽車製造商面臨的障礙
  • 汽車製造商DX的要點
目錄

Research on digital transformation of automakers: Tesla is still the best reference

Digital transformation means that enterprises make full use of digital technologies (such as big data, cloud computing, artificial intelligence, etc.) in R&D, production, marketing and services to promote the transformation of business models, organizational structures, etc., so that concepts like intelligent manufacturing are derived.

Digital transformation in the automotive industry includes R&D and production digitalization, marketing service digitalization, product digitalization, and management digitalization.

In essence, digitization actually maps and orderly manages the real world (such as cars, roads, car owners, etc.) in the virtual world. The real world is transformed into various information systems through data collection from automobile production, R&D, marketing, services and management. Via the integration of information and data, big data and artificial intelligence technology which optimizes the processing of the virtual world, the process and management of the real world are optimized as well.

During the "Industry 3.0" era (automation and information age, approximately from 1980 to 2010), production information systems, R&D information systems, sales information systems, user and service information systems, etc. were formed, but these information systems were basically isolated then. Due to the low frequency of information collection, a lot of information still lagged.

With the substantial improvement in chip computing power and storage capacity, the automotive industry has entered the era of Industry 4.0 (intelligence) which will connect information systems in all business links. At the same time, the frequency and precision of information collection will be greatly improved, and some fields may even see digital twin (that is, the virtual world by digital mapping is highly consistent with the real world).

Tesla achieves the highest degree of intelligence among all automakers, and has basically connected the information systems and data of all business links. Tesla not only conducts self-research on electrification, connectivity and intelligence of cars, but also tries its best to develop software systems in the entire life cycle of cars.

Software-driven is the source of Tesla's subversion of the entire automotive industry. Its self-developed software system named Warp supports its direct sales business in the United States and adapts to growth in China and other markets around the world. Warp is a combination of e-commerce and back-end management software and completely customized to support Tesla's counter-approach to selling and servicing cars. The automaker uses its Warp-powered e-commerce website and its own showrooms, not dealerships, to sell cars. Warp also handles all the back office functions for Tesla such as order processing, supply chain management, manufacturing workflow management, financial accounting and lead management.

China's emerging automaker NIO adopts a sales model similar to Tesla's. No matter online or offline, NIO prefers self-operation and self-establishment. It basically relies on online channels to sell products, while displays the brand and offers user experience services offline. NIO's experiential digital marketing is widely praised. In terms of experience marketing, NIO starts from eight aspects: content experience, social experience, lifestyle experience, car purchase experience, driving experience, service experience, energy supplement experience, and battery swap experience.

Take the social experience as an example: users can set up groups in the NIO App. In other words, once a user becomes a car owner, a dedicated car owner service group of 13 people will be formed. In the service group, there are sales partners, service specialists, power-on specialists, as well as various technical specialists and city general managers. When users have any problems in the process of using cars, they can inquire in the group, and someone will respond to and solve problems immediately.

The traditional automakers BMW and Mercedes-Benz have developed APPs which pay attention to functions and require registration. They only provide services for existing car owners, so they are unattractive to potential car owners. The limited traffic cannot support sales volume conversion.

As the emerging automakers represented by Tesla have been digitally operated from the beginning, they are sought after by consumers and recognized by the market. The emergence of new forces has posed tremendous pressure on traditional automakers who thus have formulated digital strategies one after another to boost digital transformation.

At present, automakers mainly deploy digital transformation in five aspects:

  • First, they establish software companies or R&D divisions as well as build software teams through self-construction or cooperation.
  • Second, automakers set up digital centers internally to coordinate the digital transformation of the entire groups and promote the implementation of overall digital strategy.
  • Third, automakers can reduce costs and improve competitiveness by allying with other automakers.
  • Fourth, automakers prompt digital transformation through cooperation with technology companies (such as Baidu, Alibaba, Tencent, Huawei, etc.).
  • Fifth, automakers create an online & offline user-centric digital marketing model.

GM's 4S stores have evolved into a "7S modular dealer service system" consisting of New Car Sale, After-Sales Services, Spare Parts, Information Survey, Pre-owned Car Services, Sharing and Financial Support.

Xpeng's "2S+2S" marketing model disassembles "4S" into two parts: online (marketing and parts available on Tmall) and offline (after-sales services and information feedback). Through the dual-channel linkage of "the Tmall flagship store + offline stores", Xpeng connects both online and offline fields, which not only greatly reduces costs, but also brings consumers with new experience.

This report analyzes 21 OEMs' strategies and specific measures for transformation. Conventional automakers like Toyota and Changan Automobile have made successes in digital transformation as well, in addition to emerging carmakers.

Toyota Digital Transformation focuses on five aspects: first, adjusting organizational structure, with high priority on restructuring of TRI-AD, Toyota's advanced software company and segmenting its business into "R&D of Automated Driving Technologies", "Incubation of Innovative Projects" and "Investment in Emerging Areas"; second, launching the Mobility Services Platform (MSPF) for an upgrade to the next-generation mobility services; third, building a cloud service platform for better business and operation models; fourth, creating Toyota New Global Architecture (TNGA) to reform R&D and production links; fifth, developing digital products, with deployments in autonomous driving, HD map, chip, HMI, etc.

Changan Automobile takes software as its corporate strategy, setting up a software center to enhance its digital transformation. For R&D and production, the automaker builds a R&D cloud platform for advancing construction of smart cities; for marketing, it creates an integrated marketing cloud platform and self-establishes an ecommerce platform; for product digitization, it makes deployments in areas from cloud platform and intelligence to telematics by way of independent construction and cooperation.

Despite great efforts on digital transformation, quite a few automakers still face some challenges, such as:

  • Underpowered transformation, disputed transformation model, and some departments' reluctance to transform;
  • Poor ability to attract customers online in digital marketing, and lower-than-expected return on offline high investment;
  • Under-investment in digital transformation, which blames for conventional businesses;
  • Lack of software teams and user operation experience.

Table of Contents

1 Status Quo of Automakers in Digital Transformation

  • 1.1 Digital Transformation
  • 1.2 Development of Digital Technology and Evolution of Business Model
  • 1.3 Motivations for Digital Transformation
  • 1.4 Opportunities in Digital Transformation
  • 1.5 Competences in Digital Transformation
  • 1.6 Relationship between Automakers' Digital Transformation and "CASE" in Automotive
  • 1.7 Digital Transformation Models
    • 1.7.1 Production Digitalization
    • 1.7.2 Product Digitization
    • 1.7.3 Marketing Digitization
    • 1.7.4 Service Digitization
    • 1.7.5 Management Digitization

2 Digital Transformation of Foreign Automakers

  • 2.1 Toyota
    • 2.1.1 Digital Transformation Layout
    • 2.1.2 Organizational Structure Adjustment
    • 2.1.3 Transformation into a Mobility Service Provider
    • 2.1.3 Mobility Service Transformation Partners
    • 2.1.4 Cloud Service Deployment
    • 2.1.5 Toyota New Global Architecture (TNGA)
    • 2.1.6 Automated Driving Solutions
    • 2.1.6 Intelligent Connectivity Partners
  • 2.2 Volkswagen
    • 2.2.1 Digital Transformation Layout
    • 2.2.2 E-Lane Intelligent Management Production Logistics System
    • 2.2.2 Industrial Cloud
    • 2.2.3 Organizational Structure Adjustment-Transformation into a Software-driven Company
    • 2.2.4 Electrification Strategy
    • 2.2.5 Intelligent Connectivity Products
    • 2.2.5 Intelligent Connectivity Partners
    • 2.2.6 Cloud Services
    • 2.2.7 Marketing Digitization
  • 2.3 BMW
    • 2.3.1 Digital Transformation Layout
    • 2.3.2 Organizational Structure Adjustment
    • 2.3.3 Digital Marketing
    • 2.3.4 Automated Driving Architecture
    • 2.3.4 Product Digitalization
    • 2.3.5 Production Digitalization
    • 2.3.5 Automotive Architecture and Platform
  • 2.4 Mercedes-Benz
    • 2.4.1 Digital Transformation Layout
    • 2.4.2 Organizational Structure Adjustment
    • 2.4.3 Digital Marketing
    • 2.4.4 Intelligent Connectivity Products
    • 2.4.4 Automated Driving Partners
    • 2.4.5 Production Digitalization
  • 2.5 Honda
    • 2.5.1 Digital Transformation Layout
    • 2.5.2 Organizational Structure Adjustment
    • 2.5.3 Digital Marketing
    • 2.5.4 Intelligent Connectivity Products
    • 2.5.4 Main Intelligent Connectivity Partners
  • 2.6 GM
    • 2.6.1 Digital Transformation Layout
    • 2.6.2 Product Digitalization
    • 2.6.3 R&D Production Platform
    • 2.6.4 Marketing and Service Digitalization
  • 2.7 Ford
    • 2.7.1 Digital Transformation Layout
    • 2.7.2 Product Digitalization
    • 2.7.2 Intelligent Connectivity Partners
    • 2.7.3 Digital Marketing
  • 2.8 PSA
    • 2.8.1 Digital Transformation Layout
    • 2.8.2 Digital Transformation Strategy
    • 2.8.3 Organizational Structure Adjustment
    • 2.8.4 Production Digitalization
    • 2.8.5 Product Digitalization
  • 2.9 Hyundai
    • 2.9.1 Digital Transformation Layout
    • 2.9.2 Development Strategy
    • 2.9.3 Digital Management
    • 2.9.4 R&D Production Platform
    • 2.9.5 Product Digitalization
  • 2.10 Nissan
    • 2.10.1 Digital Transformation Layout
    • 2.10.2 Management Digitization
    • 2.10.3 Marketing Digitalization
    • 2.10.4 R&D Digitalization Platform
    • 2.10.5 Product Digitization

3 Digital Transformation of Chinese Automakers

  • 3.1 SAIC
    • 3.1.1 Digital Transformation Layout
    • 3.1.2 Management Digitalization
    • 3.1.3 Organizational Structure Adjustment
    • 3.1.3 Cloud Platform Construction
    • 3.1.4 O2O E-commerce Platform
    • 3.1.5 Product Digitalization
    • 3.1.6 BEV Platform
  • 3.2 FAW
    • 3.2.1 Digital Transformation Layout
    • 3.2.2 Digital Transformation Strategy
    • 3.2.3 Digital Factory
    • 3.2.3 FAW Modular Architecture (FMA)
    • 3.2.4 Product Digitalization
    • 3.2.4 Intelligent Connectivity Partners
  • 3.3 BAIC
    • 3.3.1 Digital Transformation Layout
    • 3.3.2 Digital Transformation Strategy
    • 3.3.3 Production Digitalization
    • 3.3.4 Digital Marketing Platform
    • 3.3.5 Five-Year Action Plan for Intelligent Connected Vehicles
    • 3.3.6 Intelligent Connectivity Partners
  • 3.4 Changan Automobile
    • 3.4.1 Digital Transformation Layout
    • 3.4.2 Digital Transformation Measures Tilt toward Software
    • 3.4.3 Build a R&D Cloud Platform
    • 3.4.3 Promote Construction of Smart Factories
    • 3.4.4 Marketing Digitalization
    • 3.4.5 Build a Big Data Cloud Platform
    • 3.4.5 Build a Telematics Cloud Platform
    • 3.4.5 Product Digitalization
    • 3.4.5 Intelligent Connectivity Partners
  • 3.5 Geely
    • 3.5.1 Digital Transformation Layout
    • 3.5.2 Three Stages of Information Construction
    • 3.5.2 Digital Strategy
    • 3.5.3 Digital Factory
    • 3.5.3 Modular Architecture
    • 3.5.3 Compact Modular Architecture (CMA)
    • 3.5.3 Sustainable Experience Architecture (SEA)
    • 3.5.4 New Connected Marketing Service Platform
    • 3.5.5 Intelligent Connectivity R&D Center
    • 3.5.5 Intelligent Connectivity Products
    • 3.5.5 Big Data Platform
    • 3.5.5 Intelligent Connectivity Partners
  • 3.6 BYD
    • 3.6.1 Digital Transformation Layout
    • 3.6.2 Digital Factory
    • 3.6.2 e-Platform
    • 3.6.3 Digital Marketing
    • 3.6.4 D++ Open Platform
    • 3.6.4 Product Digitalization
  • 3.7 GAC
    • 3.7.1 Digital Transformation Layout
    • 3.7.2 Digital Transformation Strategy
    • 3.7.3 Digital Management
    • 3.7.4 Digital Marketing
    • 3.7.5 R&D Production Platform
    • 3.7.5 Digital Factory
    • 3.7.6 Product Digitization
  • 3.8 Great Wall Motor
    • 3.8.1 Digital Transformation Layout
    • 3.8.2 Build a Digital Center
    • 3.8.3 Chongqing Smart Factory
    • 3.8.3 Xushui Smart Factory
    • 3.8.4 GreatWall Totally Online (GTO) Intelligent Ecosystem
    • 3.8.4 "331 Strategy"

4 Digital Transformation of Emerging Automakers

  • 4.1 Tesla
    • 4.1.1 Competitive Edges
    • 4.1.2 Growth Model & Business Model
    • 4.1.2 Autopilot Team
    • 4.1.3 Software Business
    • 4.1.4 Autopilot OTA Updates
    • 4.1.5 Gigafactory
    • 4.1.6 Direct Sales Model Lowers Much Cost
  • 4.2 NIO
    • 4.2.1 Competitive Edges
    • 4.2.2 R&D Center
    • 4.2.3 Financing and Equity Structure
    • 4.2.4 Marketing-Full Self-operation Model
    • 4.2.5 Experiential Marketing
    • 4.2.6 Investment Status
  • 4.3 Leading Ideal
    • 4.3.1 Competitive Edges
    • 4.3.2 Core Management Team
    • 4.3.3 Financing and Equity Structure
    • 4.3.4 Intelligent Manufacturing Base
    • 4.3.5 Fully Direct Sales Model

5 Trends of Digital Transformation of Automakers

  • 5.1 Digital Transformation Layout of Conventional Automakers
    • 5.1.1 Build Software Teams
    • 5.1.2 Build Digital Centers
    • 5.1.3 Automaker Alliances Cooperate to Get through Difficulties Together
    • 5.1.4 Join Hands with Technology Companies to Promote Digital Transformation
    • 5.1.5 Modularize Production Architecture
    • 5.1.6 User-centric O2O Marketing Model
  • 5.2 Obstacles Encountered by Conventional Automakers in Digital Transformation
    • 5.2.1 Problems in Digital Transformation of Automakers
    • 5.2.2 Automakers Have a Setback in Cooperation
    • 5.2.3 Problems in Marketing Digitalization
    • 5.2.4 Other Problems in Transformation of Conventional Automakers
  • 5.3 Key Points of Digital Transformation of Automakers
    • 5.3.1 Point 1
    • 5.3.2 Point 2
    • 5.3.3 Point 3
    • 5.3.4 Point 4