Volvo Cars：戦略的プロファイル

Volvo Carsは製品ポートフォリオにBEVモデルを毎年追加し、小売販売におけるEVシェアを50%超へと変革的に成長させるなど、2025年にはEV企業になる見通しです。

当レポートでは、Volvo Carsの戦略的プロファイルを調査し、企業概要、成長戦略、技術ロードマップ、事業戦略、製品・技術・サブブランドのプロファイル、シェアードモビリティへの投資計画などをまとめています。

目次

成長機会分析

• Volvo Carsの戦略的プロファイリング
• 成長促進要因
• 成長抑制要因

成長環境

• 成長環境：Volvoの戦略的必須要件
• 成長環境：Volvo 2025 Ambition
• 成長環境：サーキュラーエコノミーの目標
• 成長環境：ピュアEV企業への転換
• 成長サマリー：Volvo Carsブランドの概要

戦略的必須要件

• 成長がますます困難になる理由
• Strategic Imperative 8（TM）
• 上位3つの戦略的必須要件の市場への影響
• Growth Pipeline Engine（TM）を推進する成長機会

ブランドの展望

• Geely Holding Group：ブランド管理
• Volvo Cars：歴史
• Volvo の世界におけるフットプリント
• 概要：Volvo Cars
• Volvo Carsの主な統計
• Volvo Carsの販売実績
• Volvo Carsのモデルラインナップ：SUV、ワゴン、セダン
• Volvoの製品戦略
• Volvo Cars：モデル別販売実績
• Volvo Cars：EV販売実績
• Volvo Cars：R&Dの純収益に対する割合
• Volvoの将来の製品戦略：コンセプトリチャージ

変革戦略

• Volvo Cars：CASE戦略とビジョン
• CASE技術開発パートナーシップ：Volvo Cars
• Volvo Cars：変革の柱
• Lynk &Co：新世代の購入者向けに作られたEVサブブランド
• 統合型オフラインエクスペリエンスを備えたVolvoのオンライン販売およびサブスクリプション
• 統合型オフラインエクスペリエンスを備えたPolestarのオンライン販売とサブスクリプション
• Volvo Cars下でのスケーラブルなマルチエネルギープラットフォーム
• デザイン共通化のためのSPA社内プラットフォーム
• Volvoの大型モデルを支えるSPA2
• CMA：中型ユニボディプラットフォーム
• 新世代のインフォテインメントとコネクティビティ
• VolvoとPolestarに電力を供給するGoogleベースのインフォテインメントシステム
• 接続用デジタルサービスパッケージ
• インテリジェントドライバーアシスタンスのためのIntellisafe
• 高度でスマートな接続のためのコネクテッドスイート
• 電化ロードマップ
• 提携による電池調達
• 電池製造のギガファクトリー
• VolvoとGeely：コラボレーションを深め、EV開発を推進
• Polestar：エレクトリックパフォーマンスVolvo
• 自動運転を可能にするZenseact Advanced Driving Software
• 提携によるHAD機能の導入
• Volvo Carsモビリティ「M」

パワートレイン戦略と競合情勢

• Volvoパワートレインの仕様
• Volvoのパワートレイン戦略
• Volvo：ラグジュアリーSUV部門の競合比較

製造戦略

• Volvo Carsの製造・組立
• 欧州におけるVolvo Carsの製造戦略
• アジア太平洋におけるVolvo Cars製造戦略
• 南北アメリカにおけるVolvo Carsの製造戦略

JVと技術投資

• GeelyにおけるCEVTの役割
• Volvo Carsテックファンド
• ケーススタディ1：FreeWire Technologies
• ケーススタディ2：Luminar
• ケーススタディ3：Forciot
• ケーススタディ4：Exmet
• ケーススタディ5：Zum
• ケーススタディ6：Varjo
• ケーススタディ7：UVEye
• ケーススタディ8：MDGo
• ケーススタディ9：Zum

成長機会の領域

• 成長機会1：EV事業による市場成長に注力
• 成長機会2：ダイレクトコンシューマーフロンティアにおける新しいビジネスモデルの探索
• 成長機会3：協力による新たな市場機会の検討

次のステップ

付録

By 2025, Volvo Cars will be an EV Firm with BEV Models Added Annually to the Product Portfolio and Transformational Growth of EV Share to More than 50% of Retail Sales

This research service focuses on the strategic profile of Volvo Cars and delivers insights into its operations and activities in the global market, including China, Europe, and North America. With EVs gaining popularity and the industry digitizing, Volvo is actively electrifying its product lineup and introducing new-gen software systems for a software-defined car. The company is accelerating its growth in the mobility segment by launching connected, autonomous, shared, electric (CASE) technologies, and introducing Polestar, an electric performance brand, strengthening its position in the luxury vehicle segment. Volvo's agile corporate structure and autonomy within its parent organization, the Geely Holding Group, have facilitated external collaborations with automotive, electronics, and technology companies. The company formed alliances and JVs with leading technology firms, such as Luminar, Google, and Waymo, to develop electric vehicles (EVs), autonomous vehicles (AVs), and software-powered cars, catering to the CASE trends. These partnerships have stoked multiple advancements, such as autonomous drive and electrification, and enabled it to bring products quicker to market than its competitors.

The study aims to provide an overview of Volvo Cars, its products and services, its role in the automotive industry, and analyze the strategies adopted for vehicle and technology manufacturing. This report covers Volvo Cars' corporate structure, growth strategy, technology roadmap, business strategies, product, technology, and sub-brand profiles, and investment plans in shared mobility. Frost & Sullivan examined the company's innovation and investment portfolios, which will shape the future of Volvo Cars in the mobility sector.

This profile aims to provide a strategic overview of Volvo Cars, identifying and understanding the factors contributing to the organization's success. In addition, this research service seeks to:

• Deep dive into the critical operational strategies of Volvo Cars with a focus on the corporate structure, corporate strategy, CASE strategies, manufacturing strategies, and sales performance.

• Provide an overview of Volvo's product portfolio, including product planning, platform development, and positioning.

• Discuss the role of Volvo in shared mobility, autonomous driving, connectivity, and robotaxi operations.

• Explore the brand's retail strategy and understand the company's vision in the overall automotive industry and mobility ecosystem.

From an automotive and transportation standpoint, this study provides an executive outlook of Volvo Cars in the automotive industry.

This study discusses Volvo's market position, adopted strategies, and plans.

Key Issues Addressed:

• How is Volvo Cars transforming into an electric car company?

• What are the strengths and challenges for the company in the automotive industry?

• What is it doing in terms of product and platform development?

• What retail strategies did the company adopt, and how is it developing its direct-to-consumer business?

• What are its CASE-related strategy investments?

Table of Contents

Growth Opportunity Analysis

• Strategic Profiling of Volvo Cars
• Growth Drivers
• Growth Restraints

Growth Environment

• Growth Environment: Volvo Strategic Imperative
• Growth Environment: Volvo 2025 Ambition
• Growth Environment: Circular Economy Goal
• Growth Environment: Transitioning into a Pure EV Company
• Growth Summary: Volvo Cars Brand Overview

Strategic Imperatives

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

Brand Outlook

• Geely Holding Group: Brand Management
• Volvo Cars: History
• Volvo Global Footprint
• Overview: Volvo Cars
• Volvo Cars Key Statistics, 2021
• Volvo Cars Sales Performance
• Volvo Cars Model Lineup: SUV, Wagon, and Sedan
• Volvo Product Strategy
• Volvo Cars: Sales Performance by Model
• Volvo Cars: EV Sales Performance
• Volvo Cars: R&D as Percent of Net Revenue
• Volvo Future Product Strategy: Concept Recharge

Transformational Strategies

• Volvo Cars: CASE Strategy and Vision, 2020-2025
• CASE Technology Development Partnerships: Volvo Cars
• Volvo Cars: Pillars for Transformation
• Volvo Cars: Pillars for Transformation (continued)
• Lynk & Co: EV Sub-brand Made for New-gen Buyers
• Volvo Online Sales and Subscriptions, with Integrated Offline Experiences
• Polestar Online Sales and Subscriptions, With Integrated Offline Experiences
• Scalable, Multi-energy Platforms Under Volvo Cars
• SPA In-house Platform for Design Commonality
• SPA2 to Underpin Volvo's Larger Models
• CMA: A Mid-sized Unibody Platform
• New-gen Infotainment and Connectivity
• Google-based Infotainment System to Power Volvo & Polestar
• Digital Services Package for Connectivity
• Intellisafe for Intelligent Driver Assistance
• Connected Suite for Advanced and Smart Connectivity
• The Electrification Roadmap
• Battery Sourcing through Partnerships
• Gigafactory for Battery Manufacturing
• Volvo & Geely Deepen Collaboration to Drive EV Development
• Polestar, the Electric Performance Volvo
• Zenseact Advanced Driving Software to Enable Autonomous Driving
• Deploying HAD Capability Through Partnerships
• Deploying HAD Capability Through Partnerships (continued)
• Volvo Cars Mobility 'M'

Powertrain Strategy & Competitive Landscape

• Volvo Powertrain Specifications
• Volvo Powertrain Specifications (continued)
• Volvo Powertrain Strategy
• Volvo: SUV Luxury Segment Competitive Comparison
• Volvo: SUV Luxury PHEV Segment Competitive Comparison (continued)

Manufacturing Strategies

• Volvo Cars Manufacturing and Assembly
• Volvo Cars Manufacturing Strategy in Europe
• Volvo Cars Manufacturing Strategy in APAC
• Volvo Cars Manufacturing Strategy in Americas

JVs and Technological Investments

• CEVT's Role in Geely
• Volvo Cars Tech Fund
• Case Study 1: FreeWire Technologies
• Case Study 2: Luminar
• Case Study 3: Forciot
• Case Study 4: Exmet
• Case Study 5: Zum
• Case Study 6: Varjo
• Case Study 7: UVEye
• Case Study 8: MDGo
• Case Study 9: Actasys

Growth Opportunity Universe

• Growth Opportunity 1: Focus on Market Growth from the EV Business
• Growth Opportunity 1: Focus on Market Growth from the EV Business (continued)
• Growth Opportunity 2: Explore New Business Models in the Direct Consumer Frontier
• Growth Opportunity 2: Explore New Business Models In The Direct Consumer Frontier (continued)
• Growth Opportunity 3: Examine New Markets/Opportunities Through Collaborations
• Growth Opportunity 3: Examine New Markets/Opportunities Through Collaborations (continued)

Next Steps

• Your Next Steps
• Why Frost, Why Now?

Appendix

• Abbreviation
• List of Exhibits
• Legal Disclaimer