自動車産業における非従来型参入企業の戦略的分析

自動車産業は、CASEテクノロジーによってますますその将来が左右され、市場の多様化によってバリューチェーン上の新たな参入企業に機会がもたらされるなど、変革期を迎えています。自動車からモビリティへの考え方の変化は、従来の自動車メーカーに多方面での新規参入企業との競争を迫っていることは確かです。これらの参入企業の最終目標は、自動車バリューチェーンにおいて重要なポジションを獲得しながら、様々なビジネスモデルを模索し、この経済的に魅力的なセグメントで拡大することです。

当レポートでは、自動車産業における非従来型参入企業について調査し、市場の概要とともに、戦略的インペラティブ、新規参入企業各社のプロファイル、および成長の機会などを提供しています。

調査のハイライト

目次

戦略的インペラティブ

• 成長がますます困難になるのはなぜか
• 戦略的インペラティブ
• 自動車産業における非従来型参入企業に対する上位3つの戦略的インペラティブの影響
• 成長の機会が成長パイプラインエンジンを加速させる

成長機会分析

• 分析範囲
• この研究が答える質問
• 成長促進要因
• 成長抑制要因

非従来型市場参入者の概要

• 非従来型参入企業を自動車産業に駆り立てる動向
• 非従来型参入企業：概要
• 競合企業ベンチマーキング：共有モビリティ
• 競合企業ベンチマーキング：エレクトロニクス
• 競合企業ベンチマーキング：eコマース
• 競合企業ベンチマーキング：テクノロジー

企業プロファイル：Sony Group

企業プロファイル：Baidu

企業プロファイル：Foxconn

企業プロファイル：Alibaba Group

企業プロファイル：Ola

企業プロファイル：Xiaomi

潜在的参入企業：AppleとHuawei

主な調査結果、結論、および将来の展望

• 市場参入戦略のベンチマーキング
• 車両開発戦略のベンチマーキング
• ビジネスモデル：EV開発
• 非従来型OEMの能力分析
• 要約

成長の機会領域

• 成長の機会1：サービスのエコシステムの開発に焦点を当てる
• 成長の機会2：パートナーシップと知識の共有を通じて生き残る
• 成長の機会3：事業の多様化と新たなビジネスモデル

次のステップ

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)

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