表紙:自動車OEM企業のDX (デジタルトランスフォーメーション) 戦略の分析 (2020年~2021年)
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自動車OEM企業のDX (デジタルトランスフォーメーション) 戦略の分析 (2020年~2021年)

OEMs' Digital Transformation Strategy Research Report, 2020-2021

出版日: | 発行: ResearchInChina | ページ情報: 英文 220 Pages | 納期: 即日から翌営業日

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自動車OEM企業のDX (デジタルトランスフォーメーション) 戦略の分析 (2020年~2021年)
出版日: 2021年02月19日
発行: ResearchInChina
ページ情報: 英文 220 Pages
納期: 即日から翌営業日
  • 全表示
  • 概要
  • 目次
概要

自動車産業におけるDX (デジタルトランスフォーメーション) とは、企業が研究開発 (R&D)・生産・製品・経営管理といった分野でデジタル化を進め、デジタル技術(ビッグデータ、クラウドコンピューティング、人工知能など)を最大限に活用して、ビジネスモデルや組織構造などの変革を促進することを意味します。

具体的には、自動車メーカーは主に次の5つの側面でDXを展開しています。

  • 第一に、ソフトウェア部門や研究開発部門を設立し、自己構築や協力を通じてソフトウェアチームを構築します。
  • 第二に、グループ全体のDX戦略を調整し、全体的なデジタル戦略の実装を促進するために、社内にデジタルセンターを設置しています。
  • 第三に、他の自動車メーカーと提携して、コスト削減や競争力の向上を図ります。
  • 第四に、大手IT企業(Baidu、Alibaba、Tencent、Huaweiなど)との協力を通じてDXを促進します。
  • 第五に、オンライン/オフラインのユーザー中心型デジタルマーケティングモデルを作成します。

一方、DXに向けた多大な努力にもかかわらず、多くの自動車メーカーが次のような課題に直面しています。

  • 変革力の不足、変革モデルに関する論議、一部の部門の変革への抵抗
  • デジタルマーケティングではオンラインで顧客を引き付ける能力が低く、オフラインでの高額投資は収益が予想よりも低い
  • 従来型のビジネスとの関係性が原因で、DXへの投資が不足する
  • ソフトウェアチームとユーザー操作の経験の欠如

当レポートでは、世界と中国の自動車メーカーにおけるDX (デジタルトランスフォーメーション) の進展状況と課題について分析し、自動車業界におけるDXの在り方や具体的内容、外資系/国内系メーカーや新興メーカーにおけるDXの展開状況、業界全体でのDXの推進状況と克服すべき課題、といった情報を取りまとめてお届けいたします。

目次

第1章 自動車メーカーにおけるDXの現状

  • DX (デジタルトランスフォーメーション)
  • デジタル技術の開発とビジネスモデルの進化
  • DXの動機
  • DXの機会
  • DXの能力
  • 自動車メーカーのDXと、自動車における「CASE」の関係
  • DXのモデル
    • 生産のデジタル化
    • 製品のデジタル化
    • マーケティングのデジタル化
    • サービスのデジタル化
    • 経営管理のデジタル化

第2章 外資系自動車メーカーのDX

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

第3章 国内系自動車メーカーのDX

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

第4章 新興自動車メーカーのDX

  • Tesla
  • NIO
  • Leading Ideal

第5章 自動車メーカーのDXの動向

  • 従来型自動車メーカーにおけるDXの展開状況
  • 従来型自動車メーカーがDX展開に際して直面する障害
  • 自動車メーカーのDXの要点
目次

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