½ÃÀ庸°í¼­
»óǰÄÚµå
1578345

ºÏ¹Ì OEM ¼ÒÇÁÆ®¿þ¾î Á¤ÀÇ Â÷·® Àü·«ÀÇ º¥Ä¡¸¶Å·(2024³â)

Benchmarking of North American OEM Software-defined Vehicle Strategies, 2024

¹ßÇàÀÏ: | ¸®¼­Ä¡»ç: Frost & Sullivan | ÆäÀÌÁö Á¤º¸: ¿µ¹® 53 Pages | ¹è¼Û¾È³» : 1-2ÀÏ (¿µ¾÷ÀÏ ±âÁØ)

    
    
    



¡Ø º» »óǰÀº ¿µ¹® ÀÚ·á·Î Çѱ۰ú ¿µ¹® ¸ñÂ÷¿¡ ºÒÀÏÄ¡ÇÏ´Â ³»¿ëÀÌ ÀÖÀ» °æ¿ì ¿µ¹®À» ¿ì¼±ÇÕ´Ï´Ù. Á¤È®ÇÑ °ËÅ並 À§ÇØ ¿µ¹® ¸ñÂ÷¸¦ Âü°íÇØÁֽñ⠹ٶø´Ï´Ù.

ºÏ¹Ì OEMÀº ¹Ýº¹ °¡´ÉÇÑ ¸ÅÃâ âÃâ ¼ö´ÜÀ¸·Î ÀüȯÇÏ´Â ÃÖÀü¼±¿¡ ÀÖÀ¸¸ç, ¹Ì·¡ ¼ºÀåÀº µ¥ÀÌÅÍ ¼öÀÍÈ­ Àü·«À» Ȱ¿ëÇÑ Çõ½ÅÀûÀÎ ºñÁî´Ï½º ¸ðµ¨¿¡ ´Þ·Á ÀÖ½À´Ï´Ù.

OEM(Original equipment manufacturers)Àº °ú°Å¿¡´Â ±â°èÀûÀÎ ±â´ÉÀ¸·Î Á¦Ç°À» Â÷º°È­Çß½À´Ï´Ù. ¿À´Ã³¯ ¼ÒºñÀÚµéÀº ¿îÀü º¸Á¶, Ä¿³ØÆ¼ºñƼ, ÆíÀÇ ¼­ºñ½º µî ¼ÒÇÁÆ®¿þ¾î·Î Á¤ÀÇµÈ ±â´ÉÀ» Á¡Á¡ ´õ ¸¹ÀÌ ¿ä±¸Çϰí ÀÖ½À´Ï´Ù. Àüµ¿È­, ÀÚÀ²ÁÖÇà, °øÀ¯ ¸ðºô¸®Æ¼, Ä¿³ØÆ¼ºñƼ¿Í °°Àº ±â¼úÀÇ À¶ÇÕÀ¸·Î ÀÎÇØ OEMÀº ±âÁ¸ÀÇ ÇÏµå Æ÷ÀÎÆ® Á¤ÀÇ ¾ÆÅ°ÅØÃ³¿¡¼­ ¼ÒÇÁÆ®¿þ¾î Áß½ÉÀÇ ¾ÆÅ°ÅØÃ³·Î ÀüȯÇϰí ÀÖ½À´Ï´Ù. ÇÑÆí, ÀÌ·¯ÇÑ Ãß¼¼´Â °í°´ÀÇ ±â´ëÄ¡¸¦ À籸¼ºÇϰí, OEMÀº Â÷¼¼´ë ÀÚµ¿Â÷¸¦ ÅëÇØ À̸¦ ÃæÁ·½ÃÄÑ¾ß Çϸç, ÀÚµ¿Â÷´Â ¹ÙÄû ´Þ¸° ¼ÒÇÁÆ®¿þ¾î·Î º¯¸ðÇϰí ÀÖ½À´Ï´Ù.

ÈÞ´ëÆù »ê¾÷°ú ¸¶Âù°¡Áö·Î ÀÚµ¿Â÷ »ê¾÷µµ Àç»ýÀ» °æÇèÇϰí ÀÖÀ¸¸ç, ÁÖ±âÀûÀ¸·Î ¸ÅÃâÀ» âÃâÇÏ´Â ÀüÅëÀûÀÎ ºñÁî´Ï½º ¸ðµ¨Àº ÀÚµ¿Â÷ÀÇ ¼ö¸íÁֱ⠵¿¾È Áö¼ÓÀûÀ¸·Î Çö±Ý È帧À» âÃâÇØ¾ß ÇÏ´Â °úÁ¦¿¡ Á÷¸éÇØ ÀÖ½À´Ï´Ù. ÀÚµ¿Â÷ »ê¾÷Àº Çϵå¿þ¾î¿¡¼­ ¼ÒÇÁÆ®¿þ¾î Á¢±Ù ¹æ½ÄÀ¸·Î ÀüȯÇϰí ÀÖ½À´Ï´Ù. ÀÚµ¿Â÷´Â Á¡Á¡ ´õ º¹ÀâÇØÁö°í ÀÖÀ¸¸ç, ¼ÒÇÁÆ®¿þ¾î ÄÚµåÀÇ ¶óÀÎ ¼ö´Â ÀÌÀüº¸´Ù ´õ ¸¹¾ÆÁö°í ÀÖ½À´Ï´Ù.

¼ÒÇÁÆ®¿þ¾î Á¤ÀÇ Â÷·®(SDV) °³³äÀº Á¦Ç° ¹× ±â´É °³¹ß öÇп¡ ¿µÇâÀ» ¹ÌÄ¡°í ÀÖÀ¸¸ç, SDV´Â »õ·Î¿î ¾ÈÀü, Æí¾ÈÇÔ ¹× ÆíÀǼºÀ» Á¦°øÇÒ »Ó¸¸ ¾Æ´Ï¶ó Çϵå¿þ¾î·Î Á¤ÀÇµÈ °Íº¸´Ù ´õ ¸¹Àº ÀÌÁ¡À» Á¦°øÇÕ´Ï´Ù. ÆÐÄ¡, °³¼±µÈ ÀÎÆ÷Å×ÀÎ¸ÕÆ®, ÆÄ¿öÆ®·¹ÀÎ ¹× Â÷·® ´ÙÀ̳»¹Í½º¿Í °°Àº ÇÙ½É ±â´ÉÀÇ ¸ð´ÏÅ͸µ ¹× Æ©´×, ¿Âµð¸Çµå ±â´ÉÀÇ ÆíÀÇ ¹× ÆíÀÇ ¼­ºñ½º µîÀ» Æ÷ÇÔÇÏ´Â OTA(Over-The-Air) ¾÷µ¥ÀÌÆ®¸¦ °í°´¿¡°Ô Á¦°øÇÕ´Ï´Ù. À̸¦ ÅëÇØ OEMÀº ¿Âµð¸Çµå ±â´É ¼­ºñ½º¸¦ ÅëÇØ ¸ÅÃâÀ» âÃâÇÏ´Â µ¿½Ã¿¡ Â÷·® ¼ö¸íÁֱ⠵¿¾È Â÷·® °³¼± ¹× ¾÷±×·¹À̵带 ÅëÇØ °í°´°úÀÇ °ü°è¸¦ ´õ¿í ±ä¹ÐÇÏ°Ô ±¸ÃàÇÒ ¼ö ÀÖ½À´Ï´Ù.

SDV´Â ¶ÇÇÑ ÀÚµ¿Â÷ »ê¾÷ÀÇ ±â³äºñÀûÀÎ º¯È­ÀÇ ÃÖÀü¼±¿¡ ÀÖÀ¸¸ç, ÀÚµ¿Â÷ ¼³°è ¹× °³¹ß ¹æ½ÄÀ» ¹Ù²Ù°í ÀÖ½À´Ï´Ù. ¾ÆÅ°ÅØÃ³ÀÇ º¯È­´Â ºÐ¸íÇϸç, OEMÀº ÀüÅëÀûÀÎ Ç÷§Æû ¾ÆÅ°ÅØÃ³º¸´Ù »õ·Î¿î ¾ÆÅ°ÅØÃ³¸¦ ¼±È£Çϰí ÀÖ½À´Ï´Ù.

ÀÌ Á¶»ç ¼­ºñ½º¿¡¼­´Â ºÏ¹Ì OEM 3»çÀÇ SDV Àü·«À» º¥Ä¡¸¶Å©Çϰí ÀÖ½À´Ï´Ù. ÀÌ·¯ÇÑ µ¿ÇâÀÌ Ford, GM, Tesla¿¡ ¹ÌÄ¡´Â ¿µÇâ¿¡ ´ëÇØ ³íÇϰí ÀÖ½À´Ï´Ù. ¶ÇÇÑ SDV ¿µ¿ª¿¡¼­ OEM ¹× °ø±Þ¾÷ü¸¦ µÑ·¯½Ñ ¿¡ÄڽýºÅÛ¿¡ ´ëÇØ¼­µµ ºÐ¼®Çϰí ÀÖ½À´Ï´Ù.

¸ñÂ÷

¼ºÀå ȯ°æ

  • ÁÖ¿ä Á¶»ç °á°ú
  • OEM ºñ±³ ºÐ¼® : Çϵå¿þ¾î Àü·«
  • OEM ºñ±³ ºÐ¼® : ¼ÒÇÁÆ®¿þ¾î Àü·«
  • OEM ºñ±³ ºÐ¼® : SDV Àü·«°ú ½ÇÀå

¼ÒÇÁÆ®¿þ¾î Á¤ÀÇ Â÷·® ºÎ¹®¿¡¼­ÀÇ º¯Çõ

  • ¿Ö ¼ºÀåÀÌ ¾î·Á¿öÁö°í Àִ°¡?
  • The Strategic Imperative 8(TM)
  • ºÏ¹ÌÀÇ OEM ¼ÒÇÁÆ®¿þ¾î Á¤ÀÇ ÀÚµ¿Â÷ º¥Ä¡¸¶Å·¿¡¼­ »óÀ§ 3 Àü·«Àû Áß¿ä »çÇ×ÀÇ ¿µÇâ

¿¡ÄڽýºÅÛ

  • Á¶»ç ¼­ºñ½º ¹üÀ§
  • ¼ºÀå ÃËÁø¿äÀÎ
  • ¼ºÀå ¾ïÁ¦¿äÀÎ
  • Á¤ÀÇ ½ÃÀå ¼¼ºÐÈ­
  • ÁÖ¿ä °æÀï»ç

ºÏ¹ÌÀÇ OEM ¼ÒÇÁÆ®¿þ¾î Á¤ÀÇ Â÷·® Àü·« : Ford

  • FordÀÇ Çϵå¿þ¾î Àü·«
  • FordÀÇ ½Å¾ÆÅ°ÅØÃ³ žÀç Â÷Á¾ÀÇ °¡´É¼º ¸®½ºÆ®
  • FordÀÇ ¼ÒÇÁÆ®¿þ¾î °³¹ß Àü·«
  • FordÀÇ ¼ÒÇÁÆ®¿þ¾î Àü·« Model e(TM) ºñÁî´Ï½º À¯´Ö
  • FordÀÇ ÁÖ·Â ºÐ¾ß, SDV ¿¡ÄڽýºÅÛ, Àü·«

ºÏ¹ÌÀÇ OEM ¼ÒÇÁÆ®¿þ¾î Á¤ÀÇ Â÷·® Àü·« : GM

  • GMÀÇ Çϵå¿þ¾î Àü·« : Â÷·® ÀÎÅÚ¸®Àü½º¡¤Ç÷§Æû
  • Â÷·® ÀÎÅÚ¸®Àü½º¡¤Ç÷§Æû µµÀÔ
  • GMÀÇ ¼ÒÇÁÆ®¿þ¾î °³¹ß Àü·«
  • GMÀÇ ¼ÒÇÁÆ®¿þ¾î Àü·« Ultifi ¼ÒÇÁÆ®¿þ¾î Ç÷§Æû
  • GMÀÇ ÁÖ·Â ºÐ¾ß, SDV ¿¡ÄڽýºÅÛ, Àü·«

ºÏ¹ÌÀÇ OEM ¼ÒÇÁÆ®¿þ¾î Á¤ÀÇ Â÷·® Àü·« : Tesla

  • TeslaÀÇ Çϵå¿þ¾î Àü·«
  • ½Å¾ÆÅ°ÅØÃ³¿¡¼­ÀÇ Tesla ¸ðµ¨ Èĺ¸ ¸®½ºÆ®
  • TeslaÀÇ ¼ÒÇÁÆ®¿þ¾î °³¹ß Àü·«
  • TeslaÀÇ ¼ÒÇÁÆ®¿þ¾î Àü·« ¼ÒÇÁÆ®¿þ¾î Ç÷§Æû
  • TeslaÀÇ ÁÖ·Â ºÐ¾ß, SDV ¿¡ÄڽýºÅÛ, Àü·«

¼ºÀå ±âȸ À¯´Ï¹ö½º

  • ¼ºÀå ±âȸ 1 : SDV´Â ±â´É °¡»óÈ­¿Í Ŭ¶ó¿ìµå ÄÄÇ»ÆÃ ±âȸ¸¦ ¿¬´Ù.
  • ¼ºÀå ±âȸ 2 : OEMÀº Pureplay ¼ÒÇÁÆ®¿þ¾î ȸ»ç¸¦ ÀÌ¿ëÇÏ¿© SDV·ÎÀÇ À̵¿À» ½Å¼ÓÈ­ÇÑ´Ù.
  • ¼ºÀå ±âȸ 3 : IT ±â¾÷Àº ÀÚµ¿Â÷ Á¦Á¶¾÷üÀÇ ±â¼ú ³ëÇÏ¿ì °³¹ßÀ» Áö¿øÇÑ´Ù.

º£½ºÆ® ÇÁ·¢Æ¼½º ÀνÄ

Frost Radar

´ÙÀ½ ½ºÅÜ

  • ¼ºÀå ±âȸÀÇ ÀÌÁ¡°ú ¿µÇâ
  • ´ÙÀ½ ½ºÅÜ
  • µµÇ¥
  • ¸éÃ¥»çÇ×
KSA 24.11.08

North American OEMs have been at the Forefront of the Transition to Repeatable Avenues of Revenue, and Future Growth Hinges on Innovative Business Models that Use Data Monetization Strategies

Original equipment manufacturers (OEMs) used to differentiate their products based on mechanical features. Today, consumers are increasingly looking for software-defined features, such as driver assistance, connectivity, and comfort-convenience services. The convergence of technologies, including electrification, autonomous driving, shared mobility, and connectivity, is causing OEMs to migrate from traditional hardpoint-defined architecture to software-oriented architecture. Meanwhile, these trends are reshaping customer expectations and forcing OEMs to address them in new-generation vehicles, turning vehicles into software on wheels.

Similar to the mobile phone industry, the automotive industry is experiencing a rebirth, and traditional business models of cyclical revenue generation are challenged by continuous cash flow generation throughout the vehicle life cycle. The automotive industry is transitioning from a hardware to a software approach to building vehicles. Vehicles are increasingly complex, with more lines of software code than in previous years.

The software-defined vehicle (SDV) concept has gained traction, impacting product and feature development philosophies. Beyond unlocking new safety, comfort, and convenience features, SDVs offer more advantages than their hardware-defined counterparts. SDVs allow customers over-the-air (OTA) updates that cover firmware patches, infotainment to receive improvements, monitoring and tuning of core functional capabilities, such as powertrain and vehicle dynamics, and feature-on-demand comfort-convenience services. This allows OEMs to improve and upgrade vehicles on the go throughout their life cycle while generating revenue from feature-on-demand services, culminating in deeper, more connected relationships with customers.

SDVs are also at the forefront of monumental changes in the automotive industry; they are changing the way vehicles are designed and developed. Changes in architecture are evident, with OEMs preferring new architecture over traditional platform architecture.

This research service benchmarks 3 North American OEMs' SDV strategies. It discusses the impact of these trends on Ford, GM, and Tesla. The analysis also covers the ecosystem surrounding the OEMs and suppliers in the SDV space.

Table of Contents

Growth Environment

  • Key Findings
  • OEM Comparative Analysis: Hardware Strategy
  • OEM Comparative Analysis: Software Strategy
  • OEM Comparative Analysis: SDV Strategy and Implementation

Transformation in the Software-defined Vehicles Sector

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8™
  • The Impact of the Top 3 Strategic Imperatives on the Benchmarking of North American OEM Software-defined Vehicle Strategies

Ecosystem

  • Research Service Scope
  • Growth Drivers
  • Growth Restraints
  • Definitions: Market Segmentation
  • Key Competitors

North American OEM Software-defined Vehicle Strategy: Ford

  • Ford's Hardware Strategy
  • Potential List of Ford Models on New Architecture
  • Ford's Software Development Strategy
  • Ford's Software Strategy: Model e™ Business Unit
  • Ford's Focus Areas, SDV Ecosystem, and Strategy

North American OEM Software-defined Vehicle Strategy: GM

  • GM's Hardware Strategy: Vehicle Intelligence Platform
  • Vehicle Intelligence Platform Deployment
  • GM's Software Development Strategy
  • GM's Software Strategy: Ultifi Software Platform
  • GM's Focus Areas, SDV Ecosystem, and Strategy

North American OEM Software-defined Vehicle Strategy: Tesla

  • Tesla's Hardware Strategy
  • Potential List of Tesla Models on New Architecture
  • Tesla's Software Development Strategy
  • Tesla's Software Strategy: Software Platform
  • Tesla's Focus Areas, SDV Ecosystem, and Strategy

Growth Opportunity Universe

  • Growth Opportunity 1: SDVs will Open Opportunities in Functional Virtualization and Cloud Computing
  • Growth Opportunity 2: OEMs will Use Pureplay Software Companies to Quicken the Migration to SDVs
  • Growth Opportunity 3: IT Companies will Help Automakers Develop Technology know-how

Best Practices Recognition

  • Best Practices Recognition

Frost Radar

  • Frost Radar

Next Steps

  • Benefits and Impacts of Growth Opportunities
  • Next Steps
  • List of Exhibits
  • Legal Disclaimer
ºñ±³¸®½ºÆ®
0 °ÇÀÇ »óǰÀ» ¼±Åà Áß
»óǰ ºñ±³Çϱâ
Àüü»èÁ¦