凯捷安永咨询公司汽车业研究报告.pdf

Creating and Leading the Adaptive Automotive Enterprise
Point of View
Reshuffling the Global
Automotive Leadership
Cap Gemini Ernst & Young CEO Position Paper
Authors: Pierre Durand, Michael Wujciak, Fred A. Kuglin, and Colin Wilson
Reshuffling the Global Automotive Leadership
During this period of change in the global automotive industry, a new group of
innovative leaders will emerge who create “adaptive” panies.
The global automotive industry has integrated, coordinated manner. • To make it possible for the industry
been and continues to be in a period The objective of being “adaptive” is to be more adaptive in constantly
of wrenching change. Intense price three-fold: aligning the production and
pressures and stagnant share prices delivery capacities with actual
• To provide a better response to the
are resulting from more powerful customer demand.
customer demand (improve the
customers and major industry
ratio of cars delivered against It is estimated by the Automotive and
overcapacity. In addition, easy access
customer expectation) while Supply Chain experts at CGE&Y that
to cost information provides the
reducing the time to deliver the car. the achievement of an “adaptive” state
customer with new leverage in
has the potential to reduce the cost to
negotiating with dealers. These facts, • To incorporate the “Five Drivers of
build a vehicle by up to $1,050 per
combined with volatile economic Shareholder Value” into the strategy
vehicle ( 1,200) press the
cycles, will result in the shakeout of and execution of automotive supply
time from order-to-delivery from
weak and unresponsive automotive chain management. (“Five Drivers
months to weeks or less! The impact
OEMs, a reshuffling of the global of Shareholder Value” are Cost
on shareholder value from achieving
market share leaderboard, and changes Minimization, Profitable Growth,
an “adaptive” state is truly significant.
at the CXO level in panies Fixed Capital Effici