埃森哲欧洲汽车厂商调研-处于十字路口.ppt

© Accenture 2002
April, 2002
European Telematics Survey
Automotive OEMs at a Crossroad ?
Agenda
Telematics status quo
Results of European Telematics Survey
Analysis of major challenges in telematics
Technology drives Telematics
Wireless Local Area
Networks (. Bluetooth, , RFID)
Wireless
Technology
(. UMTS, GPRS)
Powerful User interfaces(. voice, XML, multi device, miniaturization)
Elements of our environment are ing increasingly…
Connected
Interactive
Intelligent
puting
Platforms
(. Win CE for Auto, LINUX, QNX)
Telematics as Business Opportunity
OEMs consider telematics as a chance for new streams of revenues
New Entrants in Value Chain
Aggressive Push to Innovation
Competitors
Decreasing Customer Loyalty
Increasing Market Transparency
Customers
Market Saturation
Decreasing Product Margins
Difficult Brand Differentiation
Market
Liberalization of Distribution Channels
Changing Legal Context
Subscription Fees
mCommerce
Insurance per mile
…
Quality Improvement
Customer Loyalty
Vehicle
Parts
Services
…
Hardware Sales
Cost Reduction
Process Alignment
Working Capital Reduction
…
Telematics Benefits
CoreBusiness
New Business
Indirect Effects
Direct Effects
Telematics Benefits for OEMs
To get up to speed quickly, OEMs have been rushing to invest heavily in telematics1
However, customers have demonstrated only moderate demand and willingness to pay for devices and services2
As a consequence, today’s $1-5B market volume is 2-10 fold lower than numbers predicted in 20003 and forecasts are continuously scaled down further4
Dealing with enormous sunk costs and lacking profitability, OEMs are concerned that due petitive pressure telematics offerings may e another „cost-of-doing-business“(such as airbags)
Facing an increasingly uncertain market, OEMs are currently reassessing their telematics strategies
Pay Back ?
1GM OnStar: $, Ford WingCast $200-250M
3compared to UBS Warburg estimates in 2000
2Ducker Inc.,