未來15年的汽車革命

未來15年的汽車革命

來自專欄 汽車輕量化製造背景：

Background:

新興市場，新科技，可持續性政策，消費者偏好的變化

Emerging markets, new technologies, sustainability policies, changing consumer preferences.

汽車業四大趨勢：

Four trends in auto industry:

多樣化出行，自動駕駛，電動化，智能互聯化。

Diverse mobility, autonomous driving, electrification, conectivity

汽車業八大推測：

Eight predictions in auto industry:

-新的商業模式（共享出行，互聯服務和性能升級），收入提高30%，即1.5萬億美元。

Driven by shared mobility, connectivity services, and feature upgrade, new business models could expand automotive revenue pools by ~30%, adding up to ~USD 1.5 trillion.

-汽車銷量每年2%低速增長。

Vehicle unit sales will continue to grow, but likely at a lower rate of ~2% annually.

-到2030年，1/10銷售的汽車是共享。

One out of ten cars sold in 2030 will be a shared vehicle.

-城市類型決定出行行為。

City type will be the most relevant segmentation dimension that determine mobility behavior.

-15%新車可能為完全自動駕駛，如果技術和監管問題解決。

Once the technological and regulatory issues have been resolved, up to 15% of new sold cars in 2030 could be fully autonomous.

-電動車接受度有地區差異化。

The adoption of electrified vehicles strongly depends on the local level .

-汽車廠將在多個領域競爭且合作。

Incumbent players will be enforced to simultaneously compete on multiple fronts and cooeprate with competitors.

-新公司將優先聚焦有盈利空間的細分市場和圍繞價值鏈。

New market entrants are expected to initially target only specific, economically attractive segments and activities along the value chain before potentially exploring future fields.

建議方案：

Recommendations/solutions:

-經營轉型 explore new mobility business

-開放合作 partnership

-技術變革 transofrmational change

-價值重塑 reshape the value proposition

參考：

Reference:

麥肯錫2030汽車革命報告

Automotive revolution-perspective towards 2030
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