2024不确定时代下的汽车数字化转型白皮书：CASE（互联、自动化、共享化和电动化）趋势加速普及

Table of contents Executive summary3 The world is changing—uncertainty is here to stay4Five categories of uncertainty impactingthe automotive industry Strategies for uncertain timesProcess-related strategies8Technology-related strategies11People-related strategies16 A call to action18 Conclusion19 Executive summary The automotive industry is experiencing aprofound CASE (Connected, Autonomous, Shared,and Electrified) driven transformation, leading tochanges in virtually every aspect of the business.In addition to this CASE-related disruption, severalmacro factors add to the overall uncertainty,requiring a rethinking of traditional strategies tosurvive and thrive during this transition. OEMs and suppliers must become employers ofchoice, competing with Silicon Valley for thecream of the hi-tech talent pool. From a process perspective, winning companiesmust develop the ability to anticipate and respondto an increasingly complex and disrupted ‘normal’and, more so than ever, place the customerexperience at the center of their strategies,look beyond their four walls for operationalexcellence, and respond to opportunities withlaser-like precision and speed. Finally, organizations must implement aninformation technology architecture centeredon a data-driven, cloud-based digital operatingplatform capable of providing scalability,agility, resilience, and actionable insights toachieve competitive advantage. Developing an agile, resilient organization with afocus on people, processes, and technology is keyto addressing uncertainty and mitigating risk.From a people perspective, as the industry becomesmore technology-centric, the demand—andcompetition—for digital talent will only intensify. It may be cliché to say that the auto industrystands at a historic crossroads—but this reality alsobrings an unparalleled opportunity for exponentialgrowth while building a foundation for the next100 years. Developing an agile, resilient organization with a focus on people,processes, and technology is key to addressing uncertainty andmitigating risk. The world ischanging—uncertaintyis here to stay Given the dramatic changes within theautomotive industry and the broader world,making predictions is an inherently perilousendeavor. Consider this, for example: did any of us,in our wildest scenario planning simulations,even consider the possibility that a globalpandemic like COVID-19 would impact the worldeconomy so profoundly? While we are all nowpainfully familiar with the fallout from this event,most notably the impact on supply chains,the broader effects of this watershed event willcontinue for decades to come. the Middle East conflict, the ongoing Russia-Ukraine war, diplomatic and trade tensions withChina, the real possibility of further monetarytightening by the US Federal Reserve along withtalk of a possible recession, and ongoing concernsregarding the explosive growth and impacts ofArtificial Intelligence (AI). Stir in a healthy dose of CASE-driven industrytransformation, escalating demand for batteryminerals, EV adoption challenges, politicalturbulence, and changing consumer expectations,and it becomes clear that today’s automotiveindustry is facing unprecedented changeand uncertainty. The world continues to be awash with change.Consider just a few examples as of this writing: Five categories of uncertainty impacting the automotive industry With so many factors impacting theautomotive industry in so many areas,it becomes helpful to characterize thedrivers of uncertainty more clearly.These can be grouped into five broadcategories, as depicted in Figure 1. The following sections examine each of these sources of uncertainty in greater detail: 1. Macro-economic uncertainty One of the most prolific types of uncertaintyinvolves macroeconomic uncertainty. Broadlydefined, this type of uncertainty involves fiscal,natural, or geopolitical events that broadly affect aregional or national economy. Recent examples ofmacro factor uncertainty include the following: countries are reaching a fever pitch, with increasingcalls for tariffs and other protectionist actions. Regulatory and legislative uncertainty: Country and region-specific legislative initiativescreate new uncertainties with ever-changingregulatory requirements. Recent examples in theUnited States include the CHIPS and Science andInflation Reduction Acts, aimed at promotingdomestic manufacturing of semiconductors,battery electric vehicles, and supply chainre-shoring incentives. Post-pandemic economic uncertainty: Countries worldwide are trying to reestablishpre-pandemic economic equilibrium, withmixed results. Inflation, economic growth, andconsumer spending differ widely across countriesand regions, posing challenges to automakers’production and investment decisions. In the European Union, proposed regulationswillban new non-CO2 neutral ICE vehicle sales from2035 in all member states. Finally, new UnitedNations Economic Commission for Europe(UNECE) regulat