2022-07-05-科尔尼-A_new_era_for_automotive_business_models_6页_2mb

The report introduces a new era in automotive business models, emphasizing a shift from traditional OEM roles to collaborative partnerships that aim to increase profits by 50%. Traditional OEMs need to reposition themselves as deep tech integrators by working closely with suppliers to develop innovative, customer-focused products and services. This transition involves adopting new business models like joint ventures, pay-per-use, royalty-based, and subscription/licensing approaches, which can drive revenue growth and cost reduction. To compete with disruptors like Tesla, OEMs must foster closer cooperation, enabling faster adaptation and higher profitability. Collaboration ensures clear responsibility division and leverages digital revenue streams from software and connected services.

Key strategic changes include:

• Moving from sourcing materials to integrating deep tech and managing recurring incomes.
• Developing platforms that allow suppliers control over up to 80% of vehicle systems, facilitating plug-and-play innovation.
• Benefits include a 40% revenue increase by 2030 through shared success, reduced costs, and improved market responsiveness.

The analysis underscores that the future of the automotive industry is shaped by mutually beneficial relationships between OEMs and suppliers within an open ecosystem, enabling data-driven insights and scalable solutions.

For further discussion on implementing these models, contact the specified authors.

Authors:
Michael Roemer
Felix Kreichgauer
Sebastian Werner
Andreas Foitzik
Marcin Kurzal