INDEX

Automotive Ecosystem - Dynamics and Disruptions

Fundamentally new paradigms are set to transform the entire automotive ecosystem, in both the short and the long term.  In the short term, connectivity, sensors, and software are turning cars into connected, software-defined mega sensors, generating data and receiving updates, collectively producing and consuming real-time intelligence, and enabling new smart mobility approaches. In the longer term, driverless vehicles, electrification, and the IoT will allow new, smart, sustainable, and service-based mobilty paradigms. 

This report examines the impact of these paradigms across the different sections of the automotive value chain, including semiconductor vendors, Tier 1 suppliers, software and application developers, car OEMs, telematics service providers, module vendors, auto insurers, public transport providers, dealerships, and connectivity providers, as well as opportunities for new players like security, mobile, and payment vendors entering the automotive industry. 

Table of Contents

  • 1. DISRUPTIVE POTENTIAL OF NEW PARADIGMS
    • 1.1. Key Automotive New Paradigms
    • 1.2. Ecosystem and Value Chain Implications
  • 2. AUTOMOTIVE ECOSYSTEM AND VALUE CHAIN - CURRENT SITUATION
    • 2.1. A Changing Automotive Value Chain: Cloud and Analytics
    • 2.2. Traditional Ecosystem
    • 2.3. Newcomers versus Established Vendors
  • 3. IMPACT OF MEGA PARADIGM SHIFTS ON THE AUTOMOTIVE ECOSYSTEM
    • 3.1. The Connected, Software-defined, and Sensorized Car
    • 3.2. Driverless Vehicles and Car Sharing: The Car-as-a-Service
    • 3.3. Smart Transportation and MaaS
    • 3.4. Multimodal Electrification and Sustainable Mobility
    • 3.5. Absorption of Automotive and Transportation in the Wider IoT
    • 3.6. Automotive, Smart Mobility, and Virtualized Lifestyles
  • 4. THE AUTOMOTIVE ECOSYSTEM IN THE YEAR 2030