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CONFIDENTIAL PROPERTY RENAULT NISSAN
SUMMARY 00
Connected Car disruption in the Industry
Source: Renault Nissan, Roland Berger
Traditional Car > Connected Car
Consumer centric
Value creation during life-cycle
On-board & Off-board connectivity
Continuous evolution
Integrated system engineering & End-to-End architecture
Short cycles (6 months)
Agile consumer electronics development
High SW complexity (+100M code lines)
Product centric
One-off vehicle sale
Stand alone on-board
Fixed features
Sequenced component by component approach
Long cycles (3+ years)
Traditional automotive development
Low SW complexity (1M code lines)
CONFIDENTIAL PROPERTY RENAULT NISSAN
Data based routing
Smart factory
Automomous
Drones
E-Comme
rce
Infotainment
Demand forecast
Big data
CONNECTIVITY
Cloud
Robotics
CPS
Apps
Social networ
ks
Mobiles
Wearables
IoT
Big data
DRIVERS OF DIGITIZATION 01 INDUSTRIAL INTERNET
Digital transformation effect through key areas.
Source: Roland Berger
Logistics
Predictive
maintenance
Pure
digital
products
CONFIDENTIAL PROPERTY RENAULT NISSAN
CONNECTED CAR SYSTEM EVOLUTION 02 CONNECTED CAR GROWTH
Brand CRM
system
Services & platforms providers
system
Connected Car &
Services system
1. Car
2. Smart Car
3. Smart, Connected Car system
4. Connected Car & Services systems of systems
+
+
+
Smart & Connected
Car systems
Customer Digital Life
system
Monitoring
Autonomy
Sensors enable monitoring of the products condition, environment,..
1
Increasing capability of Smart, Connected products
Increasing capability of Smart, Connected products (incl. cars) give expansion of industry boundaries into
larger systems of systems.
Source: Harvard Business Review, Nov’14, IoT
Control
Optimisation
Software embedded in the product enables control of product functions,..
1 & 2 allow analysis to optimise product performance, predictive diagnostics,..
Combining all 3 allow autonomous product operation, self co-ordination with other products (V2X)..
2 3 4
CONFIDENTIAL PROPERTY RENAULT NISSAN
CONFIDENTIAL PROPERTY RENAULT NISSAN
IMPROVING RELATIONSHIP WITH OUR CUSTOMERS 04 CONNECTED CAR BENEFITS
Connected car technology allowing us to build new relationship between customer, car and the brand.
Data for optimising product & up-to-date cars
Tailored-made services &
offers
Direct & continuous
relation with the Brand
Full digital interaction
Extended car usage
New mobility enablers
CONFIDENTIAL PROPERTY RENAULT NISSAN
CONNECTED CAR PARTNERSHIPS 02 CONNECTED CAR GROWTH
Many new actors coming into the Connected Car world……and new partnerships being created.
Traditional players
New players
? Source: Roland Berger
?
CONFIDENTIAL PROPERTY RENAULT NISSAN
CONNECTED CAR COMPETITION 02 CONNECTED CAR GROWTH
Opening up challenges to traditional OEM’s business
?
CONFIDENTIAL PROPERTY RENAULT NISSAN
CONNECTED CAR REVENUE OPPORTUNITY 02 CONNECTED CAR GROWTH
All chasing forecasted revenue opportunities within the industry.
Source: McKinsey&Co
2750
4000
720
1200
30
1500
0
1000
2000
3000
4000
5000
6000
7000
8000
2015 2030
Bn €
Automotive Revenues (High disruption scenario)
Recurring revenues • Shared mobility
• Data connected services, incl. OTA
Aftermarket • Growth with increase vehicle sales
One-time vehicle sales • 2% annual increase from growth in
emerging markets
Vehicle sales
dominant
Recurring revenues
significantly increasing
CONFIDENTIAL PROPERTY RENAULT NISSAN
CONCLUSION
Connected technology not only changing the cars themselves, but also
disrupting the car business as a whole.
Digital content and services have become the industry’s primary source of
growth, opening new challenges from technology companies.
OEM’s required to develop new skills and capabilities, to manage the growth
of digitisation.
More fundamentally, OEMs oriented to their traditional role as product
manufacturers must embrace a new identity as service & mobility providers.
06
Source: Strategy& analysis