1、 Accenture 2002,April, 2002,European Telematics Survey Automotive OEMs at a Crossroad ?,Agenda,Telematics status quo Results of European Telematics Survey Analysis of major challenges in telematics,Technology drives Telematics,Elements of our environment are becoming increasingly Connected Interacti

2、ve Intelligent,Telematics as Business Opportunity,New Entrants in Value Chain Aggressive Push to Innovation,Competitors,Market Saturation Decreasing Product Margins Difficult Brand Differentiation,Market,Subscription Fees mCommerce Insurance per mile ,Quality Improvement Customer Loyalty Vehicle Par

3、ts Services ,Hardware Sales Cost Reduction Process Alignment Working Capital Reduction ,Telematics Benefits,CoreBusiness,New Business,Indirect Effects,Direct Effects,Telematics Benefits for OEMs,To get up to speed quickly, OEMs have been rushing to invest heavily in telematics1 However, customers ha

4、ve demonstrated only moderate demand and willingness to pay for devices and services2 As a consequence, todays $1-5B market volume is 2-10 fold lower than numbers predicted in 20003 and forecasts are continuously scaled down further4 Dealing with enormous sunk costs and lacking profitability, OEMs a

5、re concerned that due to competitive pressure telematics offerings may become another cost-of-doing-business“ (such as airbags),Facing an increasingly uncertain market, OEMs are currently reassessing their telematics strategies,Pay Back ?,1GM OnStar: $1.2B, Ford WingCast $200-250M,3compared to UBS W

6、arburg estimates in 2000,2Ducker Inc., Telematics Survey 2002,4McKinsey Quarterly, “A road map for telematics”, 04/2002,Key Messages Telematics Study (1/2),Key Messages Telematics Study (2/2),OEM Systems Integration (CRM, RD, M&S, Production etc.),Remote Diagnostics,Emergency & Road Side Services,Lo

7、cation-Based Services,Integration with Home and Office,Usage-Based Services (e.g. insurance by the mile),Automatic Mobile Payments,InfotainmentContent,Mobile ClientsIntegration,OEMs Vision,Fleet Systems Integration,Customer facing capabilities,Non-customer facing capabilities,Remote FunctionControl,

8、DynamicNavigation,Vehicle Monitoring,Fleet Management,Dealer Systems Integration,DriverMonitoring,Customer Knowledge main Challenge,Very High Importance,Very LowImportance,- Main Challenges Perceived by OEMs -,Define Strategy,Create Customer Demand,Identify Customer Needs,Attractive Business Case,In

9、ternal Program Management,External Program Management,Front-End Technology,Competition by other OEMs,Building Technology Infrastructure,Competition by non-OEM Providers,Mismatch of OEMs Focus,Strategy, not technology should drive telematics Balance customer facing to non-customer facing capabilities according to projected ROIs Focus efforts according to most attractive capabilities (I.e. “pull” capabilities),Open Platforms,Focus on vehicle related services (safety/security, vehicle monitoring) Provide open archite