Internet of Cars: from Disruption to Dominance

Publisher Name :
Date: 01-May-2016
No. of pages: 206

While autonomous cars and V2X are making headlines, in-car connectivity is making waves in the market. Connectivity features are playing a growing role in consumer buying decisions, to the point that some are ready to postpone purchases to make sure they have the latest features. OEMs have to adjust to an emerging shift in buyer priorities that is driving deep-rooted change in vehicle purchasing.

Over the next five years, automotive connectivity will disrupt large parts of the automotive industry. Traditional product-based transactional business models will integrate a growing number of service-based experiences mirroring and developing on consumer product usage and cycles, opening the door to new entrants along the way and requiring established players to adjust their business models. The effects will ripple through the supply chain.

To understand what this means, several major questions need to be addressed:

How will industry players adapt to these changing consumer preferecnes?

How will automotive OEMs secure their share of the revenue stream in competition with tech giants like Apple & Google?

What does that mean for their suppliers and partners?

How will the industry tackle evolving problems of data ownership and security?

Is legislation required or likely, will the playing field be tilted?

A large number of more detailed questions - like the status of eCall in the EU, or the balance between aftermarket and factory-fitted options - will also require resolution.

"Internet of Cars: from Disruption to Dominance" looks at connected car trends, changes in structural dynamics in the automotive sector and the key challenges for the industry, with a global forecast through to 2020.

Key areas covered in report

The consumer is king: Expectations, adoption, brand differentiators, business models

Connected industry: The open ecosystem from value chain to value network, the new entrant challenge app ecosystems, the role of telecoms operators.

Markets and Challenges: Connected cars intersecting with wearable tech, data ownership, cybersecurity, pricing, future-proofing, the role of the dealer aftermarket, OEM and Tier 1-2-3 capabilities and their development.

Legislation and Mandates

Strategic analysis of OEMs and automotive connectivity component and system suppliers: Airbiquity, AT&T, Audi, AUPEO, BMW, Bosch, Continental, Daimler, Delphi Automotive, Elektrobit Automotive, Fiat-Chrysler Automobiles (FCA), Ford Motor Company, General Motors, Harman International, Hyundai, INRIX, Jaguar Land Rover, Jasper Wireless, Mojio, NVIDIA, NXP Semiconductors, Parrot Automotive, QNX Software Systems, SiriusXM, Tesla Motors, TomTom, Verizon Telematics, Visteon Corporation, Vodafone, Volkswagen are all covered

Conclusion: Analysis and trends - points to watch and strategic recommendations

Key questions addressed

What are the OEMs' future-proofing strategies?

What is the difference in connected car markets between North America and Europe?

What are the key current security vulnerabilities?

What disruptive trends are reshaping the connected car market?

What is the value of big data for connected car stakeholders?

What in-car services are consumers willing to pay for?

How will connectivity complement self-driving cars?

Who will dominate the dashboard? Have phones already won, or is there room for proprietary solutions?

How will Tier 1 suppliers meet the technology challenge - and what key services will they need to provide?

Is legislation a help or hindrance? Is it even required?

Where does the aftermarket fit in? What level of functionality can be provided?

Internet of Cars: from Disruption to Dominance

Table of Contents

Chapter 1: Know your consumer - how the digital dashboard drives decisions 8
1.1 Consumer expectations from connected cars
1.2 In-car digital services that influence purchase decisions
1.3 Connectivity as automakers' brand differentiators
1.4 Search for a commercially viable business model: Are OEMs really making money?

Chapter 2: Connected Cars Connecting Industries - innovation, disruption and collaboration 23
2.1 Towards ‘open' ecosystem: From value chain to value network
2.2 Role of telcos in connected cars: Got something beyond connectivity?
2.3 Silicon manufacturers' share in connected car
2.4 In-car apps: Taking lessons from smartphone ecosystem
2.5 Battle for in-dash supremacy-OEMs vs. Apple-Google

Chapter 3: Connected services in developed vs. developing Economies 47
3.1 Market overview of connected cars per geography - North America, Europe, India, China, Russia, Brazil, ANZ

Chapter 4: Connected cars meet the IoT 58
4.1 Solving the "Built-in vs. Brought-In" conundrum
4.2 The battle for OBD-II supremacy: Hotspot for start-ups
4.3 Connected cars converges with smart watches
4.4 Automotive players dive into "deep" learning: AI, machine learning and more

Chapter 5: Regulatory landscape for Internet of Cars - is legislation the answer? 77
5.1 The Pan-European eCall Mandate
5.2 The Russian ERA GLONASS
5.3 The Brazilian CONTRAN 245 legislation on Stolen Vehicle Recovery

Chapter 6: Connected car market challenges - a bumpy road ahead 89
6.1 Future-proofing connected cars: Redefining software recalls
6.2 Connected car cybersecurity: Making an impenetrable car
6.3 Search for an appropriate pricing model: Think beyond subscriptions
6.4 Making sense of big data: Who owns it?
6.5 The missing link in connected car value chain: Auto Dealerships

Chapter 7: Conclusive core statements 113

Chapter 8: Strategic recommendations 115

Chapter 9: Strategic company analysis 118
Airbiquity 118
AT&T 121
Audi 124
AUPEO 127
BMW 130
Bosch 133
Continental 137
Daimler 141
Delphi Automotive 144
Elektrobit Automotive 147
Fiat-Chrysler Automobiles (FCA) 150
Ford Motor Company 153
General Motors 156
Harman International 159
Hyundai 162
INRIX 165
Jaguar Land Rover 168
Jasper Wireless 171
Mojio 173
NVIDIA 176
NXP Semiconductors 179
Parrot Automotive 182
QNX Software Systems 186
SiriusXM 189
Tesla Motors 192
TomTom (Tom2) 195
Verizon Telematics 199
Visteon Corporation 202
Vodafone 205
Volkswagen 208
Appendix 211
Table of recent announcements and trials . 211
Table of recent mergers and acquisitions 213
List of contributors . 215
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