Connected and Automated Vehicles as Part of the IoT – Opportunities, Challenges and Implications for the Industry

摘要

With the emerging trends of MADE (new mobility concepts, autonomy, digitization,electrification) vehicles become connected and automated - they become a part of theInternet of Things (IoT). The way vehicles are being used changes - as well as the waythey are being designed. Software-based functionality is crucial. More and more,OEMs therefore define software as key competence, with significant impact on the E/Esupplier business.To better manage complexity, and to enable SW-HW-abstraction and software-upgradesover lifetime, leading OEMs introduce new E/E architectures based on highperformancecomputing platforms and a service-oriented software architecture. Theseparation of hardware and software allows them to buy software without hardware -as a product, a license, or a development service. The "naked" hardware can also beeasier calculated, potentially decreasing cost of and therefore increasing price pressurefor "hardware only" supply.To reap these benefits, OEMs need to transform organization and processes – implementingIP-Management, software purchasing and software factories - first OEMs arealready starting to do so, others will have to follow.Suppliers hence need to adopt their strategies and change their business model beyondselling hardware and software as a bundle. Ideally, a supplier can create a marketfor Software-as-a-Product, proactively defining a superior value preposition and buildingentry barriers for slower ones that follow late.