View
181
Download
0
Embed Size (px)
Citation preview
Smart mobility - the new automotive landscape 1
CONFIDENTIAL Template Innovation Day 2017 CONFIDENTIAL
Smart mobility,the new automotive landscape
Lieven ClaeysKey Account Manager – Internet of [email protected]
TRACK 4 - SMART INDUSTRIES
Smart mobility - the new automotive landscape 2
CONFIDENTIAL
Smart mobility - the new automotive landscape 3
CONFIDENTIAL
SMART MOBILITY
Emerging innovative technologies Customer preferences
Bring a well established system for decades on the verge of a major transformation
At what speed and in which direction will the transformation take place?Whatever the direction will be, these forces will have the potential to alter the current industry structures, business models, the existing value chain, competitive dynamics and customer value propositions.
Smart mobility - the new automotive landscape 4
CONFIDENTIAL
TWO VISIONS
Incumbent view• Incremental growth to
future.
• Idea that current ecosystem will mostly remains.
• Controlled introduction of advanced technologies but sustain the current model.
Disruptorview• Giant leap towards
fully autonomous cars, on demand.
• No legacy business, no stakes to protect.
• New entrants - Tech Giants - pushing the transformation.
Will private ownership of driver controlled
cars remain more or less unchanged?
Or will we migrate to a driverless system of
shared mobility?
Smart mobility - the new automotive landscape 5
CONFIDENTIAL
TWO VISIONS
Will private ownership of driver controlled
cars remain more or less unchanged?
Or will we migrate to a driverless system of
shared mobility?
Incumbent viewTheir view of the future• Preserve flexibility for
customers• Create value thru
connected car• Scale down advanced
technology from high end vehicles
• Regulations blocking factor
• Challenge of introducing new advanced technology
Believe that they can remain at the center, manage speed and timing of new forces!
DisruptorviewTheir view of the future• Working on radical different
system than today’s personal, driver-controlled cars• No more traffic jams• No more car crashes• No need for large parking lots• Drastic reduction of energy
consumption• High reduction in cost per
km/ml• Smart infrastructure• Easier law enforcement
• Multimodal transportation• Car sharing services
Smart mobility - the new automotive landscape 6
CONFIDENTIAL
FOUR FUTURES
Incrementalchange
Self driving
Car sharing
Accessible autonomy
Auto
nom
ous
ADAS
CON
NEC
TED
CAR
Drive
r
Personal SharedOWNERSHIP
VEH
ICLE
CO
NT
RO
LE
1
2
3
4
Low HighASSET EFFICIENCY
Tech
nolo
gy in
nova
tion
Business model innovation
• Sensor systems• Image processing• Camera technology• 3D rendering• High speed connectivity• R/T processing• Blockchain• AI• Behavior analysis• Cloud• Mobile platforms• Edge computing • AR• Data analytics• V2X
NEW MOBILITY ECOSYSTEM
Source : Graphics, Deloitte University Press, The future of mobility
Smart mobility - the new automotive landscape 7
CONFIDENTIAL
• Private ownership remains.• Privacy, flexibility and convenience are valued.• Very little change in business model.• Incorporating new vehicle lines with advanced
technology (ADAS, ISA, …) but full autonomy ?• Branding & Lifestyle
FOUR FUTURES
Incremental change1
Smart mobility - the new automotive landscape 8
CONFIDENTIAL
EXAMPLES FUTURE 1Incremental change
Incrementalchange
Self driving
Car sharing
Accessible autonomy
1
2
3
4AD
ASCO
NN
ECTE
D C
AR
Connected Car projects
Bike Sensor
Smart mobility - the new automotive landscape 9
CONFIDENTIAL
CLICK TO INSERT SLIDE TITLECONNECTED CAR PROJECTSIncremental change
Smart mobility - the new automotive landscape 10
CONFIDENTIAL
myJINIIncremental change
Smart mobility - the new automotive landscape 11
CONFIDENTIAL
Incremental change
Smart mobility - the new automotive landscape 12
CONFIDENTIAL
• Still private vehicles for convenience & flexibility.• Driverless features (ADAS) first serving safety
and other convenience benefits.• Dawn of new design line of vehicles.
Driverless revolution2
FOUR FUTURES
High customization, Personalization,Tailored cars.
Classic 4-door,Driver-in-front-on-left,Gripping the steering wheel
Smart mobility - the new automotive landscape 13
CONFIDENTIAL
Incrementalchange
Self driving
Car sharing
Accessible autonomy
1
2
3
4AD
ASCO
NN
ECTE
D C
AR IMU
EXAMPLES FUTURE 2
Camera Image
processing
Camera based wheel
alignment
Self driving
Smart mobility - the new automotive landscape 14
CONFIDENTIAL
INNERTIAL MEASUREMENT UNITSelf driving
Central sensing platform for Adaptive Safety SystemsBehavioral monitoring for Insurance companies
Smart mobility - the new automotive landscape 15
CONFIDENTIAL
FOUR FUTURES
• Shift in individual mobility behavior.• Diverse on-demand mobility solutions via the smartphones.• Consumers value convenience of p-2-p transportation
• No hassle with navigating traffic and finding parking space.
• From “one-vehicle fits all” to “solution for each specific purpose”.• Number of cars per family could be reduced.
World of car sharing3
Smart mobility - the new automotive landscape 16
CONFIDENTIAL
Incrementalchange
Self driving
Car sharing
Accessible autonomy
1
2
3
4AD
ASCO
NN
ECTE
D C
AR
EXAMPLES FUTURE 3Car sharing
Smart mobility - the new automotive landscape 17
CONFIDENTIAL
stapp.inCar sharing
Smart mobility - the new automotive landscape 18
CONFIDENTIAL
FOUR FUTURES
• Convergence of both the autonomous and car-sharing trend.• Paradigm shift to mobility as a service, a new mobility experience.• Seamless intermodal transportation – faster, cheaper, cleaner & safer.• Car becomes merely a platform, an accessory to your smartphone.• Tremendous opportunities to monetize new value in-transit.
Accessible autonomy4
Smart mobility - the new automotive landscape 19
CONFIDENTIAL
FOUR FUTURES
The Lillium Jet
Airbus Pop.Up System
Smart mobility - the new automotive landscape 20
CONFIDENTIAL
Incrementalchange
Self driving
Car sharing
Accessible autonomy
1
2
3
4AD
ASCO
NN
ECTE
D C
AR
EXAMPLES FUTURE 4
Smart mobility - the new automotive landscape 21
CONFIDENTIALCONFIDENTIAL
360% verkeerskundig inzicht dankzij het zicht op rotondes en ongeregelde kruispunten
Optimalisatie van de wachttijden aan geregelde kruispunten
Real-time zicht op het verkeervoor de wegbeheerder
Cloud geconnecteerde producten voorverbeterd verkeerskundig inzicht en regeling
Samenwerken voor een betere regeling:Vialis op de concurrentie
Cash flow vanuit een onverwachte hoek:services voor logistieke partijen
Ruimte voor kwaliteitsvol verkeerskundig advies dankzij automatisatie
€
Smart mobility - the new automotive landscape 22
CONFIDENTIAL
–
SCANAUTO CITY DATA STEREAMING (PARKINGSPOT SURVEILLANCE, …)TODAY DRIVER CONTROLLED, TOMORROW AUTONOMOUS.
DIGITALE FIETSSLEUTEL –FIETS MET APP OPENEN MAAKT FIETSDELEN MOGELIJK MET BEPERKTE INFRASTRUCTUUR
TRACEREN WAGENS – BIJ HET BINNENRIJDEN VAN UTRECHT GEKOPPELD AAN AUTOMATISCH BETALINGSSYSTEEM
ADAPTIEVE PARKEERPLAATS –RESERVATIE EN OPTIMALISATIE VAN
PARKEERPLAATSEN VOOR ZWAKKERE GEBRUIKERS
SAFE LIGHTS – STRAATVERLICHTING OP KRITIEKE PUNTEN AFSTELLEN IN FUNCTIE VAN FIETSEND VERKEER. WARNING TO DRIVERS OF APPROACHING BYCICLES.
SLIMME VERKEERSSTURING – ADAPTIEVE REGELING VAN VRI’S TER VERBETERING VAN TRAFFIC-FLOW.
Smart mobility - the new automotive landscape 23
CONFIDENTIAL
EFFECTS ON ESTIMATED COST/KM
Incrementalchange
Self driving
Car sharing
Accessible autonomy
Auto
nom
ous
Drive
r
Personal SharedOWNERSHIP
VEH
ICLE
CO
NT
RO
LE
1
2
3
4
Low HighASSET EFFICIENCY
NEW MOBILITY ECOSYSTEM
~1€
~0,5€ ~0,3€
~0,7€
Source : Graphics, Deloitte University Press, The future of mobility
Smart mobility - the new automotive landscape 24
CONFIDENTIAL
COURSE OF CHANGE
Incrementalchange
Self driving
Car sharing
Accessible autonomy
Auto
nom
ous
ADAS
CON
NEC
TED
CAR
Drive
r
Personal SharedOWNERSHIP
VEH
ICLE
CO
NT
RO
LE
1
2
3
4
Low HighASSET EFFICIENCY
NEW MOBILITY ECOSYSTEM
A
B BB
Smart mobility - the new automotive landscape 25
CONFIDENTIAL
1. Step A – Gradual adoption of sharing assets• From pure personal ownership to sharing assets already under way.• Demand – Supply matching platforms evolving rapidly.• Soon, competition will start to play its role to reduce market prices.• Technologies as ADAS and ISA are being introduced.
2. Step B – Shift to driverless• Acceptance further away than car-sharing
• Technology limitation, • Security• Liability
• Speed of overcome will be key to the adoption of autonomous driving.• Automakers shift from driver-only to driver-assist to autonomous.• Disrupters – like Google – jumping straight to full autonomous.
• Also, shift from 3 to 4 due to economic incentive to reduce THE biggest cost factor in ride-sharing being the driver.
COURSE OF CHANGE ?
Smart mobility - the new automotive landscape 26
CONFIDENTIAL
NEW COMPETITION AND COOPERATION
OEM
OEM
OEM
Tier 1
Tier 1 Tier 1
Established OEM
OEMs compete with each other
Established suppliers
OEM
Tier 1
Established OEM
Established suppliers Mobility Providers
Emerging OEM
Tech giants
Tier 0.5
Tier 1OEM
OEM
SoftwareSuppliers
New OEMsBYD
Specialty OEMTesla
Car SharingZipCar
Lyft
OEMs compete in a complex market space
Content-providers
NetflixSpotify
Telco’sAT&T
VerizonEricsson
Consumer Electronics
Apple
Source : Graphics, McKinsey&Company, Automotive revolution, Jan ‘16
Smart mobility - the new automotive landscape 27
CONFIDENTIAL
ProductionProduct
development(SW)
Product development
(HW)Service
NEW MOBILITY VALUE CHAIN
Design
Established players
STEP ALONG THE MOBILITY VALUE CHAIN
Sales
Specialty emergingplayers
Tech Giants& new entrants
Mobility Providers
Tier 0.5 systemintegrator
New entrants are more focused in their product offering and activities along the value chain and attractive market segments and may expand from there.
Due to this transformational disruption of the value chain: there is a call for action to decide “where to play” and “how to win”.
Focu
sed
Smart mobility - the new automotive landscape 28
CONFIDENTIAL
1. The new mobility ecosystem could spark a “virtual” value chain by capturing, aggregating and analyzing mobility-related data.
• Provide end-to-end mobility services• Manage the mobility network• Create and manage in-vehicle experience (content, in-vehicle services)• Capture, analyze and monetize predictions of where people travel,
routes they take and what they do along the route.
2. Opportunity for infrastructure enablers• Provide safe & efficient movement with physical, energy and digital infrastructure.
• Smart tolling, traffic flow mgmt., seamless connectivity, …
• Network security
HOW COULD THE FUTURE LOOK LIKE ?
Smart mobility - the new automotive landscape 29
CONFIDENTIAL
3. Effects will extend beyond just automotive industry
HOW COULD THE FUTURE LOOK LIKE ?
Automotive manufacturersGain complete new capabilities to build new customized products, define new manufacturing techniques (3D) and adapt supply chain.
Technology firmdriving much of the transformation, toppling existing structures. The vehicle is just another platform in the multi-device world. In highly advantage position to capture information and new value
InsurersAddition from personal liability to system-failure insurance.
GovernmentErosion in tax income due to reduction in fuel, vehicles sales, speeding. Shift to tax based on movement.
RetailIncrease in sales due to new mobility platform integration and home delivery options.
EnergyLower fossil fuel energy consumption from improved vehicle efficiency & lighter materials.
MediaIncrease in consumption of multimedia and information due to time not driving.
TelecomTremendous additional bandwidth requirements to meet demand for connectivity and reliability.
Smart mobility - the new automotive landscape 30
CONFIDENTIAL
RetailRailroad
Office
Road
Home
Bike Paths
FUTURE MOBILITY ECOSYSTEM
Customer relationsUser control
Data collectionPredictive analysis
Content creationIn-vehicle services
Predictive content analysis
TollingCongestion pricingFlow management
Parking management
Supply-demandSmart consumption
Battery lifecycle mgmt
Car and Pod OEMParts
Autonomous drive HW & SW
Mobility Management In-transit vehicle experience Fleet operators
Infrastructure Vehicles
Digital infrastructure Connectivity – Security & Privacy – OS
Energy
Vehicle trackingFinancing & Insurance
Operations
Source : Graphics, Deloitte University Press, Tomorrow’s mobility ecosystem
Smart mobility - the new automotive landscape 31
CONFIDENTIAL
1. If we talk about industry transformation, the automotive industry will surely be impacted heavily.
2. All aspects of current human-driven, personally owned car will be challenged.
3. The emerge of non-traditional revenue channels, ownership of the mobility value chain has the potential for disruption.
4. Value propositions will evolve from “hardware provider” to “integrated mobility service provider” – differentiation realized through digital end-to-end user experience.
5. Incumbents and disrupters will need each other to make up the new ecosystem.
TAKE AWAYS
Smart mobility - the new automotive landscape 32
CONFIDENTIAL
Thank you
Lieven ClaeysKey Account Manager – Internet of Things
M +32 478 887 792
in/lievenclaeys
Smart mobility - the new automotive landscape 33
CONFIDENTIAL
Innovation Day is an initiative of Masters in Innovation, the umbrella brand of the Verhaert Group which aims to connect, train and accelerate professional innovators.
KruibekeBelgiumHogenakkerhoekstraat 21B-9150 KruibekeT +32 3 250 19 00E [email protected]
www.verhaert.com
NivellesBelgium
NoordwijkNetherlands
Av. Robert Schuman 102B-1400 NivellesT +32 67 47 57 10E [email protected]
www.lambda-x.com
Kapteynstraat 12201 BB NoordwijkT +31 71 760 05 50E [email protected]
connect.verhaert.com
INDUSTRY
TECHXFER
MEDICAL
AEROSPACE
TECHXFER
FMCGCONNECT
TECHXFER
FMCGCONNECT
MEDICAL
AveiroPortugalAv. Dr. LourençoPeixinho 96D 4o3800-159 AveiroT +351 234 604 088E [email protected]
www.load-interactive.com
CONNECT
GentbruggeBelgiumBruiloftstraat 55-57B-9050 GentbruggeT +32 9 330 27 90E [email protected]
www.moebiusdesign.com
ON SITE CONSULTANCY