技术正在彻底重塑汽车经济

Digital technologies and AI are poised to increasethe efficiency of automotive processes by 30%. By Björn Noack, Pedro Correa, Eric Zayer, Dominik Foucar,and Niclas Vieten Technology Is Radically Reshaping Auto Economics At a Glance Three-fourths of automotive industry managers expect significant cost improvement `Digital collaboration between OEMs and suppliers already has begun to slash vehicledevelopment times by more than 40%, a Bain survey shows. More than 80% of industry managers expect AI to dynamically reconfigure production Most industry managers surveyed said they expect a shift to fabless production, similar Squeezing costs has long been crucial to staying competitive in the automotive industry. But advancedtechnologies are about to transform the rules of the game. In a recent Bain & Company survey, most autoindustry managers said they believe new technologies will usher in efficiency gains of 10% in three years Technology Is Radically Reshaping Auto Economics Eighty percent of auto industry managers believe AI will generate and optimize vehicle concepts withinthe next decade, according to our survey. More than 80% expect AI simulations to dynamically reconfigureproduction plans in real time. And more than two-thirds of those surveyed envision production powered The winners in this shifting landscape will be companies that can quickly scale new digital technologiesand AI while optimizing their core processes and operating model. A handful of leading automakers arestarting that critical shift with selected use cases and are rethinking how value is created across the Many original equipment manufacturers (OEMs) and suppliers have set up pilot projects, but most arestruggling to get beyond experimentation. In our experience, these efforts stall due to fragmented data,unclear return on investment, and organizational inertia. Few companies have embedded advanced Technology Is Radically Reshaping Auto Economics The opportunity Rapid development.One of the biggest technology-led breakthroughs will be a faster, smarterdevelopment process. Digital collaboration between OEMs and suppliers already has begun to slashvehicle development times by more than 40%, transforming how new vehicles come to life. Leaders nowaim for 24 months to market, and development times are likely to shrink further. Those efficiency gains Automation.Leading companies are harnessing artificial intelligence in indirect functions to makecritical decisions, from shaping vehicle concepts to adjusting factory schedules and sourcing strategiesin real time. On the factory floor, automation is steadily advancing, with another leap expected as Outsourced manufacturing.Many automakers are reimagining the factory itself, including a shiftto an outsourced production model. More than 80% of those surveyed said they expect a shift to Technology Is Radically Reshaping Auto Economics Under this model, OEMs would design their products, focusing on customer experience and brandmanagement, while delegating operations to external partners, who would take on the capital-heavymanufacturing. If companies choose this path, it will mark a major departure from the vertically Commercial wins.Leading OEMs are also applying generative AI tools to commercial activities,with impressive results in marketing and lead generation. These tools include digital sales assistantsfor frontline staff and direct customer engagement. In our survey, four out of five respondents saidgen AI applications exceeded their expectations. Many are finding that they can better understand The challenges Despite technology’s potential to cut costs dramatically, companies continue to cite poor data qualityas the key stumbling block. Many organizations have invested in cloud infrastructure and edgecomputing, but their systems are still fragmented, their data definitions inconsistent, and their And to keep pace, they need to deploy new tools quickly. Auto manufacturers are moving fasterthan suppliers in adopting and scaling advanced technologies. They have more experience identifyinghigh-impact use cases and are more likely to have the data governance needed to support large-scale Beyond technical constraints, mindset is the biggest obstacle to realizing substantial savings. Technicalcapabilities are similar across North America and Europe, for example, but management outlooks differbetween the regions. US leaders expressed greater confidence that digital tools can deliver significant Technology Is Radically Reshaping Auto Economics Figure 4:US auto leaders expect greater savings from tech than their European This difference in mindset and culture—not infrastructure—may prove to be the bigger barrier to broadadoption. Leading OEMs and suppliers are taking bold and decisive steps. Those that stand on the What sets the leading companies apart To harness the power of AI and other digital technologies, organizations must be ready to embed newtools and change the way