Passenger Vehicle OEM Strategies for Automotive Operating Systems

Description

OEMs to Rely on Tier Suppliers' Embedded Hardware and Software Solutions Until Capable of Delivering In-house Standardized OS for Future Software-defined Vehicles

The automotive industry is undergoing a major transition and redefining the vehicle development process. To include numerous technologies tied to the concept of connected, autonomous, shared, and electric (CASE) mobility, OEMs have chosen to adopt the software-defined vehicle (SDV) development approach. With the SDV approach, OEMs extend features and function that they can update throughout the vehicle life cycle, which provides opportunities for recurring and sustainable revenue.

To achieve an SDV, OEM are redesigning vehicle electrical/electronic (EE) architecture by consolidating functions in domains and zones. They are making huge investments in software development, and specifically in a base software platform, that will enable them to extend software-driven features and functions called the vehicle operating system (OS).

Key Issues Addressed:

What is a vehicle OS, and how are OEMs defining it?
What are the OEMs’ strategies in developing vehicle OSs?
What are the key trends in the vehicle OS market?
What challenges are OEMs facing in OS development?
How will the Tier I suppliers’ role change in the value chain?
What are the top growth opportunities in this market?

Product Code: MGEF-46

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Vehicle Operating System (OS) Industry
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

Scope of Analysis
Growth Drivers
Growth Restraints
Key Trends in the Vehicle OS Market
What is an OS?
Evolution of Vehicle OSs
Future Vehicle OSs: Definition and Key Functions
High-level Generic Vehicle OS Architecture
Types of Vehicle OSs
Vehicle OS Sourcing Strategies
OEMs' Challenges in SW Platform Development
Change of Tier I Suppliers' Role in the Value Chain
Vehicle OS Ecosystem

OEM OS Development Strategies

CARIAD VW.OS
Hyundai Connected Car OS (ccOS)
Toyota Arene OS
MB.OS
Nio
Tesla
Ford
GM Ultifi
BMW Neue Klasse
Typical OEM.OS Strategies
Key Insights from OEM.OS Strategies

OEM OS Activity

OEM.OS Strategy Benchmarking
OEM Benchmarking

Open Source Software and Consortia

AAOS
OEMs Adopting AAOS
AUTOSAR and AGL
Cooperative Approach to OS and SW Development

OS Solution Developers

Blackberry
Elektrobit
Red Hat
Green Hills Software
Wind River
Vector Informatik
OS Solution Benchmarking

Growth Opportunity Universe

Growth Opportunity 1: SDVs Opening New Avenues for Repeatable Revenue Generation
Growth Opportunity 2: Collaboration between OEMs and SW Companies for OS Development
Growth Opportunity 3: Cloud Computing and Functional Virtualization will Open Opportunities for Cloud Technology Developers
The Last Word

Next Steps

Your Next Steps
Why Frost, Why Now?
List of Exhibits
Legal Disclaimer