1. Automotive EMEAR in 2015
Current Trends and a road map to the future for the
auto industry in EMEAR
Michael Klemen
Vienna March 2015
Member of the Board BMOE
2. Germany
3,0
France
1,9
UK
2,0
Italy
1,4
SPIG
0,8
AT CH
0,7
Benelux
1,0
Nordic
0,8
New EU
0,6
Mio Cars 1 2 3 4
20 Year low 20 Year highEuropean Registration
Variance 1991-2013
Peak and Low End marks
2012
2012
2012
2012
2012
2012
2012
2012
2012
2013
Source: Eurostat, ACEA, CISCO EBG, Jan2014
New EU= Bulgaria, Czech Republic, Estonia, Hungary, Latvia,
Lithuania, Poland, Romania, Slovakia, Slovenia / SPIG= Spain,
Portugal, reland, Greece / Benelux= Belgium, Netherlands,
Luxemburg / Nordic = Sweden, Denmark, Norway , Finland / AU
CH= Austria, Switzerland
3.
4.
5.
6. Benefit / Years
to mainstream
Less than 2
years
2 to 5 years 5 to 10 years More than 10 years
Transformational • Cloud Computing
• Vehicle information Hub
• Autonomus Vehicles
• Internet of Things
• Vehicle-to-Vehicle Communications
• Virtual Personal Assitants
• Vehicle-to-Infrastructure
Communications
High • Gesture Control
• Mobile Device Integration into
Cars
• NFC
• Remote Diagnostics
• Augmented Reality
• Automotive HMI Technologies
• Car-Sharing Services
• Consumer Telematics
• Context Brokers
• Embedded Software and Electronics Design
• HTML5
• Individual Mobility Services
• Open Automotive Alliance
• Over-the-Air Software Updates
• Real-Time Parking
• Electric Vehicles
• Electro Mobility
• Hydrogen Fuell Cell Vehicles
• In-Vehicle Ethernet
• Public Telematics and
Intelligent Transportation
Systems
Moderate • Bluetooth in Automotive
• Commercial Telematics
• Navigation Solutions
• Satellite Digital Radio
• Automobile eCall
• Automotive Speech Recognition
• Fleet Vehicle Tracking
• Genivi Alliance
• Internet Radio
• Traffic Data Services
• Wi-Fi in Car
• Advanced Driver Assistance Systems
• Car Connectivity Consortium
• Eye-tracking automotive
• Haptics in Automotive
• Head up displays
• Hybrid electric vehicles
• In-vehicle Occupants Health Monitoring
• LBS in Automotive
• Mobile Advertising
• Mood Recognition
• Usage-based Insurance Solutions
• Electric Vehicle Charging
Infrastructure
Low • Terrestrial Digital Radio
10. Emerging markets.
• What’s the strategy for China as annual sales there increase to 30 million vehicles a year by
2020 and its aftermarket blossoms?
• How to respond if competition in China becomes too intense?
• Which other emerging markets demand the focus now?
Demand constraints.
• To what extent do our future growth plans incorporate the shifting attitudes of younger
consumers toward car ownership, the impact of rapid urbanization, and efforts to fight
congestion and other regulatory trends that could constrain demand?
Ownership models.
• How could developments such as car sharing change who purchases our vehicles, how they
are used, and when people and organizations buy them?
Source: McKinsey 2015
11. Competencies and distinctions.
• What’s the plan for sourcing the digital talent they need?
• How can they ensure that the soul of the car, as reflected in our brand, endures—even as
theofferings become more digital and more autonomous?
Connectivity.
• What value can they contribute and capture in an environment of increasingly networked
mobility?
• What killer applications are needed and can be delivered to meet growing demand for
integrated transportation, active safety, and seamless communication?
Mandated standards.
• What technology portfolio (engines, energy sources, and lightweight materials) will best
address increasingly stringent emissions and fuel-economy requirements around the world—
and still keep customers in different segments and geographies happy? Source: McKinsey 2015
12. Engaging the public.
• As the scope of regulation expands beyond well to wheels and as debates about congestion,
pollution, carbon emissions,and safety intensify, how can they contribute to or manage the
dialogue?
• How can they best ensure a fair hearing for the social and economic benefits of mobility and
an equitable distribution of regulatory burdens across the value chain?
Source: McKinsey 2015
29. • The global connected car market will grow, but overall car life cycle revenues are
expected to remain stable.
• Connectivity may trigger a significant redistribution of all major automotive revenue pools
except car operations.
• The human-machine interface, car condition data, and dynamic real-time geoinformation
will become the key control points in the redistribution of profits.
• Car connectivity will require fundamental changes to some of the core processes of
automotive OEMs as well as new partnerships.
• After 2020, (semi)autonomous driving will trigger the next wave of disruption with
profound impact on the automotive industry.
• In general, these developments in the field of connectivity hold true on a global level;
however, we also see significant regional differences in terms of customer needs and
concerns. Source: McKinsey 2015
