Specialist
Former divisional leader at Renault-Nissan-Mitsubishi Alliance
Agenda
- Automotive OEMs’ (original equipment manufacturers') technological prioritisation across offerings – integration challenges and customer adoption rates
- Which mass market OEMs have the best technology and why?
- Insourcing vs outsourcing – benefits and drawbacks
- Technology monetisation scope and margins
Questions
1.
Could you outline the top 3-5 trends in terms of technology or software roll-out across the automotive mass-market OEMs [original equipment manufacturers]?
2.
What do you consider to be the key challenges associated with this shift towards building software-first vehicles, particularly for the legacy mass-market OEMs?
3.
You commented on tier 1s and OEMs. What does this mean in terms of value creation for tier 1s in the long term, with this shift where OEMs are developing the software rather than tier 1s developing the software?
4.
What additional value can be offered by OEMs? How do you envisage that relationship changing or what can the OEMs offer to the tier 1s in order to entice them to give up their software?
5.
You commented on a simplification that’s required to better integrate technology, and we’re hearing about this from the OEMs as well in moving towards a central architecture. What manufacturing simplification do you think is required as we shift to EVs to better integrate and facilitate software?
6.
If we start with over-the-air updates, what sort of timeline do you attach towards seeing a successful implementation of over-the-air updates for some of the legacy OEMs, such as major players Volkswagen, Renault and Stellantis Group?
7.
We’re hearing a lot about the chip shortage, which has huge ramifications for the software roll-out more broadly. How do you think about the chip-shortage implications in terms of the impact on technology and software roll-out?
8.
How do you think about the Russia-Ukraine situation and how this could potentially impact the roll-out of technology and software?
9.
We’re seeing a mix in terms of some OEMs insourcing software and technology, and then other OEMs outsourcing those capabilities. How do you think about the key benefits of insourcing vs outsourcing and then vice versa for outsourcing vs insourcing?
10.
Is there any input from customers in terms of preferring outsourced technology vs insourced technology?
11.
We’ve spoken about different parts of the tech and software roll-out, but which parts of this roll-out have the highest monetisation opportunity?
12.
Over-the-air updates is something that Volkswagen has spoken about as being a key monetisation opportunity. How do you think about that? What is the key opportunity in terms of OTA updates and monetising those?
13.
I think Volkswagen has spoken about a triple-digit-million sales opportunity with regards to OTA upgrades. What is your take in terms of the scale of the monetisation opportunity?
14.
You mentioned challenges with regards to Volkswagen’s software-first launch or just the roll-out more broadly. What do you think is driving these challenges for Volkswagen?
15.
How do you think the mass-market OEMs can approach the talent issue? It seems to be core to the roll-out.
16.
What sort of acquisitions do you think we could see here from some of the legacy OEMs such as Volkswagen, Stellantis or some of the US players such as GM?
17.
Do you have any final thoughts around what sort of margin contribution could be expected from software development?
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