6
C) OEMs shift focus and further reduce their share
of the value chain
OUTLOOK
OEMs CHANGE FOCUS
In order to differentiate themselves,
OEMs are forced to focus more on
customer-centricity and less on car
manufacturing.
Reduced OEM presence in the
production value chain creates
opportunities for suppliers, but
also entails serious challenges such
as the need for dedicated process
and software know-how.
Customer experience and valueadding
services replace traditional
performance parameters (such as
engine power) due to a reduced
focus on driving itself and a greater
focus on comfort while spending
time in the car.
PAST SHARE OF VALUE CHAIN
FUTURE SHARE OF VALUE CHAIN
CAR BODY ENGINE DRIVETRAIN CHASSIS INTERIOR ELECTRONICS
2005
Suppliers
2020
OEMs
2005 2020 2005 2020 2005 2020 2005 2020 2005 2020
EXAMPLES OF VALUE-ADDING SERVICES WITH POTENTIAL TO REPLACE TRADITIONAL PERFORMANCE PARAMETERS
Driver health services
Payment solutions
Online car sales/customization
Infotainment
Parking
Connectivity
Cloud-based services
Navigation
Remote maintenance
Source: goetzpartners analysis