自動車・モビリティ業界　最近の論考

不確実性の高い時代、企業リーダーにとって、世界的な潮流を読み取ることは自社の戦略の方向性を定めるうえで欠かせません。本書は、今後10年先の事業環境を見据え、2025年時点で優先的に検討すべきとBCGが考える経営上の重要論点を提示しています。

ICEVからBEVへの転換は、自動車メーカーやサプライヤーの経営、そして自動車産業の雇用形態に影響を与えます。BCGは、特に労働力のシフトに焦点を当てながら、エレクトロモビリティが自動車生産にもたらす変化を考察しました。

The move to autonomous vehicles—part of the broader shift to software-defined vehicles—has profound implications not just for the automobile industry but also for society. Developing these technologies effectively and responsibly requires collaboration across the value chain and beyond.

As governments increasingly assert export control over digital products, compliance design has become integral to a company’s product and business strategy—and can create a competitive edge.

Beyond technical implementation, success hinges on design choices that promote adoption, thoughtful process reengineering, and an unwavering focus on savings targets.

As vehicles become “computers on wheels,” key insights about the rapidly changing market landscape point to the need for greater collaboration among industry players.

As cars steadily become software-defined vehicles (SDVs), automotive and technology companies must develop their partnering super skills to drive innovation and industry profits.

Congestion, accidents, emissions, and other challenges require cities to develop holistic mobility alternatives that will shift travel from private transport to public and active modalities.

Can the next wave of European luxury consumers turn the market for battery electric vehicles around? We look at the preferences and influence of this growing consumer segment.

More than two-thirds of US consumers are considering buying an electric vehicle. Can OEMs meet their price and performance needs while still making a profit?

The market for many auto components is stagnating. OPmobility’s Augustin Tuaillon and BCG’s Thomas Weber say maintaining an always-on strategy is key.

A new tech stack is taking shape in the auto industry. Tier one suppliers that are still trying to determine where to play risk being crowded out.

The €64 billion aftermarket auto parts business in Europe faces challenges that will alter dynamics and threaten revenue and profits. We outline the findings of our research.

While automotive companies spend billions to radically change their vehicles’ look, feel, propulsion, and features, the car buying experience remains burdensome and dissatisfying to consumers.

The car selling model has remained unchanged for decades. But as the industry evolves, is the model about to change for good?

Despite having a positive effect on the medium- and heavy-duty truck sector overall, the clean-energy transition will disrupt business models and employment, requiring suppliers, OEMs, and other players to prepare for change now.

Electrification of commercial road transport is still nascent, but switching to the fast lane. We explore what this electric transformation might look like in the future, using Australia as an example.

Manufacturers need to optimize for increased productivity, improved sustainability, greater resilience, and a stronger workforce. How can they harness the latest technologies to realize these goals?

Global market dynamics are shifting rapidly, and the structure of the auto industry is likely to experience fundamental changes.

Five strategies automakers can deploy to lower manufacturing costs and tap into a profitable European market for smaller electric vehicles.

The way consumers buy automobiles has changed radically since the Mad Men era, but not automakers’ marketing. This shift calls for a faster, data-driven approach.

The European automotive industry has been a critical force in the continent’s economy and industrial success for decades, but now the traditional sources of the auto industry’s strength are threatened.