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。

As options for electric vehicles expand, similarities and differences are arising between the China, US, and EU markets.

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?

To tackle it, you need a systems solution. WeaveGrid’s Apoorv Bhargava and BCG’s Thomas Baker talk about optimizing the grid for renewables, across industries.

Charging an electric vehicle takes more time than fueling a car. An innovative BCG simulation identified key factors that will help drivers make the switch to an EV.

In an incredibly dynamic market, Kevin Clark, CEO of Aptiv, explains how the company is using technology to improve safety and efficiency while also creating solutions for its customers.

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

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

Autonomous vehicles are on the move in several US cities. BCG’s Brian Collie reflects on two major CES announcements and the transformative potential of this technology.

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.

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.

Every automaker is preparing for the full transformation to electric, connected cars. Are their operating models, talent pools, ways of working, and corporate culture ready?

Years of challenges with more on the horizon means suppliers must find ways to manage costs and reimagine their business. BCG’s Brian Collie explains how.

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.

To boost their resilience to supply chain disruptions, auto companies need new methods to anticipate and mitigate risks across the supplier spectrum.

Industry alone can’t solve the challenges. US government action is needed as well.

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.

The next generation of vehicles will increasingly be defined by their software. The implications for every player in the auto value chain are enormous.

Negotiating the price of a product can be uncomfortable. Andrej Levin shows how advancements in AI could help companies across industries set optimal fixed prices, making bargaining a thing of the past.

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.

BCG and Kodiak Robotics have developed an interactive tool to identify routes that can help optimize the expansion—and benefits—of autonomous trucking.

BMW has launched a major transformation initiative, leveraging GenAI to streamline procurement tasks, rethink processes, and improve supplier interactions. As an extension of our existing partnership around AI, BCG and BMW are now partnering with AWS, BCG X, and BCG Platinion to ensure a secure, scalable integration of GenAI.

BMW's Global Head of Brand and Product Management explains how the right organizational processes and platforms can help companies maximize the value of GenAI tools.

Commercial excellence is a critical yet undermanaged lever for value creation and financial performance in the machinery and automation sector.

Instead of replacing traditional AI, GenAI offers complementary use cases for assistance, recommendations, and autonomy that pave the way to the factory of the future.