Strategic Analysis of Nontraditional Players in Automotive

Description

Emerging Competitors Identify Future Growth Potential by Establishing Themselves as End-to-end Electric Vehicle Solution Providers through an Ecosystem-based Approach

The automotive industry is undergoing a transformation as CASE technologies increasingly influence its future and diverging markets open opportunities for new players along the value chain. A shift in mindset from automotive to mobility is certainly forcing traditional car manufacturers to compete with new entrants on multiple fronts. Mobility providers (e.g., Ola), tech giants (e.g., Baidu, Apple), eCommerce giants (e.g., Amazon, Alibaba), and many others are entering the automotive market, making it complex, competitive, and fragmented. The end goal of these players is to gain a significant position in the automotive value chain while exploring various business models and expanding in this economically attractive segment.

Research Highlights:

This study provides the following:

Strategic overview of nontraditional players entering the automotive industry, analysis of their car-building capabilities, and exploration of their diversification strategies, focusing on corporate, CASE, manufacturing, and sales

Overview of nontraditional players' product portfolios, growth strategies, product planning, platform development, and positioning

Go-to-market strategies for nontraditional players with analysis of their initiatives and partnerships in the automotive industry

Exploration of synergies among nontraditional players and their vision in the overall automotive industry and mobility ecosystem

Discussion of drivers and restraints for these companies in the automotive industry

Analysis of nontraditional players' business models

Key Issues Addressed:

Who are the nontraditional players entering the electric vehicle (EV) space? Why are they entering the automotive market?

What are their capabilities, and how are they placed in the EV market?

What are nontraditional players' strengths and opportunities in the automotive market?

What are these companies' business models and go-to-market strategies?

What is the long-term vision for these nontraditional companies in the automotive market?

Product Code: PCF9-44

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on Nontraditional Players in the Automotive Industry
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

Scope of Analysis
Questions this Study will Answer
Growth Drivers
Growth Restraints

Overview of Non-traditional Market Entrants

Trends Driving Nontraditional Players into the Automotive Industry
Nontraditional Players: Overview
Competitor Benchmarking: Shared Mobility
Competitor Benchmarking: Electronics
Competitor Benchmarking: eCommerce
Competitor Benchmarking: Technology

Company Profile: Sony Group

Sony Group: Overview
Core Capabilities and Existing Business Segments
Existing Products Catering to Automotive
Business Segments and Probable Automotive Products
Business Segments and Probable Automotive Products (continued)
Activities Related to Vehicle Development
Sony's Mobility Playbook
Sony Mobility Inc: Mobile to Mobility
Sony Vision-S: The eMobility Platform
Capability Analysis: Blueprint to Build a Car
Go-to-market Strategy
Takeaways

Company Profile: Baidu

Baidu: Overview
Core Capabilities and Existing Business Segments
Existing Products Catering to Automotive
Business Segments and Probable Automotive Products
Baidu: Apollo's Autonomous Driving Tech Supplier
Apollo Go: Baidu's Autonomous Mobility Service
Apollo Ace: Baidu Services and Products to Power the Intelligent Transportation Ecosystem
Baidu's Mobility Playbook
Activities Related to Vehicle Development
Jidu Automotive: Baidu's EV Brand
Capability Analysis: Blueprint to Build a Car
Go-to-market Strategy
Takeaways

Company Profile: Foxconn

Foxconn: Overview
Core Capabilities and Existing Business Segments
Business Segments and Probable Automotive Products
Mobility Initiatives and Possible Mobility Entry Points
Activities Related to Vehicle Development
Announced Partnerships and Products in Mobility
Foxconn's Mobility Playbook
Foxtron: Foxconn's EV Venture
Capability Analysis: Blueprint to Build a Car
Go-to-market Strategy
Takeaways

Company Profile: Alibaba Group

Alibaba Group: Overview
Core Capabilities and Business Segments
Existing Solutions and Probable Automotive Products
Alibaba Cloud Service for Automotive
Existing Products Catering Automotive
Banma Technology for Connected Vehicle Ecosystems
Activities Related to Vehicle Development
Alibaba's Mobility Playbook
IM Motors (Zhiji Motors): Alibaba's EV Brand
Capability Analysis: Blueprint to Build a Car
Go-to-market Strategy
Takeaways

Company Profile: Ola

Ola: Overview
Core Capabilities and Business Segments
Business Segments and Probable Automotive Products
Activities Related to Vehicle Development
Ola Electric: e2Ws
Ola Electric: Passenger Vehicle
Ola Electric: EV Battery Initiatives
Capability Analysis: Blueprint to Build a Car
Go-to-market Strategy
Takeaways

Company Profile: Xiaomi

Xiaomi: Overview
Core Capabilities and Business Segments
Business Segments and Probable Automotive Products
Xiaomi: Activities Related to Vehicle Development
Xiaomi Auto
Capability Analysis: Blueprint to Build a Car
Go-to-market Strategy
Takeaways

Possible Entrants: Apple and Huawei

Apple: The Rumored Automotive Journey
Apple: Granted Automotive-related Patents
Apple's Automotive Team and Recent Developments
Apple Automotive-related Developments
Apple in Automotive: Frost & Sullivan Perspective
Huawei: Activities Related to Automotive
Huawei: Automotive Solutions and Services
Huawei In Automotive: Principal Findings

Key Findings, Conclusions, and Future Outlook

Benchmarking Market Entry Strategies
Benchmarking Vehicle Development Strategies
Business Model: EV Development
Business Model: EV Development (continued)
Capability Analysis of Nontraditional OEMs
Takeaways

Growth Opportunity Universe

Growth Opportunity 1: Focus on Developing an Ecosystem of Services
Growth Opportunity 1: Focus on Developing an Ecosystem of Services (continued)
Growth Opportunity 2: Surviving through Partnerships and Knowledge Sharing
Growth Opportunity 2: Surviving through Partnerships and Knowledge Sharing (continued)
Growth Opportunity 3: Business Diversification and New Business Models
Growth Opportunity 3: Business Diversification and New Business Models (continued)

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