Fujimoto & Zhou@CEIBS Auto Forum 2025 20251205 Final.pdf

1、SDV-EV Industrial Competition and International AlliancesCapability-Architecture-Performance(CAP)Approach Dec.5 2025Takahiro FujimotoProfessor,Waseda university,Emeritus professor,Tokyo universityPin(Peter)ZhouCo-Chairman,Automotive Industry Alumni Association(AIAA)Executive Vice President,CEIBS Alu

2、mni Auto Association(CAAA)19thCEIBS Auto Forum,ShanghaiThe industrial phenomenon that should be explained:Rapid expansion of Chinas BEV+PHEV market after 2020Tesla Shanghai FactoryGovernment Supports to BEVRapid Growth of SDV-EV DemandChinaChinaChinaChinaChinaBEVPHEV3Takahiro Fujimoto&Pin Zhou 19thC

3、EIBS Auto Forum,Shanghai5 Dec 2025Questions(and Answer)Q1 Why did German and Japanese automakers,with design-based comparative advantage in high-performance automobile hardware,lagged behind their US(e.g.,Tesla)and Chinese rivals in developing SDV-EV?(A1:Design-based comparative disadvantage in modu

4、lar application software)Q2 How could Chinese EV specialists quickly establish its software-hardware integration of SDV-EV?(A2:Design-based comparative advantage in modular application software)Q3 How can German and Japanese automakers quickly catch up with the US and Chinese rivals for developing S

5、DV with multiple powertrains(EV,HEV,ICE,etc.)?(A3:International inter-firm alliance for in-car&out-car software integration)4Takahiro Fujimoto&Pin Zhou 19thCEIBS Auto Forum,Shanghai5 Dec 2025Manufacturing(monozukuri)Capability（local concentration）Product-ProcessArchitecture(Selected by Products）Comp

6、arative Advantage ofDesign SitesFit？Capability-Building EnvironmentCustomer or MarketRequirementsConstraints imposed by SocietyDecisions and Behaviors of Designers Other Environmental Factors,and ChancesCapability-Building CompetitionCapability-Building CapabilityConstraints imposed by TechnologyCap