德勤：2025一方崛起多方衰落：汽车行业“大清算”研究报告（英文版）（26页）.pdf

1、The rise of one,the fall of manyThe Great Automotive ReckoningMay 2025The Great Automotive Reckoning|One giant rises,many titans fallContentsThe Great Automotive Reckoning 3A tale of two spirals5Hypothesis 1Scale and scope economies are creating haves and have-nots6Hypothesis 2The haves are transfor

2、ming the car into a consumable product 12Hypothesis 3The car is becoming a symbol of a new consumption lifestyle18The rise of one,the fall of many22Contact us25The rise of one,the fall of many|The Great Automotive ReckoningThe Great Automotive ReckoningThe automotive sector is on the brink of a brut

3、al reckoning,and not all its players will survive3First,scale and scope economies have become the ultimate competitive advantage.Wielding shared architectures and centralised supply chains,challenger automakers are unleashing cost efficiencies and continuous innovation that have enabled them to comp

4、ress platform cycles from what used to be eight to 10 years to a matter of mere months.With every one of their iterations introducing core technological improvements to hardware and software,legacy automakers,trapped in their complex supply networks and rigid engineering processes,are falling furthe

5、r behind.This is creating a deep divide between the haves challenger automakers adept at harnessing speed,cost,and innovation and the have-nots,the legacy automakers clinging to an outdated model that no longer works.Second,the automobile is becoming a consumable product.The haves are driving prices

6、 to the floor whileFuelled by aggressive scale and scope economies and the relentless ability to outpace and outprice the competition,a single dominant force is rising in automotive markets across the world.Meanwhile,the sectors legacy automakers,once untouchable,are staring down an extinction event