Roland Berger: Automotive 4.0 – Threat or opportunity for incumbents?
A self-driving Google car will soon commence testing on public roads, and Apple is rumored to be working on an electric car. We will see the convergence of the automotive and technology industries. Consumers today would rather trust a self-driving car made by technology giants over those made by auto makers.
New business models must evolve as OEM purchasing decisions increasingly bypass the supplier role as integrator. Incumbents need to become more agile to better compete with shorter development cycles and light asset footprints. Finally, automotive companies must quickly fill talent, technology and competency gaps. Strategic tools such as corporate venturing will be crucial.
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