?Accenture2002April,2002EuropeanTelematicsSurveyAutomotiveOEMsataCrossroad?AgendaTelematicsstatusquoResultsofEuropeanTelematicsSurveyAnalysisofmajorchallengesintelematicsTechnologydrivesTelematicsWirelessLocalAreaNetworks

(e.g.Bluetooth,802.11b,RFID)WirelessInternetTechnology(e.g.UMTS,GPRS)Powerful

Userinterfaces

(e.g.voice,XML,multidevice,miniaturization)Elementsofourenvironmentarebecomingincreasingly…ConnectedInteractiveIntelligentMobileComputingPlatforms(e.g.WinCE

forAuto,

LINUX,QNX)TelematicsasBusinessOpportunityOEMsconsidertelematicsasachancefornewstreamsofrevenuesNewEntrantsinValueChainAggressivePushtoInnovationCompetitorsDecreasingCustomerLoyaltyIncreasingMarketTransparencyCustomersMarketSaturationDecreasingProductMarginsDifficultBrandDifferentiationMarketLiberalizationofDistribution

ChannelsChangingLegalContextSubscriptionFeesmCommerceInsurancepermile…QualityImprovementCustomerLoyaltyVehiclePartsServices…HardwareSalesCostReductionProcessAlignmentWorkingCapitalReduction…TelematicsBenefitsCore

BusinessNew

BusinessIndirectEffectsDirectEffectsTelematics

BenefitsforOEMsTogetuptospeedquickly,OEMshavebeenrushingtoinvestheavilyintelematics1However,customershavedemonstratedonlymoderatedemandandwillingnesstopayfordevicesandservices2Asaconsequence,today’s$1-5Bmarketvolumeis2-10foldlowerthannumberspredictedin20003andforecastsarecontinuouslyscaleddownfurther4Dealingwithenormoussunkcostsandlackingprofitability,OEMsareconcernedthatduetocompetitivepressuretelematicsofferingsmaybecomeanother?cost-of-doing-business“(suchasairbags)Facinganincreasinglyuncertainmarket,OEMsarecurrentlyreassessingtheirtelematicsstrategiesPayBack?1GMOnStar:$1.2B,FordWingCast$200-250M3comparedtoUBSWarburgestimatesin20002DuckerInc.,TelematicsSurvey20024McKinseyQuarterly,“Aroadmapfortelematics”,04/2002

KeyMessagesTelematicsStudy(1/2)TelematicsisofincreasingimportanceTelematicsisacompetitivenecessityTelematicswillprimarilybeusedtoenhancethecorebusiness

(CRM,Hwsales,branddifferentiation,costreduction)Newstreamsofrevenuearebecomingmoreimportant

(servicerevenue,mCommerce,usagebasedbusiness)Vehicle-relatedservicesarethemainfocus,butnon-vehiclerelatedservicesarebecomingmoreimportantKeyMessagesTelematicsStudy(2/2)OEMsdominatethetelematicsmarketby…ControlofbusinessarchitectureandalliancepartnersControltechnologythroughtheusageofproprietaryinfrastructurePremiumcustomerwillremainthemostimportantcustomersegmentAftermarketprovidersdon’tposeasignificantthreatTheriskofliabilitychargeswillbesignificantTrafficsafety/dataprotectionlegislationwillimpacttelematicsrevenuesOEMSystemsIntegration

(CRM,RD,M&S,Productionetc.)RemoteDiagnosticsEmergency&RoadSideServicesLocation-Based

ServicesIntegrationwithHomeandOfficeUsage-BasedServices(e.g.insurancebythemile)AutomaticMobilePaymentsInfotainment

ContentMobileClients

IntegrationOEMs′VisionFleetSystemsIntegrationCustomerfacingcapabilitiesNon-customerfacingcapabilitiesRemoteFunction

ControlDynamic

NavigationVehicleMonitoringFleetManagementDealerSystemsIntegrationDriver

MonitoringCustomerKnowledgemainChallengeVeryHigh

ImportanceVeryLow

Importance-MainChallengesPerceivedbyOEMs-StrategicChallengesDefineStrategyCreateCustomerDemandIdentifyCustomerNeedsAttractiveBusinessCaseInternalProgramManagementExternalProgramManagementFront-EndTechnologyCompetitionbyotherOEMsBuildingTechnologyInfrastructureCompetitionbynon-OEMProvidersMismatchofOEMs’FocusPotentialbenefitsasseenbyOEMsToday'sOEMfocusStrategy,nottechnologyshoulddrivetelematicsBalancecustomerfacingtonon-customerfacingcapabilitiesaccordingtoprojectedROIsFocuseffortsaccordingtomostattractivecapabilities

(I.e.“pull”capabilities)PotentialbenefitsasseenbyOEMsToday'sOEMfocusOpenPlatformsFocusonvehiclerelatedservices(safety/security,vehiclemonitoring)Provideopenarchitecturewithinterfacestopersonal,non-proprietarymobiledevicesAvoidcustomerlock-in:leverageotherservicesprovidersbyallowingcustomer’schoice9、春去春又回，新桃換舊符。在那桃花盛開的地方，在這醉人芬芳的季節(jié)，愿你生活像春天一樣陽光，心情像桃花一樣美麗，日子像桃子一樣甜蜜。4月-254月-25Thursday,April17,202510、人的志向通常和他們的能力成正比例。18:07:1518:07:1518:074/17/20256:07:15PM11、夫?qū)W須志也，才須學(xué)也，非學(xué)無以廣才，非志無以成學(xué)。4月-2518:07:1518:07Apr-2517-Apr-2512、越是無能的人，越喜歡挑剔別人的錯(cuò)兒。18:07:1518:07:1518:07Thursday,April17,202513、志不立，天下無可成之事。4月-254月-2518:07:1518:07:15April17,202514、ThankyouverymuchfortakingmewithyouonthatsplendidoutingtoLondon.ItwasthefirsttimethatIhadseentheToweroranyoftheotherfamoussights.IfI'dgonealone,Icouldn'thaveseennearlyasmuch,becauseIwouldn'thaveknownmywaya