1、2021?Strategy& | PwC2021? ?n=3000?n=1000?2021-2035?2? ? ? ? ?1?2?“?”?97%?70%?52%?40001?30%?59%?2035?2?-0.6%?-0.9%?+1.3%?3.9%?2029?50%?2023?2025?OTA?2025?BEV?27%?19%?6%?5%?2035?L4?14-15%?2025?10%?10%?1-3%?CASE?Strategy&?1?1000?2?27?3CASE?Strategy&?Connected?Electric?Automated?*Smart mobility4*?5?CASE
2、?L4?CEO?Strategy&?2021?Strategy&?1?ESG = ?2?2021?Q1?6 ?ESG?/? ? ? ? ?CASE?ESG1?ESG?CO2?7?ESG?ESG?ESG?ESG?ESG?KPI?86%120bn No.1?73%?ESG?41%?2030?2021?2?18%?2021?ESG?6/10?1T?2030?55%?2021?Strategy&?1? ?2?IHS Markit?3?CMBI 2021?4?4?SPAC?7?2143?SPAC?5?5$99bn 2020?SPAC?4?411? vs. 7?ModelS vs. ?32024?3?2$
3、199?2?145%2025?1? ? ?/? ? ? ? ? ? ? ? ? ? ? ?/? ? ? ?/? ?/? ? V2G/V2X?/? ?ADAS? ? ? ? ?/? ? ADAS? ?/? ? ? ? ? ? ?/? ?/? ? ? ?Strategy&ADAS = ?V2G = ?AutoFacts?8?2030?2030?2030?2030?2020?2020?2025?%?Strategy&928,8761,77527,22530,98533,1861,6531,6691,7083,43830,20035,0173,10520,6242,80425,0492,362100%
4、44%88%100%3%6%12%16%20352021202520300%1%11%34%20212025203020356%19%33%55%100%100%100%100%2%6%19%44%?L3/L4/L5?31,7231,52030,76428,1371,7021,68429,3511,725?0%4%20%29%20352025202120309%27%50%78%100%100%100%100%? = 6t GVW?AutoFacts?4094634894366,7786,7586,4305,95452%89%100%100%0%4%15%29%2030202120252035
5、1%5%10%45%Strategy&10?2025?5?%?79%93%24%20212030203549%202531,72329,35130,76428,137?31%27,225202152%70%2025203092%203528,87630,98533,18672%202533%203035%202156%203520,62425,04930,20035,017?OTA?AutoFacts?203021%74%202112%202542%20356,7786,7586,4305,954Strategy&11?%?64%13%7%9%203084%9%202127%20250%50%
6、16%34%1,6843%78%20356%1,5201,7021,7251%2%2%97%6%202192%202519%1%80%1,66920301%44%1%54%20351,6531,7081,7756%19%20256%203020212%92%55%74%33%20357%60%5%9%32%2,3622,8043,1053,438?2035?1%0%26%95%99%4360%5%2021202510%0%89%20303%45%26%2035489463409?AutoFacts?Strategy&122021?L3?L4?2030?20%?SAE?%?78%1%100%20
7、2196%4%202513%7%203068%14%14%20351,5201,6841,7021,725L0-2L5L3L4202597%202194%1%88%5%11%203084%14%2%20351,6531,6691,7081,77589%99%18%100%3,10520213%1%8%2025203066%15%1%20352,3622,8043,438SAE = ?ADAS?9%96%100%4896%202185%4%2025203012%71%15%1%2035463436409?AutoFacts?Strategy&13?2035?%?92%87%79%72%2%3%7
8、%10%16%21%20216%203020255%20354,8985,0735,2575,44997%97%97%97%1%1%1%1%20256,0652%2%20212%20302%20355,8296,7006,37589%88%87%86%9%10%11%12%2%2%2%2%2035202113,847202510,44520308,83212,218?/ /?2020/21?97%94%86%75%1%2%7%11%7%14%2%2021202520303%2035910910910910?AutoFacts?1?CASE?2?3?Strategy&?14?Strategy&
9、| PwC15Image to be updated?Strategy& 16?2021? ?3000?CASE?1.Remaining % up to 100% “not specified”/ “do not wish to answer”Strategy&17?n = 1000?%?n = 1000n = 10005149?%?%?2366911276-8?4-6?1?33353318-3435-5455+3?14?3000? ?44565050452629333333101371015184 323124116?%?10553813 6?431961434111262940? ?Str
10、ategy&?2020?2021?n=3000?1000?18?69%71%?/?34%62%35%41%19%46%62%66%47%57%38%44%81%87%97%70%94%87%68%?“? ?202120202020202120212020? ?1?Strategy& ?1?2?Spotify?3?Sky?Xfinity?4?2020?2021?n=3000?1000?19? ?2?Adobe Photoshop?/?3?69%?$ 180$ 142$ 338$ 1300?vs.$ 120$ 250$ 120062%?$ 148$ 524?$ 28$ 138$ 52094%? ?
11、Strategy& ?1?2021?n=3000?1000?20? ?1?67% 59% 56% 49% 45% 43% 28% 24% ?80?50?/?78%60%43%59%17%64%33%23%90%86%70%56%84%79%69%81%60%?$ 67545%?$ 760?18?79?76?23?22?75214022341732331?55?69?58?41?29?37591352185123423?63?24?52?26?51?31401111301617311521?/?%?Strategy&?100%?2021?n=3000?1000?21?23222013151118
12、191661047413621?35-54?55?18-34?55-69%?51-63%?/?75-79%?“? ?H2O2+4?Strategy& ?2021?n=1897?645?677?575?22? ?66%60%58%13%59%53%56%25%73%78%28%36%?“?”? ?Strategy&?n=3000?1000?n=1604?383?356?865?2021?2339%(59%)24%(28%)14%(36%)64%(36%)18%(38%)62%(36%)18%(26%)48%(32%)14%(9%)?3?)?39%52%51%55%45%39%?62%62%57%
13、? ? ?/? ?Strategy& ?n=198?57?141?n=1604?383?356?865?1?5?/3?10/$10/20?2021?24?310?410$?1?16% 41% 19% 9% 4% 7% 1% 3% 071002400-36003600-47005900-7100USD?21% 34% 23% 7% 4% 4% 2% 4% 2% 15% 27% 22% 17% 10% 3% 3% 84%?79%?98%? ?40%?1-2?/?/?Strategy& ?100%?/?/?2021?n=3000?1000?44%47%20%14%?/?25? ?8%?14%? ?4
14、4%41%15%15%63%40%31%44%?/?2040206731491912?964327?753?8314?77518?764?%?Strategy& 26?100%?2021?n=3000?1000? ?/?9495364398435316433376222361376632326274147413432122959384737163519465931111548%52%?Top 3Strategy& ?2021?n=3000?1000?27?97%?70%?52%?”?45%18%26%?30%12%22%?60%49%61%?30%70%?97%3%? ?35%27%17%16
15、%8%?Strategy& ?2021?n=3000?1000?28?55%23%20%17%6%?4?app? ?59%63%37%44%39%?60?38?27?33?54?61511931402335312?“?Strategy& ?2021?n=1000?1000?29? ?29%35%22%21%?/?/?28%(37%)31%(26%)?41%(37%)?261494714?H2O2+35-54?55?18-34?/?76% 76% 68% 67% 66% 49% 47% 43% ?50?80?/?35-54?55?15%?2021?Strategy& 30?2021? ?31?
16、?20152020?Strategy& ?/?OTA?/?Strategy& V2X = ?I/O = ?/?HW = ?SW = ?32?/?5G?V2X?I/O?OTA?/?ID? ? ? ? ?/?/?/?/?/?/? ?Strategy& ?33? ?12V?48V?/?P2?/?OBC?DCDC?DC?800V?400V?H2O2+?VCR? ?2020?H2?5/kg?40%?/60%?FCEV?40%?/60%? ?Strategy&34?A/B?70 kW?150?300?600?C/D?100 kW?300?600?800?E/F?250 kW?300?600?800?TCO
17、?202520302020?201920252035202220272032201820222028H2O2+H2O2+H2O2+H2O2+H2O2+H2O2+H2O2+?Strategy&? ?L3/4?ADAS?2022?5G?2022?4G?5G?4G?5G?35?/?L3?L4?SAE?Strategy&ODD = ?SAE J3016?TM? ?SAE?5?L3?L4?ODD? ? ?/?UI? ?4? ?/?/? ? ? ?3? ?/?/? ? ?d?ODD? ? ?/? ?1?ODD? ? ? ? ?/?0? ? ?/?36?L3?1?2-6?7-12?2-5?L4L5xx?13
18、030RestrictedAreas50RestrictedAreas60RestrictedAreas?/? ?ADAS? ?/?ADAS? ? ?L3?60?/?2021/22?Strategy&?20212023202520272029203120332035?L3L2+40RestrictedAreas60RestrictedAreas130100RestrictedAreas50RestrictedAreas60RestrictedAreas?50100? ?/?20RestrictedAreas130?1?3738?/?Strategy&?1?2?1?3?/?4?UI?/?Auto
19、Facts?4)?3)? ?L3L0-2L3L4L5L0-2L3L4L5L0-2L4L5?1?2?L0-2L3L4L5?/?/?/?/?/?UI?/?/?/?UI?/?/?/?/?/?/?/?/? ?Strategy&? ?39?/?/?IT?API? ?IT?/? IT?/? ?API/?/? ?/?Strategy& ?2021? ?40?CASE?AUTOMATED ?2021?1?CO2?1?2021?7?MaaS?L4?2021?5?Shared: ?Standing General Order?L2-L5?2021?6?1?2021?CO2?2030?55%?2035?2?Auto
20、mated?2021?3?CASE?Autonomous:?2022?9?2021?7?CASE?/?Electric: ?2021?7?2021?3?CASE?2021?4?Strategy& 41?ISO?L4?ISO 22737?LSAD?Electric: ?2021-2035?2?2020?10?2021?1?2021?4?CASE?42? ?/?Strategy& ? ?Jrg K ?Jrn N ?Jonas S?Hartmut G? 2021?/? G ?Felix AndreKunal AroraSteven van ArsdaleThilo BhnenChristoph FallerAnil KhuranaPatrick LillNicola SchudnagiesAndreas G?Andrew Higashi Steffen HoppeSebastian JurschTobias KillmeierFelix KuhnertKentaro A?Akshay S? ? 2021?/?
