heading towards a „mobi-listics“ · platformization in the ecosystem ... our global automotive...

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Heading towards a „mobi-listics“ ecosystem Áfram Veginn Ráðstefna Um Framtíð Samgangna Á Landi 15. Nóvember Í Hörpu Moritz Pawelke, Global Executive for Automotive KPMG International See it sooner with KPMG.

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Page 1: Heading towards a „mobi-listics“ · Platformization in the ecosystem ... Our Global Automotive Steering Group consists of 18 permanent members from all major automotive markets

Heading towards a „mobi-listics“ ecosystemÁfram VeginnRáðstefna Um Framtíð Samgangna Á Landi15. Nóvember Í Hörpu

Moritz Pawelke,Global Executive for Automotive

KPMG International

See it sooner with KPMG.

Page 2: Heading towards a „mobi-listics“ · Platformization in the ecosystem ... Our Global Automotive Steering Group consists of 18 permanent members from all major automotive markets

Agenda

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2

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IntroductionSee it sooner with KPMG – Global Automotive Executive Survey 2017

Platformization in the ecosystemHow to ensure to be a part of a complex self-organizing ecosystem

The “Mobi-listics” EcosystemExamples how to make best use of our resources in the future

Page 3: Heading towards a „mobi-listics“ · Platformization in the ecosystem ... Our Global Automotive Steering Group consists of 18 permanent members from all major automotive markets

Agenda

1

2

3

IntroductionSee it sooner with KPMG – Global Automotive Executive Survey 2017

Platformization in the ecosystemHow to ensure to be a part of a complex self-organizing ecosystem

The “Mobi-listics” EcosystemExamples how to make best use of our resources in the future

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4© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

Global Automotive Sector

Our Global Automotive Steering Group consists of 18 permanent members from all major automotive markets around the globe.

Providing Audit, Tax and Consulting services to automotive clients in over 100 countries globally.

Total Audit Tax Advisory

Partners 257 126 69 62

Practitioners 3,764 1,851 861 1,052

With over 4.000 professionals KPMG is one of the leading service providers to the Automotive industry.

KPMG’s Global Automotive Community (Headcount)

KPMG’s Global Automotive Revenues

Please note: Totals may not add up due to rounding.

FY 16 (in $ m) Total Audit Tax Advisory

Automotive revenues

792 290 203 298

Function share 37 % 26 % 38 %

KPMG’s Global Automotive Sector Network

Gary Silberg

Ulrich Bergmann

Laurent Des Places

Ulrik Andersen

Fabrizio Ricci

Megumu Komikad

o

SeungHoon Wi

Yezdi Nagporewalla

Huu-Hoi Tran

Ricardo Bacellar

Brigitte Romani

Axel Thümler

Andreas Feege

John Leech*

Doug Gates

Dieter Becker

Moritz Pawelke

Sam Fogleman

* Will be succeeded by Justin Benson

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5© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

See it sooner with KPMG – we are thought leaders for many automotive key trends

Global Automotive Thought Leadership @ KPMG

The Clockspeed Dilemma(2015)

The Future of the Car(2015)

Metalsmith or Grid Master(2015)

KPMG’s Global Automotive Executive Survey 2016

(2016)

KPMG’s Global Automotive Executive Survey 2015(2015)

Me, My Car, My Life(2014)

Connected Autonomous Vehicles(2015)

Automotive Now –Connected Cars

(2011)

“Mobile connectivity, the value of customer data and self-driving cars are the next big thing!”

“OEMs need to think about how to reshape their business model from a genuinely product-driven approach to a

more service- & customer oriented model.”

“Within the next decade the internet will revolutionize

private transport. Web providers and car manufacturers

are vying for supremacy.”

“Connectivity and digitalization is sky rocketing – this trend has finally outpaced

growth in emerging markets and alternative drivetrain technologies as the key trend in

2016.”

“KPMG sets out to better understand how the automotive industry will adapt to and shape the converging world of personalized mobility and the internet of everything.”

„Get ready for the post powertrain ecosystem. Acceleration is not all that matters in self-driving cars“

Self-driving cars: Are we ready?

(2013)

“Connected autonomous vehicles will expand our industrial base, improve safety and congestion, drive up productivity and free up space usually devoted to vehicles in urban areas”

„We‘re riding a wave of fantastic innovation that is moving faster and faster. Who will be among the next generation of

leading companies?“

“As technology takes over driving from human beings it will dramatically cut traffic congestion,serious accidents and give people back valuable

hours in their day”

KPMG’s Global Automotive Executive Survey 2017

(2017)

“Say goodbye to a complete auto-digital fusion –say hello to the ‘next’ dimension of co-integration”

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6© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

For the 2017 survey we gathered the opinionsof almost 1,000 executives from 42 countries.

For the 2017 survey we also gathered the opinionsof > 2,400 consumers from 42 countries.

5

About the executive survey

KPMG‘s Global Automotive Executive Survey 2017

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7© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved. 5

About the executive survey

KPMG‘s Global Automotive Executive Survey 2017

Page 8: Heading towards a „mobi-listics“ · Platformization in the ecosystem ... Our Global Automotive Steering Group consists of 18 permanent members from all major automotive markets

Data as fuel for a new busi-

ness model(p.33)

Data ownership

(p.37)

Zero-error ability in

autonomous vehicles(p.29)

Key markets

for innova-tion launch

(p.49)

China dominance

(p.50)

Geo-graphical

shift(p.47)

Utility of vehicles will be

redefined(p.19)

ICEs will not vanish soon from the market

New purchasing

criteria(p.20)

Key trends

Say goodbyeto a completeauto-digital fusion …

… say hello to the‘next’ dimension

of co-integration.”

Executive SummaryChapters of this years’ survey

Lost intranslation

From offlineto online

KPMG‘s Global Automotive Executive Survey 2017

Geopolitical turmoil& regional shifts

kpmg.com/GAES2017

76% of executives see ICEs as still more

important than electric drivetrains for a long time

60% of consumers agree when buying a self-

driving car that they will only be interested in

what they can do with their time in the car

89% of executives agree that purchasing criteria will be about

vehicle independent products and services

Premium OEMs are seen to be most

trustworthy with zero-error tolerance

83% of executives agree that OEMs

will be able to make money with data

Opinions about data ownership differ

from executives to consumers

65% of executives believe that by 2030 less

than 5% of global car production will originate from Western Europe

76% of executives believe that China‘s market share will pass 40% by 2030For data-driven business

models the USA and Germany are favored over China to launch a new product or service

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9© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

The de-materialisation of hardware will bring us closer to the best use of our resources

Megatrends beyond the obvious

Centricity

Value creation

Rewards metrics

Vehicle on demand

Mobility on demand

Optimized use of resources (powered by all players in the

ecosystem) Vehicle

$ Customer segments with P&L

Steering logic

Product culture Service culture

Performance KPIs based on customer lifecycle value

Recurring transactions

Customer valueProduct profitability

Performance KPIs based on units sold

One-off transactions

Product divisions with P&L

Function on demand

The product

Customers

Product-centric

The customer

Customer-centric

Business model

MegatrendsSoftwareHardware Better use of resources in the digital ecosystem

Product profitabilityCustomer value

Source: KPMG Automotive Institute (2017)

Offline

Product focus

Technology oriented Customer orientationOnline

Service

De-materialisation & changing customer behaviour

Page 10: Heading towards a „mobi-listics“ · Platformization in the ecosystem ... Our Global Automotive Steering Group consists of 18 permanent members from all major automotive markets

Agenda

1

2

3

IntroductionSee it sooner with KPMG – Global Automotive Executive Survey 2017

Platformization in the ecosystemHow to ensure to be a part of a complex self-organizing ecosystem

The “Mobi-listics” EcosystemExamples how to make best use of our resources in the future

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11© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

How to achieve the next dimension of co-integration…?

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12© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

From a product-centric world & linear trails…

AutomotiveProduct Experience (PX)

Focus

PRODUCT VALUE

CARS

DRIVETRAINS

OWNERSHIP

INTERIEUR

EXTERIEUR

INDUSTRIAL DESIGN

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13© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

…to a service-centric universe & non-linear trails…

AutomotiveProduct Experience (PX)

ServiceCustomer Experience (CX)

Focus

PRODUCT VALUE

SERVICEVALUE

CAR FINANCING

CAR INSURANCE

CAPTIVE BANKS

RIDE HAILING

RIDE SHARING

CONNECTED SERVICES

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14© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

…to a content-rich system & self-organizing trails?

AutomotiveProduct Experience (PX)

ContentEcosystem Experience (EX)

Focus

PRODUCT VALUE

SERVICEVALUE

ECOSYSTEMVALUE

ServiceCustomer Experience (CX)

LOGISTICS

ENTERTAINMENT

HEALTH

WORK

SOCIALIZING

REMANUFACTURING

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15© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

The brain-ecosystem analogy

The future auto business is like a brain. It’s a complex self-organizing ecosystem.

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16© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

Platformisation in the ecosystem

PlatformisationEach player needs to create its very

own stable environment by covering as many trails and co-integrating as many nodes as

favorable to achieve its very own equilibrium / homeostasis.

What is your homeostasis?

Stay hardware manufacturer?

Become service provider?

Become software company?

Become content provider?

Be the brain in the ecosystem?

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17© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

Future playing fields need to go far beyond mobility to satisfy future customer needs

Source: Volkswagen AG

How could an ecosystem look like?

Page 18: Heading towards a „mobi-listics“ · Platformization in the ecosystem ... Our Global Automotive Steering Group consists of 18 permanent members from all major automotive markets

Agenda

1

2

3

IntroductionSee it sooner with KPMG – Global Automotive Executive Survey 2017

Platformization in the ecosystemHow to ensure to be a part of a complex self-organizing ecosystem

The “Mobi-listics” EcosystemExamples how to make best use of our resources in the future

Page 19: Heading towards a „mobi-listics“ · Platformization in the ecosystem ... Our Global Automotive Steering Group consists of 18 permanent members from all major automotive markets

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19© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

HypothesisIn the future we will not differentiate between the transport of goods and humans anymore.

Agree

Undecided

57 %

21 %

Disagree 22 %

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20© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

A B

If it‘s from A to B

it‘s mobility.

If it‘s from B to A

it‘s logistics.

„mobi-listics“ ecosystem

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21© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

HypothesisOne of the big drivers in the industry will be to make the most efficient use of resources.

Agree

Disagree

77 %

23 %

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22© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

37,668 hours

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23© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

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24© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

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25© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

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26© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

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27© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

Thank you!

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Contacts

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The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavor to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act on such information without appropriate professional advice after a thorough examination of the particular situation.

© 2017 KPMG AG Wirtschaftsprüfungsgesellschaft, a member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. All rights reserved.

KPMG on social networks

www.kpmg.com/automotive

Moritz PawelkeGlobal Executive for Automotive

KPMG in GermanyTel: +49 30 [email protected]

© 2017 KPMG International Cooperative, a Swiss entity.

Dieter BeckerGlobal Sector Chair Automotive

KPMG in GermanyTel: +49 89 [email protected]

© 2017 KPMG International Cooperative, a Swiss entity.