《全球汽车行业报告与市场展望英文版》由会员分享，可在线阅读，更多相关《全球汽车行业报告与市场展望英文版（78页珍藏版）》请在金锄头文库上搜索。
1、 CIMITServicesMarketOutlook GlobalAutomotiveIndustry BusinessIntelligenceGroupAugust2003 Contents ExecutiveSummaryAutomotiveIndustryBusinessChallengesGlobalRegional US Europe Asia Pacific RestofWorldAutomotiveITSpendingTrendsGlobal RegionalITSpendForecastsAutomotiveIndustryITTrendsAutomotiveITServic
2、esIndustry CompetitiveProfilesAutomotiveITServicesMarket BearingPointAlliancesSourcesandContact ExecutiveSummary Automakersarecurrentlyfacedwithslowersales overcapacityanddeclinesinprofitability Big3arelosingmarketsharetoJapaneseautomakers Toyota HondaandNissanincreasedtheirU S salesandmarketsharein
3、thefirsthalfof2003 whiletheBigThreemanufacturers GM Ford DaimlerChrysler sawtheirsalesdeclinedespitespendingheavilyonincentives Currentlytheglobalautomotiveindustryhastoomuchcapacity roughly30 andassalesfall theproblemcontinues Carpriceshavebeenfallingmakingalreadythinmarginsevenmorepressured Theglo
4、balautomotiveindustryisfacedwithmorecompetition greaterpricetransparency risingcustomerexpectationsandqualityimprovements makingthepressureevengreateronpriceandprofitability Chinapresentsthebestopportunityforautomakersduetoincreasedgovernmentincentivesandcooperation cheaperlabor andproximitytoalarge
5、populationofpotentialconsumers Chinacontinuestomakeprogresstowardsamarketeconomywhichhasledtoglobalbusinesses likeautomotivecompanies tryingtorampupinordertotapintothecountry slargemarketplaceof1 3Bconsumers AyearafterentryintotheWTO in2003 China sautomotiveindustryproduced3 25Mmotorvehicleunits 38
6、growthcomparedtotheyearbefore ITIssues Industryinsurvivalmode pressuringspending OpportunitiesforCRMMostmanufacturingverticals includingAutomotive havebeenoperatingin survivalmode spendingverylittleoncapitalandoperationalexpenses ITspendinghassufferedasaresult TheNorthAmericanmanufacturingmarketcons
7、titutesapproximately45 ofthetotalworldmanufacturingITspend ExecutiveSummary CurrentlyintheautomotiveindustrythereislesssignificanceplacedontheroleofITinsupportingbusinessstrategies especiallyincomparisontoindustrieslikeFinancialServicesorHealthcarepayerindustries ThisisalargedeterminantofITbudget In
8、ordertounderstandtheirnear termsalesvolume optionmixandpricesensitivity automakershavetostartunderstandingtheircustomersbetterthroughthemanysignalstheyseefromtheirconsumers interactions MuchofthiscanbeaccomplishedthroughCRMinitiatives Whiledealerincentiveshavebeenusedbymostofthemajorautomakers espec
9、iallyintheUS companiesleveragingtheirexistingCRMmightbeabletogetmoreforless Thedatagatheredfromincentiveprogramsflowingbacktomanufacturersanddealerscanallowfollow upcampaignsthatbridgethegapbetweensalesandmarketing ERPvendorsareturningtheirfocustodeliveringextendedapplicationsinareasofSCM CRMandPLMt
10、ocompensateforthelossofrevenuefromlarge scaleprojects CompetitorsandAlliancesDeloitteConsultinghasajointinitiativewithSAPtosupporttheautomotiveindustryinthedeploymentofthemySAPAutomotivesolutiononaworldwidebasis Aspartofthisinitiative DCandSAParedevelopingmethodsforcustomer specificanalysisonfeasibi
11、lity cost benefit andROI IBMencouragestheirengineerstorotateinandoutofthefield spendingtimesolvingreal lifeproblemswhilenotabandoningtheirinsideresearch IBMhascreatedan innovationservices groupwithinitsresearchunitdedicatedtoworkingonautomotivecustomerproblems makingthemcapableoftakingtheirresearcha
12、ndapplyittobusinessissues IntheEuropeanautomotiveindustry SAPiscurrentlyfocusingoncrossfunctionalprocesses packagingtheirSCM PLMandCRMallinone usingdifferentmodules approachingitfromtheperspectiveofthebusinessprocessesthatcrosstheseareas GlobalAutomotiveIndustry BusinessChallenges GlobalAutomotiveIn
13、dustryisonaGradualSlide Theworld sautomotiveindustryhasbeenonagradualdownwardslideoverthepastyear acceleratedtosomedegreebythelikelihoodofamajorbankruptcyandfurtherrestructuringoftheindustry Inhibitorsincludeweak regional consumerconfidence highunemploymentanduncertainglobalequitymarkets allofwhichh
14、aveledtolowersales InEurope thefirstfivemonthsof2003sawsalesdropby4 whilenewregistrationsforMayfellthelowestinfiveyears TheUSmarketisforecasttoshrink4 thisyear Currentlytheglobalautomotiveindustryhastoomuchcapacity roughly30 andassalesfall theproblemcontinues Muchoftheover capacityisduetoeachindivid
15、ualcompanyexpectingtogrowfasterthanitsrivals Andwhilethe90sshowedstrongreturns manyautomakersinvestedinadditionalcapacity createdriskymodels builtmorefactoriesandenteredintoemergingmarketsthathadmorelongtermpromisethanshortterm Formanyyearsthelargesttruckandcarmakershavecontinuallysustainedlossesout
16、oftheirprimarybusinessesofcarsales oftenmakingprofitsthroughmoneymadefromsellingsparepartsatinflatedprices throughfinancingbusinessesorthroughexchangerates Thisstructureisincreasinglyexposedinadownturn especiallywhenincentiveslike0 financinghavehamperedthefinancingbusiness Carpriceshavebeenfallingmakingalreadythinmarginsevenmorepressured Theglobalautomotiveindustryisfacedwithmorecompetition greaterpricetransparency risingcustomerexpectationsandqualityimprovements makingthepressureevengreateronpr
