麦肯锡-人工智能：汽车行业的新价值创造引擎（英文）.pdf

ARTIFICIAL INTELLIGENCE –
AUTOMOTIVE’S NEW
VALUE-CREATING ENGINE
January 2018
ARTIFICIAL INTELLIGENCE –
AUTOMOTIVE’S NEW
VALUE-CREATING ENGINE
CONTENTS
Introduction and key insights 6
1. Mapping the new landscape of value opportunities
for automotive OEMs 10
2. AI-enabled applications provide substantial new value
opportunities for automotive OEMs 16
Industry-wide value opportunities: applying AI to processes 16
OEM petitive advantages: customer-centric services 20
3. Fully capturing the AI-enabled value opportunities requires
OEMs to initiate an AI transformation 22
Getting started 24
Appendix: Methodology of McKinsey’s artificial intelligence market model 26
Legal notice 27
Contributors 28
Artificial intelligence: automotive’s new value-creating engine 5
INTRODUCTION AND
KEY INSIGHTS
For more than two years now, the automotive industry has been intensively discussing
four disruptive and mutually reinforcing major trends – autonomous driving, connectivity,
electrification, and shared mobility. These ACES trends are expected to fuel growth
within the market for mobility, change the rules of the mobility sector, and lead to a shift
from traditional to disruptive technologies and innovative business models.
Artificial intelligence (AI) is a key technology for all four ACES trends. Autonomous driving, for
example, relies inherently on AI because it is the only technology that enables the reliable, real-
time recognition of objects around the vehicle. For the other three trends, AI creates numerous
opportunities to reduce costs, improve operations, and generate new revenue streams. For
shared mobility services, AI can, for example, help to optimize pricing by predicting and
matching supply and demand. It can also be used to improve maintenance scheduling and fleet
management. These improvements through AI will play an important role for automotive firms
because they enable them to finance and