沃爾沃汽車：戰略概況

沃爾沃汽車有望在 2025 年成為一家電動汽車公司，每年在其產品組合中增加 BEV 車型，並將其電動汽車在零售銷售中的份額提高到 50% 以上。

本報告審視了沃爾沃汽車的戰略概況，並總結了公司概況、增長戰略、技術路線圖、業務戰略、產品/技術/子品牌概況、共享出行投資計劃等。

內容

增長機會分析

• 沃爾沃汽車的戰略概況
• 增長驅動力
• 抑制增長的因素

成長環境

• 增長環境：沃爾沃的戰略要務
• 增長環境：沃爾沃 2025 Ambition
• 增長環境：循環經濟目標
• 增長環境：向純電動汽車公司轉型
• 增長總結：沃爾沃汽車品牌概覽

戰略要務

• 為什麼增長越來越難
• 戰略要務 8(TM)
• 三大戰略要務的市場影響
• 推動增長管道引擎 (TM) 的增長機會

品牌展望

• 吉利控股集團：品牌管理
• 沃爾沃汽車：歷史
• 沃爾沃在全球的足跡
• 概覽：沃爾沃汽車
• 沃爾沃汽車關鍵數據
• 沃爾沃汽車的銷售業績
• 沃爾沃汽車車型陣容：SUV、旅行車、轎車
• 沃爾沃的產品戰略
• 沃爾沃汽車：按車型劃分的銷售業績
• 沃爾沃汽車：電動汽車銷售業績
• 沃爾沃汽車：研發占淨收入的百分比
• 沃爾沃未來的產品戰略：Concept Recharge

轉型戰略

• 沃爾沃汽車：CASE 戰略和願景
• CASE 技術開發合作夥伴：沃爾沃汽車
• 沃爾沃汽車：轉型的支柱
• Lynk & Co：為新一代買家打造的電動汽車子品牌
• 具有集成線下體驗的沃爾沃在線銷售和訂閱
• 具有集成線下體驗的 Polestar 在線銷售和訂閱
• 沃爾沃汽車旗下的可擴展多能源平台
• 通用設計的SPA內部平台
• 支持大型沃爾沃車型的 SPA2
• CMA：中型一體式平台
• 新一代信息娛樂和連接性
• 為沃爾沃和 Polestar 提供支持的基於 Google 的信息娛樂系統
• 用於連接的數字服務包
• 用於智能駕駛輔助的 Intellisafe
• 用於高級智能連接的互聯套件
• 電氣化路線圖
• 通過聯盟採購電池
• 製造電池的超級工廠
• 沃爾沃和吉利：深化合作，推動電動汽車發展
• Polestar：電動性能沃爾沃
• 支持自動駕駛的 Zenseact 高級駕駛軟件
• 通過合作引入 HAD 功能
• Volvo Cars Mobility "M"

動力總成戰略和競爭格局

• 沃爾沃動力總成規格
• 沃爾沃的動力總成戰略
• 沃爾沃：豪華 SUV 類別的競爭對手比較

製造戰略

• 沃爾沃汽車的製造和組裝
• 沃爾沃汽車在歐洲的製造戰略
• 沃爾沃汽車在亞太地區的製造戰略
• 沃爾沃汽車在美洲的製造戰略

合資企業和技術投資

• CEVT 在吉利的作用
• 沃爾沃汽車技術基金
• 案例研究 1：FreeWire 技術
• 案例研究 2：Luminar
• 案例研究 3：Forciot
• 案例研究 4：Exmet
• 案例研究 5：Zum
• 案例研究 6：Varjo
• 案例研究 7：UVEye
• 案例研究 8：MDGo
• 案例研究 9：Zum

增長機會領域

• 增長機會 1：通過電動汽車業務關注市場增長
• 增長機會 2：探索直接消費前沿的新商業模式
• 成長機會三：合作開拓新的市場機會

下一步

附錄

By 2025, Volvo Cars will be an EV Firm with BEV Models Added Annually to the Product Portfolio and Transformational Growth of EV Share to More than 50% of Retail Sales

This research service focuses on the strategic profile of Volvo Cars and delivers insights into its operations and activities in the global market, including China, Europe, and North America. With EVs gaining popularity and the industry digitizing, Volvo is actively electrifying its product lineup and introducing new-gen software systems for a software-defined car. The company is accelerating its growth in the mobility segment by launching connected, autonomous, shared, electric (CASE) technologies, and introducing Polestar, an electric performance brand, strengthening its position in the luxury vehicle segment. Volvo's agile corporate structure and autonomy within its parent organization, the Geely Holding Group, have facilitated external collaborations with automotive, electronics, and technology companies. The company formed alliances and JVs with leading technology firms, such as Luminar, Google, and Waymo, to develop electric vehicles (EVs), autonomous vehicles (AVs), and software-powered cars, catering to the CASE trends. These partnerships have stoked multiple advancements, such as autonomous drive and electrification, and enabled it to bring products quicker to market than its competitors.

The study aims to provide an overview of Volvo Cars, its products and services, its role in the automotive industry, and analyze the strategies adopted for vehicle and technology manufacturing. This report covers Volvo Cars' corporate structure, growth strategy, technology roadmap, business strategies, product, technology, and sub-brand profiles, and investment plans in shared mobility. Frost & Sullivan examined the company's innovation and investment portfolios, which will shape the future of Volvo Cars in the mobility sector.

This profile aims to provide a strategic overview of Volvo Cars, identifying and understanding the factors contributing to the organization's success. In addition, this research service seeks to:

• Deep dive into the critical operational strategies of Volvo Cars with a focus on the corporate structure, corporate strategy, CASE strategies, manufacturing strategies, and sales performance.

• Provide an overview of Volvo's product portfolio, including product planning, platform development, and positioning.

• Discuss the role of Volvo in shared mobility, autonomous driving, connectivity, and robotaxi operations.

• Explore the brand's retail strategy and understand the company's vision in the overall automotive industry and mobility ecosystem.

From an automotive and transportation standpoint, this study provides an executive outlook of Volvo Cars in the automotive industry.

This study discusses Volvo's market position, adopted strategies, and plans.

Key Issues Addressed:

• How is Volvo Cars transforming into an electric car company?

• What are the strengths and challenges for the company in the automotive industry?

• What is it doing in terms of product and platform development?

• What retail strategies did the company adopt, and how is it developing its direct-to-consumer business?

• What are its CASE-related strategy investments?

Table of Contents

Growth Opportunity Analysis

• Strategic Profiling of Volvo Cars
• Growth Drivers
• Growth Restraints

Growth Environment

• Growth Environment: Volvo Strategic Imperative
• Growth Environment: Volvo 2025 Ambition
• Growth Environment: Circular Economy Goal
• Growth Environment: Transitioning into a Pure EV Company
• Growth Summary: Volvo Cars Brand Overview

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on
• Growth Opportunities Fuel the Growth Pipeline Engine™

Brand Outlook

• Geely Holding Group: Brand Management
• Volvo Cars: History
• Volvo Global Footprint
• Overview: Volvo Cars
• Volvo Cars Key Statistics, 2021
• Volvo Cars Sales Performance
• Volvo Cars Model Lineup: SUV, Wagon, and Sedan
• Volvo Product Strategy
• Volvo Cars: Sales Performance by Model
• Volvo Cars: EV Sales Performance
• Volvo Cars: R&D as Percent of Net Revenue
• Volvo Future Product Strategy: Concept Recharge

Transformational Strategies

• Volvo Cars: CASE Strategy and Vision, 2020-2025
• CASE Technology Development Partnerships: Volvo Cars
• Volvo Cars: Pillars for Transformation
• Volvo Cars: Pillars for Transformation (continued)
• Lynk & Co: EV Sub-brand Made for New-gen Buyers
• Volvo Online Sales and Subscriptions, with Integrated Offline Experiences
• Polestar Online Sales and Subscriptions, With Integrated Offline Experiences
• Scalable, Multi-energy Platforms Under Volvo Cars
• SPA In-house Platform for Design Commonality
• SPA2 to Underpin Volvo's Larger Models
• CMA: A Mid-sized Unibody Platform
• New-gen Infotainment and Connectivity
• Google-based Infotainment System to Power Volvo & Polestar
• Digital Services Package for Connectivity
• Intellisafe for Intelligent Driver Assistance
• Connected Suite for Advanced and Smart Connectivity
• The Electrification Roadmap
• Battery Sourcing through Partnerships
• Gigafactory for Battery Manufacturing
• Volvo & Geely Deepen Collaboration to Drive EV Development
• Polestar, the Electric Performance Volvo
• Zenseact Advanced Driving Software to Enable Autonomous Driving
• Deploying HAD Capability Through Partnerships
• Deploying HAD Capability Through Partnerships (continued)
• Volvo Cars Mobility 'M'

Powertrain Strategy & Competitive Landscape

• Volvo Powertrain Specifications
• Volvo Powertrain Specifications (continued)
• Volvo Powertrain Strategy
• Volvo: SUV Luxury Segment Competitive Comparison
• Volvo: SUV Luxury PHEV Segment Competitive Comparison (continued)

Manufacturing Strategies

• Volvo Cars Manufacturing and Assembly
• Volvo Cars Manufacturing Strategy in Europe
• Volvo Cars Manufacturing Strategy in APAC
• Volvo Cars Manufacturing Strategy in Americas

JVs and Technological Investments

• CEVT's Role in Geely
• Volvo Cars Tech Fund
• Case Study 1: FreeWire Technologies
• Case Study 2: Luminar
• Case Study 3: Forciot
• Case Study 4: Exmet
• Case Study 5: Zum
• Case Study 6: Varjo
• Case Study 7: UVEye
• Case Study 8: MDGo
• Case Study 9: Actasys

Growth Opportunity Universe

• Growth Opportunity 1: Focus on Market Growth from the EV Business
• Growth Opportunity 1: Focus on Market Growth from the EV Business (continued)
• Growth Opportunity 2: Explore New Business Models in the Direct Consumer Frontier
• Growth Opportunity 2: Explore New Business Models In The Direct Consumer Frontier (continued)
• Growth Opportunity 3: Examine New Markets/Opportunities Through Collaborations
• Growth Opportunity 3: Examine New Markets/Opportunities Through Collaborations (continued)

Next Steps

• Your Next Steps
• Why Frost, Why Now?

Appendix

• Abbreviation
• List of Exhibits
• Legal Disclaimer