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ADAS 自動駕駛車

市場調查報告書

商品編碼

1876848

全球汽車價值鏈0.5級供應商（2024-2030）

Tier 0.5 Suppliers in the Automotive Value Chain, Global, 2024-2030

出版日期: 2025年09月25日 | 出版商:

Frost & Sullivan | 英文 59 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

軟體定義車輛和解決方案的白牌標化將推動變革性成長，從而促進0.5級供應商的崛起。

汽車產業正經歷一場重大變革：從傳統車輛向軟體定義車輛轉型。隨著車輛在電氣化、自動駕駛技術和數位服務驅動下發展成為智慧互聯平台，傳統汽車製造商（OEM）在設計、整合和供應方面面臨日益複雜的課題，導致巨額財務支出。在此背景下，0.5級供應商（Tier 0.5 suppliers）正崛起為關鍵推動者，透過提供整合硬體、內建軟體和基於駕駛行為的系統級智慧的綜合汽車平臺，有效地彌合了1級供應商（Tier 1 suppliers）和OEM之間的差距。

與傳統的Tier 1供應商不同，Tier 0.5供應商提供模組化車輛架構，能夠加快產品上市速度，實現擴充性、個性化客製化和持續升級，使其成為新時代電動和軟體定義汽車開發的關鍵合作夥伴。這些平台通常包含線控系統、電池整合、集中式運算和連接等關鍵子系統，是實現進階駕駛輔助系統 (ADAS) 和自動駕駛功能的基礎。

隨著汽車製造商轉向基於生命週期的收入模式，並利用空中升級、依需功能服務和平台業務策略，0.5級供應商能夠提供架構靈活性和快速上市能力，幫助汽車製造商在這個瞬息萬變的市場中保持競爭力。透過管理整合車輛開發的複雜性，0.5級供應商使汽車製造商能夠專注於品牌建立、使用者體驗和數位生態系統，從而成為重塑未來出行方式日益重要的策略合作夥伴。

本報告審視了全球汽車產業，並深入分析了 0.5 級供應商在汽車價值鏈中不斷變化的角色。

三大戰略要務對汽車價值鏈中0.5級供應商的影響

創新經營模式

原因
- 隨著行業向 CASE 整合方向發展，僅依賴乘用車銷售的傳統經營模式正在過時。
- OEM廠商將被迫考慮其他經營模式，以在生態系統內創造永續的收入。

競爭加劇

原因
- 在不斷變化的環境中，整車製造商 (OEM) 和一級供應商面臨激烈的競爭。汽車產業的動態正在轉變，整車製造商也要與那些在汽車生態系統中經驗有限甚至毫無經驗的科技公司競爭。
- 一級供應商面臨來自電子公司和尋求進入價值鏈的新興企業的競爭。

產業融合

原因
- 對於進軍汽車產業的科技公司而言，產業合作至關重要。
- 新參與企業正與成熟的汽車製造商和Start-Ups合作，以確保順利過渡到汽車價值鏈。

原始設備製造商和供應商如何攜手合作，重振產業
傳統汽車價值鏈
從設計到交付：車輛生產流程及關鍵相關利益者的角色
OEM廠商和一級供應商的責任
汽車OEM廠商和供應商的關鍵角色和職責
汽車生產中的障礙：OEM廠商和一級供應商在傳統生產方式下面臨的主要課題
價值鏈的變化
汽車價值鏈的下一步
競爭環境
主要競爭對手

成長促進因素與阻礙因素

成長促進因素
成長阻礙因素

汽車生態系的新參與企業

汽車生態系中新參與企業的湧現
0.5級供應商：系統整合與減輕OEM負擔
影響價值鏈新參與企業的因素
0.5級供應商的崛起：重新定義汽車價值鏈
價值鏈新參與企業面臨的課題
邁向 0.5 級藍圖
加速創新：0.5級整合簡化OEM生產

重塑汽車生態系統的趨勢

應用案例：BMW與麥格納斯太爾在汽車生產上的夥伴關係
麥格納國際：基本客群
麥格納國際：集團及專業部門
麥格納國際：全球佈局
麥格納國際：公司正在開發各種技術的領域
重塑汽車價值鏈的趨勢
電動車領域新參與企業的介紹
促使 SDV 的關鍵趨勢
0.5級供應商的出現
一級供應商的作用
SDV機會與新型價值鏈
契約製造
電動車價值鏈中契約製造概況

提高一級供應商的參與度

提高一級供應商的參與度
提高一級參與度的潛在途徑
一級企業參與度提高：平台硬體
加強與一級供應商合作的潛力
前端模組
擴大一級貢獻：ADAS 開發
MobileEye 作為 ADAS 供應商

0.5級供應商

0.5級供應商：REE
REE汽車：技術支柱
REE Automotive：P7平台3-5級
0.5級供應商：富士康與裕隆的合資企業Foxtron
Foxtron：科技支柱
Foxtron：提供端到端的正向工程服務
富士康作為0.5級供應商：平台提供商
Pixmoving：潛在的0.5級供應商
OEM 和 Tier 0.5 供應商關係中的角色和職責
OEM計劃投資指南：成本概覽範例
內部生產與外包給供應商
重要事項

自動駕駛領域的成長機遇

成長機會一：長期夥伴關係
成長機會2：車輛客製化
成長機會3：策略聯盟

附錄：後續步驟

簡介目錄

Product Code: PFRE-46

Software-defined Vehicles and White-labelling of Solutions will Drive Transformational Growth by Enabling the Emergence of Tier 0.5 Suppliers

The automotive industry is experiencing a significant transformation, transitioning from conventional to software-defined vehicles. As vehicles develop into intelligent, connected platforms driven by electrification, autonomous driving technologies, and digital services, traditional original equipment manufacturers (OEMs) are confronted with increasing complexity in design, integration, and delivery, leading to substantial financial expenditures. In this scenario, Tier 0.5 suppliers are emerging as crucial enablers, effectively bridging the gap between Tier I component suppliers and OEMs by providing comprehensive and integrated vehicle platforms that combine hardware, embedded software, and system-level intelligence based on driving behavior.

Unlike traditional Tier I suppliers, Tier 0.5 suppliers deliver modular vehicle architectures that facilitate expedited time-to-market, scalability, personalized customization, and continuous upgradeability, thereby establishing themselves as essential partners for the development of electric vehicles and software-defined vehicles in this new era of mobility. These platforms frequently encompass vital subsystems such as by-wire systems, battery integration, centralized computing, and connectivity, rendering them foundational for the implementation of advanced driver assistance systems and autonomous driving capabilities.

As OEMs transition to lifecycle-based revenue models that capitalize on over-the-air updates, feature-on-demand services, and platform business strategies, Tier 0.5 suppliers provide the architectural flexibility and rapid time-to-market needed to stay competitive in this changing space. By enabling OEMs to concentrate on brand development, user experience, and digital ecosystems while managing the intricacies of integrated vehicle development, Tier 0.5 suppliers are becoming increasingly vital strategic partners in redefining the future of mobility.

This report offers insights into the changing role of Tier 0.5 suppliers in the automotive value chain. The base year is 2024, and the study period is from 2024 to 2030.

The Impact of the Top 3 Strategic Imperatives on Tier 0.5 Suppliers in the Automotive Value Chain

Innovative Business Models

Why:
- As the industry moves towards CASE convergence, traditional business models that rely on revenues based purely on the sales of passenger vehicles are getting outdated.
- OEMs are compelled to look at other business models to generate revenue to sustain themselves in the ecosystem.
Frost Perspective:
- OEMs are looking at multiple business models, such as feature-on-demand and pay-as-you-use services based on subscription models.
- This is giving consumers the ability to use features that would have been unavailable traditionally, and OEMs are looking to capitalize on this trend.

Competitive Intensity

Why:
- OEMs and tier suppliers are facing stiff competition in the changing landscape. The dynamics of the automotive industry have changed, where OEMs are competing against technology players with limited or no experience in the automotive ecosystem.
- Tier suppliers are competing with electronics and new-age companies that are vying for an entry into the value chain.
Frost Perspective:
- OEMs need to transform themselves and their ecosystem to stay competitive amongst their existing peers and new-age start-ups, which are blurring the boundaries between traditional automotive products and consumer electronics.
- Tier suppliers should look to evolve and provide more value for the OEMs to stay competitive rather than relying on traditional technology.

Industry Convergence

Why:
- Collaboration within the industry has become crucial for technology companies venturing into the automotive sector.
- New entrants are partnering with both established automotive firms and start-ups to facilitate a seamless transition into the automotive value chain.
Frost Perspective:
- Tier 0.5 suppliers, particularly technology players, are looking to capitalize on the gap by offering advanced software, electronics, and integration services in the automotive ecosystem.
- OEMs are expected to leverage the capabilities and bring the Tier 0.5 suppliers (technology players) into the fold to accelerate innovation and bridge the transition towards EVs and SDVs.

Scope of Analysis

Tier 0.5 suppliers fall between Tier I suppliers and original equipment manufacturers (OEMs), often co-developing integrated systems (Hardware + Software) with greater contribution to vehicle architecture, specifically for next-gen vehicles like electric vehicles (EVs), SDVs, and ADAS/AD platforms.
As OEMs are focusing on a shift from Hardware to Software and integration, Tier 0.5 suppliers are becoming the critical enablers by offering full-stack solutions, controllers, and platforms. OEMs partnering with a supplier will reduce their investment and development cycle and increase time to market for new product development.
It is expected that Tier 0.5 suppliers may support and manage the SW and system integration workloads through signing strategic partnerships with OEMs in the future, and their role will evolve from product delivery to platform orchestration, driving industry standards.

Questions This Study Will Answer

Who is a Tier 0.5 supplier? What is the distribution channel structure of Tier 0.5 suppliers?
What are the primary drivers and restraints for this market?
How will this market grow? What is the adoption trend among regions? Who are the Tier 0.5 suppliers in the value chain?
What are the current challenges and motivational factors that Tier 0.5 suppliers are facing?
What are the growth avenues for the Tier 0.5 supplier globally until 2030? How will they help important stakeholders in the automotive industry?

Key Competitors

Bosch
Aptiv
Magna International
Continental
REE Automotive
ZF Friedrichshafen
Foxtron
Foxconn
NVIDIA
Marelli
Mobis
NINGBO TUOPU GROUP
Huawei
Harman

Research Scope

Scope of Analysis
Segmentation

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8
The Impact of the Top 3 Strategic Imperatives on Tier 0.5 Suppliers in the Automotive Value Chain

Automotive Value Chain

How OEMs and Suppliers Power the Industry Together
Traditional Automotive Value Chain
Design to Delivery: Vehicle Production Process and Role of Key Stakeholders
Responsibilities of OEMs and Tier Suppliers
Key Roles and Responsibilities of Automotive OEMs and Suppliers
Roadblocks in Auto Production: Key Challenges that OEMs and Tier Suppliers Face with Traditional Manufacturing Methods
Changes in Value Chain
The Next Phase of the Automotive Value Chain
Competitive Environment
Key Competitors