ioe = new partners & business models @ its world congress 2014
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September 2014
ITS World Congress 2014: New Partners, Innovation & Business Models Andreas Mai, Director Smart Connected Vehicles
© 2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 2
Andreas Mai Director Smart Connected Vehicles
Dr. Chris Borroni-Bird VP Strategic Development
Tim Yerdon VP Design, Marketing and Connected Services
James Buczkowski Henry Ford Technical Fellow & Director Electrical & Electronics Systems Research & Advanced Engineering
Kevin Link General Manager Telematics China
© 2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 3
Data People Processes
Things
UBI
Source: Cisco Smart Connected Vehicle, 2014
© 2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 4
Devices
Processes
Clouds Infrastructure
Applications
Collaboration
Social
Data
API
API
API
API
API API
API
API
Security
Integration
Cloud
On-Premise Intra-Company
Inter-Company
Source: Cisco Smart Connected Vehicle, 2014
© 2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 5
2020
Auto !?" Tech
Autonomous
Travel
Experience Assurance
Personal Public Hybrid
Mobility Value Chain
X-Change
Source: Cisco Smart Connected Vehicle, 2014
© 2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 6
250
210
160
80
Worldwide Benefits
$700 Billion
Note: Core Regions NA, EU, AP, Excl. 22% RoW, @ $1,400/ vehicle & 67% penetration of vehicle population
Society § Safety: V2V to address 80% of crashes § Congestion: V2I to increase road and
intersection throughput, CO2 reduction § Lower traffic/road/toll operation costs
Vehicle User § Lower operation & insurance cost § Less time stuck in traffic, more productivity § Lower data cost
Internet of Cars Service Providers § Cyber security: Cloud supported protection § B2B2C service platform: to integrate E-2-E
experiences, e.g., navi + traffic + parking +LBS § Infotainment & Productivity Apps
Auto OEM/OES § Remote diagnostics: to reduce warranty cost
(>50% electronics) § Secure OTA-Update: of >100 electronic control
units to reduce recall cost § Connected CRM/ VRM: to increase customer
stickiness and service revenue Source: Cisco IBSG Automotive and Economics Practices, 2011
Worldwide Benefits from Connecting Road Vehicles Per Year [$ Billion]
© 2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 7
B2C
B2B
Cost Reduction Cost Avoidance Gross Margin
Source: Cisco Smart Connected Vehicle, 2014
© 2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 8
Autos Tier-1s
Startups
Dealers
Insurance Government
MSPs
Source: Cisco Smart Connected Vehicle, 2014
© 2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 9
X-Change
Data 4 Value: What data? With whom? What price?
Customer Business Business Business
Customer
Source: Cisco Smart Connected Vehicle, 2014
© 2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 10
IoC Services
RSU NewCo
OBU NewCo
Network
PAYD EV Clearing And more… ITS TSP
Build & Operate WiFi + DSRC Network to Monetize Off-Load,
ITS & LBS Services
Subsidize OBU Upgrade For Right to Monetize Data & CV Services
Source: Cisco Smart Connected Vehicles Team, 2012
© 2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 11
RSU NewCo
Build/ Operate WiFi/ DSRC
Network (& OTT)
Mobile SP Off-Load ITS: Toll, Traffic, Park, ++
$ for ITS-Services $ for Off-Load
3G/LTE WiFi
DSRC
NewCo (PPP?)
Build/ Operate WiFi + DSRC
Network
City Mesh/ Enterprise WLAN
Hotspot
Gov
ernm
ent/
Sta
tes/
Citi
es
Roa
d/ P
arki
ng
Infra
stru
ctur
e
Source: Cisco Smart Connected Vehicles Team, 2012
© 2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 12
U.S. Roadside Equipment (RSE) PPP Revenue Model [US$ Million]
CapEx P&L Initial Total 5 Year RSE Investment (10 Depr.) 6,261 626
Repair/ Replacement 616 62
Operating Expenses 440
Subtotal RSE Cost 1,128
Hypothetical Margin 100% 1,128
Revenue Required to Fund “RSE Business” 2,256
Source: Vehicle-Infrastructure Integration (VII) Initiative, Benefit-Cost Analysis, Version 2.3, US-DOT, 2008 Cisco IBSG Automotive, 2011
1/10th
Per Mile Per Month
=
© 2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 13
City/ State/ Federal
Assets
ROA
ROA
Investment
ROI
Smart Road Fee
Big Data
Service Fee
Users ROA
(Partial) Cash-out
Infrastructure REITS
Outsource Infrastructure Operators
Funding
Smart Road Fee
Big Data
Service Fee
ITS Operators
© 2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 14
OBU NewCo
$
$$
Auto OEM Basic
Full Service Platform
OBU NewCo
OBU
$ for OBU
Aut
omot
ive
OE
M
Afte
rmar
ket
$ B2B Fees
B2B Services
B2B
$$$
OBU
$$$ for OBU Suppliers
$ B2B Fees
B2B Services
B2C
$$
Source: Cisco Smart Connected Vehicles Team, 2012
© 2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 15
Source: Cisco Smart Connected Vehicle, 2014
Core From Building Cars to Selling Travel Time Well Spent
Context Connectivity Roads ITS Services
…
Energy Vehicle LBS UBI Modes
© 2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 16
Source: Cisco Smart Connected Vehicle, 2014
Highly accurate maps & location
Cyber security
Big data management, analytics
Compute performance
Vehicle connectivity performance
Vehicle network performance
Actuators/ HMI experience
Algorithms for detection & decision
Sensors and sensor fusion
Autonomous Collaboration / Standards
Competition/ Proprietary
Collaborate Partner Buy (M&A) Build
HMI
Location
Innovation Leaders
© 2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 17
Source: Cisco Smart Connected Vehicle, 2014
Highly accurate maps and location Cyber security Big data management, analytics Compute performance Vehicle connectivity performance Vehicle network performance Actuators/ HMI Algorithms for detection & decision Sensors and sensor fusion
Technology Autonomous
Core From Building Cars to Selling Travel Time Well Spent
Value Chain Connectivity Roads ITS Services
…
Energy Vehicle LBS UBI Modes
Innovation Models Business Models
§ Build § Buy (M&A) § Partner § Collaborate § …
§ B2B & B2C § Data 4 Value § Cost Reduction § Cost Avoidance § …
© 2014 Cisco and/or its affiliates. All rights reserved. Cisco Confidential 18
Andreas Mai Director Smart Connected Vehicles
Dr. Chris Borroni-Bird VP Strategic Development
Tim Yerdon VP Design, Marketing and Connected Services
James Buczkowski Henry Ford Technical Fellow & Director Electrical & Electronics Systems Research & Advanced Engineering
Kevin Link General Manager Telematics China
Thank you.
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