‘Existential Risk’: Western Car Companies Are Blowing The Software Race
They thought subscriptions were an easy route to profit. But the real value is in something else…
Western car companies are blowing a major opportunity. That’s the takeaway from a new report from consulting firm AlixPartners, which found that many traditional automakers are giving up control of their user experience to third-p...
The narrative here presents a compelling case that Western automakers are lagging in the software-defined vehicle (SDV) race, but it’s worth examining the underlying assumptions and potential biases. The strongest version of this argument is that Chinese OEMs are outpacing Western competitors by prioritizing in-house software development, centralized architectures, and long-term R&D investment. This is supported by concrete data points, such as the higher percentage of Chinese firms using zonal ...
