Fujimoto@CEIBS Shanghai Forum 202311第三版.pdf

1、BEV-SDV CompetitionCapability-Architecture-Performance(CAP)Approach to Automobile Industrial CompetitionNovember 2023Takahiro FujimotoProfessor,Waseda university,Emeritus professor,Tokyo university1The industrial phenomenon that should be explained:The industrial phenomenon that should be explained:

2、Rapid expansion of Chinas BEV market after 2020Rapid expansion of Chinas BEV market after 2020Tesla Shanghai FactoryGovernment Supports to BEVRapid Growth of BEV-SDV DemandChinaChinaChinaChinaChinaManufacturing(monozukuri)Capability（local concentration）Product-ProcessArchitecture(Selected by Product

3、s）Comparative Advantage ofDesign SitesFit？Capability-Building EnvironmentCustomer or MarketRequirementsConstraints imposed by SocietyDecisions and Behaviors of Designers Other Environmental Factors,and ChancesCapability-Building CompetitionCapability-Building CapabilityConstraints imposed by Technol

4、ogyCapabilityTakahiro FujimotoCapability-Architecture-Performance(CAP)FrameworkArchitecturePerformance3Manufacturing(monozukuri)Capability（local concentration）Product-ProcessArchitecture(Selected by Products）Comparative Advantage ofDesign SitesFit？Capability-Building EnvironmentCustomer or MarketReq

5、uirementsConstraints imposed by SocietyDecisions and Behaviors of Designers Other Environmental Factors,and ChancesCapability-Building CompetitionCapability-Building CapabilityConstraints imposed by TechnologyStable Architecture Stable Architecture CapabilityCapability-building mattersbuilding matte

6、rsArchitecturalArchitectural changes changes Core capability set changes Core capability set changes Lean Capability-building for Integral Architecture Products(Hardware)Partial Architectural Canges?(e.g.,Software-Defined Vehicle)Core capability set changes4Takahiro FujimotoFit？CapabilityArchitectur