{ "docId": "019dd923-5de0-76bd-a169-d2445aebb123", "docSlug": "11c735f392dc2c70", "documentTitle": "Automated Trucks The next big disruptor in the automotive industry?", "authorId": "RolandBerger", "authorName": "Roland Berger", "documentKindSlug": "consulting-deck", "documentKindLabel": "Consulting deck", "sourceTypeSlug": "strategy_consulting", "sourceTypeLabel": "Strategy consulting", "presentationDate": null, "orientation": "portrait", "aspectRatio": 0.707, "pageNumber": 8, "pageCount": 11, "prevPage": 7, "nextPage": 9, "slideType": "key_takeaways", "function": "summarize", "density": "overcrowded", "nDataPoints": 1, "notes": null, "elementsJson": [ "paragraph", "bullet_list" ], "metadataConfidence": 0.9, "imagePath": null, "slideHref": "/slides/019dd923-5de0-76bd-a169-d2445aebb123/8", "deckHref": "/decks/019dd923-5de0-76bd-a169-d2445aebb123", "deckJsonHref": "/decks/019dd923-5de0-76bd-a169-d2445aebb123.json", "deckAnchorHref": "/decks/019dd923-5de0-76bd-a169-d2445aebb123#slide-8", "components": [ { "bbox": null, "kind": "callout", "text": "The trend toward autonomous driving requires action from both OEMs and suppliers.", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd952-3beb-760d-a9f4-facd4195aeaa", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.8, "x": 0.1, "y": 0.65 }, "kind": "list", "text": "For function-specific automation, complete functions can be sourced by OEMs from suppliers, including sensors and software (similar to pure warning functions in the no-automation stage)\nCombined function automation requires a more complex interaction between sensors, control software and actuators. These functions might be developed by the OEMs or by specialized engineering service providers or suppliers\nIn a stage of limited self-driving automation, OEMs need to orchestrate component supplier activities as single ADAS functions converge to enable comprehensive trajectory planning and decision making functionality\nIn full self-driving automation, the end-game scenario, this \"brain\" module might be rather standardized and configurable through parameters and models based on the physics of the underlying vehicle. In such a scenario, economies of scale are crucial, and it's possible that a large (software) player with a background in robotics may gain a significant share of the overall revenue and profit pool – offering complete systems to technology-follower OEMs at affordable prices", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6944a949-73ca-4167-aa58-82fed7aca766", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.8, "x": 0.1, "y": 0.33 }, "kind": "paragraph", "text": "Besides the technical aspects, a new legal (and insurance) framework is required before we will see (limited) self-driving automation on public roads. Today, autonomous driving is prohibited by law as the driver needs to be in full control at any given time. Key questions to be addressed by a revised legal framework are liability (OEMs, suppliers, drivers) and criteria that can be used to determine if the vehicle meets required safety standards.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "027fa440-2c24-424d-9a89-923c962e7459", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.1, "y": 0.53 }, "kind": "paragraph", "text": "The trend toward autonomous driving requires action from both OEMs and suppliers. While roles and responsibilities will be strongly influenced by the stage of automation, the definition of the system architecture and system integration will remain the domain of OEMs across stages. Overall, we anticipate a stronger decomposition of the value chain, with specialists dominating specific 'functional clusters' that require specific competencies.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a3261715-187d-4752-beba-56a8ffe5a185", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.2, "w": 0.8, "x": 0.1, "y": 0.12 }, "kind": "paragraph", "text": "Overall sensor data fusion, spatial recognition, trajectory planning and control and decision making will almost certainly be realized through centralized system architecture. To process around 300 GB of data per hour, to integrate the truck with the cloud, and to implement stricter security mechanisms, the in-vehicle network will switch to IP-based communication. The key requirements of these architectures are safety and security. Systems must have a fail-operational architecture that can still function in the event of minor errors and has a safe mode in case of serious technical failure. Further, systems must be secure in order to prevent external access to the system.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "da13195e-2d90-4455-bddf-fcf7f93f6f08", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.1, "y": 0.48 }, "kind": "title", "text": "C. IMPLICATIONS AND KEY TAKEAWAYS", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a9358b82-3d81-4509-80b2-c2a19f2b5578", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.1, "y": 0.05 }, "kind": "title", "text": "TRUCK ADVANCED DRIVER ASSISTANCE SYSTEMS", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b4ef11eb-e686-43da-9ed1-20ddb812b461", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [ { "name": "decomposition", "slug": null, "matchId": "54901f02-f0fb-4685-ab06-cd9f089fb16b", "evidence": "mentions decomposition of the value chain", "confidence": 0.8 } ], "arcBeats": [ { "to": 10, "from": 8, "beatId": "ae214b97-c57d-4193-8712-6703dd7b62d2", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Impact & Next Steps", "beatSlug": "consultants-gambit-impact-next-steps", "evidence": "Slides 8-10 provide key takeaways and a process diagram, indicating the impact and next steps for automated trucks.", "position": 2, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "loops": [ { "to": 10, "from": 2, "name": "Golden Circle", "slug": "11-golden-circle", "bestFor": "Visionary leadership, brand positioning, mission statements", "matchId": "61db8702-fb91-4951-be60-cc8960bd4954", "evidence": "The document addresses the what (slides 2-5), why (implied throughout), and how (slides 4-10) of automated trucks.", "position": 1, "objective": "To explain why automated trucks are important and how they can be achieved", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "confidence": 0.6, "description": "Invert the typical pitch by starting with why you exist, rather than what you do" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }