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1、APRIL 2023Will Connected Cars Be a Boon or Bust for the Automotive Aftermarket?The US aftermarket has been growing by 5%a year,to its current market size of$357 billion Sources:S&P Global;US Census;MEMA Aftermarket Suppliers analysis;BCG analysis.ALL FIGURESIN$BILLIONSFOR FISCAL-YEAR 2022The numbers

2、 in white are profit,and the numbers in bright green are revenue.Distributors/retailers$21$141Dealers$14$103Independentinstallers$15$175Suppliers$13$88DIY$78OEMs$16$65Parts and laborParts onlyTotal aftermarketProfit=$80 billionRevenue=$357 billionIncreased connectivity changes how vehicles can be se

3、rviced in the aftermarketwhich will reshape profit pools for aftermarket playersSource:BCG analysis.Note:For each use case that assumes a minimum software-defined connectivity,20%of connected cars are added to the impacted car parc population.Increasing capability to support connectivity use casesNo

4、t connectedVehicle connectivityElectrical architectureRemote service capabilityConnectedSoftware-definedDistributed,application-specific controllersDiagnostic tool physically connected in the service centerLimited remote capabilityDistributed,application-specific controllersEmbedded wireless telemat

5、icsNot connectedEmbedded wireless telematicsCentralized,high-performanceUnified software architecture that can be addressed fully remotelyNew cars are increasingly connected,and the industry must take steps now to capitalize on the emerging opportunity Source:IHS New Vehicle Sales;Experian Car Parc,

6、Premium.Bar-chart data includes information on premium cars,including those from Lexus,Mercedes-Benz,Volkswagen,BMW,Audi,Lincoln,Audi,Tesla,and Porsche.Note:Figures may not add to 100 due to rounding.83%64%45%17%35%50%20222%202720325%30428431731%9%66%83%76%8%24%20223%20272032141616US CAR PARC(MILLIO