德勤：2025年一方崛起多方衰落：汽车行业“大清算”研究报告（英文版）

First, scale and scope economies have become the ultimate competitive advantage. Wielding shared architectures and centralised supply chains, challenger automakers are unleashing cost efficiencies and continuous innovation that have enabled them to compress platform cycles from what used to be eight to 10 years to a matter of mere months. With every one of their iterations introducing core technological improvements to hardware and software, legacy automakers, trapped in their complex supply