Digital natives (e.g., TSLA) are redefining the car as a software platform, creating a transformation challenge for legacy OEMs and suppliers.
The Software Defined Vehicle
Digital natives (e.g., TSLA) are redefining the car as a software platform, creating a transformation challenge for legacy OEMs and suppliers. In suppliers, VC and APTV are best positioned (reiterate OW and Top Pick, respectively). GM is making solid progress while F is still laying an agile organizational foundation.
