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Thematic Analysis
Mergers and Acquisition in Automotive - Thematic Research
In this report, we look at merger and acquisition (M&A) activity in the automotive sector over the last five years. We also highlight potential future bid targets in the sector, who is likely to acquire them and why.
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Thematic Analysis
Connected Car - Thematic Research
The connected car is one of four concurrent disruptive threats that the industry faces alongside the electric vehicle, autonomous driving and the concept of transport-as-a-service. The connected car is a result of the convergence of several ideas to use the evolving technology of network communications, known as the Internet of Things (IoT). The connected car’s role in the IoT is significant, since it brings together five key elements to the driver’s personal space and independent mobility: comfort, convenience, performance, safety...
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Thematic Analysis
Impact of India on Auto Sector, 2020 Update - Thematic Research
Like everywhere else India’s auto sector has been deeply impacted by the Covid-19 pandemic and the automotive sector is one of the hardest hit. India’s sector had already fared poorly in 2019 as issues with the economy took hold bringing a 10.3% fall in light vehicle sales in 2019. In 2020, the decline is forecast to be near on 25%. Up until Q1 2019, India’s market was finally beginning to realize its long-heralded potential. The light vehicle market had grown...
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Thematic Analysis
Shared Mobility, 2020 Update - Thematic Research
The concept of shared mobility is now in question as the novel coronavirus forces consumers to reevaluate their risk appetite for exposure. Sharing an enclosed vehicle – whether it is a ride-hailed taxi or a shared car club vehicle – now presents an increased chance of infection, which could blunt growth in the sector, preventing it from reaching the economies of scale needed to become financially sustainable. Incumbents will need to act carefully to manage the temporary reduction in revenue...
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Thematic Analysis
Overcapacity (Light Vehicle) - Thematic Research
There are some 600 light vehicle manufacturing plants in the world, spread through 44 countries. Together the plants have the capacity to manufacture over 130 million vehicles a year. Given that 88.8 million vehicles were manufactured in 2019, utilization of just 67% was achieved, with vast discrepancies between company and geographic performance. Moving into 2020, it’s estimated that between 72 and 74 million light vehicles will be manufactured dragging utilization down disastrously. The industry’s rule of thumb is that utilization...
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Thematic Analysis
Vehicle Manufacturing Sector Scorecard - Thematic Research
2021 was a historic year for the automotive industry, following the unprecedented disruption of 2020’s COVID-19 pandemic and more than a decade of responding to CASE megatrends; connected cars, autonomous vehicles, shared mobility, and electrification. Hopes were high in the first half of the year that production and sales would achieve an impressive recovery from the depths of the pandemic. Consumer spending remained strong and demand for vehicles was robust, but rough seas lay ahead as shortages of semiconductor-based components...
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Sector Analysis
The European Car Crash Repair Parts Market 2012 - 2020: Market size, market forecast and recommendations
"The European Crash Repair Parts Market 2012 - 2020: Market size, market forecast and recommendations”, a Trend Report by GlobalData, provides an executive-level overview of the European Car Crash market today, with forecasts of values and volumes up to 2020. It delivers deep quantitative and qualitative insight into the European Crash Repairs market, analyzing key trends in the market based on proprietary data from GlobalData’s aftermarket databases. After being suppressed, volumes have started to recover, with 2016 seeing the greatest...
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Sector Analysis
The European Car Consumables Market 2012 - 2020: Market size, market forecast and recommendations
"The European Consumables Market 2012 - 2020: Market size, market forecast and recommendations”, a Trend Report by GlobalData, provides an executive-level overview of the European consumables market today, with forecasts of values and volumes up to 2020. It delivers deep quantitative and qualitative insight into the European consumables market, analyzing key trends in the market based on proprietary data from GlobalData’s aftermarket databases. Since 2012, the volumes of consumable products sold have grown slightly, with the market having increased by...
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Thematic Analysis
Automotive Sector Scorecard, 2021 Update - Thematic Research
2020 was a year of unprecedented disruption for the automotive industry. The COVID-19 outbreak completely changed the game with entire populations forced to shield from the virus. This meant, factories ground to a halt, buyers couldn’t visit dealerships, and supply chains froze in place. This report looks at developments across the multiple sectors within the automotive industry.
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Thematic Analysis
Regulation in the Automotive Industry - Thematic Research
The automotive industry is one of the most heavily regulated industries in the world. Regulation has transformed the industry. From the regulatory bodies’ early focus on safety – precipitated by Ralph Nader’s seminal work in the 1960s – there’s been a pronounced shift to looking at the environmental impact. This first theme was improving air quality by regulating exhaust and fuels; latterly the focus has shifted to limiting CO2 emissions to mitigate global heating. The regulation in automotive thematic research...