Automotive Sector Scorecard – Thematic Research

Powered by

All the vital news, analysis, and commentary curated by our industry experts.

The global automotive industry – worth at least $3.5 trillion in annual revenues and second only to the energy and utility industries in its economic multiplier value – faces four concurrent disruptive threats: the connected car, autonomous driving technology, the concept of mobility-as-a-service, and the electric vehicle. Together these megatrends are colloquially known as CASE, denoting connected, autonomous, shared and electric. Each threat is potentially existential to the legacy vehicle manufacturers operating in a low growth, low margin sector that rattles with over capacity, and which is seeing its supply lines reset by cumulative advances in enabling technologies typically deployed by the Tier 1 automobile sub-system suppliers. Traditionally, this industry has been very stable albeit hyper competitive. The stability was due to it being a high capital investment, but low return industry. Now, every week seems to bring a new entrant to the industry attracted by the ever-increasing electronic content of vehicles – value that’s outside the core competency of industry incumbents – and because the automotive value chain as a whole is beginning to embrace the broader concept of mobility.

Scope

This report is a sector scorecard, which identifies those companies most likely to succeed in a world filled with disruptive threats. Inside, we predict how each theme will evolve and who the leading and lagging companies are.

It includes a theme map that shows the 32 biggest themes driving growth in the automotive sector.

It explains how some of the largest listed players in the sector have performed over the last three years.

It looks at major technology, macro-economic, and regulatory themes impacting automotive companies.

Key Highlights

This report provides information on key themes that will impact the automotive sector over the next two years, including autonomous and electric vehicles, AI, 5G, the rise of the SUV, fuel economy, and de-dieselization.

Reasons to Buy

Companies who invest in the right themes become success stories; those who miss the big themes end up as failures. Corporate executives and investors who want to outperform their competitors need to understand all the themes that impact their sector. However, many of these themes are, by definition, outside of the core competencies of company boardrooms because they typically originate from external industries. This automotive scorecard provides a top-down, comprehensive outlook for the key players in the automotive industry over the next two years, based on the key themes set to transform their market.

Adient
Alphabet
Aptiv
Autoliv
BAIC
Baidu
BMW
Byd
CATL
Continental
Daimler
Delphi Tech
Denso
Dongfeng Autos
Faurecia
Fiat Chrysler
Ford
Geely
GM
Grammer
Great Wall
Honda
Hyundai Motor
Infineon
Intel
Joyson
LG Chem
Lyft
Magna
Mahindra
Nio
Nissan
Nvidia
NXP
Panasonic
Peugeot
Qualcomm
Renault
Robert Bosch
SAIC Motor
Samsung Electronics
Samsung SDI
Schaeffler
STMicroelectronics
Suzuki
Tata Motor
Tenneco
Tesla
Toyota
Tung Thih
Uber
Valeo
Veoneer
Volkswagen
ZF

Table of Contents

Introduction

Themes

Sector Scorecard: Automotive

Appendix: Our “thematic” research methodology

Frequently asked questions

Automotive Sector Scorecard – Thematic Research thematic reports
Currency USD
$495

Can be used by individual purchaser only

$995

Can be shared globally by unlimited users within the purchasing corporation e.g. all employees of a single company


Undecided about purchasing this report?

Enquire Before Buying Request a Free Sample

Get in touch to find out about multi-purchase discounts

reportstore@globaldata.com
Tel +44 20 7947 2745

Every customer’s requirement is unique. With over 220,000 construction projects tracked, we can create a tailored dataset for you based on the types of projects you are looking for. Please get in touch with your specific requirements and we can send you a quote.

Sample Report

Automotive Sector Scorecard – Thematic Research was curated by the best experts in the industry and we are confident about its unique quality. However, we want you to make the most beneficial decision for your business, so we offer free sample pages to help you:

  • Assess the relevance of the report
  • Evaluate the quality of the report
  • Justify the cost

Download your copy of the sample report and make an informed decision about whether the full report will provide you with the insights and information you need.

Below is a sample report to understand what you are buying

See what our customers are saying

“The GlobalData platform is our go-to tool for intelligence services. GlobalData provides an easy way to access comprehensive intelligence data around multiple sectors, which essentially makes it a one-for-all intelligence platform, for tendering and approaching customers.

GlobalData is very customer orientated, with a high degree of personalised services, which benefits everyday use. The highly detailed project intelligence and forecast reports can be utilised across multiple departments and workflow scopes, from operational to strategic level, and often support strategic decisions. GlobalData Analytics and visualisation solutions has contributed positively when preparing management presentations and strategic papers.”

Business Intelligence & Marketing Manager, SAL Heavy Lift

“COVID-19 has caused significant interference to our business and the COVID-19 intelligence from GlobalData has helped us reach better decisions around strategy. These two highlights have helped enormously to understand the projections into the future concerning our business units, we also utilise the project database to source new projects for Liebherr-Werk to use as an additional source to pitch for new business.”

Market Analyst & Management, Liebherr-Werk

Your daily news has saved me a lot of time and keeps me up-to-date with what is happening in the market, I like that you almost always have a link to the source origin. We also use your market data in our Strategic Business Process to support our business decisions. By having everything in one place on the Intelligence Center it has saved me a lot of time versus looking on different sources, the alert function also helps with this.

Head of Key Accounts, Saab AB

Having used several other market research companies, I find that GlobalData manages to provide that ‘difficult-to-get’ market data that others can’t, as well as very diverse and complete consumer surveys.

Marketing Intelligence Manager, Portugal Foods

Our experience with GlobalData has been very good, from the platform itself to the people. I find that the analysts and the account team have a high level of customer focus and responsiveness and therefore I can always rely on. The platform is more holistic than other providers. It is convenient and almost like a one stop shop. The pricing suite is highly competitive and value for our organisation.

I like reports that inform new segments such as the analysis on generation Z, millennials, the impact of COVID 19 to our banking customers and their new channel habits. Secondly the specialist insight on affluent sector significantly increases our understanding about this group of customers. The combination of those give us depth and breadth of the evolving market.

I’m in the business of answering and helping people make decisions so with the intelligence center I can do that, effectively and efficiently. I can share quickly key insights that answer and satisfy our country stakeholders by giving them many quality studies and primary research about competitive landscape beyond the outlook of our bank. It helps me be seen as an advisory partner and that makes a big difference. A big benefit of our subscription is that no one holds the whole data and because it allows so many people, so many different parts of our organisation have access, it enables all teams to have the same level of knowledge and decision support.

Head of Customer Insight and Research, Standard Chartered

“I know that I can always rely on Globaldata’s work when I’m searching for the right consumer and market insights. I use Globaldata insights to understand the changing market & consumer landscape and help create better taste & wellbeing solutions for our customers in food, beverage and healthcare industries.

Globaldata has the right data and the reports are of very high quality compared to your competitors. Globaldata not only has overall market sizes & consumer insights on food & beverages but also provides insights at the ingredient & flavour level. That is key for B2B companies like Givaudan. This way we understand our customers’ business and also gain insight to our unique industry”

Head of Consumer Sensory Insights, Givaudan

GlobalData provides a great range of information and reports on various sectors that is highly relevant, timely, easy to access and utilise.  The reports and data dashboards help engagement with clients; they provide valuable industry and market insights that can enrich client conversations and can help in the shaping of value propositions. Moreover, using GlobalData products has helped increase my knowledge of the finance sector, the players within it, and the general threats and opportunities.

I find the consumer surveys that are carried out to be extremely beneficial and not something I have seen anywhere else. They provided an insightful view of why and which consumers take (or don’t) particular financial products. This can help shape conversations with clients to ensure they make the right strategic decisions for their business.

One of the challenges I have found is that data in the payments space is often piecemeal. With GD all of the data I need is in one place, but it also comes with additional market reports that provide useful extra context and information. Having the ability to set-up alerts on relevant movements in the industry, be it competitors or customers, and have them emailed directly to me, ensures I get early sight of industry activity and don’t have to search for news.

Senior Account Manager, TSYS
Go even deeper with GlobalData Intelligence Center

Every Company Report we produce is powered by the GlobalData Intelligence Center.

Subscribing to our intelligence platform means you can monitor developments at Automotive Sector Scorecard – Thematic Research in real time.

  • Access a live Automotive Sector Scorecard – Thematic Research dashboard for 12 months, with up-to-the-minute insights.
  • Fuel your decision making with real-time deal coverage and media activity.
  • Turn insights on financials, deals, products and pipelines into powerful agents of commercial advantage.