Automotive Sector Scorecard – Thematic Research

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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
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