THE GLOBAL AUTOMOTIVE EQUIPMENT INDUSTRY

MARKET ANALYSIS IN THE LIGHT OF THE COVID-19 CRISIS

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the global automotive equipment industry (excluding tyres) and its prospects. In particular, it outlines the impact of the health crisis and the lessons to be learned from the current situation.

DESCRIPTION OF COMPANIES DEVELOPMENT AXES

Improving competitiveness, decarbonising automotive transport, improving cabin comfort and ensuring vehicle connectivity, and positioning itself in technologies to improve safety and driving comfort : the report details the growth levers prioritised by the world leaders in the automotive equipment industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

1. SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies.

2. FRAMING AND ENVIRONMENT

THE FUNDAMENTALS OF THE SECTOR

• Activity

• Suppliers

• Customers

• Products

• Leaders' profiles

THE SECTORAL ENVIRONMENT

• Overview (PESTEL analysis)

• The role of public authorities

• Influence of fuel prices on the choice of motorisation

• Raw material prices

• The global automotive market

• Electric vehicle sales

• Global production of light vehicles

• Impact of the health crisis on global light vehicle production

• Global production of heavy goods vehicles

• Targets in terms of CO2 emissions

• Demand for hybrid powertrains

• Evolution of car usage

• Major trends in the automotive market

• Electromobility is changing the automotive industry

3. THE MARKET AND THE ACTIVITY OF THE LEADERS

THE GLOBAL AUTOMOTIVE EQUIPMENT MARKET

• Evolution of the market size

• Demand for electric batteries

• Demand for automotive semiconductors

• Demand in the aftermarket

• International trade in automotive equipment

ACTIVITY AND PERFORMANCE OF LEADERS

• Leaders' cumulative revenue

• Positioning by average growth rate

• Ranking by EBIT ratio, R&D rate and Capex

• Individualised activity and performances

4. COMPETITION AND LEADERS' STRATEGIES

THE COMPETITIVE ENVIRONMENT

• Overview (Porter's strengths)

• Intra-sectoral competition

• Threat of new entrants

• Government's influence

• Threat of substitutes

• Bargaining power of customers

LEADERS' STRATEGIES

• Improving competitiveness

• Decarbonising car transport

• Making strategic acquisitions

• Positioning in connectivity and cabin technologies

• Improving safety and driving comfort

5. FORCES AT WORK

• Ranking of the 10 world leaders in the global automotive equipment industry

• Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

• SWOT analysis of the 10 leaders

• Leader's profiles