THE GLOBAL AUTOMOTIVE 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 industry 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

Competitiveness improvement, automotive transport decarbonisation, vehicle connection and improvement, development of mobility services : the report details the growth levers prioritised by the world leaders in the automotive 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.

EXECUTIVE SUMMARY

This ten-page summary draws the reader's attention to the key elements of the study.

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.

FRAMING AND ENVIRONMENT

MARKET FUNDAMENTALS

Activity

Customers

Products

Suppliers

Leaders' profiles

Activity by region

SECTORAL ENVIRONMENT

Overview (PESTEL analysis)

Regulation

Global economic growth

Raw material prices

Major trends on the automotive market

THE MARKET AND LEADERS' ACTIVITY

THE GLOBAL AUTOMOTIVE MARKET

Global light vehicle sales (2008-2020)

Sales in China (2006-2020)

Electric vehicle sales (2011-2020)

Impact of the health crisis on global light vehicle production

Automotive production by region

International sales of vehicles

LEADERS' ACTIVITY AND PERFORMANCES

Leaders' cumulative revenue (2012-2020)

Positioning by average growth rate

Leaders' aggregate operating income rate

Rankings by EBIT rate

Activity and individualised performances

Leaders' geographical presence

COMPETITION AND LEADERS' STRATEGIES

COMPETITIVE ENVIRONMENT

Overview (Porter's 5 Forces)

Bargaining power of suppliers

Threat of new entrants

LEADERS' STRATEGIES

Improving competitiveness

Decarbonising automotive transport

Connecting and empowering vehicles

Developing mobility services

FORCES AT WORK

Ranking of the 10 world leaders in the global automotive industry

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

SWOT analysis of the 10 leaders

Leader's profiles