THE GLOBAL SHIPBUILDING INDUSTRY

IN THIS XERFI GLOBAL REPORT :

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 shipbuilding industry and its prospects. In particular, it outlines the impact of the health crisis and the lessons to be learned from the current situation.

COMPANIES' BUSINESS STRATEGIES

Consolidation, mergers and acquisitions, joint ventures, strategic partnerships, rationalisation programmes, growth opportunities, new environmental regulations or new services: the report details the growth levers prioritised by the world leaders in the shipbuilding 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. EXECUTIVE SUMMARY

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. MARKET FUNDAMENTALS

SCOPE OF THE REPORT

OVERVIEW

MARKET FUNDAMENTALS

3. THE MARKET AND LEADERS' ACTIVITY

SECTORAL ENVIRONMENT

• Overview (PESTEL analysis)

• The role of public authorities

• Economic factors

• Regulatory and technological factors

THE GLOBAL SHIPBUILDING MARKET

• Key market indicators

• Key indicators of supply

LEADERS' ACTIVITY AND PERFORMANCES

• Revenue

• Operating profit rate

• Individualised activity and performance

4. COMPETITION AND THE STRATEGIES OF THE LEADERS

COMPETITIVE ENVIRONMENT

• Porter's 5 forces (Overview)

• Intra-sectoral competition

• Threat of new entrants

• Government's influence

• Bargaining power of customers

• Bargaining power of suppliers

• Threat of substitutes

LEADERS' STRATEGIES

• Overview

• Consolidation of the shipbuilding industry

• Acquisitions

• Mergers

• Joint ventures

• Strategic partnerships

• Rationalisation programmes

• Main growth opportunities

• Complying with new environmental regulations

• The rise of LNG

• Offering new services

• Positioning in the cruise ship segment

5. SOURCES

6. ANNEXES

7. FORCES AT WORK

• Rankings of the 10 world leaders in the global shipbuilding industry

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

• SWOT analysis of the 10 leaders

8. LEADERS' PROFILES

• KSOE

• DAEWOO SHIPBUILDING & MARINE ENGINEERING

• SAMSUNG HEAVY INDUSTRIES

• FINCANTIERI

• MITSUI ENGINEERING & SHIPBUILDING

• MITSUBISHI HEAVY INDUSTRIES

• YANGZIJIANG SHIPBUILDING

• CSSC OFFSHORE & MARINE ENGINEERING

• KAWASAKI SHIP & OFFSHORE STRUCTURE

• CSBC CORPORATION

KSOE

DAEWOO SHIPBUILDING & MARINE ENGINEERING

SAMSUNG HEAVY INDUSTRIES

FINCANTIERI

MITSUI ENGINEERING & SHIPBUILDING

MITSUBISHI HEAVY INDUSTRIES

YANGZIJIANG SHIPBUILDING

CSSC OFFSHORE & MARINE ENGINEERING

KAWASAKI SHIP & OFFSHORE STRUCTURE

CSBC CORPORATION