THE GLOBAL AUTOMOTIVE INDUSTRY

MARKET ANALYSIS IN THE LIGHT

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.

COMPANIES' BUSINESS STRATEGIES

Decarbonization of automotive transport, electrification of the automobile, securing supplies, positioning in the battery market, international markets, 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.

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

BUSINESS FUNDAMENTALS

3. THE MARKET AND LEADERS' ACTIVITY

THE SECTOR ENVIRONMENT

• Overview

• Political factors

• Economic factors

• Social and technological factors

• Legal and environmental factors

THE GLOBAL CAR MANUFACTURING MARKET

• Demand

• Supply

• Light vehicle production forecasts

• International trade

LEADERS' BUSINESS AND PERFORMANCE

• Revenue

• Sales

• Operating profit rate

• Geographic presence

• Analysing the performance of leaders

4. COMPETITION AND LEADERSHIP STRATEGIES

COMPETITIVE ENVIRONMENT

• Porter's 5 forces (Overview)

• Bargaining power of suppliers

• Threat of new entrants

• Threat of substitutes

LEADERS' STRATEGIES

• Overview

• Helping to decarbonise car transport

• Embracing the electrification of the car

• The industrial consequences of electrification

• Securing supplies

• Positioning in the battery market

• Mastering embedded software

• Turning to international markets

• Developing mobility services

5. SOURCES

6. ANNEXES

7. FORCES AT WORK

• Rankings 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

8. LEADERS' PROFILES

• BMW

• Ford Motors

• General Motors

• Honda

• Hyundai-Kia

• Mercedes-Benz Group

• Stellantis

• Tesla

• Toyota Motor

• Volkswagen Group

BMW

Ford Motors

General Motors

Honda

Hyundai-Kia

Mercedes-Benz Group

Stellantis

Tesla

Toyota Motor

Volkswagen Group