Insight on the Four Big Themes Impacting the Automobile Industry
Publisher, the global automobile industry – worth $3.5 trillion in annual
revenues – faces four concurrent disruptive threats: the connected car,
autonomous driving technology, electric vehicle technology and
transport-as-a-service. Over the next five years, the auto industry is due for
a radical reset as these unfolding industry mega-trends dislocate its legacy
supply and value chains and reallocate its profit pool.
is potentially existential to the legacy carmakers who operate 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.
report, ‘Autonomous Vehicles – Global Thematic Research’, reveals that
automobile manufacturers can no longer carry on with business as usual as each
threat is potentially existential to the legacy carmakers operating in a low
growth, low margin sector characterised by over capacity.
Corporations: Helps CEOs in all industries understand the disruptive threats to
their competitive landscape.
Helps fund managers focus their time on the most interesting investment
opportunities in global TMT.