Insight on the Four Big Themes Impacting the Automobile Industry

by Sameer Joshi or 19-May-2018

According to 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.

 

Each threat 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.

 

This latest 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.

 

Reasons to Buy:

• Corporations: Helps CEOs in all industries understand the disruptive threats to their competitive landscape.

• Investors: Helps fund managers focus their time on the most interesting investment opportunities in global TMT.