2023-01-15-KPMG_Global-全球汽车行业高管调查_24页_3mb
报告摘要
KPMG Global Automotive Executive Survey Summary
Executive Summary
This 23rd Annual KPMG Global Automotive Executive Survey explores the transformative challenges and opportunities within the automotive industry, focusing on electric vehicles (EVs), new technologies, supply chain resilience, and market dynamics. Despite heightened optimism, executives navigate challenges like economic pressures, supply constraints, and geopolitical risks. The industry faces pivotal decisions, including capital allocation, partnerships, operational models, and safeguarding customer trust. Four key implications are presented: prepare for unexpected scenarios; collaborate across industries; prioritize customer-centricity; and maintain strategic agility.
Industrial Dynamics & Future Outlook
Global Outlook & Optimism
- Auto leaders are broadly optimistic about long-term growth.
- 83% of executives foresee profitable growth in the next five years vs. 53% in 2021.
- Auto executives are more optimistic (62%) about after-sales revenues from subscription-based software services (e.g., EV charging, maintenance analytics).
Executive Sentiment on Market Factors (2021 vs. 2022)
| Factor | 2021 % | 2022 % |
|---|---|---|
| Optimism on Long-term Growth | Not provided | 83% |
| Optimism on Software Revenues | Not provided | 62% |
| Concern about Inflation & Rates | 14% Optimistic | 76% Concerned |
| Concern about Supply Chain Risks | General concern | Up to 93% (extreme optimism to concern net range) |
Powertrains Transformation
EV Market Realism
- 2021 projections (up to 70% EV market share by 2030) have narrowed; 10%-40% range in 2022.
- Countries like India face infrastructure challenges, Brazil prioritizes alternative fuels, and Japan leans toward hybrid tech.
- Rising confidence in EV cost parity (reaching parity without subsidies by 2030: 78% by 2030, 21% vs 7% in 2021 opposing subsidies).
EV Cost Adoption Parity & Government Subsidies
- 77% believe EVs will achieve widespread adoption next decade without subsidies (up 7% YoY), 91% agree 2022 vs. 75% 2021.
- If subsidies are phased out, >50% favor a threshold at $70,000 vs. current auto prices.
New Technologies, Start-ups & New Entrants
Market Expansion & Competition
- Large technology companies are seen as key potential entrants into the auto market (e.g., Apple, Google) with significant impact.
- 60% of execs expect Apple to enter the auto market (up from 35% in 2021).
- New entrants like BYD, Tesla, Rivian, and Apple are reshaping industry dynamics.
- 9 in 10 executives believe start-ups will impact the auto industry considerably.
Sector Impact Projections
| Action Type | Percentage of Executives |
|---|---|
| Will Enter Auto Market | 59% (Google), 60% (Apple) |
| Will Cause Market Reordering | 31% |
Digital Consumers & Contract Manufacturing
Digitalization of Purchasing & Data Monetization
- Contracts are increasingly digital, CT influencing consumer behavior, and subscription models for software/ADAS expected (62% confident).
- 80% of consumers prioritize driving performance and brand image for EV purchase decisions (up from 71% in 2021).
- Cybersecurity concerns: 75% cite it as very important in purchase decisions; 80% believe manufacturers possess adequate protections.
Future of Contract Manufacturing
- 82% of executives believe contract manufacturing can help automakers (Foxconn, Magna Steyr example).
- Automakers are moving toward near-shoring & direct sourcing to mitigate supply risks.
Skills & Talent Management
Talent Demand Transformation
- A shortage of key skills in electronics, data science, mechanical engineering, and Industry 4.0 technologies.
- Advanced manufacturing engineers (Industry 4.0), electrical hardware engineers, data science, and software talent are top priorities.
Key Outcomes & Recommendations
- Prepare for the unexpected: Scenario planning and asset flexibility are critical.
- Collaborate strategically: New technological alliances (with I.T., AI, data analytics) indispensable.
- Center on the customer: Digital relationships, personalization, and trust are paramount.
- Accelerate decision-making: Agility and speed of execution are vital for success.
© 2022 KPMG International.
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