2021年全球汽车高管调查报告（英）-28页_2mb

Summary of KPMG 2021 Global Automotive Executive Survey

Core Content

The KPMG 2021 Global Automotive Executive Survey highlights the transformative changes expected in the automotive industry over the next 5 to 10 years. It includes insights from over 1,100 executives across 31 countries, covering a wide range of topics such as technological advancements, supply chain challenges, new business models, and the role of new entrants.

Main Findings

• Electric Vehicles (EVs):

  • EV market share is expected to grow significantly by 2030, though there is no consensus on the exact percentage.
  • EVs are projected to reach cost parity with internal combustion engine (ICE) vehicles by 2030.
  • Despite the expectation of widespread adoption without subsidies, the majority of executives still support government subsidies.
  • 77% of executives believe consumers will expect charge times under 30 minutes, necessitating the development of DC fast-charging infrastructure.
  • Charging infrastructure remains a critical challenge, especially in densely populated cities.

• Digital Consumers:

  • Most vehicles are expected to be sold online by 2030, with 78% of respondents predicting this.
  • 47% believe that at least 60% of new cars will be sold directly by automakers to consumers.
  • A seamless and hassle-free experience is anticipated to be more important than vehicle performance in consumer decision-making.

• New Business Models:

  • 84% of executives expect car subscriptions to compete with traditional ownership models by 2030.
  • Automakers are seen as best positioned to lead in subscriptions, with 45% of respondents agreeing.
  • 61% of executives believe start-ups will have a moderate impact on the industry, while 31% predict a major impact.

• New Technologies and Entrants:

  • The automotive and technology sectors are converging, with new entrants like Google, Apple, Amazon, and Huawei expected to enter the market.
  • Start-ups are using "asset-light" strategies, relying on contract manufacturing, with 82% of executives believing this approach can be successful.
  • 57% of executives expect the cost and complexity of trade rules and tariffs to increase over the next five years.

• Supply Chain Vulnerabilities:

  • Supply chain issues, including commodity price volatility and labor shortages, are a major concern.
  • 53% of executives are confident about more profitable growth in the next five years, while 38% are concerned.
  • In the U.S., 66% are confident, compared to 49% in Germany and 55% in China.
  • 55% of executives are very or extremely concerned about labor shortages, with the U.S. showing the highest concern at over 70%.
  • Commodity price volatility is a concern for 46% of executives, with the potential to impact business in the next year.

Key Trends and Implications

• The industry is undergoing a fundamental transformation, driven by digitalization, electrification, and new business models.
• The shift to EVs and digital sales is expected to reshape the automotive landscape, requiring significant investments in technology and infrastructure.
• New entrants are challenging traditional automakers, creating both competition and opportunities.
• Supply chain resilience and talent acquisition are critical for future success.
• The convergence of technology and automotive industries is leading to new alliances and a redefinition of the value chain.

Conclusion

The automotive industry is at a pivotal moment, with executives anticipating major changes across all sectors. While there is optimism about growth and innovation, there are also significant concerns about supply chain stability, labor shortages, and regulatory challenges. These factors will shape the industry's future, making strategic decisions today crucial for long-term success.