2024-01-19-KPMG_China-第24届毕马威全球汽车高管调研_35页_2mb

Summary of the 24th Annual Global Automotive Executive Survey

The survey highlights a more realistic and cautious outlook on the EV transition in the global automotive industry. Key challenges include slower than expected profitable growth in EV markets, pricing pressures, and difficulties in achieving battery cost parity. Executives recognize the lengthy journey ahead, with uncertain regulatory landscapes and the need for innovation.

Regarding EV powertrains, estimates for market penetration are maturing but still vary by region. Tesla remains dominant, while hybrid technology and advanced batteries are gaining traction. Concerns about cost parity, supply chain disruptions, and cybersecurity underscore the challenges of scaling EVs.

In digital consumer preferences, seamless customer experience is now a priority alongside performance. Sales channels are shifting toward online platforms, and subscription-based services and software features are being explored, though enthusiasm has declined.

Technologically, the industry faces significant hurdles in implementing advanced technologies, requiring massive investments and partnerships. AI is deemed critical, but many companies feel unprepared. Supply chain diversification and hedging strategies are increasingly important.

The transition also involves evolving consumer demands, geopolitical tensions, and regional variations. Auto companies must recalibrate strategies, hedge bets, collaborate for shared goals, and act proactively to navigate risks and capture emerging opportunities in mobility, autonomy, electrification, and connectivity.