Automotive

Eintrag vom: 24.06.2013.

Our experts dissect the most important trends shaping the future of mobility now such as AI in the automotive industry autonomous vehicles and software-defined vehicles (SDVs). They also offer key insights into how these trends will evolve in the coming years.

 

As the automotive industry prepares for the potential uncertainties of a second Trump administration the global impact on electric vehicles (EVs) tariffs taxes and trade relations is profound. The president-elect's proposed policies including tax cuts deregulation tariffs and changes to EV incentives will have ripple effects on global automotive markets especially in North America ...

 

Senior Research Analyst Automotive Planning Solution S&P Global Mobility In 2023 mainland China emerged as the largest car-exporting country globally with the European Union becoming a significant destination for many Chinese electric vehicle (EV) exports.

 

US automotive tariffs: Current situation. The current tariff-free structure stems from successive trade agreements starting in 1965 with Canada and including Mexico in 1994 with NAFTA which evolved into USMCA in 2020. Free trade has created a streamlined automotive production ecosystem among the three partners. Customers and the auto industry ...

 

S&P Global Mobility provides what no other intelligence company can: Access to the best automotive industry forecast and performance data + experienced analysts to help you connect the dots. Our data covers performance and forecasting for nearly every major OEM in 150+ countries as well as 90% of the global automotive supply chain.

 

"We do not foresee chip supply problems in 2024 as allocation for automotive is robust and is bolstered by recent stockpiling of chips by the vehicle makers " said Jeremie Bouchaud director semiconductor E/E and autonomy practice S&P Global Mobility. "But 2025 could be a bottleneck if non-automotive demand comes back strongly."

 

Transition of India Automotive Industry to Clean Technologies. India's automotive landscape is also shifting towards EVs. The share of internal combustion engine (ICE) vehicles produced in India is projected to decrease dramatically from 97% in 2019 to around 35% by 2035. The implementation of stricter emission standards like the Bharat Stage ...

 

"The global automotive industry is facing numerous geopolitical legislative and consumer-driven challenges. It is critical for an automotive industry forecast to anticipate trends and new strategies amidst extreme volatility. Vehicle electrification rates trade-driven sourcing shifts and the growth of China-based vehicle manufacturers will ...

 

Despite the gloom electric vehicles remain an important automotive growth sector and S&P Global Mobility projects global sales for battery electric passenger vehicles to post 15.1 million units for 2025 up by 30% compared to 2024 levels accounting for an estimated 16.7% of global light vehicle sales. For reference 2024 posted an estimated 11.6 million BEVs globally for 13.2% market share.

 

The following automotive loyalty trends will be crucial to watch through the rest of 2025. 2025 automotive loyalty trends Utility vehicles > cars. Consumer demand continues to shift towards Utility vehicles and away from sedans. Sedan RTM brand loyalty 10 years ago was over 50%. Today it is 37% and falling meaning nearly two out of every ...