安永Petr-Mobility sector dynamics.pdf

1、Strana 1Mobility sector dynamicsWhat can we see as the major aspects trends in the(not only EU)automotive&mobility sector?29 November 20233The EU automotive industry is a critical part of its economy(7%GDP)with 213 plants.EU-Chinatrading relationships form one of the strongest links to vital global

2、trade.Mobility sector dynamics4Global trends:Automotive is rapidly changing which leads to disruption of value chains.Externalfactors and compeition forces OEMs to reevaluate business models.Suppliers are changingalong.Europe is faced with most challenges&huge legacy.Key long-term trends influencing

3、 the sector that is being hit by the economic uncertainty and slow-downTalent shortgageOnline&omnichannel retailEfficiency&flexibility in production&supply chainsIncreasing competitionCustomer-focused approach/Agency&D2C ModelsProduct Innovation:X-EV,Digitalisation(SdV),ADAS-ADSustainability/Tougher

4、 regulation in ESG and safetyGeopolitics adding fragility to complexsupply chainsMobility sector dynamics5EY forecast of global vehicle sales by fuel type,20202050 It is expected that by 2032,EV sales will surpass all other fuel types It is expected that the sale of cars with fuel other than purely

5、electric will decrease to less than 16%of respondents planning to buy a carEV buying intentFully electric/plug-in hybrid/hybridPlug-in hybridHybridFully electric30.0%40.7%51.6%55.1%7.0%11.9%20.2%20.4%7.0%9.6%10.0%12.2%16.0%19.2%21.3%22.6%2020202120222023Globally,EVs are becoming a standard product.I

6、n 2028-29 should BEV prevail on the EU market.We expect ICEs will practically disappear from new car offerings by 2040.55%of total global vehicle sales by 2030 will be battery EVs and PHEVs.Currently,already 14/20 best selling EV models are ChineseEY Mobility Lens Suite EV,2023 Transition Insights*R