Key trends until 2025

Transcription

1 Key trends until 2025 Ricardo BACELLAR KPMG Brazil Head of Automotive

2 Ranking Key trends until 2025 # Percentage of executives rating a trend as extremely important # 1 # 1 # 1 # 1 # 1 # 1 Fuel cell electric vehicles (FCEVs) 52% # 2 # 2 # 2 # 2 # 2 # 2 Connectivity and digitalization 50% # 3 # 3 # 3 # 3 # 3 # 3 Battery electric vehicles (BEVs) 49% # 4 # 4 # 4 # 4 # 4 # 4 Hybrid electric vehicles (HEVs) 47% # 5 # 5 # 5 # 5 # 5 # 5 Market growth in emerging markets 47% # 6 # 6 # 6 # 6 # 6 # 6 Creating value out of big data 44% # 7 # 7 # 7 # 7 # 7 # 7 Mobility-as-a-service/Car sharing 43% # 8 # 8 # 8 # 8 # 8 # 8 Autonomous and self-driving cars 41% # 9 # 9 # 9 # 9 # 9 # 9 Platform strategies and standardization of modules 40% # 10 # 10 # 10 # 10 # 10 # 10 Downsizing of internal combustion engines (ICEs) 35% # 11 # 11 # 11 # 11 # 11 # 11 Rationalization of production in Western Europe 31% Source: KPMG s Global Automotive Executive Survey

3 Ranking Key trends until 2025 BRAZIL # Percentage of executives rating a trend as extremely important # 1 #1 #1 #1 Connectivity and digitalization 73% # 2 #2 #2 #2 Mobility-as-a-service/Car sharing 69% # 3 #3 #3 #3 Fuel cel electric vehicles (FCEVs) 69% # 4 #4 #4 #4 Market growth in emerging markets 62% # 5 #5 #5 #5 Creating value out of big data 62% # 6 #6 #6 #6 Autonomous and self-driving cars 58% # 7 #7 #7 #7 Battery electric vehicles (BEVs) 54% # 8 #8 #8 #8 Platform strategies and standardization of modules 50% # 9 #9 #9 #9 Hybrid electric vehicles (HEVs) 46% # 10 #10 #10 #10 Rationalization of production in Western Europe 46% # 11 #11 #11 #11 Downsizing of internal combustion engine (ICE) 35% Source: KPMG s Global Automotive Executive Survey

4 Key trends until 2025 Total market capitalization (in $bn) Source: KPMG s Global Automotive Executive Survey

5 Key trends until 2025 Total cash position (in $bn) Source: KPMG s Global Automotive Executive Survey

6 Powertrain technologies Ricardo BACELLAR KPMG Brazil Head of Automotive 6

7 Dieter Becker KPMG Global Head of Automotive 7

8 e-technologies Executive opinion (BEVs) Battery Electric Vehicles will fail due to infrastructure challenges. (FCEVs) Fuel Cell Electric Vehicles will be the real breakthrough for electric mobility. Absolutely agree 22% 33% Absolutely agree Partly agree 40% 45% Partly agree Neutral 20% 16% Neutral 12% Partly disagree Partly disagree 5% 6% Absolutely disagree Absolutely disagree 1% 8

9 e-technologies Consumers opinion (BEVs) Battery Electric Vehicles will fail due to infrastructure challenges. 22% (FCEVs) Fuel Cell Electric Vehicles will be the real breakthrough for electric mobility. 33% Absolutely agree 23% 36% Absolutely agree 40% 45% Partly agree 41% 43% Partly agree 20% 16% Neutral 20% 16% Neutral 12% 5% 12% Partly disagree Partly disagree 4% 6% 1% 4% Absolutely disagree Absolutely disagree 1% 9

10 e-technologies Brazilian executives opinion BRAZIL (BEVs) Battery Electric Vehicles will fail due to infrastructure challenges. 22% 23% (FCEVs) Fuel Cell Electric Vehicles will be the real breakthrough for electric mobility. 36% 33% Absolutely agree 23% 42% Absolutely agree 40% 41% 45% 43% Partly agree 31% 31% Partly agree 20% 20% 16% Neutral 23% 19% Neutral 12% 12% 5% 4% Partly disagree 23% Partly disagree 8% 10

11 Future of combustion Internal combustion engines (ICE) will still be more important than electric drivetrains for a very long time. BRAZIL 76% 12% 12% 69% 15% 16% Agree Neutral Disagree Agree Neutral Disagree 11

12 Future of combustion Which powertrain technology would you choose if you were to buy a car over the next 5 years? BRAZIL HYB ICE BEV 49% 21% 20% 44% 26% 25% HYB ICE BEV FCEV 9% 5% FCEV 12

13 Electric readiness The one thing that really keeps me away from considering a fully electric car is: BRAZIL Price / Cost 35% Price / Cost 52% Charging experience 28% Charging experience 19% Range 12% Range 8% Uncertainty about future tech developments 11% Uncertainty about future tech developments 12% Suitability for daily use 10% Suitability for daily use 10% Image 3% 13

14 Electric readiness Pure battery electric vehicles (BEV) will fail due to the challenges related to setting up the required infrastructure. BRAZIL 54% 15% 31% 64% 9% 26% Agree Neutral Disagree Agree Neutral Disagree 14

15 Electric readiness If I buy an electric vehicle I expect the manufacturer of the car to take care of all matters around charging. BRAZIL Absolutely agree 45% 69% Absolutely agree Partly agree 35% 22% Partly agree Undecided 14% Undecided 7% 4% Partly disagree Partly disagree 2% 2% Absolutely disagree Absolutely disagree 0% 15

16 Electric readiness OEMs strategies with regard to charging will be... BRAZIL 81% 19% 77% 23% OEMs create their own charging ecosystem with proprietary technology and services OEMs will not need to take care of the charging infrastructure OEMs create their own charging ecosystem with proprietary technology and services OEMs will not need to take care of the charging infrastructure 16

17 CAR VOLUME CAR VOLUME Future of combustion FCEV What is your opinion on the share between ICE, Hybrids, BEV & FCEV in 2030 and 2040? BEV Hybrids BRAZIL ICE M 90% (4M) M 21% (26M) 24% (30M) 24% (29M) M 25% (35M) 26% (37M) 24% (34M) South America 4.36M 90% (4M) 5.90M 21% (1M) 19% (1M) 24% (1M) 6.94M 22% (2M) 22% (2M) 24% (2M) 30% (37M) 25% (35M) 36% (2M) 25% (35M)

18 Thank you Ricardo BACELLAR Head of Automotive KPMG in Brazil (21) The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavor to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act on such information without appropriate professional advice after a thorough examination of the particular situation KPMG International Cooperative ( KPMG International ), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG Inter- national. KPMG International provides no client services. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International have any such authority to obligate or bind any member firm. All rights reserved. The KPMG name and logo are registered trademarks or trademarks of KPMG International.