PDF Outlook t.org
Outlook
Global Auto Outlook Industry at Crossroads?
Jeff Schuster, President Global Vehicle Forcasts January 13, 2018
? 2019 LMC Automotive Limited, All Rights Reserved.
LMC Automotive: For experts by experts
Global Presence ? Regional Expertise ? Local Support
Oxford Frankfurt
Detroit S?o Paulo
Seoul Tokyo Shanghai
Bangkok
Sales ? Production ? Powertrain Light Vehicles
Medium/Heavy Commercial Vehicles
? 2018 LMC Automotive Limited, All Rights Reserved.
? Industry-leading independent source of market intelligence, analytics and forecasts for nearly 30 years.
? Exclusively focused on automotive, LMC offers forecast services covering global sales, production, and powertrains.
? Supporting clients with flexible solution and responsive local support. LMC Automotive serves an extensive customer base of OEMs, suppliers, financial firms, logistics providers and government institutions.
? With experts located around the world to provide foresight for the road ahead, LMC is the smart choice for automotive intelligence & insight into market dynamics, economic, regulatory & technological change.
2
Global short-term external risk factors
? After 2018 contraction, ? Tariffs and a trade war ?
slower global momentum remain a significant
may start to negatively
concern for autos.
impact individual markets ? USMCA , South Korea
? China, US and WE could
deals all but done,
may not bel strong enough while China, EU, and ?
to support positive global Japan talks linger as a
volume growth and are
next steps.
ones to watch
? EU premium groups
? Global LV sales expected remain at greatest ?
to return to positive
risk if not settled.
growth but momentum
25% tariff on EU
risk is high.
imported vehicles,
could lower US sales
by 200k.
? 2018 LMC Automotive Limited, All Rights Reserved.
Brexit concern is back i?n focus after WLTP rolls out (CO2 emission test). Hard Brexit probability has increased to 40%.
?
Could add ?1.8bn to the cost of exports and ?2.7bn to the cost imports, annually.
?
UK LV market could shrink by nearly 15% and threaten domestic and continental plants? while undermining JIT business models.
NEV
EPA proposed freezing CAFE standard at 2020 level. States led by California suing EPA.
EU CO2 emissions increased in 2017, putting 2021 target in Jeopardy.
China NEV credit starts in 2019 (modified version of ZEV).
Many moving parts but
likely enables EV
growth...if consumers
buy.
3
2019 outlook is clouded after decline in 2018
World 2019 forecast: 95.4 mn, Up 750k units from 2018.
World
2%
1%
North America
-2% 0% -2%
17 18 19F
-1% 17 18 19F
Western Europe
3%
1%
0%
17 18 19F
South America 13% 8% 0%
17 18 19F
C&E Europe
8% 2% 2%
China
2%
2%
17 18 19F
-4%
17 18 19F
Asia Pacific minus China
5% 4% 1%
17 18 19F
? 2018 LMC Automotive Limited, All Rights Reserved.
4
Global Segments ? Trucks grow in 2019
6%
SUV sales forecast
to drive industry
growth across sizes
and markets
Car segment under
3%
pressure after 5%
decline in 2018,
continuing decline
Pickups with
2%
Ranger and HD
growth in NA +
PSA/Renault LCV
gains drive increase
in trucks
? 2018 LMC Automotive Limited, All Rights Reserved.
-3% -1% 5%
Aging Hongguang and other Chinese MPVs pull down MPV segment offset by some stable FCA volume
Decline in NA Sporty drives global pullback as models age
Total Premium recovery continues globally, as SUVs grow by 9% (46% share) Cars contract by 3% 5
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related download
- pdf ford motability price guide the official homepage of ford uk
- pdf honda cr v specifications
- pdf toyota safety sense tss c and tss p features operation
- pdf the audi range now even more accessible
- pdf discover the new kia 2018 sportage
- pdf specification
- pdf pdf chrysler auto guides archive pdf azlist
- pdf outlook
- pdf used vehicle market report edmunds
- pdf auto lease trends report 1st quarter 2019
Related searches
- can t open outlook 365
- can t sign into outlook 365
- can t sign in to outlook email
- why can t i log into outlook email
- can t log into outlook 365
- can t get into my outlook email account
- can t sign into outlook email
- can t get my outlook email
- why can t i get into outlook email
- why can t i sign into outlook email
- why can t i access my outlook email
- can t access my outlook account