Table of Content

1 INTRODUCTION
Clouds gathered over global auto industry in 2018
Europe is also far from buoyant
Companies look to restructure
Global SAAR tracking

2 MARKET OUTLOOKS
North America
US market hits a plateau
Trucks up again
Mexico market decline continues
Canada vehicle market turns down ? off high base

Europe
West and Central Europe SAAR tracking
Western Europe's car market turns down

Japan and Korea
Japan and Korea SAAR tracking

BRICs
Brazil and Argentina SAAR tracking
Russia SAAR tracking
India SAAR tracking
Long-term promise for India
China SAAR tracking
New rules to boost electrification

ASEAN and Australia
ASEAN market slowed down in 2018
Indonesia
Thailand
Malaysia
Australian car market turns down from 2017 peak

Global outlook summary

3 INDUSTRY MEGATRENDS
New Mobility company analysis
Outline
Summary

Future mobility readiness score
Future mobility readiness observations

Financial strength score
Financial strength observations

Combined financial strength and future mobility readiness

CASE readiness score
CASE readiness observations

Qualitative and quantitative company analyses
Apple
Baidu
Byton
Cruise
Didi Chuxing
Evelozcity
Faraday Future
Fisker
JD
Karma
Lucid
Lyft
Mahindra
Nikola
Nio
Peloton
Rivian
SF Motors
Singulato
Tesla
Uber
WM Motor
Waymo
Workhorse
Xiaopeng

LIST OF CHARTS

Chart 1: Global light vehicles sales SAAR, 2008-2018
Chart 2: North American light vehicle SAAR
Chart 3: US light vehicle market share by group 2012-18
Chart 4: US Sales Car and Light Truck Split
Chart 5: US light truck mix by segment
Chart 6: West and Central Europe Light Vehicle Sales 2007-18 (millions)
Chart 7: Major European markets light vehicle SAAR
Chart 8: EU market share by group 2016-2018
Chart 9: EU Car Buying Intention 1990-2018
Chart 10: Japan LV SAAR
Chart 11: South Korea LV SAAR
Chart 12: Brazil LV SAAR
Chart 13: Russian LV SAAR
Chart 14: Indian LV SAAR
Chart 15: China LV SAAR

LIST OF TABLES

Table 1: Global light vehicles sales SAAR, 2017-2018
Table 2: US light vehicle sales, 2012-2019 (millions)
Table 3: Mexican light vehicle sales, 2012-2019 (000s)
Table 4: Canadian light vehicle sales, 2012-2019 (000s)
Table 5: Western Europe passenger car sales, 2012-2019 (millions)
Table 6: Japanese vehicle sales, 2012-2019 (millions)
Table 7: South Korea vehicle sales by group, 2012-2018 (millions)
Table 8: Brazilian light vehicle sales, 2012-2019 (millions)
Table 9: Argentinian light vehicle sales, 2012-2019 (000s)
Table 10: Russian light vehicle sales, 2012-2019 (millions)
Table 11: Indian light vehicle sales, 2011-2018 (millions)
Table 12: Chinese light vehicle sales, 2012-2019 (millions)
Table 13: ASEAN vehicle sales by market, 2012-2018 (000s)
Table 14: Australian light vehicle sales, 2011-2018 (millions)
Table 15: Global light vehicle sales, 2012-2018 (millions)

List of tables

  • Brazil light vehicle sales, 2012-17 (millions)
  • Japan vehicle sales, 2012-17 (millions)
  • Russia light vehicle sales, 2012-2017
  • US light vehicle sales, 2012-17 (millions)
  • Vehicle sales in the ASEAN region by country, 2012-17
  • Western Europe passenger car sales (millions) and big 5 national markets



List of Tables

  • Brazil light vehicle sales, 2012-17 (millions)
  • Japan vehicle sales, 2012-17 (millions)
  • Russia light vehicle sales, 2012-2017
  • US light vehicle sales, 2012-17 (millions)
  • Vehicle sales in the ASEAN region by country, 2012-17
  • Western Europe passenger car sales (millions) and big 5 national markets