全球汽车市场：2024 年展望与成长机会

儘管存在劳动力短缺和价格压力， OEM整合和生成式人工智慧将确保更大的连接性数位化。

2023年，在经济復苏和半导体晶片供应链挑战解决的推动下，全球轻型汽车产业成长6.5%。中国、美国、日本和德国出现了正成长。在汽车销量方面，中国一马当先，较去年成长11%。

2023 年售出的 1,410 万辆电动车中，70% 为纯电动车，30% 为插电式混合动力车。因此，电动车渗透率从 2022 年的 13% 上升至 2023 年的 15.8%。比亚迪以 290 万辆的销量位居榜首，特斯拉以 180 万辆的销量位居榜首。

汽车产业的成长轨迹将围绕电动车、互联性和数数位化。电动车相关功能的垂直整合将有助于OEM减少供应链中断、提高效率并建立竞争优势。

向电动车、连网型功能、数位化和自动化的转变将增加对汽车製造新技能的需求，特别是对软体和 IT 专业人员的需求。车辆运行和各种部件健康状况的连接性和即时资料的增加将催生预后诊断和远距离诊断解决方案。电动车需要一流的电池管理解决方案，以帮助实现最佳电池设计、健康和性能监控、部署期间的故障预测以及寿命终止残值预测。儘管面临奖励增加和定价压力加大等挑战，但互联性、电气化和永续性方面的重大进步可能会在 2024 年支持该产业的成长。

生成式人工智慧正在改变汽车产业。它正在影响车辆设计、导航、预测性维护、语音助理、製造、供应链和品管，使车内互动更安全、更有效率、更个人化。在人事费用已经影响利润率的情况下，OEM将在更具挑战性的环境中运营，重点关注增加奖励和增加定价压力。互联性、电气化和永续性的进步将改变整个产业。

目录

2024年全球汽车市场的变革

• 为什么成长如此困难？
• The Strategic Imperative 8（TM）
• 三大战略对全球汽车产业的影响

成长环境

• 主要发现：2023 年总结
• 主要发现：2024 年十大预测
• 简介：2023/2024 年全球 LV 销售：按地区划分

生态系统

• 调查范围
• 车辆部分
• 部分

全球汽车销售洞察

• 全球LV销售：依地区分类（2023/2024）：简介
• 2023 年主要国家市场
• 2023 年 5 大销售市场
• 销量前5区
• 2023年主要汽车OEM业绩
• 全球LV销售前10名中国OEM集团
• 2023 年OEM市场占有率前 5 名的地区/国家

2024 年全球 LV 趋势

• 使用多方面的方法缩小主要趋势范围
• 2024-2026 年全球汽车趋势
• 中国电动车出口快速成长
• 光伏出口亮点
• 加速 SDV 开发
• 取代电池化学
• V2G相容车辆的开发
• 汽车中的生成式人工智慧

成长动力：2024 年全球共享出行展望

• 法规与义务：概览
• 2024 年推动全球共享旅游产业的主要趋势
• 共享出游*GMV，按地区
• 盈利
• 2024 年十大共享出行预测

成长动力：连结与远端资讯处理展望，2024 年

• 法规与义务：概览
• 推动全球连网汽车产业的主要趋势
• 联网汽车销售：按地区划分
• 2024 年十大连网汽车预测

成长动力：2024 年全球电动车展望

• 2023 年亮点
• 2024 年推动全球电动车产业的主要趋势
• 全球电动车市场，2023/2024F
• 2024年全球电动汽车电池产业概况
• 2024 年十大电动车预测

成长动力：2024 年全球自动驾驶汽车展望

• 自动驾驶汽车 (AV) 法规概述：全球
• 推动全球 ADAS 和 AD 产业的主要趋势
• ADAS 和自动驾驶汽车的销售预测
• 2024 年自动驾驶汽车十大预测

成长动力：2024 年全球汽车售后市场展望

• 值得注意的法规和命令简介
• 2024 年推动全球汽车售后市场的主要趋势
• 全球运作的轻型车辆数量
• 全球汽车售后市场收益展望
• 2024 年汽车售后市场十大预测

2023 年区域亮点与 2024 年衡量指标

• 地区表现：北美
• 地区表现：欧洲
• 区域表现：拉丁美洲
• 区域表现：亚太地区

成长机会宇宙

• 成长机会 1：互联互通改善道路安全
• 成长机会2：整合自主技术能力
• 成长机会 3：自有品牌

最佳实践认证

弗罗斯特雷达

下一步

• 成长机会的好处和影响
• 下一步
• 下一步
• 图表列表
• 免责声明

OEM Integration and Generative AI will Ensure Greater Connectivity and Digitalization Despite Labor Shortage and Price Pressure

In 2023, the global light vehicle industry experienced a 6.5% growth, driven by economic recovery and resolved semiconductor chip supply chain challenges. China, the United States, India, Japan, and Germany experienced positive growth. China took the lead with 11% YoY growth in vehicles sold.

Of the 14.1 million EVs sold in 2023, 70% were BEVs. and 30% were PHEVs. As a result, EV penetration increased from 13% in 2022 to 15.8% in 2023. BYD and Tesla remained the top participants with unit sales of 2.9 million and 1.8 million, respectively.

The growth trajectory of the automotive industry will focus on EVs, connectivity, and digitization. Vertical integration of EV-related capabilities will help OEMs mitigate against supply chain disruptions, increase efficiency, and establish competitive advantages.

The shift toward EVs, connected features, digitization, and autonomy will increase the demand for new skills in automotive manufacturing, with particular focus on software and IT professionals. Increasing connectivity and real-time data regarding vehicle operation and the health of various components are enabling the rise of prognostic and remote diagnostic solutions. EVs will require best-in-class battery management solutions that can aid in optimal battery design, health and performance monitoring, and failure prediction while deployed, and residual value prediction at the product's end of life. Significant advancements in connectivity, electrification, and sustainability will support sector growth in 2024, despite challenges related to higher incentives and increased pricing pressure.

Generative AI is transforming the automotive sector. It is impacting vehicle design, navigation, predictive maintenance, voice assistants, manufacturing, supply chain, and quality control, and enhancing the safety, efficiency, and personalization of in-car interactions. OEMs will be operating in a more challenging environment, with a focus on higher incentives and increased pricing pressure at a time when labor costs are already squeezing profit margins. Advancements in connectivity, electrification, and sustainability will bring about transformative changes in the industry.

Table of Contents

Transformation in Global Automotive Market 2024

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Global Automotive Industry

Growth Environment

• Key Findings: A Recap of 2023
• Key Findings: Top 10 Predictions for 2024
• Snapshot: Global LV Sales by Region in 2023 and 2024F

Ecosystem

• Research Scope
• Vehicle Segmentation
• Segmentation

Global Automotive Sales Insights

• Global LV Sales by Region in 2023 and 2024F: Snapshot
• Top Country Markets in 2023
• Top 5 Country Markets by Sales Volume in 2023
• Top 5 Regions by Sales Volume
• Major Automotive OEM Performance in 2023
• Global LV Sales of Top 10 Chinese OEM Groups
• OEM Market Share by Top 5 Region/Country, 2023

Global LV Trends, 2024

• Multipronged Approach to Shortlist Top Trends
• Top Automotive Trends, Global, 2024-2026
• Surging Chinese EV Exports
• PV Export Highlights
• Acceleration in SDV Development
• Alternative Battery Chemistries
• Development of V2G-Compatible Vehicles
• Generative AI in Automotive

Growth Generator: Global Shared Mobility Outlook, 2024

• Regulations and Mandates: A Snapshot
• Top Trends Driving the Global Shared Mobility Industry in 2024
• Shared Mobility *GMV by Region
• Profitability
• Top 10 Shared Mobility Predictions for 2024

Growth Generator: Connectivity and Telematics Outlook, 2024

• Regulations and Mandates: A Snapshot
• Top Trends Driving the Global Connected Vehicle Industry
• Connected Vehicle Sales by Region
• Top 10 Connected Vehicle Predictions for 2024

Growth Generator: Global Automotive Electric Vehicle Outlook, 2024

• 2023 Highlights
• Top Trends Driving the Global EV Industry in 2024
• Global Electric Vehicle Market 2023 and 2024F
• Global EV Battery Industry Overview 2024
• Top 10 Electric Vehicle Predictions for 2024

Growth Generator: Global Autonomous Outlook, 2024

• Autonomous Vehicle (AV) Regulations Overview: Global
• Top Trends Driving the Global ADAS and AD Industry
• ADAS and Autonomous Vehicle Sales Forecast
• Top 10 Autonomous vehicles Predictions for 2024

Growth Generator: Global Automotive Aftermarket Outlook, 2024

• Notable Regulations and Mandates: A Snapshot
• Top Trends Driving The Global Automotive Aftermarket In 2024
• Global Light Vehicles in Operation
• Global Automotive Aftermarket Revenue Outlook
• Top 10 Automotive Aftermarket Predictions for 2024

Regional Highlights for 2023 and Forecasts for 2024

• Regional Performance: North America
• Regional Performance: Europe
• Regional Performance: LATAM
• Regional Performance: APAC

Growth Opportunity Universe

• Growth Opportunity 1: Connectivity to Improve Road Safety
• Growth Opportunity 2: Integrated and Autonomous Technology Capabilities
• Growth Opportunity 3: Private Labeling

Best Practices Recognition

• Best Practices Recognition

Frost Radar

• Frost Radar

Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• Take the Next Step
• List of Exhibits
• Legal Disclaimer