Automotive Predictions in 2023 - Thematic Intelligence

In this report, we identify the top 10 themes that will impact the automotive industry in 2023. For each theme, we offer a series of predictions, identify winners and losers, and point you to further reading.

We classify our top 10 themes for 2023 into three groups: industry, macroeconomic, and technology. The major themes impacting automotive in 2023 are: Electric vehicles, automotive batteries, autonomous vehicles, and shared mobility.

The major macroeconomic themes are supply chain disruption, geopolitics, macroeconomic outlooks, deglobalisation and strategic partnerships.

Lastly, future connectivity (connected car) is expected to be a theme in 2023.

Scope

This report is a thematic analysis of the top themes in automotive predictions. It provides -

• The major themes impacting the automotive industry
• Whilst most investment research is underpinned by backwards looking company valuation models, the thematic methodology identifies which companies are best placed to succeed in a future filled with multiple disruptive threats

Reasons to Buy

• Our thematic investment research product, supported by our thematic engine, is aimed at senior (C-Suite) executives in the corporate world as well as institutional investors.
• Corporations: helps CEOs in all industries understand the disruptive threats to their competitive landscape.
• Investors: helps fund managers focus their time on the most interesting investment opportunities in global TMT.
• Our unique differentiator, compared to all our rival thematic research houses, is that our thematic engine has a proven track record of predicting winners and losers.