Automotive Predictions 2024 - Thematic Intelligence

In this report, we identify the top 10 themes that will impact the automotive industry in 2024. 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 2024 are: Electric vehicles, pricing, disruptors from China, automotive batteries, autonomous vehicles, and shared mobility.

The major macroeconomic themes are macroeconomic outlook, geopolitics, and deglobalization.

Lastly, artificial intelligence is expected to be a technology theme in 2024.

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