Automotive Predictions 2025 - Strategic Intelligence

In this report, we identify the top 10 themes that will impact the automotive industry in 2025. For each theme, we offer a series of predictions, identify winners and losers, and point you to further reading.

We classify these 10 themes into three categories: industry themes, macroeconomic themes, and technology themes. We rank them in order of importance, with electric vehicles (EVs), macroeconomics, and tariffs as the highest priority themes for the automotive industry in 2025.

Our top 10 themes for 2024:

In this report, we identify the top 10 themes that will impact the automotive industry in 2025. For each theme, we offer a series of predictions, identify winners and losers, and point you to further reading.
On the right-hand side, we classify these 10 themes into three categories: industry themes, macroeconomic themes, and technology themes. In the following pages, we rank them in order of importance, with electric vehicles (EVs), macroeconomics, and tariffs as the highest priority themes for the automotive industry in 2025.

Why themes are important:

Companies who invest in the right theme become leaders; those who miss the big themes end up as failures. Given that so many themes are disruptive, it is very easy to be blindsided by industry outsiders who invade your sector.
So, to help our clients gain a competitive advantage, we have developed the analyst’s thematic research ecosystem, a single integrated global research platform that provides an easy-to-use framework for tracking all themes across all companies in all sectors.

How to use this report:

The thematic intelligence ecosystem assesses how well companies are positioned based on their competitive position in the main themes disrupting their sector. So, we produce three tiers of thematic reports:
Single theme: These reports offer in-depth research into a specific theme (e.g. artificial intelligence). They identify winners and losers based on factors such as technology, leadership, market position, and alternative data signals.
Multi-theme: These reports cover all companies and all themes within a sector, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.
Sector scorecard: Each sector scorecard has a thematic screen, a risk screen, and a valuation screen. Live sector scorecards are available through our client portal.

This report is a multi-theme report organized by theme. It covers 10 themes drawn from technology, industry, macroeconomics, and ESG.

Delve deeper into our strategic intelligence platform:

Reading this report is the first step towards making better business decisions in 2025. Digging deeper into our strategic intelligence content can help you answer the fundamental strategic questions for 2025:

• What are the key business risks you face in 2025?
• Which are the most important technologies to focus on in 2025?
• Who are the leading vendors for these technologies?
• Where are your competitors investing for tomorrow?
• How can you better understand your customers’ key challenges?
• What are the geopolitical risks within your supply chain?

Scope

• The analyst’s thematic intelligence ecosystem assesses how well companies are positioned based on their competitive position in the main themes disrupting their sector. So, we produce three tiers of thematic reports:
• Single theme: These reports offer in-depth research into a specific theme (e.g. artificial intelligence). They identify winners and losers based on factors such as technology, leadership, market position, and alternative data signals.
• Multi-theme: These reports cover all companies and all themes within a sector, giving readers a strong sense of how everything fits together and how conflicting themes might interact with one another.
• Sector scorecard: Each sector scorecard has a thematic screen, a risk screen, and a valuation screen. Live sector scorecards are available through our client portal.
• This report is a multi-theme report organized by theme. It covers 10 themes drawn from technology, industry, macroeconomics, and ESG.

Reasons to Buy

• This report identifies and analyses 25 themes that will impact the automotive industry in 2025.
• Each theme has been classified into three groups: technology, macroeconomic, and industry.
• For each theme, the report offers a set of predictions, identifies winners and losers, and points you to further reading.
• The report includes quantitative and qualitative predictions for each theme in 2025, including market forecasts.
• Infographics are provided for certain themes to justify key predictions using survey results and data from the analyst’s patents, jobs, deals, company filings, and social media analytics databases.
• Winners and losers are identified in each theme using data from thematic scorecards, driven by the analyst’s unique strategic methodology.