This report looks at the impact China is having in the automotive sector.
This report is part of our ecosystem of thematic investment research reports, supported by our “thematic engine”.
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China’s the pre-eminent market in the automotive space and its importance to the automotive sector is transformative in many ways.
Gone are the days when China was just seen as a substantive market opportunity and one pillar of the BRICs. Today, China stands alone among its BRIC counterparts in having been able to deliver on its promise. And the upside doesn’t end there.
While the market peaked at 28.3m in 2017 – having grown from just 6.3m in 2007 – there remains room to grow in the market. In most quarters a mature Chinese market is regarded as being able to deliver between 35 and 40m light vehicle sales a year if the rise of shared mobility doesn’t cap market promise.
The sheer size of the opportunity means that most of the established order of automotive OEMs and suppliers are established in the country. However, the sheer size of the market has also been an incubator for several companies that are beginning to flex their capabilities on the international stage.
Table of Contents
Chinese automotive trends
Global automotive trends
Market size and growth forecasts
Mergers and acquisitions
Our thematic research methodology