key trends until 2025 · 2020-06-01 · note: percentages may not add up to 100 % due to rounding |...

© 2018 KPMG International Cooperative (“KPMG International”). KPMG International provides no client services and is a Swiss entity with which the independent member firms of the KPMG network are affiliated.

Key trendsuntil 2025

Ricardo BACELLAR

KPMG Brazil Head of Automotive

2© 2018 KPMG International Cooperative (“KPMG International”). KPMG International provides no client services and is a Swiss entity with which the independent member firms of the KPMG network are affiliated.

Note: Percentages may not add up to 100 % due to rounding | Source: KPMG’s Global Automotive Executive Survey 2017

Key trends until 20252013

Battery electric vehicles (BEVs)

Connectivity and digitalization

Fuel cell electric vehicles (FCEVs)

Hybrid electric vehicles (HEVs)

Market growth in emerging markets

Platform strategies and

standardization of modules

Creating value out of big data

Mobility-as-a-service/Car sharing

Autonomous and self-driving cars

Downsizing of internal

combustion engines (ICEs)

Rationalization of production

in Western Europe31%

35%

40%

41%

43%

44%

47%

47%

49%

50%

52%# 1

# 2

# 3

# 4

# 5

# 6

# 7

# 8

# 9

# 10

# 11

Ra

nkin

g

#10#10#10

#9#9#9

#8#8#8

#7#7#7

#6#6#6

#5#5#5

#4#4#4

#3#3#3

#2#2#2

#1#1#1

#11

#10

#9

#8

#7

#6

#5

#4

#3

#2

#1

2014 2015 2016 2017

#11 #11 #11

Percentage of executives rating a

trend as extremely important#

#10

#9

#8

#7

#6

#5

#4

#3

#2

#1

#11

GLOBAL

Source: KPMG’s Global Automotive Executive Survey 2017





#10

#11 #11

#4 #4

#2#2

#8#8

#6#6

#7 #7

#9

#3#3

#9

#1 #1

Autonomous and self-driving cars

Hybrid electric vehicles (HEVs)

Mobility-as-a-service/Car sharing

Battery electric vehicles (BEVs)

Connectivity and digitalization

Creating value out of big data

Downsizing of internal

combustion engine (ICE)

Fuel cel electric vehicles (FCEVs)

Platform strategies and

standardization of modules

Rationalization of production

in Western Europe

Market growth in emerging markets

2016 2017

Ra

nkin

g

#10

#5#5

# 1

# 2

# 3

# 4

# 5

# 6

# 7

# 8

# 9

# 10

# 11

#Percentage of executives rating a

trend as extremely important

62%

62%

69%

69%

73%

54%

58%

50%

46%

46%

35%#11

#4

#2

#8

#6

#7

#9

#3

#1

#10

#5

BRAZIL





2010 2017

Total market capitalization (in $bn)





2010 2017

Total cash position (in $bn)



Powertraintechnologies

Ricardo BACELLAR

KPMG Brazil Head of Automotive



Dieter Becker KPMG Global

Head of Automotive



22%

40%

12%

20%

6% Absolutely disagree

Partly agree

Partly disagree

Neutral

Absolutely agree 33%

45%

16%

5%

1%Absolutely disagree

Partly agree

Partly disagree

Neutral

Absolutely agree

e-TechnologiesExecutive opinion

(BEVs) Battery Electric Vehicles (FCEVs) Fuel Cell Electric Vehicleswill fail due to infrastructure challenges. will be the real breakthrough for electric mobility.

GLOBAL



e-TechnologiesConsumers opinion


23%

41%

12%

20%


Partly agree

Partly disagree

Neutral

Absolutely agree

22%

40%

20%

12%

6%

16%

4%


Partly disagree

Neutral

45%

33%

16%

5%

1%

36% Absolutely agree

43% Partly agree

GLOBALGLOBAL



e-TechnologiesBrazilian executives opinion


41%

Absolutely agree

22%

40%

12%

23%

20%

12%

20%

23%

31%

23%

23%

Partly agree

Partly disagree

Neutral

16%

45%

33%

16%

5%

36%

43%

4%

42%

31%

19%

8%

Partly agree

Partly disagree

Neutral

Absolutely agree

BRAZILGLOBAL GLOBAL



Future of combustionInternal combustion engines (ICE) will still be more important than electric drivetrains for a very long time.

BRAZILGLOBAL

Agree Neutral Disagree

76% 12% 12%Agree Neutral Disagree

69% 15% 16%



Future of combustionWhich powertrain technology would you choose if you were to buy a car over the next 5 years?

So tem GC, LC

GLOBAL BRAZIL

FCEV

49%

21%

20%

9%

44%

26%

25%

5%

BEV

ICE

FCEV

BEV

ICE

HYB HYB



Electric readinessThe one thing that really keeps me away from considering a fully electric car is:

GLOBAL BRAZIL

Price / Cost

Charging experience

Range

Uncertainty about future

tech developments

35%

28%

12%

11%

Suitability for daily use 10%

Image 3%

Price / Cost

Charging experience

Range

Uncertainty about future

tech developments

52%

19%

8%

12%

Suitability for daily use 10%



Electric readinessPure battery electric vehicles (BEV) will fail due to the challenges related to setting up the required infrastructure.

BRAZILGLOBAL

Agree Neutral Disagree

54% 15% 31%Agree Neutral Disagree

64% 9% 26%



Electric readinessIf I buy an electric vehicle I expect the manufacturer of the car to take care of all matters around charging.

GLOBAL BRAZIL

45%

35%

4%

14%


Partly agree

Partly disagree

Undecided

Absolutely agree 69%

22%

2%

7%


Partly agree

Partly disagree

Undecided

Absolutely agree



Electric readinessOEMs strategies with regard to charging will be...

BRAZILGLOBAL

OEMs create their own charging ecosystem

with proprietary technology and services

OEMs will not need to take care of the charging infrastructure

81% 19%OEMs create their own

charging ecosystem with proprietary

technology and services

OEMs will not need to take care of the charging infrastructure

77% 23%



Future of combustionWhat is your opinion on the share between ICE, Hybrids, BEV & FCEV in 2030 and 2040?

South America

BRAZILGLOBAL

2020 2030 2040

90%

(4M)

101.58M

30%

(37M)

24%

(29M)

24%

(30M)

21%

(26M)

122.66M

25%

(35M)

24%

(34M)

26%

(37M)

25%

(35M)

140.48M

CA

R V

OL

UM

EFCEV

BEV

Hybrids

ICE

2020 2030 2040

90%

(4M)

4.36M

36%

(2M)

24%

(1M)

19%

(1M)

21%

(1M)

5.90M

25%

(35M)

24%

(2M)

22%

(2M)

22%

(2M)

6.94M

CA

R V

OL

UM

E

Thank you

The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavor to provide accurate and timely

information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future.

No one should act on such information without appropriate professional advice after a thorough examination of the particular situation.

© 2018 KPMG International Cooperative (“KPMG International”), a Swiss entity. Member firms of the KPMG network of independent firms are affiliated with KPMG Inter- national. KPMG

International provides no client services. No member firm has any authority to obligate or bind KPMG International or any other member firm vis-à-vis third parties, nor does KPMG International

have any such authority to obligate or bind any member firm. All rights reserved.

The KPMG name and logo are registered trademarks or trademarks of KPMG International.

www.kpmg.com/automotive

www.kpmg.com/socialmedia

Ricardo BACELLARHead of Automotive

KPMG in [email protected]

(21) 98833-3000https://br.linkedin.com/in/bacellar

key trends until 2025 · 2020-06-01 · note: percentages may not add up to 100 % due to rounding |...

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