GLG Network Survey Tracker: Automotive OEMs VI

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SURVEY DETAILS
TARGET POPULATION

GLG surveyed 70 automotive OEMs across US and Europe (UK, France, Germany, Italy, Spain). This is the sixth iteration in this tracker series.

What will you learn from this survey?

  • Respondents commented on the supply and distribution challenges currently faced by the industry, as well as the demand outlook, including opportunities for revenue growth.
  • The survey investigated the electrification trends in the automotive market, the respondents’ projections for the same in short and medium term, as well as outlook on autonomous driving, infotainment systems and software defined vehicles.
  • Lastly, experts provided a competitive assessment of OEM players such as Aston Martin, Audi, Tesla, BMW, Ford, and Mercedes.

Examples of findings:

  • Two-in-three respondents agree that the top opportunities for OEMs to increase their revenue are connected services (69%) and new business models (60%).
  • Two-in-three (66%) experts reported to be affected by global microprocessor shortages in the latest period.
  • Half of respondents (50%) anticipate a medium demand growth potential for their businesses over the next 5 years, over one-quarter (27%) expect a low demand growth potential.

Deliverables

The GLG Surveys team drafted the questionnaire with the support of GLG Network Member, Marios Zenios, former Vice President – Engineering at Fiat Chrysler Automobiles N.V.

  • 1 x Individual responses (“raw data”) in Excel.
  • 1 x PPT report with aggregated data.
  • Executive summary with key takeaways and highlights from the raw data.

Sample Questions

  • From the list below, which do you believe will win the EV race?
  • You mentioned that your business experienced a decrease in purchased Bill of Materials (BoM) and/or purchased services in 2024. By how much has it decreased?
  • Which, if any of the following are currently impacting demand?
  • What do you believe to be the biggest opportunity for revenue growth for your organisation in the next 5 years?
  • In your opinion, what do you expect the share of hybrid vs full electric vehicles to be, in the electric vehicles market by 2030?
  • Which countries do you believe enjoy the greatest level of national support/intervention frameworks to accelerate new sustainable automotive technologies?
  • In your opinion, in which of the following ways does autonomous driving impact the insurance industry?

Access

This survey is available to subscribers of the Energy and Industrials (EI) sector (Limited subscriptions and above). This offer includes the raw data file and a high-level presentation through PowerPoint. Please contact your GLG representative for details on your firm’s access.

DISCLAIMER

Please be advised that GLG Network Surveys operate differently than traditional GLG consultations, surveys, teleconferences, etc. and it is advisable that you consult with your firm’s legal and/or compliance department to review your use of the product and the payment for such work under your current subscription. 

By downloading this document and/or participating in the Network Survey, you understand and agree that the information and material provided by GLG, including survey results and survey proposal information, is provided for your own insight and informational purposes only. You further acknowledge and agree that this is a Network Survey for multiple GLG clients, and the results will be provided to all GLG clients that agree to participate in the Network Survey and GLG clients that agree to purchase the Survey results in the future. All survey results do not constitute investment advice or a recommendation. In using this Survey, you agree to hold Gerson Lehrman Group and the Survey respondents harmless and free of all liability as a result of your use of this Network Survey, other than liability resulting from the gross negligence or wilful misconduct of the protected party. You otherwise agree to be bound by Gerson Lehrman Group’s Usage Policies in your interactions with Gerson Lehrman Group and your receipt of services. These Survey results are for are for client’s own use and client shall not redistribute, disseminate, publish, or display the same, in whole or in part, to any third parties or publicly without the prior written permission of Gerson Lehrman Group, except explicitly set forth in your agreement with GLG. This survey will be double-blinded to both client and respondent. GLG reserves the right to restrict the number of clients that can pre-commit access. These Network Surveys are priced outside of standard GLG subscriptions but at a substantially reduced price to commissioning a fully proprietary GLG Network Survey. Upon finding these terms acceptable, please send an affirmative confirmation via email, which GLG will file in its records. Once confirmed, please note that the Client’s agreement to purchase the Network Survey is a legally binding and irrevocable commitment. If the survey is not included within your subscription, GLG will invoice Client for the fees due for the Network Survey. Please note that some respondents may not be Network Members, and the Terms and Conditions of Network Membership would not apply to such respondents and detailed records for them will not be available aside from the information that GLG capture in the Network Survey.