Today's KNOWLEDGE Share " The next 24–30 months in automotive.

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Today's KNOWLEDGE Share

The next 24–30 months in automotive.

° Flat volumes; Global auto production is forecast to be almost flat to 2027, with annual growth hovering around 0% in many markets.. so profit will come from mix, software and services, not just selling more metal.


° Hybrids are the quiet winners: As pure EV momentum cools, hybrids and plug‑in hybrids are expected to gain double‑digit global market share by 2030, taking a much bigger slice than earlier forecasts suggested.

° EV adoption is now “region‑first”, not “global‑first”: Europe’s EV share could reach roughly a quarter of new sales over 2025–2027, while Australia is seeing ICE at record‑low share, with EVs near 10% and hybrids above 15% of new car sales already.

° Software-defined vehicles are exploding: The SDV market is projected to grow from around USD 200+ billion mid‑decade toward USD 1.2 trillion by 2030, compounding at well over 20% annually.

° Suppliers are being squeezed: Global supplier studies show stagnating production, fast‑rising software and electronics content, and growing margin pressure - especially for hardware‑heavy and ICE‑centric portfolios.


source : Harel Shachar


#automotive #EV #hybrid

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