AUTOMOTIVE 2015 KEY INSIGHTS JULY 2015 AUTOMOTIVE 2015

AUTOMOTIVE 2015: KEY INSIGHTS JULY 2015

AUTOMOTIVE 2015 KEY FINDINGS WHAT IS PASSPORT AUTOMOTIVE

3 AUTOMOTIVE 2015 KEY FINDINGS Automotive Key Takeaways Global Light Vehicle Sales Volume CAGR 20002014 +3. 5% Volume CAGR 20142030 +2. 9% © Euromonitor International Emerging markets bolstered global demand through financial crisis but cooling, especially in China

4 AUTOMOTIVE 2015 KEY FINDINGS Sizes: Top 10 Markets, 2014 and CAGR to 2030 Country: Share of Market Growth to 2030 China 26. 1% 4. 4% US 19. 4% 1. 4% Japan 6. 5% -0. 8% Brazil 3. 9% 2. 5% Germany 3. 8% 0. 7% India 3. 4% 4. 2% United Kingdom 3. 3% 1. 2% Russia 2. 9% 2. 6% France 2. 5% 1. 9% Canada 2. 2% 1. 0% © Euromonitor International

5 AUTOMOTIVE 2015 KEY FINDINGS Sizes: Top 10 Segments, 2014 and CAGR to 2030 Segment: Share of Market Growth to 2030 Lower Medium Cars 20. 3% 2. 9% SUVs 19. 2% 4. 7% Small Cars 16. 6% 3. 0% Upper Medium Cars 10. 6% 1. 7% Pick-Ups 6. 4% 2. 2% Mini MPVs 5. 4% 2. 7% Mini Cars 5. 1% 1. 1% Executive Cars 2. 5% 1. 3% Small Vans 2. 0% 2. 5% Full Size MPVs 1. 9% 0. 7% © Euromonitor International

6 AUTOMOTIVE 2015 KEY FINDINGS Shares: Top five global Automotive players World Light Vehicles company share 2014 (% volume) 11. 8% (1) 11. 7% (2) 9. 5% (6) 9. 2% (5) 7. 4% (3) Note: Arrow indicates direction of growth/decline in share between 2013 -2014 © Euromonitor International Company’s leading brand 2014 (world ranking)

7 AUTOMOTIVE 2015 KEY FINDINGS Measures: Premium and mainstream brand developments Country Snapshot, 2014 100% 80% 60% 40% 20% Br a Ru zil ss i In a di Ch a in a U Ja S S. pan Ko r Fr ea G anc er e m an y U K 0% Premium © Euromonitor International Mainstream

8 AUTOMOTIVE 2015 KEY FINDINGS 30 25 20 15 10 5 © Euromonitor International 14 20 13 20 12 20 11 20 10 20 09 20 08 20 07 20 06 20 05 0 20 Millions Measures: Global light vehicles sales by brand origin • Japanese brands dominate but face challenges • US brands recover • German brands benefit from premiumisation • Chinese brands emerge • Korean brands gain • French and Italian brands stagnate

KEY FINDINGS – AUTOS LATEST TRENDS WHAT IS PASSPORT AUTOMOTIVE

10 WHAT IS PASSPORT AUTOMOTIVE Passport Autos 2015 – What’s Available GEOGRAPHIC COVERAGE: Western Europe: Austria; Belgium; France; Germany; Italy; Netherlands; Portugal; Spain; Sweden; Switzerland; Turkey; United Kingdom Eastern Europe: Czech Republic; Poland; Russia North America: Canada; USA Latin America: Argentina; Brazil; Chile; Mexico Asia Pacific: China; India; Indonesia; Japan; S. Korea; Taiwan; Thailand; Vietnam Australasia: Australia Africa and Middle East: Israel; South Africa Note: Geographic coverage of 32 markets account for >90% of global demand. CATEGORIES/SEGMENTS: • Passenger Cars/ Light Commercial Vehicles • Mini Cars • Small Cars • Compact MPVs • Lower Medium Cars • Full Size MPVs • Upper Medium Cars • SUVs • Executive Cars • Pick-Ups • Luxury Cars • Car-Derived Vans • Sports Cars • Small Vans • Mini MPVs • Medium Vans STATISTICS: • Volume sizes (2000 -2030) • Company and brand share (2005 -2014) • Premium vs Mainstream (% / volume) • Brand origin (by geography) © Euromonitor International ANALYSIS: • Datagraphics, Opinion, Pod/Videocasts • Regional Scorecards • Global Briefings NB Reports are available on a rolling basis post-publication

11 WHAT IS PASSPORT AUTOMOTIVE AUTOS 2015 Data Coverage What’s included? • Volume sizes (2000 -14); Company/ Brand shares (2005 -14) are sourced from JATO Dynamics • Forecast volume sizes (2015 -2030) are created by Euromonitor International • Measures: Brand Origin Which country does each brand originate from (company HQ)? Allows you to see at a glance domestic vs foreign brand penetration by country. © Euromonitor International Premium vs Mainstream Volume split (%) tracking separate trends of sales of Premium vs Mainstream by country for Passenger Cars and Light Commercial Vehicles (2000 -30).

WHAT’S IN PASSPORT AUTOS 2015 How are your Automotive forecasts created? Euromonitor’s exclusive Automotive 15 -year forecasts from 2015 -2030 are built on Passport C&C’s wealth of forecast macro indicators specially selected and graded for their impact on the industry by individual country (see right), and supplemented by inhouse Automotive expertise gauging the impact of the country-specific micro drivers on each market’s automotive industry. . © Euromonitor International 12

13 WHAT’S IN PASSPORT AUTOS 2015 Macroeconomic factors impacting AUTOS Disposable incomes Income distribution Access to credit Household sizes Employed population Oil/fuel prices Currency exchange Perceived wealth is crucial to consumer confidence and thus willingness to buy a new car Interest rates dictate repayment and thus impact willingness to take out finance for a new car Smaller households mean smaller cars, and vice versa More employed women may mean smaller households High oil prices and weak currencies typically damage market potential for cars Check EMMA Socio for all types of macroeconomic data - use it to build a picture of factors impacting demand of total Automotive market and specific vehicle segments in a country. © Euromonitor International

14 WHAT’S IN PASSPORT AUTOS 2015 The Wider World of Automotive Demand Drivers Income Distribution Legislation Market and Segment Sizes Employed Population Fuel Prices Household Sizes © Euromonitor International New Model Activity Exogenous variables Endogenous variables Interest Rates Economic situation

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