汽车
汽车行业正在驶入高速演变的快车道,已经出现了一些潜在转型动向。汽车行业显然已来到拐点,每年涌现出诸多变革力量,如全球各主要城市加快迈向共享出行,同时强制在主流车型上安装更先进的驾驶辅助系统(特别是与安全相关的系统),汽车行业有望实现逐年增长。
近期研究
- Blog / PR
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- 9月 8, 2023
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- Team Counterpoint
- China’s EV market growth continued to slow, with Q2 2023 EV unit sales seeing a rise of only 37% YoY – lower than the global average
- Strong results from four of China’s big 5 EV makers were offset by a mix of tepid and disappointing results across a range of key manufacturers
- Chinese OEMs look prepped to expand globally, with share of global (ex-China) auto sales set to pass a significant 10% milestone in Q3 2023
- SAIC Group and BYD Auto account for the bulk of exports, with the latter well positioned for long-term growth as it enters Europe in earnest later this year
Beijing, Hong Kong, London, New Delhi, Boston, Seoul – September 8, 2023
According to Counterpoint Research’s latestChina Passenger Electric Vehicle Tracker, Q2 2023battery electric vehicle (BEV) unit sales in the country grew only 37% YoY, lower than theglobal average of 50%, highlighting a slowdown in domestic growth as the frail Chinese economy impacted demand in the world’s biggest EV market.
BYD Auto and Tesla continued to dominate unfazed, accounting for more than one-third of domestic unit sales. But the market also saw GAC Group establish itself as a solid number three on the back of strong demand for its line of compact Aion sedan and hatchbacks as it aggressively reduced prices in the midst of a price war.
“We’re also seeing strong numbers from several mid-sized domestic players that are having success across a broad range of vehicles – from sub-compact city cars through to long-range luxury cruisers. But many automakers are struggling as the market eases,” notes Ethan Qi, Associate Director. “China’s a big market but there’s also a lot of small carmakers, so any kind of slowdown and you’re probably going to see some consolidation as weaker companies inevitably exit.”
China Passenger EV* Unit Sales Share and YoY Growth by Auto Group
许多中国oem厂商寻求外部的恶性肿瘤h and are gaining a foothold in markets like Europe and Asia. “If you exclude China, by far the biggest market for EVs globally is Western Europe. It’s not China, but growth has started to accelerate this quarter,” says Qi. “Right now it’s all about MG, the SAIC-owned British badge that’s spearheading Chinese growth in the region with its compact cars and SUVs. It’s filling a vacuum in the affordable segment, where traditional names are struggling to supply consumers with EVs in that $20,000 – $40,000 sweet spot. This is where Chinese brands have a lot of depth.”
Chinese OEM Overseas EV Sales and Market Share
BYD Auto is enjoying success across a diverse group of markets mainly in Asia, but it is gearing up for Europe growth with new models to be shipped into the region later this year.
Ivan Lam, Senior Analyst, Manufacturing, notes, “BYD has all the classic advantages of a Chinese tech company including scale and proximity to the supply chain. What makes them stand out even more is their vertical integration right through to the battery. This helps them dominate at home. And as they expand production outside China, it will also make them a serious threat to global competitors.”
“I wouldn’t be surprised if they’re able to grab a lot of share quickly because of the latent demand for affordable EVs in Europe. And a planned 2025 factory will only bolster their advantage over the long term,” muses Lam. “The maxim ‘If you can make it in China, you can make it anywhere’ really does apply here.”
Background
Counterpoint Technology Market Research is a global research firm specializing in products in the TMT (technology, media and telecom) industry. It services major technology and financial firms with a mix of monthly reports, customized projects and detailed analyses of the mobile and technology markets. Its key analysts are seasoned experts in the high-tech industry.
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Global Automotive NAD Module and Chipset Forecast by Technology 2018-2025
Global Automotive NAD Module and Chipset Forecast by Technology 2018-2025
- Blog / PR
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- 9月 8, 2023
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- 白皮书
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- 9月 7, 2023
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Overview:
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Download the report using the form below
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- 9月 7, 2023
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Counterpoint is attending the Apple event on 12thSeptember, 2023
Our Research Vice President Neil Shah and Research Director Jeff Fieldhack will be attending the Apple event on 12th September 2023. In case you are planning to be there, you can schedule a meeting with them to discuss the latest trends in the technology, media and telecommunications sector and understand how our leadingresearchandservicescan help your business.
Learn more about the Apple eventhere.
Click here(or send us an email at contact@www.arena-ruc.com) to schedule a meeting with Neil and/or Jeff.
- Blog / PR
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- 9月 7, 2023
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- Samsung dominated with five models on the list.
- Apple’s iPhone 11 was the third best-selling model in Mexico in Q2 2023.
- 60% of the models in the top 10 list were priced below $150.
- Samsung’s Galaxy A34, Galaxy A54 5G were the only two 5G models on the top 10 list.
Mexicois the second most important smartphone market in Latin America. The country has the second-highest population in the region and hosts an extremely competitive ecosystem. Mexico’s geographical size and lack of import barriers make it an extremely attractivesmartphonemarket.
The top-selling models accounted for 35% of Mexico’s total smartphonemarketin Q2 2023. The top 10 list almost appears like Samsung’s performance for the quarter as the brand dominated the top-selling chart in Mexico in Q2 2023. Five of the 10 best-selling models were fromSamsung. According to Counterpoint’s Market Pulse Report, Samsung’s share in Q2 2023 was slightly more than 30%.
OPPO and Motorola both had two models in the Q2 2023 top-selling list. Motorola, which has always been a strong player in theMexicanmarket, launched a few new models during the quarter that helped the brand increase its market share. OPPO, a relatively new entrant in theLATAMmarket, managed to retain its third position in market share with two of its models in the top-selling list.
Top 10 Best-selling Smartphone Models’ Market Share in Mexico, Q2 2023
60% of the models in the top 10 list were priced below $150. This price band accounts for 52% of the overallsmartphone在墨西哥的市场。然而,premiumization infiltrating the Mexican market, and the number of models in the >$150 band is increasing in the top-selling list. This trend is accelerating slowly but will surely lead to a higher overall smartphone ASP.
Apple’s four-year-oldiPhone11 has been part of the Mexican bestseller list for a few quarters now. It was the third best-selling model in the Mexican market in Q2 2023. The iPhone 11, which is a 4G model, was the most expensive model on the list. The massive sales of this model reflect the strength of Apple’s branding.
The 4G version of OPPO’s Reno 7 was another model in the bestsellers list priced more than $150. This is quite an achievement for the brand, which arrived in the region just three years ago.OPPOis still building its branding in the Mexican market. The Reno 7 has been in the Mexican top-selling chart since December 2022.
It is noteworthy that only two models in the chart are 5G phones – the Samsung Galaxy A34 and the Samsung Galaxy A54 5G. The latter one is also the most expensive Samsung model in the top-selling list. Meanwhile, Telcel has been pushing its subscriber base to replace their phone with a 5G one. Mexican consumers are still not ready for5Gtechnology. They would rather get more specs than access the technology.
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我们在汽车领域的意见领袖
Neil Shah
Vice President of Research
Soumen Mandal
Vice President of Research