© 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
3© 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 2025
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
4© 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 2025
Source: KPMG’s Global Automotive Executive Survey 2017
2010 2017
Total market capitalization (in $bn)
5© 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 2025
Source: KPMG’s Global Automotive Executive Survey 2017
2010 2017
Total cash position (in $bn)
6© 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
Powertraintechnologies
Ricardo BACELLAR
KPMG Brazil Head of Automotive
7© 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
Dieter Becker KPMG Global
Head of Automotive
8© 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
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
9© 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
e-TechnologiesConsumers opinion
(BEVs) Battery Electric Vehicles (FCEVs) Fuel Cell Electric Vehicleswill fail due to infrastructure challenges. will be the real breakthrough for electric mobility.
23%
41%
12%
20%
4% Absolutely disagree
Partly agree
Partly disagree
Neutral
Absolutely agree
22%
40%
20%
12%
6%
16%
4%
1%Absolutely disagree
Partly disagree
Neutral
45%
33%
16%
5%
1%
36% Absolutely agree
43% Partly agree
GLOBALGLOBAL
10© 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
e-TechnologiesBrazilian executives opinion
(BEVs) Battery Electric Vehicles (FCEVs) Fuel Cell Electric Vehicleswill fail due to infrastructure challenges. will be the real breakthrough for electric mobility.
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
11© 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
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%
12© 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
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
13© 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
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%
14© 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
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%
15© 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
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%
2% Absolutely disagree
Partly agree
Partly disagree
Undecided
Absolutely agree 69%
22%
2%
7%
0%Absolutely disagree
Partly agree
Partly disagree
Undecided
Absolutely agree
16© 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
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%
17© 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
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
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Ricardo BACELLARHead of Automotive
KPMG in [email protected]
(21) 98833-3000https://br.linkedin.com/in/bacellar