G. David Felt Staff Writer Alternative Energy - CheersandGears.com
Car Wars 2013-2016
CarWars2013-2016.PDF
The automotive Product pipeline for the US Market. While this report came out last year, there is some interesting assumptions / analysis made by Bank of America and Merrill Lynch. This report starts off with the basic background and thesis along with industry trends and then dives into company analysis, expected market share shifts, implications for suppliers to dealers and the all mighty conclusion.
What was interesting to note is the expected decline in market share by Korean manufactures while Japan stays pretty much the same and US grows. They do see that product activity while having slowed due to the depression we are just now pulling out of is showing signs that imply an 18.5% rate of replacement each year.
Ford and GM are expected to have the highest rate of product refresh out of all auto companies. What I felt was missing is the AGE component of buyers versus leasors. I think this really tells allot about a company when you know the average age for a product segment. This is clearly missing from this report.
Over all very interesting to review. I wonder what others will think?