european car market analysis_acg

Autobei Consulting Group (ACG) European Car Market Analysis

European Car Market Analysis


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17,912,308

18,692,262

19,622,391

18,820,893

16,606,947

16,491,307

17,159,553

16,187,240

2005

2006

2007

2008

2009

2010

2011

2012

Car sales

World Europe

European Car sales

There is a fluctuation in European car market, However globally sales has increased since 2010 onwards mainly due to emerging market


VolkswagenGolf

Ford Focus Renault Mégane VolkswagenPolo

Ford Fiesta Peugeot Opel Corsa Renault Clio Opel Astra VolkswagenPassat

Top Models in Europe

Volkswagen Golf is the most selling model in Europe and most selling model worldwide within Volkswagen Group

Peugeot is launching its new product of 208 small car series by this which will compete VW Golf


European Car Industry Overview

Germany is the largest market in Europe for passenger car with more than 3 million, Spanish economy is struggling and going down

297,937

316,846

356,145

572,211

555,798

304,984

1,749,074

2,204,229

1,941,253

3,173,634

271,215

326,081

336,010

487,377

502,675

699,589

1,402,089

1,898,760

2,044,609

3,082,580

Poland

Switzerland

Austria

Belgium

Netherlands

Spain

Italy

France

UK

Germany

Top 10 car market in Europe

2012 2011

Source: Association Auxiliaire de l'Automobile, ACG analysis


Brand wise sales

709

1,688

2,325

7,201

95,532

288,534

287,476

394,718

559,480

672,604

810,952

949,054

1,090,419

1,091,856

1,166,748

1,297,995

1,682,868

3,207,542

622

808

1,804

5,540

127,465

247,258

339,687

429,563

541,834

667,113

798,231

800,303

947,745

977,917

1,006,032

1,053,489

1,465,735

3,210,909

Iveco

Chinese

Aston Martin

Korean Others OEMs

Jaguar Land Rover

Others

Kia

Hyundai

Toyota Group

Daimler

Fiat Group

BMW Group

Ford Group

Japanese OEM

GM Group

Renault Group

PSA Group

Volkswagen Group

Sales Volume

2012 2011

VW is the market leader due to its product range and product position



Brand wise market share

0.01

0.01

0.02

0.05

0.70

2.12

2.11

2.90

4.11

4.94

5.96

6.97

8.01

8.02

8.57

9.54

12.37

23.57

0.005

0.006

0.014

0.0

1.0

2.0

2.7

3.4

4.3

5.3

6.3

6.3

7.5

7.7

8.0

8.3

11.6

25.4

Iveco

Chinese

Aston Martin

Korean Others OEMs

Jaguar Land Rover

Others

Kia

Hyundai

Toyota Group

Daimler

Fiat Group

BMW Group

Ford Group

Japanese OEM

GM Group

Renault Group

PSA Group

Volkswagen Group

Market Share %

2012 2011

VW is the market leader with 25% market share due to its product range and product position

Top three Brand



Market Overview

Overall market de growth by 8%

Top 3 players are Germans and French

Japanese are having countable presence in Eastern Europe

Resistant for Chinese products

• European market is quality driven

• Preference for small car and Sedan, People do not prefer to buy

big cars

• Car is one of the important vehicle in German people life

-3.13

-12.90-18.84

-13.77-10.44 -13.08

-1.31

-15.83

-0.82 -3.15

8.83

18.16

-14.31

33.43

-23.07 -22.41

-52.13

-12.27

VolkswagenGroup

PSA Group RenaultGroup

GM Group JapaneseOEM

Ford BMW Fiat Group Daimler Toyota Hyundai KIA Others Jaguar LandRover

Korean OEM Aston Martin ChineseOEM

Iveco

Growth



Economy Class segment

* Based on strong position in segment

• VW is the peoples car in Europe, registered de growth of 4.6% in difficult market

situation

• Opel is facing serious problem in Germany but overall in Europe it is maintaining

in top 3 OEM

• Toyota is the top car OEM in the globe but could not penetrate European market,

Specially central Europe

• Kia & Hyundai are the only OEM with positive growth

2011 2012 Growth 2011 MS % 2012 MS %

Volkswagen 1,683,712 1,605,212 -4.66 15.65 16.52

Ford 1,090,409 947,738 -13.08 10.14 9.76

Opel 990,086 834,202 -15.74 9.20 8.59

Renault 1,045,730 816,866 -21.89 9.72 8.41

Peugeot 911,820 793,383 -12.99 8.48 8.17

Citroen 771,048 672,352 -12.80 7.17 6.92

Fiat 683,977 581,997 -14.91 6.36 5.99

Toyota 532,028 515,295 -3.15 4.95 5.30

Skoda 494,058 490,593 -0.70 4.59 5.05

Nissan 459,169 432,814 -5.74 4.27 4.46

Hyundai 394,718 429,563 8.83 3.67 4.42

KIA 287,476 339,687 18.16 2.67 3.50

Seat 305,430 259,845 -14.92 2.84 2.67

Dacia 252,265 236,623 -6.20 2.35 2.44

Chevrolet 175,718 171,287 -2.52 1.63 1.76

Suzuki 179,094 154,181 -13.91 1.67 1.59

Honda 150,267 139,911 -6.89 1.40 1.44

Mazda 137,035 123,903 -9.58 1.27 1.28

Lancia 98,586 92,646 -6.03 0.92 0.95

Mitsubishi 113,479 76,433 -32.65 1.06 0.79

Total 10,756,105 9,714,531 -9.68



168,482

78,818

155,458

69,637

BMW "Mini" Mercedes "Smart"

Sales Volume

2011 2012

68

32

69

31

BMW "Mini" Mercedes "Smart"

Market Share %

2011 2012

Economy Class “Small” segment

-7.73

-11.65

-8.98

BMW "Mini" Mercedes "Smart" Total

Growth %

BMW “Mini” brand is stronger than Mercedes “Smart”

BMW “Mini” is having double market share compare to than Mercedes “Smart”

In growth also Smart has around 4% de growth compare to Mini



680,287

642,006

593,786

703,464

644,418

597,476

Audi BMW Mercedes

Sales volume

2011 2012

3634

31

3633

31

Audi BMW Mercedes

Market Share %

2011 2012

3.41

0.380.62

Audi BMW Mercedes

Growth

Premium Class Segment

Volkswagen Group company Audi is the market leader with growth of 3.41% and Market share of 36%

Bavaria based BMW is number 2 with 34% market share, however it lost 1% in 2012 compare to 2011

Overall segment size has increased in last two years



Premium/Sport segment

255,452

72,855

41,93422,676 2,325 13,323

230,733

104,057

45,301 23,407

1804 1,409

Volvo Land Rover Porsche Jaguar AstonMartin

SAAB

Sales Volume

2011 2012

62.52

17.83

10.265.55

0.573.26

56.73

25.58

11.14

5.760.44 0.35

Volvo Land Rover Porsche Jaguar Aston Martin SAAB

Market Share %

2011 2012

-9.68

42.83

8.033.22

-22.41

-89.42

-0.45

Volvo LandRover

Porsche Jaguar AstonMartin

SAAB Total

Growth

Volvo car which is consider one of the safe car in the world is the market leader with around 62% market share

Tata Group’s premium brand, Land Rover has registered growth of 42% in 2012

Aston Martin which was targeted by Indian OEM M&M has lost its sales and de growth 22%



Volkswagen Group

1,683,712

680,287494,058

305,430

41,934 2,121

1,605,212

703,464

490,593

259,84545,301

2,605

-4.7

3.4-0.7

-14.9

8.0

22.8

-50.0

-40.0

-30.0

-20.0

-10.0

0.0

10.0

20.0

30.0

0

200,000

400,000

600,000

800,000

1,000,000

1,200,000

1,400,000

1,600,000

1,800,000

Volkswagen Audi Skoda Seat Porsche Others

Volkswagen Group

2011 2012 Growth

Porsche Automobil Holding SE, Stuttgart,

50.73%

Porsche GmbH, Salzburg, 2.37%

State of Lower Saxony, Hanover, 20.00%

Qatar Holding, 17.00%

Others, 9.90%Share Holding Structure

Economy Brand

Premium Brand

Holding

50.7%

100%

100%

Passenger vehicles

PORSCHE AG

Commercial vehicles

Integrated Group

Source: VW & ACG analysis


And many more……..

Autobei Consulting Group

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