Posts by Neal Zipser
Enterprise Value Increases to Drive Robust Automotive Supplier M&A Activity
Analysis from Conway MacKenzie indicates that global aggregate auto supplier enterprise values will increase over $400 billion by the spring of 2022 (two years after the pandemic began), leading to robust M&A activity in the next 24 months.
Read MoreThe Latest SAA Newsletter
• Free Lunch & Learn Featuring LMC Automotive
• U.S. Light Vehicle Sales in May Cooled Down from the Record Levels Amidst Critically Low Inventory, But Still Reached a 17.2 Million Annual Selling Rate
• Free Remote Cast: The Future is Now for Electric Vehicles
• Technological Trends that will Transform the Automotive Industry in 2021
• Ford’s New F-150 Lightning Represents Step Forward in Evolution of Electric Vehicles, Analyst Says
• CarPlay Has Taken the Automotive Industry by Storm
• Automotive Digital Adoption: Exceeding Expectations Throughout the Ownership Lifecycle
• Global Chip Shortages to Cost Automakers 5% of Production
• Why Car Makers Are Taking On the EV Supply Chain
• 2021 Midyear Business Tax Planning in an Era of Change
• Potential Liability for Labor Issues in Mexico – Recent Developments
• Pivoting to an Electrified Future – The Auto Industry Amps Up
• Intellectual Property: Learning to Value Assets You Can’t Touch
• Digital Transformation: Creating Growth in the Middle Market
• Sheryl Crow to Headline Motor City Car Crawl Charitable Evening in Downtown Detroit
• Carmakers Forced by Chip Crisis to Rethink Just-In-Time Ordering
June 15 Q’d Up: The Future is Now for Electric Vehicles
Mark your calendars for the North American International Auto Show’s Q’d Up Mobility event on June 15 as experts explore the outlook of the electric vehicle market and the challenges and opportunities that will come with the shift.
Read MoreGlobal Semiconductor Shortage Impact Assessment Update on Vehicle Production
The global semiconductor shortage continues to apply pressure to global Light Vehicle production. Plant shutdowns, reduced shifts and slow build-rates are estimated to undermine global LV production in the opening half of 2021 by almost 3 million units.
Read MoreDon’t Repeat Mistakes That Led to the Microchip Shortage
The great microchip crunch that has squeezed the auto industry should be mostly over by the middle of this year. But carmakers shouldn’t be so quick to forget the crisis’ lessons: Not only will there be a next time, but that next time will likely be worse.
Read More2021 SAA Events
The SAA has a robust line-up of events planned for 2021. Check regularly for updates.
Click here to learn more.
Read MoreGen Y, Z Lead The Way With EVs
It has to be music to the ears of General Motors, Tesla, Rivian and other electric-savvy automakers.
One in four Gen Y and Z auto intenders say electric vehicle technology is a “must-have” in their next car.
Automotive COVID-19 Recovery Series Helps Navigate a Path to a “New Normal”
IHS Markit has published three insight pieces providing research and perspectives into how the U.S. new and used vehicle ecosystems have already evolved from their pre-COVID-19 days, and, more importantly, what the more settled post-COVID-19 world, when it does arrive, will look like. These papers help navigate a path to a “new normal” in such unique times.
Read MorePandemic Acts as Catalyst for Additional Change in Auto Industry, Analysts Suggest
The COVID crisis is proving to be a bigger accelerator for altering the automotive industry in fundamental ways than originally expected. OEMs must continue to grapple with the challenges brought about by autonomous driving, shared mobility, driveline electrification, but now there are additional changes in manufacturing as automaking transforms to a product from a service.
Read MoreSAA Automotive Outlook Conference Recap: “Learn to Stop Worrying and Love Volatility”
Last Sunday I was honored to present FSG’s Global Economic Outlook at the Society of Automotive Analysts’ Outlook conference in Detroit, the unofficial kickoff of the prestigious North American international Auto Show. I lightheartedly titled my presentation “How to Stop Worrying and Love Volatility” because 2019 promised to feel even more unstable for business and investors than 2018.
Read More