Posts by Neal Zipser
Rising EV Sales May Weaken U.S. Automaker Credit Metrics Over Time
If margins on battery-operated automobiles are slow to improve, increased electric vehicle (EV) penetration may be leveraging for some US automakers over the long term, given the large investment required to grow EV production, says Fitch Ratings.
Read MoreTechnology Predictions: What’s Ahead for the Auto Industry in 2022
Following two years of market disruption, automotive manufacturers and suppliers are eager for positive news. Indeed, some regions and vertical segments are mitigating risks and addressing shortages with agile shifts and creative strategies. They provide pragmatic best practice models and inspiration for the organizations still struggling with heavy revenue losses from the microchip shortage. Undeniably, 2021 was a difficult year for manufacturers, OEMs, and suppliers. As we turn to 2022 to absorb and adapt to the many COVID-related blows, some predictions seem safe to bet on.
Read MoreAuto Demand Levels Remain Depressed on Chip Famine Alongside Race Between Vaccine & Variants
IHS Markit forecasts new light vehicle sales of nearly 82.4 million globally in 2022, up 3.7%. IHS Markit projects the industry will finish out 2021 with nearly 79.4 million light vehicles sold, and industry demand levels will continue to be restrained next year as the semiconductor supply chain remains challenged.
Read MoreWhat it is Like to be an Auto Analyst
From vehicle electrification to autonomous driving, the automotive industry is changing rapidly. LMC’s Director of Asia-Pacific Forecasting, May Arthapan, describes why this is such an exhilarating time to be an analyst in the sector.
Read More2022 SAA Events
The SAA has a robust line-up of in-person and virtual events planned for 2022. Check regularly for updates.
Click here to learn more.
Read MoreDigital Transformation Isn’t an Option, It’s Essential
View the on-demand sessions from the 2021 Tech Summit, a two-day virtual event that featured panel discussions on issues poised to change the face of the public and commercial industry sectors, such as digital transformation, workforce and talent retention, data transparency, and strategy and operations.
Read MoreCopy of The Latest SAA Newsletter
• GM Economist and Ford Futurist Lead Compelling Lineup of Automotive Outlook Conference Speakers
• Check Out Latest SAA Industry Insights Video
• U.S. Light Vehicle Sales Decline Eases Slightly in November, But Lean Inventories Continue to Severely Impact the Market’s Selling Rate
• November Auto Sales Stuck in Low Gear as Consumers and Dealers Face Tight New-Vehicle Inventory and High Prices
• FTC to Investigate Supply Chain Interruptions
10 Ways Your Legacy System is Costing You…and What You Can Do About It
• Chip Shortage Changes Car Industry Fundamentally
• Auto Executives Expect EVs Will Own Half of U.S., China Markets by 2030
• 2021 Tech Summit: Digital Transformation Isn’t an Option, It’s Essential
• The Auto Industry is Begging the U.S. Government to Make it Easier to Import Critical Parts from China
• Stellantis CEO: Speeding Up EV Transition is “Beyond the Limits” of What Auto Industry Can Sustain
35th Annual Automotive Outlook Conference
The 35th Annual Automotive Outlook Conference on January 27, 2022 will be SAA’s first in-person event since the start of the COVID. The SAA flagship event will take place at Marelli’s new headquarters in Southfield, MI.
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 MoreThe Latest SAA Newsletter
• GM Economist and Ford Futurist Lead Compelling Lineup of Automotive Outlook Conference Speakers
• Register for Outlook and Receive Free Registration to Vehicle Roundtable Discussion
• What Happened with the Semiconductor Chip Shortage — and How and When the Auto Industry Will Emerge
• Top 5 Automotive Trends to Watch Out in Next Year
• 8 Predictions About the Future of the Auto Industry
• U.S. Light Vehicle Sales in December Fall by 27% YoY, Closing a Turbulent 2021 at 14.9 Million Units
• Off to the Races: EPA’s Aggressive New Fuel Efficiency Standards Will Fundamentally Reshape How Cars are Made and Powered
Industry 4.0 Guidebook: It’s Time to Level Up Your Manufacturing
• Check Out Latest SAA Industry Insights Video
• From SPACs to Chips: Five Ways 2021 May Have Forever Changed the Auto Industry
• $29,000 for an Average Used Car? Would-Be Buyers Are Aghast
• Toyota Dethrones GM as Number One U.S. Automaker
• What’s Ahead for the Auto Industry in 2022?
• New Car Sales in 2022 Will See Bigger Rebound as Chip Supply Improves, Analyst Says
• Interest in Hybrid Vehicles Still “Significantly” Outpacing Full Battery Electrics
• At CES, Tech Alliances Firm Up in the Self-Driving Car Wars