Outlook

The growth of electric vehicles and environmental concerns worldwide is creating demand for more sustainable interior materials and also unseen materials such as sound insulation.

The forward march of electrification continues, but there still are many unanswered questions. How quickly do BEVs need to recharge? What’s the optimal cost per kWh automakers need to achieve to make BEVs competitive with internal-combustion-engine vehicles? Is modular pack design the way forward, or will cell-to-pack take hold? Aluminum has been the most prevalent enclosure material up to now, but will that be the case in the future? Join us as we answer these questions and more by presenting the results of our 2021 Battery Electric Vehicle Future survey.

Geopolitics, inflation and never-ending global supply-chain challenges are heavily weighing on the North American market. In the wink of an eye, the outlook has reversed from upside bias to downside. The sales and production forecasts for 2022 have been significantly cut since the end of last year and are in danger of not showing growth from 2021. Haig Stoddard will detail the current outlook in North America for the second half of 2022 and touch on prospects for growth in 2023, highlighting signs and data indicators to watch for that point to more strength or weakness.

North America light vehicle production forecast by vehicle type and country; by manufacturer, vehicle type, and country; by manufacturer, country, and plant; and by manufacturer, platform, and plant by month for 2021-2023. Includes list of models with their associated platform.

Haig Stoddard, Principal Forecaster, Forecast & Analytics, Wards Intelligence will briefly summarize the short-term global production outlook and take the pulse of the North American market as it emerges from the depths of the pandemic and related global supply-chain disruptions. The North America drill-down will cover production, sales and inventory forecasts for the remainder of 2022 and gauge the level of normalcy the region will be at by the start of 2023.

Companies and investors are pumping billions of dollars into the autonomous-vehicle sector for the chance to score big in this nascent market. Early movers are getting a jump on the competition with partnerships, pilot projects and production. Tune in to learn what our survey reveals about industry leaders' plans for AVs over the next 10 years.

Beyond the concept cars and the sweeping strategy statements there was a plethora of innovative ideas, new technologies and applications at CES 2022. As standalone concepts they are exciting but, more significantly, they are converging to shape the broader mobility space, including automotive. New players and strategic partnerships are emerging with significant implications for the future structure of the industry and the relevance of existing business models. This session will curate the key announcements and create a framework to help understand the future dynamics of the industry.

Drew Winter, Senior Analyst – Cockpit of the Future, Wards Intelligence presents how connecting the latest sensing technology with automakers’ all-new electronic vehicle architectures is creating a wave of new opportunities to enhance vehicle connectivity and cockpit features.

Paul McCarthy’s presentation provides an economist’s perspective on demand, supply, and the connection between new and used vehicles gleaned from over 25 years of modeling at Ford and Ford Credit. He will make a case for an alternative perspective on leasing and used vehicle price dynamics, and highlight the importance of financing conditions on vehicle demand. His overall framework will help in understanding recent developments, while also shedding light on how the market may evolve with the rollout of electric vehicles.

Haig Stoddard, Principal Forecaster, Forecast & Analytics, Wards Intelligence reviews the current North America sales and production outlooks for 2022, as well as summarize the impact of the ongoing global supply chain disruptions, spurred mostly by the shortage of microchips. The presentation also dwells deeper into answering questions related to the timing of when the industry can get production and inventory in sync with strong demand and how well each major manufacturer is handling the supply-chain disruptions.

Haig Stoddard, Principal Forecaster, Forecast & Analytics, Wards Intelligence presents the September 2021 North America Barometer will review the current sales and production outlooks for the rest of 2021 and Q1-2022, as well as summarize the impact on sales and production still being caused by ongoing supply chain disruptions, spurred mostly by the global shortage of microchips. The presentation also will dwell deeper into answering questions related to the timing of when the industry can get production and inventory in sync with strong demand; what is driving rising sales and how long growth can last; and how well each major manufacturer is handling the supply-chain disruptions.