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Consumer, Retail & Manufacturing Industry Intelligence

Automotive & Mobility Market Intelligence.

In an industry being redefined by electrification, software, and new ownership models, GIC provides the essential market intelligence that OEMs, suppliers, and mobility innovators need to navigate the greatest transformation in a century and build the future of movement.

Industry Focus

EVs, Autonomous Vehicles, Software-Defined Vehicles, Tier 1 Suppliers, Mobility-as-a-Service (MaaS)

Our Intelligence Services

Production Forecasting, Technology Roadmapping, Consumer Adoption Analysis, Supply Chain Intelligence

Our Analyst Team

Automotive Engineers, Powertrain Specialists, Software Architects, Manufacturing Experts, Mobility Strategists

Intelligence Cadence

Annual Deep-Dive Reports, Quarterly Production & Sales Updates, Real-Time Technology Alerts

The Strategic Imperative

Market Challenges & Client Goals.

Client Goal

Automotive & Mobility leaders partner with GIC to achieve mission-critical objectives:

  • Successfully navigate the transition from internal combustion engines (ICE) to electric vehicles (EVs).
  • Develop a winning strategy for autonomous driving technology and software-defined vehicles.
  • Build a resilient and cost-effective battery and semiconductor supply chain.
  • Identify and invest in profitable new mobility services beyond traditional car ownership.

Market Challenge

The industry faces immense capital investment requirements and technological uncertainty:

  • Trillion-dollar investments in EV and battery manufacturing with uncertain long-term ROI.
  • Intense competition from new, software-centric EV manufacturers.
  • Complex and fragile global supply chains for critical components like batteries and chips.
  • The challenge of monetizing software and connected services in the vehicle.
  • Evolving consumer attitudes towards car ownership and mobility.
Research Methodology

The GIC Blueprint for Precision.

Global Production Forecasting

Our models provide granular, plant-level forecasts for vehicle production by OEM, model, and powertrain type, giving a clear view of future market supply.

01

Technology Teardown & BOM Analysis

We physically deconstruct key vehicles to provide detailed analysis of their component costs (Bill of Materials), technology choices, and manufacturing processes.

02

Consumer Adoption & Purchase Surveys

We survey thousands of new car buyers to understand the key drivers of their purchase decisions, brand perceptions, and attitudes towards new technologies like EVs and autonomy.

03
Report Architecture

What's Inside Our Intelligence Reports.

Each report is a complete strategic playbook, covering the entire automotive value chain from raw materials to mobility services.

Global Sales & Production Forecasts

5-year vehicle sales and production forecasts by region and powertrain type.

Electric Vehicle (EV) Ecosystem

Deep dives into battery technology, charging infrastructure, and EV adoption.

Autonomous Driving & ADAS

Analysis of L2-L5 autonomous systems, sensor technology (Lidar, Radar), and software.

Software-Defined Vehicles

Intelligence on in-car operating systems, connected services, and OTA updates.

Automotive Supply Chain

Tracking the landscape of Tier 1-3 suppliers, semiconductors, and raw materials.

OEM & Supplier Strategy

Competitive analysis of the strategies, technology roadmaps, and financial health of key players.

Mobility-as-a-Service (MaaS)

Market sizing and business model analysis for ride-hailing, car-sharing, and subscriptions.

Commercial Vehicles & Fleets

Analysis of the market for electric and autonomous trucks, vans, and fleet management.

Regulatory & Emissions Landscape

Tracking global emissions standards (e.g., Euro 7), ZEV mandates, and safety regulations.

M&A and Investment Analysis

Analysis of deals across the automotive, mobility, and supplier ecosystems.

Underlying Data Sets (Excel)

Full access to our raw data on production, sales, technology adoption, and consumer surveys.

Actionable Strategic Recommendations

Clear guidance for executives at OEMs, suppliers, and mobility providers.

Empirical Evidence

GIC Data Highlights: Automotive & Mobility.

"The industry has overestimated consumer demand for subscription-based features. Our survey data shows that while 60% of new car buyers want advanced connectivity, only 15% are willing to pay a recurring monthly fee for features like heated seats or enhanced performance."

Lead Analyst, Connected Car, GIC

Our vehicle teardowns reveal the battery pack still accounts for 35% of the total manufacturing cost of a mid-range EV, though we forecast this to fall below 25% by 2028.

GIC EV BOM Analysis, Q2 2025

Coverage Breadth

Automotive & Mobility Segments We Cover.

Vehicle Segments
Passenger CarsLight Commercial VehiclesHeavy-Duty TrucksMotorcycles
Powertrain
Internal Combustion (ICE)Battery Electric (BEV)Plug-in Hybrid (PHEV)Hydrogen Fuel Cell (FCEV)
Autonomous Technology
ADAS (L1-L2)Conditional Automation (L3)High Automation (L4-L5)Sensors & Compute
Software & Electronics
Infotainment & CockpitVehicle Operating SystemsTelematicsECUs & Domain Controllers
Mobility Services
Ride-HailingCar-SharingVehicle SubscriptionsMicromobility
Supply Chain
Tier 1-3 SuppliersSemiconductor FoundriesBattery & Raw MaterialsManufacturing Equipment
Core Capabilities

Key Features of Our Intelligence.

01

Vehicle Production & Sales Forecasting

Access granular forecasts by OEM, model, and country to inform your planning.
Strategic Planning
02

EV Battery Supply Chain Analysis

Track raw material costs, cell manufacturing capacity, and battery chemistry trends.
Supply Chain Resilience
03

Autonomous Vehicle Roadmap Benchmarking

Compare the technology, validation miles, and go-to-market strategies of leading AV developers.
Competitive Intelligence
04

Software-Defined Vehicle Monetization

Analyze the potential revenue from subscriptions, features-on-demand, and connected services.
New Revenue Streams

Drive Your Strategy Forward.

Connect with a GIC analyst to discuss our syndicated Automotive & Mobility reports or to commission a bespoke research project on your specific strategic challenges.

Speak with an Automotive Analyst