拉丁美洲汽車產業展望（2024）

Latin America Automotive Industry Outlook 2024

出版日期: 2024年04月04日 | 出版商:

Frost & Sullivan | 英文 74 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

聯網汽車和電動、新的經營模式和日益激烈的競爭創造了成長機會。

儘管新冠肺炎 (COVID-19) 對當地經濟、國際衝突、通貨膨脹、外匯和信貸供應造成嚴重影響，但拉丁美洲的汽車產業仍持續呈上升趨勢。

2023年拉丁美洲汽車銷量將達到480萬輛，預計2024年將成長8.2%。然而，該地區並未達到疫情前的水平，2023 年的銷售額比 2019 年下降了 10.7%。墨西哥的成長速度是該地區最高的，與 2023 年相比成長了 24.4%，從 110 萬輛增加到 140 萬輛。另一方面，哥倫比亞和智利分別出現29.9%和26.5%的負成長。

該分析強調了幾個趨勢，包括中國目的地設備製造商在該地區的滲透率不斷提高、混合動力汽車和電動汽車的本地生產、動力傳動系統多樣化、聯網汽車的擴張以及新的移動模式。

Frost & Sullivan 預測該產業到 2024 年將成長 4.8%。 Frost & Sullivan 預測，哥倫比亞可能會引領該地區的成長，成長率為 21.5%，達到 187,500 套。拉丁美洲最大的市場巴西預計銷售量將達240萬台，成長8%。相比之下，阿根廷和厄瓜多爾的輕型車銷量預計將下降。

2024 年十大趨勢
十大經濟成長機會
全球GDP成長率：主要市場失去成長動力，全球成長從2023年的3%放緩至2024年的2.6%
通膨與利率：整體通膨持續下降，已開發市場將於 2024 年下半年轉向降息
外匯走勢：2024年上半年美元將維持高位，新興市場貨幣2024年第三季起將上漲。
石油業：第一季OPEC+石油產量將減少，非OPEC石油產量將增加
勞動市場：失業率溫和上升；市場情緒積極預期支撐勞動保障
關鍵礦產資源：經濟韌性的需求加強跨國和跨產業合作
北美：由於可自由支配支出下降和利率上升，經濟放緩
西歐：通膨逆風逐漸緩解，預計將優先考慮溫和成長復甦；
中東：經濟市場多元化將抑制全球石油市場放緩帶來的反動下滑，帶動非石油成長
亞洲：新興市場推動成長動力；財政措施支持中國經濟復甦
2024 年按國家列出
全球 GDP 成長簡介
拉丁美洲：外部不利因素導致出口和投資放緩，阿根廷2024年成長放緩至1.4%
成長機會：在關注脫碳的同時，財政支持有利於基礎建設、交通、綠色能源和礦業出口仍然強勁
2024 年國家列表

調查範圍和細分

調查範圍
分割

趨勢

推動拉丁美洲汽車產業的主要趨勢
趨勢一：動力傳動系統多角化
趨勢二：中國OEM
趨勢3：混合動力汽車和電動車的在地化生產
趨勢四：CC的擴張
趨勢五：新出行經營模式的出現
服務/技術藍圖
CASE 需求矩陣：依國家分類

銷售和定價：按國家/地區

汽車銷售：依國家分類
價格比較分析
按細分市場預測

行業分析：按國家分類

阿根廷
巴西
智利
哥倫比亞
厄瓜多
墨西哥
秘魯
烏拉圭

結論

結論與展望

下一步

成長機會1：汽車訂閱經營模式
成長機會2：聯網汽車服務
成長機會3：電動車的擴張

下一步

下一步
為什麼是霜凍，為什麼是現在？
附件清單
免責聲明

簡介目錄

Product Code: KA2B-44

Connected and Electrified Vehicles, New Business Models, and Increasing Competition Enable Growth Opportunities

The Latin American automotive industry maintains its rising trend despite the severe effects of COVID-19 on local economies, international conflicts, inflation, exchange rates, and difficulties arising from credit accessibility.

With 4.8 million units sold in 2023, the Latin American automotive industry will likely grow 8.2% in 2024. However, the region has not reached pre-pandemic numbers, with 2023 sales numbers 10.7% lower than 2019. Mexico showed the most growth in the region, surpassing 2023 numbers by 24.4% and going from 1.1 million units to 1.4 million. Meanwhile, Colombia and Chile showed negative growth, with 29.9% and 26.5%, respectively.

This analysis covers multiple trends, including the rising penetration of Chinese original equipment manufacturers in the region, local production of hybrid and electric vehicles, powertrain diversification, expansion of connected vehicles, and new mobility models.

Frost & Sullivan expects the industry to grow 4.8% in 2024. Our estimations show that Colombia will likely lead growth in the region at 21.5%, translating into 187,500 units. Brazil, the largest market in Latin America, will likely sell 2.4 million units, recording 8% growth. In contrast, Argentina and Ecuador will experience a decrease in their total amount of light vehicle sales.

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Latin American Automotive Industry
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

Key Findings: A Recap of 2023
The 2023 Passenger Vehicle Industry: Forecast vs. Actual
Key Findings: Top 5 Predictions for 2024
Notable Regulations and Mandates: A Snapshot
Automotive Industry by Country

2024 Global Economic Outlook

Top 10 Trends for 2024
Top 10 Economic Growth Opportunities
Global GDP Growth: Mild Global Growth Slowdown from 3% in 2023 to 2.6% in 2024 as Major Markets Lose Growth Momentum
Inflation and Interest Rates: Headline Inflation to Continue Declining; H2 2024 Shift Toward Rate Cuts for Advanced Markets
Currency Trajectory: Dollar to Remain Strong in H1 2024; Emerging Market Currencies to Receive Boost from Q3 2024 Onwards
Oil Industry: Q1 OPEC+ Oil Production Cuts; Non-OPEC Production to Increase
Labor Market: Moderate Unemployment Uptick; Positive Expectations Regarding Market Sentiment to Support Labor Hoarding
Critical Mineral Supplies: Need for Economic Resiliency will Bolster Cross-border and Cross-industry Partnerships
North America: Economic Slowdown amid Discretionary Spending Pullback and Elevated Interest Rates
Western Europe: Moderate Growth Pick-up as Inflation Headwinds Gradually Ease; Rebuilding Fiscal Buffers to Take Precedence
The Middle East: Economic Diversification to Limit the Pullback from a Slowdown in Global Oil Markets to Drive Non-oil Growth
Asia: Emerging Markets to Drive Growth Momentum; Fiscal Measures to Support Chinese Economic Recovery
List of Countries and Territories, 2024
Global GDP Growth Snapshot
LATAM: External Headwinds to Cause Exports and Investment Pullback; Argentina's Growth Will Slow to 1.4% in 2024
Growth Opportunity: Fiscal Support to Benefit Infrastructure, Transportation; Green Energy and Mining Exports to Remain Robust amid Decarbonization Focus
List of Countries and Territories, 2024