AI investments roar ahead, customer trust takes pole position, and only the most agile players are overtaking disruption on the global track.
The global automotive industry isn’t just at a crossroads — it’s merging onto a high-speed expressway of change. KPMG’s 25th Annual Global Automotive Executive Survey (GAES) brings together the insights of 775 senior executives from across the automotive spectrum — OEMs, suppliers, dealerships, mobility, and financial services — to map how the sector is steering through turbulence.
And turbulence there is. Intensifying cost pressures, geopolitical potholes, supply chain hairpins, and consumer expectation speed bumps are reshaping the journey. But a small group of high-performing companies — the top 15% — have shifted gears, using disruption as a turbo boost rather than a roadblock.
🚗 Transformation: Smart Scale, Not Just Big Scale
36% of automotive executives say their companies are entering a deep transformation phase, redefining business models, products, and operations over the next three years. It’s no longer about sheer volume — the new differentiator is “smart scale,” blending agility with value-driven innovation.
🤖 Technology: AI Is in Top Gear — Readiness, Not So Much
While 86% of OEMs are pouring investments into AI, only 20% of executives feel ready to handle the disruption that follows. From digital control towers to software-defined vehicles, the tools are in place — but many companies are still looking for the instruction manual.
❤️ Trust: Customer Satisfaction Takes the Lead
Nearly half (48%) of leading companies believe customer satisfaction is critical to long-term profitability — compared to just 10% of others. These leaders are focusing on hyper-personalized, data-driven experiences that turn buyers into loyal co-pilots.
🌐 Tensions: Resilience Is the New Horsepower
When the supply chain gets bumpy, preparedness separates the contenders from the bystanders. A striking 94% of “very prepared” companies outperformed profit targets during disruptions — compared to just 45% of those less prepared.
🤝 Togetherness: Partnerships to Power the Future
77% of leaders are relying on ecosystems and alliances to thrive. Because in this new era, it takes more than a good engine; it takes a strong pit crew.
