拉丁美洲汽車市場：增長展望（2022 年）

拉丁美洲乘用車市場銷量 440 萬輛，2021 年增長 11.7%。儘管發生大流行的地緣政治動盪，拉丁美洲預計 2022 年將增長 7.6%。

本報告調查拉丁美洲汽車市場，並提供有關戰略要求、增長環境等方面的信息。

目錄

成長環境

• 拉丁美洲汽車行業的亮點（2021 年）
• 拉丁美洲汽車行業與大流行相關的挑戰
• 汽車：實際與預測（2021 年）
• 拉丁美洲的汽車銷量（過去 10 年）
• 區域快照
• 汽車的季度快照
• 拉丁美洲的主要轉型因素 (2022)
• 拉丁美洲主要汽車預測（2022 年）

影響汽車/聯網汽車行業的宏觀經濟因素

• 世界經濟亮點 5 大 (2021)
• 全球經濟預測 5 主要 (2022)
• 全球 GDP 增長率
• 情景分析（2022）-全球季度增長率
• 情景分析（2022）--先決條件
• 全球 GDP 增長率快照（2022 年）
• 發達國家-預測 (2022)
• 新興國家預測（2022 年）
• 世界預測的主要5-宏觀經濟政策與發展（2022）
• 增長機遇-三大機遇：按地區劃分（2022 年）
• 區域趨勢-風險和政策方向 (2022)

戰略要求

• 為什麼增長變得更加困難
• 戰略要務 8 (TM)
• 三大戰略要求對拉美汽車行業的影響
• 增長機會推動增長管道引擎 (TM)

增長機會分析

• 調查範圍
• 細分
• 拉丁美洲汽車銷量（過去 10 年）
• 區域快照
• 拉丁美洲汽車銷售：按國家/地區分類
• 拉丁美洲汽車的季度快照（COVID-19 的影響）
• 拉丁美洲汽車銷售：按國家/地區分類
• 滲透率：按細分

區域分析

• 季度
• 銷售預測
• 預測（2022 年）
  • 阿根廷
  • 巴西
  • 智利
  • 哥倫比亞
  • 厄瓜多爾
  • 墨西哥
  • 巴拉圭
  • 秘魯
  • 波多黎各
  • 烏拉圭

趨勢分析

• 拉丁美洲的主要轉型因素 (2022)
• 趨勢一：中國代工
• 趨勢二：區域貿易協定
• 趨勢 3：電動汽車趨勢
• 趨勢 4：ADAS 解決方案的趨勢
• 趨勢 5：連接服務的趨勢
• 趨勢六：趨勢多元化
• 趨勢七：新品牌

新的區域貿易協定

• USMCA 概述
• 太平洋聯盟展望
• 南方共同市場展望
• 案例研究-南方共同市場-歐盟協議

新的移動趨勢

• 拉丁美洲按需乘車服務
• 拉美汽車共享
• 拉丁美洲電動滑板車 分享
• 拉丁美洲自行車共享

增長機會宇宙

• 增長機會一：電動汽車零部件的本地化生產
• 增長機會 2：對 SUV 的興趣
• 增長機會 3：電動汽車報價

結論

• 主要發現和展望（2022 年）
• 展品清單
• 免責聲明

Despite the Pandemic-Induced Geopolitical Chaos in the Region, LATAM is Set to Grow at the Rate of 7.6% in 2022

With 4.4 million units sold, the LATAM passenger vehicle market grew by 11.7% in 2021. The Chilean market had the biggest growth in the region, selling 60.6% more units than in 2020, going from 258.8 million units to 415.6 million units in a year. The Brazilian market, the biggest in the region, still has not reached pre-pandemic numbers. Chinese OEMs are slowly gaining their own space in the regional market. In this research service, Frost & Sullivan analyzes the PV market outlook for 2022. The market is expected to grow 7.6%. Estimates show that Uruguay will be the strongest, with a projected growth of 22.9%, followed by Mexico with an estimated growth of 12.3% and Ecuador with 9.7%. Some trends analyzed in the study are the rise of Chinese OEMs in the LATAM market and Evs in the region.

Key Issues Addressed:

• What is the current status of the Latin American light vehicles market, and what is its forecast for 2022?

• How is the region recovering from the COVID-19 pandemic?

• Which are the key disruptive trends impacting the regional market?

• Which are the growth opportunities to be capitalized on?

• What is the status of Evs and Chinese OEMs in the LATAM market?

Table of Contents

Growth Environment

• LATAM Automotive Highlights, 2021
• Pandemic-Related Challenges for the LATAM Automotive Industry
• 2021 Automotive, Actuals vs. Forecast
• LATAM Automotive Sales in the Last Decade
• Regional Snapshot
• Automotive Quarterly Snapshot
• Key Transformative Factors in LATAM, 2022
• Top Automotive Predictions for LATAM, 2022

Macroeconomic Factors Impacting Automotive/Connected Car Industry

• Top 5 Global Economic Highlights of 2021
• Top 5 Global Economic Predictions for 2022
• Global GDP Growth
• 2022 Scenario Analysis-Quarterly Global Growth
• 2022 Scenario Analysis-Assumptions
• 2022 Global GDP Growth Snapshot
• Advanced Economies-Predictions for 2022
• Emerging Market Economies-Predictions for 2022
• Top 5 Global Predictions For 2022-Macroeconomic Policies and Developments
• 2022 Growth Opportunities-Top 3 Opportunities by Region
• 2022 Regional Trends-Risks and Policy Direction

The Strategic Imperative

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on LATAM Automotive
• Growth Opportunities Fuel the Growth Pipeline EngineTM

Growth Opportunity Analysis

• Research Scope
• Segmentation
• LATAM Automotive Sales in the Last Decade
• Regional Snapshot
• LATAM Automotive Sales by Country
• LATAM Automotive Quarterly Snapshot (Impact of COVID-19)
• LATAM Automotive Sales by Country
• Penetration Rate by Segment

Regional Analysis

• Argentina-Quarterly
• Argentina-Sales Forecast
• Argentina-2022 Predictions
• Brazil-Quarterly
• Brazil-Sales Forecast
• Brazil-2022 Predictions
• Chile-Quarterly
• Chile-Sales Forecast
• Chile-2022 Predictions
• Colombia-Quarterly
• Colombia-Sales Forecast
• Colombia-2022 Predictions
• Ecuador-Quarterly Sales Analysis
• Ecuador-Sales Forecast
• Ecuador-2022
• Mexico-Quarterly Sales Analysis
• Mexico-Sales Forecast
• Mexico-2022 Predictions
• Paraguay-Quarterly Sales Analysis
• Paraguay-Sales Forecast
• Paraguay-2022
• Peru-Quarterly
• Peru-Sales
• Peru-2022 Predictions
• Puerto Sales Analysis
• Puerto Forecast
• Puerto Rico-2022 Predictions
• Uruguay-Quarterly
• Uruguay-Sales
• Uruguay-2022 Predictions

Trend Analysis

• Key Transformative Factors in LATAM, 2022
• Trend 1-Chinese OEMs
• Trend 1-Chinese OEMs (continued)
• Trend 2-Regional Trade Agreements
• Trend of EVs
• Trend ADAS Solutions
• Trend of Connectivity Services
• Trend Diversification
• Trend 7-New Brands

New Regional Trade Treaties

• USMCA Overview
• Pacific Alliance Outlook
• MERCOSUR Outlook
• Case Study-MERCOSUR-EU Agreement

New Mobility Trends

• Ride On-demand Services in Latin America
• Car-sharing in Latin America
• Shared Electric Scooters in Latin America
• Bike-sharing in Latin America

Growth Opportunity Universe

• Growth Opportunity Local Production of EV Components
• Growth Opportunity 1-Local Production of EV Components (continued)
• Growth Opportunity SUV Interest
• Growth Opportunity SUV Interest (continued)
• Growth Opportunity in Electrified Vehicle Offers
• Growth Opportunity in Electrified Vehicle Offers (continued)

Conclusion

• Key Findings and Outlook for 2022
• List of Exhibits
• List of Exhibits (continued)
• List of Exhibits (continued)
• List of Exhibits (continued)
• Legal Disclaimer