中东北非汽车工业市场前景及投资研究报告-培训课件外文版2024.5比亚迪特斯拉吉利小米SU7

INDUSTRIES

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MARKETSAutomotiveindustryintheMiddleEastandNorthAfricaCHAPTER

01GlobaloverviewGlobalsalesofpassengercarsin2021and2022,byregion(inmillionunits)Globalpassengercarsalesbyregion2021-2022Salesinmillionunits20221520210510202530354037.5Asia/Oceania/MiddleEastthereinChinathereinJapanthereinIndiaEurope34.5723.5621.523.453.683.793.0812.6414.022.652.62thereinGermanyAmericas6.557.023.6thereinNorthAmericathereinU.S.4.192.863.350.790.83Africa3Description:Chinaistheworld'slargestautomotivemarket:Chinesemotoristspurchasedaround23.56millionpassengercarsin2022.Indiawasthesecond-largestmarketforpassengercarsinAsia.

ReadmoreNote(s):Worldwide;2021to2022Source(s):OICANumberofcarssoldworldwidefrom2010to2022,witha2023forecast(inmillionunits)Annualcarsalesworldwide2010-2022,withaforecastfor20238074.971.170.867.270605040302010066.763.82010-2019*20192020202120222023**4Description:Worldwidecarsalesgrewtoaround67.2millionautomobilesin2022,upfromaround66.7millionunitsin2021.Throughout2020and2021,thesectorexperiencedadownwardtrendonthebackofaslowingglobaleconomy,whileCOVID-19andtheRussianwaronUkrainecontributedtoshortagesintheautomotivesemiconductorindustryandfurthersupplychaindisruptionsin2022.Despitethesechallenges,salesareforecasttokeeprisingin2023.

ReadmoreNote(s):Worldwide;2010through2022;*Annualaverages**Thisvalueisaforecast.Thevaluesfor2010through2019weretakenfromapreviousedition.ThevaluesincludelighttrucksalesinNorthAmericaand,beginningin2005,crossover[...]

ReadmoreSource(s):Bloomberg;Scotiabank;Ward'sWorldwidemotorvehicleproductiongrowthyear-on-yearbetween2015and2021Worldwidemotorvehicleproductiongrowth2015-202110%4.7%5%0%3.1%2.4%-1.1%-5%-5.2%-10%-15%-20%-15.8%2015-20162016-20172017-20182018-20192019-20202020-20215Description:Globalmotorvehicleproductionincreasedbyaboutthreepercentbetween2021and2020,showingsignsofrecoveryaftertheCOVID-19pandemicseverelydisruptedtheautomotiveindustry.Nevertheless,globalmotorvehicleproductionoutputwasstillwaybelowpre-pandemiclevelsin2021.Whileabout92millionmotorvehiclesweremanufacturedworldwidein2019,onlysome80millionwereproducedin2021.ReadmoreNote(s):Worldwide;2015to2021Source(s):OICACHAPTER

02ProductionVolumeofautomotiveproductionintheMiddleEastandAfricain2022,byselectedcountry(in1,000units)AutomotiveproductionvolumeMiddleEastandAfrica2022,bycountryProductionvolumeinthousandunitsTurkeyIran*1,352.651,064.22SouthAfricaMorocco*555.89464.86Algeria*

2.777Description:Asof2022,theleadingautomotiveproducerintheMiddleEasternandAfricanregionwasTurkey,withmorethan1.35millionunits.Incomparison,Algeriaproducedapproximately2.8thousandvehiclesthatyear.ReadmoreNote(s):Africa,MENA;2022;*Estimatedvalues.Figureshavebeenrounded.ReadmoreSource(s):OICAVolumeoflightcommercialvehicleproductionintheMiddleEastandAfricain2022,byselectedcountry(in1,000units)LightcommercialvehicleproductionMiddleEastandAfrica2022,bycountryProductionvolumeinthousandunitsTurkey483.51SouthAfricaMorocco*Iran215.4760.1253.3Algeria

0.748Description:Asof2022,theleadinglightcommercialvehicleproducerintheMiddleEasternandAfricanregionwasTurkey,withover483thousandunits.Incomparison,Algeriaproducedapproximately740lightcommercialvehiclesthatyear.

ReadmoreNote(s):Africa,MENA;2022;*Estimatedvalues.Figureshavebeenrounded.ReadmoreSource(s):OICAVolumeofpassengercarproductionintheMiddleEastandAfricain2022,byselectedcountry(in1,000units)PassengercarproductionvolumeMiddleEastandAfrica2022,bycountryProductionvolumeinthousandunitsIranTurkey997.52810.89Morocco*SouthAfrica404.74309.42Algeria*

2.039Description:Asof2022,theleadingpassengercarproducerintheMiddleEasternandAfricanregionwasIran,withover997thousandunits.Incontrast,Algeriaproducedapproximatelytwothousandpassengercarsthatyear.

ReadmoreNote(s):Africa,MENA;2022;*Estimatedvalues.Figureshavebeenrounded.ReadmoreSource(s):OICAVolumeofheavytruckproductionintheMiddleEastandAfricain2022,byselectedcountry(in1,000units)HeavytruckproductionvolumeMiddleEastandAfrica2022,bycountryProductionvolumeinthousandunitsTurkeySouthAfricaIran46.5730.2512.5410Description:Asof2022,theleadingproducerofheavytrucksintheMiddleEasternandAfricanregionwasTurkey,withover46.5thousandunits.Incomparison,Iranproducedapproximately12.5thousandheavytrucksthatyear.

ReadmoreNote(s):Africa,MENA;2022Source(s):OICAVolumeofbusandcoachproductionintheMiddleEastandAfricain2022,byselectedcountry(in1,000units)BusandcoachproductionvolumeMiddleEastandAfrica2022,bycountryProductionvolumeinthousandunitsTurkeyIran11.680.86SouthAfrica0.7511Description:Asof2022,thelargestbusandcoachproducerintheMiddleEasternandAfricanregionwasTurkey,withmorethan11.6thousandunitsproduced.Incomparison,SouthAfricamanufacturedapproximately750busesandcoachesthatyear.

ReadmoreNote(s):Africa,MENA;2022Source(s):OICACHAPTER

03SalesNumberofnewpassengercarssoldorregisteredintheMiddleEastregionin2022,byselectedcountryPassengercarsalesvolumeMiddleEast2022,bycountryVolumeofpassengercarssoldorregistered200,000

300,0000100,000400,000500,000600,000SaudiArabiaIsrael519,485257,743UnitedArabEmiratesMorocco171,414143,265Egypt133,857Kuwait93,46513Description:In2022,thenumberofnewpassengercarssoldorregisteredinSaudiArabiaamountedtoabout519.5thousand.Incomparison,approximately93.5thousandnewpassengercarsweresoldorregisteredinKuwaitthatyear.

ReadmoreNote(s):2022Source(s):OICANumberofcommercialvehiclessoldintheMiddleEastregionin2022,byselectedcountryCommercialvehiclesalesvolumeMiddleEast2022,bycountryVolumeofcommercialvehiclessold40,000

50,000

60,000010,00020,00030,00070,00080,00090,000100,00097,006110,000SaudiArabiaEgypt41,268UnitedArabEmiratesIsrael36,12530,293Morocco18,14416,653Kuwait14Description:In2022,thenumberofcommercialvehiclessoldintheKingdomofSaudiArabiaamountedtoapproximately97thousand.Incomparison,about16.6thousandcommercialvehiclesweresoldinKuwaitthatyear.

ReadmoreNote(s):MENA;2022Source(s):OICANumberofnewvehiclessoldorregisteredintheGulfCooperationCouncilregionin2022,byselectedcountry(in1,000units)VehiclessoldintheGCC2022,bycountry700616.49600500400300207.54200110.12Kuwait1000SaudiArabiaUnitedArabEmirates15Description:In2022,thehighestnumberofnewvehiclessoldorregisteredintheGulfCooperationCouncilcountrieswasinSaudiArabia,withabout616.5thousandvehicles.TheUnitedArabEmiratesfollowedwithapproximately207.5thousandnewvehiclesthatyear.ReadmoreNote(s):MENA;2022Source(s):OICAPassengercarsalesinUnitedArabEmiratesfrom2011to2021withforecaststo2026(in1,000s)PassengercarsalesUAE2011-2026550500522463450403400384400350300250200150100357341334310284240231233225209154201120122013201420152016201720182019202020212022*2023*2024*2025*2026*16Description:ForecastsshowthatpassengercarsalesintheUnitedArabEmirates(UAE)wereexpectedtosurpass520thousandunitsby2026.Around209thousandpassengercarsweresoldacrossthecountryin2021,whichwasanincreasecomparedto154thousandunitsinthepreviousyear.ReadmoreNote(s):UnitedArabEmirates;2011-2021;*ForecastedReadmoreSource(s):CSalesvolumeofnewmotorvehiclesinSaudiArabiafrom2005to2022(in1,000units)SalesvolumeofnewmotorvehicleSaudiArabia2005-2022900800700828.2

830.1740705655.5616.496005906005004003002001000562.9556.1

554.4556.56540533.9520500.6452.54403.86200520062007200820092010201120122013201420152016

2017*

2018*

201920202021202217Description:In2022,almost616.5thousandpassengercarsandcommercialvehiclesweresoldtocustomersinSaudiArabia.Thatmarkedanincreasecomparedtothepreviousyear,inwhich556.6thousandpassengercarsandcommercialvehiclesweresoldintheKingdom.ReadmoreNote(s):MENA;2005to2022;*Thefiguresfor2017areestimates.

Thefigureshavebeenrounded.ReadmoreSource(s):OICACHAPTER

04BrandfocusMarketshareofnewcarsalesinSaudiArabiain2021,byselectbrandMarketshareofnewcarsalesinSaudiArabia2021,byselectbrand30%25%20%15%10%5%28.4%16.6%0%ToyotaHyundai19Description:In2021,thesaleofnewcarsinSaudiArabiawasledbyToyotawithashareof28.4percentofthetotalsales,followedbyHyundaiat16.6percent.Thebest-sellingcarmodelduringthatyearwasToyotaCamryforthefirsttimesince2018.

ReadmoreNote(s):SaudiArabia,MENA;2021Source(s):BestSellingCarsMarketshareofpassengercarsinUnitedArabEmiratesin2021,bybrandMarketshareofpassengercarsUAE2021,bybrandDaimler2.7%Volkwagen2.7%Suzuki3%BMW4.2%GeneralMotors4.0%Hyundai6.8%Toyota30.9%Mitsubishi12.4%Others14%Renault/Nissan18.6%20Description:In2021,ToyotawasleadingthemarketofpassengercarsintheUnitedArabEmirates(UAE)withamarketshareofabout31percent.ThemostcommoncarbodytypeduringthatyearwastheSUV.

ReadmoreNote(s):UnitedArabEmirates;2021Source(s):CMarketshareofleadingcarsinQatarin2021,byselectbrandMarketshareofleadingcarbrandsinQatar2021,byselectbrandShareofnewcarsales0%5%10%15%20%25%30%35%ToyotaNissan31.6%11.9%21Description:In2021,thebest-sellingcarbrandinQatarwasToyotawithabout31.6percentshareofnewcarsales.ItwasfollowedbyNissanwithamarketshareof11.9percent.

ReadmoreNote(s):Qatar,MENA;2021Source(s):BestSellingCarsMarketshareofleadingcarbrandsinOmanin2022,byselectedbrandMarketshareofleadingcarbrandsOman2022,byselectedbrandShareofnewcarsales0%5%10%15%20%25%30%35%40%45%50%ToyotaNissanMG47%11.4%8%Hyundai5.5%22Description:In2022,thesaleofnewcarsinOmanwasledbyToyotawitha47percentshareofthetotalsales,followedbyNissanwith11.4percent.Incomparison,Hyundaihada5.5percentmarketsharethatyear.

ReadmoreNote(s):Oman,MENA;2022Source(s):BestSellingCarsMarketshareofleadingcarsalesinBahrainin2022,byselectedbrandsMarketshareofbestsellingcarsBahrain2022,byselectedbrands35%32.2%30%25%20%15%10%5%11.2%0%ToyotaNissan23Description:In2022,thebest-sellingcarbrandinBahrainwasToyotawithabout32.2percentmarketshareofnewcarsales.Incomparison,Nissanfollowedwithamarketshareof11.2percentthatyear.

ReadmoreNote(s):Bahrain,MENA;2022Source(s):BestSellingCarsDistributionoflightvehicle'smarketshareinEgyptin2022,byselectedbrandsDistributionoflightvehicle'smarketshareEgypt2022,byselectedbrands16%13.8%14%12%10%8%11.6%10.8%6%4%2%0%ChevroletSuzukiChery24Description:In2022,ChevroletwastheleadingbrandinnewlightvehiclesalesinEgypt,accountingfor13.8percentofthetotal.Incomparison,Chery'smarketshareofnewlightvehiclesalesinthecountrywas10.8percentthatyear.

ReadmoreNote(s):Egypt,MENA;2022Source(s):BestSellingCarsCHAPTER

05ElectricvehiclesinUAERevenueofelectricvehiclesalesintheUnitedArabEmiratesfrom2017to2028(inmillionU.S.dollars)RevenueofelectricvehiclessoldUAE2016-2028400350300250200150370.6342.4316.5292.4270.3249.9245.6179.5123.810050025.918.914.613.2201620172018201920202021202220232024202520262027202826/statistics/1423723/uae-reevnue-of-ev-salesTherevenuefromelectricvehiclesalesintheUnitedArabemirateswasforecastedtocontinuouslyincreasebetween2023and2028,reachingabout370millionU.S.dollarsby2028.TeslahadthelargestshareofelectricvehiclesalesinUAEin2022.

ReadmoreNote(s):UnitedArabEmirates;2016to2028Source(s):MarketInsightsVolumeofelectricvehiclesalesintheUnitedArabEmiratesfrom2017to2028(in1,000s)NumberofelectricvehiclessoldUAE2016-202876543216.626.125.655.224.834.464.383.192.210.460.320.260.230201620172018201920202021202220232024202520262027202827Description:ThenumberofelectricvehicleunitssoldintheUnitedArabemirateswasforecastedtocontinuouslyincreasebetween2023and2028,reachingabout6.62thousandby2028.Teslahadthelargestshareofelectricvehiclesalesi