Roland Berger – Automotive Outlook 2040

Roland Berger's "Automotive Outlook 2040" analyzes the transformative trends reshaping the global automotive industry over the next 15 years. The report identifies four key megatrends—Polarization, Automation, Connectivity, and Electrification (PACE)—that will drive industry evolution. It highlights the shift from globalization to regionalization, the rise of autonomous and connected vehicles, and the increasing dominance of electric vehicles, projected to constitute 70% of new car sales by 2040. The study also examines the implications of these trends for original equipment manufacturers (OEMs) and suppliers, emphasizing the need for strategic adaptation to remain competitive in a rapidly changing market.