OEMs & Tier 1 Suppliers
Global OEM share, tier-supplier margin, platform rationalisation, China-Europe-US dynamics.
MeridianConsensus
Decision-grade Market IntelligenceAny market · any geography
Industry coverage3 commissioned studies · $85.9B in aggregate coverage
Automotive & Mobility.
The combustion-to-electric transition is not a single event. We cover OEMs, tier suppliers, powertrains (ICE, EV, hybrid), autonomy stacks, and the aftermarket. Every study factors in battery-chemistry mix, policy credits, and the Chinese supply-chain position.
Our view
Thesis on Automotive.
The combustion-to-electric transition is not a single event. We cover OEMs, tier suppliers, powertrains (ICE, EV, hybrid), autonomy stacks, and the aftermarket. Every study factors in battery-chemistry mix, policy credits, and the Chinese supply-chain position.
Same methodology as every other Meridian verticalCommittee-reviewed before publication
What we research
Sub-sectors of Automotive.
Every sub-sector below is commissionable as a standalone 30-chapter study, or scoped bespoke for investment-committee and diligence use.
Electric Vehicles & Batteries
LFP vs NCM chemistry mix, IRA arbitrage, cathode capacity, battery-cycle economics.
Interactive · live
A working automotive dashboard.
Every commissioned automotive study ships as an interactive dashboard, size and trajectory, ranked share, regional cuts, segmentation. Hover every bar to see the underlying figure; every number is traceable to a named source.
Interactive dashboard · live
Light-vehicle manufacturing · specimen
Overview
2025 size · 2026–2036 forecast · committee-signed
$3.32T
2019$3.39T
2020$3.46T
2021$3.53T
2022$3.60T
2023$3.67T
2024$3.75T
2025$4.43T forecast
2030$5.42T forecast
2036Revenue trajectory (historical 2020 – Q1 2026 · forecast 2026–2036)
Strategic themes · this quarter
What is moving in Automotive.
The priorities our research committee is tracking across the sector this quarter. Sub-sectors describe structure; themes describe motion. Reports commissioned against these themes ship with the latest signal-read baked in.
LFP penetration in North America
IRA-compliant LFP supply-chain buildout; CATL licensing structures; cathode-capacity siting.
China EV export surge
2025–2030 Chinese OEM global share projection under tariff and brand-positioning constraints.
IRA 30D tax-credit arbitrage
Battery sourcing compliance, critical-minerals country-of-origin, and incentive retention under administration change.
In the library
Commissioned studies.
Representative engagement
A recent Automotive engagement.
Client identity is held under NDA; scope, methodology, and outcome are disclosed. Full engagement references available under mutual confidentiality.
Engagement
Electric Vehicle Battery
Corporate development · automotive OEM
10-yr
Forward horizon modelled
Scope
Supply-chain cartography across LFP and NCM chemistries: capacity maps, raw-material flows, and policy-cycle sensitivity to 2036.
Outcome
Informed the North American capacity-siting decision for the client and the IRA tax-credit arbitrage thesis presented to the investment committee.
Who uses this research
Role-tested in Automotive.
The four teams that most commonly commission automotive research. Each role below maps to a specific use-case the commissioned study is scoped against, from diligence to annual planning.
Corporate Development · OEM / Tier 1
Battery, software, and mobility-platform acquisition diligence with supply-chain exposure mapping.
Commission research
A automotivemarket we haven’t yet covered?
Same methodology, same committee review, same written support. If you can describe the sub-sector, we can commission the study, accessible instantly on demand. Any geography, any boundary.
Adjacent coverage
Related verticals.
Intel Watchlist · from $89/mo
Track automotive continuously — never miss a deal, exec move, or filing.
Senior Analyst Support ships an always-on intel feed: M&A 8-Ks, exec moves, regulatory dockets, and patent filings on automotive. Email + Slack delivery. Cancel any time.