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November 4, 2021updated 11 Apr 2022 3:10pm

Revealed: the vehicle manufacturing companies best positioned to weather future industry disruption

Tesla leads in a China-heavy top ten based on extensive research by GlobalData.

By Emil Filipov

Tesla is the automotive company best positioned to take advantage of future vehicle manufacturing disruption in the sector, according to GlobalData analysts.

The USA-based company comes top of the list in a ranking of overall leadership in the themes that matter most among vehicle manufacturing companies.

These themes, which can be defined as any issues that keep CEOs awake at night, describe technological, macroeconomic and industry-specific challenges that companies are currently facing, as well as the opportunities they create. GlobalData’s Thematic Research ecosystem identifies and tracks these challenges, and how they create the long-term winners and losers of the mining industry.

Tesla scored highly in several themes, particularly when it comes to Batteries, Electric Vehicles, Internet of Things, China Impact and Overcapacity, where it received top marks of five out of five.

Tesla received scores of four for Autonomous Vehicles and Transport as a service, three for India Impact and ESG and two for Geopolitics performances.

These scores represent GlobalData analysts’ assessments of the competitiveness of each company regarding a particular theme. They are then weighted based on their importance and used to create the final industry ranking.

Tesla is followed in our ranking by BYD, Geely and Toyota.

The interactive graphic below allows you to compare company ratings across the 10 themes in question. The higher up a company is on the list, the better positioned it is to weather disruption in the future, while the companies at the bottom are more vulnerable to disruptive threats.

Click on any of the companies to compare them across all the themes in our analysis.

Our analysis reveals that companies from China are some of the best-prepared players in the vehicle manufacturing game. Companies from Japan and USA also performed well.

These scores are based on overall technology, macroeconomic and sector-specific leadership in 10 of the key themes that matter most to the mining industry and are generated by GlobalData analysts' assessments.

This article is based on GlobalData research figures as of 11 April, 2022. For more up to date figures, check the GlobalData website.

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