2021 AN IMPOSSIBLE DIVORCE? - CARS: Consors Finanz

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2021 AN IMPOSSIBLE DIVORCE? - CARS: Consors Finanz
CARS:
                             2021
AN IMPOSSIBLE
DIVORCE?

 An international survey
 conducted in 15 countries
CARS: AN IMPOSSIBLE DIVORCE?

                                EDITORIAL
                                Meaning in the crisis: The coronavirus
                                and the mobility transition

Not so long ago, ownership of an automobile was
a matter of prestige and passion. Today, however,
for many parts of the population, the car has lost
its relevance as a status symbol: the use of a car is
becoming more important than its ownership.

The mobility transition: What does the general
consumer awareness look like?

In this year’s study results, Consors Finanz demon-
strates that even during the COVID-19 crisis, the
consumers’ awareness for social change and thus
also for a global mobility transition has continued       Nevertheless, it is too early to speak of a breakthrough
to grow. Intensive discussions about the reallocation     in the market. One reason for this is the lack of avail-
of public space, more environmentally compatible          able purchasing power: environmentally friendly cars
mobility solutions and the interconnection of differ-     are currently too expensive for many people to buy.
ent forms of mobility have already begun.                 Government support would be very welcome here.

Yet, for almost half of the respondents, there is         Our survey will put you in the picture as to where con-
currently still no genuine alternative to private car     sumers stand in their relationship to the automobile,
ownership. Moreover, in times of great uncertainty, it    the importance of electro mobility and environmental
provides many respondents with a sense of security.       protection, which financial obstacles respondents are
                                                          facing, and what their expectations of policy makers
Electro mobility: The winner in the crisis                look like.

During the coronavirus crisis in particular, consumers    I hope you will enjoy reading and gain many interes-
have become increasingly aware of environmentally         ting insights from our survey.
friendly types of mobility. Electric cars and hybrid
vehicles emerge as the winners in the crisis in this      Gerd Hornbergs
sector.                                                   CEO Consors Finanz

                                                                                                                     03
CARS: AN IMPOSSIBLE DIVORCE?

     PARTNERS &                                                                                                      TABLE OF CONTENTS
     METHODOLOGY
                                                                                                                     THE AUTOMOTIVE INDUSTRY:                         THE REINVENTION OF A UNION                       53
                                                                                                                     IN THE EYE OF EVERY STORM                   07   Complementarity is the watchword                  54
                                                                                                                     A sector rendered economically vulnerable   08   A shift towards used cars                         60
                                                                                                                     Government support is deemed insufficient   16   Buying differently                                62
     All economic and marketing analyses, as well as forecasts, were performed in conjunction with the survey
     and consulting firm C-Ways, a specialist in Anticipation Marketing.                                             Sustained environmental pressure            20   Welcome government support                        66
     Quantitative consumer interviews were conducted by Harris Interactive on 2-11 September 2020 in 15 countries:   An image tinged with caution                24   A more virtuous future                            70
     South Africa, Germany, Belgium, Brazil, China, Spain, United States, France, Italy, Japan, Netherlands,
     Poland, Portugal, United Kingdom and Turkey. In total, 10,000 individuals were interviewed online (CAWI
     method). These individuals, aged 18 to 65, were drawn from national samples representative of each
     country. The quota method was employed to ensure that the sample was representative (gender and age).
     3,000 interviews were conducted in France and 500 in each of the other countries.                                                                                EPILOGUE                                         78
                                                                                                                     A RELATIONSHIP                                   COUNTRIES OF L’OBSERVATOIRE CETELEM 79
                                                                                                                     WE CANNOT LIVE WITHOUT                      35
                                                                                                                                                                      APPENDIX                                         95
                                                                                                                     Essential, especially for the day to day    36
     Co-written by: Luc Charbonnier and C-Ways
     Editorial coordination: Patricia Bosc                                                                           An economic sector with great clout         44
     Design: © Altavia Cosmic
     Illustrations: Altavia Cosmic, Shutterstock                                                                     A place of refuge                           48

04                                                                                                                                                                                                                           05
CARS: AN IMPOSSIBLE DIVORCE?

THE AUTOMOTIVE INDUSTRY:
IN THE EYE OF EVERY STORM
Having long been the symbol of economic development, social
progress and success in general, cars have gradually become
something of a black sheep. As black as the emissions they
are accused of scattering around our cities, at a time when
development cannot be other than sustainable and eco-friendly.
And as if that were not enough, 2020 arrived. An equally black
year that saw the market collapse. A year that highlighted the
turbulence that buffets the automotive industry from all sides
and which has now rocked it to its foundations.

                                                                                07
CARS: AN IMPOSSIBLE DIVORCE?

     A SECTOR RENDERED
                                                                                                                       Fig. 1 / Context
                                                                                                                     Comparison of car sales in 2019 and 2020
                                                                                                                     Sources: OICA (up until August 2020) / ACEA and national federations (September 2020). 2020 forecasts: C-Ways.
                                                                                                                     (*) Passenger and light commercial vehicle sales over the first 9 months of the year.

     ECONOMICALLY                                                                                                     South Africa
                                                                                                                                                                9-month sales 2019 (*)
                                                                                                                                                                9-month sales 2020 (*)

                                                                                                                                                              377,931
                                                                                                                                                              249,093
                                                                                                                                                                                                             Difference

                                                                                                                                                                                                              -34%
                                                                                                                                                                                                                                       Sales 2019
                                                                                                                                                                                                                                       Forecasts 2020

                                                                                                                                                                                                                                      536,611
                                                                                                                                                                                                                                      358,654
                                                                                                                                                                                                                                                                             Difference
                                                                                                                                                                                                                                                                            vs. forecast

                                                                                                                                                                                                                                                                             -33%

     VULNERABLE
                                                                                                                      Germany
                                                                                                                                                                2,969,985                                     -25%                       4,017,059                           -22%
                                                                                                                                                                2,228,612                                                               3,133,306

                                                                                                                      Belgium
                                                                                                                                                              494,590                                         -24%                    644,041                                -23%
                                                                                                                                                              375,265                                                                 498,202

                                                                                                                      Brazil
                                                                                                                                                               1,940,170                                      -33%                      2,787,850                            -31%
                                                                                                                                                               1,301,659                                                               1,925,927

                                                                                                                      China
                                                                                                                                                                                 16,935,008                   -10%                                         25,768,677         -9%
                                                                                                                                                                                15,295,003                                                               23,449,496
     THE GLOBAL MARKET                                       Two countries went on to emerge from this                                                        1,131,801                                                               1,501,260
                                                                                                                      Spain                                                                                   -38%                                                           -36%
     HAS BEEN HUGELY AFFECTED BY COVID                       slump. China saw its market bounce back in April                                                 706,591                                                                 963,172
     In 2019, the automotive world had allowed itself        and gradually stabilise. Turkey also witnessed a         United States
                                                                                                                                                                            12,823,701                        -20%                                  17,480,004               -18%
                                                                                                                                                                          10,318,830                                                              14,333,603
     to be a little more upbeat. It was a relatively         spectacular increase in sales, due primarily to
                                                                                                                                                               1,997,567                                      -27%                      2,755,696                            -27%
     successful year and the next few months looked          the Turkish lira’s dramatic devaluation in 2019,         France
                                                                                                                                                               1,449,675                                                               2,000,000
     promising. But on 17 November 2019, everything          which had led to a spectacular contraction of the                                                 1,602,483                                                              2,131,916
                                                                                                                      Italy                                                                                   -33%                                                           -33%
     changed. In Wuhan, China, the SARS-Cov-2                market. If we look at the countries covered by this                                               1,071,183                                                              1,425,084

     coronavirus was discovered.                             Observatoire, Japan comes out “on top”, while Spain      Japan
                                                                                                                                                                 3,991,776                                    -18%                        5,195,216                          -16%
                                                                                                                                                                 3,271,879                                                               4,363,981
     A few weeks later, the upbeat mood was gone.            and the United Kingdom have seen the biggest
                                                                                                                      Netherlands
                                                                                                                                                              391,778                                         -25%                    538,742                                -23%
                                                             declines.                                                                                        295,415                                                                 416,199
     While the economic impact of the pandemic has                                                                    Poland
                                                                                                                                                              457,521                                         -27%                    656,265                                -25%
                                                                                                                                                              335,343                                                                 489,944
     been all enveloping, profoundly affecting all           The pandemic is affecting not only sales, but also
                                                                                                                                                              200,179                                                                 271,817
     economic sectors with very few exceptions, the          production. Assembly line stoppages, varying             Portugal
                                                                                                                                                              124,281
                                                                                                                                                                                                              -38%
                                                                                                                                                                                                                                      184,836
                                                                                                                                                                                                                                                                             -32%
     automotive industry was one of the first to be          proportions of personnel off sick with the virus...      United                                   2,148,887                                                                2,676,918
                                                                                                                                                                                                              -32%                                                           -30%
     severely impacted. As early as February, sales in       the consequences for the industrial base have been       Kingdom                                  1,451,736                                                               1,872,730
     China were wiped out almost entirely. The spread        severe, with sharp falls in output in some countries,    Turkey
                                                                                                                                                              281,309                                          75%                    491,909                                40%
                                                                                                                                                              493,621                                                                 688,673
     of the virus soon triggered a similar collapse across   Germany and Spain in particular. This has had a
                                                                                                                      Europe
                                                                                                                                                                          11,394,791                          -29%                                 15,193,714                -28%
     the world.                                              direct impact on employment.                                                                              8,038,101                                                                10,983,472

                                                                                                                      15-country
                                                                                                                                                                                       47,744,686             -18%                                             67,453,981    -17%
                                                                                                                                                                                38,968,186                                                            56,103,807

08                                                                                                                                                                                                                                                                                         09
CARS: AN IMPOSSIBLE DIVORCE?

                                                        Fig.
                                                         Fig.22//Context
                                                                  Context
     CHINA: THE SHIP IS DAMAGED
                                                       Automotive jobs affected by the COVID-19 crisis in each European country
     BUT STILL AFLOAT                                  (April 2020
                                                              2020 statistics)
                                                                   statistics)
                                                       (April
     As the first country affected by COVID-19,        Source : ACEA
                                                       Source: ACEA.
     China was also the first to see its automotive
     market suffer the consequences. Sales fell 20%                                                                   Sweden
     in January and plummeted by 81% in February.                                                                67,000
     They then stabilised and started to bounce
     back in April. China was also the first country
     to bring the pandemic under control, with
                                                                  Germany   568,518                                                                                     4,500 Finland

     monthly sales growth subsequently fluctuating
     between -3% and +9% compared with 2019                       Netherlands 13,500
     (source: CAAM).

     THE CRISIS THREATENS                                         Belgium 30,000
     A HUGE NUMBER OF JOBS                                                                                                                                         17,284 Poland
     In April 2020, at least 1.1 million people
     worked in the automotive sector in Europe.                                                                                                             45,000 Czech republic
     This figure is non-exhaustive and only includes
     individuals directly employed by car, truck,                 United Kingdom 65,455
                                                                                                                                                                 20,000 Slovakia
     van and bus manufacturers. The impact on the
     wider automotive supply chain has been even
     more acute.                                                                                                                                                 20,000 Romania
                                                                  France 90,000

                                                                                                                                                                 30,000 Hungary
                                                                  Portugal 20,000

     1.1
                                       MILLION
                                                                                                                                                                   14,307 Austria

                                       JOBS
                                                                  Spain 60,000                               Italy                                                        700 Croatia
                                                                                                       69,382
                                       AFFECTED                                                                                       Slovenia
                                                                                                                                      2,890
                                       IN EUROPE                                                                                                                TOTAL

                                                           fewer than 10,000     10,000-19,000   20,000-30,000       31,000-100,000     more than 100,000
                                                                                                                                                                1,138,536
10                                                                                                                                                                                        11
Fig. 4
                                                                                                                                                                                                                                                      Fig. 5                                              CARS: AN IMPOSSIBLE DIVORCE?
                                                                                        Do you plan to buy a car in the next 12 months?
                                                                                        Select one answer only. Proportion of “Yes” answers.                                                                                                      Has your intention to buy a car been prompted by the COVID-19 cri
                                                                                        Source: L’Observatoire Cetelem de l’Automobile.
                                                                                                                                                                                                                                                  Select one answer only. Proportion of “Yes” answers. Answers of responden
         Fig. 3
              1                                                                            Fig. 4                                                                                                                                                 in the next 12 months.
                                                                                                                                                                THE RELATIVE IMPACT                                                               Source: L’Observatoire Cetelem de l’Automobile.
     Do you plan to buy a car in the next 12 months?                                    Do you plan to buy a car in the next 12 months?                         OF THE HEALTH CRISIS                                                                                                Yes, absolutely          Yes, somewhat      Yes
     Select one answer
                answer only.
                       only. Proportion
                             Proportion of
                                        of “Yes”
                                            “Yes” answers.
                                                  answers.                              Select one answer only. Proportion of “Yes” answers.
     Source: L’Observatoire Cetelem
                            Cetelem de
                                    de l’Automobile.
                                        l’Automobile.                                   Source: L’Observatoire Cetelem de l’Automobile.
                                                                                                                                                                The pandemic has had a real yet moderate impact
                                                                                                                                                                                                                                                                                EUROPEAN
                                                                                                                                                                                                                                                                                                    16%     15-COUNTRY
                                                                                                                                                                                                                                                                                                                          21%
                                                                                                                                                                on these purchasing intentions. This is borne out by                                                             AVERAGE 21%                   AVERAGE 23%
                                                                                                                                                                                                                                                                                                    37%                   44%
                                                                                                                        Europe            15-country            the responses of just over a third of those surveyed.
                                        2019             2020                                    Low income                               19%                   However, there are significant disparities between,                                                                           18%
                                                                                                    average                                 23%                                                                                                    South Africa                               17%
                                                                                                                                                                on the one hand, China, the United States, Turkey                                                                                          35%
                                    EUROPEAN 34%                 15-COUNTRY 41%              Middle income                                     26%
                                     AVERAGE 27%                    AVERAGE 32%
                                                                                                   average                                       30%            and the United Kingdom, where more than 1 in 2                                                                                19%
                                                                                                                                                                                                                                                   Germany                                  15%
                                                                                                High income                                            39%
                                                                                                                                                                respondents state that they have been influenced by                                                                                        34%
                                                                                62%                                                                                                                                                                                                  5%
      South Africa
                                                                    42%
                                                                                                    average                                               44%   COVID-19, and, on the other, Portugal and Belgium,
                                                                                                                                                                                                                                                   Belgium                            9%
                                                                                                                                                                where the figure is 1 in 5, at the very most (Fig. 5).                                                                  14%
                                                              34%
      Germany
                                                        23%                             PURCHASING INTENTIONS                                                                                                                                      Brazil
                                                                                                                                                                                                                                                                                                    23%
                                                                                                                                                                                                                                                                                                    24%
      Belgium
                                                        24%                             HAVE SUFFERED                                                                                                                                                                                                              47%
                                               15%                                                                                                                 Fig. 5                                                                                                                    16%
                                                                                        Production output and sales both fell in 2020, while                                                                                                       China                                                         45%
      Brazil
                                                                                  68%   purchasing intentions for the next 12 months do                         Has your
                                                                                                                                                                  Fig. 5 intention to buy a car been prompted by the COVID-19 crisis?                                                                                     61%
                                                                          51%                                                                                   Select one answer only. Proportion of “Yes” answers. Answers of respondents who are planning         14% to buy a car
                                                                                        not inspire great optimism. It should be stressed                       Has
                                                                    43%                                                                                         in theyour nextintention
                                                                                                                                                                                  12 months.      to buy a car been prompted by the COVID-19 Spain   crisis?                  33%
      China
                                                                    43%                 from the outset that the survey was carried out in                      Select     one answer
                                                                                                                                                                Source: L’Observatoire Cetelemonly.    Proportion of “Yes” answers. Answers of respondents who are planning to buy a47%
                                                                                                                                                                                               de l’Automobile.                                                                      car
                                                                                                                                                                in the next 12 months.                                                                                         35%
                                                                      46%               September, before the second wave of the pandemic,                      Source: L’Observatoire Cetelem de l’Automobile.
                                                                                                                                                                                                                                                   United States                                    23%
      Spain                                                                                                                                                                                                                                                                                                              58%
                                                              33%                       which has affected all participating countries.                                                           Yes, absolutely        Yes, somewhat      Yes
                                                                                                                                                                                                                                                                                              17%
      United States
                                                                        48%             But even at this juncture it pointed to purchasing                                                                                                         France                                      20%
                                                                 37%                                                                                                                                              16%                 21%                                                                   37%
                                                                                        intentions that had contracted significantly                                                          EUROPEAN                  15-COUNTRY
                                                                36%                                                                                                                            AVERAGE 21%                 AVERAGE 23%                                                    12%
      France                                                                                                                                                                                                      37%                 44%          Italy                                            23%
                                                         26%                            compared with 2019. Whereas 41% of those surveyed
                                                                                                                                                                                                                                                                                                           35%
                                                                         54%            a year ago were planning to buy a vehicle in the                                                                    18%                                                                                     23%
      Italy                                                                                                                                                      South Africa                               17%
                                                                      46%               next 12 months, only 32% (27% of Europeans) now
                                                                                                                                                                                                                                                   Japan                                            22%
                                                                                                                                                                                                                        35%                                                                                      45%
      Japan
                                                    26%                                 intend to do so (Fig. 3). The emerging economies, as                                                                19%                                                                          10%
                                                 18%                                                                                                             Germany                                  15%                                      Netherlands                                        28%
                                                                                        well as China, Italy and the United States, offset this                                                                         34%                                                                                  38%
                                                           31%
      Netherlands
                                                 18%                                    negative trend somewhat with their greater keenness                                                        5%                                                                                          19%
                                                                                                                                                                 Belgium                            9%                                             Poland                                       21%
                                                                      44%               to make a purchase. Nonetheless, with the exception                                                           14%                                                                                                     40%
      Poland                                                                                                                                                                                                      23%
                                                           31%                          of China, which, as we have highlighted, was the first                                                                                                                                         8%
                                                                                                                                                                 Brazil                                           24%                              Portugal                             12%
      Portugal
                                                                35%                     to experience something of a recovery, purchasing                                                                                      47%                                                         20%
                                                        23%                                                                                                                                                16%                                                                                             34%
                                                                                        intentions are down significantly across the board.                      China                                                        45%                  U. Kingdom                                       21%
                                                            35%                                                                                                                                                                       61%
      U. Kingdom
                                                         27%                            A breakdown based on income points to the fact that                                                                                                                                                                            55%
                                                                                                                                                                                                          14%                                                                                              35%
                                                                           57%
                                                                                        wealthier households are more likely than average                        Spain                                                  33%                        Turkey                                       20%
      Turkey                                                                                                                                                                                                                   47%                                                                                     55%
                                                                        50%             to want to buy a new vehicle (Fig. 4).
                                                                                                                                                                                                                        35%
                                                                                                                                                                 United States                                    23%
                                                                                                                                                                                                                                     58%
12                                                                                                                                                                                                                                                                                                                                    13
                                                                                                                                                                                                            17%
                                                                                                                                                                 France                                      20%
                                                                                                                                                                                                                         37%
CARS: AN IMPOSSIBLE DIVORCE?

                                                                  Fig. 7                                                                             Fig. 6
     SPENDING BUDGETS
     HAVE BEEN DOWNSIZED                                      Do you think that the health crisis and its                                         Do you think that the health crisis and its economic consequences will have an impact on how much
     Similarly, the impact of the virus on the budget         economic
                                                                 Fig. 7   consequences will have an impact on                                     you spend
                                                                                                                                                  on how    on your
                                                                                                                                                          much       next car?
                                                                                                                                                                you spend  on your next car?
                                                              how much you spend on your next car?                                                Select one answer only. Proportion who answered “Yes, it will have an impact”. Answers of respondents
     consumers plan to set aside for a future vehicle         Do you think that the health crisis and its economic consequences                   Answers  of respondents
                                                                                                                                                  who are planning  to buy who
                                                                                                                                                                           a carare planning
                                                                                                                                                                                 in the      to months.
                                                                                                                                                                                        next 12 buy a car in the next 12 months.
                                                              Select one answer only. Proportion who answered “Yes,
     purchase highlights two contrasting groups of            will  have an impact on how much you spend on your next car?
                                                              it will have an impact”. Answers of respondents who are                             Source: L’Observatoire Cetelem de l’Automobile.
                                                              Select one answer only. Proportion who answered “Yes, it will have an impact”.
     countries, but overall there are as many motorists       planning to buy a car in the next 12 months.
                                                              Answers       of respondents who are planning to buy a car in the next 12 months.
                                                              Source: L’Observatoire Cetelem de l’Automobile.
     who want to spend more as there are who want to          Source: L’Observatoire Cetelem de l’Automobile.

     spend less (35% in both cases) (Fig. 6). Those most                                                                                                                                                                                          EUROPEAN 25%   15-COUNTRY 35%
                                                                                               Europe           15-country                                                           Yes, I will spend more        Yes, I will spend less          AVERAGE 38%      AVERAGE 35%
     willing to part with their money are the emerging
                                                                                                                                                                                                                                     43%
     nations, but also the United States, the UK and                                            Yes, I will spend more                             South Africa
                                                                                                                                                                                                                                    42%
     Japan. Meanwhile, a significant proportion of                      Low income                                        31%                                                                                      28%
                                                                           average                                         33%                     Germany
     Turks intend to increase their budget (62%), in line                                                                                                                                                          28%
     with the mass spending that took place in 2019.                 Middle income                                  24%
                                                                                                                                                   Belgium
                                                                                                                                                                                                            21%
                                                                           average                                           32%                                                                                  27%
     Conversely, vehicle acquisition budgets have fallen
                                                                        High income                                 25%                                                                                                          40%
     most significantly in the Latin countries, with nearly                 average                                          32%                   Brazil
                                                                                                                                                                                                                               38%
     1 in 2 Italians planning to cut the amount they
                                                                                                Yes, I will spend less                             China
                                                                                                                                                                                                                        32%
     spend.                                                                                                                                                                                                                36%
                                                                        Low income                                                   43%                                                              16%
                                                                           average                                                 39%             Spain
                                                                                                                                                                                                                                    43%
     In almost every country, those on the lowest
                                                                     Middle income                                               38%                                                                                                    46%
     incomes state their intention to spend less (Fig. 7).                 average                                              36%                United States
                                                                                                                                                                                                                  27%
     It is worth noting that in three countries, virtually              High income
                                                                       Moyenne   des                                      30%
                                                                                                                                                   France
                                                                                                                                                                                                                24%
     equal numbers of respondents intend to increase                        average
                                                                      revenus  hauts                                      30%                                                                                           32%

                                                                         23
     and reduce their budget: Germany, South Africa                                                                                                                                                       19%
                                                                                                                                                   Italy
     and Brazil.                                                                                                                                                                                                                            47%

                                                                                                                                                   Japan
                                                                                                                                                                                                                              37%
                                                                                                                                                                                                    13%

                                                                                                IN
                                                                                                                                                   Netherlands
                                                                                                                                                                                                                      30%
                                                                                                                                                                                                                         34%

                                                                                                                                                   Poland
                                                                                                                                                                                                                  26%
                                                                                                                                                                                                                                40%
                                                                                                                                                                                                                      29%

                                                                          TO AFFECT THEIR VEHICLE BUDGET
                                                                                                                                                   Portugal
                                                                          PEOPLE EXPECT THE CRISIS                                                                                                                              40%
                                                                                                                                                                                                                               39%
                                                                                                                                                   U. Kingdom
                                                                                                                                                                                                                         33%

                                                                                                                                                   Turkey
                                                                                                                                                                                                                                                  62%
                                                                                                                                                                                                                      30%

14                                                                                                                                                                                                                                                                                           15
CARS: AN IMPOSSIBLE DIVORCE?
                                                                               Fig. 8

     GOVERNMENT SUPPORT
                                                                            Do you believe that government efforts to support the automotive industry and trade are...
                                                                               Fig. 8
                                                                            Source: L’Observatoire Cetelem de l’Automobile.
                                                                            Do you believe that government efforts to support the automotive industry and trade are...
                                                                            Select one answer only. Proportion who answered “Insufficient”.
                                                                            Source: L’Observatoire Cetelem de l’Automobile.

     IS DEEMED INSUFFICIENT                                                  South Africa
                                                                                                                               EUROPEAN
                                                                                                                                AVERAGE   61%         15-COUNTRY
                                                                                                                                                         AVERAGE   61%
                                                                                                                                                                     76%

                                                                             Germany                                                          49%

     In this unsteady economic climate, which has seen sales drop off,       Belgium                                                                 58%
     jobs cut and purchasing intentions fall, the finger is being pointed
                                                                             Brazil                                                                                        81%
     firmly in the direction of an actor that is deemed not to have done
     enough: the government.                                                 China                                                                    59%

                                                                             Spain                                                                                       78%

                                                                             United States                                              45%
     GOVERNMENTS ARE NOT
     PLAYING THEIR PART TO THE FULL                                          France                                                           50%

     6 out of 10 people believe that governments are
                                                                             Italy                                                                   58%
     not playing their part in supporting the automotive
     sector. And this opinion is almost unanimous, given                     Japan                                            34%
     that less than half of those surveyed agree with
     this statement in only three countries: Japan (34%),                    Netherlands                                                            56%

     the United States (45%) and Germany (49%) (Fig. 8).
                                                                             Poland                                                                                73%
     Interestingly, these are the three countries that are
     home to the world’s largest automakers.                                 Portugal                                                                              73%

     In the emerging countries and the Iberian Peninsula,                    U. Kingdom                                                             56%

     criticism regarding the lack of state intervention
                                                                             Turkey                                                                   60%
     to support the automotive sector is particularly
     fierce, as exemplified most starkly by the 8 out of 10
     Brazilians and Spaniards who express this view.

16                                                                                                                                                                                                      17
CARS: AN IMPOSSIBLE DIVORCE?

                                                                                                                                                     Fig.
                                                                                                                                                     Fig. 10
                                                                                                                                                          10
     VARYING AWARENESS                                                                     50% of those surveyed do not know if this is the
                                                                                                                                                  To
                                                                                                                                                  To your
                                                                                                                                                     your knowledge,
                                                                                                                                                          knowledge, has
                                                                                                                                                                     has your
                                                                                                                                                                         your government
                                                                                                                                                                              government launched
                                                                                                                                                                                         launched a
                                                                                                                                                                                                  a plan
                                                                                                                                                                                                    plan to
                                                                                                                                                                                                         to support
                                                                                                                                                                                                            support the
                                                                                                                                                                                                                    the automotive
                                                                                                                                                                                                                        automotive industry?
     OF SUPPORT PLANS                                                                      case (Fig. 10). Reassuringly, in France, China and
                                                                                                                                                  Select
                                                                                                                                                                                                                                   industry?
                                                                                                                                                  Select one
                                                                                                                                                         one answer
                                                                                                                                                             answer only.
                                                                                                                                                                    only.
     However, this criticism of governments is largely a                                   Italy, where such plans have been implemented,         Source: L’Observatoire Cetelem de l’Automobile.
                                                                                                                                                  Source: L’Observatoire Cetelem de l’Automobile.
     matter of opinion that mainly reflects concern about                                  the authorities seem to have done a good job of                                                                                                                         29%               28%
                                                                                                                                                                                                                                                           EUROPEAN       15-COUNTRY
     the future of the sector and those it employs, rather                                 publicising the fact, with 1 in 2 people being aware                                                                                                             AVERAGE 24%      AVERAGE 28%
                                                                                                                                                                                     Yes            No         I don’t know                                        47%               44%
     than being based on hard evidence. Because when                                       of these measures. However, that is not the case                                                         11%
     individuals are asked whether their government                                        in Germany and Spain, two countries in which the        South Africa                                                                                   52%
                                                                                                                                                                                                                                 37%
     has launched a plan to support the industry, there                                    government has also actively supported the sector.                                                                      24%
     is considerable uncertainty. On average, almost                                                                                               Germany                                                               29%
                                                                                                                                                                                                                                            47%
                                                                                                                                                                                                10%
                                                                                                                                                   Belgium                                                                      36%
                                                                                                                                                                                                                                                    54%
                                                                                                                                                                                                         15%
                                                                                                                                                   Brazil                                                                           38%
                                                                                                                                                                                                                                            47%
       Fig. 9 / Context                                                                                                                                                                                                                            53%
                                                                                                                                                   China                                             13%
     Spotlight on a few of the support plans implemented                                                                                                                                                                       34%
     Sources: (1) Economie.gouv.fr, (2) Wallbox.com, (3) Autobild, (4) RFI, (5) Reuters.                                                                                                                                       34%
                                                                                                                                                   Spain                                                  17%
                                                                                                                                                                                                                                              49%
                                                                                                                                                                                                               20%
                                                                                                                                                   United States                                                               34%
      France(1)
                                       €1 billion invested to support the modernisation of production lines and the ecological                                                                                                              46%
                                       transformation of the automotive industry.                                                                                                                                                              50%
                                                                                                                                                   France                                                 16%
                                                                                                                                                                                                                               34%
      Germany(2)
                                       An increase in the bonuses granted to those who purchase electric vehicles                                                                                                                                    55%
                                       (+50%, up to 9,000 euros).                                                                                  Italy                                            12%
                                                                                                                                                                                                                              33%
                                                                                                                                                                                                          17%
                                                                                                                                                   Japan                                                                28%
                                       An increase in the bonuses granted to those who purchase electric vehicles (up to 5,500 euros).                                                                                                               55%
      Spain(3)                         Backing provided to the industry through loans to support R&D and investment in plant                                                                                    21%
                                       modernisations.                                                                                             Netherlands                                                     25%
                                                                                                                                                                                                                                                    54%
                                                                                                                                                                                                          17%
                                                                                                                                                   Poland                                                                       36%
      Italy(4)
                                       €6.3 billion loan provided to Fiat-Chrysler to support the sector, subject to its operations                                                                                                         47%
                                       being located in Italy, with penalties applied for non-compliance with this requirement.                                                                                               33%
                                                                                                                                                   Portugal                                               16%
                                                                                                                                                                                                                                               51%
      China(5)                         Subsidies for electric vehicles extended for two years to support the market.                                                                                       18%
                                                                                                                                                   U. Kingdom                                                                 33%
                                                                                                                                                                                                                                             49%
                                                                                                                                                                                                                                      41%
                                                                                                                                                   Turkey                                                                29%
                                                                                                                                                                                                                          30%

18                                                                                                                                                                                                                                                                                                  19
CARS: AN IMPOSSIBLE DIVORCE?

     SUSTAINED
                                                                         Fig. 11
                                                                      Would you say that the criticisms levelled at cars are justified?
                                                                      Select one answer only. Proportion who answered “Are justified”.
                                                                      Source: L’Observatoire Cetelem de l’Automobile.

     ENVIRONMENTAL
                                                                                                                                                                                   EUROPEAN
                                                                                                                                                                                             17%       15-COUNTRY
                                                                                                                                                                                                                  17%
                                                                                                                                                                                    AVERAGE 52%           AVERAGE 55%
                                                                                                         Completely justified             Somewhat justified     Justified                   69%                  72%
                                                                                                                              17%
                                                                       South Africa                                                                                          60%
                                                                                                                                                                                             77%

     PRESSURE
                                                                                                                              16%
                                                                       Germany                                                                         39%
                                                                                                                                                                       55%
                                                                                                                         13%
                                                                       Belgium                                                                                   50%
                                                                                                                                                                               63%
                                                                                                                                          26%
                                                                       Brazil                                                                                                 61%
                                                                                                                                                                                                         87%
                                                                                                                7%
                                                                       China                                                                                                               73%
                                                                                                                                                                                                 80%
                                                                                                                                          26%
                                                                       Spain                                                                                            56%
                                                                                                                                                                                                   82%
                WHEN IT COMES TO THE ENVIRONMENT,                                                                                   21%
                                                                       United States                                                                           47%
                LEGITIMATE CONCERNS ARE RAISED                                                                                                                                       68%
                ABOUT THE AUTO INDUSTRY...                             France
                                                                                                                          14%
                                                                                                                                                               46%
                The view seems to be that the automotive sector                                                                                                              60%
                                                                                                                                19%
                is not receiving the economic support it deserves.     Italy                                                                                                 60%
                But would it be sensible to do so, given that those                                                                                                                              79%
                                                                                                                    10%
                surveyed believe that the industry does not take       Japan                                                                                                 60%
                                                                                                                                                                                       70%
                sufficient environmental responsibility? Indeed,
                                                                                                                        11%
                there is a clear consensus on this matter. 72%         Netherlands                                                                                     55%
                                                                                                                                                                                    66%
                (69% in Europe) feel that criticism of the auto
                                                                                                                               18%
                industry for environmental failings is justified       Poland                                                                                    49%
                                                                                                                                                                                    67%
                (Fig. 11). The figure exceeds 50% in every country.                                                             19%
                The emerging nations and those on the Iberian          Portugal                                                                                                 64%
                                                                                                                                                                                                   83%
                Peninsula are the most vehement, with 87% of                                                                    20%
                                                                       U. Kingdom                                                                                49%
                Brazilians and 83% of Portuguese deriding the                                                                                                                         69%
                sector for its lack of respect for the environment.                                                                        28%
                                                                       Turkey                                                                                        52%
                                                                                                                                                                                                 80%

20                                                                                                                                                                                                                              21
CARS: AN IMPOSSIBLE DIVORCE?

                                                              Fig. 12
     Even in the United States, whose politics in recent                                                                                                             POLLUTING VEHICLES SHOULD BE                                  field of those who support these solutions. It should
     years has cultivated a degree of climate scepticism,   DoFig.
                                                                 you  12believe that the automotive industry
                                                                                                                                                                            HEAVILY TAXED                                          be noted that France ranks third on every measure
     68% condemn the environmental harm caused by           receives
                                                            Do   you believemore or       less
                                                                                       that    the criticism
                                                                                                     automotive for its
                                                                                                                     industry receives more or less criticism for its environmental
                                                                                                                                                                            Viewed against the backdrop of a major health          put forward.
                                                            environmental
                                                            impact       than other    impactsectorsthan(agriculture,
                                                                                                             other sectorsconstruction, energy, textiles, etc.)?
     vehicles.                                              (agriculture,          construction,            energy,                                                         crisis, penalising drivers of the least eco-friendly
                                                            Select     one answer         only. Proportion       whotextiles,
                                                                                                                      answeredetc.)?
                                                                                                                                “more criticism”.
                                                            Select
                                                            Source:    one answer
                                                                    L’Observatoire Cetelemonly.    Proportion who answered
                                                                                           de l’Automobile.                                                                 vehicles seems to be an uncontroversial idea.
     One has to look to Belgium, France and Germany         “more criticism”.                                                                                               Of all the measures put forward, setting a               Fig. 13
                                                            Source: L’Observatoire Cetelem de l’Automobile.                                                                                                                          Fig. 13
     (63%, 60% and 55%) to find the least critical                                                                                                                          CO2 emissions limit is the most popular (80%)
                                                                                                                                                                                                                                   Do you believe that the least environmentally friendly vehicles (4x4
     respondents. These are three countries in which                                                                                                                        (Fig. 13). The Chinese, whose country is the most      Do you believe that the least environmentally
                                                                                                                                                                                                                                   cars, etc.) should be subject to the following restrictions?
                                                                                                                                                                                                                                   friendly vehicles (4x4s, SUVs, large saloons, sports
                                                                                     AVERAGE 51%                     AVERAGE 44%
     the most recent elections were considered a great                             EUROPEAN                       15-COUNTRY                                                severely affected by pollution, are the most           Select one answer per statement. Proportion of “Yes” answers.
                                                                                                                                                                                                                                   cars,L’Observatoire
                                                                                                                                                                                                                                   Source: etc.) shouldCetelem be    subject to the following
                                                                                                                                                                                                                                                               de l’Automobile.
     success for Green parties. A paradox? No, this                                                                                                                         likely to favour such a regulation (88%), followed     restrictions?
     simply reflects a greater maturity of judgement.        South Africa                                      29%                                                          closely by the Turks (87%), whose capital city is      Select one answer per statement.
     Criticism in this area is now a firmly established                                                                                                                     a vast and continuous traffic jam. Meanwhile,          Proportion of “Yes” answers.
                                                             Germany                                                  44%                                                                                                          Source: L’Observatoire Cetelem de l’Automobile.
     part of public opinion that is quickly becoming the                                                                                                                    American citizens are the least enthusiastic
     norm. In addition, contradictory arguments have         Belgium                                                       55%                                              about the idea (67%).                                                                            Europe      15-country
     brought out opposing viewpoints that temper such                                                                                                                                                                                                                                                   80%
                                                            Brazil                                   39%                                                                                                                                   CO2 emissions limits
     condemnation.                                                                                                                                                   Two additional measures are also viewed                                                                                            80%

                                                            China                             26%                                                                    favourably. One relates to vehicle power output,                                Power limits
                                                                                                                                                                                                                                                                                                  63%
                                                                                                                                                                                                                                                                                                  62%
     ... BUT MORE THAN OTHER SECTORS                                                                                                                                 the other to the wallets of potential buyers. 62%
                                                            Spain                                                 63%                                                                                                                                                                             62%
     However, 1 in 2 people in Europe (44% worldwide)                                                                                                                globally (63% in Europe) would like to see vehicle                                 Higher tax
                                                                                                                                                                                                                                                                                                  61%
     (Fig. 12) believe that motor vehicles receive          United States                            39%                                                             power limited. Once again, the Chinese and Turks                   Limits on the numbers                                    58%
     more criticism in this respect than sectors such                                                                                                                are very much in favour of this measure (76%                         of vehicles produced                                   59%
                                                            France                                         52%
     as construction, agriculture and other forms of                                                                                                                 and 69%), as are the French (69%). The three                              Bans on their use                               56%
                                                                                                                                                                                                                                                        in cities                              55%
     transport. Inhabitants of European Union countries,    Italy                                               59%                                                  populations that are the least convinced of its
                                                                                                                                                                                                                                   No part exchange available                              44%
     who are probably more mature and better informed                                                                                                                validity are the South Africans, the Americans and             when they are purchased                                 47%
     when it comes to environmental issues, are more        Japan                              30%                                                                   the Dutch (54%, 53% and 52%). As regards the                                                                          43%
                                                                                                                                                                                                                                            Bans on advertising
     likely to be of this opinion (63% in Spain, 59% in     Netherlands                             37%                                                              imposition of financial penalties, the Chinese and                                                                    44%
     Italy). At the opposite end of the spectrum, the                                                                                                                Turks are again the most enthusiastic (79% and
     Chinese are quicker to blame urban pollution on        Poland                                        47%                                                        68%).
     cars than on industry, with only a small proportion    Portugal                                        53%
     sharing the view that the auto industry is unfairly                                                                                                             Two final measures are popular among more than
     criticised (26%).                                      U. Kingdom                                    47%                                                        half of those surveyed. Restricting production of
                                                                                                                                                                     the least environmentally-friendly vehicles (59%).
                                                            Turkey                                    44%
                                                                                                                                                                     Prohibiting these same vehicles from entering cities
                                                                                                                                                                     (55%). Once again, the Chinese and Turks head the

22                                                                                                                                                                                                                                                                                                             23
CARS: AN IMPOSSIBLE DIVORCE?

     AN IMAGE
                                                                                                                        Fig. 14
                                                                                                                     When it comes to cars, would you say that you...
                                                                                                                     Select one answer only. Proportion of people who are interested in cars.
                                                                                                                     Source: L’Observatoire Cetelem de l’Automobile.

     TINGED
                                                                                                                                                                                                                      EUROPEAN
                                                                                                                                                                                                                               21%   15-COUNTRY
                                                                                                                                                                                                                                                  25%
                                                                                                                                                                                                                       AVERAGE 27%      AVERAGE   27%
                                                                                                                                                        Love them        Like them         Love or like them                   48%                52%
                                                                                                                                                                                                     40%
                                                                                                                      South Africa                                                     29%
                                                                                                                                                                                                                            69%

     WITH CAUTION
                                                                                                                                                                                      27%
                                                                                                                      Germany                                            16%
                                                                                                                                                                                                        43%
                                                                                                                                                                             18%
                                                                                                                      Belgium                                                         28%
                                                                                                                                                                                                           46%
                                                                                                                                                                                                             48%
                                                                                                                      Brazil                                                                32%
                                                                                                                                                                                                                                     80%
                                                                                                                                                                       13%
     In L’Observatoire Cetelem 2017, entitled “I love my car”, 9 out of 10                                            China                                                                      36%
                                                                                                                                                                                                               49%
     respondents stated that they had a positive or very positive image of                                            Spain
                                                                                                                                                                                      27%
                                                                                                                                                                                              34%
     cars. Four years later, putting aside this declaration of intention, the                                                                                                                    36%
                                                                                                                                                                                                                      61%

                                                                                                                      United States                                                 25%
     image people have of cars and, by extension, their role in our world,                                                                                                                                            61%
                                                                                                                                                                         17%
     appears to be in question.                                                                                       France                                                               33%
                                                                                                                                                                                                                50%
                                                                                                                                                          4%
                                                                                                                      Italy                                                                              44%
                                                                                                                                                                                                            48%
                                                                                                                                                                       14%
     THE SENSIBLE EQUAL THE                                  vehicles relatively recently, but also in the United     Japan                                                  19%
     ENTHUSIASTIC IN NUMBER:                                 States, where the car is king (36%). Conversely, in                                                                             33%
                                                                                                                                                                                23%
     CARS ARE NOT THE STUFF OF DREAMS                        China and Italy passions do not run as high. With        Netherlands                                            19%
                                                                                                                                                                                                       42%
     THEY ONCE WERE                                          only 4% declaring that they love cars, the Italians
                                                                                                                                                                                   24%
     Although 1 in 2 people say they are interested          dispel the stereotype that they are passionate about     Poland                                                        25%
                                                                                                                                                                                                               49%
     in cars, this interest is more likely to be driven      beautiful mechanical creations. We should also                                                                     22%
     by reason than passion. Only a quarter of those         underline that, overall, such passion has a price or,    Portugal                                                 21%
                                                                                                                                                                                                        43%
     surveyed say that they really love cars and             rather, is contingent on a high income. The most                                                                      23%
                                                                                                                      U. Kingdom                                                     25%
     motoring (Fig. 14). These enthusiasts are most          affluent households are almost twice as likely to                                                                                                 48%
     likely to be found in Turkey, South Africa and Brazil   describe themselves as car lovers than those with                                                                                          43%
                                                                                                                      Turkey                                                   22%
     (43%, 40% and 48%), countries conquered by motor        the lowest incomes (32% vs. 19%).                                                                                                                           65%

24                                                                                                                                                                                                                                                                25
CARS: AN IMPOSSIBLE DIVORCE?

                                                               Fig. 15
     AN ENDURING ATTACHMENT
     While cars may fuel fewer dreams today, our            How attached are you to the following items?
                                                            Select one answer per statement. Score between 1 (not at all attached) and 10 (very attached).
     attachment to them is still relatively strong. This    Source: L’Observatoire Cetelem de l’Automobile.
     attachment has remained constant over time. In
     L’Observatoire Cetelem 2017 (“I love my car”), the                                                                      Your car
                                                                                                        Your mobile                            Your                      Your
     average attachment score respondents assigned                                                        phone       2020              2017   home                laptop computer
     to cars was 6.7. Four years later, it is practically
                                                             South Africa                                     8.5            6.9        7.1       8.4                       7.0
     identical: 6.6 worldwide and 6.7 in Europe, with
     those in Latin countries being the fondest of their     Germany                                          6.3            6.1        7.1       8.0                       5.8
     vehicles (Fig. 15). However, cars are no longer
                                                             Belgium                                          7.3            6.7        6.7       8.4                       6.8
     people’s “favourite”, as they were in the past.
     They are invariably surpassed by mobile phones,                                                                                    7.8
                                                             Brazil                                           8.2            6.9                  8.5                       6.9
     an inescapable, indispensable and unparalleled
     product in the modern world (8.1 worldwide,             China                                            8.1            6.1        7.3       8.3                       5.9
     8.2 in Europe). The income factor reveals a very
                                                             Spain                                            7.4            7.3        7.0       8.6                       7.0
     clear disparity between the wealthy, who are very
     attached to their cars (7.4), and lower income          United States                                    7.7            6.8        6.2       7.5                       6.1
     individuals, whose attachment is weaker (5.9).
     The monetary and use value of a vehicle go some         France                                           7.0            6.6        6.7       7.9                       6.6

     way to explaining this difference.
                                                             Italy                                            7.5            7.3        6.6       8.4                       7.1

                                                             Japan                                            6.2            5.8        6.6       7.1                       5.1

                                                             Netherlands                                      7.2            6.5         -        8.2                       6.5

                                                             Poland                                           8.0            6.9        6.9       8.6                       7.3

                                                             Portugal                                         7.4            7.1        6.8       8.5                       7.1

                                                             U. Kingdom                                       6.7            6.0        6.3       7.6                       6.0

                                                             Turkey                                           7.8            6.6        7.0       8.1                       6.7

                                                             Europe                                           7.2            6.7         -        8.2                       6.7

                                                             15-country                                       7.4            6.6         -        8.1                       6.5

26                                                                                                                                                                                    27
CARS: AN IMPOSSIBLE DIVORCE?

                                                                                                                        Fig. 16
     A STATUS THAT IS VIEWED AS                               ... BUT WHICH LOOKS TO BE FADING
     OVERBLOWN IN TODAY’S WORLD...                            OVERALL                                                Do you believe that too much or not enough importance is placed on cars in today’s world?
                                                                                                                     Select one answer only. Proportion who answered “too much importance”.
     Are cars seeing their lustre fade? What is certain       While there is a belief that too much importance       Source: L’Observatoire Cetelem de l’Automobile.
     is that their relative status in an economic world       is placed on cars, they are slowly fading from
     that is shifting from the industrial to the digital is   the landscape in the eyes of those surveyed. In
     now seen as too high. More than 1 in 2 people are        particular, one-third believe that their presence in                                                     EUROPEAN
                                                                                                                                                                        AVERAGE   51%          15-COUNTRY
                                                                                                                                                                                                  AVERAGE   56%
     of this view, but the disparities are considerable.      cities is falling and that more space is being freed
     In the emerging countries, where the automotive          up through a reduction in the number of lanes,          South Africa                                                                          69%
     market has gained importance more recently, but          parking spaces and car parks (Fig. 17).
     also in Portugal and Japan, its status is viewed as      On this issue, those countries in which Green           Germany                                                     42%

     overblown, with 8 out of 10 Turks also being of this     parties have the most influence, both nationally and
                                                                                                                      Belgium                                                            49%
     opinion (Fig. 16). Meanwhile, in those countries         locally, are the most forthright. 6 out of 10 French
     whose relationship with the automobile is longer         citizens and 1 in 2 Germans and Belgians bear
                                                                                                                      Brazil                                                                                  71%
     standing, this view is less prevalent (39%, 42% and      witness to a gradual exodus of vehicles from cities.
     46% in the United Kingdom, Germany and France).          Conversely, just 1 in 10 Chinese share this feeling.    China                                                                     57%
     In the Netherlands, a figure of 42% highlights a         The congestion caused by vehicles in the megacities
     reluctance to heap scorn on cars, even though they       of the Middle Kingdom does not seem set to ease         Spain                                                             48%
     often play second fiddle to bicycles in the country.     any time soon.
                                                                                                                      United States                                                     47%

12
                                                                                                                      France                                                        46%

                                                                                                                      Italy                                                                       59%

               IN                                                                                                     Japan

                                                                                                                      Netherlands                                                 42%
                                                                                                                                                                                                        65%

 TOO MUCH IMPORTANCE IN TODAY’S WORLD
 PEOPLE BELIEVE THAT CARS ARE GIVEN                                                                                   Poland                                                                     58%

                                                                                                                      Portugal                                                                                 73%

                                                                                                                      U. Kingdom                                             39%

                                                                                                                      Turkey                                                                                        77%

28                                                                                                                                                                                                                                                 29
CARS: AN IMPOSSIBLE DIVORCE?

       Fig. 17
     Do you believe that the space given to cars in cities (lanes, parking spaces, car parks, etc.) is...      GERMANY, BELGIUM AND FRANCE:                                       views on environmental issues. Thus, Belgian
     Select one(lanes,
     in cities   answerparking
                        only. Proportion
                                spaces, who  answered
                                         car parks,    “Being
                                                    etc.) is... reduced”                                       THE GROWING POWER                                                  ecologists saw their representation increase
     SelectL’Observatoire
     Source:  one answer  Cetelemonly.
                                  de l’Automobile.

     Proportion who answered “Being reduced”.                                                                  OF GREEN PARTIES                                                   by 50% in the last election, while in France
     Source: L’Observatoire Cetelem de l’Automobile.                                                           The most recent European elections, much like                      the number of representatives doubled. In the
                                                                                                               France’s local elections, confirmed the rising                     latter, a number of major cities (including Lyon,
                                                                                                               popularity of Green parties and probably their                     Bordeaux and Grenoble) are now run by the
                           EUROPEAN
                            AVERAGE         35%               15-COUNTRY
                                                                 AVERAGE    32%                                long-term presence in the political landscape.                     Greens. In Germany, they have held positions
                                                                                                               This is particularly true in three countries of                    of responsibility for several years now.
      South Africa                             12%                                                             L’Observatoire Cetelem, which exhibit similar

      Germany                                                              49%

      Belgium                                                          48%                                    Fig. 18 / Context
                                                                                                            Number of Green seats in the European Parliament after the 2014 and 2019 elections
      Brazil                                                          45%                                   Source: European Parliament.

      China                                 8%                                                                                                                                                                                Percentage
                                                                                                                                                                                                               % of Green
                                                                                                                                           Number of Green seats 2014   2019      / Total number of seats                       change
                                                                                                                                                                                                                 seats
      Spain                                                   32%                                                                                                                                                             2014-2019
                                                                                                                                                                                                      13/96      14%
                                                                                                             Germany                                                                                                           92%
                                                                                                                                                                                                      25/96      26%
      United States                                      27%
                                                                                                                                                         2/21                                                    10%
                                                                                                             Belgium                                                                                                           50%
                                                                                                                                                         3/21                                                    14%
      France                                                                     58%
                                                                                                                                                                           4/54                                    7%
                                                                                                             Spain                                                                                                            -50%
                                                                                                                                                                           2/54                                    4%
      Italy                                             23%                                                                                                                                                       8%
                                                                                                             France
                                                                                                                                                                                         6/74                                 100%
                                                                                                                                                                                         12/74                   16%
      Japan                                                          41%                                                                                                                0/73                       0%
                                                                                                             Italy                                                                                                              0%
                                                                                                                                                                                        0/73                       0%
      Netherlands                                               35%                                                                                      2/21                                                    10%
                                                                                                             Netherlands                                                                                                       50%
                                                                                                                                                         3/21                                                    14%
      Poland                                      15%                                                                                                                    0/51                                      0%
                                                                                                             Poland                                                                                                             0%
                                                                                                                                                                         0/51                                      0%
      Portugal                                            28%                                                                                            0/21                                                      0%
                                                                                                             Portugal                                                                                                            SO -
                                                                                                                                                         1/21                                                      5%
                                                                                                             Total                                                                       27/411                   7%
      U. Kingdom                                               33%                                                                                                                                                             70%
                                                                                                             in the countries surveyed                                                   46/411                  11%
                                                                                                             Total                                                                                    50/751      7%
      Turkey                                           22%                                                                                                                                                                     48%
                                                                                                             in the 28 EU countries                                                                   74/751     10%

30                                                                                                                                                                                                                                          31
(lanes, parking spaces, car parks, etc.)?

                                                                                                                                                                                                 KEY FIGURES
                                                                                      Source: L’Observatoire Cetelem de l’Automobile.

                                                                                                                                                                                                                                                        CARS: AN IMPOSSIBLE DIVORCE?

     A DESIRE FOR CARS TO HAVE THEIR                                                  Those   who state thatSomewhat
                                                                                          Highly beneficial
                                                                                                               it is “highly   desirable”
                                                                                                                        beneficial
                                                                                                                                           account
                                                                                                                                       Beneficial
     STATUS LOWERED FURTHER                                                           for just 19% of the total and 20%tend to be at the higher
                                                                                                                                              19%
                                                                                                            EUROPEAN             15-COUNTRY
     Today, the view that cars have too much of a                                                            AVERAGE 48%
                                                                                      end of the income spectrum.                   AVERAGE 45%
                                                                                                                                        68%                      64%
     presence comes with the assumption that this                                                                              15%
     presence will fall in the future. 64% of those                                   This
                                                                                       Southdesirability
                                                                                             Africa      varies from country
                                                                                                                           40%to country.
                                                                                                                                 55%
     surveyed (68% in Europe) believe it is desirable or                              While the Italians, Portuguese,   Spanish and Turks
                                                                                                                      27%
                                                                                       Germany                              43%

                                                                                                                                                                          1 in 2 Europeans
     highly desirable for the presence of cars in cities                              are  the most likely to hold this view, the Brazilians,
                                                                                                                                      70%

                                                                                                                                                                                                             1 in 2 people
     to be reduced, although this does not point to                                   South Africans, Belgians and17% Americans are more

                                                                                                                                                                                                                                                 1 in 4 people
       Fig. 19 intransigeance on the matter (Fig. 19).                                  Fig. 19
                                                                                       Belgium                           36%
     complete                                                                         measured.                                 53%
                                                                                                                             12%
       Fig. 19parking spaces, car parks, etc.)?
     (lanes,                                                                           Brazil parking spaces, car parks,40%
                                                                                      (lanes,                            etc.)?                                         believe that the automotive
                                                                                                                                                     52%
                                                                                                                                                                              industry is more
                                                                                                                              12%                                                                           say they are
     Source: L’Observatoire Cetelem de l’Automobile.
     (lanes,
       Fig. 19parking spaces, car parks, etc.)?
                                                                                      Source: L’Observatoire Cetelem de l’Automobile.
                                                                                       China                                                   42%                        heavily criticized for its                                       say they love cars.
                                                                                                                                                      54%               environmental impact than        interested in cars.

                                                                                                                                                                                 44%                                              32%
     Do you
     Source:      believe
             L’Observatoire     it would
                            Cetelem            be beneficial to reduce the space given to cars in cities 18%
                                    de l’Automobile.                                                                                                                           other sectors.
                                                                                Spain                                                                 54%
     (lanes, parking spaces, car parks, etc.)?                                                                                                                 72%
     Select one answer only. Proportion who answered “Beneficial”.                                                                      24%
     Source: L’Observatoire Cetelem de l’Automobile.
          Highly beneficial             Somewhat beneficial            Beneficial      United States
                                                                                          Highly beneficial                          34%
                                                                                                                         Somewhat beneficial            Beneficial
                                                                                                                                                        58%
                                                       20%                     19%                                   EUROPEAN21%
                                                                                                                                        20%     15-COUNTRY
                                                                                                                                                           19%
                                    EUROPEAN            15-COUNTRY
          Highly beneficial          AVERAGE  48%
                                      Somewhat beneficial AVERAGE
                                                                     45%
                                                              Beneficial               France                         AVERAGE 48%              42%AVERAGE 45%
                                                       68%                     64%                                                      68%                64%
                                                                                                                                                       63%
                                          15%
                                    EUROPEAN
                                                       20%     15-COUNTRY
                                                                               19%                                             15%
                                                                                                                                 21%
      South Africa                   AVERAGE 48%              40% AVERAGE 45%          South
                                                                                       Italy Africa                                            40%     57%
                                                       68%            55%      64%                                                                    55%         78%
                                                                                                                                                                           of people state that the      of people are thinking of buying a vehicle in the next 12 months
                                              15% 27%                                                                       12%          27%
      South Africa
      Germany                                                 40%
                                                               43%                     Germany
                                                                                       Japan                                                    43%
                                                                                                                                                  48%                      health crisis has had an                           (down 9% from 2019).
                                                                      55%   70%                                                                         60% 70%                impact on their

                                                                                                                                                                              6.6/ 10
                                                17% 27%                                                                         17%
                                                                                                                                16%
      Germany
      Belgium                                            43%
                                                       36%                             Belgium
                                                                                       Netherlands                                            36%44%                        purchasing intentions.
                                                                     53%    70%                                                                     53%
                                                                                                                                                      60%
                                              17%
                                            12%                                                                              12%
                                                                                                                               17%
      Belgium
      Brazil                                                 36%
                                                              40%                      Brazil
                                                                                       Poland                                                  40% 53%
                                                                     53%
                                                                     52%                                                                           52%        70%
                                            12%                                                                              12% 26%
      Brazil
      China                                                   40%
                                                               42%                     China
                                                                                       Portugal                                                42% 52%
                                                                     52%
                                                                      54%                                                                           54%           78%
                                            12%
                                              18%                                                                                18%
                                                                                                                                 19%
      China
      Spain                                                   42% 54%                  Spain
                                                                                       U. Kingdom                                                   54%
                                                                                                                                                  49%
                                                                  54%        72%                                                                               72%
                                                                                                                                                              68%
                                                18%
                                                  24%                                                                                   24%
                                                                                                                                          29%                             the average score across all
      Spain States
      United                                             34%         54%               United
                                                                                       Turkey States                                        34% 44%
                                                                                                                                                        58%
                                                                                                                                                                        the countries when it comes to
                                                                      58% 72%                                                                                    73%
                                                   24%
                                                  21%                                                                              21%                                            attachment.
      United States
      France                                             34%42%                        France                                                  42%
                                                                       58%
                                                                         63%                                                                               63%
                                                  21%                                                                              21%
      France
      Italy                                                   42%     57%              Italy                                                          57%
                                                                        63%     78%                                                                               78%
32                                                                                                                                                                                                                                                                               33
                                           12% 21%                                                                          12%
      Italy
      Japan                                                     48%57%                 Japan                                                     48%
                                                                    60%         78%                                                                     60%
CARS: AN IMPOSSIBLE DIVORCE?

            A RELATIONSHIP
              WE CANNOT
             LIVE WITHOUT
Despite all the criticism cars receive, the fact that motorists
appear to think less fondly of their vehicles nowadays, not to
mention an economic and environmental context that seems
ominous for the sector, the automobile remains indispensable,
unparalleled and timeless. To use a term that is very much
in vogue, it continues to display great resilience, and all the
more so during the current health crisis. The idea that we will
be able to do away with cars, be it today or in the future,
is far from evident.

                                                                                  35
CARS: AN IMPOSSIBLE DIVORCE?

     ESSENTIAL, ESPECIALLY
                                                                                                 Fig. 20
                                                                                              Would you be prepared to live without a car?
                                                                                              Select one answer only. Proportion of “Yes” answers.
                                                                                              Source: L’Observatoire Cetelem de l’Automobile.

     FOR THE DAY TO DAY                                                                        South Africa
                                                                                                                                 Yes            No

                                                                                                                                                      35%
                                                                                                                                                                                EUROPEAN 44%
                                                                                                                                                                                 AVERAGE 56%

                                                                                                                                                                                      65%
                                                                                                                                                                                               15-COUNTRY 45%
                                                                                                                                                                                                  AVERAGE 55%

                                                                                               Germany
                                                                                                                                                                  45%
                                                                                                                                                                          55%

                                                                                               Belgium
                                                                                                                                                     33%
                                                                                                                                                                                       67%

                                                                                               Brazil
                                                                                                                                                                         54%
                                                                                                                                                                  46%
     NEVER WITHOUT IT                                                                                                                                             45%
     In a relationship, just because criticism, resentment                                     China
                                                                                                                                                                          55%
     and differences of opinion exist, that is not
                                                                                                                                                                   47%
     necessarily reason enough to consider living apart.                                       Spain
                                                                                                                                                                         53%
     That is what this Observatoire Cetelem teaches us
     on the topic of cars. Despite their criticisms of cars,                                   United States
                                                                                                                                                             42%
                                                                                                                                                                               58%
     nearly 6 out of 10 people cannot see themselves
     living without one (Fig. 20). However, the view that                                      France
                                                                                                                                                      35%
                                                                                                                                                                                      65%
     they are essential has lost ground since the 2017

                                                               6 10
     survey, “I love my car”. 8 out of 10 respondents                                          Italy
                                                                                                                                                            40%
     held this opinion at the time. But in a climate that                                                                                                                       60%
     has seen car bashing become more fashionable, the                                                                                               34%
                                                                                               Japan
     score remains relatively high. Two-thirds of French,                                                                                                                       66%
     Belgian, Japanese and South African respondents                                                                                                              45%
                                                                                               Netherlands
     believe that life without a car is impossible.                                                                                                                       55%
     Conversely, the same proportion of Turks and Poles
     believe that it is something to aspire to. On this
                                                                        OUT                    Poland
                                                                                                                                                            40%
                                                                                                                                                                                60%

                                                                        OF
                                                               PEOPLE CANNOT IMAGINE LIVING
     issue, the income factor again creates a great deal
                                                                                                                                                            41%
     of segmentation. 53% of the wealthiest respondents                                        Portugal

                                                               WITHOUT A CAR
                                                                                                                                                                               59%
     cannot live without a car, compared with just 36%
     of individuals in the lowest income group.                                                U. Kingdom
                                                                                                                                                                      51%
                                                                                                                                                                    49%

                                                               (VS. 8 OUT OF 10 IN 2017)       Turkey
                                                                                                                                                                                       67%
                                                                                                                                                     33%

36                                                                                                                                                                                                                         37
Fig. 22                                         CARS: AN IMPOSSIBLE DIVORCE?
                                                                                                                                                                                                                  Why are you attached to your car?

                                                                                                                                                                                                                  Answers
                                                                                                                                                                                                                    Fig. 22 of those who assigned a score of 5 or more to
     CAR USE IS STABLE                                                                     Turkey in particular. These two countries appear to         CARS PRIMARILY                                             their attachment to their car.
     OVERALL, BUT IT IS RISING                                                             have a love-hate relationship with cars, believing          FULFIL A PURPOSE                                           Why are you attached to your car?
                                                                                                                                                                                                                  Source: L’Observatoire Cetelem de l’Automobile.
     IN EMERGING NATIONS                                                                   that they take up too much space, in every sense            Above all, car use tends to be driven by                   Worldwide figures. Select one or more answers.
     People’s relationship with their cars has remained                                    of the word, while also seeming incapable of giving         pragmatism. If motorists are attached to their             Answers of those who assigned a score of 5 or more
     stable. 1 in 2 people believe that they have used                                     them up.                                                    vehicles, it is chiefly for practical reasons (71%)        to their attachment to their car.
                                                                                                                                                                                                                  Source: L’Observatoire Cetelem de l’Automobile.
     their vehicle neither more nor less over the last few                                                                                             (Fig. 22). It is interesting to compare this result with
     years (Fig. 21). However, a detailed analysis shows                                                                                               that obtained by the 2017 survey, when 9 out 10
     that there are vast differences from one country                                                                                                  respondents lauded cars for their practicality. The                  It’s a second home                      18%
     to the next. Western countries display the greatest                                                                                               French are the most likely to point to practicality
     stability, while a significant increase in car use can                                                                                            (82%), while the Chinese are less convinced (58%).                    It’s the best place
                                                                                                                                                                                                                                                                     22%
                                                                                                                                                                                                                             to get some peace
     been observed in the emerging countries, China and
                                                                                                                                                       A stronger emphasis is placed on different criteria            It enhances your status                        23%
        Fig. 21
                                                                                                                                                       depending on the country. More than half of
                                                                                                                                                       German, Polish and Brazilian respondents believe                            It holds lots
                                                                                                                                                                                                                            of happy memories
                                                                                                                                                                                                                                                                     23%
     Over the last few years, would you say that your car use?                                                                                         that their cars help them meet people and facilitate
     Select  one answer only.
       Fig. 21                                                                                                                                         interaction. At the two ends of the GDP scale,                               It’s beautiful                   23%
     Source: L’Observatoire Cetelem de l’Automobile.
     Over the last few years, would you say that your car use?                                                                                         equal proportions of South Africans and Americans
     Select one answer only.                                                                                                                           view them as valuable objects. The Chinese are                           It’s like a friend                   24%
     Source: L’Observatoire Cetelem de l’Automobile.                                                                                                   the most likely to see them as both a friend and a
                                                                                                                        27%                      35%   place where they can get some peace, suggesting                    It’s a valuable object                           33%
                                                                                                            EUROPEAN            15-COUNTRY
                                                                                                             AVERAGE 51%           AVERAGE 46%         an intimate and personal relationship with their
          Has increased             Has neither increased nor decreased            Has decreased                        22%                      19%                                                                It makes it easier to meet
                                                                                                                                                       vehicles in a country where collectivism is crucial.               people and interact
                                                                                                                                                                                                                                                                            38%
                                                                     47%                                                      31%                      The South Africans share many memories with
      South Africa                                            35%                           Italy                                          53%
                                                  18%                                                                16%
                                                                                                                                                       their cars. The Portuguese view them as a way of                             It’s practical                                    71%
                                                    23%                                                                 24%                            boosting their image.
      Germany                                                             55%               Japan                                                66%
                                                       22%                                                       10%
                                                       23%                                                              21%
      Belgium                                                            50%                Netherlands                                   51%
                                                        27%                                                               28%
                                                                         51%                                                        40%
      Brazil                                                 32%                            Poland                                        49%
                                                 17%                                                              11%
                                                                                 66%                                      28%
      China                                              30%                                Portugal                                       52%
                                        4%                                                                              20%
                                                             31%                                                              29%
      Spain                                                          47%                    U. Kingdom                               44%
                                                       22%                                                                27%
                                                             31%                                                                                 65%
      United States                                                41%                      Turkey                        27%
                                                         28%                                                    8%
                                                       23%
      France                                                               57%
                                                   20%

38                                                                                                                                                                                                                                                                                            39
CARS: AN IMPOSSIBLE DIVORCE?

     AN IRREPLACEABLE PART                                     THE COVID CRISIS UNDERLINES THIS                           Fig. 23
     OF EVERYDAY LIFE                                          DAY-TO-DAY PRACTICALITY                                 What are the main purposes for which you use your car(s)?
     Every day, car users are reminded of the services         The public health crisis has prompted lockdowns,        Select a maximum of two answers.
     their vehicle provides. Whether it be for commuting,      restricted outings to those that are strictly           Source: L’Observatoire Cetelem de l’Automobile.

     shopping or taking children to school, there              necessary, caused public transport services to
                                                                                                                                                     You use your car for your daily     You use your car to make
     is no alternative to cars in the eyes of 85% of           be shut down or reduced drastically, and led to                                        journeys: to go to work, to do   long journeys such as going      You use your car
     respondents, with this view being particularly            remote working on a massive scale. These new                                            your shopping, to transport      on holiday, going away for   simply for the pleasure      You carpool
     prevalent in the emerging countries, China and Italy      “constraints” have transformed daily life, in some                                          your children, etc.              the weekend, etc.              of driving             as a driver
     (Fig. 23). Only the Spanish are a little less convinced   cases radically. Thus, this crisis, together with        South Africa                                        91%                        38%                    18%                     10%
     of their day-to-day practicality (74%). This is such a    the changes it has imposed on lifestyles, has
     dominant factor that one could almost forget their        reinforced the view that cars are ultimately there       Germany                                           83%                            52%                  16%                    3%
     various other attributes. The ability to use one’s        for utilitarian reasons.
     car for long journeys, e.g., during holidays, is only                                                              Belgium                                           85%                            49%                 13%                     4%
     cited by 46% of respondents. The sheer pleasure           Individuals who have used their car less during
     of driving, meanwhile, is reduced to a measly 16%.        this period have tended to reduce their daily            Brazil                                              91%                        39%                    17%                     8%
     Proof, once again, that practical concerns easily         journeys the least. 37% have driven less to fulfil
                                                                                                                        China                                               93%                            58%               13%                      8%
     trump the notion of enjoyment.                            their day-to-day requirements, compared with a
                                                               46% reduction for private journeys and leisure, and
                                                                                                                        Spain                                            74%                            46%                  11%                      6%
                                                               55% at weekends and in the holidays. The same
                                                               pattern can be observed in every country covered         United States                                      87%                         38%                       22%                  6%
                                                               by the survey. Conversely, respondents who state
                                                               that they have been using their vehicle more say         France                                            85%                            51%                 13%                      8%
                                                               that they have done so to meet their day-to-day
                                                               needs (25% vs. 22% in the case of private journeys       Italy                                               90%                         45%                  12%                     2%
                                                               and leisure, and 16% in the case of weekends and

                8 10
                                                               holidays) (Fig. 24). Turkey and China stand apart in     Japan                                              86%                            53%                10%                       12%
                                                               this respect, with respondents reporting that they
                                                                                                                        Netherlands                                      74%                            46%                      27%                 5%
                                                               have significantly increased their car use during the
                                                               health crisis, primarily to meet their day-to-day        Poland                                            83%                           44%                       29%                  13%
                                                               needs (60% and 51%).
                                                                                                                        Portugal                                          85%                          40%                  7%                        9%
                                OUT                                                                                     U. Kingdom                                        85%                            51%                   20%                    7%
                                OF
                PEOPLE CONSIDER CARS
                                                                                                                        Turkey                                             87%                           49%                9%                        7%

                TO BE IRREPLACEABLE
                                                                                                                        Europe                                            83%                           47%                   16%                     6%

                                                                                                                        15-country                                        85%                           46%                   16%                     7%

40                                                                                                                                                                                                                                                                  41
CARS: AN IMPOSSIBLE DIVORCE?

        Fig. 24
                                                                                                                                                           REMOTE WORKING
     Since the COVID-19 crisis began, would you say that your car use?                                                                                    The health crisis has placed a spotlight on remote   In Germany, it is already in place in 80% of companies.
     Select one answer only.
     Source: L’Observatoire Cetelem de l’Automobile.
                                                                                                                                                          working, especially in Western countries. It has     In France in 2019, 5.2 million people already worked
                                                                                                                                                          transformed what was a growing trend among more      remotely. In Japan, 33% of companies have deployed
                                             Proportion who answered “Has decreased”       Proportion who answered “Has increased”                        and more companies into a real paradigm shift. While a teleworking policy. In the United States, remote
                                                                                                                                                          it is popular among many employees, this new way     working increased five-fold over the five years
                                               For daily journeys              For private journeys and leisure                  To go away
                                                and commuting                     (food and other shopping,                   for the weekend
                                                                                                                                                          of working
                                                                                                                                                         Fig.          and organising workforces has not been
                                                                                                                                                               25 / Context                                    preceding COVID-19, with 25 to 30% of employees set
                                                    to work                         sporting activities, etc.)                 and on holiday             implemented to the same extent across the board.     to adopt the practice by the end of 2021.
                                                                                                                                                        Prevalence of remote working in the countries covered by the survey in early 2020 (Pre-COVID-19)
      South Africa
                                                                60%                                    64%                                        82%   Source: McKinsey Global Remote Working Data & Statistics (Updated Q1 2020).
                                                       18%                                19%                                 6%

      Germany
                                                        25%                                 30%                                        44%                Fig. 25 / Context
                                                       18%                                17%                                  14%
                                                             41%                                  49%                                      53%          Prevalence of remote working in the countries covered by the survey in early 2020 (Pre-COVID-19)
      Belgium
                                                       14%                               14%                                   12%                      Source: McKinsey Global Remote Working Data & Statistics (Updated Q1 2020).

      Brazil
                                                           44%                                     56%                                           75%                                     Proportion of companies with a remote working policy
                                                         30%                                25%                                11%                                                       Proportion of employees who consider remote working                   12-COUNTRY 61%         WORLD 62%
                                                                                                                                                                                         to be the new norm                                                       AVERAGE 75%        AVERAGE 62%
      China
                                                         32%                                     48%                                       53%
                                                            51%                                 40%                                  30%                                                                                                                 62%
                                                                                                                                                         South Africa
                                                          37%                                    45%                                       51%                                                                                                                              79%
      Spain
                                                        21%                                22%                                  18%
                                                                                                                                                         Germany
                                                                                                                                                                                                                                                                              80%
                                                          38%                                     50%                                      53%                                                                                                                  68%
      United States
                                                        24%                                20%                                  17%
                                                                                                                                                         Belgium
                                                                                                                                                                                                                                                 53%
      France
                                                         30%                                    39%                                    44%                                                                                                                                  78%
                                                       18%                                16%                                  14%
                                                                                                                                                         Brazil
                                                                                                                                                                                                                                                               67%
      Italy
                                                          40%                                     46%                                      52%                                                                                                                       72%
                                                        25%                                 25%                                  19%
                                                        21%                                     39%                                        53%           China
                                                                                                                                                                                                                                                51%
      Japan                                                                                                                                                                                                                                                                77%
                                                        22%                               17%                                 9%
                                                          35%                                    42%                                       55%           Spain
                                                                                                                                                                                                                                                        61%
      Netherlands                                                                                                                                                                                                                                                     74%
                                                       16%                                18%                                  13%
                                                        24%                                  33%                                     39%                 United States
                                                                                                                                                                                                                                                                69%
      Poland
                                                         31%                                28%                                    23%                                                                                                                                74%

      Portugal
                                                               51%                                 54%                                       68%                                                                                                       60%
                                                                                                                                                         France
                                                       14%                               13%                                  8%                                                                                                                                68%
      U. Kingdom
                                                              48%                                  53%                                      59%                                                                                                        59%
                                                        24%                                20%                                  15%                      Italy
                                                                                                                                                                                                                                                                     72%
                                                        21%                                      43%                                    51%
      Turkey                                                                                                                                                                                                                      32%
                                                                60%                               46%                                31%                 Japan
                                                                                                                                                                                                                                                                              80%
      Europe
                                                          37%                                    43%                                       52%
                                                       20%                                19%                                   15%                      Netherlands
                                                                                                                                                                                                                                                                        75%
                                                                                                                                                                                                                                                                      73%
      15-country
                                                          37%                                    46%                                       55%
                                                        25%                                22%                                  16%                      U. Kingdom
                                                                                                                                                                                                                                                                68%
                                                                                                                                                                                                                                                                      73%

42                                                                                                                                                                                                                                                                                                         43
CARS: AN IMPOSSIBLE DIVORCE?

     AN ECONOMIC
                                                                                                                     Fig. 26 / Context
                                                                                                                  Vehicle assembly plants (cars, light commercial vehicles, buses, trucks)
                                                                                                                  and engine plants in Europe by country
                                                                                                                  Number of plants*.

     SECTOR WITH
                                                                                                                  Sources: ACEA, updated in May 2020.

                                                                                                                                                 More than 40
                                                                                                                                                 30 to 39

     GREAT CLOUT
                                                                                                                                                 20 to 29
                                                                                                                                                 10 to 19
                                                                                                                                                 1 to 9

     People’s “attachment” to cars seems subject to even     nations. This is a stark reminder of the economic
     greater pragmatism, not to say necessity, when we       importance of the auto industry and, above all, of    42
     consider the economic importance of the sector          the social and human consequences of a crisis like
     in almost all Observatoire Cetelem countries. This      the one we are experiencing.                                                                                      31                                                                                                                                                                       31
                                                                                                                                                                                                                                                                                                                                           30
     can obviously be measured in terms of the number
     of vehicles sold, which is the tip of the iceberg for                                                                                                                                        23
     consumers/motorists. However, if we look beyond                                                                                                         17                                                         16                                                                                                                                                17
     the major assembly lines, the sheer size of the                                                                                    8
                                                                                                                                                                                                          10                                   9                                              10
                                                                                                                                                                                         6                                                                                                                         7                                                                6
     automotive industry becomes clear when we take                                                                           5                     3                 3                                                            5                          3          4          1                   4                       4                                 3
     into account all the subcontractors automakers use,
     not only upstream, but also downstream, i.e., the
     domain of dealers, mechanics, rental companies, etc.

                                                                                                                                                                                                                                            Czech republic
                                                                                                                                                                                                          Netherlands

                                                                                                                                                                                                                                                                                                                 Kazakhstan

                                                                                                                                                                                                                                                                                                                                           U. Kingdom
                                                                                                                                                                                                                                                                                                                              Uzbekistan
     There is a saying in French: when the building trade

                                                                                                                   Germany

                                                                                                                                                                                                                                                             Romania
                                                                                                                                                                                                                                 Portugal

                                                                                                                                                                                                                                                                                  Slovenia
                                                                                                                                                                                        Hungary

                                                                                                                                                                                                                                                                       Slovakia
                                                                                                                                       Belgium

                                                                                                                                                                                                                                                                                              Sweden

                                                                                                                                                                                                                                                                                                                                                                                   Ukraine
                                                                                                                                                                     Finland

                                                                                                                                                                                                                                                                                                       Belarus
                                                                                                                                                   Croatia
                                                                                                                             Austria

                                                                                                                                                                                                                        Poland
                                                                                                                                                                               France

                                                                                                                                                                                                                                                                                                                                                                          Turkey
                                                                                                                                                                                                                                                                                                                                                        Russia

                                                                                                                                                                                                                                                                                                                                                                 Serbia
                                                                                                                                                             Spain
     is doing well, everything does well. Similarly, it is

                                                                                                                                                                                                  Italy
     tempting to say that when the automotive industry
     is firing on all cylinders, the rest follows. In the
     European Union alone, the sector accounts for                                                                    EUROPEAN UNION                                                                                                                                                         196
     8.5% of total industrial output and directly employs
                                                                                                                  EUROPE                                                                                                                                                                                                                                    298
     2.7 million people. The industry has an industrial
     presence in every European country featured in
                                                                                                                  * Automotive suppliers, many manufacturers of vehicles and small engines, and custom bodybuilders are not included in this overview due to complexity. This map includes the engine
     L’Observatoire Cetelem, as it does in all the other                                                          production sites of most ACEA members, but omits the transmission, bodywork, and other vehicle parts plant.

44                                                                                                                                                                                                                                                                                                                                                                                           45
CARS: AN IMPOSSIBLE DIVORCE?

       Fig. 27 / Context                                                                                                         Fig. 28 / Context

     Domestic automotive output in 2019 by country (passenger vehicles + light commercial vehicles)                            Automotive jobs as a proportion of all industrial
     Number of vehicles sold.                                                                                                  jobs, by country (2018 data)
     Source: OICA.                                                                                                             Does not take into account jobs in non-manufacturing
                                                                                                                               sectors (retail, rental, etc.).
                                Passenger vehicles          Light commercial vehicles                               Total      Source: ACEA.

      Belgium
                                247,020                                                                             285,797                              Proportion (%)
                               38,777

                                282,142                                                                                         Germany                                12%
      Portugal                                                                                                      345,704
                               63,562
                                                                                                                                Spain                             8%
      South Africa
                                348,665                                                                             631,983
                                283,318
                                                                                                                                Poland                            8%

      Poland
                                 434,700                                                                            649,864
                                215,164                                                                                         France                            7%

      Italy
                                  542,007                                                                           915,305     U. Kingdom                      6%
                                 373,298

                                          1,303,135                                                                             Belgium                        6%
      U. Kingdom                                                                                                   1,381,405
                               78,270
                                                                                                                                Portugal                       6%
      Turkey
                                     982,642                                                                       1,461,244
                                 478,602
                                                                                                                                Italy                         5%
      France
                                            1,675,198                                                              2,202,460
                                  527,262                                                                                       Netherlands                  4%

      Spain
                                                 2,248,019                                                         2,822,355    European Union                     9%
                                  574,336

      Brazil
                                                     2,448,490                                                     2,944,988
                                  496,498

      Germany
                                                                      4,661,328                                    4,661,328
                           -

      Japan
                                                                                        8,328,756                  9,684,298
                                          1,355,542

      United States
                                                      2,512,780                                                   10,880,019
                                                                                        8,367,239

      China
                                                                                                    21,360,193    25,720,665
                                                                    4,360,472

      World
                                                                                                     67,149,196   91,786,861
                                                                                                     24,637,665

46                                                                                                                                                                                                             47
CARS: AN IMPOSSIBLE DIVORCE?

     A PLACE
                                                                                               Fig. 29
                                                                                            Do the following statements reflect the image you have of your car?
                                                                                            Select one answer per statement. Proportion of “Yes” answers.
                                                                                            Source: L’Observatoire Cetelem de l’Automobile.

     OF REFUGE
                                                                                                                                                 Yes and more so since the start of the health crisis
                                                                                                                                                 Yes, but no more than before the start of the health crisis
                                                                                                                                                 Yes

                                                                                             It’s a form of transport that offers incomparable
                                                                                                                                                                                       47%
                                                                                             freedom to travel
                                                                                                                                                                                     43%
                                                                                                                                                                                                                               90%

                                                                                                                                                                                       46%
                                                                                             It protects me from the outside world                                       30%
                                                                                                                                                                                                                    76%

     While economic and use value alone could explain
     why it is so difficult for people to live without cars,
     the health crisis has highlighted other reasons why
     this might be the case. In the 2017 survey “I love
     my car”, 9 out of 10 people associated cars with
     freedom. This is still the case four years later. 47%
     even believe that the heath crisis has boosted the
     incomparable freedom that cars offer (Fig. 29).

     So they represent freedom, but they also serve as
     a place of refuge. Indeed, 76% say that when they

                                                               34
     are in their car they feel protected from the outside
     world. Again, this is a feeling that has intensified
     over the course of the crisis according to 46% of
     respondents.

                                                                       IN
     The familiar pairing formed by China and Turkey are
     joined by Poland, Brazil and France in espousing
     these values of freedom and protection (Fig. 30).

                                                               PEOPLE FEEL PROTECTED
     The Dutch are the least likely, by some distance,
     to view their vehicles as a place of refuge, a further

                                                               WHEN THEY ARE IN THEIR CAR
     sign that cars play a less crucial role in the daily
     lives of people in the Netherlands.

48                                                                                                                                                                                                                                      49
KEY FIGURES
                                                                                                                                                                                    CARS: AN IMPOSSIBLE DIVORCE?

        Fig. 30
     Do the following statements reflect the image you have of your car?
     Select one answer per statement. Proportion of “Yes” answers.
     Source: L’Observatoire Cetelem de l’Automobile.

                                                                                                                                85%                                               76%
                                        It’s a form of transport that offers
                                        incomparable freedom to travel           EUROPEAN 90%       15-COUNTRY 90%
                                        It protects me from the outside world     AVERAGE 72%          AVERAGE 76%

                                                                                                              90%

                                                                                                                                                    6 out of 10 people
      South Africa
                                                                                                     82%
                                                                                                                                                         More than
      Germany
                                                                                                        85%
                                                                                      65%

      Belgium
                                                                                      64%
                                                                                                              91%
                                                                                                                            of those surveyed use   are not prepared            feel protected
      Brazil
                                                                                                                 93%
                                                                                                                             their car mainly for
                                                                                                                               their day-to-day
                                                                                                                                                         to live                when they are
                                                                                                  78%
                                                                                                                                   journeys.          without a car.             in their car.
      China
                                                                                                               92%

                                                                                                                                                               7 out of 10 motorists
                                                                                                              91%

                                                                                                                          9 out of 10 people
      Spain
                                                                                                                 92%
                                                                                            73%

      United States
                                                                                                        85%
                                                                                                  79%
                                                                                                                                                            are attached to their car
      France
                                                                                                  79%
                                                                                                              91%          associate cars                  mainly for practical reasons.
                                                                                                              91%
                                                                                                                           with freedom.

                                                                                                                                47%
      Italy
                                                                                            72%                                (like in 2017)
      Japan
                                                                                                           87%
                                                                                                  79%

      Netherlands
                                                                                                           87%
                                                                                59%

      Poland
                                                                                                                    96%
                                                                                                        86%

      Portugal
                                                                                                              90%
                                                                                              75%                         believe that the health
                                                                                                           88%
                                                                                                                           crisis has reinforced
      U. Kingdom
                                                                                              75%                         the feeling of freedom
                                                                                                             90%           their car gives them.
      Turkey
                                                                                                           87%

50                                                                                                                                                                                                           51
CARS: AN IMPOSSIBLE DIVORCE?

         THE REINVENTION
           OF A UNION
Derided but irreplaceable Criticised but essential Ostracised
but timeless Motorists are in a perpetual love-hate
relationship with cars. But like many couples who have gone
through difficult times and have always been able to talk
their way out of tough situations, it looks as though the pair
still have a bright future ahead of them. But this will require
the terms and scope of their union to be reinvigorated and
a new lifestyle to be adopted.

                                                                                  53
CARS: AN IMPOSSIBLE DIVORCE?

     COMPLEMENTARITY
                                                                 Fig. 31
                                                               Are you in favour of or opposed to urban planning that makes more space for sustainable modes of travel
                                                               (walking,  cycling, scooters,
                                                               of travel (walking,            etc.), evenetc.),
                                                                                    cycling, scooters,     if it even
                                                                                                                 means   penalising
                                                                                                                      if it         or restricting
                                                                                                                            means penalising       the use ofthe
                                                                                                                                              or restricting  cars?
                                                                                                                                                                 use of cars?
                                                               Select one answer only. Proportion “In Favour”.

     IS THE WATCHWORD
                                                               Source: L’Observatoire Cetelem de l’Automobile.
                                                                                                                                                                   EUROPEAN
                                                                                                                                                                             32%     15-COUNTRY
                                                                                                                                                                                                    35%
                                                                                                                                                                    AVERAGE 47%         AVERAGE     47%
                                                                                                  Strongly in favour     Somewhat in favour          In favour               79%                    82%
                                                                                                                                                       49%
                                                                South Africa                                                             37%
                                                                                                                                                                                            86%
                                                                                                                                   33%
                                                                Germany                                                                        43%
                                                                                                                                                                                   76%
                                                                                                                         24%
                                                                Belgium                                                                          44%
                                                                                                                                                                         68%
                                                                                                                                                         52%
     A DESIRE FOR CARS TO COHABIT WITH                          Brazil                                                                           44%
                                                                                                                                                                                      96%
     SUSTAINABLE TRANSPORT SOLUTIONS                                                                                         28%
     As we have seen, the status afforded to cars is being      China                                                                                                  64%
     called into question, especially in cities. However,                                                                                                                                          92%
     it appears that what people would like is not to                                                                                    37%
                                                                Spain                                                                                  50%
     remove them from the landscape, but rather to                                                                                                                                           87%
     establish an open relationship that leaves room                                                                                 34%
                                                                United States                                                                    44%
     for other, more forward-looking forms of transport,                                                                                                                             78%
     preferably carbon-free. Indeed, 82% of the                                                                              27%
     individuals surveyed believe that we can live with         France                                                                            46%
                                                                                                                                                                               73%
     fewer cars and more sustainable transport solutions                                                                           33%
     (Fig. 31). This desire for urban cohabitation, in every    Italy                                                                                        55%
                                                                                                                                                                                              88%
     sense of the word, is shared in all countries.
                                                                                                                       20%
     Once again, this is a topic that brings to light the       Japan                                                                                            57%
     usual geographic divides. On one side are the                                                                                                                                 77%
     strongest proponents of such ideas: the emerging                                                                    24%
                                                                Netherlands                                                                        47%
     and Mediterranean countries, as well as China.                                                                                                                          71%
     On the other are France, Germany and Belgium,                                                                                 32%
                                                                Poland                                                                               48%
     the three countries in which Green parties hold the                                                                                                                              80%
     most power, but where people are less vehement                                                                                                        53%
     in expressing such convictions, given that this form       Portugal                                                                   39%
                                                                                                                                                                                                   92%
     of cohabitation seems self-evident and has already                                                                        29%
     been partly implemented. Sales of traditional and          U. Kingdom                                                                              51%
                                                                                                                                                                                      80%
     electric bicycles (e-bikes), which were already
                                                                                                                                                             54%
     booming before the health crisis, in addition to the       Turkey                                                             33%
     development of cycle lanes in these countries and                                                                                                                                       87%
     others, are proof of this.
54                                                                                                                                                                                                                  55
CARS: AN IMPOSSIBLE DIVORCE?

       Fig. 32 / Context                                                                                                                          URBAN TRAFFIC RESTRICTIONS                                       and useful, more than half also believe that they
     Cycling infrastructure developed in response to COVID-19                                                                                     ARE ESSENTIAL, BUT ALSO                                          are too widespread and sufficiently restrictive
     Sources: (1) Le Parisien, (2) Paris City Hall, (3) Welovecycling, (4) The Boston Globe.                                                      TOO COMMON                                                       (Fig. 35). There seems to be a belief that the tipping
                                                                                                                                                  On the question of traffic restrictions, there is a              point between “carrot and stick” is about to be
                                                                                                                                                  similar degree of ambivalence: car use must be                   reached and there is no need to go any further.
                                      Temporary cycle paths set up in several major French cities, including 150 km in Paris
                                                                                                                                                  controlled, but not to excess. While 3 in 4 people               However, this has not prevented some countries
                                      and its suburbs(1)
      France
                                                                                                                                                  believe that road space rationing, congestion                    from planning a stricter future in which diesel and
                                      Paris(2)                                                                                                    charges and bans on certain vehicles are essential               petrol vehicles will be persona non grata in cities.
                                      “RER Vélo” project officially launched: 650                   km of cycle paths

                                      Brussels(3)
      Belgium
                                      40 km of new cycle paths and promotion of bicycle use
                                                                                                                                                    Fig. 34 / Context
                                      Milan(3)
      Italy                                                                                                                                       Key figures for low-emission zones
                                      Redevelopment of 35 km of public space, creation of new cycle paths and reduction of speed limits           Does not take into account jobs in non-manufacturing sectors (retail, rental, etc.).

                                                                                                                                                                                                                                  Almost 250
                                                                                                                                                  Sources: Transport & Environment, ADEME, Financial Times.

                                                                                                                                                                                   +40%
                                      Boston(4)
      United States
                                      Development of temporary                      cycle paths, with the intention of making them permanent

       Fig. 33 / Context                                                                                                                                                                                                      zones with traffic restrictions
                                                                                                                                                                        traffic-restricted zones
                                                                                                                                                                                                                                 in Europe in April 2020,
     Key figures for the electric bicycle (e-bike) market in Europe                                                                                                     between 2011 and 2020.
                                                                                                                                                                                                                             concentrated in the main cities.
     Sources: (1) Confederation of the European Bicycle Industry, (2) Market and Markets, (3) ECF, (4) Shimano.

                                      x2                                               3 million                                 17%                                             2030                         2040                         2030
                                                                                                                                                                                 A planned end to the sale of diesel and petrol vehicles

                      e-bikes sales in Europe                                       e-bike sold in Europe                  share of the bicycle

                                   23%                                                              1 in 4 Europeans
                            by 2025.(1)                                                  in 2019.(2)                           market.(3)

                                                                                                                                                                               Netherlands                    France                     United Kingdom

                        of e-bike sales                                                                would like to buy an e-bike
                   between 2018 and 2019.(3)                                                          or already own one in 2020.(4)

56                                                                                                                                                                                                                                                                           57
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