Annual Report 2020 The automotive industry in facts and figures Annual Report 2020 – TheAnnual automotive Report industry 2020 facts in figures and Annual Report 2020. The automotive industry in facts and figures. 2 Foreword Foreword 3 Foreword commercial vehicle markets in particular. throughout Europe! This also requires need to forge further alliances in order to Ladies and gentlemen, dear readers, In view of this very difficult situation, we political action. Wrongly implemented, the develop forward­looking solutions. expect the German government to sup­ course of the EU Commission, especially The coronavirus pandemic poses challen­ ated with the car: artificial intelligence port a European fleet renewal program against the background of the coronavirus Shaping future­proof mobility that is ges to all areas of life that we have not opens the door to automated driving – for heavy­duty commercial vehicles or to crisis, can further aggravate the already climate­friendly, environmentally and experienced since the Federal Republic safer and more efficiently than ever tackle this project at national level. discernible economic and social burdens economically sustainable, socially minded of Germany came into existence. The before. Digital platforms allow us to and endanger jobs as well as the competi­ and customized is a historic task. But the economic consequences for the people combine the most diverse mobility The German government’s economic stim­ tiveness of companies and thus Europe. German automotive industry has every­ in our country are also often far­reaching solutions – tailored to every situation. ulus package to deal with the economic thing it takes to achieve this! An industrial and for many without precedent. As the New communication technologies allow consequences of the coronavirus crisis By 2030, the focus will be on a rapid core that is unique in this form worldwide, key industry in Germany, it is the primary the exchange of data between people, rightly contains a clear technology and ramp­up of electromobility. Particularly in with a mixture of large companies and goal of the automotive sector to remain vehicles and infrastructures. In addition, infrastructure policy component. Never­ view of the major goal of climate­neutral many powerful, successful medium­sized the driving force in the transformation to the expansion of renewable energies theless, in addition to the commitment transport, however, we will need all drive companies throughout the country. Excel­ the mobility of the future. is an important basis for our industry announced by policy­makers, we also options – including e­fuels and hydro­ lent research facilities, creative founders, to play its part in making transport need a monitoring of results to ensure that gen, for example. We need these in order developers and engineers who are also Europe can and must be the continent climate­neutral by 2050. The develop­ the nationwide 5G networks planned for to address the existing fleet. The great leaders in the field – that is of key impor­ that combines an effective climate pro­ ment of these technologies is a joint 2025 are actually built; that the potential challenge of combating climate change tance right now: Transforming innovations tection policy with an efficient economic task of science, companies from all of hydrogen as a climate­friendly energy can only be met if we are open to all into practical applications. and industrial policy. The automotive sectors and policy­makers, who must carrier is tested in all sectors; and that the technologies. In our view, a tightening of industry wants to be a key driver of set the framework for achieving this. For ramp­up of electromobility is not slowed climate targets means that hydrogen and As you read the VDA Annual Report, I hope innovation and jobs and is committed to example, the comprehensive expansion down by a lack of charging infrastructure. regenerative fuels will have to be used you will discover exciting insights into the the goal of climate neutrality by the year and restructuring of our infrastructure much more in the future than they have many different topics and challenges that 2050. The way out of the crisis towards is an absolute prerequisite to ensure The German automotive industry sup­ been up to now. After all, they affect the the VDA and its members face together. the “mobility of the future,” combined Germany not only remains globally ports the Paris climate protection goals entire vehicle fleet, not just new registra­ with the complexity of digitalization, will competitive, but is also a leader. and the EU goal of becoming the first tions. In addition, the modern and highly I look forward to engaging in dialog challenge us all to the greatest possible climate­neutral continent by 2050. The EU efficient combustion engine, preferably with you! extent. There are still challenging times The German automotive industry is today Commission’s European Green Deal ba­ also as a hybrid, will be needed for many ahead for the German automotive indus­ already heavily involved in all the tech­ sically opens up the possibility of not only years to come. With e­fuels, it can make a try and for many of our companies. nology fields of tomorrow. Over 130,000 driving climate protection policy forward contribution to climate­neutral mobility. people work in the research and devel­ more ambitiously, but also more effectively. The road to tomorrow’s mobility consists opment departments of manufacturers However, the “2030 Climate Target Plan” As this VDA Annual Report shows, we Hildegard Müller, President of several paths. It is a matter of using and suppliers. More than every third presented in September 2020 still raises draw our strength from the diversity of Verband der Automobilindustrie e. V. digitalization to shape networked and euro invested in research and develop­ questions. The EU Commission wants to our industry. From companies that drive automated driving. But we also need ment by the German economy comes reduce EU­wide CO2 emissions by at least innovation and already have the solution a circular economy in which materials from the automotive industry. By spend­ 55 percent by 2030 – the previous plan for the day after tomorrow in mind. From are designed for reuse right from the ing EUR 50 billion on new drive systems was to cut emissions by 40 percent. In this companies in the passenger car and development stage, and in which we use alone and a further EUR 25 billion on context, the CO2 fleet limits for passenger commercial vehicle industry, manufactur­ raw materials in a resource­conserving digitalization by 2024, our industry is cars, which were only adopted two years ers of buses, trailers and bodies, and the manner. And last but not least, the aim is investing heavily in transformation. ago, are to be tightened from minus supply industry, some of which can look to reduce CO2 emissions in the transport 37.5 percent to minus 50 percent by 2030. back on more than 100 years of experi­ sector with an intelligent and demand­ But if the driving force of the EU econ­ ence and success. And from emerging oriented mix of drive technologies in omy does not soon restart vigorously, This means that the new car fleet will then companies such as development service line with Paris climate protection goals. liquidity will become scarce in more and be allowed to have an average fuel con­ providers and start­ups, which are asking Concepts for the mobility of the future are more companies – especially in our me­ sumption of just over two liters. This ex­ with a fresh perspective whether things needed that are geared to the reality of dium­sized member companies from the tremely ambitious target will probably only could be done in a completely different people’s lives and their individual needs – supplier and commercial vehicle sector. be achievable if the proportion of electric way. In many areas, we are very success­ in the city as well as in the countryside. As a result, the funds for important future vehicles rises to at least 60 percent of ful in turning ideas into usable products investments will be lacking. The effects of new cars within ten years. This will require and bringing them to market nationwide. Tomorrow’s mobility will also grow out the coronavirus and a significant cyclical a committed, rapid and comprehensive In some areas, especially in the digital of innovations that are not only associ­ downturn have dealt a severe blow to the expansion of the charging infrastructure – sector, we can do even better. Here, we Annual Report 2020. The automotive industry in facts and figures. 4 CONTENT CONTENT 5 Content Automotive Industry and its Markets 8 01 Current State of the Automotive Business: First Half of 2020 10 The 2019 Automotive Year: Key Figures and Data 12 Research and Development 14 International Markets 15 German Market 18 Production and Export of German Car Manufacturers 20 Economic Situation of the Supply Industry 22 Traffic and Infrastructure 80 Suppliers and Small and Medium­sized Enterprises 23 Economic Situation of the Commercial Vehicle Industry 27 04 Infrastructure 82 Markets for Commercial Vehicles and Buses 28 Passenger Traffic 85 Markets for Trailers and Bodies (incl. Employment) 30 Future Mobility 86 VDA’s Manufacturer Group II and its Emphasis on Small and Medium­sized Enterprises 31 The Chinese Market and its Peculiarities 32 Significance of the Aftermarket 34 Automotive Banks and Leasing Companies Offer Stability during the Crisis 40 Economic and Climate Policies