자동차 생산 동향 및 인사이트 : 세계(2025-2030년)

Global light vehicle production continued to expand moderately in 2025 despite ongoing economic uncertainty, shifting regulations, and the slowing transition toward electrification. This report examines how major automotive regions and OEM groups adapted to these pressures and restructured production strategies to remain competitive.

While growth patterns varied across markets, the leading OEM groups maintained their global dominance by sustaining strong internal combustion engine (ICE) output alongside diversified hybrid and electric portfolios.

China remained the largest and most influential production base, supported by an unmatched density of manufacturing facilities and rapid scaling of new energy vehicle powertrains across domestic OEMs.

In the rest of the APAC (excluding China), production declined modestly as OEMs prioritized stable utilization over growth. SUVs continue to dominate output, and India remains the primary capacity expansion and export base.

In North America, the United States remains the production anchor with more than 10 million light vehicles annually, supported by large-scale OEM localization investments. However, tariffs and political exposure now shape plant allocation decisions alongside cost and demand. EV-only plants face lower utilization, prompting a shift toward hybrids, SUVs, and pickups, while Mexico continues as a high-volume ICE and SUV hub within a risk-adjusted framework.

In South America, Brazil is strengthening its export role to Argentina, while EV penetration reaches record levels. The MOVER program links incentives to localized production and R&D, though high interest rates moderate aggressive expansion.

Europe’s vehicle production is slowing due to weak demand and rising unsold inventory. While Chinese imports continue trying to gain market share despite tariffs, they are not the main reason. The main cause is the difficult shift to EVs by European automakers. The European Union has relaxed the 2035 targets, allowing more ICE vehicle production.

Overall, production strategy is shifting from scale-driven expansion to capital discipline, localization depth, and geopolitical risk management. Legacy OEMs are recalibrating manufacturing models under electrification, margin pressure, and rising trade risks.

Scope and Segmentation

• Scope of Analysis
• Vehicle Segmentation
• Ecosystem Participants

Growth Environment: Transformation in Automotive Production

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8TM
• The Impact of the Top 3 Strategic Imperatives on the Automotive Production Industry

Growth Opportunity Analysis

• Growth Drivers
• Growth Restraints
• Key Takeaways

Growth Environment

• Global Light Vehicle Production
• Global Vehicle Manufacturer Production Numbers
• Number of Models Produced by OEM Group
• Light Vehicle Production by Region
• Global Light Vehicle Production by Vehicle Segment
• Top Six Countries and Key OEMs in Light Vehicle Production
• Global EV Battery Production Partnerships
• Global Production of Top 10 Light Vehicle Models
• Key OEMs and Their Important Production Bases
• Global Key Production-Related Partnerships, 2025
• Global Light Vehicle Production Forecast

Regional Production Outlook: Europe

• Light Vehicle Production Landscape
• Production by Top 10 OEMs
• Top Production Plants
• Production Zone Analysis
• Production Capability Highlights by OEM
• Future Production Lineups
• Recent Production-Related Investments
• Trends and Events in the Production Landscape

Regional Production Outlook: North America

• Light Vehicle Production Landscape: North America
• Production by Top 10 OEMs
• Production Zones and Top Production Plants
• OEM Response to Tariff Exposure
• Future Production Lineups
• Production Capability Highlights by OEM
• Recent Production-Related Investments
• Trends and Events in the Production Landscape

Regional Production Outlook: South America

• Light Vehicle Production Landscape
• Production by Top 10 OEMs
• Production Zones and Top Production Plants
• Production Capability Highlights by OEM
• Recent Production-Related Investments
• Trends and Events in the Production Landscape

Regional Production Outlook: APAC (excluding China)

• Light Vehicle Production Landscape: APAC
• Production by Top 10 OEMs
• Production Zones and Top Production Plants
• Future Production Lineups
• Production Capability Highlights by OEM
• Recent Production-Related Investments
• Trends and Events in the Production Landscape

Regional Production Outlook: China

• Light Vehicle Production Landscape
• Production by Top 10 OEMs
• Production Zones and Top Production Plants
• Future Production Lineups
• Recent Production-Related Investments
• Trends and Events in the Production Landscape

Growth Opportunity Universe

• Growth Opportunity 1: Regionalized Platforms to Absorb Tariff and Trade Volatility
• Growth Opportunity 2: Selective Vertical Control Over Cost-Critical Technologies
• Growth Opportunity 3: Flexible Powertrain Production to Manage Uneven Electrification

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer