Pesquisa de mercado automotivo e clínicas de automóveis

Pesquisa de mercado automotivo e clínicas de automóveis

Pesquisa e Estratégia de Mercado Internacional da SIS


The automotive market is undergoing four simultaneous transitions: powertrain, software, retail, and ownership. Winners are treating them as one integrated commercial question, not four engineering programs.

That reframing is what separates OEMs gaining share from those defending it. Automotive market research is no longer a validation exercise for product plans already approved. It is the primary tool executives use to sequence billion-dollar bets across battery chemistry, ADAS tiers, dealer footprint, and data platforms. The firms compounding advantage right now share a specific analytical posture, and it is visible in how they scope their questions.

O que é pesquisa de mercado automotivo e por que ela é importante?

A pesquisa de mercado automotivo não consiste apenas em contar o número de carros vendidos ou identificar a cor mais popular da estação. É uma abordagem multidimensional que procura compreender as nuances das preferências dos consumidores, a dinâmica do mercado, os cenários competitivos e as mudanças tecnológicas emergentes.

Ele fornece às organizações insights e dados para conceituar, fabricar e personalizar veículos de acordo com os desejos e percepções de seus clientes. A pesquisa também orienta o desenvolvimento de novos anúncios, mensagens e materiais de marketing. À medida que as novas tecnologias são cada vez mais incluídas nos produtos automóveis, a inovação é uma prioridade essencial para muitos fabricantes de automóveis e fabricantes de equipamento original (OEM).

Why Automotive Market Research Now Drives Capital Allocation, Not Just Product Planning

Historically, automotive research answered “what should this vehicle look like.” The strategic question has shifted to “where should the next dollar of capex go.” Battery gigafactory commitments, software-defined vehicle platforms, and dealer consolidation each carry ten-year payback horizons and non-recoverable commitments.

That has moved market intelligence upstream. Product clinics still matter, but the higher-value work now sits at the portfolio level: cross-region powertrain mix modeling, ADAS feature willingness-to-pay by segment, and connected services attach-rate forecasts. 

The practical consequence is fewer stranded assets. OEMs using integrated scenario modeling have been able to defer or accelerate BEV platform investments by one to two model cycles based on evolving evidence, rather than committing on original launch timelines.

How Research Turns Data Into Decisions

The automotive market research process, narrowing from broad data gathering to focused strategy that drives confident decisions

Source 1: SIS International Automotive Market Research
Stage widths are illustrative of how research narrows toward decisions, not measured values.

Electric Vehicle Market Analysis Requires Regional, Not Global, Assumptions

The single biggest error in electric vehicle market analysis is applying a global adoption curve to regional P&Ls. China, Norway, Germany, California, and Texas are on entirely different trajectories driven by charging density, incentive structure, grid mix, and consumer segment behavior.

Serious EV market analysis now segments by corridor and use case. Fleet electrification total cost of ownership works in urban last-mile delivery well before it works in long-haul. Retail BEV adoption in Germany is being paced by home-charging access in multi-family housing, not vehicle price. In the US, the gap between coastal early adopters and interior markets is widening, which changes dealer allocation logic entirely.

EV battery chemistry benchmarking has become a commercial exercise, not a technical one. LFP versus NMC versus emerging sodium-ion decisions now hinge on regional raw material exposure, warranty economics, and second-life residual value, all of which require primary intelligence from cell manufacturers, recyclers, and fleet operators. BYD, CATL, LG Energy Solution, and Northvolt are pursuing structurally different chemistry roadmaps, and OEM sourcing strategy has to be built against that reality.

ADAS Adoption Curves Analysis Is Where Margin Is Being Won

ADAS is the clearest example of software-defined margin. Level 2+ features are becoming table stakes. Level 3 conditional automation is where premium OEMs are testing subscription and one-time-unlock pricing models that structurally change vehicle lifetime revenue.

Competitor analysis of Level 3 ADAS features now goes beyond specification comparison. It requires understanding which OEMs have secured regulatory approval in which jurisdictions, how insurance underwriters are pricing liability transfer, and what customers will actually pay for hands-off, eyes-off driving. Mercedes-Benz Drive Pilot, BMW Personal Pilot, and the evolving Tesla FSD positioning each represent different bets on the same underlying question.

Informações regionais

Os insights regionais são cruciais na pesquisa do mercado automotivo, fornecendo perspectivas valiosas sobre a dinâmica do mercado, o comportamento do consumidor e os cenários competitivos em diferentes regiões geográficas. Aqui estão alguns insights regionais importantes a serem considerados:

América do Norte:

O mercado automóvel norte-americano é caracterizado por mercados maduros, como os Estados Unidos e o Canadá, onde as preferências dos consumidores, as condições económicas e os requisitos regulamentares impulsionam as vendas automóveis. Nos últimos anos, a região tem testemunhado uma procura crescente por veículos eléctricos (EV), SUVs e camionetas, bem como um interesse crescente em sistemas avançados de assistência ao condutor (ADAS) e tecnologias de automóveis conectados.

Europa:

O mercado automóvel europeu é caracterizado por regulamentações rigorosas em matéria de emissões, pela mudança das preferências dos consumidores para veículos eléctricos e híbridos e pelo aumento dos investimentos em tecnologias de condução autónoma. Além disso, a região assistiu a um aumento nas plataformas de partilha de automóveis e de mobilidade como serviço (MaaS), impulsionadas pelas tendências de urbanização e iniciativas de sustentabilidade.

Ásia-Pacífico:

The Asia-Pacific region is the largest automotive market globally, with countries such as China, Japan, and India driving demand for automobiles due to population growth, urbanization, and rising incomes. In China, the world's largest automotive market, government incentives for electric vehicles and advancements in technology and infrastructure are fueling growth in the electric vehicle segment. In India, increasing urbanization and infrastructure development drive demand for passenger vehicles, while the commercial vehicle segment remains robust due to logistics and transportation needs.

América latina:

As diversas preferências dos consumidores, a volatilidade económica e os desafios regulamentares impulsionam o mercado automóvel. Países como Brasil e México são mercados automotivos importantes na região, com demanda crescente por veículos de passageiros, caminhões leves e veículos comerciais. No entanto, o crescimento do mercado na América Latina é frequentemente influenciado por flutuações cambiais, instabilidade política e políticas comerciais, exigindo que as empresas enfrentem incertezas e adaptem as suas estratégias em conformidade.

The Automotive Industry in Numbers

A snapshot of the scale of global car sales and the rapid shift toward electric vehicles

Source 1: Global Electric Vehicle Outlook
Source 2: SIS International Automotive Market Research

Connected Vehicle Data Monetization Strategies Are Maturing Beyond Pilots

Every OEM has a connected car data strategy slide. Very few have a P&L. The commercial models that are working share three characteristics: they identify a specific external buyer (insurers, municipalities, fleet managers, mapping providers), they respect emerging data governance regimes including GDPR and the EU Data Act, and they are priced against a substitute rather than against imagined value.

Market research on connected car data monetization has to answer buyer-side questions first. What are commercial fleet operators actually paying for telematics data today, and from whom. What price sensitivity do property and casualty insurers show for real-time driving behavior data versus what they already receive from OBD dongles. What do HD mapping providers pay per vehicle-mile for road condition data. Without those benchmarks, internal monetization models default to top-down TAM estimates that do not survive contact with procurement.

Automotive Dealer Network Optimization in the Agency Model Era

The future of automotive retail is not the death of the dealer. It is the restructuring of the dealer's role. Agency models being tested by Volvo, Mercedes-Benz, and Stellantis brands shift inventory risk and pricing control to the OEM while keeping the dealer as the physical fulfillment and service touchpoint.

Automotive dealer network optimization now requires modeling three variables together: catchment demographics, service revenue potential over a ten-year installed base, and BEV-specific requirements including charging infrastructure and high-voltage technician capacity. Rooftop consolidation makes sense in some markets and destroys share in others, and the difference is measurable through primary research with existing customers on drive-time tolerance and service loyalty.

The Four-Lens Framework for Automotive Portfolio Decisions

LensCore QuestionPrimary Research Method
PowertrainWhat mix by region and segment through the late 2020s?Consumer segmentation, TCO modeling, dealer interviews
ProgramasWhat features drive willingness to pay?Conjoint analysis, feature clinics, subscription testing
VarejoWhere does agency win vs franchise?Dealer interviews, catchment modeling, customer journey mapping
DadosWho pays, how much, for what?B2B buyer interviews, price benchmarking, use case validation

Fonte: SIS International Research

Oportunidades em pesquisa de mercado automotivo

• Personalização baseada em dados: Com a explosão de dados provenientes de carros conectados, as empresas têm uma oportunidade sem precedentes de oferecer serviços personalizados. A pesquisa de mercado permite que as empresas analisem padrões, preferências e comportamentos dos consumidores para criar ofertas personalizadas.

• Parcerias com gigantes da tecnologia: A parceria com gigantes da tecnologia pode ser um movimento estratégico à medida que os carros se transformam em centros de tecnologia móvel. Colaborações com empresas como Apple, Google ou Amazon podem elevar a experiência no carro. Os insights da pesquisa de mercado automotivo podem ajudar a identificar as integrações mais lucrativas e procuradas.

• Opções de financiamento inovadoras: With a shift away from traditional car ownership towards leasing and subscription models, there's an opening for innovative financing solutions.

• Investimentos em tecnologia verde: À medida que a sustentabilidade se torna fundamental, investir em tecnologias verdes, desde o desenvolvimento de baterias até materiais leves, é lucrativo. A pesquisa do mercado automotivo pode orientar os investimentos, identificando tecnologias com maior potencial de ROI.

• Diversificação em Serviços de Mobilidade: Beyond selling cars, there's an opportunity to offer mobility services. Ride-sharing, car-sharing, and e-scooter services are booming in urban areas. This market research can help businesses find the right niche and market segment for expansion.

Desafios da pesquisa de mercado automotivo para empresas

• Regulamentações rigorosas: Os governos de todo o mundo estão a estabelecer metas agressivas de emissões, segurança e integrações tecnológicas. Essas regulamentações variam significativamente entre os países, tornando complexa a pesquisa do mercado automotivo global.

• Interrupções na cadeia de suprimentos: A cadeia de abastecimento automóvel está sob pressão, desde a escassez de semicondutores até interrupções devido a eventos globais. A investigação de mercado deve antecipar esses desafios e o seu impacto no sentimento do consumidor e no comportamento de compra.

• Altos riscos de investimento: A indústria automóvel exige elevados investimentos de capital, especialmente quando se aventura em novas tecnologias. A pesquisa de mercado automotivo visa garantir que esses investimentos sejam baseados em dados e estrategicamente sólidos.

What the Best Automotive Market Research Programs Do Differently

Three patterns separate leading programs from the rest.

First, they run continuous tracking rather than episodic studies. Powertrain preference, ADAS willingness-to-pay, and brand consideration shift quarterly in current market conditions, and annual studies miss the inflection points that matter for capital allocation.

Second, they invest as heavily in supply-side intelligence as demand-side. Battery cell pricing, semiconductor allocation, tier-one supplier capacity, and charging network buildout all move faster than consumer preference and often determine what is commercially possible before customer demand becomes the constraint.

The OEMs and suppliers gaining share right now are not the ones with the biggest research budgets. They are the ones asking sharper questions and connecting the answers to capital decisions faster than the cycle demands.

Automotive market research, done at this level, is a competitive weapon rather than a reporting function. The next decade will reward the executives who treat it that way.

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Como a pesquisa de mercado automotivo da SIS International ajuda as empresas

SIS International offers comprehensive automotive market research solutions designed to help businesses navigate the complexities of the automotive industry and achieve their strategic objectives. Here's how our services can benefit businesses:

Reduza o risco:

SIS International's automotive market research helps businesses mitigate risks associated with product development, market entry, and strategic decision-making. 

Aumente a receita:

Nossa pesquisa de mercado automotivo oferece às empresas informações valiosas sobre a demanda do mercado, o comportamento do consumidor e o posicionamento competitivo, permitindo-lhes desenvolver estratégias direcionadas que impulsionam o crescimento das receitas. 

Economize dinheiro e tempo:

Our automotive market research helps businesses make informed decisions quickly and efficiently, minimizing wasted resources and accelerating time-to-market for new products, services, and initiatives. 

Acelere o crescimento e a inovação:

SIS International's automotive market research gives businesses the insights and intelligence to drive growth and innovation in a rapidly evolving industry landscape. 

Aumente o ROI:

Em última análise, a parceria com a SIS International para pesquisas de mercado automotivo proporciona um retorno sobre o investimento (ROI) tangível, permitindo que as empresas tomem decisões mais inteligentes e estratégicas que impulsionam o crescimento, a lucratividade e o sucesso a longo prazo.

Perguntas frequentes

What is automotive market research used for at the executive level?

It informs capital allocation decisions across powertrain investment, ADAS feature roadmaps, dealer network structure, and connected vehicle data monetization. At the C-suite, it is used to sequence billion-dollar commitments rather than validate product specifications.

How is EV market share forecast to evolve versus ICE through the late 2020s?

Regional divergence will dominate. China, Northern Europe, and coastal US markets will approach BEV parity with ICE in new-vehicle sales well before interior US and most emerging markets, making global forecasts commercially useless for regional P&L planning.

What is the most effective way to conduct competitor analysis of Level 3 ADAS features?

Combine specification benchmarking with jurisdiction-by-jurisdiction regulatory approval mapping, insurance liability positioning, and primary willingness-to-pay research once features are unbundled from base vehicle price.

How should OEMs evaluate connected car data monetization opportunities?

Start with buyer-side benchmarking. Interview insurers, fleet operators, municipalities, and mapping providers to establish what they actually pay for equivalent data today, then price against those substitutes rather than top-down TAM estimates.

What is driving automotive dealer network optimization decisions today?

The agency model shift, BEV service requirements, and changing catchment economics. Optimization now requires joint modeling of demographics, ten-year service revenue potential, and high-voltage infrastructure investment per rooftop.

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Sobre SIS Internacional

SIS Internacional oferece pesquisa quantitativa, qualitativa e estratégica. Fornecemos dados, ferramentas, estratégias, relatórios e insights para a tomada de decisões. Também realizamos entrevistas, pesquisas, grupos focais e outros métodos e abordagens de Pesquisa de Mercado. Entre em contato conosco para o seu próximo projeto de pesquisa de mercado.

Foto do autor

Ruth Stanat

Fundadora e CEO da SIS International Research & Strategy. Com mais de 40 anos de experiência em planejamento estratégico e inteligência de mercado global, ela é uma líder global confiável em ajudar organizações a alcançar sucesso internacional.

Expanda globalmente com confiança. Entre em contato com a SIS Internacional hoje mesmo!

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