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December 3, 2024 \u7f57\u5170\u8d1d\u683c Roland Berger<\/p>\n\n\n\n
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This report highlights that as governments worldwide accelerate their net-zero agendas, the electrification of transport has become an inevitable trend. Southeast Asia, one of the few regions still sustaining steady passenger vehicle growth, is rapidly emerging as a strategic hub for electric vehicles. By 2030, new energy vehicles, including hybrids, plug-in hybrids, and battery electric vehicles, are expected to account for 38% of the market. Against this backdrop, the key question is no longer whether EVs will grow in Southeast Asia, but how fast and how large, with disruptive implications for the industry.<\/p>\n\n\n\n
Shifting consumer demand plays a critical role in this transformation. Younger generations in Southeast Asia demonstrate strong environmental awareness and enthusiasm for smart technologies, making them more open to EV adoption and new brands. Meanwhile, the dominance of Japanese automakers is under increasing pressure, as Chinese brands rapidly rise with clear advantages in speed, cost efficiency, and technology, reshaping the region\u2019s competitive landscape.<\/p>\n\n\n\n
The report further notes that electrification is driving fundamental changes in sales models and aftersales services. Traditional dealer-based systems are being challenged by direct and agency sales approaches, while the reduced need for conventional parts is expected to diminish profitability in the aftermarket. For OEMs, building differentiated brand identities, optimizing product portfolios, and innovating business models are essential to maintaining relevance in the new normal.<\/p>\n\n\n\n
Strategically, Southeast Asia should be regarded not merely as a market option but as a vital component of global expansion. By committing to long-term investments, forging ecosystem partnerships, and establishing clear brand strategies, automakers can capture opportunities and leverage the region as a production and export base to serve broader markets. The report urges industry leaders to act decisively, as adherence to traditional pathways risks erosion of competitiveness and eventual marginalization.<\/p>\n\n\n\n