Black sedan

Vehicle ownership in India over the years

Vehicle ownership (per 1000 people);
Source: CEIC data & Union AMC Internal Research

Automobiles are expected to see multiple changes in terms of architecture, features, and fuel dependence. This may drive good growth across many ancillary products & industries over the coming years.

black sedan

Evolution Of Automobiles

Vehicle ownership in India
over the years

Vehicle ownership (per 1000 people);
Source: CEIC data & Union AMC Internal Research

Automobiles are expected to see multiple changes in terms of architecture, features, and fuel dependence. This may drive good growth across many ancillary products & industries over the coming years.

[ wire harnessing ]

Driver responsible for all driving

LEVEL 0

Driver responsible for driving & overseeing system

Lateral and/or longitudinal assistance

LEVEL 1/2

Driver supervises system
for take-over

Lateral and longitudinal automation

LEVEL 2+

Driver aware for take over

System responsible with driver fall-back

LEVEL 3

No driver interaction in ODD*

LEVEL 4/5

Source: Aptiv Investor Presentation Feb 2023; *Operational Design Domain (ODD)

Driver responsible for all driving

LEVEL 0

Driver responsible for driving & overseeing system
Lateral and/or longitudinal assistance

LEVEL 1/2

Driver supervises system for take-over
Lateral and longitudinal automation

LEVEL 2+

Driver aware for take over
System responsible with driver fall-back

LEVEL 3

No driver interaction in ODD*

LEVEL 4/5

Source: Aptiv Investor Presentation Feb 2023; *Operational Design Domain (ODD)

Factors driving growth

Rising share of Battery- operated vehicles

Demand for premium offerings: Infotainment systems, ADAS*, Increased use of electricals, Increased safety features, etc.

Rising income levels and environmental awareness inducing leap-frog change into these factors

Source: Union AMC Internal Research *Advanced Driver Assistance Systems (ADAS)

Automobile Benficiaries