Global Autos Clash of the Titans: The Race for Global Leadership

of ContentsClash of the Titans: At a Glance 4Executive Summary – Benchmarking the Global Titans 5Global Benchmarking Exercise: Summary Scorecard 8Critical Drivers of Success – a Recipe for the Perfect Car Maker 9Why Focus on the Big-4 Titans? 10Section 1 – Benchmarking the Global Titans 12Race to the Top: Toyota Back in the Lead – But for How Long? 13Platform Strategy: Making Sense (and Profit) Out of Scale 16Capacity Planning and Utilisation 21Product Investment: Who’s Spending What? 24Labour Productivity 27Brand and Product Portfolio Management 29Geographic Exposure: Right Place, Right Time? 32Segment Exposure: Picking the Right Battles 38Section 2 – What Could Go Wrong, What Could Go Better? 41Crash of the Titans – When Scale Went Wrong 42Hyundai-Kia: Building Capacity Outside Korea Is Critical 44GM: The Path to $7 of EPS 45Toyota: Cost and Quality No Longer the Whole Story 47Volkswagen: Re-Born in the USA – VW’s