While our headline growth forecast for 2014 has been revised up slightly to 3.3%, the bigger revisions come in the balance between segments, with an upward revision for light truck sales and downward for passenger car sales. Our view that light truck sales will outperform is also playing out, although outpacing our initial expectations with 5M14 segment sales up 7.9% year-on-year (y-o-y).

BMI Industry View 7

SWOT 8

Political 9

Economic 10

Industry Forecast 11

Production, Sales and Trade 11

      Table: Autos Total Market - Historical Data And Forecasts (Canada 2012-2018) 11

      Production 13

Passenger Vehicles 14

      Table: Passenger Car Market - Historical Data And Forecasts (Canada 2012-2018) 14

      Table: Canada - Top 10 New Light Vehicle Sales 2013 (CBUs) 15

      Table: Canada - Top 10 New Light Vehicle Sales 5M14 (CBUs) 16

Commercial Vehicles 17

      Table: Commercial Vehicle Market - Historical Data And Forecasts (Canada 2012-2018) 17

      Table: Class 5 Truck Sales By Brand 2013 18

      Table: Class 6 Truck Sales By Brand 2013 18

      Table: Class 7 Truck Sales By Brand 2013 19

      Table: Class 8 Truck Sales 2013 19

      Table: Class 5 Truck Sales 4M14 20

      Table: Class 6 Truck Sales 4M14 20

      Table: Class 7 Truck Sales 4M14 21

      Table: Class 8 Truck Sales 4M14 21

Suppliers 21

Macroeconomic Forecasts 25

      Table: Canada - Economic Activity 27

Industry Risk/Reward Ratings 33

Americas - Risk Reward Ratings 33

      Table: Americas Autos Risk Reward Ratings 35

Company Profile 36

Industry Trend Analysis 36

Ford Motor 39

General Motors 40

Regional Overview 41

Americas Overview 41

Global Industry Overview 46

      Table: Passenger Car Sales March 2014 46

European Growth Gathers Momentum 46

Japan Prepares For Tax Fallout 48

China Wobble Adds To BRIC Weakness 49

Demographic Forecast 52

Demographic Outlook 52

      Table: Canada's Population By Age Group, 1990-2020 ('000) 53

      Table: Canada's Population By Age Group, 1990-2020 (% of total) 54

      Table: Canada's Key Population Ratios, 1990-2020 55

      Table: Canada's Rural And Urban Population, 1990-2020 55

Methodology 56

Industry Forecasts 56

Sector-Specific Methodology 57

Sources 57

Risk/Reward Ratings Methodology 58

      Table: Automotive Risk/Reward Ratings Indicators And Weighting Of Indicators 59

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