APRIL2023WillConnectedCarsBeaBoonorBustfortheAutomotiveAftermarket?TheUSaftermarkethasbeengrowingby5%ayear,toitscurrentmarketsizeof$357billionSources:S&PGlobal;USCensus;MEMAAftermarketSuppliersanalysis;BCGanalysis.ALLFIGURESIN$BILLIONSFORFISCAL-YEAR2022Thenumbersinwhiteareprofit,andthenumbersinbrightgreenarerevenue.Distributors/retailers$21$141Dealers$14$103Independentinstallers$15$175Suppliers$13$88DIY$78OEMs$16$65PartsandlaborPartsonlyTotalaftermarketProfit=$80billionRevenue=$357billionIncreasedconnectivitychangeshowvehiclescanbeservicedintheaftermarket—whichwillreshapeprofitpoolsforaftermarketplayersSource:BCGanalysis.Note:Foreachusecasethatassumesami...
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