Mijn post in het Q3 CC-draadje ook maar even hier geplaatst:
Wat mij opviel is dat de orderintake Automotive wordt berekend op basis van de huidige take-rates (25%). Dat lijkt mij allemaal veel te voorzichtig. Meer en meer automobilisten kiezen voor entertainment in de auto en ook voor de real-time traffic services.
Ik heb het gevoel dat wij op dit punt zand in de ogen gestrooid krijgen en dat er de komende jaren een veel hogere omzetgroei gaat komen uit Automotive. Volgens de CEO van Harman en marktexperts zoals Gartner groeien de take-rates nu zo'n 3%-4% per jaar gaat er over 1 a 2 jaar een grote groeiversnelling komen in de take-rates.
Uit de Q4-2015 CC van Harman:
And the next question is from the line of Chris McNally with Evercore ISI. Please go ahead.
Chris McNally - Evercore ISI
Hi. Good afternoon, guys. Chris McNally of Evercore ISI. I just wanted to follow-up on the question that Joe asked in regards to the penetration and the take rates, you gave a lot of detail. I just wanted to see if we could get a little bit more specific in terms of where the penetration is surprising to the upside, whether that's by region or maybe even specifically vehicle type?
Dinesh C. Paliwal - Chairman, President & Chief Executive Officer
So, yeah, it's multiple questions, but it's okay. We have answered that before. Let me just reiterate again. So, first of all, the high-end luxury cars, they have very high penetration, almost near 100%. Then it comes to mid-segment car, where we or HARMAN has the highest opportunity to benefit, there it runs right around 30% to 35% take rates, and then the entry car runs in a low single-digit.
And there again, it's a mixture of display audio or Infotainment. So it's a mixture. Then when it comes to geography, Japan still leads the world in penetration, they run between 60%, 65%, but they can still grow, especially connectivity will give them another jolt in push. Europe and America continue to grow and biggest opportunity will come in Emerging Markets, where particularly China, where we expect 25 million, 30 million cars to be sold by 2025 and China high system already showing signs of accelerated take rate improvement.
So all-in-all, if I wrap it up by saying, look, we're seeing so far straight line 3%, 4% increase year-over-year, but at some point in time and I think we are probably one or two model year out when we start to see exponential growth, because if we all believe and I do believe that all the research coming out from car industry and the Gartner's and IHS, it is a 60% to 65% penetration worldwide of the car. And by the way, where are we today? 24%. So going from 24% to 60% to 65%, whether it takes five years or seven years, it doesn't matter, it's still a massive growth. So we will benefit immensely in that growth space.