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  "documentTitle": "Vehicle-as-a-Service From vehicle ownership to usage-based subscription models",
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  "notes": "The chart shows a stacked bar growth trajectory from 2020 to 2025.",
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      "text": "By 2025, more than €22bn of new annual auto financing will shift to the subscription segment – and it’s up for grabs by new players.",
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      "text": "Fig. 3 - Subscription share of new vehicle registrations in EU5 markets for private & corporate customers* (in €bn)",
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      "text": "Annual auto financing volume: €22bn",
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      "text": "Our base case scenario estimates that 8 percent of all new vehicle registrations in the relevant customer segments* will be based on subscription models by 2025. In a disruptive scenario fueled by the increased demand for personal mobility during the COVID-19 crisis, the market share for subscriptions could increase upwards of 10 percent. We expect total European vehicle sales to remain flat after they recover from the current crisis, so we can only expect to achieve growth on this scale at the expense of other (existing) market segments. The majority of subscription sales will probably displace former leasing business, which is the auto finance product on today’s market that comes the closest in terms of service and flexibility for end customers. That means more than €22bn of new annual car financing will be up for grabs for new subscription providers by 2025 (i.e., more than 10% of today’s leasing market segment – see fig. 2). And this market shift is expected to continue to accelerate in the 2nd half of the decade. Subscriptions are not only a relevant channel for new cars. We also expect a significant share of used vehicles to be offered in a subscription model in their second or third lifecycle.",
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      "text": "Source: Deloitte Analysis; *) excluding OEM & Rent-a-Car segment",
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      "text": "01 | The Rise of Subscription Models",
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