罗兰贝格-2023年全球汽车供应商研究——变革挑战中的增长机遇（英）-2023-13页_208kb

报告摘要

Global Automotive Supplier Study 2023: Opportunities Amid Challenges

Key Findings & Challenges

Slow Growth Continues: The post-COVID recovery is inconsistent due to persistent supply chain issues, inflation, labor shortages, and geopolitical instabilities.
Geographical Shift: China and South Asia are expected to lead global vehicle production growth, while Europe and North America may not return to pre-2018 peak volumes until 2030 or later.
Margin Pressure: EBIT margins have declined by approximately 3 percentage points (from ~7.5% to ~5%), driven by higher raw material costs, regulatory burdens, and competition.

Strategic Recommendations

Repositioning:
- Focus on high-margin technologies (battery tech, software, ADAS) rather than traditional mechanical components.
- Shift regional strategy toward Asia (particularly China) to align with evolving demand and supply chains.
Prioritization:
- Performers: Leverage scale and cost efficiency (e.g., China-based cost leaders).
- Specialists: Maintain focus on software, battery, and new powertrain technologies.
- Portfolio Management: Exit low-margin areas and consolidate efforts in core competencies to enhance profitability.
Collaborations:
- Pursue partnerships (M&A, joint ventures) to navigate cost pressures and industry transformations, especially with OEMs and tech players.

Forward Outlook

Growth Sectors: Electric vehicles (BEVs), connectivity, software, and battery technologies will dominate future market expansion.
Competition: Traditional suppliers face losing relevance if they fail to adapt, while tech players (e.g., software giants, battery leaders) are positioned for significant gains.

Conclusion

The industry's transformation demands radical repositioning and strategic agility. Success will be driven by embracing e-mobility, aligning with Asian growth hubs, and leveraging digital & software capabilities amidst evolving global dynamics.

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