2018全球汽车供应商研究(英文版)【报告达人】

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Transation in light of automotive disruption December 2017 Global Automotive Supplier Study 2018 2 Global Automotive Supplier Study 2018.pptx Contents This document shall be treated as confidential. It has been compiled for the exclusive, internal use by our client and is not complete without the underlying detail analyses and the oral presentation. It may not be passed on and/or may not be made available to third parties without prior written consent from and . © Roland Berger/Lazard The status Record volumes and profits, but key markets are at a tipping point A The consequence Automotive suppliers need to trans their business models D Roland Berger and Lazard Automotive teams The Contacts E The challenge Suppliers traditional business will be questioned on multiple levels C The future Upcoming automotive disruption will fundamentally change the industry B 3 Global Automotive Supplier Study 2018.pptx Source Lazard, Roland Berger cutive Summary 1/2 The automotive industry has seen a continuation of global growth in 2017 – However, first signs of weakening are visible with softening of growth in China and Europe and a slight volume decline in the US In this still favorable environment, the global supplier industry is expected to increase its revenues by 3 and maintain its profitability level with an average EBIT margin of 7 in 2017 – Chinese and NAFTA suppliers are currently more profitable than the global average – Exterior, chassis and tire suppliers are on track to improve their EBIT margin profile in 2017 – Powertrain suppliers continue to see their margins under pressure due to intensified competition and the cost of innovation For 2018, we expect continued growth for the global supplier base, but at a slower pace with stable EBIT margins The four automotive megatrends Mobility, Autonomous driving, Digitization and Electrification will continue to change the automotive industry, causing disturbance in all supplier domains – New mobility business models are poised to disrupt car ownership, personal mobility and goods logistics The share of new vehicle sales for application in the field of new mobility e.g. ride hailing, car sharing may range between 10-15 in the US and Europe and up to 35 in China by 2025 – The timeline for level 4/5 autonomous keeps accelerating as necessary economics, regulations and technology fall into place Penetration rates for autonomous cars SAE level 4/5 may reach a level between 5 and 26 in 15-20 years – In digitization, artificial intelligence offers almost limitless possibilities while connectivity-enabled technologies are reaching mainstream application Within the next 10 years almost all cars in mature markets will have some of connectivity – Momentum for electrification is building among OEMs due to increasing regulatory pressure and accelerating technology advancement Scenarios for the share of EV cars in 2025 range from 8-20 in the US, 20-32 in Europe and 29-47 in China 4 Global Automotive Supplier Study 2018.pptx Source Lazard, Roland Berger cutive Summary 2/2 Suppliers are expected to face five main challenges going forward – Slowing growth will put pressure on margins and create a need to find new ways to grow – Accelerated change of technological focus requires further investment into new technologies such as ADAS and electrification, putting an undue burden without a promise of quick returns – Emergence of software as key
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