The industry went into the third consecutive year with volumes below pre-pandemic levels –Automotive suppliers at the edge?GLOBAL AUTOMOTIVE SUPPLIER STUDY 2022 精选汽车研报，入群免费分享 1. 工作日群内免费分享多篇精选汽车行业资料，涵盖市场、技术、产业等多个维度； 2. 海量资料库，及时满足群友专题资料搜寻需求； 3. 严明群规，禁止广告，外链，禁止未沟通加好友，保护群友隐私； 4. 车企高管，行业大咖都在参与的行业干货分享社群； 我们致力于构建优质、极致的汽车行业知识、情报及案例分享社群； 扫码关注！or 微信搜索“3W AUTO”关注！ 回复关键词【进群】，加入3W AUTO 汽车干货分享群 精选研报，均为网络收集版本，权利归原作者所有，3W AUTO仅作为内部学习分发。 2New Master_Global Automotive Supplier Study 2022_vfinal_kurz.pptx#PitchTeam(bespoke design, non-transferrable to other documents, cloud fonts in use)2New Master_Global Automotive Supplier Study 2022_vfinal_kurz.pptx2New Master_Global Automotive Supplier Study 2022_vfinal_kurz.pptx2ContentsAC O V I D-1 9 , S E M I C O N D U C T O R S H O R T A G E S , E N E R G Y C R I S I S A N D I N F L A T I O N R I S K S A S O P E R A T I O N A L S H O R T-T E R M C H A L L E N G E SStarting with the COVID-19 pandemic, the automotive industry is going into the third consecutive crisis year with an above average financial burden especially for traditional automotive suppliersBS U S T A I N A B I L I T Y , N E W T E C H N O L O G I E S A N D C H A N G I N G I N D U S T R Y D Y N A M I C S A S M I D-A N D L O N G-T E R M T A S KThe short-term implications have added challenges on the automotive supplier agenda but not changed the long-term tasks from before –Impact on suppliers varies based on their archetypeCS U P P L I E R C E O A G E N D A –S E T T I N G T H E D I R E C T I O N F O R L A S T I N G S U C C E S SMainly traditional suppliers are under pressure, but all players must define their set of strategic actions to ensure future success in a volatile market environmentDY O U R C O N T A C T S T O D I S C U S S T H E I N S I G H T SRoland Berger and Lazard Automotive teamsSource: Roland Berger/Lazard 3New Master_Global Automotive Supplier Study 2022_vfinal_kurz.pptx#PitchTeam(bespoke design, non-transferrable to other documents, cloud fonts in use)3New Master_Global Automotive Supplier Study 2022_vfinal_kurz.pptx3New Master_Global Automotive Supplier Study 2022_vfinal_kurz.pptx3Global crisis have brought growth to a halt but not changed the overarching technology trends and the future challenges for automotive suppliersExecutive summarySource: Roland BergerDue to Covid-19, semi-conductor and raw-material shortages, Ukraine war and Covid-19 relapses in China in 2022, global automotive production volumes will reach pre-crisis levels only in the mid-term1Although the growth of the global automotive supplier markets has come to a halt, average supplier margins came back to 2019 levels in 2021.However, margin pressure from cost inflation expected to further increase2Profits are allocated across the supplier landscape very selectively. While most traditional automotive suppliers have difficulties, many electronics, software and aftermarket players are realizing above average margins3Overall, the uncertainty about the development in the near-to mid-term future has never been as high as today –From a global recession or a collapsing of chip supplies with further volume declines to a steady volume recovery everything is possible4The crises in 2020-2022 have pushed general automotive trends into the background. Nevertheless, digitalization, automated driving, powertrain electrification or a changing E/E architecture are the top challenges for automotive suppliers in the mid-term6Price inflation, volatile production volumes and unevenly distributed profit levels indicate, that the general market dynamics needs to change. While OEMs are increasingly willing to share profits, suppliers are expected to provide greater transparency7Global pandemics and geopolitical conflicts drive the necessity to de-globalize supplier footprints and the interconnected supply chainsto increase crisis resilience in the future85On the back of substantially rising interest rates, financing will become much more challenging for automotive suppliers 4New Master_Global Automotive Supplier Study 2022_vfinal_kurz.pptx#PitchTeam(bespoke design, non-transferrable to other documents, cloud fonts in use)4New Master_Global Automotive Supplier Study 2022_vfinal_kurz.pptx4New Master_Global Automotive Supplier Study 2022_vfinal_kurz.pptx4A.COVID-19, Semiconductor crisis and Ukraine war as operational short-term challenges 5New Master_Global Automotive Supplier Study 2022_vfinal_kurz.pptx#PitchTeam(bespoke design, non-transferrable to other documents, cloud fonts in use)5New Master_Global Automotive Supplier Study 2022_vfinal_kurz.pptx5New Master_Global Automotive Supplier Study 2022_vfinal_kurz.pptx5The automotive supplier industry is facing another difficult year with volatile volumes and high uncertaintyThe anticipated volume recovery after COVID-19 and the semiconductor crisis in 2021 failed to materialize. Instead, the war in Ukraine and COVID-19 relapses in China p