Summary
This report presents the findings of the Global Automotive Supplier Study 2023, conducted by Roland Berger in collaboration with Lazard. The study examines the current state of the automotive supplier industry, highlighting the challenges faced by suppliers in the wake of recent crises, including the COVID-19 pandemic and geopolitical disruptions. It outlines the impact of these challenges on financial health, particularly the erosion of margins due to increased costs and volatile market conditions. The report emphasizes that traditional suppliers are struggling to adapt to a rapidly changing environment characterized by technological transformation and shifting production dynamics. Despite these challenges, the study identifies potential growth opportunities in emerging markets such as China, India, and Southeast Asia, where new technologies are driving production. The report concludes with recommendations for suppliers to adopt selective strategies and make radical repositioning to navigate the complexities of the current market landscape.
