2018全球汽车供应商研究报告.pptx

Global Automotive Supplier Study 2018Transformation in light of automotive disruptionContentsATheBTheCTheDTheEThestatusfuturechallengeconsequenceContactsRecordUpcomingSuppliersAutomotiveRoland Bergervolumes and profits, but key markets are at a tipping pointautomotive disruption will fundamentally change thetraditional business will be questioned on multiple levelssuppliers need to transform their business modelsand Lazard Automotive teamsindustryThis 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 Global Automotive Supplier Study 2018.pptx 2Executive 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% andmaintain its profitability level with an average EBIT margin of ~7% in 2017Chinese and NAFTA suppliers are currently more profitable than the global averageExterior, 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 fo