罗兰贝格 汽车行业分析解析.pdf

Global Automotive Supplier Study 2009Global Automotive Supplier Study 2009 How suppliers can master the auto crisis February 2009 Automotive_supplier_study_2009_SHORT_VERSION.pptx Executive summary The global automotive industry is facing the biggest crisis ever – Supplier revenues are down by 20% to 40% compared to 12 months agodown by 20% to 40% compared to 12 months ago Average supplier profitability is at an all-time low, after an excellent performance in 2007 and the first half 2008 As a result, a significant number of suppliers already had to file for insolvency over the past weeks (example Germany: 20 insolvencies between mid November 2008 and end of JJanuary 2009) 2009); 300300 supp liliers i in th the ttriiadde markketts are iin d danger Supplier CEOs have to pull all possible restructuring levers in order to survive 2009. Top focus has to be shifted towards ensuring sufficient liquidityfocus has to be shifted towards ensuring sufficient liquidity The crisis is a catalyst for consolidation. New strategic options for stable and well-performing suppppliers are arisingg Automotive_supplier_study_2009_SHORT_VERSION.pptx 2 Contents Page A. The auto crisis – A global shockwave 4 BB. DDeep i impactt – AAuttomotitive supp lilier pro fitfitabilitbility a tt an allll-titime l low 1212 C. Survival kit – How to navigate through the crisis 21 D. Contacts