罗兰贝格09年全球汽车销售分析报告.pdf

Global Automotive Supplier Study 2009Global Automotive Supplier Study 2009 How suppliers can master the auto crisis May 2009 Automotive supplier study 2009_Update May (Kurzversion).pptx Management summary The global automotive industry is facing the biggest crisis ever – Supplier revenues in 2009 will be down by ~30% compared to 2008 Average supplier profitability is at an all-time low, after an excellent performance in 2007 and the first nine months of 2008 As a result, a significant number of suppliers already had to file for insolvency over the past weeks (example Germany: ~35 insolvencies between mid November 2008 and end of March 2009);of March 2009); 500 suppliers in the triad markets are in danger500 suppliers in the triad markets are in danger Supplier CEOs have to pull all possible restructuring levers in order to survive 2009. Top focus has to be shifted towards ensuring sufficient liquidity The crisis is a catalyst for consolidation. New strategic options for stable and well-performing suppliers are arising Automotive supplier study 2009_Update May (Kurzversion).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 1919 C. Survival kit – How to navigate through the crisis 29 D. Contacts 41 © 2009 Roland Berger Strategy Consultants GmbH