2025年全球汽车供应商研究报告滞胀转型阶段趋势展望及建议英文版.pdf

REPORT

GlobalAutomotive

SupplierStudy2025

Stagformation:Trends,outlook,

andrecommendationstonavigate

stagnationandtransformation

Management

summary

heglobalautomotivesupplierindustryisfacingachallengingmarket

Tlandscape,cloudedbystagnatinggrowth,geopoliticaluncertainty,

risingcompetition,andmountingcostpressuresfromprolongedtechnological

transformations.Inessence,whatwecurrentlyobserveintheautomotive

supplierindustrycanbeaptlydescribedasaperiodofstagformation,where

stagnatingvolumegrowthiscoupledwiththeurgentneedtotransform

establishedbusinessmodels.

Thefinancialperformanceofautomotivesuppliersreflectsthischallenging

sentiment,withEBITmarginsremaining2percentagepointsbelowpre-Covid

levels.Whiletherewasatemporarystabilizationin2023,forecastsindicatea

furtherdeclinein2024,withindustryaveragesexpectedtodropto4.7%.We

expectprofitabilitychallengestopersistandlikelyintensifyinthecomingyears,

drivenbyfivekeytrends:1)stagnatingglobalsalesvolume,2)sloweradoptionof

batteryelectricvehicles(BEVs),3)risingsoftwarecostsandincreasingcustomer

demandforadvanceddriverassistancesystems(ADAS)andconnectivity

features,4)swellingeconomicandcompetitivepressuresinChina,and5)

resurginggeopoliticaltensionsandglobaltradebarrier