文档介绍：Global Automotive Supplier Study 2008
A guide through turbulent waters
August 2008
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CONTENTS PAGE
The challenge – Pressure on automotive suppliers has further increased
A over the past months
4
Looking back – Despite a challenging environment, automotive supplier
B profitability has further improved
8
Looking ahead – Suppliers need to master 15 main levers in order to reach
C and secure above-average profitability
20
D Definitions and Contacts
46
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Management Summary
• Automotive suppliers are facing one of the petitive
environ-ments ever (increasing raw material prices, low petition,
…) – and pressure will further increase
• Nevertheless, global profitability continued to improve further in 2007
(average EBIT margin 2007: %, average ROCE margin: %)
• Mid-sized and large suppliers based in Europe, Japan and India have
been particularly essful
• We identified 15 main levers for the future ess of automotive
suppliers
• Overall, many suppliers are not prepared well enough for the ing
challenges
Source: Roland Berger/Rothschild 3
The challenge –
A Pressure on automotive suppliers has further increased
over the past months
4
The pressure on automotive suppliers has further increased –
Suppliers are in a "sandwich" position
The automotive powerplay
Consumers OEMs Raw material markets/
Financial markets
• Stagnating • Shift of investment • Drastic raw material
demand in triad focus to emerging price increases
markets markets Suppliers
• Structural overcapa- • Supply shortages
• Reduced brand cities Further
loyalty increased
• Growing trend to • High bargaining
low cost/low tech margin power (consolidation)
•