罗兰贝格：2023年全球汽车供应商研究报告-变革挑战中的增长机遇（中译版）（13页）.pdf

1、Global Automotive Supplier Study 2023 Opportunities for growth amid the challenge of change REPORTCover:Artur Debat|Getty ImagesContents Management summary1 2 3 4Taking stock Slower growth is here to stay Automotive suppliers financial health Coping with structurally thinner margins Outlook for the

2、supplier industry Growth in new places and new technologies Recommendations Selective strategies and radical repositioning There is a way forward!471418PageAfter three consecutive years of crisis,the nascent recovery in the automotive market is proving to be a slow and inconsistent one.Suppliers con

3、tinue to struggle with a broad set of challenges,from lackluster growth to cost-driving regulatory frameworks,from expensive raw materials to increasing labor rates,from worsening capital constraints and financing costs to subsequently declining margins.Traditional players in particular are having a

4、 hard time dealing with global disruptions and finding their place in a seemingly unstoppable technological transformation.This new study conducted by Roland Berger in collaboration with Lazard in late 2023 takes a deep dive into where the automotive supplier industry is at today and what key challe

5、nges it faces.Though the situation is unquestionably sobering overall,the study also identifies opportunities and strategies that can help suppliers adapt to and successfully master these testing times.3 Roland Berger|Lazard|Global Automotive Supplier Study 20232 Roland Berger|Lazard|Global Automoti

6、ve Supplier Study 2023Taking stockSlower growth is here to stay The coronavirus pandemic destroyed a decade of growth in the automotive industry.And that was only the beginning.Supply chain disruptions followed even ahead of the war in Ukraine,which in turn accelerated surging commodity prices and g