Lazard – Global Automotive Supplier Study 2025
Summary
The main theme of the report is the analysis of current and future trends in the global automotive components supplier industry.
Key findings include the industry facing 'stagformation'—a combination of growth stagnation and the need to transform business models. Profitability is expected to decline in 2024, with a projected average EBIT margin of 4.7%. Five key trends impacting the industry are global sales volume stagnation, slowing electric vehicle adoption, rising software costs and demand for driver assistance systems, economic pressure in China, and geopolitical tensions. Recommendations include optimizing portfolios through partnerships, improving structural costs, and implementing clear regional strategies.
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