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Chinese suppliers lead with 5.7%, while Europe (3.6%) and South Korea (3.4%) lag behind
Stagnant volumes, the delayed transition to electric vehicles, and geopolitical uncertainties identified as key challenges
Margins expected to remain lower; strategic business model adjustments necessary for continued success
Munich, May 2025: The global automotive supplier industry conti
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Battery Monitor 2024/2025 by Roland Berger and RWTH Aachen: Demand set to triple to as much as 4.6 terawatt hours by 2030 before doubling again by 2040
Europe's market is shaped by Asian cell manufacturers' price war as well as local overcapacity due to overly optimistic demand expectations
New European players must show they can produce high-quality battery cells at low cost –
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The automotive markets of China, North America, Europe and the Global South are drifting apart, calling for new approaches across the global auto industry
Seventy percent of new cars sold globally will be battery electric vehicles by 2040; despite current challenges, Europe could exceed a 90 percent share sooner with the current legislature
Chinese automakers will have captured
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Market volume of parts and components sold by independent workshops and parts dealers stands at EUR 73 billion (62 percent of the total market excluding labor costs)
High efficiency and dense network ensure speedy service; commercial vehicle operators gain 230 million operating hours across the EU
Vehicle manufacturers need the independent aftermarket, especially for electric mo
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OEMs mainly custom-develop software themselves, some developing as many as 90% of the programs they need in-house
Development spending has risen 14% per year since 2021; action to keep it under control is needed in view of stagnating budgets
A third-party software market for the automotive sector would cut costs, foster innovation and bring the industry closer to the era of the
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The average share of electric cars in new registrations rose from 14% to 20%, but some major markets saw a decline in this metric
Charging infrastructure growth is struggling to keep up in many countries, although 81% of consumers say EV charging has become easier in the past six months
China continues to lead our EV Charging Index ranking. Many established e-mobility nations
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Demand for important minerals such as lithium, nickel and copper will be as much as 15 times higher in 2040 than in 2020
Uncertainties around electric vehicle sales growth, technology disruption and price risks as well as long project lead times make resource planning difficult
Roland Berger study analyzes the commodity market and demand trends and outlines solutions to mitigat
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Automotive suppliers are facing substantial shifts – in regional positioning, component growth, and OEM customer structure
Asian firms are growing alongside local OEMs, securing market share, and increasing the pressure on margins
Traditional suppliers structurally lost 3 percentage points of EBIT margin (down to 4.6%) in 2022, underscoring the urgency for them to boost innovati
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Global battery market set to grow at 34% per year until 2030
Electric vehicles will account for around 80% of demand for lithium-ion batteries over the coming decades
Competition is growing from new European and US manufacturers as well as massively expanding Chinese companies
Munich/Aachen, December 2023: Despite the recent deceleration in automotive manufacturers' electric
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The share of electric cars in new registrations rose to 15% in 2022 and will exceed 50% by 2030
Altogether 90% of electric car drivers depend on public charging stations – charging network expansion is picking up speed in Europe and in North and South America
Germany ranks second as one of the top performers in the overall analysis. China tops the rankings once again
Munich,
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Applications for predictive maintenance and vision-based quality inspection have reached very high levels of maturity
Cross-functional smart manufacturing teams bundle digital competencies
Clearly defined and fully integrated IT/OT target landscape and cloud-based Industrial Internet of Things (IIoT) platforms make it easier to scale Industry 4.0 across the production network
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Up to 30% lower demand in consumer electronics results in revenue decline for semiconductor manufacturers in 2022 and 2023
Supply bottleneck for analog chips and microcontrollers set to last several years
At the same time, advanced-node chips are subject to overcapacity and oversupply
Munich, November 2022: After the start of the pandemic, demand for microchips was sent skyr
