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Our MedTech practice is a recognized thought-partner and trusted advisor to senior executives across the MedTech industry
LEK · 2023 · other
Our MedTech practice is a recognized thought-partner and trusted advisor to senior executives across the MedTech industry
 The automotive industry recently has been more in the public eye than ever before
RolandBerger · 2017 · context
The automotive industry recently has been more in the public eye than ever before
 The industry had another year of record volumes, however slowing growth on global level with North America on the decline
RolandBerger · 2017 · industry_trends
The industry had another year of record volumes, however slowing growth on global level with North America on the decline
94.9m — Light vehicle production volume
 In 2017, the U.S. and Canada experienced significant declines – Mexican and Japanese production driving global production growth
RolandBerger · 2017 · framework_2x2
In 2017, the U.S. and Canada experienced significant declines – Mexican and Japanese production driving global production growth
2.0% — Production growth rate
 2017 was another good year for suppliers with moderate growth and margins comparable to previous years
RolandBerger · 2017 · kpi_dashboard
2017 was another good year for suppliers with moderate growth and margins comparable to previous years
7.3% — EBIT margin
 The overall positive sentiment was also reflected in the supplier valuation levels that still trade above their long-term average
RolandBerger · 2017 · financial_analysis
The overall positive sentiment was also reflected in the supplier valuation levels that still trade above their long-term average
6.2x — EV/EBITDA NTM
 Financial performance of suppliers varies greatly depending on region, company size, product focus and business model
RolandBerger · 2017 · segmentation
Financial performance of suppliers varies greatly depending on region, company size, product focus and business model
9% — EBIT margin
 China- and NAFTA-based suppliers are currently more profitable than the average – China-based suppliers recently on the decline
RolandBerger · 2017 · benchmark_peers
China- and NAFTA-based suppliers are currently more profitable than the average – China-based suppliers recently on the decline
7.3% — EBIT margin
 Profitability levels are currently in line across different company sizes – Only very small suppliers substantially lag behind
RolandBerger · 2017 · kpi_dashboard
Profitability levels are currently in line across different company sizes – Only very small suppliers substantially lag behind
7.3% — EBIT margin
 Powertrain suppliers face increasing pressure on profitability – Exterior suppliers strongly grow at attractive margins
RolandBerger · 2017 · financial_analysis
Powertrain suppliers face increasing pressure on profitability – Exterior suppliers strongly grow at attractive margins
7.3% — EBIT margin
 Product innovators outpace process specialists in terms of profitability and growth
RolandBerger · 2017 · financial_analysis
Product innovators outpace process specialists in terms of profitability and growth
7.7 — EBIT margin
 Margins of top-performing suppliers expected to stay at previously high levels – Low-performing peers still significantly lagging behind
RolandBerger · 2017 · peer_benchmark
Margins of top-performing suppliers expected to stay at previously high levels – Low-performing peers still significantly lagging behind
9.6 — EBIT margin
 However, top performance is not necessarily related to (product) innovation only
RolandBerger · 2017 · framework_other
However, top performance is not necessarily related to (product) innovation only
 Short term, we expect continued, but slower revenue growth and comparable margins to 2017e
RolandBerger · 2017 · industry_trends
Short term, we expect continued, but slower revenue growth and comparable margins to 2017e
7.3% — EBIT margin
 Looking ahead: Several industry trends are influencing the automotive industry in the short and long term
RolandBerger · 2017 · industry_trends
Looking ahead: Several industry trends are influencing the automotive industry in the short and long term
 Ride sharing services are forecast to continue to grow at a fast pace, attracting massive capital paired with high valuations
RolandBerger · 2017 · market_landscape
Ride sharing services are forecast to continue to grow at a fast pace, attracting massive capital paired with high valuations
114bn — Combined valuation
 Vehicle sales for new mobility services are expected to exceed 10% of new car sales by 2025 in the US and the EU
RolandBerger · 2017 · industry_trends
Vehicle sales for new mobility services are expected to exceed 10% of new car sales by 2025 in the US and the EU
35% — Share of passenger car sales
 Automated driving is set to arrive at fast pace – With new entrants and real-life pilots already under way
RolandBerger · 2017 · timeline
Automated driving is set to arrive at fast pace – With new entrants and real-life pilots already under way
 Future penetration of highly automated vehicles will depend on overcoming current hurdles and convergence on shared mobility
RolandBerger · 2017 · scenario_analysis
Future penetration of highly automated vehicles will depend on overcoming current hurdles and convergence on shared mobility
26% — Penetration rate
 An increasing share of vehicles will be connected globally – Digitization as enabler for new business models and technologies
RolandBerger · 2017 · industry_trends
An increasing share of vehicles will be connected globally – Digitization as enabler for new business models and technologies
95% — Connected vehicle penetration
 However, improved internal & external connectivity will make modern vehicles vulnerable to an increasing number of cyber threats
RolandBerger · 2017 · problem_statement
However, improved internal & external connectivity will make modern vehicles vulnerable to an increasing number of cyber threats
 Electrification in Japan and North America mainly achieved through HEV technology so far, whereas China more focused on BEV/PHEV
RolandBerger · 2017 · market_landscape
Electrification in Japan and North America mainly achieved through HEV technology so far, whereas China more focused on BEV/PHEV
2,475 — xEV sales volume
 Powertrain electrification adoption will be influenced by push and pull factors that have different levels of influence by region
RolandBerger · 2017 · industry_trends
Powertrain electrification adoption will be influenced by push and pull factors that have different levels of influence by region
 Lower battery costs and potentially rising oil prices may drive electrification penetration in the United States to ~ 20% by 2025
RolandBerger · 2017 · scenario_analysis
Lower battery costs and potentially rising oil prices may drive electrification penetration in the United States to ~ 20% by 2025
20% — Electrification penetration
 Electrification in Europe varies depending on CO2 emission targets – Share could reach between 20% a. 32% for 2025
RolandBerger · 2017 · scenario_analysis
Electrification in Europe varies depending on CO2 emission targets – Share could reach between 20% a. 32% for 2025
32% — xEV propulsion share
 China NEV market with significant growth forecasted; neutral NEV and CAFC balance with a 13% BEV and 4% PHEV share in 2025
RolandBerger · 2017 · scenario_analysis
China NEV market with significant growth forecasted; neutral NEV and CAFC balance with a 13% BEV and 4% PHEV share in 2025
47% — New sales propulsion share
 Recent developments point towards an acceleration of the disruption caused by the four automotive megatrends
RolandBerger · 2017 · industry_trends
Recent developments point towards an acceleration of the disruption caused by the four automotive megatrends
 The automotive "end game" appears inevitable, yet the transition period is marked by a high level of uncertainty
RolandBerger · 2017 · scenario_analysis
The automotive "end game" appears inevitable, yet the transition period is marked by a high level of uncertainty
 Automotive suppliers will need to prepare for five distinct changes that will emerge on the road to the "end game"
RolandBerger · 2017 · framework_other
Automotive suppliers will need to prepare for five distinct changes that will emerge on the road to the "end game"
 The automotive disruption is creating specific challenges for automotive suppliers
RolandBerger · 2017 · pain_points
The automotive disruption is creating specific challenges for automotive suppliers
 Vanishing growth will put current supplier business models at stake
RolandBerger · 2017 · section_divider
Vanishing growth will put current supplier business models at stake
 Overall growth is expected to stagnate and volumes might even decline in the long term in a shared autonomous world
RolandBerger · 2017 · industry_trends
Overall growth is expected to stagnate and volumes might even decline in the long term in a shared autonomous world
101.9 — LV production (m units)
 The current supplier business model of compensating negative cost impacts with volume growth will no longer work
RolandBerger · 2017 · financial_analysis
The current supplier business model of compensating negative cost impacts with volume growth will no longer work
7.3% — EBIT margin
 As a consequence, suppliers will need to look for different growth areas – Consolidation pressure will increase
RolandBerger · 2017 · problem_statement
As a consequence, suppliers will need to look for different growth areas – Consolidation pressure will increase
 Technology shifts require suppliers to invest in new and old technologies in parallel
RolandBerger · 2017 · section_divider
Technology shifts require suppliers to invest in new and old technologies in parallel
 Almost all vehicle domains will see a shift in growth focus over the next years – Disruption impact particularly high in powertrain
RolandBerger · 2017 · industry_trends
Almost all vehicle domains will see a shift in growth focus over the next years – Disruption impact particularly high in powertrain
 Electric powertrain components to experience high growth rates at the expense of many traditional ICE components
RolandBerger · 2017 · industry_trends
Electric powertrain components to experience high growth rates at the expense of many traditional ICE components
 The ADAS and AD component market will strongly grow providing an increasing revenue pool mainly for software focused suppliers
RolandBerger · 2017 · industry_trends
The ADAS and AD component market will strongly grow providing an increasing revenue pool mainly for software focused suppliers
 Emissions regulations push OEMs for increased lightweighting of body structures while ADAS and connectivity create new use cases
RolandBerger · 2017 · industry_trends
Emissions regulations push OEMs for increased lightweighting of body structures while ADAS and connectivity create new use cases
 Autonomous driving will drastically change interior designs and provide innovation and growth potentials
RolandBerger · 2017 · industry_trends
Autonomous driving will drastically change interior designs and provide innovation and growth potentials
 Suppliers will need to commit resources to emerging technologies and in parallel navigate investments into current business
RolandBerger · 2017 · strategic_options
Suppliers will need to commit resources to emerging technologies and in parallel navigate investments into current business
 Suppliers need to build up competencies fast
RolandBerger · 2017 · section_divider
Suppliers need to build up competencies fast
 With a vastly different set of features compared to today's vehicles, future cars will depend increasingly on software
RolandBerger · 2017 · industry_trends
With a vastly different set of features compared to today's vehicles, future cars will depend increasingly on software
~300 m — Lines of software code
 Software companies are aiming at taking over ownership of the OEM interface by acting as system integrators
RolandBerger · 2017 · case_study
Software companies are aiming at taking over ownership of the OEM interface by acting as system integrators
 The new competencies are difficult to acquire and suppliers have to compete for talent with high tech giants and Silicon Valley start ups
RolandBerger · 2017 · problem_statement
The new competencies are difficult to acquire and suppliers have to compete for talent with high tech giants and Silicon Valley start ups
 Suppliers will face even higher cost pressure
RolandBerger · 2017 · section_divider
Suppliers will face even higher cost pressure
 OEMs will search for ways to cope with competitive pressure and upcoming investment needs, many of them affecting suppliers
RolandBerger · 2017 · framework_other
OEMs will search for ways to cope with competitive pressure and upcoming investment needs, many of them affecting suppliers
 Some OEMs move towards more selective sourcing on component level in order to benefit from hardware commoditization
RolandBerger · 2017 · process_diagram
Some OEMs move towards more selective sourcing on component level in order to benefit from hardware commoditization
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