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Supplier Eye
Automotive

Good News and Bad News for Auto Suppliers in 2023

The Fall season brings the annual rite of passage for the industry — setting budgets for the next calendar year. The balance of building revenue forecasts driven by vehicle demand,...

News
Power

The Battle over EV Value-Add Has Begun

A critical industry transition is underway that some already are viewing as an impending battle. At stake is supplier value-add share versus that of OEMs as light-vehicle propulsion formats shift...

Supplier Eye
Transportation

Inflation Ignites Another Supplier Squeeze

For more than 100 years, OEMs and suppliers have partnered to build components, engineer and integrate systems, offer services such as logistics, software, and marketing support, and even...

Supplier Eye
Design

Preparing for a Lumpy EV Transition

Recently, I was asked by an OEM to sum up the looming ICE-to-BEV industry transformation. My reply came in a single word: lumpy! And while that description may not be the most finely tailored way to...

Supplier Eye
Transportation

The Soft Underbelly of The EV Transition

The list of OEMs and suppliers that are splitting their organizations into traditional ICE powertrain and electric vehicle operations continues to grow. Just follow the money, as billions are...

Supplier Eye
Energy

The New EV-driven Regional Supply Focus

The recent flurry of investment announcements focused on the conversion of North America’s light-vehicle production to electric-vehicle propulsion has been head spinning.

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Energy

Time to Turn ‘BEV’ into a Verb

Happy trails to 2021. While vehicle dealers made record profits, most of the industry is overjoyed to place this chip-starved, labor-deprived, and cost-escalated year in the rearview mirror. Despite...

Supplier Eye
Unmanned Systems

Suppliers Battle a New Set of ILLs

Slammed by ‘black swan’ events, the global auto supply base now faces a severe cost crunch.

Supplier Eye
Energy

Dealing with the BEV ‘Concavity’

Any new technology will experience growing pains and volume setbacks. BEVs will be no different.

Supplier Eye
Design

Preparing for the New, Faster EV Product Cadence

BEV platforms are already driving a new product-development and launch cadence that will alter future industry dynamics and commercial expectations.

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Energy

BEV – a New Business Model

Stellantis’ commitment of €30 billion ($35.5B) to electrifying its product portfolio across 14 brands by 2025 joins the seemingly endless flow of capital and human resources towards the electric-mobility...

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Manufacturing & Prototyping

Making the BEV Commitment

The past 18 months have been a head-shaker for those of us observing the industry. A pandemic spreads, semiconductors vanish, and now a headlong charge by virtually every OEM and major Tier 1 into electric...

Supplier Eye
Propulsion

Suppliers Face the Electrified Future

Suppliers face critical decisions on a daily basis. Crises come and go. Dealing with erratic production schedules driven by semiconductor supply shortages and coping with rising prices for strategic...

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Energy

A Hard Look at New Sourcing Strategies

From COVID to chips: Just as the industry was beginning to put 2020 in the rearview mirror, it gets slammed with more supply-chain disruptions. Severe chip capacity issues out of China, Taiwan and...

Supplier Eye
Energy

Supplier Opportunities for 2021

We happily put 2020 in the rearview mirror and await the full rollout of the COVID-19 vaccines to gain some level of normalcy. The automotive industry once again underscored its industriousness and...

News
Regulations/Standards

Strategy Reset

Entering a post-COVID phase may seem easy compared to the required actions and commitments the industry faced just a couple of months ago. Collectively, the ecosystem of OEMs, suppliers, dealers and even consumers...

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Manufacturing & Prototyping

Understanding the Competitive Dynamic

As summer passes, the industry still is gritting its teeth amidst the restart from months of COVID-driven paralysis. OEMs and suppliers are bracing for a potential second wave, along with the impact...

Supplier Eye
Mechanical & Fluid Systems

Maintaining Supply When a Pandemic Strikes

Just when it seems that the auto industry isn’t facing enough challenges, COVID-19 swoops in out of the blue. No extraneous shock that’s hit the automotive sector in the past decade –...

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Robotics, Automation & Control

Shifting Focus to Rising Costs

Welcome to 2019, a new year that’s already brimming with challenges for mobility-industry suppliers. As they deal with escalating technology investments, unpredictable product-launch cadences, an influx...

Supplier Eye
Unmanned Systems

Sourcing the Multi-Energy Platform

During most of the 43 years since U.S. Corporate Average Fuel Economy standards became law, the typical vehicle platform—unibody or full frame, with one ICE-based propulsion source running on...

Supplier Eye
Manufacturing & Prototyping

Déjà Vu: Vertical Integration Returns

The relentless flurry of technology linkups and acquisitions borne by OEMs and suppliers in sensors, software, artificial intelligence, mobility capabilities, and those offering innovative business...

Supplier Eye
Power

The Future on Stage at Frankfurt

Sourcing decisions are being based on demand for electrification and capability to attain SAE Levels 4 and 5 autonomy.

Supplier Eye

Transformation Is Happening—will You Be an Active Participant or a Passive Bystander?

Over the past several months, there has been increased visibility to the march of electrified powertrains (still using an internal-combustion...

Supplier Eye
Mechanical & Fluid Systems

Non-Hybrid ICEs Begin Their Decline

Is the Electrification alarm being rung too early? Not if you’re truly looking over the horizon. While the still-evolving, highly robust and cost-effective internal combustion engine is not yet close...

Supplier Eye
Software

Are You Innovating for NVH?

I’ll never forget the experience, as a kid, of lifting the massive steel hood of my father’s 1971 Dodge Monaco and seeing nothing but V8 engine and a few rubber hoses. The vast compartment was so uncluttered,...

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Automotive

The New Supplier Invasion

Significant changes are underway within the North American light vehicle supply infrastructure.

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Manufacturing & Prototyping

Smaller Suppliers Facing Global Challenges

Are you willing and prepared to follow your customers around the world to support their global product initiatives?

Supplier Eye
Electronics & Computers

The Impact of Shifting to the ‘Softer’ Side

Welcome to Supplier Eye, a new monthly column that explores the changes facing our industry and analyze the impact—of new technologies, regulations, business dynamics and consumer...