Latest Stories
Supplier Eye Power
A New Reckoning
As the industry worked through accelerated production volumes last decade, there were few concerns surrounding low capacity utilization in our fixed-cost-heavy North American ecosystem. With the benefit of stronger demand and...
Supplier Eye Power
Planning with a Scenario Mindset
Across the industry, strategic planners from OEMs and suppliers alike are scratching their heads. The number of strategic directions they currently face is unprecedented. Combine global trade friction...
Supplier Eye Manufacturing & Prototyping
We've Been Here Before
For a couple of decades, virtually every global original equipment manufacturer spent significant capital and attention raising their sales/production profile in China. It became the world’s largest light vehicle...
Supplier Eye Manufacturing & Prototyping
New Keys to Success
Much has been written about the extraordinary vehicle production and market environment of the past four years in North America and beyond. The plethora of negative impacts from COVID, chip availability, scarcity of...
Supplier Eye Transportation
History Is a Great Teacher
History is a great teacher. There are lessons from the past that we should never forget. Lessons that are often the difference between success and failure in business. In the auto industry, some of the...
Supplier Eye Automotive
The Supplier Capacity Dilemma at the Heart of the ICE-To-EV Transition
In the end, the transition from ICE to EV is about more than new technologies and processes. Suppliers need to be keenly aware of the risks assumed as BEV capacity is added. Being on the right program from a volume perspective is critical to supplier viability.
Supplier Eye Mechanical & Fluid Systems
'Scaling' EVs Won’t Come Easy
Regular readers of Supplier Eye will note that this author tries to outline the positives and the negatives of supplier strategies. It’s a moving target. A recent deluge of negative headlines with respect...
News Automotive
BEV-Agnostic’ Systems Require Attention
Much has been written about battery-electric propulsion’s impact on the automotive ecosystem. The level of change moves much past an overhaul to a complete re-imagination. While it can be...
Supplier Eye Propulsion
Moons Aligning
So far this decade, our industry has been heavily impacted by an endless stream of calamities. When impacted in isolation, dealing with a pandemic, weather disasters, supply- chain disruptions, ICE-to-BEV transition risks,...
Supplier Eye Power
The New Wild West
As the industry quickly shifts its focus from ICE to BEVs, there is a prime opportunity to rethink the basics of the vehicle/propulsion development, manufacturing, procurement and the customer-facing go-to market...
Supplier Eye Energy
Electrification Brings Supplier Value Closer to Home
Various aspects of life and business come full circle. While I’m not waiting for bell bottoms from the 1970s to make a triumphant return, the automotive industry is quickly returning...
Supplier Eye Automotive
The Four Strategic Choices Facing Suppliers
Suppliers in the BEV-negative (adversely affected by battery electric propulsion) sectors essentially have four strategic choices going forward. Find out what they are.
Supplier Eye Automotive
The Great Migration of Light-vehicle Production
For years, analysts have pondered the impact of the migration of North American light vehicle production from its original hub in the U.S. Midwest to locations in the Southeast and Mexico....
Supplier Eye Design
Erratic Transition to the BEV Future
The bloom is slowly wilting off the rose. The last two years witnessed an unprecedented level of battery electric vehicle (BEV) investment from both the auto industry and federal government....
Supplier Eye Aerospace
CASE Struggles to Fulfil Expectations
The saying ‘Two steps forward, one step back’ describes the overall progress of CASE — Connected, Autonomous, Shared and Electrified vehicles and infrastructures. While electrification and...
Supplier Eye Energy
Are You Prepared for Scope 3?
Suppliers’ heads keep spinning. If the challenges of inflation, energy costs, logistics and labor scarcity weren’t enough chaos, here comes another hurdle: The ongoing push for de-carbonization —...
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, while...
Supplier Eye Energy
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 from...
Supplier Eye Manufacturing & Prototyping
EVs Pressure Supplier Value-add
Across every tier of the global supply chain, heads are spinning from the pace of change being driven by vehicle electrification.
Supplier Eye Manufacturing & Prototyping
Inflation Ignites Another Supplier Squeeze
For more than 100 years, OEMs and suppliers have partnered to build components, engineer and integrate systems, offer servicest, and even manufacture complete vehicles.
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 Power
The Soft Underbelly of The EV Transition
The list of OEMs and suppliers that are splitting their organizations into traditional ICE powertrain and EV operations continues to grow.
Supplier Eye Design
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.
Supplier Eye Automotive
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 the...
Supplier Eye Power
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 Automotive
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.
Supplier Eye 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...
Supplier Eye Power
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...
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