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Supplier Eye
Connectivity

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...

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Supplier Eye
Materials

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...

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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...

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Supplier Eye
Manufacturing & Prototyping

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.

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Supplier Eye
Power

'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...

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Supplier Eye
Energy

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...

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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...

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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...

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Supplier Eye
Electronics & Computers

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...

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Supplier Eye
Energy

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.

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Supplier Eye
Manufacturing & Prototyping

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....

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Supplier Eye
Power

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....

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Supplier Eye
Unmanned Systems

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...

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Supplier Eye
Connectivity

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 —...

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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,...

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News
Regulations/Standards

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...

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Supplier Eye
Automotive

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.

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Supplier Eye
Design

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.

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News
Power

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...

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Supplier Eye
Green Design & Manufacturing

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.

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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.

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News
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...

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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.

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Supplier Eye
Automotive

Dealing with the BEV ‘Concavity’

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

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News
Power

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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News
Materials

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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News
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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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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Supplier Eye
Power

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...

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