Francois Michel

Who Grew, Who Shrank? Revenue Shifts by Tier (2023–2024) The 2024 data show sharp contrasts in the automotive supply chain. 🏆 Winners 🇩🇪Schaeffler +75.0%, while Vitesco's full integration is a big part of it, reinventing itself around electrification and systems integration was the main strategy. 🇮🇳Motherson +21.6%, M&A + expanding wiring and modules globally. 🇯🇵JTEKT +17.1%, exchange rates + leveraging steering and driveline systems for EVs ❌ Losers 🇯🇵Panasonic Automotive -47.6%, restructuring and losing share in batteries/infotainment 🇩🇪Eberspächer -20.3%, hit by ICE decline 🇨🇳CATL –14.8%, suffering from overcapacity and price wars in EV batteries. This year proves one thing: transformation is not optional! Traditional Tier 1s that adapt are winning big. Those stuck in declining segments or squeezed by price wars are feeling the pain. Source: Automotive News, July 2025 Thank You for the great visuals ENERGYDM Group #Automotive #Semiconductors #Electrification #EV #Suppliers #Schaeffler #Motherson #JTEKT #Panasonic #CATL #Eberspächer #Transformation #Mobility #Tier1 #OEM #Strategy

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At IAA Mobility today, German Chancellor Friedrich Merz, Prime Minister of Baden-Württemberg Winfried Kretschmann, and Transport Minister Patrick Schnieder joined Volkswagen Group CEO Oliver Blume to celebrate the world’s first live demonstration of QS solid-state batteries powering an EV – a Ducati Motor Holding V21L motorcycle powered by QuantumScape’s QSE-5 battery cells.

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🚗 Driving the future of safe autonomous mobility 🚗 On our journey to empower safe autonomous driving, we’re proud to be working with our partner MAHA on a solution for Periodic Technical Inspection (PTI) – designed to be installed in every workshop and testing organization. Teams from #MAHA and #dSPACE met in Paderborn to align on conceptual measures. Once again, a fruitful exchange that moves us forward by combining: 🔧 MAHA’s expertise in test benches and vehicle diagnostics 🔁 dSPACE’s strength in simulation and validation, especially for sensors and ADAS/AD systems A strong message to the market: MAHA and dSPACE will deliver a cost-effective, practical, and future-proof testing platform for automated and autonomous vehicles in the PTI environment. Users will benefit from an easy-to-use, tightly integrated system, ready for global deployment, ensuring robust and reliable testing of autonomous driving technologies. We’re proud to be shaping the future of autonomous mobility – test by test. #ADAS #AutomatedDriving #PTI #AutonomousVehicles #AutomotiveTesting #Simulation #Validation

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I am just returning from the IAA MOBILITY Munich, where we were invited by our partners at AUDI AG to an evening event organised around their new car model. For AUDI AG this is not just a new release, this is a new beginning, the first expression of a new design philosophy, expressed as: Radical Simplicity, Clarity. To me, this feels just right. The car’s exterior design is very pure, reminescent of Audi’s roots but also very modern. But the boldest expression of AUDI AG’s new philosophy is inside the car. Instead of playing the race towards an ever larger screen in the cabin, AUDI AG decided to embed a rather small screen, which folds and disappears under the dashboard. From a positioning point of view, the focus on simplicity and clarity is exactly what I think we need. With the AI era, the value for OEMs, across industries, will not be in providing more content, but filtering content to optimize the cognitive load on the users. AI also gives the opportunity to provide much more naturally the exact information that the passenger needs at any moment, not more. This is also how Neural Concept envisions user experience. In our collaboration with AUDI AG, we hope that this software experience philosophy, into the hands of engineers, will then translate into the right experience for the consumer. Picture with Marwan Khiat who was lead designer on the interior of the car.

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