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
It would have been great to also include Bosch?
What about Aptiv?
Now from the buyers, who is the …? :) Ideas please- For new poles:
BorgWarner is also not included in the chart
Interesting, it seems Schaeffler made something exceptional
Thanks for re-sharing Pedro F.
Directeur Commercial et Marketing SEW USOCOME
2wOnly organic growth to benchmark performance, makes sense