Arber Qesja Exec. MBA’s Post

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Strategy | Management | Innovation Leadership | Executive MBA ESSEC & Mannheim | Emerging Technologies | Artificial Intelligence AI | ESG | Engineering | Semiconductor | Automotive | Innovation | Director | COO

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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Regis Walter

Directeur Commercial et Marketing SEW USOCOME

2w

Only organic growth to benchmark performance, makes sense

Danny Auer

ANZ Area Sales Mngr. at Brembo S.p.A

2w

It would have been great to also include Bosch?

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Paolo Pengo

VP Finance for Drivetrain and Morse at BorgWarner

2w

What about Aptiv?

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Eva Regina Petrasova

Purchasing / Procurement Thermal Commodity

1w

Now from the buyers, who is the …? :) Ideas please- For new poles:

Paolo Pengo

VP Finance for Drivetrain and Morse at BorgWarner

2w

BorgWarner is also not included in the chart

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EDGAR RODRIGUEZ ZALAPA

Engineering Manager | Problem Solving | Program Manager | Open to new oportunities

2w

Interesting, it seems Schaeffler made something exceptional

Gulfia Fakhretdinova

Corporate Quality Management Systems at Motherson Group

5d

Thanks for re-sharing Pedro F.

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