Who owns your customer by the end of this quarter
Ownership and technology decisions now move in the same week rather than in sequence, which shortens the warning a supplier gets before the structure changes.
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The big suppliers are trimming their portfolios. Your product line may be next.
Continental, Tata Motors and Mutares all restructured their portfolios in the same week. Each cut parts that no longer count as core. For Tier 1 and Tier 2 suppliers, this matters directly. The parts of their product line seen as core can shift without warning. Continental agreed to sell its ContiTech business to an affiliate…
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Hella doubles down on electronics. Bosch and Cariad’s autonomous bet ends.
Hella now calls electronics its largest growth area, while Bosch and Cariad have ended their joint autonomous driving software project. For component suppliers, this split shows two different bets on where OEM platform spend goes next. Forvia Hella’s electronics revenue reached 3.4 billion euros in 2025. Chief executive Peter Laier points to China, India and…
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Schaeffler is rebuilding its revenue base. The ICE gap is already in the plan.
Schaeffler has set a public target of 10% of revenue from robotics, aerospace and defence by 2035. That is not an aspiration. It is a signal that the company has already written ICE volume out of its long-term plan. When the largest bearing supplier in Europe moves like this, the volume it leaves behind has…
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OEMs are selling the technology you supply. Your order book is next.
OEM portfolio divestiture is now a direct threat to supplier order books. When a customer sells a product category rather than simply winding it down, the supply chain around it does not end. It becomes a low-priority asset inside a private equity structure, and programme renewals stall quietly before they are ever cancelled formally. For…
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Schaeffler is rebuilding its role. Your role is not rebuilding itself.
Large Tier 1 suppliers are not waiting for OEM direction. They are buying and partnering their way into integrator positions now. When your Tier 1 becomes the integrator, your component position changes before you are told. Schaeffler has partnered with Sonatus to embed AI software directly into its control units. It is also developing full…
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BYD starts European production. Your approved supplier list does not.
BYD and Škoda are building in Europe while others delay. New plants mean new approved supplier lists, being built now. Are you on them?
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Truck electrification is creating new supplier positions, not for everyone.
Truck electrification is reshaping which components get specified. The Knorr-Bremse EPS win, the CO2 timeline, and what is at risk for ICE parts.
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Half of EU suppliers plan to cut capacity. Is yours one of them?
Half of European suppliers plan to cut capacity within five years while Chinese revenues grow faster. Three questions on whether your cost base holds.
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ZF needs 750 million euros a year just to service its debt.
ZF carries 10.2 billion euros of net debt and is cutting 14,000 jobs. What deep restructuring does to procurement and supplier lists.