Shift happens: Suppliers drive home higher profits than OEMs in Q4 2024
The analysis reveals that for the first time since 2021 Q1 suppliers have a clear upper hand on OEMs when it comes to profitability.
The automotive industry has long been recognized as a high-capital, low-return sector, grappling with various economic pressures and competitive challenges. In recent years, the landscape has shifted dramatically, particularly with the rise of mainland Chinese automotive companies. Here we review the profitability trends between original equipment manufacturers (OEMs) and suppliers, and the implications of macroeconomic factors that shape the industry.
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