罗兰贝格汽车行业分析.pdf

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1、GlobalAutomotiveSupplierStudy2009HowsupplierscanmastertheautocrisisFebruary2009Automotive_supplier_study_2009_SHORT_VERSION.pptxExecutivesummary>Theglobalautomotiveindustryisfacingthebiggestcrisisever–Supplierrevenuesaredownby20%to40%comparedto12monthsago>Averagesupplierprofitabi

2、lityisatanall-timelow,afteranexcellentperformancein2007andthefirsthalf2008>Asaresult,asignificantnumberofsuppliersalreadyhadtofileforinsolvencyoverthepastweeks(exampleGermany:>20insolvenciesbetweenmidNovember2008andendofJanuary2009)>3002009);>300suppliersithinthetidtriademarktket

3、sareiinddanger>SupplierCEOshavetopullallpossiblerestructuringleversinordertosurvive2009.Topfocushastobeshiftedtowardsensuringsufficientliquidity>Thecrisisisacatalystforconsolidation.Newstrategicoptionsforstableandwell-performingsuppliersarearisingAutomotive_supplier_study_2009_SH

4、ORT_VERSION.pptx2ContentsPageA.Theautocrisis–Aglobalshockwave4B.DitDeepimpact–AtAutomotitilifitbilitvesupplierprofitabilityattanall-timelow12C.Survivalkit–Howtonavigatethroughthecrisis21D.Contacts33©2009RolandBergerStrategyConsultantsGmbHAutomotive_supplier_study_2009_SHORT_VERSI

5、ON.pptx3A.Theautocrisis–AglobalshockwaveAutomotive_supplier_study_2009_SHORT_VERSION.pptx4Threeparalleleventsputtheglobalautomotiveindustryunderhugepressure123CARMARKETDOWNSHIFTINGTRUCKMARKETDOWNTURNCOLLAPSE>Inmaturemarkets,sales>Small/basiccarsgained>Dramaticandquickcollapsevolu

6、medroppedby20-30%significantmarketshareoftrucksalesworldwide>AlsoBRICcountriessee>Salesof(highmargin)SUVs(upto-60%-70%)–afterdecliningvolumesandupperclasscars10yearsofpositivecyclecollapsed>Allrelatedsegmentssimilarlyaffected(e.g.trailers)Maindrivers:Maindrivers:Maindrivers:>Glob

7、alrecession>COregulations>Reductionofglobaltradeand2>Financialcrisis>Changedconsumertransportationvolumepp(references(environmental>Financingpgproblemsofcarriersaspects)GLOBALAUTOMOTIVEINDUSTRYAutomotive_supplier_study_2009_SHORT_VERSION.pptx51PASSENGERCARSGlobalcarsalesdeclinedb

8、y3%in2008.TriadmarketsNAFTA,EuropeandJap