학술논문

Automotive powertrain suppliers face a rapidly electrifying future.
Document Type
Article
Source
McKinsey Insights. 3/31/2023, pN.PAG-N.PAG. 1p.
Subject
*Automotive suppliers
*Suppliers
*Consumer behavior
*Business enterprises
*Original equipment manufacturers
Electric vehicles
Language
Abstract
While OEMs can pass costs onto consumers via price increases, tier-one powertrain suppliers have few pass-along options, which is reflected in the 2022 average higher margins for OEMs over their suppliers. b i OEMs that primarily buy their EV powertrain solutions from suppliers will mostly be electrification followers without the resources or expertise to develop their own e-powertrains. More quickly than expected, powertrain electrification is creating both pressure and opportunities for the supplier network. [Extracted from the article]

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