SUPPLIER EYE

We can debate how quickly the electrified, connected and autonomous future will arrive. But there is no questioning how profoundly its changes will impact the entire mobility ecosystem-OEMs, suppliers, dealers, finance, energy and road infrastructures, and customers.

Few chapters of past automotive history-including the growing regulatory landscape, the rise of the postwar Japanese industry and its manufacturing investment in North America, the 2009 GM and Chrysler bankruptcies, and the emergence of Tesla-can compare with the disruption that's beginning to unfold. OEMs must establish new business models to fund, nurture, and profit from the technological and ideological changes. Suppliers up and down the tiers must decide how, where, when-and whether or not-they aim to participate.