SUPPLIER EYE

As manufacturing shifts to EVs, OEMs are capturing more value for themselves.

A critical industry transition is underway that some already are viewing as an impending battle. At stake is supplier value-add share versus that of OEMs as light-vehicle propulsion formats shift from internal combustion engines to electric motor and battery power. There's nothing like a comprehensive industry transformation to shake the status quo. And OEMs sense opportunity to tip the scales in their favor.