Development Electromobility Remains a Tough Test, Especially for Suppliers

Many suppliers generate the money for electromobility with combustion engines or their components. This is complex and ties up capital. Flexible operating models and plant architectures can help.

Electromobility has not failed but has arrived in reality. For many suppliers, it has shifted from a growth promise to a stress test. The market does not grow linearly but in intervals, with postponed SOPs, volatile vehicle requests, and tactical behavior on the OEM side. This precisely shifts risks into the supply chain. Investments in lines, tools, personnel, and development amortize more slowly, in some cases no longer as planned. Volatility is thus not a transitional phenomenon but the new normal. As a result, it's not just the technology that matters but the ability to manage volatility, costs, and capital deployment. This clearly highlights what defines the current phase: many of the established capacities no longer align with the realistic market pace.