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Berylls by AlixPartners Maximilianstrasse 34 80539 München, Germany http://berylls.de
Contact Mr Christian Bangemann

2026 - auf die Zulieferer kommt ein hartes Jahr zu

(PresseBox) (München, )
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Berylls by AlixPartners Analyse TOP 25 Zulieferer-Analyse. Trotz aller Negativ-Schlagzeilen, das Jahr 2025 hat sich für die Lieferanten gut entwickelt, ihre operative Marge ist leicht gestiegen, während sie bei den OEMs erheblich gesunken ist.

Die Herausforderungen, denen sich die OEMs zunehmend stellen müssen, werden mit härteren Preisverhandlungen negativ auf die Zuliefererbranche durchschlagen.

Resilienz wird für Lieferketten wichtiger als Just-in-Time, Bedeutung der Regionalität steigt.

Lieferketten und Zollpolitik haben das Potential, dass die globale Fahrzeugproduktion kurzfristig nach unten korrigiert werden muss, denn bei US-Zöllen ist keine kurzfristige Besserung in Sicht.

Es gibt auch Gewinner in der Krise. Halbleiterhersteller wie Infineon, NXP
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