AGORIA SUMMER EVENT – AUTOMOTIVE TECHNOLOGY CLUB

A new wave of investments to the whole BEV supply chain is getting hot. The absolute majority of the new entrants share the same background: consumer electronics. The latest ones are Xiaomi, Sony, Foxconn, etc. This trend can be partially explained by the value shifting towards electronics, software and services in EVs. New players are experienced in all of them, although in a different context. What does this mean for existing OEMs and legacy suppliers, who are suffering from OEMs’ increasing in-house supply strategy?