Studie: Deutsche Autozulieferer verlieren weltweit Marktanteile
Die deutsche Autokrise betrifft nicht nur die Hersteller. Auch für die Zulieferer wächst international die Konkurrenz. Die Chinesen erwirtschaften deutlich mehr Gewinn pro Mitarbeiter.
A recent study reveals that German auto component suppliers are losing market share globally. Their worldwide market share has dropped to 23 percent last year, down from 26 percent a decade ago, according to consulting firm Strategy&. Simultaneously, Chinese manufacturers are gaining ground, with their market share ballooning from five percent to roughly 14 percent.
This surge is primarily driven by the rapid rise of electric mobility, with Chinese suppliers leading in battery production. German component suppliers are feeling the pressure from multiple angles. Falling demand, particularly from European automakers, is forcing them to cut costs and scale back production capacity, while loans taken during boom years are eating into their profit margins.
This high interest burden is chipping away at their operational profits, shrinking financial flexibility, and delaying investments in new technologies. By 2025, German component suppliers would have generated a profit of only 4,190 euros per employee, compared to over 30,000 euros for Chinese suppliers. The higher returns in battery cell production, compared to traditional components, also play a role.
German manufacturers are also lagging behind in streamlining their structures and cutting costs, which have grown over many years.
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
