BCG on Industrial Goods’ Post

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BCG on Industrial Goods

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Building on last week's discussion about the global auto supplier market, let’s take a closer look at where the costs—and opportunities—are shifting in the transition to BEVs. What we know: • BEV component costs are 41% higher than ICE, driven largely by battery costs. • Non-battery costs are 14% lower, with Engine & Drivetrain costs dropping by 70% 📈 How can suppliers capitalize on this new business opportunity? • Declining Components: Focus on cost efficiency and divest non-critical areas. • Growth Areas: Double down on BEV-specific components like electronics (+63%) and telematics (+67%). #AutomotiveSupplier #CostTransformation Rolf Kilian Florian Stegmueller Alex. Brenner Thomas Weber

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