Automotive software insourcing destroys supplier margins and reshapes supply chains
Automotive software insourcing destroys supplier margins and reshapes supply chains by replacing distributed ECUs with centralized software.
Tag: margin-analysis
Unamortized capital losses force German automakers to revive combustion engines
German automakers are reviving combustion engines due to unamortized capital losses from slowing EV demand. This matters because it forces a structural shift aw