n our annual analysis, we engaged with senior executives from 49 European automotive suppliers across a broad range of segments (including powertrain, E/E, interior, exterior, body, and software) and company sizes, among them multiple TOP 100 suppliers.
Most European suppliers continue to depend heavily on internal combustion engine (ICE) business, with little reduction expected before 2030. Expectations for revenue growth from e-mobility have weakened, while margin expectations remain mixed. Platform delays, underutilized BEV production capacities, and heightened competition (especially from China) reinforce a sense of strategic stagnation.
Despite these challenges, suppliers continue to diagnose themselves as strategically well prepared. This discrepancy between perceived readiness and market realities highlights a growing strategic dilemma at the heart of the transformation. This report presents the results of the 2025 survey, interprets the implications for suppliers, and outlines strategic recommendations for the years ahead.
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