AlixPartners: Europäische Automobilindustrie kann auch 2035 wettbewerbsfähige Fahrzeuge bauen – aber nur mit raschen, strukturellen Entscheidungen
Der Druck auf die europäischen Hersteller ist nicht vorübergehend, er ist längst strukturell
Die Europäer müssen das Problem ihrer Überkapazitäten lösen
Es gilt die technologische Lücke zu schließen, aber nicht nur die. Auch der organisatorische Rückstand der westlichen Hersteller ist ein Problem
Die europäische Automobilindustrie steht vor einer tiefgreifenden strukturellen Neuausrichtung. Laut aktueller AlixPartners-Analyse sind die rückläufigen Margen und Verkaufszahlen kein vorübergehendes zyklisches Phänomen, sondern das Ergebnis gleichzeitig wirkender struktureller Bedingungen: Kosteninflation, wachsender Wettbewerbsdruck durch chinesische Hersteller, hohe Batterie- und Energiekosten sowie der Kapitalbedarf für die Transformation
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