12 große Autozulieferer die PLEITE gehen könnten

12 Major Auto Suppliers That Could Go Bankrupt Bankruptcy risk for auto suppliers? Here are twelve potentially vulnerable players – with risks, market trends, and a checklist for early warning systems for procurement and investment professionals. Is the entire auto industry on shaky ground? Risk situation in brief: Twelve risk categories determine the survival of auto suppliers during the transformation. First, margin erosion due to price pressure from OEMs and Asian competitors. Second, weak volume in electric vehicles and fluctuating demand. Third, rising interest rates and expensive refinancing. Fourth, dependence on one or two OEMs. Fifth, legacy business with combustion engine powertrains without a sufficient electric vehicle roadmap. Sixth, high fixed costs in high-wage countries. Seventh, raw material and energy price volatility. Eighth, CAPEX backlog in digitalization and automation. Ninth, supply chain disruptions and single-sourcing. Tenth, quality or recall risks. Eleventh, a weak equity ratio. Twelfth, governance deficits in reporting and risk management. Market trends that are putting pressure on companies: Demand for electric vehicles is growing unevenly, while China is gaining market share through price and speed, while simultaneously remaining strategically important as a supplier of batteries, electronics, and raw materials. European OEMs are shifting parts volumes to lower-cost regions and demanding annual price reductions, which is pushing the EBIT margins of many Tier 1 and Tier 2 suppliers below the profitability threshold. Software-defined vehicles and domain control units are shifting value creation to semiconductors, software, and system integrators; traditional mechatronics without electronics expertise is losing bargaining power. At the same time, stricter sustainability regulations such as CO₂ pricing, supply chain legislation, and reporting obligations are making financing more difficult if data quality and traceability are lacking.