MIXED DIRECTIONOngoing theme · still written in the latest filings
Changes in Demand Structure Driven by EV and PHV Adoption and Restructuring of Automotive Production Systems
A theme centered on changes in the product mix and end markets for automotive products driven by the adoption of EVs, PHVs, CASE and ADAS, as well as the restructuring of automakers’ production footprints. While structural changes in the automotive industry pose risks, they also create new growth opportunities, including in ADAS-related products.
Companies58How many companies write about this.
Threads61One company can carry more than one thread here.
PeriodFY2016 →Still being written about.
DirectionMixed9 helps · 40 hurts · 12 flat