罗兰贝格：2023年全球汽车供应商研究——变革挑战中的增长机遇（英文版）

Growth has nevertheless returned to automotive vehicle production volumes, which have been recovering slowly since bottoming out early in the pandemic. However, this volume growth is generally taking place only in China, India and Southeast Asia. Also, it is largely being driven by new components (for battery electric vehicles, for example) made by new players – in some cases for new OEMs. By contrast, volumes are effectively flatlining in Japan and South Korea. Worse, production volumes