OEMs & Tier 1 Suppliers
Global OEM share, tier-supplier margin, platform rationalisation, China-Europe-US dynamics.
MeridianConsensus
Decision-grade Market IntelligenceAny market · any geography
The combustion-to-electric transition is not a single event. We cover OEMs, tier suppliers, powertrains (ICE, EV, hybrid), autonomy stacks, and the aftermarket. Every study factors in battery-chemistry mix, policy credits, and the Chinese supply-chain position.
The combustion-to-electric transition is not a single event. We cover OEMs, tier suppliers, powertrains (ICE, EV, hybrid), autonomy stacks, and the aftermarket. Every study factors in battery-chemistry mix, policy credits, and the Chinese supply-chain position.
Every sub-sector below is commissionable as a standalone 30-chapter study, or scoped bespoke for investment-committee and diligence use.
Global OEM share, tier-supplier margin, platform rationalisation, China-Europe-US dynamics.
LFP vs NCM chemistry mix, IRA arbitrage, cathode capacity, battery-cycle economics.
ICE long-tail, hybrid architectures, fuel cell, e-axle and inverter supply chains.
L2+/L3 deployment, sensor stacks, aftermarket parts, insurance-telematics economics.
Class 8 truck electrification, medium-duty segment dynamics, fleet-operator economics.
Public-DCFC network economics, depot charging for fleets, V2G and bi-directional charging.
Every commissioned automotive study ships as an interactive dashboard, size and trajectory, ranked share, regional cuts, segmentation. Hover every bar to see the underlying figure; every number is traceable to a named source.
The priorities our research committee is tracking across the sector this quarter. Sub-sectors describe structure; themes describe motion. Reports commissioned against these themes ship with the latest signal-read baked in.
IRA-compliant LFP supply-chain buildout; CATL licensing structures; cathode-capacity siting.
2025–2030 Chinese OEM global share projection under tariff and brand-positioning constraints.
Battery sourcing compliance, critical-minerals country-of-origin, and incentive retention under administration change.
2035+ residual combustion-vehicle demand, parts-aftermarket economics, and retrofitting markets.
Traditional OEM software organisations vs Tesla/BYD/Chinese-new-entrant architectures.
US and EU consumer preference shifting from pure-BEV back to HEV / PHEV on range-anxiety and charging-infrastructure lag; Toyota / Hyundai / Honda share thesis reframed.
OEM agency-model adoption across Europe and select US states reshaping dealer margin pools and software-layer control of the customer relationship.
Waymo and Baidu Apollo Go unit economics; sensor-BOM compression and the compute-platform (Nvidia Thor / Qualcomm Ride) consolidation thesis.
Client identity is held under NDA; scope, methodology, and outcome are disclosed. Full engagement references available under mutual confidentiality.
Corporate development · automotive OEM
Supply-chain cartography across LFP and NCM chemistries: capacity maps, raw-material flows, and policy-cycle sensitivity to 2036.
Informed the North American capacity-siting decision for the client and the IRA tax-credit arbitrage thesis presented to the investment committee.
The four teams that most commonly commission automotive research. Each role below maps to a specific use-case the commissioned study is scoped against, from diligence to annual planning.
Battery, software, and mobility-platform acquisition diligence with supply-chain exposure mapping.
EV-adjacent, autonomy-stack, and charging-infrastructure investment diligence.
Platform-mix planning, chemistry-sensitivity modelling, and policy-credit scenario analysis.
Coverage-note context for auto OEM, supplier, and mobility equities with cycle and backlog disclosure.
Same methodology, same committee review, same written support. If you can describe the sub-sector, we can commission the study, accessible instantly on demand. Any geography, any boundary.
Intel Watchlist · from $89/mo
Senior Analyst Support ships an always-on intel feed: M&A 8-Ks, exec moves, regulatory dockets, and patent filings on automotive. Email + Slack delivery. Cancel any time.