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44 July 2018 | AutoData SCENARIOS » SYSTEMS SUPPLIERS the association divides the results byma- rket segments, which one of them repre- sents sales of suppliers to other suppliers, and in practice it means the negotiations involving the purchases of systems sup- pliers. In Brazil businesses grew 20% last year compared to 2016, one of the best evo- lution indexes, only losing for the auto- makers’ business, with a 33% increase in the same comparison, and beating exports for good margin in dollars, with 13 % of increase in the period, and in the afterma- rket, with 9%. Even so, the share is still very small in the whole cake representing only 3.5% of the business compared to 62% of sales to automakers, 19% for export and 15.5% for aftermarket, always according to Sindipeças (The National Association of Brazilian Auto Parts manufacturers). Ho- wever, it is good to mention that the item with the highest index involves the sale of systems and isolated auto parts for the automakers as well. WHAT THE FUTURE HOPES Although Bosch, Continental and others also develop and even produce systems for more technologically advan- ced vehicles such as electrics and auto- nomous, nothing guarantees that their participation will be bigger in the future inside the production of vehicles scenario - and nothing guarantees that it will be smaller as well. What seems extremely clear is that this will change but no one knows which way. “The format of systems suppliers’ per- formance today has already reached the limit”, believes George Rugitsky, counselor at Sindipeças. “We are in the middle of a transition. The 2025 vehicle is already being developed and it will be a different one, with a smaller number of auto parts, extraordinarily simplified”. It means that there are apparently two verywell-defined and really oppositeways ahead: return to the Ford’s style, with the automakers bringing everything inside or, Lopez’s style, with the production totally outsourced. It is a fact, says the counselor, “that the reality we have today of the automaker- -systems suppliers relationshipwill be put to test by the changes that will come. The solutions will be very diverse, each will choose a path. Some will be winners and other will be losers”. What points in the direction of Ford is that as the vehicle will be simpler and with a much smaller number of auto parts, bringing the production into the company’s HYPER CONNECTED NETWORK Automotive systems like these depend on a series of companies interconnections that do not always do business together by their own will. Disclousure/SAS

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