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30 March 2019 | AutoData AUTO PARTS » STRATEGY Mandatory schedule the most advanced ones. According to Alexandre Pagotto, coordinator of the company’s Vehicle Safety Group, local production of side airbags and lighting items is very likely to occur, for example: “Rota 2030 is an advance for the auto parts sector, bearing in mind that Inovar-Auto was discussed onlywith the automakers”. Botelho, from Bosch, recalls that Rota 2030, through the ex-tariff mechanism, allows the importation without tax of items not manufactured in Brazil. The part of the exemption, 2%, will have to be invested in research and development, although there is still a lack of regulation that spe- cifies how exactly that counterpart will be given. “Bosch, which has heavily invested in R&D in Brazil, has already been qualified to keep doing that in the new automotive regime”. For Paulo Cardamone, director of Bri- ght Consulting, Rota 2030 really contem- plated the auto parts sector, but it will only be positive for the systems suppliers: “The program does not help the small and medium auto parts manufacturers, Tiers 2 and 3, that go through a moment of extreme difficulty and will not be able to enter the chain of more complex equi- pment or connectivity items, increasingly demanded by the consumers. With that, it will greatly increase the dependence on imported components, especially ad- vanced safety items”. According to the schedule established in 2020 the new passenger car projects will have to offer standard side airbags, electronic stability control and audible warning for the seat belt use. In the follo- wing years they will be mandatory for all cars sold in Brazil, including old projects. Pedestrian protection, parking sensors, daytime running lamps, side direction in- dicator lamps and emergency stop signal are also on the calendar. PULVERIZATION For Botelho, it is possible that some su- ppliers will nationalize electromechanical items linked to new generations of brake systems and automatic transmission, for example. But much of the novelties will have to be imported, he says: “It is im- portant to remember that our market is recovering, but it is still far from pre-crisis levels. Besides that, Brazil has a pulveri- zation of manufacturers and models like no other country in the world, which cre- ates even greater difficulty for scale and standardization of components”. For the executive, Inovar-Auto failed to force an increase in production capacity for a market that did not evolve in volu- mes, generating great idleness. Cardamone points out some worrying scenarios for the auto parts sector in the Automotive Brazil 2030 study, recently published in partnership with Neocom In- teligência Aplicada. One of the most likely scenarios is that of the current 350 small and medium-sized auto parts manufactu- rers less than one hundred should survive in the coming years: “That increases the dependence on imported components and can lead to a process of ‘CKDization’ of the Brazilian cars, disrupting even the systems suppliers”. Pagotto agrees that the challenges are great for a sector that has suffered so much and decapitalized during the crisis, but he has a more optimistic view: “The systems suppliers rely on the rest of the chain too much and many are helping on the recovery of small suppliers in need, but with good potential”. All cars New cars until 2023 until 2020 Side airbag until 2021 until 2020 Warning for the lack of seat belt use until 2023 until 2021 Daytime running lamps – DRL until 2022 until 2020 Electronic stability control – ESC until 2023 until 2021 Side direction indicator lamp until 2023 until 2021 Emergency stop signal – ESS until 2027 until 2025 Rear view camera or parking sensor