Tier-1 versus OEM: Powertrain Dynamics

Executive Bio

Axel Joachim Maschka

Senior Vice President of Sales and Business Development, Valeo SA

Why is this interview interesting?

Difference in culture between a Tier-1 supplier and OEM
Challenges OEMs face in shifting powertrain from ICE to EV
The impact on WLTP regulation on strategic powertrain decisions for OEMs
Unit economics of powertrain componentry ICE vs EV configurations
How Powertrain Tier-1 manufacturers can manage legacy gas injection business
Potential breakup value for private equity sponsors in automotive Tier 1s

Interview Transcript

Disclaimer: This interview is for informational purposes only and should not be relied upon as a basis for investment decisions. In Practise is an independent publisher and all opinions expressed by guests are solely their own opinions and do not reflect the opinion of In Practise.

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