01.07.2019

The Ducker Advisory Team has completed over 20 buy and sell-side market studies and 185 corporate research engagements since the Covid-19 pandemic began, across a broad swath of industries and core methodologies. Key themes studied within the  transportation sub-segment of automotive OE and material supply include:

  • Testing and simulation equipment and services
  • NVH solutions and materials
  • Tooling supply and services

 

Regulatory Considerations for Light-Weight Material Demand

Automotive aluminum sheet demand is outpacing installed NA capacity, regulatory driven to achieve CO2 and mass savings goal. The domestic capacity for aluminum sheet and manufacturing is ‘short’ with favorable tailwinds for sustained growth.

Efficiency and Consumer Demand Driving NVH Solutions

The growth of NVH solutions is being driven by efficiency (i.e. turbochargers, downsizing, etc.), combined with greater demand from consumers for quieter vehicle interiors.

OEMs Focus on Core Design and Assembly, Increasing Outsourced Testing Solutions

Testing and simulation continues to demonstrate sustainable growth across end-markets and regions, driven by regulations and increased outsourcing of the process.

Tooling Supply and Services

While some demand for automotive tooling was pushed out due to COVID and the automotive shutdown, the long-term nature of platform development and launch sequences will continue to stabilize the tooling portion of the market.

Ducker’s Transaction Advisory team is at the forefront of key trends impacting the industry amid COVID-19 disruptions. For the latest insights and implications for global business and advisory, visit here. Connect with a Ducker team member today: 

Jim Devlin – jdevlin@ducker.com

Kim VanCleef – kvancleef@ducker.com

Scott Ulnick – sulnick@ducker.com