Munich/Brussels, 8 September 2022: The ongoing electrification transition in the
automotive sector indicates a massive change for the European aftermarket. The
reasons: Battery electric vehicles (BEVs) have around 30% lower demand for traditional
aftermarket components and BEV sales forecasts project a 53 to 82% market share in
2030. These are the findings of a joint study by Roland Berger and CLEPA, the European
Association of Automotive Suppliers. The authors have formulated three future
scenarios and recommend steps the industry can take to shape the transformation.
“For automotive aftermarket players, planning for the transition to electrification is a very
complex business because many vehicles in our fleet will still have an internal combustion
engine after 2035,” says Hasmeet Kaur, Partner at Roland Berger. “Even though electric
vehicles currently make up only 0.8% of the vehicle parc, players need to reposition
themselves now to ensure their success going forward.”
The automotive industry has been undergoing a rapid transformation for several years now. A
combination of technology trends, changing customer behavior, the various supply shortages
and the proposed regulation of the European Union (EU), which only recently was agreed on
by the EU council, have put companies under pressure. Electrification is expected to massively
impact the forces at play in the aftermarket.
complex business because many vehicles in our fleet will still have an internal combustion
engine after 2035,” says Hasmeet Kaur, Partner at Roland Berger. “Even though electric
vehicles currently make up only 0.8% of the vehicle parc, players need to reposition
themselves now to ensure their success going forward.”
The automotive industry has been undergoing a rapid transformation for several years now. A
combination of technology trends, changing customer behavior, the various supply shortages
and the proposed regulation of the European Union (EU), which only recently was agreed on
by the EU council, have put companies under pressure. Electrification is expected to massively
impact the forces at play in the aftermarket.
