Internationally, the latest news is that Fiat Chrysler "FCA" and Peugeot Citroen "PCA" announced the establishment of a joint venture company to form a new giant, and the ups and downs of Nissan Mitsubishi Renault Alliance will continue to exert great energy and form a hegemony with the number one player Volkswagen Toyota. ...

Compared with the world, home is more lively. 65438+ 10 On 8 October, Zhejiang Geely Holding Group and Mercedes-Benz announced that they would form a global joint venture company, mainly producing smart models. The market for new car products will not be limited to China, but will also be operated and produced worldwide. Almost at the same time, BMW announced the establishment of a joint venture with Great Wall to operate the MINI brand in China. Then, on the evening of February 10, Geely released another shocking "inside information". Geely Automobile Holdings Co., Ltd. and Volvo Car Group are planning to merge and restructure their businesses to form a stronger global enterprise group, which will be listed in Hong Kong and seek listing in Stockholm in the future. Prior to this, Mercedes-Benz has set up a joint venture with BYD to operate Tengshi electric vehicle project, while Volkswagen is seeking to set up a joint venture with Jianghuai Automobile, a veteran powerhouse and king of business, to build electric vehicle projects and seat projects. Then FAW, Dongfeng and Changan jointly established T3 Travel, and later SAIC and GAC also signed a strategic cooperation framework agreement. ...

Needless to say, everyone is watching the reality-the former opponents are becoming friends at a fast speed, put down their guns and form a joint force! This is the role of the market.

Not only vehicle manufacturers, but also the most important supplier system in the automobile chain is undergoing a "quiet change"-they are going to hold a group to keep warm!

Compared with automobile manufacturers, it is normal for ordinary consumers to be unfamiliar with the automobile supplier system. Because suppliers and consumers don't meet directly, the identity of suppliers as "invisible manufacturers" can influence the direction of the automobile market at any time-even the life and death of automobile brands! Although the relationship between supplier and manufacturer brand is upstream and downstream.

Many cars' price increases or price reductions, recalls and even broken poles are essentially related to the behind-the-scenes promotion of suppliers. Of course, among thousands of parts and components of a car, I'm afraid that less than 10% can really be completed independently by a car manufacturer.

This is the strength of suppliers!

However, in today's competitive tide and the March of the automobile industry, the world's top suppliers are also facing great difficulties, and their survival is equally difficult. To solve this problem, in addition to improving our own technology research and development level and controlling costs, the most important thing is to "get together for heating".

The latest news is that a few days ago, foreign media reported that American auto parts giant Bogwarner decided to spend 3.3 billion US dollars (about 22.89 billion RMB) to acquire Delphi Technology, a British auto parts company. In the future, a more comprehensive product portfolio will be built in the fields of internal combustion engine, hybrid power and automobile electrification system, which will be completed in the second half of 2020. By then, Borg Warner will hold 84% of the shares of the merged company, while Delphi will hold about 16% of the shares of the merged company. This is a milestone event.

This is the "mountain king" in the two supplier systems.

At the beginning of this century, it was even better than Bosch, China and other auto parts manufacturers, but around 2004-2005, Delphi began to decline, divesting assets and reorganizing its business, mainly focusing on internal combustion engines, software control and electrification. These are the most critical technical components on the car body.

Borg Warner acquired Delphi Technology because Borg Warner has always adhered to the strategy of synchronous walking with internal combustion engine, hybrid power and electric drive. At this point, the two hit it off.

There are no eternal enemies, only eternal interests. At present, the global automobile industry has entered a critical period of transformation. No one can say what will happen in the future, but one thing is beyond doubt, that is, strong cooperation. After the integration of top brands, it is only a matter of time before the integration of downstream suppliers. Perhaps in the next two or three years, the supplier system will also undergo great changes, and some weak and uncompetitive suppliers will also face elimination. Therefore, both vehicle companies and supplier systems are in the process of "slimming" and "lean meat".

Then, what impact will the changes brought about by the impact on the supplier system have on the vehicle enterprises? Let's wait and see!

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.