EVs herald a lucrative ‘architectural revolution’ for suppliers

While OEMs face increasing pressure on profits from the move to electrification, suppliers like Aptiv could see a windfall

Aptiv is actively positioning itself as a go-to supplier for new mobility. It has been making headlines with autonomous driving and advanced driver assistance systems but is equally keen to push its electrification expertise. For automakers, the message is that Aptiv’s technology will help them transition from internal combustion engines (ICEs) to electric vehicles (EVs) as easily and cost-effectively as possible. For investors, it’s that Aptiv stands to make a killing by doing so.

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