{
  "docId": "019dd923-5ddf-7308-8fca-5e4c526f13b1",
  "docSlug": "66e65a6ff08bf1e4",
  "documentTitle": "The overall positive sentiment was also reflected in the supplier valuation levels that still trade above their long-term average",
  "authorId": "RolandBerger",
  "authorName": "Roland Berger",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.445,
  "pageNumber": 34,
  "pageCount": 86,
  "prevPage": 33,
  "nextPage": 35,
  "slideType": "initiative_list",
  "function": "present_framework",
  "density": "balanced",
  "nDataPoints": 0,
  "notes": "The slide uses a 'MADE' acronym (Mobility, ADAS, Digital, Electrification) represented in the graphic.",
  "elementsJson": [
    "headline_text",
    "numbered_list",
    "process_diagram",
    "icon_grid"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5ddf-7308-8fca-5e4c526f13b1/34",
  "deckHref": "/decks/019dd923-5ddf-7308-8fca-5e4c526f13b1",
  "deckJsonHref": "/decks/019dd923-5ddf-7308-8fca-5e4c526f13b1.json",
  "deckAnchorHref": "/decks/019dd923-5ddf-7308-8fca-5e4c526f13b1#slide-34",
  "components": [
    {
      "bbox": {
        "h": 0.3,
        "w": 0.25,
        "x": 0.07,
        "y": 0.3
      },
      "kind": "image",
      "text": "MADE logo graphic",
      "attrs": null,
      "subkind": "infographic",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "94461ea3-54f9-45bd-82c2-334a60e652bd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.6,
        "x": 0.33,
        "y": 0.3
      },
      "kind": "list",
      "text": "1. Vanishing growth: Stagnation in mature markets, Increased usage of shared mobility solutions. 2. Accelerated change of technologies in focus: Increasing proliferation of electrified powertrains, Strong industry push for ADAS and connectivity solutions. 3. Emergence of software as a key differentiating factor: Digital features determine value to the end-customer, Digitization offers new monetization options. 4. OEMs encounter increasing investment needs and margin pressure: New technologies require substantial investments, OEMs challenged by new competitors. 5. Valuation levels of commoditized suppliers might come under pressure: Outperformance of OEM valuation multiples might come to an end, Outlook of commoditized supplier sub-sectors might be seen more critical by equity investors as well as creditors",
      "attrs": null,
      "subkind": "numbered",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "152956d1-1211-4cbc-a778-fdd0b3a35156",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.15,
        "x": 0.07,
        "y": 0.97
      },
      "kind": "source-note",
      "text": "Source: Lazard, Roland Berger",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "86ea7137-7fb8-46b5-8a4f-b78c82d41537",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.85,
        "x": 0.07,
        "y": 0.1
      },
      "kind": "title",
      "text": "Automotive suppliers will need to prepare for five distinct changes that will emerge on the road to the \"end game\"",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e02e8518-14cb-42cd-a8b5-e6d141d33e0e",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "list-presentation",
      "slug": null,
      "matchId": "8c9e3a69-b609-4a49-901f-1deaa2d4df8c",
      "evidence": "Numbered list of strategic changes",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 40,
      "from": 21,
      "beatId": "186aefae-6c04-43d5-ab5c-c698d0a1c7a5",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Evidence & Proof",
      "beatSlug": "consultants-gambit-evidence-proof",
      "evidence": "The document provides data and analysis to support its claims, including financial performance and market trends",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}