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  "documentTitle": "The overall positive sentiment was also reflected in the supplier valuation levels that still trade above their long-term average",
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      "text": "Implications for suppliers: ICE hardware commoditization; Battery systems and electronics provide differentiation opportunities; Limited potential in e-motors in part due to lower complexity vs. ICE",
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      "text": "Technology trends – Losers: Engine, camshafts, crankshafts, valves, lubricants, Exhaust, oil filters, alternators, ignition, Transmission, clutch gearbox, propeller shaft",
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      "text": "Background: Increasing cost of ICE/exhaust treatment; Mild and full hybrids aid in emissions improvement; BEV penetration rates increase driven by regulation, incentives and consumer demand",
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