Cockpit of the Future – Developments, TAM & Unit Economics Implications

  • Private Equity
  • Industrials
  • Europe


Former executive at Faurecia SE


  • Cockpit TAM growth outlook, including key markets of Europe, North America and China and realistic short- and medium-term content per vehicle growth opportunities
  • Shift to cockpit of the future – unit economics impact across component segments of seating, interiors and electronics
  • Competitive analysis – Continental (ETR: CON) vs Faurecia (PAR: EO) vs Bosch vs Denso (TYO: 6902)
  • Pricing dynamics across tier 1 suppliers and OEMs (original equipment manufacturers), including cost pass-through opportunities and inflationary challenges


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