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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