21June2022DeutscheBankResearchAsiaEuropeNorthAmericaConsumerAutos&AutoTechnologyIndustryDBGlobalAutomotiveConferenceDateIndustryUpdateIndustrylessonsandcompanytakeawaysWehostedDeutscheBank’sGlobalAutomotiveConferencelastweek,gathering~500participantsover3days,including~60auto,autotechandmobilitycorporates.Inthisnotewesummarizeourkeytakeawaysandlearningsfrompresentationsandfiresidechats,oncurrenttopicsincludingsupplychain,macroconditions,andcompanyspecificexpectationsfortherestoftheyearandheadinginto2023.Pleasealsorefertoallavailablefiresidechatreplaysatthislink.Wefoundautosmanagements’tonecautiouslyoptimisticastheindustrylooksaheadtovolumerecovery,andwi...
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