Summary

I was on the phone the other day with a colleague from Freescale and I was frankly surprised to hear that the decline that they are seeing in their production/demand is due to the automotive meltdown.  Because I'm only peripherally involved in the industry (through GPS and indash infotainment), I really didn't think through that car manufacturers were a primary consumer of semi-conductors. 

Analysis

As the economy rebounds, and consumer confidence increases, we should see a recovery in all of the peripheral industries that support the automotive industry. 

This would include semi-conductors, as well as GPS/navigation, infotainment and of course all of the component parts of the car itself.

It would be useful to see the entire automotive ecosystem in graphic form.  I am currently working on this for the travel industry. 

Chicke Fitzgerald


Chicke Fitzgerald consults with leading institutions through GLG

Chicke Fitzgerald, Chief Executive Officer
Chicke Fitzgerald

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Chief Executive Officer, Solutionz Group International, Inc.

 
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.