Electric Revolution: Resilience - Software and IT Services: Strategic enablers of automotive supply chain transformation

研报英文原文证据摘录

Electric Revolution: Resilience - Software and IT Services: Strategic enablers of automotive supply chain transformation

6 July 2026

European Technology/Software

Electric Revolution: Resilience - Software and IT Services:

Strategic enablers of automotive supply chain transformation

Welcome to the 2026 edition of Bernstein’s Electric Revolution series - our annual cross- Richard Nguyen

+33 1 42 13 54 22 sector look at the transformation of the EV landscape. This year, we focus on supply chain

richard.nguyen@bernsteinsg.com resilience, a theme rising in importance as EV adoption diverges by region and geopolitical

risks intensify. OEMs and suppliers face growing pressure to anticipate, navigate, and recover

Derric Marcon quickly from disruptions across sourcing, production and logistics.

+33 1 58 98 06 30

derric.marcon@bernsteinsg.com

Automotive supply-chain resilience is emerging as one of the sector’s most durable

technology spending themes. Repeated disruptions across semiconductors, batteries, Mark L. Moerdler, Ph.D.

+1 917 344 8506 critical minerals, software and logistics are pushing OEMs away from purely cost-optimized

mark.moerdler@bernsteinsg.com supply chains toward resilience-driven operating models. We believe resilience spending

is becoming a distinct and increasingly non-discretionary budget category, underpinning

Firoz Valliji, CFA demand for AI-enabled risk management, digital twins, control towers, traceability and +1 917 344 8316

firoz.valliji@bernsteinsg.com collaboration platforms. In this note, we assess the implications for the automotive

technology ecosystem and identify SAP and Capgemini as among the clearest structural

Shelly Tang, CFA beneficiaries of this multi-year shift.

+1 917 344 8342

shelly.tang@bernsteinsg.com