Denso Announces Mobility-Focused Strategy as Tier Ones Attempt to Address Rapidly Changing Ecosystem

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4Q 2018 | IN-5303


Denso Announces Business Restructure 


This month, Denso released its 2018 Annual Report, which details plans to restructure the company, along with its long-term corporate strategy. The report outlines plans, like having its Original Equipment Manufacturers (OEM) clients re-align with the company’s focus on “ACE” or “CASE”-based trends: Automated Driving, Connected Cars, and Electrification. As part of the new focus, the company will form a new Mobility Systems Unit that will focus on providing vehicle autonomy and providing new mobility services.

The establishment of a new mobility-focused division follows similar announcements by Bosch in March 2018, establishing Bosch Connected Mobility Solutions, Delphi spinning off APTIV, a separate mobility-focused business in 2017, AutoLiv spinning off Veoneer in 2017, and Continental’s 2020 mobility restructuring announcements made in July 2018. But why are Tier Ones restructuring so drastically and what mobility opportunities are out there for them?

Tier One Suppliers Attempt to Adapt to …

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