以下文章来源于远川科技评论 ，作者徐珊珊 远川科技评论 . 刻画这个时代（的前沿科技） 芯片超人 组织的 德国商务考察活动 正在招募！ 9 月 4 日至 9 月 14 日 ， 实地走访德国五个城市，重点聚焦 全球两大顶级展会 ， 带大家一起走进欧洲电子产业最 前沿！ 点击上图查看活动详情，或联系客服咨询：ICSuperman88。 几个月前的上海车展，丰田汽车官宣"中国首席工程师（RCE）制度"，意在将研发决策权彻底从日本转移到中国。 丰田简政放权的同时，上游的Tier 1（一级供应商）也没有等领导先走，纷纷把研发中心往中国搬。 老牌供应商采埃孚把亚太地区最大的安全气囊生产线放在了武汉，被动安全系统亚太总部落户上海。无独有偶，博世去年初重组智能出行集团，关键 词也是放权中国。 一边在欧洲业务瘦身降本增效，一边在中国招兵买马枕戈待旦，对集体陷入利润下滑的Tier 1来说，中国显然有他们孤注一掷的理由。 01 消失的利润 另一方面，车企要电动化转型，供应商也需要在相应技术领域投资。新技术的投资不能停，老业务还得负责赚钱，进一步侵蚀了利润空间。 换句话说，Tier 1既要积极维护现有业务优势，保证现金流健康，又要大 ...

Core Viewpoint - The article discusses the significant shift in the automotive supply chain, particularly focusing on the challenges and transformations faced by Tier 1 suppliers in the context of electric vehicle (EV) adoption and the increasing importance of the Chinese market [3][4][34]. Group 1: Industry Trends - Toyota has announced the "Chief Engineer in China" system, transferring R&D decision-making power from Japan to China, indicating a strategic shift towards local empowerment [3]. - Major Tier 1 suppliers like ZF and Bosch are relocating R&D centers to China, reflecting a trend of decentralization and increased focus on the Chinese market [4]. - The automotive supply chain is experiencing a structural change, with traditional suppliers facing pressure to adapt to the electric vehicle market while maintaining profitability [9][10]. Group 2: Profitability Challenges - Panasonic's automotive business, despite being a top contributor to revenue, has low profit margins, leading to a strategic reevaluation of its operations [6][8]. - The average EBIT margin for the global automotive parts industry is projected to be around 4.7% in 2024, with Chinese suppliers achieving a higher margin of 5.7% compared to 3.6% for European suppliers [13]. - Bosch's EBIT margin is expected to drop significantly, highlighting the financial pressures faced by traditional suppliers in the evolving market [13][14]. Group 3: Strategic Responses - Tier 1 suppliers are compelled to balance maintaining existing business advantages while investing heavily in new technologies to avoid falling behind [11][12]. - Companies like Continental and ZF are restructuring to focus on high-margin segments, such as tires, while divesting less profitable divisions [12][13]. - The shift towards electric vehicles has led to a reevaluation of customer relationships, with suppliers needing to select clients strategically, akin to stock selection [15][21]. Group 4: Market Dynamics - The article highlights the disparity in electric vehicle sales between traditional automakers and new entrants, with established companies struggling to meet their ambitious EV targets [27][28]. - Chinese electric vehicle sales have consistently outpaced those in Europe and the U.S., prompting Tier 1 suppliers to reposition themselves as R&D centers in China rather than just manufacturing hubs [29][32]. - The emergence of new technologies is disrupting traditional market dynamics, forcing established players to adapt or risk losing relevance [30][32]. Group 5: Future Outlook - The article suggests that the current window of opportunity for Tier 1 suppliers to rebuild competitiveness in the Chinese market may be their best chance to thrive amid the shifting landscape [34].