Furukawa Electric →Prices ease
Vehicle wiring harnesses
Stellantis’s plant closure reduces vehicle assembly demand for wiring harnesses, which should दब pressure Furukawa Electric’s 10% share in that market and push harness pricing/revenues down.
82% confidence
Sumitomo Electric Industries / Sumitomo Wiring Systems →Prices ease
Vehicle wiring harnesses
Stellantis' plant shutdown cuts vehicle builds and therefore harness orders, which should soften the vehicle wiring harness market; Sumitomo's 15% share means the effect is material but not dominant.
72% confidence
Lear Corporation →Shortage risk
Gentherm IncorporatedTHRM
Lear disclosed Stellantis as 9% of 2025 net sales, so the Brampton shutdown likely reduces Lear's output and cuts orders to Gentherm, which gets 16% of product revenues from Lear.
67% confidence
Automotive-grade semiconductors (MCUs, SoCs, power devices) →Prices ease
Renesas Electronics6723.T
Brampton's permanent shutdown cuts vehicle builds, weakening orders for automotive semiconductors and pressuring Renesas' automotive-chip sales.
66% confidence
Yazaki Corporation →Prices ease
Vehicle wiring harnesses
Brampton's permanent shutdown cuts Stellantis' auto-assembly demand, which softens Yazaki's harness sales and puts downward price pressure on the vehicle wiring harness market.
63% confidence
Aptiv PLC →Prices ease
Vehicle wiring harnesses
Stellantis' permanent output loss should reduce Aptiv's related production and orders for wiring harnesses, easing demand and putting downward pressure on the harness market; the disclosed 15% share makes the effect material but not dominant.
61% confidence
Automotive-grade semiconductors (MCUs, SoCs, power devices) →Prices ease
NXP SemiconductorsNXPI
Lower Stellantis production reduces demand for automotive-grade chips, which can soften NXP's sales and pricing in that segment.
56% confidence
Automotive-grade semiconductors (MCUs, SoCs, power devices) →Prices ease
Infineon Technologies AGIFX
The plant closure removes some vehicle demand, putting downward pressure on Infineon's automotive semiconductor orders and realized prices.
56% confidence
Automotive-grade semiconductors (MCUs, SoCs, power devices) →Prices ease
Texas InstrumentsTXN
Reduced vehicle output trims demand for automotive semiconductors, which can weigh on Texas Instruments' auto-focused chip sales.
52% confidence
Advanced high-strength steel (AHSS) and ultra-HSS sheets →Prices ease
Cleveland-Cliffs Inc.CLF
Brampton's permanent shutdown trims automotive AHSS demand, which can pressure realized prices and utilization for a large AHSS supplier with a 25% market share.
38% confidence
