Contemporary Amperex Technology Co. Limited →supply up
Lithium-ion battery cells (prismatic, cylindrical, pouch)
CATL is a 37% share supplier of these lithium-ion cell formats, and the semiconductor-driven step-up in NEV production should lift battery-cell output, making this a plausible supply_up propagation.
76% confidence
Furukawa Electric →Stands to benefit
Vehicle wiring harnesses
The added NEV semiconductor supply should support higher vehicle production, which increases demand in the vehicle wiring harness chain that this edge links to Furukawa Electric.
67% confidence
Lear Corporation →supply up
General Motors CompanyGM
GM is Lear's largest disclosed customer at 22% of net sales, so a ramp in Lear output can increase GM's available component supply.
67% confidence
Leoni AG →supply up
Vehicle wiring harnesses
Leoni AG has an 8% share of the vehicle wiring harness market, so a semiconductor-enabled lift in NEV production should translate into somewhat higher harness output and availability.
63% confidence
LG Energy Solution, Ltd. →Stands to benefit
Lithium-ion battery cells (prismatic, cylindrical, pouch)
The chip-supply improvement should support NEV production, benefiting LG Energy Solution's broader lithium-ion cell portfolio; 14% share and a 12-month replacement horizon imply a sizable transmission.
63% confidence
LG Energy Solution, Ltd. →Stands to benefit
Lithium-Ion Battery Cells (Li-Co/NMC)
More semiconductor supply can support higher NEV output, which should lift demand for LG Energy Solution's automotive Li-Co/NMC cell business; the 10% share and 18-month replacement lead time suggest a meaningful but not sole-supplier effect.
61% confidence
Sumitomo Electric Industries / Sumitomo Wiring Systems →supply up
Vehicle wiring harnesses
Sumitomo Electric's 15% share in vehicle wiring harnesses means a semiconductor-driven NEV production lift can translate into more harness output, though the 18-month replacement lead time tempers the speed and size of the effect.
61% confidence
BYD Company Limited →Shortage risk
Lithium-ion battery cells (prismatic, cylindrical, pouch)
More automotive-chip availability can let BYD build more NEVs, tightening its pull on lithium-ion battery cells; the 17% share and 12-month replacement lead time make this a meaningful upstream squeeze despite moderate substitutability.
58% confidence
Yazaki Corporation →supply up
Vehicle wiring harnesses
Yazaki's 15% share in vehicle wiring harnesses and 18-month replacement time mean added semiconductor supply that lifts NEV/vehicle builds should raise harness output, though the effect is indirect.
58% confidence
Lear Corporation →supply up
Ford Motor CompanyF
Ford accounted for 12% of Lear's 2025 net sales, so more Lear output can improve Ford's component availability.
58% confidence
Lear Corporation →Stands to benefit
Gentherm IncorporatedTHRM
Gentherm said sales to Lear were 16% of its product revenues, so higher Lear production can increase Gentherm's orders and revenue.
56% confidence
Lear Corporation →supply up
Volkswagen AG
Volkswagen accounted for 10% of Lear's 2025 net sales, so more Lear output can increase Volkswagen's component supply.
54% confidence
Lear Corporation →supply up
Mercedes-Benz Group AG
Mercedes-Benz accounted for 10% of Lear's 2025 net sales, so a Lear production lift can raise its received supply.
54% confidence
Aptiv PLC →supply up
Ford Motor CompanyF
Aptiv discloses Ford as a customer, so a lift in Aptiv's automotive-component supply can improve availability to Ford.
36% confidence
Aptiv PLC →supply up
General Motors CompanyGM
Aptiv discloses GM as a customer, so a lift in Aptiv's automotive-component supply can improve availability to GM.
36% confidence
Aptiv PLC →supply up
Stellantis N.V.STLA
Aptiv discloses Stellantis as a customer, so a lift in Aptiv's automotive-component supply can improve availability to Stellantis.
35% confidence
