How is the situation for BMW with Nexperia? From the political side, what do you expect from the European side and what are your learnings from this situation?
NICOLAI: This is a topic which keeps me busy on a daily basis. So first of all, I think we are in a similar situation as many other OEM automotive players, but also companies in other industries – we have to understand the impact on the product and on the supply chain.
We do this in a daily exchange with our suppliers because we are not directly ordering parts from Nexperia, we get them included in the products we order from our suppliers.
They are very small and cheap parts but with quite a relevant amount spread over the whole vehicle and therefore we have running transparency activities with our suppliers. They help us to have the transparency we need for our vehicle production and the supporting supply chain.
So far our production still runs as planned but we are in a volatile situation and that can change, but we work with the right measures to avoid this.
The whole topic was created through political aspects and we appreciate that there is such a fast acceleration and deescalation in politics.
But on the other hand the effects we see in the supply chain have to be handled anyhow, even if we see the deescalation.
72 January 2026