Aumovio was spun out of Continental on Sept. 18, 2025, given the vastly different growth profile, capital expenditures requirements, and pace of industry evolution between the automotive parts businesses and the mature tires business.
Aumovio’s decades-long tier-one status and high switching costs will retain the company as the go-to middleware supplier among large auto OEMs.
Bears
With benign growth in new vehicle sales expected globally over the medium term, but increasing competition, auto OEMs’ margins are under increasing pressure. This is feeding through to auto OEM suppliers as well.
Aumovio is a global tier-one automotive parts supplier, holding number one, two, or three market share positions across most of its portfolio. Operating segments include safety and motion (40% of revenue in 2025), architecture and network solutions (27%), autonomous mobility (16%), user experience (16%), and contract manufacturing (1%). By far its largest product by revenue contribution is brake systems (SAM), which account for around a quarter of group revenue, followed by control units (ANS), display solutions (UX), and radars (AM)—a product offering skewed toward hardware. Europe, North America, Asia-Pacific, and "other countries" contribute 49%, 21%, 27%, and 3% to revenue, respectively.