Autoliv, Inc. (ALV): Business Model Canvas [Jan-2025 Mise à jour]

Dans le monde à enjeux élevés de la sécurité automobile, Autoliv, Inc. (ALV) émerge comme une puissance mondiale, transformant la façon dont nous percevons la protection des véhicules. Avec un modèle commercial remarquable qui mêle la technologie de pointe, les partenariats stratégiques et l'innovation incessante, Autoliv ne fait pas que fabriquer des composants de sécurité - ils arborent des solutions vitales qui protègent des millions de moteurs et de passagers dans le monde. Des airbags qui se déploient en millisecondes aux systèmes avancés d'aide à la conduite qui anticipent les risques potentiels, cette entreprise est à l'avant-garde de l'ingénierie de la sécurité automobile, redéfinissant la sécurité des transports pour le 21e siècle.

Autoliv, Inc. (ALV) - Modèle d'entreprise: partenariats clés

Constructeurs automobiles (OEM)

Autoliv collabore avec les principaux constructeurs automobiles mondiaux:

Partenaire OEM	Détails du partenariat	Valeur du contrat estimé
Toyota	Intégration des systèmes de sécurité	287 millions de dollars par an
Gué	Technologies d'airbag avancées	312 millions de dollars par an
General Motors	Solutions de sécurité complètes	425 millions de dollars par an
Groupe Volkswagen	Systèmes de sécurité actifs et passifs	392 millions de dollars par an

Fournisseurs automobiles de niveau 1 et de niveau 2

Le réseau de fournisseurs stratégiques comprend:

• Bosch GmbH - Unités de contrôle électronique
• Continental Ag - Technologies Sensor
• APTIV PLC - Intégration des systèmes électriques
• Magna International - Composants du châssis

Entreprises technologiques

Collaborations avancées du système de sécurité:

Partenaire technologique	Focus technologique	Investissement annuel
Nvidia Corporation	IA et systèmes de conduite autonomes	68 millions de dollars
Mobileye (Intel)	Technologies de vision par ordinateur	52 millions de dollars
Technologies de Qualcomm	5G et solutions de connectivité	45 millions de dollars

Institutions de recherche

Les partenariats d'innovation comprennent:

• Institut de technologie du Massachusetts (MIT)
• Université de Stanford
• Université technique de Munich
• Université de technologie de Chalmers

Fabricants de composants électroniques

Partenariats de composants électroniques critiques:

Fabricant de composants	Type de composant	Valeur d'achat annuelle
Texas Instruments	Microcontrôleurs	42 millions de dollars
Stmicroelectronics	Puces de capteur	37 millions de dollars
Semi-conducteurs NXP	Processeurs automobiles	55 millions de dollars

Autoliv, Inc. (ALV) - Modèle d'entreprise: activités clés

Conception et ingénierie des systèmes de sécurité automobile

En 2023, Autoliv a investi 397 millions de dollars dans les activités de recherche et développement. L'entreprise a employé 7 800 ingénieurs et spécialistes techniques dans le monde entier à la conception du système de sécurité.

Catégorie de conception	Investissement annuel	Personnel d'ingénierie
Systèmes de sécurité passifs	156 millions de dollars	3 200 ingénieurs
Systèmes de sécurité actifs	241 millions de dollars	4 600 ingénieurs

Fabrication de composants de sécurité automobile

Autoliv exploite 67 installations de fabrication dans 27 pays. En 2023, la société a produit:

• 160 millions d'airbags
• 250 millions de ceintures de sécurité
• 45 millions de volants avec des systèmes de sécurité intégrés

Recherche et développement de systèmes avancés d'aide à la conduite (ADAS)

Autoliv a consacré 472 millions de dollars spécifiquement au développement d'ADAS en 2023, en mettant l'accent sur:

Technologie ADAS	Investissement en R&D
Technologies de capteur	186 millions de dollars
Développement de logiciels	214 millions de dollars
Algorithmes d'apprentissage automatique	72 millions de dollars

Test de contrôle de la qualité et de sécurité

Autoliv maintient 12 centres de test dédiés dans le monde, effectuant plus de 10 000 tests de collision par an. Le processus de contrôle de la qualité de l'entreprise implique:

• Conformité aux normes ISO / TS 16949
• Protocoles de test de composants rigoureux
• Surveillance continue des performances

Distribution mondiale des produits et logistique

Le réseau de distribution d'Autoliv couvre 6 continents avec:

Métrique de distribution	Performance de 2023
Centres de distribution mondiaux	24
Volume d'expédition annuel	1,2 milliard de composants
Investissement logistique	187 millions de dollars

Autoliv, Inc. (ALV) - Modèle d'entreprise: Ressources clés

Ingénierie avancée et capacités de R&D

Autoliv a investi 389 millions de dollars dans la recherche et le développement en 2022. La société entretient 22 centres techniques dans le monde, avec plus de 3 000 ingénieurs dédiés à l'innovation de sécurité.

Métrique de R&D	Valeur
Dépenses totales de R&D (2022)	389 millions de dollars
Centres techniques mondiaux	22
Travail d'ingénierie	3 000 ingénieurs

Portefeuille de brevets étendus

Autoliv tient 4 700+ brevets actifs dans les technologies de sécurité automobile à travers plusieurs juridictions.

Installations de fabrication mondiale

Autoliv exploite 89 sites de fabrication dans 27 pays, avec une empreinte de production mondiale importante.

Métrique manufacturière	Valeur
Sites de fabrication	89
Pays avec production	27

Main-d'œuvre qualifiée

Autoliv emploie environ 68 000 travailleurs dans le monde, avec une expertise importante en ingénierie de la sécurité.

• Total des employés: 68 000
• Spécialistes d'ingénierie: 3 000+
• Distribution mondiale de la main-d'œuvre: dans 27 pays

Réseau de chaîne d'approvisionnement robuste

Autoliv maintient des partenariats stratégiques avec plus de 500 fournisseurs automobiles de niveau 1 dans le monde.

Métrique de la chaîne d'approvisionnement	Valeur
Fournisseurs automobiles de niveau 1	500+
Dépenses d'achat annuelles	6,2 milliards de dollars

Autoliv, Inc. (ALV) - Modèle d'entreprise: propositions de valeur

Solutions complètes de sécurité automobile

Autoliv, Inc. offre aux systèmes de sécurité automobile une présence mondiale sur le marché dans 27 pays. La couverture des solutions de sécurité de l'entreprise:

• Systèmes d'airbag
• La ceinture de sécurité
• Roues de direction
• Systèmes de protection des piétons

Catégorie de produits	Part de marché mondial	Revenus annuels
Systèmes d'airbag	36%	4,2 milliards de dollars
La ceinture de sécurité	42%	3,7 milliards de dollars
Roues de direction	28%	2,5 milliards de dollars

Technologies de sécurité et innovations de pointe

Autoliv investisse 400 millions de dollars par an en R&D, en se concentrant sur les technologies de sécurité avancées.

• Systèmes de sécurité actifs
• Technologies de conduite autonomes
• Systèmes avancés d'assistance à la conduite (ADAS)

Composants de sécurité fiables de haute qualité

Les mesures de qualité démontrent l'engagement d'Autoliv envers la fiabilité:

Métrique de qualité	Performance
Taux de défaut	Moins de 50 parties par million
Fiabilité des produits	Taux de performance de 99,97%

Conformité aux réglementations mondiales de sécurité

Autoliv répond aux normes de sécurité dans plusieurs régions:

• Règlements FMVSS américains
• Règlement sur l'Union européenne ECE
• Normes jasiques japonaises

Réduction des risques de blessures et de décès

Impact sur la sécurité	Réduction statistique
Décès du véhicule	Réduit de 50% depuis 2000
Blessures graves	Réduit de 45% au cours de la dernière décennie

Autoliv, Inc. (ALV) - Modèle d'entreprise: relations clients

Contrats à long terme avec les constructeurs automobiles

Autoliv maintient des accords d'approvisionnement à long terme avec les principaux constructeurs automobiles dans le monde. En 2023, la société a des contrats actifs avec 22 des 25 meilleurs constructeurs automobiles du monde.

Type de client	Nombre de contrats	Durée du contrat
Fabricants d'automobiles mondiaux	22	3-7 ans
Marques automobiles de haut niveau	15	Moyenne à 5 ans

Soutien technique et consultation

Autoliv fournit un support technique complet grâce à des équipes d'ingénierie dédiées dans plusieurs régions.

• 24/7 centres de soutien technique en Amérique du Nord, en Europe et en Asie
• Équipes de support d'ingénierie dédiées
• Temps de réponse: moins de 4 heures pour les demandes techniques critiques

Amélioration continue des produits

En 2023, Autoliv a investi 397 millions de dollars dans la recherche et le développement pour améliorer les technologies de performance et de sécurité des produits.

Investissement en R&D	Demandes de brevet	Cycles d'amélioration des produits
397 millions de dollars	128 nouveaux brevets	Raffinement annuel des produits

Développement de produits collaboratifs

Autoliv s'engage dans des programmes de développement conjoints avec les principaux constructeurs automobiles.

• Projets collaboratifs actifs avec 8 grandes marques automobiles
• Initiatives de co-ingénierie dans le développement des systèmes de sécurité
• Ateliers de conception intégrés

Prise en charge de la formation client et de l'intégration

L'entreprise fournit une formation complète et un support d'intégration pour les constructeurs automobiles.

Programmes de formation	Heures d'assistance d'intégration	Taux de satisfaction client
12 modules de formation spécialisés	3 500 heures de soutien annuelles	92% Satisfaction du client

Autoliv, Inc. (ALV) - Modèle d'entreprise: canaux

Ventes directes aux constructeurs automobiles

Autoliv dessert 62 des 65 meilleurs constructeurs automobiles au monde en 2023. Le volume direct des ventes a atteint 8,64 milliards de dollars de revenus de systèmes de sécurité automobile pour l'exercice 2022.

Catégorie des fabricants automobiles	Nombre de relations directes
Fabricants mondiaux de niveau 1	22
Fabricants de premium régionaux	25
Fabricants de marché émergents	15

Réseaux de distribution mondiaux

Autoliv exploite 67 installations de fabrication dans 27 pays à partir de 2023, permettant une distribution mondiale complète.

• Amérique du Nord: 16 installations de fabrication
• Europe: 22 installations de fabrication
• Asie-Pacifique: 29 installations de fabrication

Salons commerciaux et conférences de l'industrie automobile

Autoliv participe à 12 à 15 salons internationaux automobiles internationaux chaque année, représentant un investissement marketing estimé à 4,2 millions de dollars.

Documentation technique en ligne et support

Autoliv conserve une plate-forme de support numérique complète desservant 5 400+ demandes de documentation technique mensuellement avec un taux de résolution numérique de 92%.

Engagement de partenariat stratégique

Type de partenariat	Nombre de partenariats actifs
Partenaires de développement technologique	37
Réseaux de collaboration de recherche	18
Partenaires d'intégration de la chaîne d'approvisionnement	52

Autoliv, Inc. (ALV) - Modèle d'entreprise: segments de clientèle

Fabricants de voitures particulières

En 2023, Autoliv dessert environ 125 constructeurs automobiles mondiaux, avec des clients clés, notamment:

Fabricant	Part de marché desservi
General Motors	12.5%
Groupe Volkswagen	11.3%
Ford Motor Company	9.7%
Toyota Motor Corporation	8.6%

Fabricants de véhicules commerciaux

Couvertures du segment des véhicules commerciaux d'Autoliv:

• Fabricants de camions en service lourd
• Fabricants de camions en service moyen
• Fabricants de bus et d'entraîneur

Revenus de système de sécurité des véhicules commerciaux: 1,2 milliard de dollars en 2023

Fournisseurs d'équipements de sécurité automobile de rechange

Revenu du segment du marché secondaire: 387 millions de dollars en 2023

Catégorie de produits	Pénétration du marché
Remplacement de l'airbag	42%
Remplacement de la ceinture de sécurité	33%
Remplacement du capteur de sécurité	25%

Fabricants de véhicules électriques et autonomes émergents

Système de sécurité des véhicules électriques: 675 millions de dollars en 2023

• Tesla
• Rivian
• Moteurs lucides
• Nio

Marchés automobiles mondiaux

Région	Part de marché	Revenus (2023)
Amérique du Nord	35%	2,8 milliards de dollars
Europe	30%	2,4 milliards de dollars
Asie-Pacifique	25%	2,0 milliards de dollars
Reste du monde	10%	800 millions de dollars

Autoliv, Inc. (ALV) - Modèle d'entreprise: Structure des coûts

Frais de recherche et de développement

Pour l'exercice 2023, Autoliv, Inc. a déclaré des dépenses de R&D de 441 millions de dollars, ce qui représente environ 5,4% du total des ventes nettes.

Année	Dépenses de R&D	Pourcentage de ventes nettes
2023	441 millions de dollars	5.4%
2022	418 millions de dollars	5.2%

Coûts de fabrication et de production

Autoliv exploite 68 installations de fabrication dans 27 pays, avec des coûts de fabrication totaux en 2023, atteignant 6,2 milliards de dollars.

• Installations de production totale: 68
• Pays d'opération: 27
• Coût de fabrication pour 2023: 6,2 milliards de dollars

Gestion de la chaîne d'approvisionnement

Les coûts de la chaîne d'approvisionnement pour Autoliv en 2023 étaient estimés à 1,8 milliard de dollars, notamment la logistique, les achats et la gestion des stocks.

Composant de coût de la chaîne d'approvisionnement	Montant (2023)
Logistique	650 millions de dollars
Approvisionnement	780 millions de dollars
Gestion des stocks	370 millions de dollars

Compensation mondiale de la main-d'œuvre

L'indemnisation totale de la main-d'œuvre d'Autoliv pour 2023 était de 2,1 milliards de dollars, couvrant environ 66 000 employés dans le monde.

• Total des employés: 66 000
• Compensation totale de la main-d'œuvre: 2,1 milliards de dollars
• Compensation moyenne par employé: 31 818 $

Investissement technologique et infrastructure

Les investissements technologiques et infrastructures pour 2023 ont totalisé 520 millions de dollars, en se concentrant sur les systèmes de sécurité avancés et les technologies de conduite autonomes.

Catégorie d'investissement	Montant (2023)
Infrastructure matérielle	240 millions de dollars
Développement de logiciels	180 millions de dollars
Technologies de conduite autonomes	100 millions de dollars

Autoliv, Inc. (ALV) - Modèle d'entreprise: Strots de revenus

Ventes du fabricant d'équipements d'origine (OEM)

En 2022, Autoliv a déclaré des ventes totales de 8,91 milliards de dollars, avec des ventes OEM représentant environ 85% des revenus totaux, ce qui équivaut à environ 7,57 milliards de dollars.

Région	Ventes OEM (2022)	Pourcentage
Amérique du Nord	3,24 milliards de dollars	36.3%
Europe	2,89 milliards de dollars	32.4%
Asie	2,78 milliards de dollars	31.3%

Ventes de composants de sécurité du marché secondaire

Les ventes de rechange pour Autoliv en 2022 ont représenté environ 15% du total des revenus, ce qui se traduit par environ 1,34 milliard de dollars.

• Airbags de remplacement: 412 millions de dollars
• Pièces de remplacement de la ceinture de sécurité: 287 millions de dollars
• Composants du capteur de sécurité: 641 millions de dollars

Licence des technologies de sécurité

Les revenus de licence en 2022 ont généré environ 89 millions de dollars pour Autoliv.

Type de technologie	Revenus de licence
Systèmes avancés d'assistance à la conduite (ADAS)	53 millions de dollars
Technologies de sécurité passive	36 millions de dollars

Contrats du système de sécurité automobile mondial

La valeur totale du contrat pour les systèmes mondiaux de sécurité automobile en 2022 était de 6,2 milliards de dollars, avec des accords prévus pluriannuels.

• Contrats à long terme avec les principaux constructeurs automobiles
• Durée du contrat moyen: 4-6 ans
• Gamme de valeurs de contrat: 50 millions de dollars à 750 millions de dollars par accord

Services de consultation technique et d'ingénierie

Les services techniques et le conseil en génie ont généré 112 millions de dollars de revenus en 2022.

Catégorie de service	Revenu
Consulting de conception du système de sécurité	68 millions de dollars
Services d'intégration technique	44 millions de dollars

Autoliv, Inc. (ALV) - Canvas Business Model: Value Propositions

You're a decision-maker looking at the core value Autoliv, Inc. (ALV) delivers. It's not just about selling parts; it's about being the non-negotiable safety layer in the vehicle. The value proposition centers on a commitment to life preservation, backed by serious financial investment and global operational scale.

World-class safety solutions that save lives and reduce injuries

The fundamental value is the tangible impact on human life. This isn't abstract; it's measured in real-world outcomes. Autoliv, Inc. invests heavily to maintain this core promise, as evidenced by their substantial commitment to research and development. For the twelve months ending September 30, 2025, the company's R&D expenses totaled $392 million. This spending fuels the development of next-generation safety tech, like the 2025 Bernoulli Airbag Module, designed to manage crash energy more effectively.

The historical impact validates this focus:

• Products saved an estimated 37,000 lives in 2024.
• Products reduced around 600,000 injuries globally in 2024.
• The long-standing ambition is for their products to save 100,000 lives per year.

High-quality, reliable passive safety systems (airbags, seatbelts)

In the safety component business, quality is the ultimate differentiator; a failure here is catastrophic for the OEM customer and the end-user. Autoliv, Inc. supplies the core protective systems that form the backbone of vehicle safety. Their product portfolio is comprehensive, covering the critical restraint components.

Here's a look at the scale and focus of their core product lines, based on 2024 sales figures:

Product Category	2024 Sales Share	Example Components
Airbag and Steering Wheel Products	Approximately 68%	Frontal-impact airbag modules, steering wheels, inflator technologies
Seatbelt Products	Approximately 32%	Seatbelt assemblies and components

The company's operational performance in late 2025 shows this quality focus is translating to financial success, with an adjusted operating margin around 10.0% in Q3 2025 and a full-year guidance range of 10-10.5%. That's discipline in a complex supply environment.

Global supply capability to support OEM platform launches

Automotive Original Equipment Manufacturers (OEMs) need suppliers who can deliver complex, integrated systems globally, on time, for every new vehicle platform launch. Autoliv, Inc. supports this with a massive physical footprint. They operate in 25 countries and run 13 technical centers globally to stay close to development cycles. Furthermore, they maintain 62 production facilities across 23 countries.

This global reach allows them to outperform the general market trend, as seen in Q1 2025, where their global organic sales growth was 2.2% while global Light Vehicle Production (LVP) decreased by 0.4%. They outperformed LVP by 11 percentage points in Europe and 6.1 percentage points in the Americas in that quarter, largely due to product launches.

Compliance with stringent global automotive safety regulations

Meeting evolving, strict global safety standards is a barrier to entry that Autoliv, Inc. turns into a competitive advantage. Their new solutions are designed to meet the most advanced regulations and ratings specifications known today. They are actively engaged with regulatory bodies, such as signing a strategic agreement with CATARC, the leading research institution setting standards in China's automotive sector, in October 2025.

The company also manages regulatory cost impacts effectively. For instance, management estimated the overall impact of tariffs at around 20 basis points on the EBIT margin in Q3 2025, with the remaining costs successfully passed through to customers. This shows a capability to absorb and manage external regulatory/trade pressures while maintaining profitability, targeting an adjusted operating margin of around 10-10.5% for the full year 2025.

Trusted and preferred supplier status in a critical component category

Being a trusted supplier means maintaining financial health and strong customer relationships, especially when dealing with critical components. Analysts reflect this confidence with an average rating of 'Moderate Buy' from 19 brokerages as of late 2025. The company's financial stability supports this trust:

• Leverage Ratio stood at 1.3x, well below the target limit of 1.5x.
• Return on Equity (ROE) reached 31.22% in Q3 2025.
• Net sales for Q3 2025 were a record $2,706 million.

This strong balance sheet, with a leverage ratio of 1.3x, provides the foundation to continue delivering on their safety mission and supporting major OEM programs globally. Finance: draft 13-week cash view by Friday.

Autoliv, Inc. (ALV) - Canvas Business Model: Customer Relationships

You're looking at how Autoliv, Inc. manages its deep ties with the world's vehicle manufacturers. This isn't about selling off-the-shelf parts; it's about embedding safety engineering right into the vehicle design process. It's a high-stakes, high-trust game, and the numbers show where the focus is shifting.

Dedicated B2B sales and engineering support teams for OEMs

Autoliv, Inc. supports its Original Equipment Manufacturer (OEM) customers through integrated technical engagement. The company's sales performance relative to the global Light Vehicle Production (LVP) decline in Q1 2025 showed significant outperformance in regions like Europe at 7.0pp and Asia excluding China at 5.4pp, driven partly by product launches and positive pricing, which requires close engineering alignment with those specific customers.

Long-term, high-touch relationships with major automakers

The relationships are extensive, with Autoliv, Inc. delivering products for approximately 100 car brands and around 1,300 models in total. The relationship dynamics show a clear pivot in focus, as evidenced in Q3 2025 data: sales growth with domestic Chinese OEMs was up 23%, while sales with global OEMs decreased by 5%. In Q1 2025, sales to domestic Chinese OEMs grew by 19%. Major customers include giants like Volkswagen, Stellantis, and Toyota.

Collaborative development on new vehicle safety platforms

Collaboration is formalized through strategic agreements. Autoliv, Inc. signed a strategic agreement with the China Automotive Technology and Research Center Co (CATARC) on October 14, 2025, to jointly advance safety standards, spanning research and development, testing, and certification. Furthermore, a joint venture targeting cutting-edge safety electronics, including Hands-On Detection (HOD) and electronic seatbelt systems, is set to launch in Q1 2026 with HSAE. The company invested $440 million in Research and Development in 2024, which was approximately 4.7% of its sales, to fuel this innovation pipeline.

Pricing negotiations to pass on costs like U.S. tariffs

Autoliv, Inc. demonstrates strong commercial discipline in contract renegotiations to manage external cost shocks. For the full year 2025 guidance, tariff compensations added around 0.5pp to organic sales growth in Q3. In Q2 2025, the company recovered 80% of its tariff costs, limiting the net margin impact to just 35 basis points. For Q3 2025, management estimated the negative impact from U.S. tariffs at around 20bps on the operating margin, as most costs were passed on. One estimate put annual tariff-related costs absorbed by the value chain at around $200 million. The full-year 2025 guidance for the adjusted operating margin remains around 10-10.5%.

Managing warranty and recall processes with customers

Quality management is critical, given the safety-critical nature of the products. Over the last 10 years, Autoliv, Inc. has been involved in less than 2% of passive safety-related recalls, which is low compared to the industry average. A specific 2025 recall (25E057) involved 32,300 seat belt assemblies, with the percentage of affected seat belt assemblies estimated at approximately 0.1%. The company traced the potentially affected parts to specific automotive customers following discovery in June/July 2025.

Metric/Period	Value/Percentage	Context/Reference
Sales Growth with Domestic Chinese OEMs (Q3 2025)	23% increase	Compared to prior year
Sales Growth with Global OEMs (Q3 2025)	5% decrease	Compared to prior year
Tariff Cost Recovery (Q2 2025)	80% recovered	Of Q2 tariff costs
Net Margin Impact from Tariffs (Q2 2025)	35 basis points	Net impact after recovery
Estimated Tariff Impact on Operating Margin (Q3 2025)	Around 20bps	Negative impact before pass-through
Tariff Compensation Contribution to Organic Sales Growth (9M 2025)	Around 0.5pp	For the first nine months of 2025
Estimated Annual Tariff-Related Costs	$200 million	Estimated annual absorption
Adjusted Operating Margin Guidance (FY 2025)	Around 10-10.5%	Full year guidance
Adjusted Operating Margin (Q3 2025)	10.0%	Actual result
Recall Involvement (Last 10 Years)	Less than 2%	Of passive safety-related recalls
Affected Seat Belt Assemblies in Recall 25E057 (2025)	32,300 units	Potentially involved

The relationship management involves deep technical integration, such as the October 14, 2025, agreement with CATARC to advance safety standards and support global expansion for Chinese OEMs.

• Deliver products for approximately 100 car brands.
• Deliver products for around 1,300 models.
• R&D investment in 2024 was $440 million.
• R&D investment as a percentage of 2024 sales was approximately 4.7%.

You need to track the ongoing success of cost recovery, as the 80% recovery in Q2 2025 set a strong precedent for managing trade volatility. Finance: draft 13-week cash view by Friday.

Autoliv, Inc. (ALV) - Canvas Business Model: Channels

You're looking at how Autoliv, Inc. gets its safety systems from their factories to the assembly line and beyond. The primary channel is direct, high-volume supply to global Original Equipment Manufacturers (OEMs), which is the core of their business.

Direct sales and supply to global Original Equipment Manufacturers (OEMs)

• Autoliv, Inc. has operations in 25 countries globally, positioning component production centrally while placing assembly plants close to the customer base.
• Final products are delivered on a just-in-time basis to the manufacturers' plants.
• For certain key customers, Autoliv, Inc. establishes final assembly centers inside the OEM's own plants to streamline the final delivery process.
• Sales performance with domestic Chinese OEMs shows strong channel penetration; for instance, sales to this segment grew by 19% in the first quarter of 2025.
• In the third quarter of 2025, Autoliv, Inc.'s organic sales growth to Chinese OEMs was about 8pp higher than the growth rate for their comparable OEMs (COEM LVP growth).

Regional distribution centers supporting just-in-time delivery

The just-in-time (JIT) model relies heavily on a sophisticated logistics backbone. While specific numbers for regional distribution centers aren't broken out, the operational speed indicates their efficiency. For example, a final assembly center can receive a new order and execute and deliver the product within two to five hours in some cases. This rapid fulfillment capability is a key channel enabler for their OEM partners.

Aftermarket sales channels for replacement parts and upgrades

Although the bulk of Autoliv, Inc.'s revenue comes from new vehicle production, the company maintains channels for the aftermarket. This includes supplying replacement parts and potentially upgrades through established service networks, though specific revenue figures for this segment aren't detailed in the latest reports, which focus heavily on the OE (Original Equipment) business.

Global network of technical centers for local customer engineering support

Engineering support is integrated directly into the channel strategy, ensuring local alignment with global customers. Autoliv, Inc. supports this with a worldwide footprint of specialized facilities.

Here's a quick look at the global footprint supporting these channels, based on the latest available data:

Metric	Value	Context/Date
Number of Tech Centers	13	Worldwide (as of 2024/2025 reports)
Total Production Facilities	63	In 2023, across 23 countries
Geographic Sales Split (Approximate)	Americas: 33%, Europe: 28%, Asia: 19%, China: 19%	Global Footprint Distribution
Q3 2025 Net Sales	$2,706 million	Represents the output flowing through these channels

The company's strategy is to concentrate component production while decentralizing final assembly to be near the customer, which is a direct channel optimization. This structure helped Autoliv, Inc. achieve an organic sales growth of 3.9% in Q3 2025, despite an estimated 1pp negative impact from regional and customer LVP mix.

Autoliv, Inc. (ALV) - Canvas Business Model: Customer Segments

You're mapping out the core buyers for Autoliv, Inc. as of late 2025. The customer base is heavily concentrated around major vehicle producers globally, which is typical for a Tier 1 safety supplier.

The focus on Global Automotive Original Equipment Manufacturers (OEMs) remains the bedrock of the business, supplying essential passive safety systems like seat belts, airbags, and inflators directly into their vehicle assembly lines.

A key area for expansion and growth is within the Chinese market, specifically targeting Chinese domestic OEMs. For the first quarter of 2025, sales to these domestic Chinese OEMs showed significant traction, growing by 19%. This growth rate was aligned with the light vehicle production growth in that specific customer group for Q1 2025.

Customer concentration is managed, though some large relationships represent a significant portion of the top line. For instance, based on 2023 figures, the Renault-Nissan-Mitsubishi alliance stood out as the largest single customer group, contributing 10% of that year's revenue, with Stellantis also at 10% and Volkswagen at 9%.

Here's a look at the regional distribution of revenue, reflecting where the bulk of the OEM business originates, using the most recent reported quarterly figures available:

Customer Group/Region	Percentage of Revenue (Q1 2025)	Contextual Data Point
Americas	33%	Largest geographic segment in Q1 2025
Europe	30%	Second largest geographic segment in Q1 2025
China	17%	Sales to domestic OEMs grew 19% (Q1 2025)
Asia excluding China	20%	Significant growth area, outperforming LVP in Q3 2025

The customer base can be segmented by their needs and geographic location:

• Global Automotive Original Equipment Manufacturers (OEMs)
• Chinese domestic OEMs, a key growth area
• Major automotive alliances
• Regional OEM groups in Americas and Europe
• Automotive aftermarket customers seeking safety upgrades

Finally, Autoliv, Inc. also serves the Automotive aftermarket customers seeking safety upgrades. This segment involves selling replacement parts or potentially retrofitting older vehicles with enhanced safety components, though specific financial figures for this channel aren't as prominently detailed as the OEM supply contracts.

Autoliv, Inc. (ALV) - Canvas Business Model: Cost Structure

The cost structure for Autoliv, Inc. (ALV) is heavily weighted towards the direct costs of producing safety systems, but significant investment in future technology through Research, Development, and Engineering (RD&E) is also a defining feature. You see a constant push to manage inflationary pressures, particularly from labor and raw materials, through commercial recoveries and productivity initiatives.

Cost of Goods Sold (COGS) represents the single largest cost component. For the twelve months ending September 30, 2025, Autoliv, Inc.'s Cost of Goods Sold was reported at $8.563 billion. This figure directly incorporates the costs associated with materials, direct labor, and manufacturing overhead.

Material costs are substantial; for context in 2024, the cost of direct materials was approximately 55% of sales, with key inputs being steel, textiles, plastic, and non-ferrous metals. Labor costs remain a pressure point, with management noting in early 2025 that cost pressure from labor continued, though moderating compared to prior periods.

The major cost elements for a recent period can be summarized, using Q1 2025 as a concrete snapshot:

Cost Component (Q1 2025)	Amount (Millions USD)	Relation to Sales (Q1 2025)
Net Sales	$2,578	100%
Cost of Sales (COGS)	$2,100	Approx. 81.5%
Selling, General, and Administrative (SG&A)	$145	5.6%
Research, Development, and Engineering (RD&E), net	$113	4.3%

High fixed costs from global manufacturing facilities and tooling are inherent to the industry. While specific dollar amounts for fixed overhead and tooling depreciation aren't isolated in the latest reports, the company's focus on productivity and capacity alignment points to managing these large asset bases. You see evidence of this in the reduction of capital expenditure, net, in Q3 2025, which helps manage the investment in fixed assets. Furthermore, lower costs for samples, prototypes, and tools were noted as a contributing factor to a decrease in RD&E related costs in Q4 2024.

Research, Development, and Engineering (RD&E) expenses are critical for maintaining competitive advantage through new product launches. For Q1 2025, RD&E, net, was $113 million, representing 4.3% of sales. The company is actively launching a record number of new products, which drives this expenditure.

Selling, General, and Administrative (SG&A) expenses are managed through headcount reductions and productivity drives. In Q1 2025, SG&A was $145 million, which was 5.6% of sales. Headcount reduction was a key action, with total headcount decreasing by 6% as of Q1 2025 and by 5% as of Q2 2025.

Restructuring and capacity alignment costs for efficiency gains are treated as non-recurring items that impact period profitability. The improvement in operating income in Q3 2025 compared to the prior year was partly due to lower restructuring costs. Specifically, almost all of the positive change in Other income (expense), net, in Q4 2024 compared to the prior year was due to lower capacity alignment accruals. This signals an active, though variable, cost management lever.

• Tariff impact on operating margin for the full year 2025 is expected to be around 20 basis points (bps) negative dilution.
• In Q3 2025, the company recovered around 75% of tariff costs.
• In Q2 2025, the company recovered around 80% of tariff costs.
• The company's leverage ratio target limit is 1.5x, standing at 1.3x as of September 30, 2025.

Finance: draft 13-week cash view by Friday.

Autoliv, Inc. (ALV) - Canvas Business Model: Revenue Streams

You're looking at the core ways Autoliv, Inc. brings in money, which is fundamentally tied to the global vehicle production cycle and safety mandates. The revenue streams are built around supplying essential safety hardware and increasingly, the electronics that control it.

Here's a quick look at the key financial expectations for the full year 2025, which frame the revenue outlook:

Full-Year 2025 Adjusted Operating Margin Guidance	10-10.5%
Expected Full-Year 2025 Operating Cash Flow	Around $1.2 billion

To give you a sense of scale, for the third quarter of 2025, Autoliv, Inc. reported net sales of $2,706 million. Also, the revenue for the twelve months ending September 30, 2025, stood at $10.61 Billion USD.

The streams themselves flow from these primary product areas:

• Sales of airbag systems (frontal, side, curtain)
• Sales of seatbelt systems and components
• Sales of steering wheels and safety electronics

The safety electronics component is becoming more important; for instance, Autoliv, Inc. planned a joint venture with HSAE to focus on advanced safety electronics, targeting growth in ECUs for active seatbelts, hands-on detection systems, and steering wheel switches.

For Q3 2025, the reported adjusted operating margin was 10.0%, showing the profitability achieved on those sales streams during that period.