Roland Berger

🌍🔋 EV Charging Index 2025: Global trends, local realities The global shift to electric mobility continues, but bumps in the road remain.  Our EV Charging Index 2025 offers a deep dive into EV adoption, infrastructure, and user experience across more than 30 markets. Key insights from this year’s Index: 🔹 China, North America, and Western Europe are driving global EV sales volumes – though parts of Europe and North America face considerable headwinds – while parts of Middle East and North Africa (MENA), South East Asia and South America are showing rapid growth from a low base. 🔹 Public charging networks are expanding, but infrastructure gaps persist, especially in MENA and the USA. 🔹 Fast charging is on the rise, yet user satisfaction with charging speed and network sufficiency varies widely. 🔹 Real user stories in the report illustrate both the progress and the persistent hurdles for EV adoption. Whether you’re seeking strategic insights or benchmarking your own market, our #EVChargingIndex continues to offer guidance through the e-mobility transition. Explore the full study here: https://lnkd.in/dJSc8ZqV #EVCharging #ElectricVehicles #MarketTrends #Sustainability #ChargingTheFuture #RolandBerger Martin Weissbart, Adam Healy, Erin Sowerby, Jack Z., Potloc 

🔀 What happens when synergy ambitions are disconnected from the company’s strategic direction? During #PMI, it’s not enough to just “hunt synergies”. If they’re not aligned with long-term goals, teams risk chasing numbers that don’t serve the bigger picture. This causes misallocated resources, internal friction, and lost momentum. In the latest article by #RolandBerger, we explore why aligning synergy ambitions with overall strategy brings clarity across organizations. It creates a shared sense of purpose and helps prioritize actions that actually move the needle. Without this alignment, even well-executed integrations can fall short. 🔗 Learn how to align goals for lasting impact: https://lnkd.in/dXm3eDDU #RolandBerger Dr. Patrick Heinemann , Dr. Jörg Delhaes, Chantal Jäger

The #Aerospace supply chain is no longer in constant crisis mode. 🛫 Nearly half of all companies have reached a stabilization stage in their operations, with the past year’s efforts starting to pay off. Yet, most OEMs and Tier-1 suppliers still struggle to get beyond firefighting. The resilience gap at the top of the chain suggests that many 2024 initiatives weren’t enough. Get the full view in our Aerospace #SupplyChain 2025 report ➡️ https://lnkd.in/d_TgJESX #RolandBerger 

Are infrastructure investors shifting their focus? 📈 2025 marks a clear pivot toward Core+ and Value-add strategies – assets with higher risk, but also higher potential returns and impact. Why? In a maturing market, investors are increasingly looking beyond traditional infrastructure plays. They're exploring hybrid models, new sub-sectors, and assets that require active value creation. ➡️ Our latest Outlook explains what’s behind this move and where capital is going: https://lnkd.in/deFP5jFE #RolandBerger Hrishikesh Potey

🚗🔌More EVs on the road means more demand for (public) charging. Our EV Charging Index 2025 reveals that, in most regions, public charger networks are expanding in terms of number and capacity of charge points… but not always fast enough, according to EV users. How does your country’s infrastructure sufficiency match up, and how do users perceive it? What are the implications as more and more EV drivers hit the road? Explore global infrastructure developments in our full #EVChargingIndex2025: https://lnkd.in/dJSc8ZqV #EVCharging #ElectricVehicles #MarketTrends #Sustainability #ChargingTheFuture #RolandBerger Martin Weissbart Adam Healy Erin Sowerby Jack Z.

As a globally integrated industry, semiconductors remain particularly sensitive to geopolitical and trade-related developments. This was clearly reflected in the Philadelphia SOX Index’s more than 30% decline from mid January to mid April 2025. However, the sector has staged a strong recovery, posting an impressive annualized average return exceeding 20% since 2019—outpacing broader indices like the S&P 500 and Nasdaq—despite not yet surpassing its mid-2024 peak. The surge in valuations is primarily driven by companies at the heart of the AI revolution: chip designers and the infrastructure ecosystem—including manufacturing equipment suppliers, foundries, and memory producers. Meanwhile, the rest of the semiconductor landscape underperforms on average. Today’s market valuations imply sustained growth potential through 2035, with expectations ranging between 10% and 20% per annum across different segments. While the valuation levels and the implied long-term outlook are compelling, they do not fully reflect the immediate challenges faced by individual companies—such as macro uncertainty, the imperative to diversify manufacturing and supply chain locations, and the need for continued or accelerated innovation to remain competitive. Don’t miss our upcoming webinar on July 22nd—secure your spot now and be part of the conversation: https://lnkd.in/d_cK3wjR Nikolaus Lehmann

Over the last decade, German manufacturers have been spending significantly more on materials while producing less. 📉 Since 2010, purchasing volumes have risen sharply, but real industrial output has stagnated. 📈 In 2022 alone, input costs soared nearly 33% – the highest spike on record. As of early 2025, industrial production remains 10% below pre-Covid levels. How long can companies stay competitive if costs keep rising while output stands still? Our new report unpacks the procurement paradox and lays out a dual-track strategy to unlock up to EUR 100 billion in material cost savings. 🔗 Explore the full publication: https://lnkd.in/dG2gnQKD #RolandBerger #OptimizeToOutperform Maxim Przystaw

The 'green shift' within the Chemicals industry is creating enormous opportunities for Capital Goods players - but only for those who navigate it strategically. The winners will combine strategic foresight with operational flexibility. They'll become trusted partners, not just equipment suppliers. And with $1 trillion in clean tech investments flowing annually, the timing has never been better. Our latest report explore show major Capital Goods players can better assess and make the most of the push for sustainability in the Chemicals sector. Download the report now → https://lnkd.in/epVWBBEA #ChemicalIndustry #CapitalGoods #Sustainability #Manufacturing Sven Siepen

Interim management in healthcare Interim management can play a decisive role when organizations are facing staff shortages o tackling far-reaching transformation processes. Our interim management offers tailored solutions for hospitals in need of executives on short notice. We understand the unique challenges in the healthcare sector and have interim managers with extensive experience in hospital management. Our goal is to deliver measurable results for your hospital and create long-term value. 👉 Swipe to explore one of our case studies and follow the link to discover more about services provided by the IMPEX and our healthcare team: https://lnkd.in/dYcZE9ZG #RolandBerger Stefan Treiber, Alexander Mueller, Dr. Alexander Schmithausen, Michael Musick, Dr. med. Peter Magunia, Oliver Rong, Dr. Axel Fischer, Janes Grotelüschen, Christoph Schmid

Q2 2025 brought mixed signals for the global hydrogen economy France scaled back its hydrogen capacity targets for 2030 and 2035, citing slow market development. In the U.S., political momentum may threaten the continuation of hydrogen tax credits (45V). Meanwhile, ArcelorMittal canceled two large-scale green hydrogen steel projects, even with EUR 1.3 bn in subsidies, highlighting ongoing commercial viability concerns. Despite headwinds, strategic insight is more important than ever. Our Clean Hydrogen Radar offers a fact-based overview of market developments and policy shifts, helping stakeholders anticipate changes and adjust strategies. 🔍 Explore the full Q2 2025 update now: https://lnkd.in/dCDErzMh #RolandBerger Uwe Weichenhain, Yvonne Ruf, Matthias Nagl, Markus Kaufmann, Christopher Schmitt