Aumovio Narrows 2025 Sales Forecast Following Chip Supply Exemption
Reuters reports the German car‑parts supplier has revised its 2025 sales guidance amid semiconductor supply issues.
(Photo: SBR)
FRANKFURT, Nov. 7, 2025 — Aumovio, the German car-parts supplier, now expects 2025 sales between €18 billion and €19 billion, down from the previous range of €18 billion to €20 billion, while maintaining its target for an adjusted operating profit margin at 2.5 %‑4 % for the nearly complete 2025 fiscal year. Reuters reports that this updated guidance follows the company’s assessment of the potential impact of global semiconductor shortages on its production schedules. The narrowed guidance is based on confirmed deliveries and current operational conditions across Aumovio’s operations.
Company Operations
Aumovio produces braking systems, vehicle electronics, displays, and software for cars and mobility solutions. The company was spun off from Continental AG earlier in 2025. According to Reuters, it is among European automotive suppliers affected by semiconductor shortages and regulatory export controls.
The company’s products are used across multiple vehicle models, and its operations span several countries. Reuters notes that Aumovio’s performance and guidance are closely monitored by analysts because of its position in the automotive supply chain and its recent independence as a separate entity.
Chip Supply and Exemption
Impact on Shipments: Shipments of chips from Dutch-based Nexperia, which is owned by a Chinese parent company, were disrupted due to export restrictions. Reuters reports that Aumovio applied for and received a formal exemption, allowing deliveries to continue.
The exemption is intended to ensure that the company can maintain production of critical electronic components for vehicles without delays. Other automakers, such as Honda, also reported partial resumption of deliveries around the same period, according to Reuters.
Company Statement: Aumovio confirmed that it expects the exemption to prevent further immediate disruptions. Reuters reports that this marks the first public confirmation from a supplier regarding the approved exemption and its anticipated effect on operations.
The company also stated that it is monitoring shipments carefully to ensure that production schedules remain stable and that supply chain issues do not force further adjustments.
Potential Operational Impact
Reuters notes that automotive suppliers, including Aumovio, had prepared for potential production adjustments or furloughs if chip flows did not stabilize. The exemption allows Aumovio to continue operations without immediate interruptions.
Company spokespersons confirmed that the approval is expected to ensure continued supply for the remainder of 2025. The guidance revision reflects the company’s current operational assessment, including confirmed deliveries and remaining uncertainties about semiconductor availability.
Regulatory and Trade Context
The chip supply disruption followed disputes between the Netherlands and China over semiconductor exports. Reuters reports that Nexperia did not confirm full resumption of shipments, but company spokespersons stated that deliveries can resume under the exemption.
Aumovio is the first supplier to publicly confirm the exemption for its operations. The company noted that receiving the exemption is an important step to maintain its production schedules and meet customer commitments. Reuters reporting highlights the regulatory developments as a key factor in the company’s revised forecast.
The revised 2025 guidance demonstrates Aumovio’s current position amid ongoing supply chain constraints. Reuters reporting emphasizes that the exemption and subsequent forecast adjustment are factual updates based on official company statements, without additional interpretation or speculation. The CEO’s direct statement confirms the exemption and the company’s expectation for continued operations.
This article is based entirely on Reuters reporting, including company statements on 2025 guidance, product lines, corporate structure, chip supply issues, and regulatory exemptions. No interpretive commentary or analysis beyond these reported facts has been added.
Inputs from Diana Chou
Editing by David Ryder
