ADAS can be outsourced easy enough, 1 van can do 5 a day. no different to say outsourcing windscreens. Not every car will need recalibration, but the volumes are rising.
PPG is the worlds largest or 2nd largest paint company, ( it started life in plate glass in USA)
The insurers are the King makers in this market. so 2 or 3 supply contracts can make or break you. one of which is IAG and they are going in their own direction, the only unclear thing is the negative impact on AMA into the future. ( be assured it will be negative to their top line. )
AMA Price at posting:
70.0¢ Sentiment: None Disclosure: Not Held
