Lear CEO Details Strategies for Navigating Tariffs, AI Integration & Industry Shifts
SOUTHFIELD, MI – November 13, 2025 – Lear Corporation, a major supplier of automotive seating and electronic systems, is actively addressing challenges posed by tariffs, supply chain complexities, and the rise of artificial intelligence, according to comments made by President and CEO Ray Scott during an Automotive Press Association event at Lear headquarters. The company, based in Southfield, Michigan, is positioning itself as a “valuable asset” in ongoing discussions with original equipment manufacturers (OEMs), or automakers.
Lear, a Tier 1 supplier, is responding to tariffs levied by the Trump administration on vehicles and automotive parts, costs frequently enough passed on to consumers, with the stated goal of increasing U.S. vehicle and parts production. Scott stated, “I’m all for building more here in the U.S.,” adding that the company can ”onshore where it’s necessary.”
The company is also re-evaluating its supply chain, focusing on regional sourcing. “We have to look more regionally,” Scott saeid, emphasizing a need to understand “where components come from.”
Lear is investing in artificial intelligence to enhance efficiency and design processes. Scott highlighted the implementation of “digital tools in automation,” noting AI’s ability to analyze pricing and supplier data. “Thes tools are optimizing peoples’ jobs,” he explained, allowing purchasing employees to focus on vendor relationships.
Addressing competition, Scott acknowledged the significant challenge presented by China‘s rapid innovation and cost reduction in the automotive sector. “We manufacture for China, in China,” he said, adding that Lear has been “blown away how quickly thay moved to innovate products” within the Chinese market.
Internally, scott emphasized the importance of a unified corporate culture, stating, “It only takes one person to take the culture down considerably.” He cited respectful communication as a key element of the desired environment.
Looking ahead, Scott anticipates consolidation within the automotive supplier base, citing “too much capacity” as a driving factor.