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Raymond Scott on trade policy

From Lear CEO Ray Scott: AI, Automation, Vertical Integration & Other Keys To Competitiveness - AAH 777 · · Autoline Network

“I'd like to see USMCA stay intact and for North American trade rules to remain competitive — keeping that balance lets us bring jobs back while still being able to export and compete globally.”

Raymond Scott
President, Chief Executive Officer & Director, LEAR CORP
Policy Impact trade policyonshoringsupply chain competitiveness

On , Raymond Scott, President, Chief Executive Officer & Director at LEAR CORP, spoke about trade policy during Lear CEO Ray Scott: AI, Automation, Vertical Integration & Other Keys To Competitiveness - AAH 777 on Autoline Network.

Lear CEO Ray Scott: AI, Automation, Vertical Integration & Other Keys To Competitiveness - AAH 777
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Lear CEO Ray Scott: AI, Automation, Vertical Integration & Other Keys To Competitiveness - AAH 777
Autoline Network
Watch on YouTube
TOPICS: Ray Scott, President and CEO of Lear Corporation, dives deep into the strategic vision driving one of the world's leading automotive suppliers. Scott discusses Lear’s multi-front strategy, from maintaining its leadership in automotive seating to aggressively expanding its footprint in the competitive Chinese market. A significant portion of the conversation focuses on the "E-Systems" segment, where Scott explains how Lear is capitalizing on the transition to electric vehicles through advanced wiring harnesses and cutting-edge zonal compute technology. Whether you are interested in manufacturing logistics, the evolution of vehicle architecture, or global market expansion, this interview provides a masterclass in automotive leadership. Key Moments & Timestamps: [00:00:15] – Introduction: Welcoming Ray Scott and setting the stage for Lear’s current market position. [00:03:42] – The Seating Business: How Lear continues to innovate in comfort, safety, and materials within its core seating division. [00:08:20] – Attacking the Chinese Market: Scott explains Lear's specific growth strategy in China and how they are competing with local players. [00:14:10] – The Shift to E-Systems: An overview of Lear’s electronics division and its importance to the modern EV landscape. [00:19:35] – Wiring Harnesses & Complexity: A look at how Lear is simplifying the "nervous system" of the vehicle to save weight and cost. [00:24:50] – Zonal Compute Technology: Understanding the transition from decentralized modules to streamlined zonal controllers. [00:31:15] – Future Outlook: Ray Scott shares his thoughts on the next five years of automotive innovation and Lear's role in it. PANEL: Ray Scott, President & CEO, Lear Corporation David Welch, Bloomberg Gary Vasilash, shinymetalboxes.net John McElroy, Autoline.tv PATREON:   / autoline   INSTAGRAM:   / autolinenetwork   TWITTER:   / autoline   FACEBOOK:   / autolinenetwork   WEBSITE: http://www.autoline.tv
Raymond Scott

About Raymond Scott

President, Chief Executive Officer & Director · LEAR CORP

Ray Scott, president and CEO of Lear Corporation, discussed the company’s performance and strategy in a February 2026 interview following its year-end earnings report, which he described as a strong year that provided momentum heading into 2026. He addressed the impact of tariffs on the industry and expressed support for keeping USMCA intact, stating that maintaining competitive North American trade rules allows for bringing jobs back while remaining able to export globally. Scott also emphasized the importance of a "survival mindset" and continuous improvement, noting that Lear benchmarks against competitors both inside and outside the automotive industry. In a November 2025 discussion, Scott highlighted Lear’s growth in China, where the company serves a mix of domestic Chinese brands such as BYD, Xiaomi, and Geely, as well as legacy OEMs. He described the Chinese market as moving with "incredible speed" and a focus on rapid innovation and high-quality manufacturing, driven by a "fierce survival instinct" among over 100 OEMs. Scott said Lear has learned from this environment to "blow up traditional paradigms" and adopt modular concepts and parallel processes to stay competitive. He also noted that the story of China’s development and excess capacity is still unfolding.

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