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市場調査レポート

北米の自動車部品サプライヤーの分析

The North American Automotive Supplier Report

発行 IHS SupplierBusiness 商品コード 270207
出版日 ページ情報 英文 1153 Pages
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=102.95円で換算しております。
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北米の自動車部品サプライヤーの分析 The North American Automotive Supplier Report
出版日: 2015年03月25日 ページ情報: 英文 1153 Pages
概要

当レポートでは、北米における自動車産業および自動車部品産業について分析し、域内の自動車販売・生産動向や、主要自動車メーカーの概況とサプライヤー管理政策、近年のサプライヤー・ベースの動向、サプライヤーの収益額・収益性・費用、資本支出・投資の見通し、企業合併・買収(M&A)活動などを調査・考察すると共に、主要な部品サプライヤーのプロファイルを取りまとめてお届けします。

北米の自動車産業の経済動向

  • 北米のマクロ経済の概況
  • 経済分析
  • 経済見通し

市場分析

  • 北米の小型車売上の分析および見通し
  • 市場分析
  • 促進要因と将来展望

北米の小型車生産額の分析と見通し

  • 自動車産業の経済に対する貢献度
  • 分析
  • 生産量の見通し
  • 輸入
  • 輸出
  • 生産ミックス

自動車メーカーの活動とサプライヤー管理

  • 自動車メーカーの活動と供給ベース管理:概況
  • 依然として問題のままの生産量制限
  • サプライヤーに負荷がかかる集中プログラム活動
  • 自動車リコールで生じるメーカーとサプライヤー間の新たな戦場
  • 現地調達率目標達成における課題

自動車メーカーの概要

  • GENERAL MOTORS
  • FORD
  • CHRYSLER-FIAT
  • トヨタ自動車
  • 本田技研工業
  • 日産自動車
  • HYUNDAI-KIA
  • VOLKSWAGEN
  • MERCEDES
  • BMW
  • その他(マツダ、スバル(富士重工業)、三菱自動車工業、Tesla)

北米の供給ベースの近年の動向と見通し

  • 改善された市況
  • 北米で最も売上高の大きいサプライヤー
  • サプライヤーの財務状況に肯定的な要因
  • 新車発表活動
  • 投資機運
  • M&A活動

このページに掲載されている内容は最新版と異なる場合があります。詳細はお問い合わせください。

目次

North America was the world's second largest automotive market by sales in 2014 with just over 19.4 million units sold, versus 23 million in China and 18.2 million units in Europe. Prolonged weakness in the European market is the main reason behind this region's positioning in the global ranking, as the European market has contracted from its peak of 22 million units in 2007 down to the 18 million mark over the last three years.

In 2014 North America got back to the 19 million mark around which it floated between 2000 and 2008, when the financial crisis resulted in a collapse of the local market which bottomed out in 2009 at 12.6 million units. The 33% drop in volumes to 12.6 million experienced between 2007 and 2009 represented a significant shock for a region accustomed to annual light vehicle sales volumes of around 19 million.

This shock spurred an overhaul of carmakers' business models as well as their corporate structures. Therefore, the North American market and, in particular, the US one which accounts for about 80% of the regional sales, approaches the 19-million unit mark under different underlying fundamentals. Significant chunks of excess capacity have been cut at several automotive plants in North America, leading to the end of unhealthy over-discounting in order to secure line saturation and reduce imbalances in inventories.

Back in 2006, incentives of various forms amounted to about a 30% discount on the MSRP (manufacturer's suggested retail price) for SUVs and pick-up trucks. OEMs operating in North America are much more cautious about their inventory levels as they strive to achieve profitable unit sales rather than purely maintaining market share at all costs. Cash incentives were in the region of USD2,100 to 2,500 in 2011 and 2012, nearly halved from their mid-2000s levels, entailing higher profitability as average transaction prices have also increased.

About this report

This report looks at the IHS Automotive sales and production data for North America; OEM activity and supplier management; recent developments within the supply base; profitability, revenue and costs outlook; and the capital spending and investment momentum of suppliers The report concludes with over 160 supplier profiles from companies both based in the region and those with a significant presence in North America.

Table of Contents

Economics of the automotive industry in North America

  • North America macroeconomic overview
  • Economic review
  • Economic outlook

Market review

  • North America light vehicle sales review and outlook
  • Market review
  • Driving factors and outlook

North American Light vehicle production review and outlook

  • Automotive industry's contribution to the economy
  • Review
  • Capacity outlook
  • Imports
  • Exports
  • Production mix

OEMs' activity and supplier management

  • Overview of OEMs' activity and their supply base management
  • Capacity constraints remain an issue
  • Intense program activity puts a strain on suppliers
  • Vehicle recalls a new battleground between OEMs and suppliers
  • Challenges in meeting Local content targets

OEM Overview

  • General Motors
  • GM sourcing in North America
  • Ford
  • Ford sourcing in North America
  • Fiat-Chrysler
  • Chrysler-Fiat sourcing in North America
  • Toyota
  • Toyota sourcing in North America
  • Honda
  • Honda's sourcing in North America
  • Nissan
  • Nissan sourcing in North America
  • Hyundai-Kia
  • Hyundai group sourcing in North America
  • Volkswagen
  • Volkswagen sourcing in North America 33
  • Mercedes
  • BMW
  • Other OEMs (Mazda, Fuji Heavy, Mitsubishi, Tesla)

Recent Developments and outlook for the North American supply base

  • Improved market conditions
  • Best-selling suppliers in North America
  • Positive factors for suppliers' financials
  • Launch activity
  • Investment momentum
  • M&A Activity

Figures

  • Figure 1: North America Light Vehicle Sales (2005-2020)
  • Figure 2: North America Light Vehicle Production, by Country (2005-2020)
  • Figure 3: General Motors' North America production volume by country (2013-2018)
  • Figure 4: Ford'sNorth America production volume by country (2013-2018)
  • Figure 5: Fiat-Chrysler North America production volume by country (2013-2018)
  • Figure 6: Toyota's North America production volume by country (2013-2018)
  • Figure 7: Honda's North America production volume by country (2013-2018)
  • Figure 8: Nissan's North America production volume by country (2013-2018)
  • Figure 9: Hyundai-Kia North America production volume by country (2013-2018)
  • Figure 10: Volkswagen's North America production volume by country (2013-2018)
  • Figure 11: Mercedes' North America production volume by country (2013-2018)
  • Figure 12: BMW's North America production volume by country (2013-2018)

Tables

  • Table 1: Top 15 Automotive suppliers by 2013 North American automotive sales

North American Supplier Profiles

  • 3M
  • ABC Group
  • Aisin Seiki (Mexico)
  • Aisin Seiki (United States)
  • Akebono Brake
  • Alcoa
  • Alfa
  • Allison Transmission
  • Alpine Electronics
  • American Axle and Manufacturing
  • Asahi Glass
  • Autoliv (Mexico)
  • Autoliv (United States)
  • Autoneum
  • Axalta
  • BASF
  • Benteler (Mexico)
  • Benteler (United Sates)
  • BorgWarner
  • Bosch (Mexico)
  • Bosch (United States)
  • Bridgestone (mexico)
  • Bridgestone (United States)
  • Brose (Mexico)
  • Brose (United States)
  • Calsonic Kansei (Mexico)
  • Calsonic Kansei (United States)
  • Camaco
  • Clarion
  • Commercial Vehicle Group
  • Continental (Mexico)
  • Continental (United States)
  • Cooper-Standard
  • Cooper Tire & Rubber Company
  • Cummins
  • Dana
  • Delphi
  • Denso
  • Dow Chemical
  • DuPont
  • Dura Automotive
  • Eaton
  • Eberspaecher
  • Exide
  • Faurecia (Mexico)
  • Faurecia (United States)
  • Federal-Mogul
  • Flex-N-Gate
  • Freescale Semiconductor
  • Freudenberg
  • Fuel Systems Solutions
  • FXI
  • Garmin
  • GECOM
  • Gentex
  • Gestamp (Mexico)
  • Gestamp (United States)
  • Gibbs Die Casting
  • GKN (Mexico)
  • GKN (United States)
  • Goodyear
  • Grede Holdings
  • Grupo Antolin
  • Harman
  • Hella (Mexico)
  • Hella (United States)
  • Henniges Automotive
  • Hitachi
  • Honeywell
  • Hutchinson (Mexico)
  • Hutchinson (United States)
  • IAC
  • Inalfa
  • Inteva Global Headquarters
  • ITW
  • Johnson Controls
  • Johnson Electric
  • JTEKT
  • Keihin
  • Key Plastics
  • Koito
  • KSPG
  • Lear
  • Linamar
  • Magna
  • Magneti Marelli
  • MAHLE (Mexico)
  • MAHLE (United States)
  • Mando
  • Martinrea
  • Maxwell Technologies
  • Meritor
  • Metaldyne
  • Michelin (Mexico)
  • Michelin (United States)
  • Mitsuba (Mexico)
  • Mitsuba (United States)
  • Mitsubishi Electric
  • Modine
  • Navistar
  • NHK Spring
  • Nihon Plast
  • Nippon Sheet Glass
  • Nissin Kogyo
  • Novelis
  • NSK
  • NTN
  • Ogihara
  • Omron
  • Parker Hannifin
  • Philips
  • Pioneer
  • Plastic Omnium
  • PPG Industries
  • Remy International
  • SABIC Innovative Plastics
  • Saint-Gobain
  • Sanden (Mexico)
  • Sanden (Unite States)
  • Schaeffler (Mexico)
  • Schaeffler (United States)
  • Shiloh Industries
  • Showa Corporation
  • Sirius XM
  • SKF
  • Stanley Electric
  • Stoneridge
  • Sumitomo Electric
  • Superior Industries
  • Takata (Mexico)
  • Takata (United States)
  • Tenneco
  • Texas Instruments
  • ThyssenKrupp (Mexico)
  • ThyssenKrupp (United States)
  • TI Automotive (Mexico)
  • TI Automotive (United States)
  • Toyoda Gosei (Mexico)
  • Toyoda Gosei (United States)
  • Toyota Boshoku
  • Trelleborg (Mexico)
  • Trelleborg (United States)
  • TS Tech
  • Valeo (Mexico)
  • Valeo (United States)
  • Visteon
  • Webasto (Mexico)
  • Webasto (United States)
  • Yazaki (Mexico)
  • Yazaki
  • ZF (Mexico)
  • ZF (United States)
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