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市場調査レポート

地域の自動車サプライヤーレポート:5レポートバンドル版

Regional Automotive Supplier Reports Bundle - 5 reports

発行 IHS SupplierBusiness 商品コード 341888
出版日 ページ情報 英文
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=106.02円で換算しております。
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地域の自動車サプライヤーレポート:5レポートバンドル版 Regional Automotive Supplier Reports Bundle - 5 reports
出版日: 2015年10月06日 ページ情報: 英文
概要

本レポートシリーズでは、世界の主要10地域/国における自動車産業の動向とOEMおよびサプライヤーの展望について調査し、各地域の自動車産業および自動車部品産業の概要、市場の現状と成長見通し・市場機会、市場影響因子、関連法規制、市場構造、OEMの供給基盤に関する取り組み、OEMとサプライヤーとの関係性、サプライヤーのプロファイルなどをまとめています。本サービスでは、その中からお好みの5本をお選びいただき、セット料金にて販売いたします。

中東・アフリカ:自動車サプライヤーレポート

  • 中東・アフリカ地域の自動車&サプライヤー市場の概要
  • 6つの自動車産業の概要
  • 展望:豊富な市場機会
  • サプライヤーのプロファイル

北米の自動車サプライヤーレポート

  • 北米の自動車産業のエコノミクス
  • 市場レビュー
  • 北米の軽量自動車製造のレビューと展望
  • OEMの取り組み・サプライヤー管理
  • OEM概要
  • 北米の供給基盤の近年の発展動向・展望
  • 北米のサプライヤーのプロファイル

ASEAN諸国の自動車サプライヤーレポート

  • イントロダクション
  • ASEAN諸国の自動車産業
  • ASEAN諸国の自動車部品サプライヤー産業
  • インドネシア
  • マレーシア
  • フィリピン
  • タイ
  • ベトナム、など

韓国の自動車サプライヤーレポート

  • 韓国:マクロ経済概要
  • インフラ開発プロジェクトへの計画投資
  • 国家による自動車関連政策・プラン
  • 製造におけるメリット
  • 自動車産業とサプライチェーンの概要
  • 自動車部品産業の概要
  • OEMとサプライヤーとの関係
  • 供給元と供給先
  • 市場機会・課題・将来の展望

日本の自動車サプライヤーレポート

  • エグゼクティブサマリー
  • マクロ経済的展望
  • 産業概要
  • 製造戦略
  • パワートレインの戦略
  • 日本の自動車供給基盤
  • 政府の政策・法規制
  • 市場・経済の展望
  • サプライヤーのプロファイル

メキシコの自動車サプライヤーレポート

  • エグゼクティブサマリー
  • メキシコのメリット
  • メキシコの自動車産業
  • メキシコのサプライヤー産業
  • 政策・法規制
  • 展望と課題
  • インタビュー
  • サプライヤーサーベイ
  • サプライヤーのプロファイル

メルコスール加盟国の自動車サプライヤーレポート

  • メルコスール加盟国の自動車&サプライヤー市場の概要
  • アルゼンチン
    • マクロ経済環境の概要
    • 自動車産業とサプライチェーンの概要
    • 輸出先国とその動向
    • 自動車部品産業の概要
    • OEMとサプライヤーとの関係
    • 市場機会・課題・将来の展望
  • ブラジル
    • マクロ経済環境の概要
    • 自動車産業とサプライチェーンの概要
    • 自動車部品産業の概要
    • OEMとサプライヤーとの関係
    • 市場機会・課題・将来の展望
  • サプライヤープロファイル

中国の自動車サプライヤーレポート

  • 中国の自動車産業のエコノミクス
  • OEMの取り組みとサプライヤー管理
  • OEMトップ10社の概要
  • 中国の供給基盤における近年の発展動向・展望
  • サプライヤーのプロファイル

欧州の自動車サプライヤーレポート

  • 欧州の自動車産業のエコノミクス
  • OEMのアクティビティとサプライヤー管理
  • OEMの概要
  • 欧州の供給基盤における近年の発展動向・展望
  • 欧州のサプライヤーの財務動向・M&A
  • サプライヤーのプロファイル

インドの自動車サプライヤーレポート

  • エグゼクティブサマリー
  • イントロダクション
  • 自動車製造
  • インドの自動車部品産業
  • OEMとサプライヤーの関係
  • インドの自動車クラスター
  • インドのサプライヤー産業の課題
  • 政府の政策
  • インフラ開発
  • インドのサプライヤー産業のサーベイ
  • サプライヤーのプロファイル
目次

New and updated reports for 2015 include Middle East & Africa, North America, India, South America, ASEAN, South Korea and Europe.

IHS SupplierBusiness' Regional Supplier Reports take an in-depth look at the landscape and drivers of the automotive industry, identifying areas for future growth for both OEMs and suppliers for key automtoive regions around the globe. This bundle will provide you with access to five reports of your choice for the price of three.

Each report looks at the economics of the automotive industry , particularly relating to the supply base. It provides an overview of the macroeconomic environment including vehicle sales, production, imports and exports. In addition, the report looks at OEMs' activity, relations with the supply base. This research utilises IHS Automotive's Light-Vehicle Production Forecasts; the industry standard for automotive forecasting and analysis.

The report also includes an appendix of key supplier profiles from both local suppliers or the localised operations of global suppliers. These profiles provide you with relevant data on corporate strategy, investments, product offerings and contact information all built from SupplierBusiness research. Each profile also provides a breakdown of each global supplier's manufacturing footprint.

Table of Contents

The Middle East and Africa Automotive Supplier Report

Middle East & Africa Automotive & Supplier Market Overview

  • Big Variation among MEA Region Economies
  • Mixed Investment Climates
  • Stable Infrastructure Still a Bottleneck
  • Economic Growth Important in Increasing VehicleOwnership
  • Marked Differences in Automotive Industries

Overview of the Six Automotive Industries

  • The Region Dominated by French Carmakers
  • Vehicle Exports Growing in Some Markets
  • Investments in the Automotive Industry in the MEA Region
  • Supplier Chain Growth Variance by Country
  • Emissions and Vehicle Safety Issues not in the forefront

Mixed Outlook: Plenty of Opportunities

Supplier Profiles

Figures

  • Figure 1: Light-vehicle sales in Middle East and Africa regions (2010-2017)
  • Figure 2: Light-vehicle production in Middle East and Africa regions (2010-2018)
  • Figure 3: South Africa: Vehicle Exports as a Percentage of Vehicle Production (%)

Tables

  • Table 1: MEA Region Profile
  • Table 2: Vehicle Ownership Profile
  • Table 3: GDP growth rates for MEA countries (2006-2017)
  • Table 4: Six-Factor Country Risk Assessment
  • Table 5: FDI flow into MEA countries (2000-2013)
  • Table 6: Road Conditions in the MEA Region
  • Table 7: Fuel Subsidies and Fuel Prices
  • Table 8: Passenger Carmakers and Assemblers in the MEA Region
  • Table 9: New Investment Announcements by Carmakers in the MEA Region:
  • Table 10: New Investment Announcements by Suppliers in the MEA Region
  • Table 11: Overview of Vehicle Safety Regulations & Statistics:
  • Table 12: Middle East and Africa Light-vehicle production forecast (2014-2018)

The North American Automotive Supplier Report

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)

The ASEAN Automotive Supplier Report

Introduction

  • Trade
    • Export and import
    • Deficit
  • Foreign direct investment (FDI)
    • GDP
  • Industrial production
  • Population, labor force and minimum wage
  • Inflation
  • Interest rate
  • Exchange rate
  • Private Consumption
  • Ease of doing business

ASEAN automotive industry

  • Vehicle parc and density
  • Light vehicle production
  • Light vehicle sales
  • Light vehicle import and export
  • Medium and heavy vehicle production and sales

ASEAN's auto component supplier industry

  • Automotive component production, import and export
  • Engine and transmission production

Indonesia

Key economic indicators

  • GDP
  • Industrial production
  • Foreign direct investment (FDI)
  • Population and unemployment rate
  • Consumer demand
  • Interest rate
  • Currency movement
  • Infrastructure
  • Roads
  • Railways
  • Waterways
  • Airports
  • Ports
  • Political environment

Business atmosphere

  • Legal framework
  • Tax system
  • Ease of doing business
  • Automotive policies and regulations
  • Emission norms
  • LCGC policy
  • Alternate powertrain vehicle policy

Vehicle taxation

  • Taxation of imported CBU units
  • Taxation of imported CKD units
  • Taxation of imported SKD units
  • Non-tariff Barriers
  • Trade agreements
  • ASEAN Free Trade Area (AFTA) 23
  • ASEAN Economic Community (AEC)
  • Asia-Pacific Economic Cooperation (APEC)
  • ASEAN Car Project

Overview of Indonesia's automotive industry

  • Vehicle parc and density
  • Light vehicle sales
  • Automakers in Indonesia
  • Vehicle segments
  • Light vehicle production
  • Light vehicle import
  • Light vehicle export
  • Medium and heavy commercial vehicle sales and production
  • Investments by automakers
  • Automotive component supplier industry
  • Automotive component production
  • Electrical/electronic components
  • Powertrain components
  • Automotive component import and export
  • OEM-Supplier relationship
  • Localisation trends
  • Cluster development
  • R&D Capabilities

Malaysia

Key economic indicators

  • GDP
  • Industrial production
  • Population and unemployment rate
  • Consumer demand
  • Foreign direct investment (FDI)
  • Exchange rate
  • Infrastructure
  • Roads
  • Railways
  • Waterways
  • Airports
  • Political environment
  • Legal framework
  • Tax system
  • Ease of doing business in Malaysia
  • National Automotive Policy (NAP)
  • Special focus on EEVs
  • NAP incentives
  • NAP drives investment
  • Non-tariff barriers
  • ASEAN car project
  • Emission norms
  • Safety

Malaysian automotive industry

  • Vehicle parc and density
  • Light vehicle sales
  • Perodua and Proton have largest market share
  • Medium and heavy commercial vehicle sales
  • Light vehicle import
  • Light vehicle production
  • Medium and heavy commercial vehicle production
  • Light vehicle export
  • Domestic players target smaller markets for vehicle exports

Automotive supplier industry in Malaysia

  • Thermal system production highest, followed by chassis and powertrain
  • Auto parts import and export
  • OEM-supplier relationship
  • R&D capabilities
  • Cluster development

Philippines

Macroeconomic overview

Automotive industry in the Philippines

  • Light vehicle production and sales
  • Light vehicle import and export
  • Medium and heavy vehicle production and sales
  • OEMs in the Philippines

Auto components manufacturers

  • Policy and regulatory environment
  • Comprehensive Automotive Resurgence Strategy (CARS)
  • OEM-supplier relationship
  • Recent developments of automakers
  • Auto parts suppliers in Philippines

Thailand

  • GDP and GDP per capita
  • Industrial production
  • Population and labour force
  • Inflation and interest rate
  • Exchange rate
  • Foreign direct investment
  • Consumer confidence
  • Business environment
  • Political environment
  • Infrastructure
  • Free trade agreements
  • Vehicle parc and density
  • Light vehicle production and sales
  • Light vehicle import and export
  • OEMs in Thailand
  • Medium and heavy vehicle production and sales

Thailand's auto component supplier industry

  • OEM-Supplier relationship
  • Localisation trends
  • Policy and regulatory environment for automotive industry
  • Emissions
  • Light-duty gasoline vehicles
  • Light-duty diesel vehicles
  • Heavy-duty gasoline vehicles
  • Tax incentives
  • Vehicle taxation (incl. import duties and restrictions)
  • Import/excise duties
  • Investment incentives

Vietnam

Key economic indicators

  • GDP
  • Consumer demand
  • Inflation
  • Bank lending rate
  • Industrial production
  • Foreign direct investment
  • Population, labour force, and unemployment rate
  • Currency movement
  • Infrastructure
    • Roads
    • Railways
    • Waterways
    • Airports
  • Political environment
  • Geopolitical environment

Business atmosphere

  • Legal framework
  • Tax system
  • Ease of doing business
  • Automotive policies and regulations
  • Emission norms
  • Vehicle taxation
  • Trade agreements
  • ASEAN Free Trade Area (AFTA)
  • ASEAN Economic Community (AEC)

Overview of Vietnam's automotive industry

  • Vehicle parc and density
  • Light vehicle sales

Automakers in Vietnam

  • Vehicle segments
  • Light vehicle production
  • Light vehicle imports
  • Light vehicle exports
  • Medium and heavy commercial vehicle sales and import

Investments by automakers

Automotive component supplier industry

  • Engine production in Vietnam
  • Automotive component import and export
  • Localisation trends
  • R&D capabilities
  • Cluster development

Outlook

Key economic indicators

  • GDP
  • Consumer demand
  • Bank rate and Inflation
  • Industrial production
  • Foreign direct investment (FDI)
  • Population and unemployment rate
  • Currency movement
  • Vehicle parc and density

Automotive Industry

  • Light vehicle sales
  • Light vehicle production
  • Light vehicle imports
  • Light vehicle export

Medium and heavy commercial vehicle sales and production

Automotive component production

  • Powertrain
  • Thailand
  • Indonesia
  • Malaysia
  • Philippines

Figures

  • Figure 1: ASEAN Net FDI inflow by country
  • Figure 2: ASEAN GDP Growth rate
  • Figure 3: ASEAN GDP per capita
  • Figure 4: ASEAN Industrial Production
  • Figure 5: ASEAN Light-vehicle Production
  • Figure 6: ASEAN Light-vehicle Production by country
  • Figure 7: ASEAN Light-vehicle Sales
  • Figure 8: ASEAN Light-vehicle Sales by Country
  • Figure 9: ASEAN Light-vehicle imports
  • Figure 10: ASEAN Light-vehicle Exports
  • Figure 11: ASEAN MHCV Production
  • Figure 12: ASEAN MHCV Sales
  • Figure 13: ASEAN Component Production
  • Figure 14: ASEAN Component Imports by Country
  • Figure 15: ASEAN Component Exports by Country
  • Figure 16: ASEAN Engine Production, 2008-2014
  • Figure 17: ASEAN Transmission production, 2008-2014
  • Figure 18: GDP per capita and GDP growth, 2005-2014
  • Figure 19: Industrial production growth, 2006-2015
  • Figure 20: Total FDI, 2005-2014
  • Figure 21: Population versus unemployment rate, 2005-2014
  • Figure 22: Movement of rupiah with US dollar and euro
  • Figure 23: Light vehicle parc, 2005-2014
  • Figure 24: Light vehicle density, 2005-2014
  • Figure 25: Light vehicle sales, 2005-2014
  • Figure 26: Light vehicle sales of leading automakers, 2005-2014
  • Figure 27: Light vehicle market share by global segment
  • Figure 28: Light vehicle production, 2005-2014
  • Figure 29: Light vehicle production of leading manufacturers, 2005-2014
  • Figure 30: Indonesia - Light vehicle production by segment
  • Figure 31: Light vehicle imports, 2005-2014
  • Figure 32: Leading light vehicle importers, 2005-2014
  • Figure 33: Major light vehicle import source regions
  • Figure 34: Light vehicle exports, 2005-2014
  • Figure 35: Leading light vehicle exporters, 2005-2014
  • Figure 36: Major light vehicle export destinations
  • Figure 37: MHCV sales and production, 2005-2014
  • Figure 38: Automotive component production, 2013-2017
  • Figure 39: Production of electrical/electronic components, 2013-2017
  • Figure 40: Engine and transmission production, 2005-2017
  • Figure 41: Production of thermal components, 2013-2017
  • Figure 42: Malaysia Nominal per-capita GDP & Real GDP growth rate
  • Figure 43: Malaysia Industrial production
  • Figure 44: Malaysia population & unemployment
  • Figure 45: Malaysia Consumption & Net imports
  • Figure 46: Malaysia consumer price index
  • Figure 47: Malaysia policy interest rate
  • Figure 48: Malaysia FDI Inflow and Outflow
  • Figure 49: MYR/USD Annual average exchange rate
  • Figure 50: Malaysia light vehicle parc
  • Figure 51: Malaysia light vehicle density
  • Figure 52: Malaysia light vehicle sales
  • Figure 53: OEM Malaysia market share for light vehicles in 2010 & 2014
  • Figure 54: Malaysia light vehicle sales by automakers
  • Figure 55: MHCV sales in Malaysia
  • Figure 56: Malaysia light vehicle imports
  • Figure 57: Light vehicle production in Malaysia
  • Figure 58: Malaysia light vehicle production by OEM
  • Figure 59: MHCV production in Malaysia
  • Figure 60: Malaysia light vehicle export by automakers
  • Figure 61: Malaysia total production of auto parts
  • Figure 62: Malaysia automotive components production, 2014
  • Figure 63: Malaysia production of thermal components
  • Figure 64: Malaysia Total engine & transmissions production (2008-2014)
  • Figure 65: Philippines GDP per capita and GDP growth 2008-2014
  • Figure 66: Industrial production growth in Philippines, 2005-2014
  • Figure 67: Philippines population versus unemployment Rate, 2007-2014
  • Figure 68: Philippines currency movement
  • Figure 69: Philippines total FDI, 2005-2014
  • Figure 70: Philippines light vehicle parc 2004-2013
  • Figure 71: Philippines light vehicle density 2004-2014
  • Figure 72: Philippines light vehicle sales and production 2005-2014
  • Figure 73: Light vehicle Imports in Philippines
  • Figure 74: Philippines medium and heavy vehicle sales and production 2005-2014
  • Figure 75: Philippines light vehicle sales by OEM 2011-2014
  • Figure 76: Philippines light vehicle production by OEM 2010-2014
  • Figure 77: Philippines exports, imports and sales of automotive components
  • Figure 78: Thailand GDP Per Capita and GDP Growth, 2007-2014
  • Figure 79: Thailand Industrial Production Growth, 2004-2014
  • Figure 80: Thailand Population versus Unemployment Rate, 2007-2014
  • Figure 81: Thailand movement of Bank Interest Rate with Inflation, Jan 2009-Jan 2015
  • Figure 82: Thailand movement of Thai Bhat with US dollar and euro
  • Figure 83: Total FDI in Thailand, 2004-2014
  • Figure 84: Thailand light vehicle Parc 2004-2014
  • Figure 85: Thailand light vehicle density 2004-2014
  • Figure 86: Thailand light vehicle production and sales
  • Figure 87: Thailand light vehicle exports
  • Figure 88: Thailand light vehicle imports
  • Figure 89: Thailand light vehicle production by OEM
  • Figure 90: Thailand light vehicle sales by OEM
  • Figure 91: Thailand MHCV sales and production
  • Figure 92: Thailand automotive components sales, exports and imports
  • Figure 93: Thailand engine production
  • Figure 94: Thailand transmission production
  • Figure 95: Vietnam's GDP per capita and GDP growth, 2008-2014
  • Figure 96: Vietnam Average consumer price index, 2005-2014
  • Figure 97: Vietnam's population versus unemployment rate, 2008-2014
  • Figure 98: Movement of dong with US dollar and euro, 2008-2014
  • Figure 99: Vietnam - Light vehicle density, 2008-2014
  • Figure 100: Vietnam - Light vehicle parc, 2008-2014
  • Figure 101: Light vehicle sales in Vietnam, 2005-2014
  • Figure 102: Market share of leading vehicle manufacturers in Vietnam
  • Figure 103: Vietnam light vehicle sales of leading automakers, 2005-2015
  • Figure 104: Vietnam light vehicle market share by global segment
  • Figure 105: Light vehicle production in Vietnam, 2005-2014
  • Figure 106: Light vehicle production of leading manufacturers in Vietnam, 2010-2014
  • Figure 107: Light vehicle imports in Vietnam, 2008-2014
  • Figure 108: Leading light vehicle importers in Vietnam, 2012-2014
  • Figure 109: Light vehicle exports from Vietnam, 2005-2014
  • Figure 110: Leading light vehicle exporters in Vietnam, 2010-2014
  • Figure 111: MHCV sales in Vietnam, 2005-2014
  • Figure 112: ASEAN GDP Per Capita
  • Figure 113: ASEAN GDP Growth Rate
  • Figure 114: ASEAN Industrial Production
  • Figure 115: ASEAN Light-vehicle Parc
  • Figure 116: ASEAN Light-vehicle Sales
  • Figure 117: ASEAN Light-vehicle Sales by Country
  • Figure 118: ASEAN Light-vehicle Production
  • Figure 119: ASEAN Light-vehicle Production by Country
  • Figure 120: ASEAN MHCV Sales
  • Figure 121: ASEAN MHCV Production
  • Figure 122: ASEAN Component Production
  • Figure 123: ASEAN Engine Production
  • Figure 124: ASEAN Transmission Production
  • Figure 125: ASEAN Chassis Production

Tables

  • Table 1: ASEAN Free Trade Agreementss
  • Table 2: Free Trade Agreements under negotiation
  • Table 3: Light vehicle assemblers in Indonesia
  • Table 4: OEMs investments in Indonesia in 2014
  • Table 5: Planned light vehicle production launches in Indonesia, 2015-2020
  • Table 6: Major automotive suppliers in Indonesia
  • Table 7: Major electrical/electronic components suppliers in Indonesia
  • Table 8: Engine manufacturers in Indonesia
  • Table 9: Transmission manufacturers in Indonesia
  • Table 10: Major thermal components suppliers in Indonesia
  • Table 11: Developments in Indonesian supplier industry in 2014
  • Table 12: OEM and supplier presence by region
  • Table 14: OEM developments in 2014
  • Table 16: Major automotive suppliers in Malaysia
  • Table 17: Malaysia's Automotive clusters
  • Table 18: Comprehensive Automotive Resurgence Strategy (CARS)
  • Table 19: Automotive clusters in Philippines
  • Table 20: Recent developments of automakers in Philippines
  • Table 21: Auto parts suppliers in Philippines
  • Table 22: OEMs in Thailand
  • Table 23: OEM developments in 2014
  • Table 24: Suppliers' developments in 2014
  • Table 25: Emissions standards for new light-duty gasoline vehicles
  • Table 26: Emissions standards for light-duty diesel vehicles (g/km)
  • Table 27: Emissions standards for diesel-fuelled heavy-duty vehicles
  • Table 28: Thailand import/excise duties
  • Table 29: Light vehicle assemblers in Vietnam
  • Table 30: OEM investments in Vietnam in 2014
  • Table 31: Planned light vehicle production launches in Vietnam, 2015-2020
  • Table 32: Major automotive suppliers in Vietnam
  • Table 33: Investments by suppliers in Vietnam in 2014
  • Table 34: R&D capabilities of major automotive suppliers in Vietnam

The South Korean Automotive Supplier Report

South Korea - Overview of Macro Economic Situation

  • Real GDP Development

Planned Investment in Infrastructure Development Projects

National Automotive Policy & Plans

  • IHS Overview
  • Industry Development
  • Tax Structure
  • Non-Tariff Barriers
  • Regulations - Emissions & Safety

Maanufacturing Advantage

Overview of Automotive Industry & Supply Chain

  • Structure of Automotive Industry
  • Recent Production Data & Forecasts
  • Export Destinations & Trends
  • Manufacturing Presence of OEMs & Production Bases
  • Vehicle Parc and Density
  • Investments by OEMS

Overview of Vehicle Component Industry

  • Investments by Vehicle Component Suppliers
  • List of Joint-ventures and Mergers & Acquisitions in 2013/2014
  • Acquisitions:
  • Joint-ventures:

OEM Supplier Relationship

  • Involvement of Automakers in Supplier Development
  • Technology Trends
  • Cluster Development
  • R&D Capabilities

Who Supplies Whom

Opportunities, Challenges & Future Outlook

  • Short-term Production Overview
  • Long-term Production Overview

Figures

  • Figure 1: South Korea Light-vehicle Sales Market Share by Design Parent (2015F)
  • Figure 2: South Korea Light-vehicle Production by Global Production Segment (2010-2015)
  • Figure 3: Kia Light-vehicle Sales by Region (2015F)
  • Figure 4: Hyundai Light-vehicle Sales by Region (2015F)
  • Figure 5: South Korea Light-vehicle Production by Production Brand (2010-2015)
  • Figure 6: South Korea Light-vehicle Production by Manufacturer (2012-2017)

Tables

  • Table 1: South Korea - Key Macro-Economic Data
  • Table 2: Special Excise Tax Rates and Other Vehicle Taxes
  • Table 3: Annual Automotive Tax Rates for Personal Use Vehicles
  • Table 4: Fuel Excise Tax
  • Table 5: Automotive Import Duties
  • Table 6: Fuel-Efficiency Grades
  • Table 7: Shareholdings in Carmakers in South Korea
  • Table 8: Carmakers' Plants in South Korea & Production Capacities
  • Table 9: Planned New Car Models in South Korea
  • Table 10: Carmaker's Plant Locations

This report includes an appendix of 54 profiles on South Korean automotive suppliers

  • ACS
  • Atlas BX
  • Austem
  • Central Corporation
  • Daehan Solution
  • Daesung Electric
  • Daesung Eltec
  • Daewon Kang Up
  • DAS
  • Dayou A Tech
  • Denso Korea Automotive
  • DIC
  • Dongah Tire & Rubber
  • Dongbo Industrial
  • Dongyang Mechatronics
  • DRB Holding
  • Duck II Industry
  • Duckyang Industry
  • Ecoplastic
  • Frixa
  • Hanil E-Hwa
  • Hanil Precision
  • HeesungCatalysts
  • Hwashin
  • Hyosung Corporation
  • Hyundai Sungwoo Automotive
  • Iljin Global
  • INFAC Corporation
  • Inzi Controls
  • Jico
  • Kiswire
  • KM&I
  • KOMOS
  • Korea Flange
  • Kyung Chang Industrial
  • Hyung Chang Wiper
  • Kyungshin Corporation
  • Leehan Corporation
  • Pyeong Hwa Automotive
  • S&T Dynamics
  • S&T Motiv
  • Samsung SDI
  • Sangsin Brake
  • Sebang Global Battery
  • Sejung
  • Shinhan Valve Industrial
  • SL Corporation
  • Sungwoo Hitech
  • THN Corporation
  • Unick Corporation
  • Wooshin Industrial
  • Wooshin Safety Systems
  • Yoosung Enterprose
  • Yura Corporation

The Japanese Automotive Supplier Report

Executive Summary

Chapter 1: Macroeconomic outlook

  • Gross domestic product
  • Government debt
  • Domestic demand and consumer confidence
  • Trade deficit
  • Industrial production
  • Shrinking population and unemployment rate
  • Exchange rate
  • Inflation
  • Interest rate
  • Foreign direct investment
  • Free trade agreement (FTA) / Economic partnership agreement (EPA)
  • Infrastructure
  • Stock market
  • Business environment
  • Resolving insolvency

Chapter 2: Industry overview

  • Light vehicle sales
  • Toyota has the largest market share in LV sales
  • Medium and Heavy Commercial Vehicle Sales
  • Light vehicle production
  • Medium Heavy Commercial Vehicle Production
  • Overseas vehicle production by Japanese carmakers
  • Vehicle export from Japan
  • North America - Japan's top export market
  • Mexico - top competitor for US market
  • Japan's imported vehicle market
  • European automakers lead Japan's foreign car market
  • Robust demand for compact cars drives sales of foreign-brand cars

Chapter 3: Production strategy

  • Toyota's production strategy
  • Nissan's production strategy
  • Honda's production strategy
  • Suzuki's production strategy
  • Mazda's production strategy
  • Automakers' investment in Japan and overseas markets
  • OEM purchasing strategy
  • OEM-supplier relation on keiretsu model under pressure
  • OEMs' supply chain management after 2011
  • Japanese OMEs components sourcing from Japan expected to decrease
  • Rising price-fixing charges could hurt Japanese suppliers' image

Chapter 4: Powertrain Strategy

  • Toyota puts ICE engine technology under spotlight
  • Mazda's SKYACTIVE technology
  • Honda's Earth Dreams technology
  • Nissan developing new engines with Renault
  • Powertrain production in Japan
  • CVT most popular in Japan
  • Powertrain sourcing
  • Alternate powertrain production on the rise
  • Plug-in vehicles
  • Fuel cell electric vehicles
  • Alternate powertrain battery production to rise, especially lithium-ion battery
  • High competition in EV battery market

Chapter 5: Japan's Automotive Supply Base

  • Impact of twin disasters
  • Automotive component sales
  • Equipping more vehicles with safety technologies
  • Suppliers boost overseas production
  • Consolidation and investments
  • Automotive component imports
  • Trade agreements support automotive component imports
  • Automotive component exports
  • Research and development
  • Top 10 Japanese automotive suppliers
  • Denso
  • Bridgestone
  • Aisin Seiki
  • Yazaki
  • Sumitomo Electric
  • Toyota Boshoku
  • JTEKT
  • Calsonic Kansei
  • Hitachi
  • Panasonic

Chapter 6: Government Policy and Regulations

  • Taxation
  • Japanese government to amend taxation system
  • Vehicle emissions policy
  • Safety norms
  • Reduce annual number of road fatalities and injuries to below 700,000 by 2015.
  • Vehicle recall system
  • Fuel efficiency
  • Taxes and regulations for alternate-powertrain vehicles
  • Plug-in vehicle infrastructure
  • FCEV Infrastructure

Chapter 7: Market and Economic Outlook

  • Light vehicle sales
  • Light vehicle production
  • Light vehicle exports
  • Japanese automakers' overseas vehicle production to increase
  • Japanese auto suppliers to expand in emerging markets
  • Auto parts sales to weaken
  • Production of transmissions and engines to drop by 2020
  • Production of alternate powertrain vehicles to rise
  • Infrastructure for alternate powertrain vehicles to expand
  • International automakers upbeat about market prospects in Japan
  • GDP growth
  • Labour market
  • Foreign direct investment
  • Supplier Profiles

Figures

  • Figure 1: Nominal GDP and Real GDP Growth Rate
  • Figure 2: Per Capita GDP
  • Figure 3: Public Debt
  • Figure 4: Domestic Demand
  • Figure 5: Export and Import
  • Figure 6: Industrial production
  • Figure 7: Unemployment rate
  • Figure 8: Population
  • Figure 9: Average Monthly Exchange Rate
  • Figure 10: Yen Movement and Export Volume Trend
  • Figure 11: Consumer price index
  • Figure 12: FDI inflow and outflow
  • Figure 13: World's Top Five Automotive Markets by Vehicle Sales
  • Figure 14: World's Top Five Automotive Markets by Vehicle Production
  • Figure 15: Light Vehicle Sales in Japan
  • Figure 16: OEM Market Share for Light Vehicles in 2009 and 2013
  • Figure 17: OEM Light Vehicle Sales in Japan
  • Figure 18: MHCV Sales in Japan
  • Figure 19: Annual Light Vehicle Production in Japan
  • Figure 20: Light Vehicle Production by OEM in Japan
  • Figure 21: MHCV Production in Japan
  • Figure 22: Domestic and overseas production by Japanese automakers
  • Figure 23: Toyota's Vehicle Production, Sales and Exports
  • Figure 24: Toyota Sales Break Up by Region
  • Figure 25: Nissan's Vehicle Production, Sales and Exports
  • Figure 26: Nissan Sales Break Up by Region
  • Figure 27: Honda's Vehicle Production, Sales and Exports
  • Figure 28: Honda Sales Break Up by Region
  • Figure 29: Suzuki's Vehicle Production, Sales and Exports
  • Figure 30: Suzuki Sales Break Up by Region
  • Figure 31: Mazda's Vehicle Production, Sales and Exports
  • Figure 32: Mazda Sales Break Up by Region
  • Figure 33: Light Vehicle Engine Production in Japan
  • Figure 34: Light Vehicle Transmission Production in Japan
  • Figure 35: Transmission in Vehicles in Japan by Type
  • Figure 36: Hybrid Powertrain Production in Japan
  • Figure 37: Plug-in Vehicle Production in Japan
  • Figure 38: Li-ion and Ni-MH Battery Production in Japan
  • Figure 39: Automotive Component Sales, 2013
  • Figure 40: Automotive Component Sales by Segment, 2013
  • Figure 41: Sales of Electrical/Electronics Components, 2013
  • Figure 42: Sales of Interior components, 2013
  • Figure 43: Share of Overseas Sales in Total Sales for Major Japanese Suppliers, 2009 and 2013
  • Figure 44: Top 10 Automotive Suppliers in Japan, by Saless
  • Figure 45: Denso's Financial Performance, FY2008-FY2014
  • Figure 46: Bridgestone's Financial Performance, FY2008-FY2014
  • Figure 47: Aisin Seiki's Financial Performance, FY2008-FY2014
  • Figure 48: Sumitomo Electric's Financial Performance, FY2008-FY2014
  • Figure 49: Toyota Boshoku's Financial Performance, FY2008-FY2014
  • Figure 50: Calsonic Kansei's Financial Performance, FY2008-FY2014
  • Figure 51: Hitachi's Financial Performance, FY2008-FY2014
  • Figure 52: Panasonic's Financial Performance, FY2008-FY2014
  • Figure 53: Plug-in Vehicle Charging Stations in Japan

Tables

  • Table 1: Automakers' Japanese Investments
  • Table 2: Automakers' Investments Outside Japan
  • Table 3: Key Keiretsu partnerships in Japanese automotive supplier industry
  • Table 4: Honda is gradually introducing EDT engines across its models
  • Table 5: Major domestic automotive suppliers in Japan
  • Table 6: Major M&A deals in Japanese automotive supplier industry, 2012-2014
  • Table 7: Major JVs in Japanese automotive supplier industry, 2012-2014
  • Table 8: Major investments in Japanese automotive supplier industry, 2012-2014
  • Table 9: R&D expenditures of major Japanese automotive suppliers
  • Table 10: Engine Production by Fuel Type

This report contains an appendix of over 120 automotive supplier profiles of companies either based in Japan, or the Japanese operations of global tier-1s

  • ADVICS
  • AESC
  • Ahresty
  • Aichi Machine Industry
  • Aichi Steel
  • Aisan Industry
  • Aisin
  • Aisin Seiki - Global Headquarters
  • Akebono Brake - Global Headquarters
  • Alcoa
  • Alpha Corporation
  • Alpine Electronics - Global Headquarters
  • Alps Electric - Global Headquarters
  • Asahi Glass - Global Headquarters
  • Asahi Kasei - Global Headquarters
  • Asahi Tec - Global Headquarters
  • Ashimori - Global Headquarters
  • Asti
  • Autoliv
  • Blue Energy Japan
  • BorgWarner
  • Bosch
  • Bridgestone - Global Headquarters
  • Calsonic Kansei - Global Headquarters
  • Chuo Spring
  • Clarion - Global Headquarters
  • Continental
  • Cooper-Standard
  • Dana
  • Denso - Global Headquarters
  • Eagle Industry
  • Enax
  • Exedy
  • Faltec
  • Faurecia
  • F-Tech
  • Fuji Electric - Global Headquarters
  • Fuji Kiko
  • Fuji Oozx
  • Fujitsu
  • Furukawa Battery
  • Futuba - Global Headquarters
  • GKN
  • GS Yuasa - Global Headquarters
  • G-TEKT
  • Harada Industries
  • Hi-Lex Corporation
  • Hitachi - Global Headquarters
  • H-ONE
  • Ibiden - Global Headquarters
  • Ichikoh - Global Headquarters
  • IHI Corporation
  • Ikuyo
  • Imasen Electric Industrial
  • Inergy
  • JATCO
  • Jidosha Buhin Kogyo
  • Johnson Controls
  • JTEKT - Global Headquarters
  • Kasai Kogyo
  • Keihin - Global Headquarters
  • Koito - Global Headquarters
  • KYB - Global Headquarters
  • Lithium Energy Japan
  • MAHLE
  • Maruyasu
  • Meidensha
  • Meiwa Industry
  • Mikuni Corporation
  • Mitsuba - Global Headquarters
  • Mitsubishi Electric - Global Headquarters
  • Mitsubishi Heavy Industries - Global Headquarters
  • Murakami Corporation
  • Muro Corporation
  • Musashi Seimitsu Industry
  • Nachi Fujikoshi
  • NEC Corporation
  • NEC Tokin Global Headquarters
  • NGK Spark Plug - Global Headquarters
  • NHK Spring - Global Headquarters
  • Nichicon - Global Headquarters
  • Nichirin
  • Nidec Elesys Corporation
  • NIDEC TOSOK
  • NIFCO
  • Nihon Plast - Global Headquarters
  • Nippon Chemi-Con - Global Headquarters
  • Nippon Gasket
  • Nippon Piston Ring
  • Nippon Seiki
  • Nippon Sheet Glass - Global Headquarters
  • Nishikawa Rubber
  • Nisshinbo Brake
  • Nissin Kogyo
  • Nittan Valve
  • Nittoku
  • NSK - Global Headquarters
  • NTN - Global Headquarters
  • Ogihara - Global Headquarters
  • Oiles
  • Omron - Global Headquarters
  • Panasonic - Global Headquarters
  • Piolax
  • Pioneer - Global Headquarters
  • Plastic Omnium
  • Primearth EV Energy
  • PUES
  • Renesas
  • ROHM
  • Sanden - Global Headquarters
  • Showa - Global Headquarters
  • SNT
  • Stanley Electric - Global Headquarters
  • Sumitomo Electric - Global Headquarters
  • Sumitomo Rubber
  • Tachi-S - Global Headquarters
  • Taiho Kogyo
  • Takata - Global Headquarters
  • TDK
  • ThyssenKrupp
  • Tokai Rika - Global Headquarters
  • Tokai Rubber
  • Topy Industries
  • Toshiba - Global Headquarters
  • Toyoda Gosei - Global Headquarters
  • Toyota Boshoku - Global Headquarters
  • Toyota Industries - Global Headquarters
  • Toyo Tire - Global Headquarters
  • TPR
  • TS TEch - Global Headquarters
  • UNIPRES
  • Univance - Global Headquarters
  • U-SHIN
  • Valeo
  • Yachiyo
  • Yanagawa Seiki
  • Yaskawa
  • Yasunaga
  • Yazaki - Global Headquarters
  • Yokohama Rubber - Global Headquarters
  • Yokowo
  • Yorozu Corporation
  • Yutaka Giken

The Mexican Automotive Supplier Report

Executive Summary

Chapter 1: The Mexico advantage

  • Key economic indicators
    • GDP
    • Consumer demand
    • Consumer confidence
    • Remittances from US
    • Industrial production
    • International Trade
    • Infrastructure
    • Inflation
  • Political environment
  • Business atmosphere
    • Legal framework
    • Tax system
  • Stock market

Chapter 2: Mexican automotive industry

  • Vehicle parc and density
  • Light vehicle sales
  • Leading automakers
  • Vehicle segments
  • Vehicle production gathering momentum
  • An export-oriented market
  • Auto parts exports
  • Weak Mexican Peso giving impetus to exports
  • Investments by automakers
    • Investments by Japanese automakers
    • Investments by European automakers
    • Investments by US automakers

Chapter 3: Supplier industry in Mexico

  • Rising exports and imports
  • Foreign suppliers dominates auto parts production
  • Mexico-based suppliers
  • Investments
  • R&D capability in Mexico
  • OEM-Supplier relations
  • Continuing focius on localisation
  • Increasing powertrain production
    • Customer and competition
    • Fuel price and economy
    • Urbanisation
    • Evolving emission regulations
  • Supplier parks in Mexico
  • Automotive clusters
  • Growth in central Mexico

Chapter 4: Policies and regulations

  • Maquiladora programme
  • Temporary import programme for export (PITEX)
  • Maquiladora manufacturing industry and export services (IMMEX)
  • Sector promotion programme (PROSEC)
  • Automotive decree
  • International trade agreements
    • NAFTA
    • Mexico-Mercosur FTA
  • Emission norms in Mexico
  • Programme to incentivise OEMs
  • Vehicle safety

Chapter 5: Outlook and challenges

  • Vehicle sales in Mexico to grow marginally amid high used car imports
  • Suppliers poised for growth
  • Powertrain production
  • Mexico to become largest vehicle exporter to US
  • New international trade agreements
  • Growing protectionism
  • Labour cost to remain competitive in short term
  • Availability of skilled labour

Chapter 6: Interviews

  • Thomas Karig, vice-president, Corporate Relations, VW de Mexico
  • Mike Jackson, director, IHS Automotive
  • Alejandro Furas, technical director of Latin NCAP
  • Eugenio Madero, CEO SANLUIS Rassini North America
  • Herman Morfin, director, Corporate Communications, Nissan Mexico
  • Corporate Communication - Gestamp Mexico
  • Sachin Lawande, president, Infotainment, Harman International
  • Oscar Albin, executive president, Industria Nacional de Autopartes (INA)

Chapter 7: Supplier survey

  • Has an increase in investments made by several automakers and suppliers put strain on Mexico's available infrastructure?
  • Many global automotive suppliers are following their OEM clients and opening plants in Mexico. Are local suppliers taking enough measures to improve their efficiencies and R&D expertise to keep pace with the global ones?
  • Is political instability affecting automakers' and suppliers' decision to expand their manufacturing and R&D footprint in Mexico?
  • Do you think that private investment is not growing enough to support economic development in Mexico?
  • Mexico drew a record USD35.2 billion in foreign direct investment (FDI) in 2013. Do you think the country will continue to attract huge FDI in the mid-term?
  • Vehicle emission norms in Mexico are at par with the US but mandatory safety norms are not. What impact does this have on vehicle demand in the domestic market?
  • Is the Mexican government taking sufficient steps to implement the mandatory safety norms for vehicles?
  • By when do you anticipate cars sold in the Mexican market to have mandatory safety norms?
  • Vehicle sales returned to pre-recession levels in 2013 of 1.09 million units, three years earlier than previously expected. IHS Automotive forecasts total market sales in Mexico will reach 1.14 million units in 2014. Do you think this is attainable?
  • IHS forecasts the Mexican automotive market to continue with modest growth between 3.4-4.5% for the next five years. Do you agree with this?
  • Mexican vehicle production broke through the 3 million milestone in 2013. Production in 2014 is forecast to increase 9.1% y/y. In quarter 1 this year, production was up 6.5% y/y. Do you agree with this projection?
  • Mexican exports and production are expected to see positive gains in 2014, given the massive influx of FDI in the country from Japan in particular. Do you agree with this prediction?
  • Demographics of respondents: Poisition in the supply chain
  • Demographics of respondents: Area of operation

Figures

  • Figure 1: Mexico's GDP Per Capita and GDP Growth
  • Figure 2: Mexico's Per Capita Income
  • Figure 3: Mexico Consumer Confidence
  • Figure 4: Remittances from Mexican Nationals Working in United States
  • Figure 5: Industrial Production in Mexico
  • Figure 6: US Industrial Production and Mexico's GDP
  • Figure 7: Total FDI in Mexico
  • Figure 8: FDI by Origin Country
  • Figure 9: FDI by Sector 13
  • Figure 10: Mexico - Global Exports and Imports
  • Figure 11: Mexico - Major Export Partners
  • Figure 12: Mexico - Major Import Partners
  • Figure 13: Mexico's Infrastructure
  • Figure 14: Mexico's Population versus Unemployment Rate
  • Figure 15: Movement of Bank Interest Rate with Inflation
  • Figure 16: Movement of peso with US dollar and euro
  • Figure 17: Parameter Rankings for Ease of Doing Business in Mexico
  • Figure 18: Comparative Movement of MEXBOL and Dow Jones
  • Figure 19: NAFTA Light vehicle parc 2009-2013
  • Figure 20: NAFTA Light vehicle density 2009-2013
  • Figure 21: Annual light vehicle sales in Mexico
  • Figure 22: Annual light vehicle sales by country
  • Figure 23: Light vehicle sales market share by automaker, 2009 and 2013
  • Figure 24: Light vehicle sales by automaker
  • Figure 25: Light vehicle sales market share by segment, 2009 and 2013
  • Figure 26: Light vehicle production in Mexico
  • Figure 27: Light vehicle production in Mexico and BRIC countries
  • Figure 28: Light vehicle production market share by automaker, 2009 and 2013
  • Figure 29: Share of light vehicle sales and exports in total production
  • Figure 30: Exports by automakers
  • Figure 31: Country/region share in total LV exports from Mexico
  • Figure 32: Auto parts exports from Mexico
  • Figure 33: Mexican peso, Brazilian real, Japanese yen and euro against the US dollar
  • Figure 34: Auto parts production value in Mexico is expected to reach USD94.7 million by 2019
  • Figure 35: Higher auto parts production is resulting in greater employment opportunity in Mexico
  • Figure 36: Breakup of auto parts production by segment
  • Figure 37: Mexico's export markets for auto parts
  • Figure 38: Mexico's import markets for auto parts
  • Figure 39: Auto parts export and import in Mexico in 2013
  • Figure 40: FDI in Mexico's auto parts industry
  • Figure 41: Engine Production in Mexico
  • Figure 42: Tranmission production in Mexico
  • Figure 43: Mexico's three major automotive clusters
  • Figure 44: OEM Cluster Map
  • Figure 45: Supplier Cluster Map
  • Figure 46: Mexico, Canda and Rest of World's vehicle/parts import and export with the US
  • Figure 47: Mexico's vehicle export to Brazil and vehicle imports from Brazil
  • Figure 48: Mexico's vehicle export to Argentina and vehicle imports from Argentina
  • Figure 49: Deaths by road-user category in 2009
  • Figure 50: Forecast for LV sales in US, LV production in Mexico
  • Figure 51: Light vehicle sales and production outlook for Mexico
  • Figure 52: Market potential of some key process in Mexico
  • Figure 53: Engine production in Mexico
  • Figure 54: Transmission production in Mexico
  • Figure 55: Source of Vehicle Imports for US by Country
  • Figure 56: Average Annual wages by Country
  • Figure 57: Number of Graduates in Mexico

Tables

  • Table 1: Ease of Doing Business Rankings
  • Table 2: Recent Investments by OEMs
  • Table 3: Supplier Presence by Location
  • Table 4: Recent investment by suppliers
  • Table 5: Mercosur member countries (as of June 2014)
  • Table 6: Passenger vehicle emission targets (CO2 g/kg)
  • Table 7: Light-duty truck emission targets (CO2 g/kg)
  • Table 8: Credit values for model year 2013 through 2016 listed in NOM-163: CO2 emissions in grams / km (equivalent in km/l)

This report contains an appendix of 74 profiles of Mexican suppliers or the localised operations of global automotive suppliers

  • ABC Group
  • Aisin Seiki
  • Alcoa
  • Alfa
  • Autoliv
  • Benteler
  • BorgWarner
  • Bosch
  • Brembo
  • Bridgestone
  • Brose
  • Calsonic Kansei
  • CIE Automotive
  • Condumex Automotive
  • Contiental
  • Cooper-Standard
  • Dana
  • Delphi
  • DuPont
  • Dura Automotive
  • Faurecia
  • Ficosa
  • Flex-N-Gate
  • Gestamp
  • GKN
  • Grammer
  • Grupo Bocar
  • Grupo Industrial Armas
  • Grupo Industrial Saltillo
  • Grupo Quimmco
  • GST Autoleather
  • HBPO
  • Hella
  • Hutchinson
  • Iochpe-Maxion
  • Johnson Controls
  • Key Safety Systems
  • Lear
  • Le Belier
  • Leoni
  • Linamar
  • Magna
  • Mahle
  • Martinrea
  • Meritor
  • Metaldyne
  • Metalsa
  • Michelin
  • Mitsuba
  • Modine
  • Molex
  • Montupet
  • PEASA Autopartes
  • Plastic Omnium
  • PPG Industries
  • Progress-Werk Oberkirch
  • Remy International
  • SABIC Innovative Plastics
  • Sanden
  • SANLUIS Rassini
  • Schaeffler
  • Stoneridge
  • Takata
  • Tenaris
  • Tenneco
  • ThtyssenKrupp
  • TI Automotive
  • TMD Friction
  • Toyoda Gosei
  • TRW Automotive
  • Valeo
  • Visteon
  • Vitro
  • Webasto
  • Yazaki
  • ZF

The Mercosur Automotive Supplier Report

Mercosur automotive & supplier market overview

  • Mercosur and recent actions
  • Large variances among Mercosur economies
  • FDI has grown significantly
  • Varying automotive industries
  • Vehicle ownership growing slowly
  • European and US carmakers dominate mercosur markets
  • Not a major vehicle export market
  • Will vehicle production spur supplier chain growth?
  • Emissions and vehicle safety issues slowly being addressed
  • Mixed outlook

Argentina automotive industry overview

Overview of macro economic situation

  • Planned investment in infrastructure development projects
  • National automotive policy & plans
  • Tax structure
  • Non-tariff trade barriers
  • Emissions & safety regulations
  • Manufacturing advantage

Overview of automotive industry & supply chain

  • Structure of automotive industry
  • Production in 2013 & forecasts

Export destinations & trends

  • Manufacturing presence of OEMs & production bases
  • Investments by OEMS

Overview of vehicle component industry

  • Investments by vehicle component suppliers

OEM supplier relationship

  • Localisation trends
  • Cluster development
  • Location of carmakers in Argentina
  • R&D capabilities
  • Who Supplies Whom

Opportunities, challenges & future outlook

Brazilian Automotive Industry Overview

Overview of macro economic situation

  • Planned investment in infrastructure development projects
  • National automotive policy & plans
  • Tax structure
  • Non-tariff trade barriers
  • Emissions & safety regulations
  • Manufacturing advantage

Overview of Automotive Industry & Supply Chain

  • Structure of Automotive Industry
  • Production in 2013 & forecasts
  • Export Destinations & Trends
  • Manufacturing Ppresence of OEMs & production bases
  • Investments by OEMs

Overview of Vehicle Component Industry

  • Investments by Vehicle Component Suppliers
  • List of Joint-Ventures and Mergers and Acquisitions 2012/2013

OEM Supplier Relationship

  • Involvement of automakers in supplier development
  • Localisation Trends
  • Cluster Development
  • R&D Capabilities
  • Who Supplies Whom

Opportunities, Challenges & Future Outlook

Figures

  • Figure 1: Mercosur: Exports by Trading Bloc (USD million)
  • Figure 2: GDP Growth Rates for Mercosur Member Countries (%)
  • Figure 3: Mercosur: Net FDI Inflows (USD million)
  • Figure 4: Vehicle Production Argentina, Brazil and Venezuela (units)
  • Figure 5: Mercosur Market Share by Vehicle Sales (units sold in 2012)
  • Figure 6: Argentina & Brazil: Imported Car Registrations as a Percentage of Total New Car Registrations
  • Figure 7: Vehicle Production (units) & Export (%) for Argentina and Brazil
  • Figure 8: Brazil & Argentina Vehicle Production Forecast (2011-2017)
  • Figure 9: Uruguay & Venezuela Vehicle Production Forecast (2011-2017)
  • Figure 10: Argentina GDP Growth (%)
  • Figure 11: Argentinian Peso vs. US dollar Average Annual Exchange Rate
  • Figure 12: Argentina Domestic Vehicle Sales (Domestic vs. Imports)
  • Figure 13: Argentina GDP per capita (USD)
  • Figure 14: Argentina Deaths By Road User Category (2010)
  • Figure 15: Argentina Vehicle Sales by Carmaker (2013)
  • Figure 16: Argentina Vehicle Sales by Segment (2012)
  • Figure 17: Argentina Vehicle Production by Carmaker (units)
  • Figure 18: Argentina Vehicle Production, Sales & Exports (units)
  • Figure 19: Argentina Vehicle Exports by Destination (2013)
  • Figure 20: Argentina Vehicle Imports by Source (2012)
  • Figure 21: Argentina: Vehicle Export Destination by Carmaker (2012)
  • Figure 22: Argentina Vehicle Exports by Type (2013)
  • Figure 23: Argentina Automotive Production by Carmaker (2013)
  • Figure 24: Argentina Automotive Parts Imports by Source (2012)
  • Figure 25: Argentina's automotive clusters
  • Figure 26: Argentina Passenger Car & Light Vehicle Production Forecast (units)
  • Figure 27: Brazil GDP Growth (%)
  • Figure 28: Brazil Average Annual Selic Interest Rates
  • Figure 29: Brazil Imported Car Registrations as a Percentage of Total New Car Registrations
  • Figure 30: Brazil Car Imports by Origin (2012)
  • Figure 31: Vehicle imports by Abeiva members (2012)
  • Figure 32: Brazil New Car Registration by Fuel Type
  • Figure 33: Brazil Deaths by Road User Categories (2009)
  • Figure 34: Brazil Unemployment rate (% of total labour force)
  • Figure 35: Brazil FDI net inflows (USD billion)
  • Figure 36: Brazil FDI by Country (2010)
  • Figure 37: Brazil New Passenger Car Registrations by Carmaker (2012)
  • Figure 38: Brazil Investments in the Automotive Industry (USDm)
  • Figure 39: Brazil 2012 Vehicle Sales by Carmaker (units)
  • Figure 40: Brazil Passenger Car Sales by Segment (2012)
  • Figure 41: Brazil Passenger Car Registrations (units)
  • Figure 42: Brazil Automotive Production by Vehicle Type (2012)
  • Figure 43: Brazil Automotive Industry Overview (units)
  • Figure 44: Brazil Total Vehicle Exports (units)
  • Figure 45: Brazil Vehicle Exports by Country (2012)
  • Figure 46: Brazil Automotive Parts Exports (Percentage of automotive parts sales)
  • Figure 47: Brazilian Real vs. US dollar Average Annual Exchange Rate
  • Figure 48: Brazil Passenger Car Production by Carmaker (2012)
  • Figure 49: Brazil Breakdown of Automotive Parts Sales (2012)
  • Figure 50: Brazil Automotive Parts Sales by Segment
  • Figure 51: Brazil Automotive Parts Export Destinations (2012)
  • Figure 52: Brazil Automotive Parts Export & Import (USDm)
  • Figure 53: Brazil Vehicle Production by State (2010)
  • Figure 54: Brazil automotive clusters
  • Figure 55: Brazil Passenger Car & Light Vehicle Production Forecast (units)

Tables

  • Table 1: Mercosur Member Countries (as of March 2014):
  • Table 2: Market Indicators of Mercosur Countries
  • Table 3: Cost indicators for starting a business in Mercosur region (2013)
  • Table 4: Mercosur Vehicle Production Data
  • Table 5: Vehicle Ownership Comparison
  • Table 6: Mercosur Vehicle Sales Data
  • Table 7: Top Three Carmakers for each Mercosur Nation by Vehicle Sales
  • Table 8: Carmakers in Mercosur region & Recent Announcements:
  • Table 9: Vehicle Imports as a Percentage of Total Vehicle Sales
  • Table 10: Overview of Mercosur Vehicle Safety Regulations & Statistics
  • Table 11: Vehicle Purchases in Argentina by Financing Source
  • Table 12: Mercosur Comparative Wages
  • Table 13: Top 10 Bestselling Car Models in Argentina (2013)
  • Table 14: Carmakers in Argentina
  • Table 15: Planned New Car Models in Argentina
  • Table 16: Automotive clusters in Argentina
  • Table 17: Argentina Who-Supplies-Whom data
  • Table 18: Import Tax rates
  • Table 19: IPI Tax Chart
  • Table 20: Summary of Inovar-Auto Programme
  • Table 21: Vehicle Price Comparison US vs. Brazil
  • Table 22: IPI Tax Chart for Passenger Cars
  • Table 23: Brazil's Proconve Emissions Programme for Light Vehicles
  • Table 24: Sales and Market Share of Carmakers in Brazil (2012)
  • Table 25: Top Ten Vehicle Sales by Model in Brazil (2012)
  • Table 26: OEMs and Assembler's Plants in Brazil
  • Table 27: Planned New Car Models in Brazil
  • Table 28: Top 25 Automotive Suppliers in Brazil Ranked by Sales (2012)
  • Table 29: Brazil Who Supplies Whom data

This report contains an appendix of 119 Mercosur supplier profiles:

  • Argentina
    • Affinia Argentina
    • Albano Cozzuol
    • Autobat
    • Basso
    • Baterias Argentina
    • Corven
    • Establecimientos Gamar
    • Establecimientos Romet
    • Famar Fueguina
    • Fate
    • Fras-Le
    • Fric-Rot
    • GN Group
    • Industrias Guidi
    • L'Equipe Monteur
    • MA Automotive
    • Master Trim de Argentina
    • Maxion Montich
    • MGI Coutier
    • Mirgor Group
    • Pertrak
    • Plascar
    • PST Electrônica
    • Restores Argentina
    • Sintercal
    • Taranto
    • Tenaris Siderca
    • Unionbat
    • Ventalum
    • VMG
  • Brazil
    • Acumuladores Moura
    • Aethra Sistemas Automotivos
    • Aisin do Brasil
    • Aunde Brasil
    • Autometal
    • Automotiva Usiminias
    • Bekaert do Brasil
    • Borrachas Vipal
    • Chris Cintos de Segurança
    • Cinpal
    • Continental Group
    • Delga Indústria e Comércio
    • DHB Componentes Automotivos
    • Fabricas Nacional de Instrumentos
    • Fibam Companhia Industrial
    • Fras-Le
    • Freios Controil
    • Fundiçáo Tupy
    • Hyosung do Brasil
    • Industias Arteb
    • Iochpe-Maxion
    • Jardim Sistemas
    • Keiper do Brasil
    • Magna Seating
    • Mahle Behr
    • Mahle Metal Leve
    • Mangels Industrial
    • Maxion Componentes Estruturais
    • Maxion Wheels
    • Nemak Alumínio do Brasil
    • NFP Automotive
    • NSK Brasil
    • NTN do Brasil
    • Pirelli Pneus
    • Plascar
    • Plastixc Omnium
    • Proema Automotiva
    • PST Electônica
    • Randon
    • Rassini NHK
    • Romi
    • Saint-Gobain Sekurit Brasil
    • Sifco S.A.
    • Sociedade Fabricante de Pecas (Sofape)
    • Soplast
    • Suspensys Sistemas Automotivos
    • Takata Brasil
    • ThyssenKrupp Group
    • TMD FRictiondo Brasil
    • Tower Automotive do Brasil
    • Trelleborg Vibracoustic do Brasil
    • TRW Automotive
    • Valeo Sistemas Automotivos
    • Vibracoustic do Brasil
    • Visteon Sistemas Automotivos
    • WHB
    • Yachiyo do Brasil
    • ZF do Brasil
  • Uruguay
    • Cristalet
    • Fanacif
    • Fischer Stainless Steel Tubing
    • Lucca Design
    • Salgado Metalúrgica
    • Somil
    • Takata Uruguay
    • Zanda Leather
  • Local operations of major suppliers
    • BASF
    • Brembo
    • Dana Argentina S.A.
    • Denso Manufacturing Argentina S.A.
    • Faurecia
    • Faurecia Automotive del Uruguay S.A.
    • Gestamp
    • GKN Sinter Metals de Argentina S.A.
    • Johnson Controls Automotive Systems
    • S.R.L.
    • JTEKT
    • Manga Seating Argentina S.A.
    • Mahle Argentina
    • Metalsa
    • Pilkington Automotive Argentina SA
    • PPG Industries Argentina S.A.
    • Saint-Gobain Argentina S.A.
    • SKF
    • Sogefi
    • Visteon Argentina S.A.
    • Yazaki International Corporation Argentina S.R.L.
    • Yazaki Uruguay S.A.
    • ZF Argentina S.A.

The Chinese Automotive Supplier Report

Chapter 1: Economics of the automotive industry in China

  • China macroeconomic overview
    • Economic review
    • Economic outlook
    • Income doubling plan
    • Strengths
    • Exchange rates
    • Energy policies
  • China light vehicle sales review and outlook
    • Market review: developments and policies
    • Market outlook
    • Congestion and pollution regulation
    • Market Outlook
    • Changing geography of demand
    • Shifting tastes and pricing
    • Opportunities in the Chinese market
  • China's Light vehicle production review and outlook
    • Development of car production in China
    • Overcapacity risk?
    • Production outlook
    • Evolving geography of Chinese car production
    • Outlook for exports

Chapter 2: OEMs' activity and supplier management

  • Overview of OEMs' activity and supply base management in China
    • Changes in market structure
    • Different partnership approaches
    • Premium OEMs' activity
    • Japanese carmakers
    • Renault-Nissan
    • Chrysler-Fiat
    • Hyundai-Kia
    • Fragmented market sector
    • OEMs facing lack of development of the local supply base
    • Purchasing efficiencies in the Chinese market
    • Different sourcing models
    • Local sourcing vs. parts import

Chapter 3: Top-10 OEM Overview

  • Volkswagen
  • SAIC-GM-Wuling
  • General Motors
  • Hyundai-Kia
  • Changan
  • Toyota
  • Dongfeng
  • FAW
  • Beijing Auto
  • Great Wall

Chapter 4: Recent developments and outlook for the Chinese supply base

  • Supply base fragmentation
    • Types of suppliers
    • Logistic hurdles
  • Financial review of Chinese suppliers and M&A activity
    • Profitability under attack
    • M&A Activity

Chapter 5: Chinese supplier profiles

Figures

  • Figure 1: GDP growth year on year and average GDP per capita in China (1977-2012)
  • Figure 2: Chinese Yuan to US Dollar Exchange rate and Year on Year change
  • Figure 3: Comparison of CO2 per kilometre targets normalized to NEDC Test Cycle
  • Figure 4: Comparison of CO2 per kilometre targets normalized to NEDC Test Cycle
  • Figure 5: China light vehicle production volumes and installed capacity
  • Figure 6: Map of China's five automotive main clusters (North, South, Shanghai, Central, Western)
  • Figure 7: Source region of China auto-parts imports; value in USD
  • Figure 8: Auto parts trade balance between China and main partners; value in USD
  • Figure 9: Top 10 OEM production overview 2011-2014

Tables

  • Table 1: Chinese cities' tiers characteristics
  • Table 2: List of joint-venture partnerships operating in China
  • Table 3: Top 10 manufacturers in China in 2000 and 2012
  • Table 4: China imports by region
  • Table 5: Pre-tax margin for selected Chinese-headquartered suppliers in 2012 (by supplier size)
  • Table 6: Key M&A Activity involving Chinese suppliers in 2012, 2013 and 2014

This report includes an appendix of 213 Chinese automotive supplier profiles:

  • Aeolus Tire
  • Aerospace Electromechanical
  • Air International Thermal Systems
  • Aisin Seiki
  • Alpine Electronics
  • American Axle & Manufacturing
  • Anhui Jinguang
  • Ankai Axle
  • Asahi Glass
  • Asimco Tianwei
  • Autoliv
  • Behr
  • Bengbu Jinwei
  • Benteler
  • Binzhou Piston
  • Borgwarner
  • Bosch
  • Brembo
  • Bridgestone
  • Brose
  • BWI Group
  • BYD
  • Camel Battery
  • Capital Tire
  • Changchai
  • Changzhou Xingyu
  • Chengshan
  • China Automotive Systems
  • Chongqing Changfeng
  • Chongqing Jieli
  • Chongqing Qinchuan
  • Continental
  • Cummins
  • Dalian Innovation
  • Dana
  • Delphi
  • Denso
  • Dong'An Power
  • Dongfeng Technology
  • Donghua Industrial
  • Double Coin
  • Double Star
  • Eberspaecher
  • ElringKlinger
  • Engley
  • Fangda Tegang (former Jiangxi Changli)
  • Faurecia
  • FAWAY
  • Fawer
  • Federal-Mogul
  • Fengfan
  • Foshan Lighting
  • Fuyao
  • Ganxiang Mirror
  • Gestamp
  • Getrag
  • Giti
  • GKN
  • Gold Phoenix
  • Gongzhuling Zhongda
  • Good Friend
  • Goodyear
  • Guangzhou Motors
  • Guizhou Tyre
  • Hangsheng Electronics
  • Hangzhou Advance
  • Hangzhou ZhongCe
  • Hanil E-Hwa
  • Harman
  • Hefei Axle
  • Hella
  • Henan THB
  • Henan Xingguang
  • Henan Xixia
  • Henan Zhongzhou
  • Honeywell
  • Hongyuan
  • Hongyu Precision
  • Huangshan Jinma
  • Huaqing Machinery Drive shafts
  • Hubei Qixing
  • Hubei Tongda
  • Hyundai Mobis
  • Inteva
  • Jiangsu Airship
  • Jiangsu Jiahe
  • Jiangsu Sihong Co.
  • Jiangsu Wenguang
  • Jiangyin Xietong
  • Jinan Worldwide
  • Jinheng
  • Johnson Controls
  • JTEKT
  • Koito
  • Manufacturing plants
  • Map
  • Kongsberg Automotive
  • Kostal
  • KSPG
  • Kunming Yunnei
  • Lear
  • Manufacturing plants
  • Map
  • LEONI
  • Lingchuan Industry
  • Linhai Power
  • Lishen Battery
  • Liuzhou Liuxin
  • Lizhong Wheel
  • Longshan Silicon
  • LYC Bearing
  • Magna
  • Magneti Marelli
  • Mando
  • Meritor
  • Mianyang Xinhua
  • Michelin
  • Mikuni Corporation
  • Munjal Showa
  • Nanjing Aotecar
  • Nanning Baling
  • Nanyang Cijan
  • Nanyue Injection
  • Neapco
  • Neijiang Jinji
  • Nexteer Automotive
  • NHK Sptring
  • Ningbo Huaxiang
  • Ningbo MOS
  • Ningbo Shenglong
  • Ningbo Swell
  • Ningjiang Shanchuan
  • Nordson
  • Northeast Industries (formerly Jilin Dongguang)
  • North Lingyung (formerly Hebei Lingyun)
  • NSG (Pilkington)
  • Penglai Wanshou
  • Plastal
  • Prestolite
  • Qingdao Yellowsea
  • Qingte
  • Quanchai
  • Rizhao Xingfa
  • Ruili
  • Ruiming
  • Sailun
  • Sanhua
  • Shaanxi Fast
  • Shandong Aoyou
  • Shandong Gaoqiang
  • Shandong Huijin
  • Shandong Laidong
  • Shandong Linglong
  • Shandong Sangong
  • Shandong Tongchuang
  • Shandong Yunyu
  • Shanghai Baolong
  • Shanghai Daimay
  • Shanghai Diesel
  • Shanghai Sekely
  • Shanghai Songz
  • Shanghai Tractor
  • Shenyang Mitsubishi
  • Shuanghua
  • Shuanghuan (Yizheng)
  • Sichuan Bohong Group
  • Sichuan Haida
  • Somic
  • South China Tire & Rubber
  • Sumitomo Electric
  • Sun Cable
  • Takata
  • Tenneco
  • ThyssenKrupp
  • Tianchang Cylinder
  • Tianjin Dies
  • Tianjin Kahou
  • Tianjin Tanhas
  • Tianxing Instrument
  • Tongli Wheel
  • Trailermaster
  • TRW
  • TS TRech
  • Valeo
  • Visteon
  • Wangfeng
  • Wanxiang
  • Webasto
  • Weichai
  • Weifang Heng'an
  • Wenzhou Guansheng
  • Wuxi Weifu
  • Xiamen Sunrise
  • Xi'an Brakes
  • Xingda
  • Xuchang Yuandong
  • Yangjiang Baomali
  • Yangzhou Shenzhou
  • YAPP
  • Yazaki
  • Yihe Axles
  • Yuchai
  • Yunnan Xiyi
  • ZF
  • Zhejiang APG
  • Zhejiang Jinfei
  • Zhejiang Longsheng
  • Zhejiang Shibao
  • Zhejiang Shuanghuan
  • Zhejiang Yinlun
  • Zhengxing Wheel (Zenix)
  • Zhenting Jinggong
  • Zhongding
  • Zhongyuan Neipei
  • Zhuzhou Gear

The European Automotive Supplier Report

Chapter 1: Economics of the automotive industry in Europe

  • Europe's macroeconomic overview
    • Note
    • Economic Review
    • Economic Outlook
  • European light vehicle sales review and outlook
    • Current Status
    • Rising stars and meteors
    • Volume carmakers' pricing wars
    • Market launch strategy of volume carmakers
    • Other regions help
    • Outlook and segmentation shifts
    • Potential headwinds
    • Replacement demand
  • European Light vehicle production review and outlook
    • Boom-bust cycles and overcapacity
    • Structural changes
    • FTAs: good or bad for Europe?
    • Bright spots in Western Europe
    • Europe at the forefront of global modular platform trend

Chapter 2: OEMs' activity and supplier management

  • Overview of European OEMs' activity and supply base management
    • Similar issues, similar outcomes
    • OEMs looking east

Chapter 3: OEM Overview

  • Volkswagen
  • Renault-Nissan
  • PSA - Peugeot Citroën
  • Ford
  • Daimler
  • BMW
  • General Motors
  • Chrysler Fiat
  • Hyundai-Kia
  • AvtoVAZ
  • Other OEMs

Chapter 4: Recent developments and outlook for the European supply base

  • Limited action on overcapacity
    • German supply base
    • French supply base
    • UK supply base
    • Spanish & Italian supply bases
    • New patterns in the shift to east
    • R&D being cautiously relocated
    • Top-25 suppliers

Chapter 5: Financial review of European suppliers and M&A activity

  • M&A Activity

Chapter 6: Supplier profiles

Figures

  • Figure 1: Real GDP Percentage change year on year
  • Figure 2: Change in the number of unemployed persons (compared to previous month, in,000s), seasonally adjusted
  • Figure 3: Regional sales by country
  • Figure 4: European Regional sales by market
  • Figure 5: Light vehicle production in Europe
  • Figure 6: Source region of EU27 car parts imports
  • Figure 7: Major extra-EU trading partners for car parts for European Union members
  • Figure 8: German Parts & accessories of motor vehicles exports based on ITC calculations

Tables

  • Table 1: Imports of car parts in billion Euros and % CAGR
  • Table 2: Major extra-EU trading partners for car parts for European Union members
  • Table 3: Volkswagen European produciton
  • Table 4: Renault Nissan European production
  • Table 5: Peugeot Citroën European Production
  • Table 6: Ford European production
  • Table 7: Daimler European production
  • Table 8: BMW European production
  • Table 9: General Motors European production
  • Table 10: Chrysler Fiat European Production
  • Table 11: Hyundai-Kia European production
  • Table 12: List of selected supplier investments in central and eastern Europe
  • Table 13: Top 25 European Automotive suppliers by 2012 automotive sales
  • Table 14: Pre-tax margin for selected European-headquartered suppliers in 2012 and 2011 (by supplier size)
  • Table 15: Pre-tax margin for selected European-headquartered suppliers in 2012 (by country)
  • Table 16: Key M&A Activity involving North American suppliers in 2012 and 2013

This report includes an appendix of European Automotive Supplier profiles:

  • Aisin Seiki
  • Alcoa
  • Alfa
  • Alfmeier
  • Allgaier
  • Alps Electric
  • Amtek Auto
  • A Raymond
  • ArcellorMittal
  • Asahi Glass
  • Autoliv
  • BASF
  • Bayer
  • Behr
  • Bekaert
  • Benteler
  • Bharat Forge
  • Borbet
  • Borealis
  • Borgers
  • BorgWarner
  • Bosal
  • Bosch
  • Boysen
  • Brembo
  • Brose
  • Calsonic Kansei
  • Carcoustics
  • CIE Automotive
  • Continental
  • Cooper Standard
  • CRH
  • Cummins
  • Dana
  • Delphi
  • Dow Chemical
  • Draxlmaier
  • DuPont
  • Dura Automotive
  • Eaton
  • Eberspächer
  • Edscha
  • Eisenwerk Bruhl
  • ElringKlinger
  • Emitec
  • Evonik
  • Exide Technologies
  • Faurecia
  • Federal-Mogul
  • Fiamm
  • Ficosa
  • Flextronics
  • Freescale Semiconductor
  • Freudenberg
  • Fritz Winter
  • FS Fehrer
  • Futuba
  • Gentex
  • Georg Fischer
  • Gestamp Corporation
  • Getrag
  • GKN
  • Goodyear
  • Grammar
  • Grupo Antolin
  • GS Yuasa
  • Guardian
  • Haldex
  • Hankook Tire
  • Harman
  • HBPO
  • Hella
  • Henkel
  • Henniges Automotive
  • Hirschmann
  • Hirschvogel
  • Hitachi
  • HOERBIGER
  • Honeywell
  • HP Pelzer
  • Hutchinson
  • Hydro Aluminium
  • IAC
  • Ibiden
  • IEE
  • Inalfa
  • Inergy
  • Infinenon
  • Isringhausen Europe
  • Johnson Controls
  • Johnson Electric
  • JTEKT
  • Keihin
  • Kiekert
  • Knorr-Bremse
  • Koito
  • Kongsberg Automotive
  • Kostal
  • Kroschu
  • Kumho Tires
  • KYB
  • Lear
  • Lé Belier
  • Leoni
  • Linamar
  • Magna
  • Magneti Marelli
  • MAHLE
  • MANN + HUMMEL
  • Maxwell Technologies
  • Mecaplast
  • Meritor
  • Metaldyne
  • Miba
  • Michelin
  • Micronas
  • Mitsuba
  • Mitsubishi Electric
  • Molex
  • Mondragon
  • Montupet
  • Mubea
  • NGK Spark Plug
  • NHK Spring
  • Novem
  • NSK
  • NTN
  • NXP
  • Osram
  • Otto Fuchs
  • Panasonic
  • Parker Hanifin
  • Philips
  • Pioneer
  • Pirelli
  • PKC
  • Plastal
  • Plastic Omnium
  • Polytec
  • Preh GmbH
  • Prodrive
  • Promens
  • Recital.
  • Rehau
  • Remy International
  • SABIC Innovative Plastics
  • Saint-Gobain
  • Samvardhan Motherson Group
  • Samvardhan Motherson Peguform
  • Sanden
  • Schaeffler
  • Scherdel
  • Sifcor
  • SKF
  • Sogefi
  • Stadco
  • Stanleyt Electric
  • Stoneridge
  • Sumitomo Electric
  • Takata
  • Tata Steel
  • Teksid
  • Tenneco
  • Textron
  • ThyssenKrupp
  • TI Automotive
  • Timken
  • TMD Friction
  • Tomkins
  • Torotrak
  • Tower International
  • Toyoda Gosei
  • Trelleborg
  • TRW Automotive
  • TT Electronics
  • Unipart
  • Valeo
  • Visteon
  • voestalpine
  • WABCO
  • Webasto
  • Woco
  • Woodbridge
  • Yazaki
  • Yokohama Rubber
  • Zanini
  • ZF

The Indian Automotive Supplier Report

Executive Summary

Introduction

  • Vehicle sales in 2012
  • Major players in light vehicle segment
  • Medium and heavy commercial vehicle segment
  • Competitive landscape
  • Vehicle sales decline in 2013
  • Factors behind declining vehicle sales in India
  • Declining economic growth
  • High inflation and interest rate
  • Rising fuel prices
  • Medium to long-term outlook remains bright

Vehicle Production

  • Emerging exports hub
  • Moderation of production in 2013
  • Long term production outlook remains strong
  • Investment plans of automakers

India's Automotive Component Industry

  • Mixed performance in recent years
  • Diverse supply base
  • Exports remain robust
  • Imports have grown at higher rate
  • Investment declines as slowdown stretches
  • Long-term growth outlook remains strong
  • Joint-ventures
  • Mergers & Acquisitions

OEM-Supplier Relationship

  • Involvement of automakers in supplier development
  • Direct involvement declines post-liberalisation
  • Greater localisation driving better OEM-supplier relationship
  • Technology remains a big challenge for Indian suppliers
  • Automakers' close-knit suppliers
  • Cost, quality, delivery (QCD)
  • India's emergence as a sourcing hub

Automotive Clusters in India

  • Cluster development
  • Three major clusters
  • Distribution of Indian auto components manufacturers across India
  • Northern cluster
  • Southern cluster
  • Western cluster
  • Competition among clusters

Challenges for the Indian Supplier Industry

  • 1. Demand fluctuations
  • 2. Capacity expansion
  • 3. High cost of capital
  • 4. Fluctuating raw materials prices
  • 5. Exchange rate volatility
  • 6. Rising operating costs
  • 7. R&D capabilities
  • 8. Free trade agreements (FTAs)
  • 9. Skilled manpower shortage
  • 10. Growing competition
  • Challenges and opportunities go hand in hand

Government Policy

  • Policy environment
  • Tax policy
  • Union Budget for FY2014
  • Direct taxes
  • Indirect taxes
  • Trade policy
  • State policies
  • Labour laws
  • Land Acquisitions
  • Policy on fuel pricing
  • Industry regulations
  • Recent developments
  • Auto Policy 2002
  • Automotive Mission Plan 2006-16
  • National Automotive Board
  • National Manufacturing Policy
  • Government Initiatives on skills development

Infrastructure Development

  • Transportation
  • Roads
  • Ports
  • Power
  • Roadblocks in infrastructure development

Survey of Indian Supplier Industry

Supplier Profiles

  • Aisin Seiki
  • Alicon Castalloy
  • Amalgamations Group
  • Amtek Auto
  • Anand Group
  • Apollo Ty
  • Ashai India Glass
  • Ashok Iron Works
  • Ashok Minda Group
  • Auto Ignition Limited
  • Automotive Stampings
  • Axles India
  • Bagla Group
  • Bajaj Motors
  • Banco Products
  • Bharat Forge
  • Bharat Gears
  • Bharat Seats
  • Bhushan Steel
  • Birla Corporation
  • Birla Tyres
  • Bohra Rubber
  • Bosch India
  • Brakes India Limited
  • Bridgestone India
  • Caparo India
  • CEAT
  • Clutch Auto
  • Continental
  • Cooper-Standard
  • DCM Engineering Products
  • Delphi
  • Denso India
  • Endurance Systems
  • EXEDY India
  • Exide Industries
  • Faurecia
  • Federal-Mogul Goetze
  • Fenner India
  • Fiem
  • Gabriel India
  • GKN Driveline India
  • Goodyear India
  • Guru Nanak Auto
  • Halonix
  • Harita Seating
  • Hi-Tech Gears
  • Imperial Auto
  • IP Rings
  • Jamna Auto
  • Jaya Hind
  • Jay Bharat Maruti
  • Jay-Ushin
  • JKM Automotive
  • JK Tyre
  • Johnson Controls
  • Johnson Matthey
  • Kalyani Forge
  • Kinetic Engineering
  • Krishna Maruti
  • LG Balakrishnan
  • Lucas TVS
  • Lumax Automotive Systems
  • Lumax Industries
  • Machino Plastics
  • Madras Engineering
  • Magna
  • Magnetti Marelli
  • Mahindra Systech
  • Mahle
  • Mark Exhaust
  • MRF
  • Munjal Auto Industries
  • Munjal Showa
  • Neolite ZKW Lightings
  • NRB Bearings
  • Omax Auto
  • Pricol
  • Ramakrishna Forgings
  • Rane Group
  • Rasandik
  • Remsons
  • Rico Auto
  • Ring Ring Plus Aqua
  • RSB Transmissions
  • Ruia Group
  • Saint-Gobain
  • Samvardhana Motherson Group
  • Sanden Vikas
  • Sandhar Technologies
  • Setco Automotive
  • Shriram Pistons and Rings
  • Sigma Group
  • SKF India
  • Sona Koyo
  • Steel Strips Wheels
  • Sterling Tools
  • Subros
  • Sunbeam Auto
  • Sundaram Clayton
  • Sundram Fastners
  • Talbros Talbros Automotive
  • Tata AutoComp
  • Tata Steel
  • TRW Automotive
  • UCAL Fuel Systems
  • Valeo
  • Varroc Group
  • Victor Gaskets
  • Visteon
  • WABCO India
  • Whells India
  • ZF India

Figures

  • Figure 1: Vehicle sales recorded average annual growth of 14.5% between 2005 and 2012
  • Figure 2: Hatchbacks continue to dominate India's LV market (LV segmentaiton based on body type)
  • Figure 3: A segment vehicles accounted for half of LV sales in 2012 (Global segmentation of LV sales)
  • Figure 4: Maruti Suzuki is the largest LV maker in India but its market share has declined amid intensifying competition
  • Figure 5: Trucks accounted for 85% of M&HCV sales in 2012 (M&HCV sales break up by vehicle)
  • Figure 6: Tata Motors accounted for more than half of M&HCV sales in 2012 (M&HCV sales break up by OEM)
  • Figure 7: Vehicle sales growth has moved in tandem with real GDP growth in India
  • Figure 8: RBI has been reluctant to cut rates significantly as CPI remains high
  • Figure 9: Both petrol and diesel prices remain high affecting vehicle demand (Movement of petrol and diesel prices in Delhi from April 2010 to August 2013)
  • Figure 10: Despite immediate concern vehicle sales outlook in India remains strong in medium to long term (LV and M&HCV sales forecast 2012--2020
  • Figure 11: Vehicle production in India has recorded consistent growth between 2005 and 2012
  • Figure 12: Maruti-Suzuki's market share has eroded between 2008 and 2012 (Light vehicle production market share by OEM)
  • Figure 13: Vehicle exports from India has tripled over the past eight years (Vehicle exports from India 2006-2012)
  • Figure 14: Vehicle production in India is expected to by 9.8% between 2014 and 2020
  • Figure 15: Most automakers expect to see strong growth in production capacity by 2020 (Vehicle production growth projection by 2012 compared with 2020 by OEM)
  • Figure 16: After three years of strong growth, turnover of Indian supplier industry took a hit in FY2013 amid continuing weak domestic vehicle sales (Indian supplier industry turnover 2008-2013)
  • Figure 17: Most suppliers produce Powertrain components in India (Figures for financial year ended 31 March 2012)
  • Figure 18: Europe remains biggest market for Indian suppliers (India's Export Market 2010 and 2012)
  • Figure 19: Asia and Europe together accounted for more than 90% of total auto component imports in FY2011 (India's Import Market 2012)
  • Figure 20: Gap between exports and imports of auto component has widened over the past six years (India auto components trade: 2007-08 and 2012-13)
  • Figure 21: Suppliers have invested USD7bn between FY2007 and FY2012
  • Figure 22: Northern region has the highest concentration of auto parts suppliers
  • Figure 23: Supplier Parcs in India Mapped
  • Figure 24: Raw material prices has remained moderate in 2012 and 2013 so far
  • Figure 25: Indian rupee has depreciated significantly against major currencies
  • Figure 26: Power leads allocation for infrastructure in 12th FYP (Sectoral investment planned in 12th FYP)
  • Figure 27: Cargo handled in India has grown on average 8.5% between FY2006 and FY2012 (Cargo handled in India between 2006-2012)

Supplier Survey

  • Figure 28: Q1. India's economic growth has come under pressure in the past few quarters. By when do you see a recovery?
  • Figure 29: Q2. High inflation, a major issue for the Indian economy over the past five years, has seen some moderation in the past few quarters. Do you expect this trend to continue in the coming quarters?
  • Figure 30: Q3. The Reserve Bank of India (RBI) has cut policy rates in the past few quarters in response to softening inflationary pressure. Do you see room for further cuts?
  • Figure 31: Q4. The Indian rupee has depreciated significantly in the past few months. Do you see this as a significant threat to economic growth?
  • Figure 32: Q5. Do you believe the Indian government's policy regarding the automotive industry is supportive towards automakers in India?
  • Figure 33: Q6. India is negotiating a Free Trade Area (FTA) agreement with the EU, which is feared to result in substantial reduction in import duty for European-made cars. Do you think this would discourage vehicle manufacturing in India?
  • Figure 34: Q7. Vehicle sales in India have been declining since the beginning of 2013. What are the major reasons behind this weakness?
  • Figure 35: Q8. By when do you expect a recovery in vehicle demand?
  • Figure 36: Q9. The decline in vehicle sales has prompted local automakers' association SIAM to seek a stimulus package - similar to the one given in 2008-2009 - from the Indian government. Do you think SIAM's demand is justified?
  • Figure 37: Q10. Considering falling sales, do you believe in the Indian automotive industry's long-term growth potential?
  • Figure 38: Q11. Where do you see vehicle sales in India by 2020 compared with the 3.62 million units in 2012?
  • Figure 39: Q12. Automakers are adjusting production capacity in India in response to recent declines in vehicle demand. Has this impacted your company's business?
  • Figure 40: Q13. Has it become more challenging to secure contracts from customers amid the weak economic outlook for the Indian automotive industry?
  • Figure 41: Q14. Have recent cuts in repo rates and cash reserve ratio (CRR) helped your company to cut financing costs?
  • Figure 42: Q15. What has been the net financial impact (export value - import value) of recent the depreciation of the Indian pupee on your company's business?
  • Figure 43: Q16. Are OEMs in India willing to negotiate contract prices due to a change in the following factors?

Tables

  • Table 1: Investments by automakers in India (from 2012 onwards)
  • Table 2: Recent Supplier Investment Announcements
  • Table 3: Recent Supplier Joint-Venture Announcements
  • Table 4: Recent Supplier Merger and Acquisition Announcements
  • Table 5: Maruti Suzuki has close knit of 18 suppliers in which it has some stake
  • Table 6: Automotive Clusters in India
  • Table 7: Interest rates in some key automotive market as on 20 September 2013
  • Table 8: Most Indian suppliers spend less than 1% of their total revenues in R&D
  • Table 9: Tax structure for foreign and domestic companies in Inida
  • Table 10: Development of length and surface area of roads in india 2005-2011
  • Table 11: Development of length of national and state highways in india 2005-2011
  • Table 12: Annual Energy Generation
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