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The Chinese Automotive Supplier Report

The Chinese Automotive Supplier Report

Publication Date: 21/08/2019

Overall the outlook for vehicle production in China remains positive. Although demand will slow down, it will still remain higher, when compared to other developed markets. IHS Markit expects domestic production to reach the 30-million unit mark by 2022, slightly later than the previous estimate of 2020. Vehicle production is expected to increase slightly in 2019, by 0.5% to 28.2 million units. The main drivers will be shifting production to the non-traditional areas of production and meet NEV demand and production quotas.

About this Report

China remains the second largest economy in the world, behind the US and just ahead of Japan. GDP growth has slowed from double digit to single digit since the Lehman Crisis in 2009. China is facing many structural and economic issues as it has slowly transitioned from centrally-planned to a market-based economy. If the Chinese government wants to sustain medium-term GDP growth at above 6% per year, it is going to have to continue its reform process, reduce debt, and increase productivity.

In 2018, GDP growth was 6.6% according to official data from the National Statistics Bureau, this is a continued slowdown from 6.9% the previous year. The economy remains weak, the trade war with the US is impacting export volumes, and the government’s stimulus measures are only gradually materializing. These are uncertain times for consumers and investors.

 

Macroeconomic Overview

Economic Review

Economic Outlook

 

Light Vehicle Sales Review & Outlook

Market review: developments and policies

Congestion and pollution regulation

Road safety

Players in the new energy vehicle (NEV) market

Geography of demand

Shifting tastes

Market Outlook

 

Light Vehicle Production Review & Outlook

Production review

China car industry roots

Overcapacity risk?

Evolving geography of Chinese car production

Vehicle exports and penetrating new markets

Production outlook

 

OEM Activity & Supplier Management

Changes in market structure

New Chinese OEMs

Japanese carmakers

Increasing OEM fragmentation

Supplier base growing

Domestic OEM sourcing

Foreign OEM sourcing

Automotive component imports & exports

 

Recent Developments & Outlook for the Chinese Supply Base

Profitability under attack

Supply base structure

M&A activity

 

Top-10 OEM Overview

Volkswagen (including FAW, SAIC and JAC)

Chongqing Changan Automobile (including Ford, Groupe PSA, and Mazda)

Dongfeng (including Honda, Renault-Nissan and PSA)

SAIC Motor (including GM and VW)

General Motors (including FAW and SAIC)

Hyundai-Kia (including BAIC and Dongfeng)

Beijing Automotive (including Daimler and Hyundai)

Toyota

FAW (including GM, Mazda, Toyota and VW)

From key trends affecting today’s business environment to forward-looking forecasts of future output, AutoTechInsight provides the information you need to develop strategy for each of its services.

Staying abreast of automotive sector/topic-specific developments, trends, and competitive activity can be time-consuming. With many sources available, it is often difficult to find critical and reliable market information that stakeholders of the automotive industry need. Conducting business analysis, product, or market strategy assessments without validated market data is risky.

AutoTechInsight provides the ability to access the wealth of recognized thought leadership, data, and analysis from IHS Automotive on a broad spectrum of industry topics and sectors. AutoTechInsight offers a lens into more than a dozen vehicle component categories. Each service provides the insight you need to anticipate future demand, access competitive intelligence, and stay abreast of changing dynamics.

Services coverage include:

  • Autonomous Driving
  • Connected Car
  • User Interface and Experience (UI/UX)
  • Lighting
  • E/E & Semi
  • Interior Comfort and Passive Safety
  • Thermal Management
  • OEM Strategy
  • Materials and Lightweighting
  • Chassis
  • E-Mobility
  • Powertrain Component

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