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The North American Automotive Supplier Report

The North American Automotive Supplier Report

Publication Date: 25/03/2015
Number of Pages: 1153

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.

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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