The European Automotive Supplier Report

The European Automotive Supplier Report looks at the economics of the automotive industry in Europe, 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 176 supplier profiles from Europe-based suppliers (including every one of the top 50 European suppliers), or the European operations of global suppliers. These profiles provide you with relevant data on corporate strategy, investments, product offerings and contact information all built from original research

Background to this Research

The European automotive supply base is a key industrial sector in Europe with five million people employed at component manufacturers and a major contributor to European innovation. The sector is often subject to criticism from the advocates of a rationalization of the automotive industry in Europe since it has not undergone the same structural overhaul of the business which has been witnessed in the North America supplier industry over the last four years. A sudden excess capacity in North America has resulted in the implementation of a number of drastic measures in order to downsize local operations and return to profitability. Despite facing somewhat similar issues to their North American counterparts, European suppliers have yet to implement these strategic and painful changes to a meaningful extent, thus ensuring long-term sustainability of the business. Part of this delay is linked to the OEMs’ inertia in tackling their own regional overcapacities which are creating significant burdens for their finances.

Economics of the automotive industry in Europe            

Economic Review            
Economic Outlook           

European light vehicle sales review and outlook             

Market Review
Vehicle Pricing  
Consumer Preference  
Powertrain sales mix     
Outlook               

European Light vehicle production review and outlook                

Production Review         
Ongoing Excess capacity              
Plant reshuffling              
Export hub         
Investment momentum in Central Europe          
Caution on Eastern Europe         

OEM activity and supplier management              

Rightsizing capacity        
Search for a more competitive footprint     
Imports shifting east     

OEM Overview

Volkswagen      
Renault-Nissan
Peugeot Citroën             
Daimler               
BMW    
Ford      
General Motors               
Fiat-Chrysler Automobiles          
Other OEMs      

Recent Developments and outlook for the European supply base           

The new normal             
Factors impacting financial performance              
Established sourcing hubs and emerging ones in Central and Eastern Europe    
R&D continued shift      
Top-25 European suppliers         

Supplier Profiles             

Tables

Table 1: 2010–2020 GDP European Union and Eurozone (in EUR billion)   
Table 2: European Light-Vehicle Sales by Country (2013–2018)   
Table 3: European Light-Vehicle Production by Country (2013–2018)   
Table 4: Imports of car parts in billion Euros and % CAGR by extra-EU trading partner country   
Table 5: Volkswgen European Light Vehicle Production Forecast by Model (2013–2018)   
Table 6: List of first 44 companies selected for Volkswagen’s FAST program   
Table 7: Renault-Nissan European Light Vehicle Production Forecast by Model (2013–2018)   
Table 8: Peugeot Citroën European Light Vehicle Production Forecast by Model (2013–2018)   
Table 9: Daimler European Light Vehicle Production Forecast by Model (2013–2018)   
Table 10: BMW European Light Vehicle Production Forecast by Model (2013–2018)   
Table 11: Ford European Light Vehicle Production Forecast by Model (2013–2018)   
Table 12: General Motors European Light Vehicle Production Forecast by Model (2013–2018)   
Table 13: General Motors European Light Vehicle Production Forecast by Model (2013–2018)   
Table 14: Europe regional production volumes 2007-2014 by OEM – in thousands   
Table 15: List of selected supplier investments in 2015 and 2014 in Europe   
Table 16: Top 25 European Automotive suppliers by estimated 2012 and 2014 automotive sales   
Table 17: Key M&A Activity involving North American suppliers in 2014 and 2015   
 

This report contains 176 profiles of suppliers headquartered in Europe or the European operations of global tier-one suppliers. Many profiles also include detailed maps of supplier locations identifying both manufacturing sites and R&D facilities

• The European Automotive Supplier Report SAMPLE