Chinese Supplier Report

The 2009 edition Chinese Supplier Report considers the importance of China for the automotive industry and includes well over one hundred profiles of all the key suppliers in the country.

The report studies the history and macro-economic background of the region and looks at the vehicle market along with key issues such as regulation and infrastructure.

Furthermore the report covers the structure of the Chinese supplier industry, soucing and platform strategies and the structure of the OEM sector.

Background to this Research

According to our calculation, and after adding sales of CBU imports, vehicle sales in China had already overtaken sales in Japan by a very narrow margin (around 42,000 units) in 2005. In 2006, the surge in sales in China combined with declines in Japan meant that there is now no doubt that China was the second largest vehicle market in the world, and its lead over Japan was extended to around 1.58 million units.

We are currently expecting total vehicle sales to exceed the 10m unit mark in 2009. Fundamentals are still very positive but a moderation in growth rates from high base levels is inevitable. Overall, we expect total vehicle sales to rise by 10.2% in 2009 and growth rates to drop below 10% after that. Our base scenario forecasts 12.6 million units in 2012 and 17.3 million units in 2018.

• 1. Macro-economic background
• 2. History of the vehicle market in China
• 3. Infrastructure
• 4. Vehicle market in China
  • 4.1. Total light vehicle demand
  • 4.2. Passenger car demand
  • 4.3. Light commercial vehicle demand
  • 4.4. Outlook for light vehicle production
  • 4.5. Vehicle parc and density
  • 4.6. Key demand drivers
  • 4.7. Auto finance
  • 4.8. Passenger car market segmentation trends
• 5. Regulation
  • 5.1. Intellectual property
  • 5.2. Import duties
  • 5.3. Emissions
  • 5.4. Safety
• 6. Importance of China for the automotive industry
• 7. Structure of the OEM sector
  • 7.1. Background
  • 7.2. Geographical spread
  • 7.3. Implications of the joint venture rule
  • 7.4. The market in 2007
  • 7.5. Medium to long term forecast
• 8. Platform strategies
• 9. Sourcing
• 10. Structure of the supplier industry
  • 10.1. Background
  • 10.2. The influence of the OEMs
  • 10.3. Implications for the suppliers
  • 10.4. Scenario for the structural changes in the supplier industry in China
  • 10.5. Airbag modules as an example for the evolution of the supply chains in China
• Chinese Supplier Profiles
  • Aeolus
  • Aisin Seiki Co
  • ArvinMeritor
  • ATG Piston Ring Co
  • Autoliv
  • Behr
  • BorgWarner
  • Bosch
  • Brose
  • Changcha
  • China Automotive
  • China Spring Corp
  • China VIE Group
  • China Wheel Co
  • CITIC Manufacturing Co
  • Continental
  • CRH
  • Cummins
  • Dalian Diesel
  • Dana
  • Delphi
  • Denso
  • Dong'an Engine
  • Dongfeng Bus Chassis Co
  • Dongfeng Chaoyang Diesel Engine Co
  • Dongfeng Electronic Technology Co
  • Dongfeng Wheel Co
  • Eberspaecher
  • Faurecia
  • Federal Mogul
  • Fujian Longxi Bearing
  • GKN
  • Goodyear
  • Hafei Manufacturing
  • Hangzhou Advance Gearbox Group
  • Hangzhou Engine Co
  • Hangzhou Westlake Group
  • Hangzhou ZhongCe Rubber Co
  • Hefei Axle Co
  • Hella
  • Hyundai MOBIS
  • Jiangsu Sida Group_Leia
  • Jiangsu Sihong Co
  • Jilin Dongguang Group
  • Jinan Commercial Vehicle Co
  • Jinzhou Halla
  • Johnson Controls
  • JTEKT
  • Kunming Yunnei Power Co
  • Lear
  • Leoni
  • Longkou Xingmin Wheel Co
  • Magna Leia
  • Magneti Marelli
  • Mando
  • Michelin
  • MiTAC
  • Nanchang Changli Steel
  • Nanping Sun Cable Co
  • NHK Spring
  • Nordson
  • Pilkington
  • Plastal
  • Prestolite
  • Qingdao Yellow Sea Rubber Group
  • Quanchai
  • Ruiming
  • Sanhua Holding Group
  • Shaanxi Fast Group
  • Shandong Binzhou Piston Co
  • Shandong Laidong Engine Co
  • Shandong Linglong Rubber Co
  • Shanghai Delphi
  • Shanghai Koito Lamp
  • Shenyang Aerospace Mitsubishi Engine Co
  • Shenyang Xinguang Group
  • South China Tire Co
  • Sumitomo Electric
  • Takata
  • Tenneco
  • ThyssenKrupp
  • Tianjin Kahou Co
  • TRW
  • TS Tech
  • Valeo
  • Visteon
  • Wangfeng Group
  • Webasto
  • Wuxi Diesel Engine
  • Wuxi Weifu
  • Yangfeng Visteon
  • Yuchai
  • ZF Sachs AG
  • Zhejiang Jinfei
  • Zhejiang Yinlun
• List of Figures
  • Figure 1 The first Jiefang model of 1956
  • Figure 2 Hongqi CA770
  • Figure 3 Hongqi CA71
  • Figure 4 Shanghai SH 760
  • Figure 5 International OEMs in China
  • Figure 6 Light vehicle production in China 1996 to 2008
  • Figure 7 Top five countries with most expressways
  • Figure 8 Current situation of suppliers
  • Figure 9 New regional markets
  • Figure 10 Export to China versus production in China
  • Figure 11 Cluster OEMs 2007 ¨C 2010
  • Figure 12 Cluster OEMs 2025
  • Figure 13 Interrelationship of the OEMs
  • Figure 14 Geographical spread of the OEMs
  • Figure 15 China's top 16 passenger vehicle makers 2008
  • Figure 16 The top ten best selling passenger vehicles in China 2008
  • Figure 17 Passenger vehicle sales 2006 to 2012 by segment
  • Figure 18 Portfolio of the OEMs by segments and platforms
  • Figure 19 OEM by platform origin 2007
  • Figure 20 Structure of the supplier industry
  • Figure 21 Development of the value chain in China
• List of Tables
  • Table 1 Outlook for vehicle sales (thousand units)
  • Table 2 Car Sales by Manufacturer
  • Table 3 Mini vehicle Market: Manufacturer Performance (Thousand units)
  • Table 4 Outlook for Vehicle Production (thousand units)
  • Table 5 Vehicle Parc (thousand units) and Car Density
  • Table 6 Breakdown by Segment
  • Table 7 Several generations of platforms at Volkswagen