IHS AUTOMOTIVE Issue 5 • July 2015 Supplierbusiness Analysis
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IHS AUTOMOTIVE Issue5•July2015 SupplierBusinessAnalysis supplierbusiness.com ihs.com Megatrends Thechallengesforautomotive OEMsandsuppliers > Seventrendsaffectingsuppliers’business > Otherchallengestoindustrythataffectsuppliers > UnitedStateslightvehicleproductiongrowthreturns FINANCIAL ADVISORS WITH DEEP AUTOMOTIVE INSIGHTS IHSAutomotive Four-YearEngine andTransmission Forecasts Rapidly changing market trends, powerful technology innovations and intense competition make keeping up with the global powertrain market no small challenge. IHS Automotive Four-Year Light Vehicle Engine and Transmission Forecasts provide the industry’s most comprehensive coverage of currently available and future powertrains. OEMs, suppliers, government agencies, financial institutions, and other industry- related organizations use the product for: • Competitive portfolio evaluation • Technology strategy development and deployment • Opportunity targeting • Volume and revenue planning • Supplier alignment Providing complete geographic coverage, our Four-Year Light Vehicle Engine and Transmission Forecasts are powerful tools for analyzing production by platform, program, design parent and manufacturer. Specifically, they include: • Standard forecast over 4-year horizon (current plus 3), with 2 years historical data • Forecasts by year and quarter over horizon • 17 engine and transmission technical attributes • Choice of global or regional coverage • Quarterly forecast updates For samples and information on how to buy this forecast for instant download, visit www.supplierbusiness.com Shutterstock ANALYSIS IHS Automotive SupplierBusinessAnalysis contents Editorial ManagingDirector:Stewart Pedder [email protected] ProductionEditor:Alex Boekestyn 8 [email protected] SeniorContentEditor:Gaby Leigh [email protected] Who-Supplies-Whom:James Clark [email protected] SupplyingtheOEMs:Julian Buckley 18 30 [email protected] Subscriptions:Sarah Graham Tel: +44 1733 520 066 4 NEWS 26CARCUTAWAY [email protected] The key news and events Details on 197 parts FrontCover:Getty shaping the automotive supplied by 50 different Thispage:Getty, Shutterstock supply base in the last month suppliers to the new Ford S-Max. Includes a look 8 REGION at the CD4 Platform and production data Publishedby:IHSSupplierBusiness UnitedStates:Production Copyright © 2015 IHS. All rights reserved. No part of this volumes soar and new 30PURCHASING publication may be reproduced or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording market entrants promise or otherwise, or be stored in any retrieval system of any nature OEMs are increasingly without prior written permission of IHS Global Limited. Any views future opportunities to the or opinions expressed do not necessarily represent the views looking into help suppliers or opinions of IHS Global Limited. Disclaimerofliability: Whilst local supply base every effort has been made to ensure the quality and accuracy with costs in exchange for of the information contained in this publication at the time of going to press, IHS Global Limited and its affiliates assume no 18MEGATRENDS new tech. But what will the responsibility as to the accuracy or completeness of and, to the extent permitted by law, shall not be liable for any errors or potential cost be? omissions or any loss, damage or expense incurred by reliance on information or any statement contained in this publication. We look at the seven trends Advertising: Advertisers are solely responsible for the content of the advertising material which they submit to us and for that are affecting the 32ACTIVITY ensuring that the material complies with applicable laws. IHS Global Limited and its affliates are not responsible for any error, automotive supply base now, omission or inaccuracy in any advertisment and will not be liable for any damages arising from any use of products or services and the other challenges The latest supplier or any actions or omissions taken in reliance on information or any statement contained in advertising material. Inclusion of any affcting OEMs and suppliers investments, joint-ventures, advertisment is not intended to endorse any views expressed, nor products or services offered, nor the organisations in the years ahead and M&A activity sponsoring the advertisement. TradeMarks: IHS Automotive and SupplierBusiness are trade marks of IHS Global Limited. IHS Global Limited, Registered in England under company number 00788737. ON THE WEB Registered office: Willoughby Road, Bracknell, Berkshire, RG12 8FB UK. Our daily Insight news service will keep you up to date with the IHS Automotive SupplierBusiness, Willoughby House, 2 Broad Street, Stamford, PE9 1PB. UK. latest developments from across the automotive supply base. Printed in the U.S. by IHS For more info, visit www.supplierbusiness.com/news FINANCIAL ADVISORS WITH DEEP AUTOMOTIVE INSIGHTS © 2015 IHS 3 Issue 5 • 2015 IHS Automotive SupplierBusinessAnalysis NEWS Bosch Mahle of sealing the openings of the with each other. This cosy Germany and Austria by supplies exhaust turbocharger. Therefore, the arrangement adversely affected harmonising their annual gas turbocharger low tolerances in terms of a major part of the European price lists and the discounts for BMW’s three- the size and quantity of dirt automotive industry and they would give to these particles can thus be more ultimately those who buy cars dealers. Auto-parts suppliers cylinder diesel easily observed and even the and trucks,” said Commissioner are increasingly coming under engine handling is greatly improved. Margrethe Vestager, in charge the microscope for their The three-cylinder BMW of competition policy. Since potential involvement in fixing diesel engine offers 1.5-litre Webasto revealed the existence prices of components sold to displacement and has a cylinder of the cartel, the supplier could automakers.. > BoschMahleTurbo capacity of 500 cc. This new escape from a potential fine Systems (BMTS), a joint engine is installed both of EUR222 million (USD250 venture (JV) between Bosch lengthwise and transversely million). Eberspächer benefited Continental and Mahle, is supplying its – in two power output levels from a 10% reduction due develops road exhaust gas turbocharger with 70 and 85 kW – in to its co-operation with the with variable turbine different models. investigation and its agreement departure geometry (VTG) for BMW’s to settle with the Commission. protection system three-cylinder diesel engine, The investigation process for cars which is fit for use in the EU fines started when the Commission sports-oriented premium Eberspächer over surprisingly began an segment. BMTS produces the inspection at Eberspächer’s turbocharger at its St Michael cartel charges premises in July 2013. The > Continentalis plant in Austria. Due to high findings revealed that Webasto developinga “Road demand for acoustics in the and Eberspächer co-ordinated Departure Protection” system premium segment, the BMTS > TheEuropean prices and allocated customers that will prevent accidents due VTG turbocharger is equipped Commissionhas fined in the European Economic to unintended road departures. with particularly low-noise, German auto-parts maker Area (EEA). Since Webasto and The system will avoid roadway weight-optimised actuating Eberspächer EUR68.2 million Eberspächer are the only two departure crashes, which elements with plastic bushings (USD76.8 million) over cartel suppliers of parking heaters in are not covered by currently in the coupling rod, a floating charges. The supplier was Europe, the cartel helped them available Advanced Driver bush bearing with acoustic charged with price-fixing of avoid competition, according to Assistance Systems (ADAS). package, and a milled impeller fuel-operated parking heaters a report by Automotive News The new technology will for less pulsation noise. (which heat parked cars and Europe. Both the companies automatically steer a vehicle Additionally, BMW and trucks) and auxiliary heaters fixed prices as and when they back into its lane when it BMTS have developed a new with Webasto. According to were asked to submit price begins to inadvertently leave packaging concept for the the Commission, both the auto quotations by OEMs. The the road or cross the centre line finished turbochargers. The component suppliers were companies discussed various into oncoming traffic. exhaust gas turbocharger co-ordinating prices over a aspects of price elements and Commenting on the is placed on a support and period of 10 years. “For over 10 decided which between the technology, Steffen completely enclosed with years, the only two suppliers two of them would submit the Linkenbach, head of Systems a plastic casing to protect it of parking heaters in Europe lower bid. They also colluded and Technology for the Chassis against contamination instead colluded to avoid competing when selling to dealers in & Safety Division, Continental FINANCIAL ADVISORS WITH DEEP AUTOMOTIVE INSIGHTS IHS AutomotiveSupplierBusinessAnalysis Issue 5 • 2015 4 © 2015 IHS NEWS NEWS North America, said, “The intention recognition feature, 2015, Google began on-road an unspecified period of time system serves as a virtual guard which works in case the driver testing of its prototype self- to enable a complete rethink, rail, protecting the vehicle and chooses to go off road. driving car. Google has built as it is planned to support both its occupants from accidentally 25 vehicles that it will take to a new Grand Cherokee