| INFOGRAPHIC MANUFACTURING FOOTPRINT GROWS VOLKSWAGEN'S MEXICO PRODUCTION AND EXPORTS (thousand) 2012 Volkswagen may be celebrating its 50th anniversary in and BMW is scheduled to finish constructing its facility Mexico but for other German players, it is just the beginning and deliver its first models by the end of 2019. With the 800 of their history in the country. Audi has already started arrival of these three players, Mexico has now become 604,508 2018* 600 operations in Puebla to build the Q5 that will be exported a manufacturing hub for the premium segment, thus 518,132 2013 all around the world. Meanwhile, Mercedes-Benz is about adding to the country's already competitive position as an
to start production in Aguascalientes at the COMPAS plant automotive destination. 400 516,146
387,450 423,937 MARKET SHARE OF GERMAN OEMs IN MEXICO’S LIGHT-VEHICLE SEGMENT 200 321, 696 Volkswagen's 1H16 1H17 1H18 in Puebla sold units sold units sold units plant 461,248 475,121 386,122 397,976 BMW 6,720 BMW 7,867 BMW 9,542 celebrated 2014 Mercedes-Benz 6,174 Mercedes-Benz 8,426 Mercedes-Benz 9,188 2017 th 333,940 its 50 SMART 267 SMART 515 SMART 603 393,263 Volkswagen Group Volkswagen Group Volkswagen Group anniversary 106,156 102,967 82,557 416,685 (w.o. SEAT) (w.o. SEAT) (w.o. SEAT) 457,517 in 2017 Audi 7,379 Audi 6,980 Audi 6,943
Porsche 677 Porsche 718 Porsche 746 GLOBAL LIGHT VEHICLE PRODUCTION Volkswagen 98,100 Volkswagen 95,269 Volkswagen 74,868 2015 — Production (units) *Data from January 2016 to June (annualized) — Exports (units)
AUDI'S MEXICO PRODUCTION AND EXPORTS IN 2018* (thousand)
20 18,412 17,435 16,465 16,093 18,128 721,856 743,051 680,699 17,186 16,657 15 13,633 Total vehicle Total vehicle Total vehicle 15,078 14,206 sales sales sales 12,127 10 9,214
5 January February March April May June
*Estimated by AMIA based on AUDI AG's quarterly reports. 16.5% German OEMs in Mexico 16.1% German OEMs in Mexico 15% German OEMs in Mexico 83.5% Others 83.9% Others 85% Others GERMAN OEM ASSEMBLY PLANTS IN MEXICO
Source: Source: CAAM, JAMA, VDA, KAMA, SIAM, AMIA, ANFAC, Automotive News, Data Center Vento was the fourth best- Mercedes-Benz Buses (Garcia) selling car in Mexico in 2017 with a total of 63,402 units
BMW 2019 (San Luis Potosi) MEXICO'S LIGHT-VEHICLE EXPORTS TO TOP 10 GERMAN SUPPLIERS GERMANYAUTO PART (millionS PRODUCTION of units) PER YEAR IN MEXICO 1 Robert Bosch 200 *Data from January to March (annualized) 2 ZF Friedrichshafen Renault-Nissan Alliance- Daimler (Mercedes-Benz, MAN Truck & Bus (Queretaro) 5 Continental 2018) (Aguascalientes) 150 15 MAHLE 178,690
164,52 7 19 Thyssenkrupp 76 100
3 20 BASF 7 118,8 75 088 Global ranking 22 Schaeffler 03 181 96, 94, Volkswagen (Puebla) 86, 50 79, 37 Brose Fahrzeugteile Light vehicles Volkswagen (Silao)
(Top 100 parts suppliers in 2018) (Top 45 HELLA Heavy vehicles Audi (San Jose Chiapa) 0 47 Eberspaecher 2012 2013 2014 2015 2016 2017 2018* Source: AMIA, ProMéxico and Mexico Automotive Review, : Automotive News / PWC