中国の自動車部品アフターマーケット

Abstract

Demand in China to grow 18.3% yearly through 2011

The aftermarket for light vehicle components and parts in China is projected to increase at an annual rate of 18.3 percent to ¥83 billion in 2011. Growth in the aftermarket will be driven by the large numbers of new and increasingly sophisticated light vehicles entering the park. These vehicles will provide greater aftermarket parts sales opportunities not only due to their sheer numbers but also to the ongoing introduction of new elec-tronic products and emission control technologies into the typical light vehicle.

As China' s light vehicle market matures into a true consumer market, the industry is seeing the development of strong retail brands, efficient distribution and service channels, and sophisticated marketing approaches. Moreover, the rising number of vehicles on the road in urban areas is straining the existing network of auto service providers, creating opportunities for new participants to enter the market. As is the case in most non-US automotive aftermarkets, light vehicle makers are playing major roles in structuring China' s nascent parts and service aftermarket, providing increased dealer coverage and introducing the latest customer service concepts. After price, the availability of quality service is the greatest concern of potential car buyers in China.

Electronics to lead gains

While mechanical products will remain the largest light vehicle aftermarket segment, electronic products -- which include autosound, electronic controls and modules, security systems and navigation products -- will see the fastest growth through 2011. Electronic controls and modules and autosound systems will be the primary drivers of demand. The ongoing rise in electronics content of the typical light vehicle in combination with the expanding automotive fleet will support a strong aftermarket going forward, as will consumer demand for an increasing variety of functional and entertainment options, which typically feature high electronics content. Replacement rates for mechanical, electrical, exterior and structural parts will also experience strong growth going forward.

Study coverage

It presents historical demand data (1996, 2001, 2006) plus forecasts for 2011 and 2016 by product type (mechanical, electrical, electronic, exterior and structural) and performer (professional dealers, consumers). The study also considers market environment factors, evaluates market share, analyzes industry structure and profiles leading participants.

Table of Contents

INTRODUCTION

I. EXECUTIVE SUMMARY

II. MARKET ENVIRONMENT

• General
• Economic Overview
• Population Trends
• Personal Income Trends
• Automotive Industry Trends
  • The Automotive Five-Year Plan
  • Accession to the World Trade Organization
• Light Vehicle Supply & Demand Dynamics
  • Light Vehicle Production
  • Light Vehicle Producers
  • The Shift from Motorcycles to Automobiles
  • China' s Transition to Light Vehicle Dominance
  • Light Vehicle Park
• Environmental & Regulatory Factors

III. AFTERMARKET TRENDS

• General
• Pricing Trends
• Demand Trends
• Technology & Materials Trends
• Foreign Trade & International Issues

IV. MECHANICAL PRODUCT AFTERMARKET

• General
• Filters
  • Air Filters
  • Oil Filters
  • Fuel Filters
  • Other Filters
• Engines & Parts
  • Engines, Blocks & Cylinder Heads
  • Pistons & Rings
  • Valves, Seats & Related
  • Other
• Brake Parts & Assemblies
  • Drums & Rotors
  • Shoes, Pads & Linings
  • Cylinders & Calipers
  • Other
• Steering & Suspension Components
  • Shock Absorbers & Struts
  • Tie Rod Ends & Ball Joints
  • Other Steering & Suspension
• Fuel System Components
  • Fuel Injection Products
  • Fuel Pumps
  • Carburetors & Parts
  • Other
• Transmissions & Parts
  • Transmissions
  • Parts
• Drivetrain Components
  • Wheels & Hubs
  • Clutch Assemblies
  • Axles & Parts
  • Other
• Cooling System Components
  • Radiators & Parts
  • Water Pump Assemblies
  • Other
• Exhaust/Emission System Components
  • Mufflers & Pipes
  • Catalytic Converters
  • Other

V. ELECTRICAL PRODUCT AFTERMARKET

• General
• Batteries
• Ignition Systems & Parts
  • Starters
  • Ignition Harness, Cable & Coil
  • Other
• Lighting Equipment
  • Parking, Tail & Interior
  • Headlamps & Bulbs
  • Parts & Accessories
• Spark Plugs
• Charging Equipment
• Other

VI. EXTERIOR & STRUCTURAL PRODUCT AFTERMARKET

• General
• Tires
• Windows & Glass
• Other

VII. ELECTRONIC PRODUCT AFTERMARKET

• General
• Autosound
• Electronic Controls, Modules & Sensors
  • Engine & Drivetrain
  • Other
• Navigation Products
• Security Systems

VIII. AUTOMOTIVE AFTERMARKET BY PERFORMER

• General
• Professional
  • Service Providers
  • Auto Clubs
• Consumer/DIY

IX. LOW-SPEED VEHICLE AFTERMARKET

• General
  • Low-Speed Vehicle Overview
  • Supply & Demand
• Low-Speed Vehicle Aftermarket
  • Mechanical Parts Aftermarket
  • Tire & Battery Aftermarket
  • Other Aftermarket
• Low-Speed Vehicle Aftermarket Parts Distribution

X. INDUSTRY STRUCTURE

• General
• Industry Composition & Market Share
  • Shanghai Automotive Industry Corporation (SAIC)
  • China FAW Group Corporation
  • Dongfeng Automobile Company (DFAC)
  • Bosch
  • Bridgestone
  • ASIMCO
  • Other Leading Companies
• Mergers, Acquisitions & Industry Restructuring
• Product Development & Manufacturing
• Marketing
• Distribution
• Financial Issues & Requirements
• Strategic Partnerships

• COMPANY PROFILES
  • Affinia Group Incorporated
  • Anqing TP Goetze Piston Ring, see Federal-Mogul Corporation
  • ASIMCO International Casting, see ASIMCO Technologies and Caterpillar
  • ASIMCO Technologies Limited
  • Baoding Sail Storage Battery, see Fengfan
  • Beijing Foton Cummins Engine, see Cummins
  • Bosch (Robert) GmbH
  • Bridgestone Corporation
  • Caterpillar Incorporated
  • Changan Automobile Company Limited
  • Changan Ford Mazda Engine, see Changan Automobile and Ford Motor
  • Changchun FAW Sichuan Automobile, see China FAW Group
  • Changzhou Dongfeng Automobile Company Limited, see Dongfeng Automobile & Renault
  • Chery Automobile Company Limited
  • China FAW Group Corporation
  • Chongqing Anfu Automobile, see Changan Automobile
  • Chongqing Changan Suzuki Automobile, see Changan Automobile
  • Chrysler, see DaimlerChrysler
  • Continental AG
  • ContiTech Jiebao Transmission Systems, see Continental
  • CSS/Shanghai Scherdel Spring, see Shanghai Automotive Industry
  • Cummins Incorporated
  • DaimlerChrysler AG
  • Dalian Walker Gillet Automobile Muffler Company Limited
  • Dana Corporation
  • Delphi Corporation
  • Dongfeng Automobile Company Limited
  • Dongfeng Axle, see Dana and Dongfeng Automobile
  • Dongfeng Cummins Engine, see Cummins and Dongfeng Automobile
  • Dongfeng Dana Axle, see Dana and Dongfeng Automobile
  • Dongfeng Honda Auto Parts, see Dongfeng Automobile and Honda Motor
  • Dongfeng Honda Engine, see Dongfeng Automobile and Honda Motor
  • Dongfeng Motor, see Dongfeng Automobile and Renault
  • Dongfeng Nissan Passenger Vehicle, see Dongfeng Automobile and Renault
  • East Asia Technical Center, see Cummins and Dongfeng Automobile
  • Eaton Corporation
  • FAW Car, see China FAW Group
  • FAW Eaton Transmission, see Eaton and China FAW Group
  • FAW Ford Aluminum Radiator Factory, see China FAW Group and Ford Motor
  • FAW Toyota Changchun Engine, see China FAW Group and Toyota Motor
  • FAW Valeo Climate Control Systems, see China FAW Group and Valeo SA
  • FAW-Volkswagen Automobile, see China FAW Group and Volkswagen AG
  • FAWER Automobile Parts, see China FAW Group
  • Federal-Mogul Corporation
  • Federal-Mogul Shanghai Bearings, see Federal-Mogul and Shanghai Automotive Industry
  • Fengfan Company Limited
  • Ford Motor Company
  • Foshan Valeo Ichikoh Auto Lighting Systems, see Valeo SA
  • Foster Electric Company Limited
  • Fujian Wanda Automobile Glass Industry, see Fuyao Glass
  • Fuyao Glass Industry Group Company Limited
  • Fuzhou Hersheen Autoparts, see Her Sheen Enterprise
  • Geely Automobile Holdings Limited
  • General Motors Corporation
  • Goodyear Tire & Rubber Company
  • Guangdong South Asia Rubber & Plastics Company Limited
  • Guangqi Toyota Engine, see Toyota Motor
  • Guangzhou Honda Automobile, see Honda Motor
  • Guizhou Dazhong Rubber, see NatSteel
  • Guizhou Honghu Machinery Works Company Limited
  • Hangzhou Qidie Clutch Company Limited
  • Hangzhou Zhongce Rubber Company Limited
  • Her Sheen Enterprise Company Limited
  • Honda Motor Company Limited
  • Huada Automotive Air Conditioner, see Valeo SA
  • Hubei Valeo Auto Lighting, see Valeo SA
  • Jiangling Motors, see Ford Motor
  • Jiangxi Jiangling Carriage Interior Parts Factory, see Ford Motor
  • Jiangxi Jiangling Gear, see Ford Motor
  • Kolbenschmidt Pierburg Shanghai Nonferrous Components, see Shanghai Automotive Industry
  • LuK-Aftermarket Service, see Schaeffler Group
  • Luoyang Bearing Corporation
  • Mazda Motor, see Ford Motor
  • Mercedes-Benz China, see DaimlerChrysler
  • Michelin Group
  • Nanjing Huade Spark Plug, see Bosch (Robert)
  • Nanjing Valeo Clutch, see Valeo SA
  • NatSteel Limited
  • Nissan Motor, see Renault
  • Qingdao Toyo Auto Radiator, see T. Rad
  • Remy Electricals Hubei, see ASIMCO Technologies
  • Renault SA
  • Sachs Automotive Components and Systems Shanghai, see ZF Friedrichshafen
  • SAIC, see Shanghai Automotive Industry Corporation
  • Schaeffler Group
  • Shandong Binzhou Bohai Piston Company Limited
  • Shanghai Automotive Braking System, see Continental and Shanghai Automotive Industry
  • Shanghai Automotive Industry Corporation Group
  • Shanghai Cosmopolitan Automobile Accessory, see
  • Shanghai Automotive Industry
  • Shanghai Eaton Engine Components, see Eaton
  • Shanghai Fleetguard Filter, see Cummins and Dongfeng Automobile
  • Shanghai Huizhong Automotive Manufacturing, see Shanghai Automotive Industry
  • Shanghai Maple Guorun Automobile, see Geely Automobile
  • Shanghai Michelin Warrior Tire, see Michelin
  • Shanghai Sachs Huizhong Shock Absorber, see Shanghai Automotive Industry and ZF Friedrichshafen
  • Shanghai Sanden Behr Automotive Air Conditioning, see Shanghai Automotive Industry
  • Shanghai Sandmann Foundry, see Shanghai Automotive Industry
  • Shanghai Volkswagen Automotive, see Shanghai
  • Automotive Industry and Volkswagen AG
  • Shanghai Volkswagen Powertrain, see Shanghai
  • Automotive Industry and Volkswagen AG
  • Shen Yang Jin Hersheen Auto Parts, see Her Sheen Enterprise
  • Shenzhen Valeo Hangsheng Automotive Switches and Detection Systems, see Valeo SA
  • Sichuan FAW Toyota Motor, see China FAW Group and Toyota Motor
  • SKF AB
  • T. Rad Company Limited
  • Tianjin FAW Toyota Engine, see China FAW Group and Toyota Motor
  • Tianjin FAW Xiali Automobile, see China FAW Group
  • Tianjin Fengjin Auto Parts, see Toyota Motor
  • Tianjin Jinfeng Auto Parts, see Toyota Motor
  • Tianjin Toyota Forging, see Toyota Motor
  • Taizhou Valeo-Wenling Automotive Systems, see Valeo SA
  • Timken Company
  • Toyota Motor Corporation
  • United Automotive Electronic Systems, see Bosch (Robert) and Shanghai Automotive Industry
  • Valeo Fawer Compressor Changchun, see China FAW Group and Valeo SA
  • Valeo SA
  • Volkswagen FAW Engine Dalian, see China FAW Group and Volkswagen AG
  • Volkswagen AG
  • Volkswagen Transmission Shanghai, see China FAW Group, Shanghai Automotive Industry and Volkswagen AG
  • Wanfeng Auto Holding Group Company Limited
  • Wanxiang Qianchao Company Limited
  • Weihai Wanfeng Magnesium S&T Development, see Wanfeng Auto
  • Yantai Timken, see Timken
  • ZF Dongfeng Shock Absorber Shiyan, see Dongfeng Automobile, ZF Friedrichshafen and Renault
  • ZF FAWER Chassis Technology, see China FAW Group and ZF Friedrichshafen
  • ZF Friedrichshafen AG
  • ZF Lenksysteme, see Bosch (Robert) and ZF Friedrichshafen
  • ZF Shanghai Steering, see Bosch (Robert) and ZF Friedrichshafen
  • ZF Steering Jincheng Nanjing, see Bosch (Robert) and ZF Friedrichshafen
  • ZF Transmissions Shanghai, see Shanghai Automotive Industry and ZF Friedrichshafen
  • Zhejiang Fulin Guorun Automobile Parts and Components, see Geely Automobile
  • Zhejiang Geely Automobile, see Geely Automobile
  • Zhejiang Wanfeng Auto Wheel, see Wanfeng Auto
  • Zhejiang Wanfeng Engine Manufacturing, see Wanfeng Auto
• Other Companies Mentioned in Study

LIST OF TABLES

SECTION I -- EXECUTIVE SUMMARY

• Summary Table

SECTION II -- MARKET ENVIRONMENT

• 1 Gross Domestic Product of China
• 2 Population of China
• 3 Consumer Income & Expenditure Patterns in China
• 4 China Light Vehicle Statistics

SECTION III -- AFTERMARKET TRENDS

• 1 Automotive Aftermarket Demand in China

SECTION IV -- MECHANICAL PRODUCT AFTERMARKET

• 1 Mechanical Product Aftermarket in China
• 2 Automotive Filter Aftermarket in China
• 3 Engine & Parts Aftermarket in China
• 4 Brake Parts & Assemblies Aftermarket in China
• 5 Steering & Suspension Aftermarket in China
• 6 Fuel System Component Aftermarket in China
• 7 Transmissions & Parts Aftermarket in China
• 8 Drivetrain Component Aftermarket in China
• 9 Cooling System Component Aftermarket in China
• 10 Exhaust/Emission System Aftermarket in China

SECTION V -- ELECTRICAL PRODUCT AFTERMARKET

• 1 Electrical Product Aftermarket in China
• 2 Automotive Battery Aftermarket in China
• 3 Ignition Systems & Parts Aftermarket in China
• 4 Automotive Lighting Equipment Aftermarket in China
• 5 Spark Plug Aftermarket in China
• 6 Charging Equipment Aftermarket in China
• 7 Other Automotive Electrical Product Aftermarket in China

SECTION VI -- EXTERIOR & STRUCTURAL PRODUCT AFTERMARKET

• 1 Exterior & Structural Product Aftermarket in China
• 2 Tire Aftermarket in China
• 3 Automotive Window & Glass Aftermarket in China
• 4 Other Automotive Exterior & Structural Product
• Aftermarket in China

SECTION VII -- ELECTRONIC PRODUCT AFTERMARKET

• 1 Electronic Product Aftermarket in China
• 2 Autosound Aftermarket in China
• 3 Electronic Controls, Modules & Sensors Aftermarket in China
• 4 Navigation Product Aftermarket in China
• 5 Electronic Security Systems Aftermarket in China

SECTION VIII -- AUTOMOTIVE AFTERMARKET BY PERFORMER

• 1 Automotive Aftermarket in China by Performer
• 2 Professional Aftermarket in China
• 3 Consumer/DIY Automotive Aftermarket in China

SECTION IX -- LOW-SPEED VEHICLE AFTERMARKET

• 1 China Low-Speed Vehicle Overview
• 2 Low-Speed Vehicle Aftermarket in China
• 3 Low-Speed Vehicle Mechanical Aftermarket in China
• 4 Low-Speed Vehicle Tire & Battery Aftermarket in China
• 5 Low-Speed Vehicle Other Aftermarket Parts in China

SECTION X -- INDUSTRY STRUCTURE

• 1 Revenue Data: Selected Automotive Parts Companies, 2006
• 2 Selected Acquisitions & Divestitures
• 3 Selected Cooperative Agreements

LIST OF CHARTS

SECTION II -- MARKET ENVIRONMENT

• 1 Population of China by Age
• 2 Selected Automotive OEM Joint Ventures in China
• 3 Locations of Leading Light Vehicle Plants in China, 2006
• 4 Light Vehicle Production & Sales by Company in China, 2006
• 5 Ratio of Motorcycle to Passenger Car Sales in Japan, 1950-2000
• 6 Relationship of GDP per Capita to Relative Motorcycle Sales Dominance in Japan, 1950-1970
• 7 Comparison of GDP per Capita & Motorcycle Dominance
• 8 China' s Transition from Motorcycles to Light Vehicles, 1996-2006
• 9 Light Vehicle Density Comparison, 2006
• 10 Light Vehicle Emissions Standards Rollout in China
• 11 Penetration of New Emissions Control Vehicles into China' s Vehicle Park -- Passenger Car Example
• 12 Emissions Technology Comparison -- ECE 1503 & Euro I-III

SECTION III -- AFTERMARKET TRENDS

• 1 Forces at Work in China' s Automotive Parts Aftermarket
• 2 New Passenger Car Content Comparison in China, 2006

SECTION VIII -- AUTOMOTIVE AFTERMARKET BY PERFORMER

• 1 Shanghai Volkswagen Dealer/Service Provider Network in China, 2006
• 2 ACDelco Service & Parts Outlets in China, 2006

SECTION IX -- LOW-SPEED VEHICLE AFTERMARKET

• 1 Typical Specifications for Low-Speed Vehicles -- China

SECTION X -- INDUSTRY STRUCTURE

• 1 Automotive Aftermarket Market Share by Company in China, 2006