中国における自動車部品市場＋メーカー8社のプロファイル

Abstract

This Intelligence Set includes the second edition of our Chinese components report, along with profiles of Bosch, Valeo, TRW, Denso, GKN, Delphi, Visteon and Dura Automotive.

It offers excellent value for money and will allow you to discover where the market is heading, what the latest innovations are, and how your competitors are performing.

In 2007, a new record of 8.3m vehicles is expected to be sold in China!

The dramatic growth of the Chinese automotive market is the biggest story in the 21st century motor industry. The world' s most populous nation is riding a sustained wave of economic growth, with gross domestic product (GDP) rising by an annual average of 9.6% in the past 25 years.

Since 2000, the automotive market has exploded, with sales growing by an average of more than 20% year-on-year. China overtook Japan in 2006 to became the world' s number two automotive market to the US, and it was the world' s number three automotive producer behind the US and Japan in 2006. China is forecast to become the world' s second-largest market in terms of production by 2013, when it is expected to build more cars than Japan.

So, with the Chinese automotive market rapidly changing, just-auto has published its second edition of the Chinese automotive components industry report. In it, we provide an overview of the market, with information on key trends and developments.

Table of Contents

Chapter 1 The Chinese automotive market

• China market growth
• Consolidation within Chinese vehiclemakers
• Joint ventures with foreign OEMs

Chapter 2 Size and scale of the Chinese automotive components industry

• Components industry cost structure
• Local sourcing
• Case study: Honda' s in-house supply strategy
• Obstacles to local sourcing - quality and pricing

Chapter 3 International trade

• Import-export balance
• Components imports
• Components exports
• China overtakes Germany as parts exporter to US
• Emerging markets becoming a target for parts exports
• Obstacles for exports
• Logistics
• Intellectual property rights

Chapter 4 Chinese suppliers

• Are Chinese suppliers ready for export?
• Case study: Wanxiang Group
• Case study: China Automotive Systems

Chapter 5 Components industry dynamics

• Global Tier 1s drive components sector up the value chain
• Environmental pressures
• Electronics sector set for growth
• WTO requirements and EU dispute on component tariffs
• Impact of the new automotive policy, 2005

Chapter 6 Geographical distribution of the Chinese auto industry

• East China - Shanghai and Nanjing
• Central China - Wuhan and Hubei province
• North-east China - Beijing and Tianjin
• The South - Guangzhou and Shenzhen
• The Far North - Changchun, Harbin and Jilin province
• Chongqing: the gateway to Western China
• Calls for concentration in major hubs

Chapter 7 The aftermarket

• Disorganisation of the aftermarket
• Grey market challenge to OES aftermarket supply chain
• Arrival of organised service franchise chains

Chapter 8 Global Tier 1 strategies for China

• Business structure - JV or wholly owned?
• Strengths of Tier1 groups in China
• Recent activity at selected major global suppliers operating in China
• Bosch
• Valeo
• TRW
• Denso
• GKN
• Delphi
• Visteon
• Dura Automotive

Chapter 9 Conclusion

List of figures

• Figure 1: China auto imports by value, 2006 (%)
• Figure 2: China auto exports by value, 2006
• Figure 3: Breakdown of China' s automotive electronics sector, 2006

List of tables

• Table 1: Forecast growth in Chinese components industry by sector, 2004-2009 (US$bn and %)
• Table 2: Auto industry cost structure, US vs. China 2004 (%)
• Table 3: Annual labour cost comparison China vs. US, 2002 and 2010 (US$ and%)
• Table 4: China total import of parts and accessories, 2002-2006 (US$m and %)
• Table 5: China consumption of raw materials, 2003 (%)
• Table 6: Growth of China' s automotive electronics sector, 2002-2006 (m yuan and %)