Tier one markets: Violent movement below the surface: Page 2 of 2

June 06, 2018 //By Christoph Hammerschmidt
Tier one markets: Violent movement below the surface
Among the 100 largest automotive suppliers, there were some shifts in the pecking order in the record year 2017. At the top, which is still occupied by the German tier ones Bosch and Continental, things appeared quiet. In the rear places, however, there were clear shifts. Plus, electronics emerges as key success factor.

Electronics as the growth booster

The figures show an interesting trend: While sales of the 100 largest tier ones grew by 5.8% between 2015 and 2017, the ten largest OEMs grew by only 2% over the same period: an indication that electronics account for an increasing share of the automotive value chain. According to this finding, a number of semiconductor manufacturers are also represented in the ranking with their respective automotive-related delivery spectrum: NXP ranks 78th with 3.14 billion euros, Infineon (3.054 billion euros) 82nd and Renesas 83rd with 3.022 billion euros.

Not only German suppliers, but also almost the entire European supplier industry have improved their position in the Beryll ranking - with two exceptions. The International Automotive Components Group (IAC), an American manufacturer of interior components headquartered in Luxembourg, slipped by 21 places after substantial parts of the company were contributed to a joint venture with a Chinese partner. The Antolin group had to accept a slight decline and loses a position in the ranking.

US companies more open for disruptive strategies

The group of US suppliers generated total sales of 117.8 billion euros. Berylls observed that many US companies are setting the course for tomorrow's mobility with great vigour and are divesting themselves of traditional business activities. The market observers highlight the case of the supplier Delphi, which was split into two companies - Aptiv with a focus on future mobility, while Delphi Technologies continues the "old" powertrain activities.

The Korean suppliers were not quite as successful. They had to accept a decline in sales (to a total of 49.3 billion euros) and a shrinking profitability. The only exception was LG Electronics (rank 97). The electronics giant is currently strengthening its expertise in the fields of lighting systems and electronic assemblies. The company recently continued on this course with the takeover of the Austrian lighting specialist ZKW.

China has doubled the number of its suppliers in the top 100 ranking from two so far (Weichai Power, 17th place and Yangfeng Automotive, 32nd place) to four. The casting specialist CITI Dicastal (74th place) and Ningbo Joyson Electronics (75th place) are new. 

Related articles:

Infineon intends to regain the lead in automotive chips

French-Japanese axis for e-powertrains launched

How Bosch drives the development of the connected and the electric car

Continental expects changes in business models


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