Automotive Aftermarket in China to 2011

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