Abstract
The recession of global automotive industry contrasts with the prosperity of
China automotive industry. In Jan.-Apr.2009, China' s auto output was 3.725
million sets, by an increase of 6.4%; sales volume 3,832,000, up 9.4%;
sale/output ratio was up 2.55 points to 102.6%. As for models, the output and
sale of passenger cars were 2,692,900 and 2,826,700 respectively, up 9.75% and
15.09% year-on-year, and the sale/output ratio increased 4.87 points to
104.97%. The output and sale of commercial vehicles were 1,031,900 and
1,005,200, down 1.46% and 3.86%, and the sale/output ratio dropped 2.43 points
to 97.41%.
National economic stimulation policies continued to exert effects in April.
Like March, the output and sale of automobiles in April set new records again,
and the cumulative growth margin further expanded. The auto models that
accounted for 52% of total sale and benefited from the favorable tax policy
maintained stable growth rate in production and sale. The medium and high-end
sedans began to revive. The output and sale of commercial vehicles did not
fall sharply as before. The overall auto industry recovers. In fact, the
automotive market in Mainland China has just begun to emerge, so the
continuous high growth in this industry will be sustainable.
Automotive audio industry has already been a very mature industry. German,
South Korean and Japanese automakers have their own specific parts and
components providers with the cooperative relations of 30 years or 50 years,
so it is very difficult for other suppliers to enter the industry. American
automobile manufacturers emphasize cost, leaving potential opportunities for
Chinese enterprises. The three major German automotive audio manufacturers ---
Becker, Blaupunkt and Continental (Siemens VDO) almost monopolize the German
market. Toshiba, Fujitsu Ten, Alpine, Pioneer, Clarion, JVC Kenwood monopolize
the Japanese market. Hyundai Mobis and Hyundai Autonet are about to merge, and
both of them monopolize the South Korean market. American market is
monopolized by the giants -- Visteon and Delphi.
Automotive Infotainment System is the combination of automotive information
system and entertainment system. Automotive information system mainly refers
to navigation system, Telematics system and communication system. In 2008, the
market valued approximately US$18.7 billion and after-market US$ 6.5 billion.
Becker, Blaupunkt and Continental (Siemens VDO) almost monopolize the German
market. In Japan, Toyota cooperates with AisinAW and Denso; Honda gets supply
from Denso, Pioneer and Alpine; Nissan depends on Clarion, Alpine and
Panasonic. American automakers have more suppliers than any others, including
Becker, Blaupunkt, Continental (Siemens VDO), Denso, Alpine, Panasonic, Aisin
Seiki, Clarion. Ford also has a lot of suppliers. Hyundai gets supply from
Hyundai Autonet. PSA and Fiat mainly cooperate with Blaupunkt and
Magneti-Marelli.
By types, Chinese auto audio and infotainment manufacturers can be divided
into joint ventures, wholly foreign-owned enterprises and local enterprises.
By product, manufacturers can be divided into head-unit enterprises,
navigation enterprises and electro-acoustic enterprises. By value, sole
proprietorship enterprises account for about 50%, joint ventures 40%, local
enterprises 10%. Of total output value, head-unit enterprises occupy 65%;
navigation enterprises 10%; and electro-acoustic enterprises 25%. Local
enterprises focus on electro-acoustic field.
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