Intelligence Set: The Chinese Automotive Components Industry PLUS 8 manufacturer profiles

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 %)