SAMPLE: Door modules intelligence service. Generated: July 9, 2018

Transcription

1 SAMPLE: Door modules intelligence service Generated: July 9, 2018

2 Table of contents Table of contents Introduction... PESTER Analysis... Political... While the trend for doors is strongly towards modular and lightweight designs, we see a number of other trends emerging in the automotive door market today... Economic... There are two different architectures for an electric door system: centralised and decentralised.... While demand for door modules is increasing, the potential of the total market, however, should not be confined to side doors but sliding doors and rear liftgates... While more and more electronics are packed inside car doors, automakers are increasingly outsourcing their requirements for door modules.... Social... Although the minivan market is not increasing, the sliding door module market is growing.... Technological... Car doors are becoming slimmer to provide more cabin space. This trend has caused a substantial increase in demand for smaller and lighter power window motors.... Door manufacturers reports that one of the largest impacts electronics has had on door module design is in the manner in which they protect those electronics from the environment.... More and more electromechanically-performed car functions such as power windows, electric windows and door locks - are being transferred into the electronic module.... Environmental... Composite materials are being used extensively inside of doors, and have been for many years.... With an increased emphasis on improved emissions, mass reduction, and cost savings, composite materials offer OEMs the ability to meet their objectives.... Regulatory... Advances in material formulation of composite materials have offered increased structural integrity of plastic parts without sacrificing mass.... Companies... Aisin Seiki Co., Ltd... Brose Fahrzeugteile GmbH & Co.KG... Dura Automotive Systems, LLC... Faurecia SA... Grupo Antolin Irausa, S.A... Inteva Products, LLC... Kuester... Magna International Inc... Customers and contracts...

3 Table of contents Infrastructure... Others... Forecasts... Door module cassettes... Market shares... Global... Global manufacturer market shares of door modules fitted to passenger cars and light vehicles, , % of volume... Emerging markets... Europe... North America... Technologies... Door modules and frames... Other... BASF Utradur S4090 G4 LS... Brose's liftgate switch... Ford B-Max dispenses with traditional B-pillars... Ford's use of eco-materials... Inteva Products' SuperPlug... JCI supplies door panels for BMW 3 Series... Kiekert Alpha platform solution... Power liftgates... Skoda Twindoor variable boot opening... Archive... Brose's plastic door system... Ford's door edge protector... Ford's hands-free power liftgate... Latch innovations...

4 Introduction Introduction A door module is an assembly of components that operates the door s electronic and mechanical functionalities. It consists of a metal or plastic carrier substrate to which a variety of sub-assemblies can be mounted such as latches, window regulators, motors, speakers, wiring harnesses and switches which will then be assembled into the front and rear doors for vehicles. Car doors are becoming slimmer to provide more cabin space. This trend has caused a substantial increase in demand for smaller and lighter power window motors. In fact, space limitations inside the door make narrow drive units imperative. As new cars are increasingly fitted with remote control, automatic operation and other value-added power window functions, more cars require anti-pinch protection systems. This means that there is a growing trend for smart motors with built-in circuit controls. Ford B-Max About this service This service on door modules includes market trends, shares and forecasts as well as a technical round-up of various door related technologies and brief company profiles. Our manufacturer market share estimates for door modules cover global, North America and Europe. Our forecasts cover door module cassettes... 1

5 PESTER Analysis PESTER Analysis Political While the trend for doors is strongly towards modular and lightweight designs, we see a number of other trends emerging in the automotive door market today. Firstly, plastic door module products will certainly become more prevalent in the drive for weight saving. There is also a growing requirement to address global markets with modular solutions even at... Economic There are two different architectures for an electric door system: centralised and decentralised. A centralised system normally has one centre module that controls and drives every load in all doors. Meanwhile, the decentralised system has multiple ECUs for different door functions. Yet the trend... Social Although the minivan market is not increasing, the sliding door module market is growing. With a higher level of complexity on a sliding door compared to a conventional hinge door with front and rear latching systems, the power sliding door system and now with window systems &ndas... Technological Car doors are becoming slimmer to provide more cabin space. This trend has caused a substantial increase in demand for smaller and lighter power window motors. In fact, space limitations inside the door make narrow drive units imperative. As new cars are increasingly fitted with remote control, automatic operation and other value-added power window function...

6 PESTER Analysis Environmental Composite materials are being used extensively inside of doors, and have been for many years. For example, in the mid-1990s Inteva introduced a groundbreaking development and implementation of the SuperPlug, a plastic door module that eliminated X components from within the door. Composite ma... Regulatory Advances in material formulation of composite materials have offered increased structural integrity of plastic parts without sacrificing mass. Design standards have been developed to the point where ribs and fillets can be strategically placed to increase strength performance. Plastic can also be easily moulded around structural compo...

7 Companies Companies

8 Forecasts Forecasts This section sets out our estimates and forecasts of door module cassettes fitted to newly-assembled passenger cars and light vehicles across X of the world s largest light vehicle markets - which collectively account for more than X per cent of world light vehicle production. Our forecasts range is from 2013 through to 2023 with spot forecasts for 2028 and Each forecast group sets out first the market fitment/penetration percentage rates followed by market volumes ( 000s). Our forecasts are not extrapolative but dependent on the underlying drivers of supply and demand. Each forecast is based on vehicle data prepared by our partner, LMC Automotive. The vehicle data (passenger cars and light commercial vehicles) includes:...

9 Market shares Market shares Global Brose s dominance of the door module market is reflected in the global market where it controlled a X percent share in 2017, followed by Inteva Products and Magna. Magna Closures designs, engineers and manufactures a complete range of vehicle closure modules, including door modules. Despite a relatively short history as Inteva Products LLC, the company has roots in the automotive supply industry reaching back many decades and the company has continued to expand both organically and through the major acquisition of the then ArvinMeritor s body systems business in January 2011.This acquisition of ArvinMeritor s body systems business enabled Inteva to strengthen its position as a global supplier of door systems and latching systems while expanding its product expertise to include roof systems, motors and electronics. The company claims to have an advantage by having more product lines and more products than competitors, enabling it to provide more options for customers and more packaged solutions. In March 2015, Inteva Products acquired majority ownership in Korean Door Systems (KDS), its joint venture with SL Corp. KDS manufactures closure systems and other products supporting Hyundai Motor, GM Korea and Volkswagen AG. It was founded in 1995 by Inteva s predecessor, Delphi Automotive Corp. In November 2016, Inteva Products officially opened a manufacturing facility in Zhenjiang, China. This facility employs X people to manufacture closure systems, motors and electronics for automakers. Since it was founded in 2008, Inteva has tripled its global footprint with new facilities in all regions of the world. In addition to Zhenjiang, new facilities have been built in Rychnov, Czech Republic; Oradea, Romania; Guanajuato, Mexico and Bangalore, India. Inteva has also expanded its existing facilities in (Oshawa) Ontario, Canada and (Vandalia) Ohio, USA. Global manufacturer market shares of door modules fitted to passenger cars and light vehicles, , % of volume Company Latest year-on-year % change Brose X X X X X X X X X% Inteva X X X X X X X X -X% Magna X X X X X X X X X% Others X X X X X X X X X% Total X X X X X X X X Source: just-auto...

10 Technologies Technologies The Brose door system divides the vehicle door into a wet and dry area. The dry side of the door houses the electric and electronic components, while the mechanical components are installed in the wet side, thus eliminating the need for all further steps to seal the inner door panel. The design principle developed by Brose is now recognised as a technical standard worldwide. Brose currently offers a number of modular side doors and litigates, including: Door system with frame this combines the main components of the vehicle door on one carrier module: window regulator, glass, latch, cable harness, electronic control unit, loudspeaker and seals; Steel functional carriers door system with functional carriers made of steel can be used in different car models. They play a major role in enhancing the strength of the door and subsequently, crash safety. By reducing the thickness of the panel, Brose estimates weight savings of almost X% can be achieved; Plastic functional carrier a door system with a fibreglass-reinforced plastic functional carrier integrates window regulator rails, loudspeaker frame, inner handle, fixing elements for cables and other components onto the module carrier. Brose points out that, compared to steel carrier modules, weight savings of 3kg can be achieved. Despite its lightweight design, Brose says this door system meets the safety requirements stipulated in the side door crash test; Modular liftgate this includes the frame, glass and functional components. It can be optionally supplied with inner trim and painted body shell. In 1963, Brose began mass-production of electric window regulators for the European market. The BMW 3200 CS coupé was the first vehicle to be equipped with this product. Since then, a number of innovations have been added to power windows including anti-pinch and one-touch operation. In a paper presented at an IQPC conference on door systems, Brose compared the weight of a door carrier made using steel, aluminium and plastic. The following shows the weight of each part in 2011 (and 2008 for further comparison)...

11 Archive Archive This section of the intelligence service contains archived pages of significant interest, but which no longer require updating.

12 Sample forecast table Sample forecast table Market fitment/penetration rates of door module cassettes fitted to newly-assembled passenger cars and light vehicles, , (%) Market North America X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Mercosur X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Western Europe X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Central Europe X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Russia X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Japan X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% China X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% India X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Korea X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Thailand X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Other Asia X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Iran X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% South Africa X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Australia X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Total X markets X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% X.X% Source: just-auto, LMC Automotive and industry sources