IHS Automotive. The European Automotive Supplier Report. SupplierBusiness. Regional Report edition supplierbusiness.com

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1 IHS Automotive Regional Report SupplierBusiness The European Automotive Supplier Report 2014 edition supplierbusiness.com

2 Contents Chapter 1: Economics of the automotive industry in Europe... 9 Europe s macroeconomic overview... 9 Note... 9 Economic Review Economic Outlook European light vehicle sales review and outlook Current Status Rising stars and meteors Volume carmakers pricing wars Market launch strategy of volume carmakers Other regions help Outlook and segmentation shifts Potential headwinds Replacement demand European Light vehicle production review and outlook Boom-bust cycles and overcapacity...17 Structural changes FTAs: good or bad for Europe? Bright spots in Western Europe Europe at the forefront of global modular platform trend Chapter 2: OEMs activity and supplier management Overview of European OEMs activity and supply base management Similar issues, similar outcomes OEMs looking east Chapter 3: OEM Overview Volkswagen Renault-Nissan PSA Peugeot Citroën Ford Daimler BMW General Motors Chrysler Fiat Hyundai-Kia AvtoVAZ Other OEMs Chapter 4: Recent developments and outlook for the European supply base Limited action on overcapacity German supply base French supply base IHS Automotive SupplierBusiness COPYRIGHT NOTICE AND LEGAL DISCLAIMER 2014 IHS. No portion of this report may be reproduced, reused, or otherwise distributed in any form without prior written consent, with the exception of any internal client distribution as may be permitted in the license agreement between client and IHS. Content reproduced or redistributed with IHS permission must display IHS legal notices and attributions of authorship. The information contained herein is from sources considered reliable but its accuracy and completeness are not warranted, nor are the opinions and analyses which are based upon it, and to the extent permitted by law, IHS shall not be liable for any errors or omissions or any loss, damage or expense incurred by reliance on information or any statement contained herein. For more information, please contact IHS at customercare@ihs.com, IHS CARE (from North American locations), or +44 (0) (from outside North America). All products, company names or other marks appearing in this publication are the trademarks and property of IHS or their respective owners edition IHS

3 UK supply base Spanish & Italian supply bases New patterns in the shift to east R&D being cautiously relocated Top-25 suppliers Chapter 5: Financial review of European suppliers and M&A activity M&A Activity Chapter 6: Supplier profiles Aisin Seiki Alcoa Alfa Alfmeier Allgaier Alps Electric Amtek Auto A Raymond ArcellorMittal Asahi Glass Autoliv Manufacturing Plants R&D Addresses Map BASF Bayer Behr Bekaert Benteler Manufacturing Plants R&D Addresses Map Bharat Forge Borbet Borealis Borgers BorgWarner Manufacturing Plants Map Bosal Bosch Manufacturing Plants R&D Addresses Map Boysen Brembo Brose Calsonic Kansei Manufacturing Plasnts R&D Addresses Map Carcoustics CIE Automotive Continental edition IHS

4 Manufacturing Plasnts R&D Addresses Map Cooper Standard CRH Cummins Dana Manufacturing Plants Map Delphi R&D Addresses Dow Chemical Draxlmaier DuPont Dura Automotive Eaton Eberspächer Edscha Eisenwerk Bruhl ElringKlinger Emitec Evonik Exide Technologies Faurecia Manufacturing Plants R&D Addresses Map Federal-Mogul Fiamm Ficosa Flextronics Freescale Semiconductor Freudenberg Fritz Winter FS Fehrer Futuba Gentex Georg Fischer Gestamp Corporation Getrag GKN Manufacturing Plants R&D Addresses Map Goodyear Grammar Grupo Antolin GS Yuasa Guardian Manufacturing Plants Map Haldex Hankook Tire Harman edition IHS

5 HBPO Hella Manufacturing Plants R&D Addresses Map Henkel Henniges Automotive Hirschmann Hirschvogel Hitachi HOERBIGER Honeywell HP Pelzer Hutchinson Hydro Aluminium IAC Manufacturing Plants R&D Addresses Map Ibiden IEE Inalfa Inergy Infinenon Isringhausen Europe Johnson Controls Johnson Electric JTEKT Manufacturing Plants R&D Addresses Map Keihin Kiekert Knorr-Bremse Manufacturing Plants R&D Addresses Map Koito Kongsberg Automotive Kostal Kroschu Kumho Tires KYB Lear Manufacturing Plants R&D Addresses Map Lé Belier Leoni Linamar Magna Magneti Marelli Manufacturing Plants Map edition IHS

6 MAHLE Manufacturing Plasnts R&D Addresses Map MANN + HUMMEL Maxwell Technologies Mecaplast Meritor Metaldyne Miba Michelin Micronas Mitsuba Mitsubishi Electric Molex Mondragon Montupet Mubea NGK Spark Plug NHK Spring Novem NSK NTN NXP Osram Otto Fuchs Panasonic Parker Hanifin Philips Pioneer Pirelli PKC Plastal Plastic Omnium Polytec Preh GmbH Prodrive Promens Recital Rehau Remy International SABIC Innovative Plastics Saint-Gobain Samvardhan Motherson Group Samvardhan Motherson Peguform Sanden Schaeffler Scherdel Sifcor SKF Sogefi Stadco Stanleyt Electric Stoneridge edition IHS

7 Sumitomo Electric Takata Tata Steel Teksid Tenneco Textron ThyssenKrupp TI Automotive Timken TMD Friction Manufacturing Plants Map Tomkins Torotrak Tower International Toyoda Gosei Trelleborg TRW Automotive TT Electronics Unipart Valeo Visteon voestalpine WABCO Manufacturing Plants R&D Plants Map Webasto Manufacturing Plants Map Woco Woodbridge Yazaki Yokohama Rubber Zanini ZF R&D Addresses Figures Figure 1: Real GDP Percentage change year on year Figure 2: Change in the number of unemployed persons (compared to previous month, in,000s), seasonally adjusted Figure 3: Regional sales by country Figure 4: European Regional sales by market Figure 5: Light vehicle production in Europe Figure 6: Source region of EU27 car parts imports Figure 7: Major extra-eu trading partners for car parts for European Union members Figure 8: German Parts & accessories of motor vehicles exports based on ITC calculations edition IHS

8 Tables Table 1: Imports of car parts in billion Euros and % CAGR Table 2: Major extra-eu trading partners for car parts for European Union members Table 3: Volkswagen European produciton Table 4: Renault Nissan European production Table 5: Peugeot Citroën European Production Table 6: Ford European production Table 7: Daimler European production Table 8: BMW European production Table 9: General Motors European production Table 10: Chrysler Fiat European Production Table 11: Hyundai-Kia European production Table 12: List of selected supplier investments in central and eastern Europe Table 13: Top 25 European Automotive suppliers by 2012 automotive sales Table 14: Pre-tax margin for selected European-headquartered suppliers in 2012 and 2011 (by supplier size) Table 15: Pre-tax margin for selected European-headquartered suppliers in 2012 (by country) Table 16: Key M&A Activity involving North American suppliers in 2012 and edition IHS