Post on 27-Sep-2019
OE Light Vehicle HVAC Module System/Component Demand Analysis
September 2012
Copyright © 2012 IHS Inc. All Rights Reserved. 9
Production Analysis
0
5,000,000
10,000,000
15,000,000
20,000,000
25,000,000
30,000,000
2011 2012 2013 2014 2015 2016 2017
Units
Years
LIGHT VEHICLE PRODUCTION BY REGION/COUNTRY: 2011 - 2017
Europe
North America
Brazil
Japan
South Korea
China
India
ASEAN
Critical Intelligence Planning Series
Copyright © 2012 IHS Inc. All Rights Reserved. 2
Disclaimer • © Copyright and Database Right IHS, Inc. ("IHS") 2012. IHS is the copyright holder for this document.
No part of this document may be copied, downloaded, stored in a retrieval system, further transmitted or otherwise reproduced, stored, disseminated, transferred, or used, in any form or by any means, without IHS's prior written agreement. Each reproduction of any part of this document must contain notice of IHS's copyright as follows: © Copyright 2012, IHS. Viewing and/or using the data contained in this copyrighted document shall constitute a contract between the viewer and/or user and IHS, Inc. that the viewer and/or user will not violate IHS’s above stated copyright policy. By viewing and/or using the data contained in this copyrighted document, the viewer and/or user warrants that he/she is authorized and has the full authority to bind any corporate entity that may benefit from said viewing and/or use to the above referenced copyright contract and a general subscription contract for the viewing and/or use of the document, including the payment of all subscription fees.
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Copyright © 2012 IHS Inc. All Rights Reserved. 3
Contents • Main trends of the HVAC Module market, from ORIGINAL research undertaken by IHS
Automotive component specialists. • Global light vehicle production analysis
• Global and regional HVAC analysis derived from vehicle model/platform intelligence.
• Regions: Europe, North America, Japan/South Korea, China and India
• Analysis by System type, HVAC Module, Zones, Control Panel, Blower Motor, Speed Control
• Supplier shares and technology trends are calculated on a volume basis
• OEM/supplier ‘System’ relationships- HVAC Module
• Total Market System Value-$- Global and by Region
• Value is calculated on a weighted basis for HVAC Modules, excluding controls.
Copyright © 2012 IHS Inc. All Rights Reserved. 4
Definitions • HVAC Module:
• HVAC Module, Control Panels*, Blower Motors, Speed Control
• Technology: • Control Type: Manual, Automatic** • Zones: 1,2,3,4 • Blower Motors: Conventional, Brushless • Speed Control: Resistor, Linear Control, PWM, None (brushless)
• Supplier:
• HVAC Module, Control Panel, Blower Motor
• Years: • 2011 to 2017
* * At least automatic temperature control
* Control Panel stand alone or integrated, excluding separate ECU
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Main Trends
Identifies the main trends in the following areas.. • Thermal: CO2 reduction • Thermal: Comfort & Convenience • Thermal: Propulsion/ECO Innovation:
Copyright © 2012 IHS Inc. All Rights Reserved. 7
Global: Analysis
Global* - Europe, North America, South America, Japan, South Korea, India, China, Thailand, Taiwan, Indonesia & Malaysia
0
20,000,000
40,000,000
60,000,000
80,000,000
100,000,000
120,000,000
2011 2012 2013 2014 2015 2016 2017
Uni
ts
Years
GLOBAL* LIGHT VEHICLE PRODUCTION: 2011 - 2017
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Global: Analysis
Global* - Europe, North America, South America, Japan, South Korea, India, China, Thailand, Taiwan, Indonesia & Malaysia
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2011 2012 2013 2014 2015 2016 2017
Years
GLOBAL* LIGHT VEHICLE A/C PENETRATION BY VEHICLE TYPE: 2011 - 2017
LCV
PC
TOTAL A/C
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Global: Analysis
Global* - Europe, North America, South America, Japan, South Korea, India, China, Thailand, Taiwan, Indonesia & Malaysia
0
10,000,000
20,000,000
30,000,000
40,000,000
50,000,000
60,000,000
70,000,000
80,000,000
90,000,000
100,000,000
2011 2012 2013 2014 2015 2016 2017
Uni
ts
Years
GLOBAL* LIGHT VEHICLE A/C USAGE BY VEHICLE TYPE: 2011 - 2017
LCV
PC
TOTAL A/C
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Global: Analysis
Global* - Europe, North America, South America, Japan, South Korea, India, China, Thailand, Taiwan, Indonesia & Malaysia
25%
15%
13%
13%
DELPHI 8%
5%
3%
3%
2%
2%
11%
GLOBAL* LIGHT VEHICLE A/C HVAC MODULE SUPPLIER STRUCTURE: 2011
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Global: Analysis
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2011 2012 2013 2014 2015 2016 2017
Years
GLOBAL* LIGHT VEHICLE A/C ZONES PENETRATION: 2011 - 2017
1
2
3
4
Global* - Europe, North America, Japan, South Korea, India & China
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Global: Analysis
0
5,000,000
10,000,000
15,000,000
20,000,000
25,000,000
30,000,000
35,000,000
40,000,000
45,000,000
50,000,000
2011 2012 2013 2014 2015 2016 2017
Uni
ts
Years
GLOBAL* LIGHT VEHICLE A/C ZONES USAGE: 2011 - 2017
1
2
3
4
Global* - Europe, North America, Japan, South Korea, India & China
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Global: Analysis
Global* - Europe, North America, Japan, South Korea & China
35%
1%
10%
54%
GLOBAL* LIGHT VEHICLE A/C BLOWER MOTOR FAN SPEED CONTROL TYPE: 2011
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Global: Analysis
Global* - Europe, North America, South America, Japan, South Korea, India, China, Thailand, Taiwan, Indonesia & Malaysia
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2011 2012 2013 2014 2015 2016 2017
Years
GLOBAL* LIGHT VEHICLE A/C CONTROLS TYPE PENETRATION: 2011 - 2017
AUTOMATIC
MANUAL
Automatic = At least automatic
temperature control
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Global: Analysis
Global* - Europe, North America, South America, Japan, South Korea, India, China, Thailand, Taiwan, Indonesia & Malaysia
0
5,000,000
10,000,000
15,000,000
20,000,000
25,000,000
30,000,000
35,000,000
40,000,000
45,000,000
50,000,000
2011 2012 2013 2014 2015 2016 2017
Uni
ts
Years
GLOBAL* LIGHT VEHICLE A/C CONTROLS TYPE USAGE: 2011 - 2017
AUTOMATIC
MANUAL
Automatic = At least automatic
temperature control
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Global: Analysis
Global* - Europe, North America, South America, Japan, South Korea, India, China, Thailand, Taiwan, Indonesia & Malaysia
13%
11%
10%
9%
DELPHI 6% 6% 5%
5%
4%
4%
4%
3%
20%
GLOBAL* LIGHT VEHICLE A/C CONTROL PANEL SUPPLIER STRUCTURE: 2011 Control Panel excludes ECU
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Global: Analysis
Global* - Europe, North America, South America, Japan, South Korea, India, China, Thailand, Taiwan, Indonesia & Malaysia
25%
23%
21%
7%
5%
3%
3%
13%
GLOBAL* LIGHT VEHICLE HVAC BLOWER MOTOR SUPPLIER STRUCTURE: 2011
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Global: Analysis
Global* - Europe, North America, Japan, South Korea & China
27%
20%
9%
9%
9%
5%
3%
18%
GLOBAL* LIGHT VEHICLE HVAC BLOWER MOTOR FAN SPEED CONTROLLER SUPPLIER STRUCTURE: 2011
Excludes resistor supplier
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Global: Analysis
HVAC Module** - HVAC Module, excluding HVAC Controls
Global* - Europe, North America, South America, Japan, South Korea, India, China, Thailand, Taiwan, Indonesia & Malaysia
9.3 9.5 9.6
10.3 10.2 10.5
0
2
4
6
8
10
12
2011 2012 2013 2014 2015 2016
Valu
e (U
S $
Billi
ons)
Years
GLOBAL* LIGHT VEHICLE TOTAL HVAC MODULE** MARKET VALUE (US $ Billions): 2011 - 2017
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Global: Analysis
ACH AIR INTERNATIONAL BEHR CALSONIC
KANSEI DELPHI DENSO DOOWON SANDEN VALEO VISTEON OTHER
Fiat X X X X
Ford X X X X X X X
General Motors X X X X X X X X X
Honda X X X
Hyundai X X X
PSA X X X X X X
Renault/Nissan X X X X X X X X
Suzuki X X X X X X
Toyota X X X X
Volkswagen X X X X X X X
Top 10 Sales Parents & HVAC Module Relationships: 2011
Global* - Europe, North America, South America, Japan, South Korea, India, China, Thailand, Taiwan, Indonesia & Malaysia
Further Information London David Smith-Tilley (Global Thermal Manager) Director Component Research & Analysis Tel: +44 (0)20 3159 3487 Mob: +44 (0)7891 172 751 david.smith-tilley@ihs.com
London Gaurav Anand Principal Analyst Europe Component Research & Analysis Tel: +44 (0)20 3159 3486 Mob: +44 (0)7854 806 489 gaurav.anand@ihs.com
Frankfurt Christian Mueller Manager Analyst Europe Component Research & Analysis Tel: +49 69 20973 328 Mob: +49 151 12116953 christian.mueller@ihs.com