INDUSTRIALL GLOBAL UNION FCA-CNH NETWORK MEETING 11-12 June 2015 ILO, Turin, Italy

2

World Production Cars

9,8 9,5 8,1 7,7 7,3

6 4,6 4,3

3 2,6

World Production Cars by Brands Production modiale (millions)

3

Market share Europe

0

500

1000

1500

2000

2500

3000

3500

+ 7.3

+ 3.7

+ 2.4 + 5.3

+ 3.2 + 2.7 + 3.8 + 2.6

+ 13.7

+ 7.5

+ 12.0

4

Car Production by Countries (World)

0 2000000 4000000 6000000 8000000

10000000 12000000 14000000 16000000 18000000 20000000

2013 2014

+ 4.9 %

- 14.1 %

+ 4.6 %

- 15.2 %

+ 10.9 %

+ 3.7 %

+ 28.9 %

+ 1.7 %

+ 0.1 %

+ 24.8 %

5

Car Production by Countries (Europe)

0

1000000

2000000

3000000

4000000

5000000

6000000

2013 2014

+ 8.9 % + 1.4 % + 1.9 %

+ 8.8 % + 1.4 %

+ 2.8 % + 38.2 % + 4.2 % + 1.9 %

+ 3.3 %

Sales Cars Europe Stückzahlen in Tausend

Quelle: ACEA

6

500 600 700 800 900

1000 1100 1200 1300 1400 1500 1600 1700

Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez

2012 2013 2014 2015

I. Quartal 2015: 3.638 (plus 8,5%)

Sales Cars Europe nach Märkten - Stückzahlen in Tausend

7

758

735

477

428

267

147

110

92

75

76

Deutschland

UK

Frankreich

Italien

Spanien

Belgien

Niederlande

Polen

Österreich

Schweden + 11,7 %

- 7,5 %

- 6,1 %

+2,9 %

- 1,0 %

+ 32,2 %

+ 13,5 %

+ 6,9 %

+ 6,8 %

+ 6,4 %

Quelle: ACEA

8

Car Sales Europe

Quelle ACEA + / -Anteil Absolut in Prozent Anteil Absolut

Markt 3.638 8,5% 3.354VW Group 24,4% 887 9,4% 24,2% 811 VOLKSWAGEN 12,0% 436 10,9% 11,7% 394

AUDI 5,3% 192 3,9% 5,5% 185

SKODA 4,2% 152 5,8% 4,3% 143

SEAT 2,5% 90 15,8% 2,3% 77

PSA Group 10,6% 386 3,5% 11,1% 373RENAULT Group 9,3% 340 10,2% 9,2% 309FORD 7,4% 269 7,4% 7,5% 250OPEL/VAUXHALL 6,7% 243 7,3% 6,7% 226BMW Group 6,2% 227 11,6% 6,1% 204HYUNDAI/KIA 5,9% 216 8,8% 5,9% 199FCA Group 6,3% 228 11,6% 6,1% 204DAIMLER 5,6% 203 16,8% 5,2% 174TOYOTA Group 4,6% 166 10,1% 4,5% 151NISSAN 4,5% 164 25,7% 3,9% 131

I. Quartal 2015 I. Quartal 2014

Car Estimation 2015 Stückzahlen in Millionen Europe

9

13,5 13,4 13,5

11,3

11,9 12

12,8

13,4

14,4

15,1 14,7 14,8

14,4 14,2

14,5 14,5 14,8 14,8

13,6 13,7

13 12,8

11,8 11,5

12,1

12,7

1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015e

Quelle: ACEA

Car Market Estimation Stückzahl in Millionen

10

2,92 3,17 3,08 2,95 3,03 3,18

2010 2011 2012 2013 2014 2015E

2,03 1,94 2,05 2,27 2,48 2,60

2010 2011 2012 2013 2014 2015E

2,25 2,20 1,90 1,79 1,80 1,87

2010 2011 2012 2013 2014 2015E

1,96 1,75

1,40 1,30 1,36 1,43

2010 2011 2012 2013 2014 2015E

Deutschland Großbritannien

Frankreich Italien

+ 5 %

+ 4 %

+ 5 %

Quelle: ACEA, eigene Schätzung

+ 5 %

Car Sales World in Millionen Stück

11

4,98

3,94

3,64

1,34

0,65

0,71

0,38

China

USA

Europa

Japan

Brasilien

Indien

Russland - 36,3

+ 4,5

- 16,2

- 15,5

+ 8,5

+ 5,6

+ 11,3

+ / - % Vorjahr

Quelle: VDA

Car Market Estimation Stückzahl in Millionen

12

11,3 12,2 13,2 16,3

18,4 20,0

2010 2011 2012 2013 2014 2015E

11,6 12,7 14,4 15,5 16,4 17,1

2010 2011 2012 2013 2014 2015E

4,2 3,5

4,6 4,6 4,7 4,7

2010 2011 2012 2013 2014 2015E

4,2 4,2 4,5 4,4 4,1 3,7

2010 2011 2012 2013 2014 2015E

China USA

Japan Lateinamerika

- 10 % +/- 0 %

+ 4 %

Quelle: ACEA, eigene Schätzung

+ 9 %

13

Europa 27%

Russland

4%

Nord-amerika

32%

Süd-amerika

6%

Asien Pazifik

25%

Rest 6%

Weltabsatz 2007: 59 Mio. Einheiten

Europa 18%

Russland 3%

Nord-amerika

26%

Süd-amerika

5%

Asien Pazifik

42%

Rest 6%

Weltabsatz 2015: 75,2 Mio. Einheiten

Car World Market

Sales Alternative Cars Stückzahl in Tausend

14

123

158

I Q 2014 I Q 2015

17,6

33,8

I Q 2014 I Q 2015

50,6 61

I Q 2014 I Q 2015

54,3 63,3

I Q 2014 I Q 2015

Total Markett Europe

Elektroautos (mit externer Lademöglichkeit)

Hybride Elektroautos (ohne externe Lademöglichkeit)

Gasfahrzeuge

+ 29,1 %

+ 23,8 % + 20,6 %

+ 92,1 %

Quelle: ACEA

15

Truck Production by Countries (World)

0

1000000

2000000

3000000

4000000

5000000

6000000

7000000

2013 2014

+ 9.6%

- 32.7 %

+ 7.9 %

- 11.6 %

- 2.0 %

- 18.1 % + 3.4 %

- 1.4 %

- 15.9 %

+ 18.8 % - 10.3%

Sales Trucks Europa Stückzahl in Tausend

16

1.825 2.011

1.770 1.790 1.920

520

2010 2011 2012 2013 2014 I Q 2015

1.536 1.653 1.440 1.440 1.594

435

2010 2011 2012 2013 2014 I Q 2015

180,0 242,9 221,1 238,7 225,4

62,1

2010 2011 2012 2013 2014 I Q 2015

37,4 33,6 33,9 35 35,3

9,2

2010 2011 2012 2013 2014 I Q 2015

Gesamtmarkt LKW bis 3,5 t

LKW ab 16t t Busse

+ 13,2 %

+ 23,8 % + 14,9 %

+ 13,5 %

Quelle: ACEA

17

Taux moyen de possession d’une voiture pour 1000 habitants

Platform Strategy

Technologie Hybrid Air technology PSA

GM Bolt Complete Shake-up of the EV market?

21

Electric Cars Global

Self-driving Cars

23

Roadmap for self-driving cars

•  2016: proliferation of driver assistance technology

•  2020: self-driving on highways: accelerating, breaking and changing lanes

•  2025: computer-controlled driving (with the driver able to take control and override autonomous functions)

•  ?: fully driverless cars

24 Take action with IndustriALL Global Union

•  Organizing and building stronger unions

•  Trade union rights – right to join a union, collective agreement

•  Sustainable manufacturing industry as engine of national economies

•  Economic and social model that puts people first

IndustriALL’s Action Plan: key points

25 Take action with IndustriALL Global Union

•  Company networks as a tool for organizing plants and strengthen unions

•  Automotive Working Group as a Global Automotive Network

•  Specific Countries with difficult union situation

3 Fields of Operation

26 Title

Companies Date Special participants

Special issues

Organizing

BMW 08-10 April Landshut, Germany

Extension of the EWC

Volvo 14-16 April Gothenburg, Sweden

GM 27-29 April Detroit, USA

Continuing of the GSIF agreement

Thailand, Russia

Ford 13-15 May Detroit, USA

Continuing of the GSIF agreement

Daimler 20-21 May Stuttgart, Germany

India, China, Argentina, Indonesia

Extension of the WEC agreement

India, Chennai Tuscaloosa, US

Fiat/Chrysler 10-11 June Torino

PSA 16-17 June Paris, France

Company strategy

Bridgestone 22-25 June SA

Health and Safety

Renault July Paris, France

New Global Agreement

Pirelli 17-18 September Milano

New Start

Volkswagen 05-09 October Wolfsburg, Germany

China Chattanooga, US

IndustriALL

INDEX !  1 Extension of the EWC to a Global Meeting by

inviting participants from outside Europe !  2 India: Support union building

3 USA: Support UAW in organizing Spartanbourg

4 Mexico: Build democratic union

!  5 Thailand and Indonesia: Contact local Unions

!  6 China: exchange of views and increase of cooperation

7 Brazil

8 New EWC/Global agreement

BMW GLOBAL

28 Title

IndustriALL activities 2015 Mexico: July 7 – 8

Developing democratic union movement in Mexico - The CBA must be ratified by the majority of workers who are covered by the agreement - CBA must be distributed to the workers and publicly posted (visible)in the workplaces - CBA’s which provide the same benefits and wages as the Labour Law are considered to be null - Democratic and transparent union elections

Toronto: October 13 – 15 Automotive Working Group Supporting Organizing, strengthen unions

Russia: November 10 developing Social Dialogue

China: November 24 – 26 Exchange of information and developing cooperation with Chinese colleagues.

-

29 Title

(GFA) Company

Accused company

Case Solved / Not solved

Mahle Mahle, Turkey Dismissals because of unionisation

Workers have been reinstaled + union has CBA

Bosch Bosch, Malaysia Obstruction of unionisation

Enabling of unionisation + union has CBA

BMW BMW, US Outsourcing and ending of work contracts

Prevention of outsourcing

Volkswagen GM / Opel

Standard profile, Turkey

Dismissals because of unionisation

Meeting – Petrol-Is, Volkswagen, Opel

Daimler Renault

Arobus, Turkey Dismissals because of unionisation

Letters to Arobus

Fiat Cofle TK, Turkey

Dismissals because of unionisation

GFA REPORT

30 Title

THANK YOU