THE GLOBAL AUTOMOTIVE EQUIPMENT INDUSTRY

MARKET ANALYSIS IN THE LIGHT

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the global automotive equipment industry and its prospects.

COMPANIES' BUSINESS STRATEGIES

Decarbonisation of automobile transport, electrification, the hydrogen propulsion market, positioning in the battery market, supply of recycled and biosourced materials, improving competitiveness, the semiconductor market, innovation : the report details the growth levers prioritised by the world leaders in the automotive equipment industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

1. EXECUTIVE SUMMARY

SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies..

2. MARKET FUNDAMENTALS

SCOPE OF THE REPORT

OVERVIEW

BUSINESS FUNDAMENTALS

3. THE MARKET AND LEADERS' ACTIVITY

THE INDUSTRY ENVIRONMENT

• Overview

• Political factors

• Economic factors

• Legal and environmental factors

• Social and technological factors

THE GLOBAL AUTOMOTIVE EQUIPMENT MARKET

• Supply

• Demand

• International trade

ACTIVITY AND LEADER'S PERFORMANCES

• Revenue

• Operating income ratio

• The geographical presence of market leaders

• Activity and individualised performance

4. COMPETITION AND LEADERS' STRATEGIES

COMPETITIVE ENVIRONMENT

• Porter's 5 forces (Overview)

• Competitive intensity

• Intra-industry competition

• Customers' bargaining power

• Threat of new entrants

• Government's influence

• Threat of substitutes

LEADERS' STRATEGIES

• Overview

• Helping to decarbonise automobile transport

• Automotive electrification

• The industrial consequences of electrification

• Seising the opportunities offered by the rise of automotive electrification

• Entering the hydrogen propulsion market

• Increasing supplies of recycled and biobased materials

• Expanding services

• Improving competitiveness : accelerating time-to-market

• Improving competitiveness : moving into industry 4.0.

• Improving competitiveness :restructuring your business

• Improving competitiveness :increasing added value

• Positioning in the semiconductor market

• Innovating to support growth

5. SOURCES

6. ANNEXES

7. FORCES AT WORK

• Ranking of the 10 world leaders in the global automotive equipment industry

• Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

• SWOT analysis of the 10 leaders

8. LEADERS' PROFILES

• Aisin

• Bosch

• Continental

• Denso

• Forvia

• Hyundai Mobis

• Lear

• Magna International

• Valeo

• ZF Friedrichshafen

Aisin

Bosch

Continental

Denso

Forvia

Hyundai Mobis

Lear

Magna International

Valeo

ZF Friedrichshafen