The automotive components
industry
1
Paul.Schockmel@iee.lu
Automotive sales turnover and earnings
Used car
1% Used car
100%
32%
80% 58% Spare parts
8% Spare parts
60% 11%
40% Financial services
49% 36% Financial services
20% New cars
5% New cars
0%
2
Paul.Schockmel@iee.lu
Growth of automotive supply industry
2015 scenario
Growth of the global Increase of Value creation by
automotive market passenger car value automotive suppliers
Growth driver: Growth driver: Growth driver:
emerging electronics outsourcing
markets
10-20% 30-40% 15%
Source: Mercer Management Consultant
3
Paul.Schockmel@iee.lu
Global motor vehicle market
+2,2% p.a.
76,2
Total 57,2
24,4
Emerging markets 14,4
Triad market 51,8
42,8
2002 2015
Year
Source: Mercer Management Consultant
4
Paul.Schockmel@iee.lu
Increase of car value
Average passenger car price (Euro)
22100 25600
20000
17800
15300
9 500 €
1983 1990 1995 2000 2003 2008
Year
5
Paul.Schockmel@iee.lu
Value creation by automotive suppliers
(R&D and production)
+2,6% p.a.
903
Total 645
203
OEMs 228
700
Suppliers
417 (77%)
(65%)
2002 2015
in billion € Source: Mercer Management Consultant
6
Paul.Schockmel@iee.lu
Main modules: share of OEM / supplier
Value creation shift from OEMs to suppliers
2002 (billion EUR) Increase p.a.
C h a s s is
7 8 1,2%
2 4
3 4
P o w e r t r a in 2 0
5,9%
5 7
E n g in e / a u x ilia r y
5 7
3,3%
s y s te m s
€ billions
2
B o d y - s tr u c r u r e 4 8
19,5%
3 2
B o d y - e x t e r io r 3 8 3,7%
1 0 7
In t e r i o r 2 1 0,5%
1 0 7
E le c t r ic a l/ E le c t r o n ic s
2 0
7,2%
0 2 0 4 0 6 0 8 0 1 0 0 1 2 0
7
Paul.Schockmel@iee.lu
Value added Electric / Electronics
(billion €, worldwide)
316
350
300
250
127 264 Suppliers
200
150
100 107
OEMs
50 52
20
0
8
Paul.Schockmel@iee.lu
Value creation (R&D and production)
2002 2015
ROW
6% 7%
3% South America
1% 4% India
4% 1%
2% 4% South Korea
5% China
18% Japan
14%
NAFTA
35% 30%
Europe
32% 35%
9
Paul.Schockmel@iee.lu
Automotive sector in Europe
Allem agne 772
France 296
Grande- 256
Italie 187
Espagne 154
Suede 68
Belgique 53
Portugal 29
Autriche 28
Pays-Bas 20
Luxem bourg 9
Denm ark 7
Finlande 7
Irlande 4
0 200 400 600 800
People employed (thousands)
10
Paul.Schockmel@iee.lu
Automotive sector in Luxembourg
11
Paul.Schockmel@iee.lu
Automotive R&D in Europe
Global R&D expenses:
OEMs: 54 billion Euros in 2000
Suppliers: 63,8 billion Euros in 2000
38% of total automotive R&D expenses operated in Europe
Automotive R&D expenditures account for 19% of total European
manufacturing R&D costs
90% of innovations in electronics and software
12
Paul.Schockmel@iee.lu
Luxembourg in the middle of the vehicle
manufacturer community
22 light vehicle
production plants
within a 300 km radius
51 light vehicle
production plants
within a 600 km radius
13
Paul.Schockmel@iee.lu
Component industry in Luxembourg
More than 1,5 billion € sales turnover in 2002
Equal to 0,4 % of EU sales turnover in the automotive
components industry
Highest per capita automotive components turnover in EU
Approx. 10.000 employees
Exporting to 5 continents
Major export countries are:
Germany, France, Italy, UK, Japan, Spain, USA
Major Japanese customers:
14
Paul.Schockmel@iee.lu
Automotive components made in Luxembourg
Laminated Occupant sensors
windshields Tempered backlites
Fuel venting systems
Cooling
Battery boxes compartments
and boxes
Temperature sensors Tyre
Thermostats reinforcement
Heating fabric
Level sensors
Fiber covering
Carpets and
insulation
Certification
Type approval
Sound proofing
products
Test equipment Valves (LPG&CNG) Tyres
Security valves
Instrumentations
Axes for wipers
SNCH
Homologations Paul.Schockmel@iee.lu
15
Automotive product areas
Metal industry
• Arcelor S.A.
• Ewald Giebel Luxembourg S.à r.l.
• Galvalange S.à r.l.
• Hydro Aluminium Clervaux S.A.
• Pechiney Eurofoil Luxembourg S.A.
Tyre Industry
• Goodyear S.A.
• Trefilarbed Bettembourg S.A.
• Textilcord Steinfort S.A.
Glass
• Guardian S.A
16
Paul.Schockmel@iee.lu
Automotive product areas
Fuel supply and exhaust components
• Cerametal S. à r.l.
• Delphi S.A.
• Raval Europe S.A.
• Rotarex S.A
Starting and ignition
• Accumalux S.A.
• Amer-Sil S.A.
• Delphi S.A.
17
Paul.Schockmel@iee.lu
Automotive product areas
Interior and exterior trim components
• Airtech Europe S.A.
• Eurocomposites
• Faurecia – SIA
Automotive Silux S.A.
• Tarkett Sommer
Luxembourg S.A.
• Technofibres S.A.
Thermal components
• Elth S.A.
• Delphi S.A.
• Dometic S.à r.l.
18
Paul.Schockmel@iee.lu
Automotive product areas
Sensors
• Delphi S.A.
• Elth S.A.
• IEE S.A.
Equipment
• GE Fanuc S.A.
• Hitec S.A.
• Husky
• CTI
Type approval and certification
• Luxcontrol S.A.
• SNCH S.à r.l.
• TÜV Rheinland S.A.
19
Paul.Schockmel@iee.lu
Automotive R&D in Luxembourg
Two public technical research centres
Public University in foundation phase
2.200 employees in R&D
Most important automotive R&D companies
are:
• Goodyear
• Delphi
• IEE
• ELTH
• Guardian Automotive
20
Paul.Schockmel@iee.lu
