OE Light Vehicle HVAC Module System/Component Demand … · 2014. 5. 15. · • Main trends of the HVAC Module market, from ORIGINAL research undertaken by IHS Automotive component

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


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.

• Disclaimer of liability: All information included in this report has been cross-verified to the greatest extent possible. Although every attempt has been made to ensure the accuracy of the information included in this report, IHS claims no responsibility for any loss or damage resulting from any publication, error, or omission in this report.


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.


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


Global Analysis


Main Trends

Identifies the main trends in the following areas.. • Thermal: CO2 reduction • Thermal: Comfort & Convenience • Thermal: Propulsion/ECO Innovation:


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


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 PENETRATION BY VEHICLE TYPE: 2011 - 2017

LCV

PC

TOTAL A/C


Global: Analysis


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


Global: Analysis


25%

15%

13%

13%

DELPHI 8%

5%

3%

3%

2%

2%

11%

GLOBAL* LIGHT VEHICLE A/C HVAC MODULE SUPPLIER STRUCTURE: 2011


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


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


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


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 CONTROLS TYPE PENETRATION: 2011 - 2017

AUTOMATIC

MANUAL

Automatic = At least automatic

temperature control


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 CONTROLS TYPE USAGE: 2011 - 2017

AUTOMATIC

MANUAL

Automatic = At least automatic

temperature control


Global: Analysis


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


Global: Analysis


25%

23%

21%

7%

5%

3%

3%

13%

GLOBAL* LIGHT VEHICLE HVAC BLOWER MOTOR SUPPLIER STRUCTURE: 2011


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


Global: Analysis

HVAC Module** - HVAC Module, excluding HVAC Controls


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


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


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 [email protected]

London Gaurav Anand Principal Analyst Europe Component Research & Analysis Tel: +44 (0)20 3159 3486 Mob: +44 (0)7854 806 489 [email protected]

Frankfurt Christian Mueller Manager Analyst Europe Component Research & Analysis Tel: +49 69 20973 328 Mob: +49 151 12116953 [email protected]

Documents

OE Light Vehicle HVAC Module System/Component Demand … · 2014. 5. 15. · • Main trends of the HVAC Module market, from ORIGINAL research undertaken by IHS Automotive component