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OE Light Vehicle Engine Cooling System/Component Demand Analysis
September 2013
Copyright© 2013 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
Uni
ts
Years
LIGHT VEHICLE PRODUCTION BY REGION/COUNTRY: 2011 - 2017
Europe
North America
Brazil
Japan
South Korea
China
India
ASEAN
Component Forecast Analysis
Copyright © 2013 IHS Inc. All Rights Reserved. 2
Contents
• Main trends of the Engine Cooling market, from ORIGINAL research undertaken by
IHS Automotive component specialists.
• Global light vehicle production analysis
• Global and regional Engine Cooling analysis derived from vehicle model/platform intelligence.
• Regions: Europe, North America, Japan/South Korea, China and India
• Analysis by Radiator, Cooling Module, Fan Speed Control, Main Motor, Motor Fan Shroud
• Supplier shares and technology trends are calculated on a volume basis
• OEM/supplier ‘System’ relationships- Engine Cooling Radiator
• Total Market System Value-$- Global and by Region
• Value is calculated on a weighted basis Engine Cooling Radiator & Motor Fan Shroud.
Copyright © 2013 IHS Inc. All Rights Reserved. 3
Global
Analysis
Copyright © 2013 IHS Inc. All Rights Reserved. 4
Main Trends Main trends in terms of the potential CO2 and fuel savings, materials used, grille shuttering, type
of fan drive, principal fan configuration etc...
Copyright © 2013 IHS Inc. All Rights Reserved. 5
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 ENGINE COOLING RADIATOR TYPE PENETRATION: 2011 - 2017
MECH EXP
BRAZED
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Europe
Analysis
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Europe: Analysis
30%
13%
13%
10%
10%
9%
7%
8%
EUROPE LIGHT VEHICLE ENGINE COOLING RADIATOR SUPPLIER STRUCTURE: 2011
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North America
Analysis
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North America: Analysis
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2011 2012 2013 2014 2015 2016 2017
Years
NORTH AMERICA LIGHT VEHICLE ENGINE COOLING MAIN FAN DRIVE PENETRATION BY TYPE: 2011 - 2017
ELECTRIC
NON ELECTRIC
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Japan/South Korea
Analysis
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Japan/South Korea: Analysis
34%
24%
19%
12%
3%
3% 5%
JAPAN/SOUTH KOREA LIGHT VEHICLE ENGINE COOLING ELECTRIC MAIN MOTOR SUPPLIER STRUCTURE: 2011
Copyright © 2013 IHS Inc. All Rights Reserved. 12
China
Analysis
Copyright © 2013 IHS Inc. All Rights Reserved. 13
China: Analysis
25%
20%
11%
5%
5%
5%
4%
3%
3%
19%
CHINA LIGHT VEHICLE ENGINE COOLING ELECTRIC MAIN MOTOR FAN SHROUD SUPPLIER STRUCTURE: 2011
Copyright © 2013 IHS Inc. All Rights Reserved. 14
China: Analysis
AIR
INTERNATIONAL BEHR
CALSONIC
KANSEI DELPHI DENSO NANNING B
SHANDONG
TONGCHUANG T.RAD
TAIAN LUMEI
AUTO
RADIATOR
VISTEON OTHER
Changan X X X X
Chery X X X
Dongfeng X X X X X
General Motors X X X
Honda X X
Hyundai X X
Renault/Nissan X X X
SAIC-General
Motors-Wuling X X
Toyota X X
Volkswagen X X X
Top 10 Sales Parents & Engine Cooling Radiator Relationships: 2011
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India
Analysis
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India: Analysis
Engine Cooling** - Radiator & Motor Fan Shroud
0.2
0.2 0.2
0.3
0.3 0.3
0.3
0.0
0.1
0.1
0.2
0.2
0.3
0.3
0.4
2011 2012 2013 2014 2015 2016 2017
Val
ue
(US
$ B
illio
ns)
Years
INDIA LIGHT VEHICLE TOTAL ENGINE COOLING** MARKET VALUE (US $ Billions): 2011 - 2017
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
London
Gaurav Anand
Principal Analyst
Europe Component Research & Analysis
Tel: +44 (0)20 3159 3486
Mob: +44 (0)7854 806 489
Frankfurt
Christian Mueller
Manager
Europe Component Research & Analysis
Tel: +49 69 20973 328
Mob: +49 151 12116953