The key point is that new energy vehicles, especially newly built vehicles, have not yet established a stable supply chain system, especially the supply system of electronic materials, which is in the order of market share. The key of automobile industry is to reduce volume and cost. For the new car-making forces that are moving towards profitability, expensive unprofitable suppliers are actually not a very optimistic state.
With the passing of 202 1 year, all major OEMs are announcing their sales performance. For the supply chain, the degree of global competition is intensifying. According to the data, among the top auto parts suppliers in the world, there are 22 Japanese, 22 American, 9 German 18, 9 Korean, 8 China, 4 Canadian, 4 French, 3 Spanish, 2 Swiss, 2 British, Ireland, Brazil, Mexico, Sweden, Italy and India. Among them, Japan accounts for 22%, the United States accounts for 22%, Germany accounts for 18%, South Korea 9%, China 8%, France 4%, Canada 4% and Spain 3%.
In terms of ranking, they are Bosch 1 in Germany, Denso 2 in Japan, ZF 3 in Germany, Magna International 4 in Canada, Aisin Seiki 5 in Japan, Continental 6 in Germany, Hyundai Mobis 7 in Korea, Virginia 8 in France, Lear 9 in the United States, Valeo 165438 in France and Yazaki in Japan. 14 Amdo USA, 15 Tenneco USA, 16 Panasonic Automotive System Japan, 17 Yanfeng China, 18 Ma Ruili Italy, 19 Ambofu Ireland, 20 Jettaggart Japan.
The top suppliers of China 100 mainly include Yanfeng 17, Beijing Hainachuan 42, CITIC Yu Bingxuan 58, Johnson Electric 74, Shi Min Group 79, Wuling Industrial 8 1, Anhui Zhong Ding 87 and Desai Siwei 97. The scale of suppliers in China is disproportionate to the automobile sales market in China, lacking world-class supplier groups and brands, and independent of the automobile industry in China.
From a global perspective, the top 20 suppliers are basically deeply bound with world automobile groups and brands, and their core technologies and stable supply have become more reliable partners of automobile OEMs. Among them, world-class manufacturers and brands, mainly German Volkswagen and Japanese Toyota, have become important industrial groups around their development and growth. Worldwide automobile groups and brands are concentrated in Germany, Japan, the United States, South Korea and Europe, such as Volkswagen, Toyota and General Motors.
The automobile market in China is booming, with a market scale of nearly 22 million vehicles. The main force is joint venture and independence, especially joint venture manufacturers. With the change of automobile industry policy, the increase of joint ventures and the liberalization of share capital ratio, China automobile market will enter more intense market competition, and the competition of its suppliers will be more critical.
With the electrification and intelligence of new energy vehicles, the demand for superior suppliers is more urgent. With the expansion of production and sales scale, the establishment of core technology and core supply chain has also become an important factor to test the power of new cars. These include battery, motor, electronic control, intelligent cockpit, chips and MCU needed for automatic value, such as laser radar, millimeter wave radar, central processing unit, automatic driving chip and so on. , is becoming the key to restrict development and delivery.
Battle 2022, a stable supplier and a winner, is essentially a competition between cost and efficiency.