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OE Light Vehicle Power Steering 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
Units
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 power steering market, from ORIGINAL research undertaken by IHS
Automotive component specialists• Global light vehicle production analysis
• Global and regional power steering analysis derived from vehicle model/platform intelligence.
• Regions: Europe, North America, Japan/South Korea, China and India
• Analysis by System type, ECU, Motor and Pump
• Supplier shares and technology trends are calculated on a volume basis
• OEM/supplier ‘System’ relationships
• Total Market System Value-$- Global and by Region• Value is calculated on a weighted basis for the following steering technologies; HPS, EHPS,
EPS, Low Cost EPS and Manual Steering
Copyright © 2013 IHS Inc. All Rights Reserved. 3
Main Trends • Identifies power steering technologies for various markets and vehicle types• Identifies the power steering system technology which offers the greatest growth out to
2017
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Global: Analysis
Global* - Europe, North America, Brazil, 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
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Global: Analysis
Global* - Europe, North America, Brazil, 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 POWER STEERING TYPE PENETRATION: 2011 - 2017
EHPS
EPS
HPS
MANUAL
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Europe: Analysis
0
2,000,000
4,000,000
6,000,000
8,000,000
10,000,000
12,000,000
14,000,000
16,000,000
18,000,000
20,000,000
2011 2012 2013 2014 2015 2016 2017
Uni
ts
Years
EUROPE LIGHT VEHICLE POWER STEERING TYPE USAGE: 2011 - 2017
EHPS
EPS
HPS
MANUAL
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Europe: Analysis
29%
21% 15%
11%
4%
4%
3%
3%
10%
EUROPE LIGHT VEHICLE POWER STEERING SYSTEM SUPPLIER STRUCTURE: 2011
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North America: Analysis
18%
14%
19%
49%
NORTH AMERICA LIGHT VEHICLE EPS TYPE: 2011
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North America: Analysis
23%
21%
15%
13%
11%
7%
10%
NORTH AMERICA LIGHT VEHICLE EPS SYSTEM SUPPLIER STRUCTURE: 2011
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Japan/South Korea: Analysis
27%
22%
17%
11%
11%
8% 2% 2%
JAPAN/SOUTH KOREA LIGHT VEHICLE EPS MOTOR SUPPLIER STRUCTURE: 2011
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Japan/South Korea: Analysis
30%
20%
11%
10%
9%
7%
6%
4% 3%
JAPAN/SOUTH KOREA LIGHT VEHICLE EPS ECU SUPPLIER STRUCTURE: 2011
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China: Analysis
Steering* - Steering System which contains steering gear, column, pump, motor and ECU as applicable
2.9
3.3
3.8
4.2
4.6
5.1
5.6
0
1
2
3
4
5
6
2011 2012 2013 2014 2015 2016 2017
Valu
e (U
S $
Billi
ons)
Years
CHINA LIGHT VEHICLE TOTAL STEERING* MARKET VALUE (US $ Billions): 2011 - 2017
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India: Analysis
JTEKT MANDO NSK RANE NSK RANE TRW SHOWA ZF OTHER
Ford X X
General Motors X X X X
Honda X X
Hyundai X X
Mahindra & Mahindra X X
Renault/Nissan X X X X
Suzuki X X X X
Tata X X X
Toyota X
Volkswagen X X X
Top 10 Sales Parents & Power Steering System Relationships: 2011