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Major suppliers have rebounded nicely from the Great Recession with important new technology for automakers. The suppliers are expanding in Mexico, China and other rapidly growing global markets. This supplement to Automotive News provides

a snapshot of the top 100 suppliers in the world, with separate lists of the top suppliers in Europe and North America.

> INSIDE: Top 100 Global Suppliers | PAGES 3-8 | Top 100 Europe Suppliers | PAGE 9| Top 100 North American Suppliers | PAGES 10-15 |

Global industry craves megasuppliers

David Sedgwick

autonews@

I n the auto industry, there is less and less room these days for small, regional suppliers. Megasuppliers have the deep pockets to build factories anywhere, support worldwide r&d and ride out recessions in key markets such as Europe.

That's why they are positioned to exploit the auto industry's growing use of global platforms.

By 2019, global platforms are expected to account for 74 percent of the world's lightvehicle production, which would be up from 65 percent last year, predicts forecaster IHS Automotive.

Suppliers "will be required to support a wide range of global markets," said Mike Jackson, IHS Automotive's director of North American forecasts. "There will be economies of scale."

Bigger fish

The term "megasupplier" plausibly applies to the 20 largest companies on the Automotive News list of the top 100 global suppliers for 2012. They range from Robert Bosch GmbH, the world's biggest supplier with $36.8 billion in sales last year, to Cummins Inc., which generated revenues of $9.0 billion.

Those companies are getting a big share of the auto industry's global contracts. Consider the case of Johnson Controls Inc., the sixth-largest global supplier with revenues last year of $22.5 billion.

This year, the U.S.-based interiors supplier is producing door panels and con-

Big is better

Megasuppliers can Build plants around the world Maintain long-term r&d Support high-volume vehicle

platforms Borrow technology from

nonautomotive divisions

soles for Daimler AG's redesigned C-class sedan in factories in the United States, Germany, Hungary, the Czech Republic, Mexico, China and South Africa.

The industry's switch to global platforms "is certainly something that is working in our favor," said Beda Bolzenius, president of automotive seating at Johnson Controls. "There are fewer fish, but they are bigger."

Ford Motor Co.'s purchasing strategy offers another example of the industry trend to fewer and bigger contracts.

Last year, Ford allocated 65 percent of its global purchasing expenditures to companies on its Aligned Business Framework list of 104 preferred suppliers, up from 55 percent in 2010.

As major suppliers get more business, Ford plans to reduce its total number of suppliers to 750, down from 1,260 vendors in December.

R&D edge

When it comes to r&d, megasuppliers enjoy a major advantage over smaller rivals.

A case in point: automated vehicles, which use computers, radar and other sensors to guide themselves down the high-

"There are fewer fish, but they are bigger."

Beda Bolzenius, Johnson Controls

way without need for a human driver. Experts say the technology won't be commercially viable until 2025.

Yet Robert Bosch GmbH and Continental AG, No. 3 on the top 100 suppliers list, both boast the financial resources to mount a decade-long r&d effort. And both companies have developed prototype vehicles for road tests.

The technology got a boost this year when Mercedes-Benz unveiled its redesigned S class equipped with Traffic Jam Assist, which uses a computer to control the vehicle's speed and direction at low speeds in highway traffic.

Research on autonomous vehicles and

other cutting-edge safety technology requires deep pockets.

Last year, Bosch allotted 9 percent of its revenues -- more than $6 billion -- for all of its companywide research. Bosch did not disclose its r&d budget for computerguided vehicles.

However, the technology "is of high importance to us," said Wolf-Henning Scheider, a member of Bosch's board of management. Scheider said automated cars are one of "the main trends in the next generation of cars."

China's promise

Megasuppliers are taking advantage of their deep pockets to expand in the world's biggest market, China.

While sales no longer are rising at a sizzling 30 percent-plus a year, automakers still expect annual sales of light vehicles to top 30 million units by 2020, which would be up from 19.1 million units in 2012.

Megasuppliers such as TRW Automotive Holdings Corp. are making big investments to gain market share. TRW, No. 13 on the global list with sales of $14.1 billion, generated 15 percent of that revenue in China.

Last year, TRW opened three plants in Shanghai, Qingdao and Wuhan, giving it more than 20 factories in China. The company also expanded production facilities in Nanjing, Chengdu and Ningbo.

An investment of that magnitude carries risks that could threaten the survival of smaller companies. JCI's Bolzenius said: "There are no small mistakes anymore." a

3

Top 100 global OEM parts suppliers ? Ranked on 2012 global OEM automotive parts sales

2012 rank Company

Address

Executive

Total global Total global

OEM automotive OEM automotive

parts sales

parts sales

(dollars in

(dollars in

millions) 2012 millions) 2011

Percent North

America 2012

Percent Percent Percent rest of Europe Asia world

2012 2012 2012

Products

2011 rank

1 Robert Bosch GmbH

Postfach 106050

Volkmar Denner

$36,787 e $39,753 e 17 52 27 4 Gasoline systems, diesel systems, chassis system controls, 1

(49) 711-811-0;

Stuttgart D-70049, Germany

chairman

electrical drives, starter motors & generators, car multimedia,

electronics, steering systems, battery technology, exhaust gas

turbochargers and treatment systems

2 Denso Corp.

1-1 Showo-cho

Nobuaki Katoh

34,200 fe 34,153 fe 16 11 71

2 Thermal, powertrain control, electronic & electric systems;

2

(81) 566-25-5511; Kariya-Aichi 00448, Japan

president & CEO

small motors, telecommunications

3 Continental AG

Vahrenwalder Strasse 9

Elmar Degenhart

32,800 fe 30,521 fe 21 50 25 4 Electronic & foundation brakes, stability management systems, 3

(49) 511-938-01; conti-

Hanover 30165, Germany

CEO

tires, chassis systems, safety system electronics, telematics,

powertrain electronics, interior modules, instrumentation,

technical elastomers

4 Magna International Inc.

337 Magna Drive

Donald Walker

30,428

28,300 53 40

7 Bodies, chassis, interiors, exteriors, seating, powertrain, electronics, 4

(905) 726-2462;

Aurora, Ontario L4G 7K1, Canada

CEO

mirrors, closures & roof systems & modules

5 Aisin Seiki Co.

2-1 Asahi-Machi

Fumio Fujimori

30,080 fe 27,196 fe 14 10 76

Body, brake & chassis systems; electronics, drivetrain & engine 5

(81) 566-24-8441; aisin.co.jp

Kariya, Aichi 00448, Japan

president

components

6 Johnson Controls Inc.

5757 N. Green Bay Ave.

Steve Roell

22,515 f 21,280 f 41 47 12

Seating, overhead systems; door & instrument panels, center & 7

(414) 524-1200; Milwaukee, WI 53201, USA

chairman & CEO

overhead consoles & interior electronics, lead acid & hybrid

vehicle batteries

7 Faurecia

2 Rue Hennape

Yann Delabriere

22,500

22,500 27 56 10 7 Seating, emissions control technologies, interior systems, exteriors 6

(33) 1-72-36-70-00; Nanterre 92735, France

chairman & CEO

8 Hyundai Mobis

679-4 SI Tower, Yeoksam1-dong,

Jun Ho-Suck

21,351 f 18,864 f 22 11 67

Chassis, cockpit & front-end modules; ABS, ESC, MDPS, airbags, 8

(82) 2-2018-5114; mobis.co.kr

Gangnam-gu, Seoul 135-977, Korea

president & CEO

LED lamps, ASV parts, sensors, electronic control systems, hybrid

car powertrains, parts & power control units

9 ZF Friedrichshafen AG

Graf-von-Soden-Platz 1, Friedrichshafen, Stefan Sommer

18,614 f 17,860 f 19 58 18 5 Transmissions, chassis components & systems, steering

9

(49) 7541-77-0;

Baden-Wuerttemberg 88046, Germany CEO

systems, clutches, dampers

10 Yazaki Corp.

1500 Mishuku, Susono City, Shizuoka-ken Yasuhiko Yazaki

15,801 fe 13,931 fe 22

Wiring harnesses, connectors,junction boxes, power distribution 14

(81) 0559-65-3002; yazaki- Prefecture 410-1194, Japan

chairman

boxes, instrumentation, high-voltage systems

11 Lear Corp.

21557 Telegraph Road

Matthew Simoncini

14,567

14,157 39 35 17 9 Seating & electrical power management systems

13

(248) 447-1500;

Southfield, MI 48033, USA

president & CEO

12 Delphi Automotive PLC

5725 Delphi Drive

Rodney O'Neal

14,432

16,041 34 42 18 6 Mobile electronics; powertrain, safety, thermal, controls & security 10

(248) 813-2000;

Troy, MI 48098, USA

president & CEO

systems; electrical/electronic architecture; in-car entertainment

technologies

13 TRW Automotive Holdings Corp. 12001 Tech Center Drive

John Plant

14,141

14,670 36 43 17 4 Steering, suspension, braking & engine components; fasteners, 12

(734) 855-2600;

Livonia, MI 48150, USA

chairman, president & CEO

occupant-restraint systems, electronic safety & security systems

14 BASF SE

Carl-Bosch-Strasse 38

Kurt Bock

13,168

13,168 18 58 18 6 Coatings, catalysts, engineered plastics, polyurethanes, coolants, 15

(49) 621-60-0;

67056 Ludwigshafen, Germany

chairman

brake fluids, battery materials

15 Valeo SA

43 Rue Bayen

Jacques Aschenbroich

12,816 e 15,600 17 51 25 7 Micro hybrid systems, electrical & electronic systems, thermal 11

(33) 40-55-20-20;

Paris 75017, France

CEO

systems, transmissions, wiper systems, camera/sensor

technology, security systems, interior controls

16 Sumitomo Electric Industries

5-33 Kitahama, 4-chome, Chuo-ku Masayoshi Matsumoto

11,232 fe 12,066 f 21

Electrical distribution systems, electronics, connection systems 16

(81) 6-6220-4141; sei.co.jp

Osaka City 541-0041, Japan

president & CEO

17 Toyota Boshoku Corp.

1-1 Toyoda-cho

Shuhei Toyoda

10,484 fe 10,548 fe 16

5 77 2 Seats, door trim, carpet, headliners, oil & air filters, door panels, 17

(81) 566-23-6611; toyota-boshoku.co.jp Kariya-shi, Aichi 448-8651, Japan president

fabrics & substrates

18 JTEKT Corp.

15th Floor, Midland Square, 4-7-1 Meieki Shoji Ikawa

9,793 f

8,061 f 17 14 67 2 Bearings, steering systems, drivelines

21

(81) 52-527-1900; jtekt.co.jp

Nakamura-ku, Nagoya 450-8515, Japan president

19 Hitachi Automotive Systems

Shin-Otemachi Bldg., 2-1, Otemachi 2-Chome,Kunihiko Ohnuma

9,613 fe 10,352 fe 21

Engine management, electric powertrain, drive control

?

(81) 3-4232-5300; hitachi-automotive.co.jp Chiyoda-ku, Tokyo 100-0004, Japan chairman & CEO

systems

20 Cummins Inc.

500 Jackson St.

Tom Linebarger

9,025 e

9,401 53 15 22 10 Diesel & natural gas engines

19

(812) 377-5000;

Columbus, IN 47201, USA

chairman & CEO

21 Schaeffler AG

Industriestrasse 1-3

Juergen Geissinger

8,700 e

7,200 e 13 36 16 35 Anti-friction bearings, engine components, chassis & transmissions, 26

(49) 9132-82-0;

Herzogenaurach 91074, Germany

president & CEO

wheel & axle bearings, clutch & transmission systems, dampers

22 Autoliv Inc.

Vasagaten 11 Box 70381

Jan Carlson

8,263

8,232 35 32 33

Airbags, seat belts, safety electronics, steering wheels

20

(46) 8-587-20-600;

Stockholm SE-107 24, Sweden

president & CEO

23 CalsonicKansei Corp.

2-1917 Nisshin-cho, Kita-ku

Hiroshi Moriya

7,801 fe

9,875 fe 21

9 19 51 Climate control, engine cooling & exhaust systems; instrument 18

(81) 3-5385-0111; calsonickansei.co.jp Saitama-city, Saitama 331-8501, Japan president, CEO & COO

clusters, console boxes, cockpit modules, instrument panels,

front-end modules

e = estimate

f = fiscal year

fe = fiscal year estimate

To be considered for the list, please contact the Automotive News Data Center at (313) 446-6000 or e-mail: cpippen@

Foreign currency amounts were translated at the average exchange rate for that calendar or fiscal year.

Magna International Inc. percent rest of world may include countries in North America, Europe and Asia.

4

Top 100 global OEM parts suppliers ? Ranked on 2012 global OEM automotive parts sales

2012 rank Company

Address

24 Benteler Automobiltechnik GmbH An der Talle 27-31

(49) 5254-81-0;

Paderborn 33102, Germany

25 Gestamp Automocion SA

Alfonso XII, 16

(34) 91-379-19-99; Madrid 28014, Spain

26 Dana Holding Corp.

3939 Technology Drive

(419) 535-4500;

Maumee, OH 43537, USA

27 JATCO

700-1, Imaizumi,

(81) 545-51-0754; jatco.co.jp

Fuji-city, Shizuoka 417-8585, Japan

28 Toyoda Gosei Co.

1 Haruhinagahata Kiyosu

(81) 052-400-1055; toyoda-gosei.co.jp Aichi 452-8564, Japan

29 BorgWarner Inc.

3850 Hamlin Road

(248) 754-9200; Auburn Hills, MI 48326, USA

Executive

Thomas Wuensche president & CEO Francisco Riberas president Roger Wood CEO Takashi Hata president & CEO Hajime Wakayama chairman James Verrier president & CEO

30 Mahle GmbH

Pragstrasse 26-46

Heinz Junker

(49) 711-501-0;

Stuttgart 70376, Germany

chairman & CEO

31 Magneti Marelli S.p.A.

Viale Aldo Borletti 61/63

Eugenio Razelli

(39) 02-972-27-111; Corbetta, Milan 20011, Italy

president & CEO

32 Visteon Corp.

One Village Center Drive

Timothy Leuliette

(734) 710-5000;

Van Buren Township, MI 48111, USA president & CEO

33 HELLA KGaA Hueck & Co.

Rixbecker Strasse 75

Rolf Breidenbach

(49) 2941-38-0;

Lippstadt 59552, Germany

CEO

34 GKN PLC

P.O. Box 2148, Redditch, Worcestershire Andy Reynolds Smith

(44) 1527-533-600;

B98 0WR, United Kingdom

CEO, Automotive

35 NTN Corp.

3-17, 1-chome, Kyomachibori, Nishi-ku Yasunobu Suzuki

(81) 6-6443-5001; ntn.co.jpn

Osaka 550-0003, Japan

chairman & CEO

36 Tenneco Inc.

500 N. Field Drive

Gregg Sherrill

(847) 482-5000;

Lake Forest, IL 60045, USA

chairman & CEO

37 Mitsubishi Electric Corp.

2-7-3 Marunouchi, Chiyoda-ku

(81) 03-3218-2111; Tokyo 100-8310, Japan

38 Hyundai-WIA Corp.

391-8 Gaeumjeong-dong, Changwon,

(82) 55-280-9114; hyundai- Gyeongnam 641110, South Korea

39 Brose Fahrzeugteile GmbH

Ketschendorfer Strasse 38-50

(49) 9561-21 0;

Coburg 96450, Germany

Kenichiro Yamanishi president & CEO Myung-Chul Chung president & CEO Juergen Otto CEO

40 Plastic Omnium Co.

1 Rue du Parc

(33) 40-87-64-00; Levallois Cedex 92533, France

41 NHK Spring Co.

3-10 Fukuura, Kanazawa-ku

(81) 45-786-7511; nhkspg.co.jp

Yokohama 236-0004, Japan

42 Koito Manufacturing

4-8-3 Takanawa, Minato-ku

(81) 3-3443-7111; koito.co.jp

Tokyo 108-8711, Japan

43 Behr GmbH

Mauserstrasse 3

(49) 711-896-0; Stuttgart 70449, Germany

44 Takata Corp.

12-31 Akasaka 2-Chome, Minato-Ku

(81) 33-582-3222;

Tokyo 107-8508, Japan

45 IAC Group

73, Cote d'Eich

(35) 2-267504-0;

L-1450, Luxembourg

Laurent Burelle chairman & CEO Kazumi Tamamura president & CEO Takashi Ohtake chairman & CEO Peter Grunow CEO Shigehisa Takada president & COO Wilbur Ross chairman

Total global Total global

OEM automotive OEM automotive

parts sales

parts sales

(dollars in

(dollars in

millions) 2012 millions) 2011

$7,643 e $7,408

Percent North

America 2012

30

7,599

6,450 14

7,224

7,544 43

7,223 fe

7,620 f 15

Percent Europe

2012

58

Percent Asia 2012

8

Percent rest of world

2012

4

65

8 13

25 20 12

1 84

Products

2011 rank

Chassis & exhaust systems, structural products, engine application 25

components, bumper/impact management, lightweight solutions

Body-in-white stamping & assemblies, chassis hinges, power 32

systems

Axles, driveshafts, sealing & thermal management products, 24

off-highway vehicle transmissions, tire management products

Automatic transmissions, continuously variable transmissions 23

7,200 fe 7,183

7,081 f 7,073 f 6,860

5,820 fe 18 7,115 29

6,189 f 23 7,098 f 11 8,047 18

2 80

Sealing systems, interior systems, optoelectronics, exterior trim 35

safety systems, rubber & plastic functionals, fuel systems

50 21

Turbochargers, engine valve-timing systems, ignition systems, 27

emissions systems, thermal systems, transmission-clutch systems,

transmission-control systems & torque management systems

39 26 12 Piston systems, cylinder components, valvetrain systems, air 30

& liquid management systems, powertrain engineerings

65

8 17 Lighting, powertrain transmissions, electronics, suspension systems, 28

active & passive shock absorbers, exhaust systems, plastic parts

32 44 6 Climate-control systems, electronics, interiors

22

6,505 f

5,920 f 18 58 24

Electronic & lighting components & systems

32

6,438 6,250 fe 6,100

6,000 fe 5,885 f 5,778

5,585 5,463 f

4,745 30 6,587 fe 21 5,900 49

5,557 fe 25 5,255 f 5,611 22

4,840 30 5,583 f 10

38 25 7 Driveline halfshafts, driveshafts & AWD, powder metal engine 45

& transmission components

20 50 9 Constant velocity joints, axle bearings, needle roller bearings, 29

tapered roller bearings, intelligent in-wheel parts for EVs

31

20 Emission control systems, manifolds, catalytic converters, diesel 34

aftertreatment systems, catalytic reduction mufflers, shock

absorbers, struts, electronic suspension products & systems

15 58 2 Engine management, ignition, audio & navigation systems; 39

alternators & starter motors

6 85 9 Halfshafts, sideshafts, engines, manual transmissions/transaxles, 40

transfer cases, power transfer units, chassis modules, axles

58 17 3 Window regulators, door modules, seat adjusters, closure systems, 37

power closure systems, seat adjusters, power head restraints, electric

drives & motors, electronics

47 17 6 Fascias, front-end modules, rear-end modules, fenders, body 43

panels, fuel systems

89 1 Stabilizer bars, coil springs, seats & valve springs

38

5,243 f

5,159 f 9

4 87

Exterior lighting

41

5,000 e 4,861 f 4,700 e

5,000 e 25 4,573 f 37 4,400 53

55 15

29 35

43

4

5 Powertrain cooling, air conditioning components, modules 42

& systems

Airbags, seat belts, electronics, steering wheels, interior trim

44

& textiles

Instrument panels, consoles, cockpits, doors & trim, flooring, 47

acoustics, headliners & overhead systems, other interior & exterior

components

e = estimate

f = fiscal year

fe = fiscal year estimate

Foreign currency amounts were translated at the average exchange rate for that calendar or fiscal year.

Sponsored by

To be considered for the list, please contact the Automotive News Data Center at (313) 446-6000 or e-mail: cpippen@

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