Top 30 global supplier rankings for FY 2015
Bosch, Denso, Magna, Hyundai Mobis, and Continental take 1st to 5th place
MarkLines Co., Ltd. has compiled a top 30 global supplier list for FY 2015. The rankings are based on sales to the automotive industry (U.S. dollar equivalent, figures include estimates).
The top five suppliers on the list are Bosch, Denso, Magna, Hyundai Mobis, and Continental, the same mega suppliers that filled the top of the rankings last year. Six place was taken by ZF (ranked 9th in FY 2014), which acquired TRW (ranked 11th in FY 2014). There is a strong probability that ZF will be one of the top-five suppliers in FY 2016, when a significant sales increase is expected due to the inclusion of TRW sales from the beginning of the year. (In FY 2015, TRW sales before May 15, 2015 were not added).
As the movement towards electrification and autonomous vehicles gain momentum, each company is stepping up their initiatives in these fields. Bosch is aiming to lead in the areas of connected, automated, and electrified driving. In FY 2015, it announced the acquisition of Seeo Inc., a U.S. company that develops next-generation lithium-ion batteries, and collaboration with Tencent of China in the area of vehicle telematics systems. Denso established an ADAS (advanced driver assistance system) promotion division in January 2016, and agreed to collaborate with NTT Docomo, Inc. on the development of ADAS and autonomous driving technologies in February 2016. In May 2016, it established Denso ADAS Engineering Services GmbH in Germany, which specializes in the development of image recognition technologies for advanced safety systems. Magna plans to start producing electric superchargers in the second half of 2016 as it increases its electric products lineup. Continental announced plans to begin mass-producing electric parking brakes in the second half of 2017 and to release an electrically assisted turbocharger by 2019.
An increasing number of in-vehicle technologies like cameras, radars, sensors, and semiconductors have been highlighted at recent auto shows and exhibitions as interest in the areas of automotive electric/electronic equipment, communication systems, and software grows. Some examples include Panasonic’s and Hitachi Automotive’s new safety systems, which integrate sensing and image processing technologies. Other major exhibits are vehicle-to-vehicle (V2V) and vehicle-to-everything (V2X) communication technologies, next-generation cockpits, and heads-up display systems. Attention is also being given to electronic mirror systems with a camera and monitor that can replace conventional side mirrors.
Some suppliers are reorganizing their operations to strengthen their focus on core businesses. Bosch decided to spin off its starter motor and generator business, and is currently seeking suitable partners and potential buyers. Magna completed the acquisition of a leading transmission supplier, the Getrag Group of Companies, in January 2016, while transferring Magna Steyr’s battery pack business to Samsung SDI Co. Ltd. Johnson Controls spun off its Automotive Experience business and established a new company called Adient. Mahle acquired the thermal business of Delphi Automotive PLC and purchased Kokusan Denki. The Aisin Group is reorganizing its manual transmission business, brake business, and body parts businesses.