Analysis Report: Air Conditioners (E.U./U.S. Markets)

2017/10/06

List of suppliers

Valeo MAHLE Behr Hanon Systems
Delphi Automotive Modine Manufacturing Air International

Read the Japanese Market report



Introduction

This report on E.U. and U.S. air conditioner suppliers primarily focuses on the E.U., with sections on the U.S. supplementing.

After the 1960’s car coolers were starting to be replaced by air conditioners in America’s south, but it was only in the 1980’s that they really became ubiquitous among economy vehicles in both the U.S. and Japan. By contrast, Europe’s relatively cooler climates meant that adoption of the devices were delayed, outside of luxury vehicles, and it was only the issues caused by the heat waves in the 2000’s that led to large scale popularization. 

Perhaps the most significant movement among the U.S./E.U. makers in recent years was the sale of the air conditioning businesses taken over by Delphi and Visteon from GM and Ford to German supplier MAHLE Behr and Korean Hanon Systems respectively. Details of these sales will be covered later in this report, but we can say that as a result of these events major air conditioner suppliers with a U.S. capital base have basically disappeared.

With the recent proliferation of hybrid and electric vehicles (EVs), air conditioner suppliers have been facing difficulties with the continued use of their traditional devices. One example of this is the adoption of electric compressors. Demand has been rising among drivers of these new vehicles for their air conditioning systems to be able to be used even while the engine is off, which has forced suppliers to come up with ways to make the crucial compressor component capable of running on electricity.

Car heating also faces similar difficulties. Coolant-based heating systems that transfer heat energy from the combustion engine into the cabin cannot be used in hybrids and EVs. PTC electric heaters can be used instead, but they tend to consume large amounts of power and so reduce the maximum driving range of the vehicle. To combat this, some models have started using heat pump type systems that utilize warm air from outside the vehicle.

Conventionally air conditioners and heaters have been referred to and treated separately, but in recent times integrated systems using the HVAC (Heating, Ventilation, and Air Conditioning) title have appeared. This report deals mostly with air conditioners, but also uses the term HVAC when speaking about systems with heating functionality included.



Ⅰ. Developments among major air conditioner suppliers (U.S./E.U.)

1) Recent Activities

Valeo S.A.

  • The largest French air conditioner supplier. The air conditioning division contributes approximately 30% of the top line for the company.
  • It has been focusing mainly on automated driving devices in recent years, but still holds a strong position among E.U. suppliers.
  • Is investing heavily into developing countries such as China, Russia, and Indonesia, and is pursuing further business with large Asian OEMs.
  • Recent investments into automated driving and powertrain components stand out. In terms of investments into air conditioning, the March 2016 acquisition of bus air conditioning system maker Spheros from German investment outfit Deutsche Beteiligungs is the largest. The annual sales of the acquired company are roughly EUR 250 million, and it mainly supplies large bus makers and fleet companies. Spheros employs 1,100 staff, and has a global sales network. Production facilities exist in Germany, Finland, Turkey, the U.S., Brazil, China, and India. With this purchase Valeos aims to strengthen its thermal management business in the bus segment. Other than this deal the supplier has made no significant investments.

MAHLE Behr GmbH & Co. KG

  • A large supplier of air conditioner units, engine cooling systems, and other engine parts headquartered in Germany.
  • The thermal management division, which includes air conditioning, contributed 35% of the company’s sales and employed 30% of its staff in December 2016.
  • The BEHR Group was integrated with MAHLE’s thermal management division in October 2013.
  • Mahle Group acquired Delphi’s thermal systems business for USD 727 million in July 2015. From this, thirteen plants in Poland, Slovakia, Hungary, the U.S., Mexico, Brazil, China, and India were added to Mahle Group’s existing 150 production facilities, and the thermal management division’s number of plants was increased to 41. Three R&D centers in the U.S. and Luxembourg were also gained.

Hanon Systems Corp. (Formerly Halla Visteon Climate Control Corp.)

  • Formed in 1986 as a joint venture between Ford and Mando. Became Halla Climate Control Corp., a subsidiary of Visteon, in 1999 (70% equity held by Visteon). Changed company name to Halla Visteon Climate Control Corp. in March 2013 with the purchase of the automobile climate control division from Visteon.
  • Parent company changed from Visteon International Holdings Inc. to Hahn & Co. Auto Holdings Co., Ltd. in June 2015, with the latter holding a 50.5% equity share. This handover occurred because Visteon wanted to focus investments on in-vehicle information systems and automated driving systems.
  • Changed company name from Halla Visteon Climate Control Corp. to Hanon Systems Corporation in July 2015.
  • In terms of recent investment into facilities, a new HVAC plant in Ohio is under construction and scheduled to come on stream in the latter half of 2017. An engineering center for R&D was also opened in Songjiang Disctrict, Shanghai on the 13th of December 2016.
  • Jointly developed a smart air conditioning system for EVs together with Hyundai in November 2015. This system keeps track of the humidity and temperature inside the vehicle, together with the travel speed, and determines how much outside air to redirect inside the cabin. Through this the amount of power needed to operate the system is greatly reduced. The system is produced in Korea and exported to the U.S., and is equipped in Kia’s Soul EV.

Modine Manufacturing Company

  • A large-scale U.S. supplier of HVAC condensers and thermal exchange products. Focuses on products for commercial vehicles, trucks, and heavy-duty vehicles. Owns production facilities in the U.S., Mexico, Germany, Hungary, China, and other areas.
  • The company closed their McHenry plant in the U.S. in 2014. It plans to transfer the operations from the closed plant to its other North American facilities in Lawrenceburg, Tennessee, Jefferson City, Missouri, and Nuevo Laredo, Mexico. The McHenry plant produced HVAC systems for passenger, commercial, and off-highway vehicles as well as buildings. Parallel-flow and serpentine condensers, oil coolers, radiators and other parts were also made there.

Air International Thermal Systems

  • An Australian air conditioner parts supplier.
  • Was acquired by Hong Kong private equity capital company Unitas Capital in 2010. Was then acquired by Chinese company Aotecar New Energy Technology Company Ltd. in September 2015.
  • Possesses over 30 production and research facilities in China, the U.S., Thailand, Japan, and Europe. Major customers include GM, VW, Ford, Changan Automobile, SAIC Motor, Great Wall Motors, Fiat-Chrysler, Tata, Mazda, Suzki, Isuzu and others.

Production/R&D Facilities
  Valeo MAHLE Behr
(Includes former Delphi)
Hanon Systems
(Former Halla Visteon)
Modine Air International
Asia/Pacific
Australia         Production Plant
R&D Facility
China Production Plant Production Plant Production Plant Production Plant Production Plant
R&D Facility R&D Facility R&D Facility
India Production Plant Production Plant Production Plant Production Plant Production Plant
R&D Facility
Malaysia     Production Plant    
Japan Production Plant R&D Facility Production Plant    
R&D Facility
Korea Production Plant   Production Plant Production Plant  
R&D Facility
Thailand     Production Plant   Production Plant
The Americas
Brazil Production Plant Production Plant Production Plant   Production Plant
Canada     Production Plant    
Mexico Production Plant Production Plant Production Plant   Production Plant
U.S. Production Plant Production Plant Production Plant Production Plant R&D Facility
R&D Facility
Europe
Czech Republic Production Plant Production Plant Production Plant   Production Plant
France Production Plant   Production Plant    
Germany Production Plant Production Plant Production Plant Production Plant R&D Facility
R&D Facility R&D Facility
Hungary   Production Plant Production Plant    
Italy Production Plant        
Poland Production Plant        
Portugal   Production Plant Production Plant    
Russia Production Plant   Production Plant    
Slovakia   Production Plant Production Plant    
Spain Production Plant        
Turkey Production Plant   Production Plant    
U.K. Production Plant   Production Plant Production Plant  
Sweden Production Plant        
Bulgaria   Production Plant      
Africa
South Africa Production Plant Production Plant   Production Plant  

Note: Shows facilities that produce air conditioner related parts (some facilities producing engine cooling parts also included)

2) List of facilities showing plant name, location, major customers etc.

3) Ownership/Investment Chart for Major Air Conditioner Suppliers (U.S./E.U.)

Valeo MAHLE Behr Hanon Systems Modine Manufacturing Air International






Ⅱ. List of major air conditioner suppliers and their customers (U.S./E.U. models)

H HVAC units CP Compressors CM Cooling modules FM Front end modules
A A/C systems CD Condensers PM Cockpit modules
Valeo MAHLE Behr Hanon Systems
(Former Halla Visteon)
Denso / Toyota Industries Corporation Other
Alfa Romeo CP     H/CP/CD/CM/FM SANDEN: CP
Audi   H/CM/FM   H/CP/CD Faurecia: FM
HBPO: FM
Magna: FM
BMW H H/A/CD/CM   H/CP Faurecia: FM
HBPO: FM
Magna: PM/FM
Modine: CD/CM
SANDEN: CP
Chrysler CP/CM H/A/CD H/CP H/CP/CM Faurecia: FM
HBPO: FM
Citroen H/CP/CD H/CD   H/CP/CD Faurecia: FM
SANDEN: CP
Dacia H/CD H/CD     SANDEN: CP
Daimler H/CD H/A/CD/CM   H/CP/CD/CM HBPO: FM
Modine: CD
SANDEN: CP
Fiat H CD   H/CP/CD/PM/FM HBPO: FM
SANDEN: CP
Ford CD H/CD H/CP/CD H/CP Keihin: CD
Magna: FM
Mitsubishi Heavy Industries: CP
SANDEN: CP
GM H/CP/CM H/CD CM H/A/CP Air International: CM
Mitsubishi Heavy Industries: CP
SANDEN: CP
Honda       H/A/CP/CD Calsonic Kansei: H
Keihin: H/CD
SANDEN: CP
Kia     CD    
Lancia       CP SANDEN: CP
Land Rover   H CP H Calsonic Kansei: CD
SANDEN: CP
Mazda     H   SANDEN: CP
Nissan H/CP/FM   H CP Calsonic Kansei: H/A/CP/CD/PM
MAHLE: CM
SANDEN: CP
Opel CP H/CD   H/A/CP Calsonic Kansei: H
Mitsubishi Heavy Industries: CP
Modine: CD
SANDEN: CP
Peugeot H/CP/CD H/CD   CD SANDEN: CP
Porsche   H   CP HBPO: FM
Modine: CM
Renault H/CP/CD H/CP/CD   H/CP Calsonic Kansei: H/CP
HBPO: FM
SANDEN: CP
SEAT         HBPO: FM
SANDEN: CP
Skoda H H/A/CD   H/CP/CD HBPO: FM
Magna: FM
SANDEN: CP
Suzuki     H H/CP Calsonic Kansei: H/CP
SANDEN: CP
Toyota H/CP/CD     H/A/CP/CD/CM/PM  
Volkswagen H H/CD/CM H H/A/CP/CM/FM Faurecia: CM/FM
HBPO: FM
Modine: CD
SANDEN: CP
Volvo H/CD H     Faurecia: FM
SANDEN: CP


Ⅲ. Equipment status by model

Models produced in the U.S./E.U.

Valeo and MAHLE Behr supply many of the air conditioner systems, but Japanese Denso and Korean Hanon are also competitive in this space. Even when the system is supplied by the E.U. companies, the key compressor component is often supplied by Japanese companies Denso/Toyota Industries Corporation and Sanden. In the segment of electric compressors for PHVs and EVs in particular, we can see that these two companies hold a very strong position.

OEM Name Model/Generation MY Aircon/HVAC Evaporator Heater Core Blower Compressor Condenser
Alfa Romeo MiTo 955 2011 - - - - SANDEN -
Alfa Romeo Giulietta 940 2011 - - - - Mahle (Former Delphi Automotive) -
Alfa Romeo 4C Spider 960 2014 - - - - Denso / Toyota Industries Corporation (Electric) -
Audi A1 8X 2015 MAHLE Behr - - - Denso / Toyota Industries Corporation
Mahle (Former Delphi Automotive)
SANDEN
Modine Manufacturing
Audi A3 8V 2016 - - - Brose Fahrzeugteile Denso / Toyota Industries Corporation
Mahle (Former Delphi Automotive)
SANDEN
Modine Manufacturing
Audi A3 e-tron 8V 2015 - - - - Hanon Systems (Electric)
(Former HVCC Corp.)
-
Audi A4 (Germany) B9 / 8W 2016 - - - - Denso / Toyota Industries Corporation -
Audi A6 C7 / 4G 2014 Denso - - - Denso / Toyota Industries Corporation
Ventrex Automotive
Denso
Audi A7 4G8 2011 Denso - - - Denso / Toyota Industries Corporation Denso
Audi A8 D4 / 4H 2011 Denso - - - Denso / Toyota Industries Corporation Denso
Audi Q5 B8 / 8R 2013 - - - - Denso / Toyota Industries Corporation Denso
Audi Q5 Hybrid B8 / 8R 2013 - - - - Denso / Toyota Industries Corporation Denso
Audi TT 8S 2016 - - - - Mahle (Former Delphi Automotive) -
AvtoVAZ Lada Granta (Russia) Gen-1 2014 Hanon Systems
(Former Halla Visteon)
- Hanon Systems
(Former Halla Visteon)
Hanon Systems
(Former Halla Visteon)
- -
AvtoVAZ Lada Kalina (Russia) Gen-2 2014 - - Hanon Systems
(Former Halla Visteon)
Hanon Systems
(Former Halla Visteon)
- -
BMW 3 Series F30 2016 - - - - SANDEN (Electric) Valeo
BMW 6 Series F06 2012 Mahle Behr - - - Denso / Toyota Industries Corporation -
BMW 7 Series G11 2016 Mahle - - - - -
BMW X3 F25 2011 Mahle Behr - - - Denso / Toyota Industries Corporation -
BMW X5 F15 2014 - - - Brose Fahrzeugteile - -
Chevrolet Niva (Russia) Gen-1 2014 - - Motor Super - - -
Citroen Berlingo Gen-2 2013 - - - - SANDEN (Electric) -
Citroen C4 Gen-2 2011 MAHLE Behr - - - Denso / Toyota Industries Corporation
SANDEN
MAHLE Behr
Daimler Mercedes-Benz
A-Class
W176 2015 - - - - Denso / Toyota Industries Corporation MAHLE Behr
Daimler Mercedes-Benz
B-Class
W246 2013 Denso - - - - Modine Manufacturing
Daimler Mercedes-Benz
C-Class
W205 2014 - - - - SANDEN
Denso / Toyota Industries Corporation
-
Daimler Mercedes-Benz
CLS-Class
W205 2014 - - - - SANDEN
Denso / Toyota Industries Corporation
-
Daimler Mercedes-Benz
E-Class
C218 2011 Continental - - - Denso / Toyota Industries Corporation -
Daimler Mercedes-Benz
GLA-Class
X156 2014 - - - Brose Fahrzeugteil - -
Daimler Mercedes-Benz
GLE-Class
W166 / C292 2016 Valeo - Eberspaecher (PTC) - Denso / Toyota Industries Corporation -
Daimler Mercedes-Benz
S-Class
W222 2016 MAHLE Behr - - - SANDEN -
Daimler Mercedes-Benz
S-Class Hybrid
W222 2016 MAHLE Behr - - - SANDEN (Electric) -
Daimler Mercedes-Benz
SL-Class
R231 2012 MAHLE Behr - - - - Denso
Daimler Mercedes-Benz
SLK-Class
R172 2011 Valeo - - - - Denso
DS Automobile DS3 Gen-1 2017 Mahle - - - SANDEN Denso
DS Automobile DS5 Gen-1 2016 - - - - Denso MAHLE Behr
Fiat 500 (Poland) Gen-1 2015 Denso - - - Denso / Toyota Industries Corporation
Mahle (Former Delphi Automotive)
Denso
Fiat Doblo (Europe) Type 263 2011 - - - - SANDEN -
Fiat Ducato (Europe) Gen-3 2011 - - - - SANDEN -
Fiat Freemont (Europe) Gen-1 2011 - - - - Denso / Toyota Industries Corporation -
Fiat Panda Gen-3 2011 Denso - - - Denso / Toyota Industries Corporation
Mahle (Former Delphi Automotive)
-
Ford Focus (Germany) Gen-3 2015 Hanon
(Former Halla Visteon)
- - - - Keihin
Ford Ka (Poland) Gen-3 2016 - - - - Denso / Toyota Industries Corporation -
Honda Civic (Europe) FK 2013 - - - - SANDEN (Electric) Keihin
Jaguar XJ X351 2011 Denso - - - Denso / Toyota Industries Corporation -
Nissan Datsun on-DO (Russia) Gen-1 2014 - - Hanon
(Former Halla Visteon)
Hanon
(Former Halla Visteon)
- -
Nissan Juke F15 2011 Calsonic Kansei - - - Calsonic Kansei
SANDEN
Calsonic Kansei
Opel Combo Combo D 2011 Denso - - - Denso / Toyota Industries Corporation -
Opel/Vauxhall Insignia facelift Insignia A 2013 Mahle (Former Delphi Automotive) - - - Mahle (Former Delphi Automotive)
SANDEN
-
Opel/Vauxhall Zafira Zafira C  2011 MAHLE Behr - - - Mahle (Former Delphi Automotive) MAHLE Behr
Peugeot 108 (Czech) Gen-1 2014 Mahle (Former Delphi Automotive) - - - - -
Peugeot 208 Gen-1 2013 - - - - - Denso
Peugeot 508 Gen-1 2011 MAHLE Behr - - - SANDEN MAHLE Behr
Mahle (Former Delphi Automotive)
Porsche Cayenne Type 92A 2013 - - - - Denso / Toyota Industries Corporation (Electric) -
Porsche Cayenne SE Hybrid Type 92A 2014 - - - - Denso / Toyota Industries Corporation (Electric) -
Renault Clio Gen-4 2013 - - - - SANDEN (Electric) -
Renault Fluence (Europe) Gen-1 2011 - - - - Calsonic Kansei -
Renault Kangoo Gen-2 2013 - - - - Denso / Toyota Industries Corporation
SANDEN
MAHLE Behr
Renault Kangoo Z.E. Gen-1 2013 - - - - Denso / Toyota Industries Corporation (Electric) -
Renault Master Gen-3 2011 - - - - Valeo -
Renault ZOE Gen-1 2013 - - - - Denso / Toyota Industries Corporation (Electric) -
SEAT Alhambra Typ 7N 2011 - - - - SANDEN -
SEAT Leon Typ 5F 2013 - - - Brose Fahrzeugteile - -
SEAT Ibiza (Europe) Typ 6J 2011 - - - - SANDEN -
Skoda Octavia (Europe) Typ 5E 2015 - - - Brose Fahrzeugteile - -
Skoda Rapid Spaceback Typ NH3 2013 - - - Brose Fahrzeugteile Mahle (Former Delphi Automotive) Mahle (Former Delphi Automotive)
Skoda Yeti Typ 5L 2011 Denso
Valeo
- BorgWarner(PTC) - Denso / Toyota Industries Corporation
SANDEN
-
Toyota Auris E180 2013 - - - - Denso / Toyota Industries Corporation -
Toyota Auris (Hybrid) E180 2013 - - - - Denso / Toyota Industries Corporation (Electric) -
Volkswagen Golf (Mk7) Typ 5G 2014 - - - Brose Fahrzeugteile Denso / Toyota Industries Corporation -
Volkswagen e-Golf (Mk7) Typ 5G 2015 - - Eberspaecher catem (PTC) - - -
Volkswagen Jetta A6 / Typ 5C6 2015 Continental - - - SANDEN -
Volkswagen Passat (Germany) B8 / Typ 3G 2016 Valeo - - - Denso / Toyota Industries Corporation -
Volkswagen Polo (Spain) Typ 6R/6C 2016 Valeo - - - Denso / Toyota Industries Corporation
Mahle (Former Delphi Automotive)
-
Volkswagen Polo (South Africa) Typ 6R/6C 2012 MAHLE Behr - - - SANDEN -
Volkswagen Sharan Typ 7N 2011 Mahle (Former Delphi Automotive) - - - SANDEN Modine Manufacturing
Volkswagen Scirocco (Europe) Gen-3 2011 - - - - SANDEN -
Volkswagen Tiguan (Germany) Gen-2 2016 - - - Brose Fahrzeugteile - -
Volkswagen Touareg Typ 7P 2011 Mahle (Former Delphi Automotive) - - - Denso / Toyota Industries Corporation Mahle (Former Delphi Automotive)
Volkswagen up! Gen-1 2013 Hanon (Former Halla Visteon) - - - - -
Volkswagen e-up! Gen-1 2014 - - Eberspaecher catem (PTC) - - -
Volvo S60 / V60 Gen-2 2011 MAHLE Behr - - - SANDEN -
Volvo S60 / V60 (PHEV) Gen-2 2011 MAHLE Behr - - - SANDEN (Electric) -
Volvo XC90 Gen-2 2015 MAHLE Behr - - - - -



U.S. Produced Vehicles

Name Model/Generation MY Aircon/HVAC Evaporator Heater Core Blower Compressor Condenser
BMW X5 (USA) F15 2015 Valeo NA - MAHLE Behr (PTC) - - -
Jeep Cherokee - 2014 Denso - - - Denso / Toyota Industries Corporation -
Jeep Grand Cherokee - 2015 - - - - Denso / Toyota Industries Corporation -
Ram 1500 - 2014 - - - - Denso / Toyota Industries Corporation -
Mercedes-Benz
Metris (USA)
W447 2015 Mahle - - - - -
C-MAX Hybrid - 2013 - - - - Denso / Toyota Industries Corporation (Electric) MAHLE Behr
Ecosport - 2013 Hanon
(Former Halla Visteon)
- - - Hanon
(Former Halla Visteon)
Hanon
(Former Halla Visteon)
F-250 Super Duty - 2016 Detroit Thermal Systems - - - - Mahle
F-350 Super Duty - 2016 - - - - - Mahle
F-450 Super Duty - 2016 - - - - - Mahle
Focus - 2015 - - - - - Keihin
Focus Electric - 2013 - - - - Denso / Toyota Industries Corporation (Electric) -
Fusion - 2013 Denso - - - Denso / Toyota Industries Corporation -
Lincoln MKC - 2015 - - - - - Keihin
Mustang - 2015 - - - - - Keihin
GAZelle NEXT - 2013 Mahle (Former Delphi Automotive) - - - - -
Cadillac ATS - 2014 Denso - - - - -
Cadillac CT6 - 2015 Mahle - - - - -
Cadillac CTS - 2014 - - - - Denso / Toyota Industries Corporation -
Cadillac XT5 - 2016 Mahle - - - - -
Chevrolet Bolt - 2017 - - - - LG Electronics (Electric) -
Chevrolet Cruze - 2015 Mahle - - - - -
Chevrolet Impala - 2014 Valeo - - - - -
Chevrolet Spark - 2014 - - - - Denso / Toyota Industries Corporation -
GMC Sierra - 2014 Sunstone Components - - - - -
Acura MDX - 2014 Mahle (Former Delphi Automotive) - - - - -
Civic - 2013 - - - - SANDEN (Electric) Keihin
Odyssey - 2015 Denso - - - - -
Sentra - 2014 Valeo - - - - -
Legacy - 2014 Denso - - - - -
Outback - 2015 Denso - - - - Denso
Splash - 2013 Calsonic Kansei - - - - -
Model S - 2014 Hanon
(Former Halla Visteon)
- - - - -
Auris - 2013 - - - - Denso / Toyota Industries Corporation (Electric) -
Auris Hybrid - 2013 - - - - Denso / Toyota Industries Corporation (Electric) -
Aygo - 2013 Denso - - - - Denso
Camry - 2014 Denso - - - - -
Highlander - 2014 Denso - - - - -
Lexus RX - 2015 Denso - - - - -
Beetle Convertible - 2013 Air International (USA) - - - - -
Golf - 2011 - - - - Denso / Toyota Industries Corporation Modine

Regarding the Former GM company Delphi, we can see that its products are not equipped much on GM vehicles now. Its declining position in the U.S. market can be attributed to the lack of investment from its new parent company Mahle. By contrast we can see that many Ford models are supplied by Former Ford group company Visteon’s new parent Hanon. However, Hanon is currently concerned about how much of Ford’s business it can capture due to the OEMs announcements of many full model redesigns and new model releases. Note again that Japanese suppliers Denso/Toyota Industries Corporation and Sanden hold a strong position within the compressor segment in the U.S. market.



Ⅳ. Sales figures for the major air conditioner suppliers in the U.S. and E.U.

December 2014 December 2015 December 2016 Divisions Covered
Valeo EUR Millions 3,598 4,032 4,622 Thermal Systems
Mahle EUR Millions 2,995.5 3,761.2 4,293.3 Thermal Management
Hanon Systems KRW Billions 5,454 5,558 5,703 Aircon Systems, Radiators, Blowers, Compressor & Clutch, Front-end Modules

Created from public records from each company.

Consolidated sales figures for major U.S. and E.U. air conditioner suppliers
December 2014 December 2015 December 2016
Valeo EUR Millions 12,725 14,544 16,519
Mahle EUR Millions 9,942.4 11,486.1 12,321.8
Hanon Systems KRW Billions 5,454 5,558 5,703
Modine USD Millions 1,496
(March 2015)
1,353
(March 2016)
1,503
(March 2017)

Created from public records from each company.



List of facilities showing plant name, location, major customers etc.

Country Facility Name Location Investment Ratio Joint Venture Partner Major Customers Parts Produced
Valeo S.A. (France)
Asia/Pacific
China Valeo Automotive Air Conditioning Hubei Co., Ltd. Jingzhou 100 FAW VW,
Chery Automobile,
Nanjing Iveco
Air Conditioner,
Evaporator,
Condenser
China FAW-Valeo Climate Control Systems Co., Ltd. Changchun 36.5 FAWER Automotive Parts 51,
Itochu 12.5
FAW VW, FAW Jilin,
Zhengzhou Nissan, Jiangling Motors,
Chery Automobile, Hafei Motor
HVAC, Air Conditioner,
Condenser,
Evaporator
China Valeo Compressor (Changchun) Co., Ltd. Changchun 100 FAW VW, Beijing Benz,
FAW Car Company
Compressor
China Huada Automotive Air Conditioner (Hunan) Co., Ltd. Loudi 45 Loudi SASAC FAW, Dongfeng Motor Corporation,
Qingling Motors
Compressor
China Valeo Engine Cooling (Foshan) Co., Ltd. Foshan 100 Engine Cooling Parts
China Valeo Engine Cooling (Shashi) Co., Ltd Shashi 100 Engine Cooling Parts
China Guangzhou Valeo Engine Cooling Co., Ltd. Guangzhou 100 Engine Cooling Parts
India Valeo Climate Control
- c/o Valeo Lighting Systems India Pvt. Ltd.
Chennai 100
Indonesia PT Valeo AC Indonesia Campaka Purwakarta 100 Air Conditioner
Japan Valeo Japan
Konan Plant
Kumagaya (Saitama) 100 Air Conditioner, R&D
Japan Valeo Japan
Ora Plant
Ora (Gunma) 100 Compressor
Japan Valeo Japan
Nakatsu Plant
Nakatsu (Oita) 100 Air Conditioner
Japan Valeo Japan
Fukuoka Plant
Miyako District (Fukuoka) 100 Front-end Module
Korea Valeo Samsung Thermal Systems Co., Ltd. Changwon 50 Samsung Climate Control Group 50 Hyundai, Kia Condenser,
Radiator
Thailand Valeo Siam Thermal Systems Co., Ltd. Chonburi 74.9 Siam Motors Renault Evaporator
Thailand Valeo Compressor (Thailand) Co., Ltd. Rayong 98.5 Compressor
Thailand Valeo Compressor Clutch (Thailand) Co., Ltd. Rayong 100 Compressor Clutch
The Americas
Brazil Valeo Sistemas Automotivos Ltda. Itatiba 100 Air Conditioner,
Condenser
Mexico Valeo Climate Control de Mexico, S.A. de C.V. Toluca 100 Air Conditioner, Heater
U.S. Valeo Climate Control Corporation Auburn Hills (MI) 100 Regional Headquarters
U.S. Detroit Thermal Systems LLC. Cogswell
St. Romulus (MI)
49 V. Johnson Enterprises 51 HVAC
Europe
Czech Republic Valeo Compressor Europe S.r.o. Humpolec 100 Compressor
Czech Republic Valeo Autoklimatizace k.s. Rakovnik 100 Air Conditioner
France Valeo Systemes Thermiques Reim 100
France Valeo Plastic Omnium S.N.C. Cuincy 50 Plastic Omnium 50 Renault Front-end Module
Germany Valeo Klimasysteme GmbH Bad Rodach 100 Air Conditioner
Poland Valeo Autosystemy Sp.z.o.o. Skawina 100
Romania Valeo Sisteme Termice S.r.l. Mioveni 100
Russia Valeo Climate Control Tomilino LLC. Tomilino 100 HVAC Module
Spain Valeo Climatizacion, S.A. Martorellas 100
Spain Valeo Termico, S.A. Zaragoza 100 Radiator,
Cooling Fan
Spain Valeo Plastic Omnium S.L. Palencia 50 Plastic Omnium 50 Renault Front-end Module
U.K. Valeo Engine Cooling UK Ltd. Sunderland 100 Engine Cooling Equipment
U.K. Valeo Thermal Climate Control Ltd. Brentwood 100
Africa
South Africa Valeo Systems South Africa (Pty.) Ltd. Uitenhage 51 Metair 49 VW Front-end Module
MAHLE Behr GmbH & Co., KG (Germany)
Asia/Pacific
China Shanghai Behr Thermal Systems Co., Ltd. Shanghai
Nanjing
50 Shanghai Sanden Behr Automotive Air Conditioning Co Ltd 50 HVAC Module,
Engine Cooling Parts
China Shenyang Behr Automotive Thermal Systems Co., Ltd. Shenyang 50 Air Conditioner
China Shanghai Sanden Behr Automotive Air Conditioning Co., Ltd. Shanghai 17.5 Shanghai Automotive 38.5,
Sanden Corporation 35,
Shanghai Longhua Industrial Co Ltd 9
Shanghai VW, Shanghai GM,
FAW (FAW),
FAW VW
Compressor
China Dongfeng Behr Thermal Systems Co., Ltd. Wuhan
Shiyan
50 Dongfeng Motor Co.,Ltd. 50 Nissan, Volvo,
Dongfeng Peugeot-Citroen
HVAC Module,
Heat Exchange Devices
China MAHLE Behr Thermal Systems (Jinan) Co., Ltd. Jinan 100 China National Heavy Duty Truck Group
(CNHTC)
Air Conditioner Parts,
Engine Cooling Equipment
India MAHLE Behr India Ltd. Pune
Sanand
60 Anand Automotive Systems 40 Tata Motors,
Mahindra & Mahindra,
GM, Renault, Eicher Motors
HVAC Module,
Engine Cooling Module,
Condenser
Japan MAHLE Behr Japan Tokyo 100 R&D
Korea MAHLE Behr Korea Inc. Busan 100
Korea SHB Automotive Module Co., Ltd Seosan
Hwaseong
Ulsan
SL Corporation (Korea) 50 Hyundai, Kia Front-end Module Assembly
The Americas
Brazil MAHLE Behr Gerenciamento Termico Brasil Ltda. Aruja (Sao Paulo)
Jundiai
GM, Renault, VW Air Conditioner Parts
Mexico MAHLE Behr Mexico S.A. de C.V. Ramos Arizpe 100 BMW, Chrysler, GM, Daimler Air Conditioner,
Compressor
U.S. MAHLE Behr USA Inc. Troy (MI) 100 R&D
U.S. MAHLE Behr Dayton L.L.C. Dayton (OH)
Duncan (SC)
100 HVAC Module Assembly,
Condenser,
Heater Core
U.S. MAHLE Behr Charleston Inc. Charlston (SC) 100 Module Assembly,
Radiator
Europe
Czech Republic MAHLE Behr Czech s.r.o. Mnichovo Hradiste 100 Porsche, VW HVAC Module,
Engine Cooling Module
France MAHLE Behr France Rouffach S.A.R.L. Rouffach 100 PSA, Audi, Mercedes-Benz,
Chrysler, Renault, BMW, GM, Porsche, Opel, Smart, VW, Volvo
HVAC Module,
Engine Cooling Parts
France MAHLE Behr France Hambach S.A.R.L. Hambach Cedex 100 Mercedes-Benz, PSA, Opel, BMW, Smart Condenser
Germany MAHLE Behr Kirchberg GmbH Kirchberg 100 Volvo, MAN, GM, VW HVAC Module,
Heater Unit (Commercial Vehicles)
Germany MAHLE Kornwestheim GmbH Kornwestheim 100 Scania, MAN, VW, Audi, Daimler Thermo Control System
Germany Behr-Hella Thermocontrol GmbH Lippstadt 50 Hella 50 Control Unit,
Control Panel
Spain MAHLE Behr Spain S.A. Barceloca
Montblanc
100 HVAC Module,
Condenser,
Engine Cooling Parts
Africa
South Africa MAHLE Behr South Africa (Pty.) Ltd. Durban
Port Elizabeth
100 BMW, VW, Nissan, Fiat Air Conditioner
Hanon Systems Corporation (Korea)
Asia/Pacific
China Hanon Systems (Beijing) Co., Ltd. Beijing 80 Beijing Hainachuan Automotive Parts (BAW) 20 Beijing Hyundai,
Dongfeng Yueda Kia,
Hawtai Motor,
Changan Automobile
Condenser,
Evaporator,
Heater Core,
HVAC Module,
Radiator
China Halla Visteon Climate Control (Nanchang) Co., Ltd. Nanchang 80.9 Jiangling Motors 19 Jiangling Motors, Changan Ford, Mazda,
Beijing Benz, FAW
Fluid Transport,
Air Conditioner ASSY
China Hanon Systems (Dalian) Co., Ltd. Dalian 100 Beijing Hyundai, Changan Ford/Mazda, GM Compressor
China Hanon Systems (Shanghai) Co., Ltd. Shanghai 100 Sales, R&D, Procurement
China Jie Xi Si (Nanjing) Automotive Climate Control Co., Ltd. Nanjing 51 Japan Climate Systems Changan Ford Condenser
China FAWER Visteon Climate Control System (Changchun) Company Limited Changchun 50 FAWER Automotive Parts 50 FAW VW, FAW Car Company,
FAW Haima Chery Automobile
Heater Core,
Radiator, HVAC
China Halla Visteon Climate Control (Jinan) Co., Ltd. Jinan 99.7 Air Conditioner Parts
China Hanon Systems (Chongqing) Co., Ltd. Chongqing 100 Air Conditioner
China Hanon Systems (Yancheng) Co., Ltd. Yancheng 100 Air Conditioner
China Bonaire Automotive Electrical System Co., Ltd. Wuhu 37.5 Wuhu Ruitai Automobile Parts Chery HVAC,
Engine Cooling Module
India Visteon Automotive Systems India Private Ltd. Chennai 100 Ford India,
Toyota Kirloska,
Hyundai India, VW, SEAT
Condenser,
A/C Hose,
HVAC Module,
Intercooler
India Hanon Climate Systems India Private Limited Rajasthan 61 Maruti Suzuki Maruti Suzuki India,
Ford
EGR System,
Fuel Supply Module,
Heater Core,
Intercooler,
Radiator,
Engine Cooling Module
Japan Japan Climate Systems Corporation Higashihiroshima
Yamaguchi
33.3 Panasonic 33.3,
Mazda 33.3
Air Conditioner System,
Condenser,
Evaporator,
Heater Core
Korea Hanon Systems Corp. Ulsan Hyundai, Kia Front-end Module,
HVAC Module
Pyeongtack Compressor
Daejeon Condenser,
Evaporator Core,
Heater Core,
Radiator
Thailand Hanon Systems (Thaliand) Co. Ltd. Rayong 100 Compressor,
Evaporator,
Heater Core,
HVAC Module,
Intercooler,
Radiator
Malaysia Japan Climate Systems Malaysia SDN. BHD. Penang
The Americas
Brazil Hanon Systems Climatização do Brasil Indústria e Comércio Ltda. Atibaia,
Sao Paulo
99 HVAC
Canada Hanon Systems Canada Inc. Belleville (ON) 100 Ford, GM, Volvo, VW, Audi Compressor Clutch,
A/C Hose,
HVAC Module
Mexico Coclisa S.A. de C.V. Ciudad
Juarez-Chihuahua
100 Ford,
Auto Alliance International (AAI)
Compressor,
Condenser,
Heater Core,
Radiator
Climate Systems Mexicana, S.A. de C.V. Querétaro HVAC Module
J CLIMA SISTEMAS MEXICO S.A de C.V. El Salto
U.S. Hanon Systems Alabama Corp. Shorter (AL) 100 Hyundai Front-end Module,
HVAC Module
Europe
Czech Republic Hanon Systems Autopal s.r.o. Novy Jicin 100 Air Conditioner Hose,
Accumulator
Hluk 100 Air/Water Type Charge Air Cooler,
Low-temperature Radiator,
EGRCooler
France Hanon Systems Charleville SAS Charleville 100 Canister,
Climate Control,
Air Induction System,
HVAC
Hungary Hanon Systems Hungary Kft. Szekesfehervar 100 Compressor,
Fuel Supply Module,
Fuel Pump,
Fuel Tank,
Ignition Coil
Portugal Hanon Systems Portugal, S.A. Palmela 100 Compressor
Russia Hanon Systems Rus LLC Togliatti 100 Cleaning Module,
HVAC
Slovakia Hanon Systems Slovakia s.r.o. Ilava 100 HVAC Module,
Radiator
Turkey Hanon Automotive Climate Sys.
Manufacturing Industrial and Commercial Co.
Gebze (Kocaeli) 100 Hyundai, Ford, Volvo Cleaning Module,
HVAC
U.K. Hanon Systems UK Limited Chelmsford
Germany Hanon Systems Deutschland GmbH Kerpen
Hanon Systems Southern Germany GmbH Hockenheim
The Netherlands Hanon Systems Netherlands Coöperatief U.A. Heerlen
Modine Manufacturing Company (U.S.)
Asia/Pacific
China Modine Thermal Systems (Shanghai) Co., Ltd. Shanghai 100 Bus Air Conditioner
China Modine Thermal Systems (Changzhou) Co., Ltd. Changzhou 100 Volvo, BMW,
Mercedes-Benz, VW
Oil Cooler,
Air Cooler,
EGRCooler
India Modine Thermal Systems Private Limited Sriperumbudur 100 Daimler Bus Air Conditioner,
Charge Air Cooler
Japan Nikkei Heat Exchanger Company Shizuoka 50 Nippon Light Metal Company 50 Suzuki, Denso, Calsonic Kansei, Mitsubishi Heavy Industries, Valeo Condenser
The Americas
Brazil Modine Brazil Guarulhos Guarulhos
Mexico Modine Transferencia de Calor, SA de V Nuevo Laredo Oil Cooler,
Radiator
U.S. Modine Manufacturing Company
HQ and R&D Center
Racine (WI) R&D
U.S. Modine Manufacturing Company
Trenton Plant
Trenton (MO) Chrysler, Paccar Aluminum Radiator,
Cleaning Module
Europe
Austria Modine Austria GmbH Kottingbrunn 100 Condenser,
Radiator,
Oil Cooler,
Cleaning Module
Germany Modine Europe GmbH Filderstadt-
Bonlanden
Hungary Modine Hungaria Kft. Gyongyos
Mezokovesd
Italy Modine Pontevico S.R.L. Pontevico
(Brescia)
100 Radiator,
Charge Air Cooler,
Oil Cooler,
Cleaning Module
Air International Thermal Systems (Australia)
Asia/Pacific
Australia Air International Thermal Systems Port Melbourne Ford, GM Holden HQ, R&D
China Air International (Shanghai) Co., Ltd. Shanghai 100 Shenyang Brilliance Jinbei Automobile,
FAW Haima Automobile, Shanghai GM, GM,
Nanjing Iveco, Dongfeng Liuzhou Motor,
Changan Ford Mazda
Air Conditioner,
HVAC Module,
Engine Cooling Equipment
R&D
China South Air International Co., Ltd. Chongqing Changan Automobile Changan Automobile, BAIC Motor,
Geely Automobile
Radiator, HVAC,
Condenser
India Air International India Pune 50 Tata Toyo Radiator Ltd. HVAC
Thailand Air International Thermal Systems (Thailand) Ltd. Rayong 100 Air Conditioner,
HVAC Module,
Engine Cooling Equipment
The Americas
U.S. Air International (USA) Inc. Auburn Hills (MI) GM, Opel, Ford Cleaning Module,
Radiator, HVAC
U.S. Air International Thermal Systems Decatur (IL) R&D



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