Analysis Report: Lighting (U.S./E.U. Markets)

Trends among major suppliers

2017/11/10

List of Suppliers

Magneti Marelli S.p.A. (Automotive Lighting) HELLA GmbH & Co. KGaA Valeo Varroc Lighting Systems

View (Japanese Market Report) Here



Introduction

Automobile lights are an important component, in terms of the legal safety requirements for driving on public roads as well as their role in the aesthetics of the vehicle. In the early eras of automobiles most lights were filament bulb types, but as the technology of vehicles improved various other types have emerged, such as halogen lamps, high-intensity discharge (HID) bulbs, and gas-discharge lamps. Most recently light emitting diode (LED) lamps are becoming the norm, as they are in households, due to their benefits in saving energy, lifespan, white light colour, and rapid response.

The most recognizable lighting system in automobiles is surely the headlights, which serve the dual function of emitting light so that the driver can see the surroundings, and so that other drivers and pedestrians can be made aware of the presence of the vehicle. Many technologies have recently appeared that contribute to the functionality of vehicle headlights. One of these developments was the Adaptive Front-Lighting System (AFS). The system shifts the headlights in the direction of steering; making sure that there is sufficient light to see the road ahead of the vehicle. This system was initially installed only on luxury vehicles, but adoption was eventually expanded to cover most passenger vehicles in recent years.

This report deals with three categories of automobile lighting devices: headlights, AFS, and rear lights/rear combination lights. High mounted stop lamp, reflectors, number plate lamps, and interior lamps are not detailed.



Ⅰ. Overview

Four groups supply makers in the U.S. and Europe with all of the three lighting products detailed in this report. Among them, the top three are: Magneti Marelli/Automotive Lighting, HELLA and Valeo (including Japanese subsidiary Ichikoh Industries). American Varroc Lighting, Austrian Zizala Lichsysteme, Japanese Koito Manufacturing, and Korean Hyundai Mobis all perform only supplementary supply of headlights and rear lights. Magneti Marelli supplies almost all U.S. and European auto makers. HELLA is holding onto business with European makers, excepting Fiat, but is suffering under intense competition in the U.S. Valeo expects synergies to increase with its acquisition of Ichikoh Manufacturing, and currently has a good position with the French OEMs, but there are concerns about business with Fiat and Daimler. Koito Manufacturing is currently fighting for contracts with U.S. makers.

The following section lays out the characteristics, trends, and supply status of the major U.S. and European lighting suppliers in more detail.



Ⅱ. Global development of lighting suppliers (U.S./E.U. companies)

1) Business and Facilities

Magneti Marelli S.p.A. (Automotive Lighting)

  • A major supplier of automotive systems and components, and a subsidiary of Fiat-Chrysler Autmobiles (FCA) group.
  • Supplies a wide range of makers in Europe, the U.S., South America, and Asia, but sales to parent FCA comprise about 31% of total (in December 2016).
  • Operations are divided into eight divisions, including automotive lights, powertrains, electronic systems, suspension systems, and exhaust systems.
  • Automotive Lighting was established as a 50/50 joint venture between Magneti Marelli and Robert Bosch in 1999. With Magneti Marelli’s 2003 acquisition of large rear light supplier Seima, Automotive Lighting was turned into a wholly owned subsidiary.
  • The company mainly produces in Italy, Germany, France, and other Western European countries, and has started operations in the Czech Republic and Turkey more recently. It has a close relationship with European OEMs, and has also obtained orders from GM in the U.S. Investments into emerging markets such as China, Brazil, and Russia are progressing.
    • A new joint venture subsidiary called Changchun Magneti Marelli Automotive Lighting System Co., Ltd. was set up in China in June 2017 for production and sales of automotive lights. The joint venture partner is Changchun Fudi Equipment Technology Development, and the plans for the new business were announced in December 2015.
      • The total size of the subsidiary’s plant is 30,000 square meters, 17,000 of which are occupied by production lines for LED headlights and rear lights.
      • Most components will be supplied to FAW VW and BMW, with some going to other OEM makers. The planned annual production levels for 2019 are 1 million LED headlight units and 500,000 LED rear light units.
      • 100 employees are currently working at the plant, but that number is expected to rise to 800 by 2019.
    • The company established an assembly plant for LED modules in Juarez, Mexico.
      • The number of employees at the time of the establishment was 115, rising to 165 in 2016, and expected to be 400 by the end of 2017.
      • The share of the North American LED headlight segment was 20% in 2016, with the company aiming for a 50% share by 2020.
    • The company announced in January 2017 its intention to invest USD 35 million in its existing plant in Oakland, Michigan to upgrade production equipment for headlights.
      • The new operations will bring in 360 new jobs over the next five years.
      • The company received a USD 2 million subsidy from the Michigan Business Development Program for the project.
    • The company announced plans to upgrade the Automotive Lighting facility in Tolmezzo, Italy in December 2016. This will entail adding a new 5,000 square meter production area for LED rear lights to the facility. New production lines for electronic circuits and a design center for rear illumination electronics were also announced.

 

HELLA

  • A longstanding German supplier in the automotive lighting industry that handles lighting and electronics product/system development and production. The company was registered on the Frankfurt and Luxembourg stock exchanges in November 2014.
  • Automotive lighting products and systems contributed 43% of the company’s total sales numbers in May 2016. The global share of the segment is 12%.
  • The company expanded production to overseas locations relatively early, and has bases in Europe, the Americas, and Asia/Pacific. The company is also actively expanding in the front end module segment, and has established a joint venture called Hella Behr Plastic Omnium with Behr and Compagnie Plastic Omnium for cooling components.
  • Established HELLA-BHAP Lighting as a joint venture with BAIC subsidiary Beijing HAICHUAN Automotive Parts in April 2017. The new plant is located in Wuqing near Tianjin, and will start operations in October 2017. 250 people are employed at the plant, which has an annual production capacity of 1.2 million headlight units. The company’s mid-term plans include expansion of the facility to triple output and make other types of lighting products.
  • The company opened an R&D center for automotive lighting technology in Sindelfingen, Germany in February 2017. The facility is set to develop new LED products for clients in southern Germany. 20 people will initially be employed, rising to 100 sometime in the near future.

 

Valeo

  • A large French automotive supplier made up of four business divisions. Lighting products are handled by the Visibility Systems division.
  • Lighting sales contribute 28% of company totals.
  • Mostly supplies French and German auto makers. Subsidiary Ichikoh Industries handles most of the business in Japan and South-East Asia.
  • Held an IPO in November 2016 to raise funds with the goal of acquiring Ichikoh Industries. The process was completed in January 2017, giving Valeo a 55.08% stake in the new subsidiary.

 

Varroc Lighting Systems

  • Varroc Group acquired the lighting business from American Visteon in 2012, and has been a system supplier since then.
  • Supplies GM, Ford, Daimler, VW, Peugeot, Opel, Land Rover, and other makers from production plants in India, Mexico, Czech Republic, and China.

Varroc has been working on a new technology for automatically switching between high and low beam called adaptive driving beam (ADB), which it expects to equip on European models in 2017. Some models in Europe and Japan have already adopted the system. Toyota and other OEMs are currently moving to obtain approval from the U.S. National Highway Traffic Safety Administration to use modified ABD systems, and Varroc is participating in the procedure.

Production Plant / R&D Facility

Magneti Marelli
(Automotive Lighting)
HELLA KGaA Hueck & Co. Valeo S.A. Varroc Lighting Systems
Asia/Pacific
China Production Plant
R&D Facility
Production Plant
R&D Facility
Production Plant
R&D Facility
Production Plant
R&D Facility
India Production Plant Production Plant Production Plant Production Plant
R&D Facility
Malaysia Production Plant
Korea Production Plant
Americas
U.S. Production Plant
R&D Facility
R&D Facility Production Plant R&D Facility
Mexico Production Plant Production Plant Production Plant Production Plant
R&D Facility
Brazil Production Plant Production Plant
Argentina Production Plant
Europe
Germany Production Plant Production Plant
R&D Facility
Production Plant
R&D Facility
R&D Facility
Spain Production Plant Production Plant
France Production Plant Production Plant
R&D Facility
R&D Facility
Italy Production Plant
R&D Facility
Production Plant
Belgium Production Plant
Poland Production Plant Production Plant
Czech Republic Production Plant Production Plant Production Plant
R&D Facility
Turkey Production Plant Production Plant
Slovakia Production Plant
Romania Production Plant
Finland Production Plant
U.K. R&D Facility

Note: Only lighting and lighting related facilities shown.

2) Chart of Ownership/Investment





Ⅲ. List of lighting suppliers and their customers (U.S./E.U. produced models)

H: Headlight、A: AFS、R: Rear lights


 
Suppliers
Magneti Marelli HELLA KGaA Hueck & Co. Valeo S.A. Varroc Lighting System Koito/North American Lighting
(Automotive Lighting)   (Ichikoh Manufacturing)    
OEMs Alfa Romeo
H, A, R
       
Audi
H, R

A, R

H, R
   
BMW
H, R

H, R

H
   
Chrysler
H, R
   
R
 
Citroen
H, R
 
H

H, R
 
Daimler
H, A, R

H, R
 
R
 
Fiat
H, R
       
Ford
R
 
H

H, R

H
GM
H, A, R
 
H
 
R
Peugeot
H, R
 
H

R

R
Renault
H, R
 
H
 
H
Volkswagen
H, R
 
H, A
   


Ⅳ. List of equipment by maker and model

Lighting Systems

Region OEMs Model Name MY Headlight AFS Rear Light
Europe Alfa Romeo 4C 2014 Automotive Lighting   Automotive Lighting
Europe Alfa Romeo 4C Spider 2016 Magneti Marelli   Magneti Marelli
Europe Alfa Romeo Giulia 2017 Magneti Marelli Magneti Marelli Magneti Marelli
Europe Alfa Romeo Giulia Quadrifoglio 2016 Magneti Marelli   Magneti Marelli
Europe Alfa Romeo Giulietta Quadrifoglio Verde 2014 Magneti Marelli   Magneti Marelli
Europe Alfa Romeo Stelvio 2017 Magneti Marelli    
Europe Audi A3 (Hungary) 2016 Valeo    
Europe Audi A4 2016 Automotive Lighting
Magneti Marelli
  Automotive Lighting
HELLA
Europe Audi A4 Avant 2016 Magneti Marelli    
Europe Audi A6 2016     Valeo
Europe Audi A7 2014   HELLA HELLA
Europe Audi Q2 2017     Ichikoh Manufacturing
Americas Audi Q5 2016 Magneti Marelli    
Europe Audi Q7 (Slovakia) 2016 Zizala Lichtsysteme (ZKW)    
Europe Audi R8 2017 Magneti Marelli    
Europe Audi RS3 2015 Magneti Marelli    
Europe Audi RS4 Avant Nogaro Selection 2014 Magneti Marelli    
Europe Audi RS5 2017 Magneti Marelli    
Europe Audi TT 2014 Magneti Marelli   Magneti Marelli
Europe Audi TT Roadster 2015 Magneti Marelli    
Europe Audi TT3 (Hungary) 2015 Automotive Lighting
Magneti Marelli
   
Europe BMW 2 Series 2014 Automotive Lighting
Magneti Marelli
   
Europe BMW 2 Series Active Tourer 2015 Magneti Marelli   Magneti Marelli
Europe BMW 3 Series 2016 HELLA   HELLA
Europe BMW 4 Series 2014 Automotive Lighting
Magneti Marelli
   
Europe BMW 5 Series 2017     Truck-Lite Europe
odelo
Europe BMW 7 Series 2015     Automotive Lighting
Truck-Lite Europe
Magneti Marelli
Europe BMW i3 2016 Valeo    
Europe BMW i8 2016 Valeo
Zizala Lichtsysteme (ZKW)
   
Europe BMW MINI 5 DOOR (UK) 2014 Valeo    
Europe BMW X3 2017 Magneti Marelli    
Europe BMW X5 2015 Automotive Lighting   HELLA
Americas BMW X5 (USA) 2014 Automotive Lighting    
Americas Chrysler Dodge Challenger (Canada) 2016     Varroc Lighting System
Americas Chrysler Jeep Cherokee 2017 Magneti Marelli   Hyundai Mobis Co., Ltd.
Americas Chrysler Jeep Compass 2017 Magneti Marelli   Magneti Marelli
Europe Chrysler Jeep Renegade (Italy) 2015 Magneti Marelli   Magneti Marelli
Americas Chrysler Pacifica (Canada) 2016 Magneti Marelli   Magneti Marelli
Europe Citroen C4 Picasso (Spain) 2014     Automotive Lighting
Europe Citroen DS3 2016 Valeo Automotive Lighting Varroc Lighting System
Europe Citroen DS5 2015 Varroc Lighting System Automotive Lighting  
Europe Citroen DS7 Crossback 2017 Magneti Marelli   Magneti Marelli
Europe Daimler Mercedes-Benz B-Class 2015 Automotive Lighting
Magneti Marelli
   
Europe Daimler Mercedes-Benz C-Class 2015 Automotive Lighting
Magneti Marelli
Magneti Marelli  
Europe Daimler Mercedes-Benz C-Class Cabriolet 2016 Magneti Marelli    
Europe Daimler Mercedes-Benz CLA-Class Shooting Brake 2014 Magneti Marelli   Magneti Marelli
Europe Daimler Mercedes-Benz CLS-Class 2014 Automotive Lighting   Automotive Lighting
Europe Daimler Mercedes-Benz E-Class 2017 HELLA   Magneti Marelli
Europe Daimler Mercedes-Benz G-Class (Austria) 2016 HELLA    
Europe Daimler Mercedes-Benz GLA-Class 2014 Automotive Lighting    
Americas Daimler Mercedes-Benz GLE 500 e (USA) 2016     Varroc Lighting System
Americas Daimler Mercedes-Benz GLE Coupe (USA) 2015 Magneti Marelli    
Europe Daimler Mercedes-Benz S500 Plug-in Hybrid 2015 Magneti Marelli    
Europe Daimler Mercedes-Benz S-Class 2017 Magneti Marelli    
Europe Daimler Mercedes-Benz V-Class 2014 HELLA   HELLA
Europe Fiat 500 (Poland) 2016 Automotive Lighting   Automotive Lighting
Europe Fiat 500S (Poland) 2016 Magneti Marelli   Magneti Marelli
Europe Fiat 500X 2015 Magneti Marelli    
Europe Fiat Tipo (Turkey) 2016 Magneti Marelli   Magneti Marelli
Americas Ford Edge (Canada) 2016 Valeo   Magneti Marelli
Americas Ford Edge (USA) 2015 Valeo   Magneti Marelli
Americas Ford Focus 2014 Varroc Lighting System   Varroc Lighting System
Americas Ford Lincoln MKX (Canada) 2015 North American Lighting    
Americas Ford Lincoln MKZ (Mexico) 2014     Tecnologia de Iluminacion Automotriz
Americas Ford Mondeo (USA) 2015     Magneti Marelli
Americas Ford Mustang (USA) 2015 Koito Industries
North American Lighting
   
Americas Ford S-Max MPV 2015     Magneti Marelli
Americas GM Cadillac CTS 2014 Automotive Lighting    
Americas GM Cadillac Escalade 2016 Valeo    
Americas GM Cadillac XTS (Canada) 2012   Magneti Marelli  
Americas GM Chevrolet Camaro (Canada) 2016 Magneti Marelli    
Americas GM Chevrolet Corvette 2014 Valeo    
Americas GM Chevrolet Suburban 2014 Magna International   North American Lighting
Americas GM Chevrolet Traverse 2018 Magna International    
Americas GM Chevrolet Volt 2016 Magneti Marelli   Magneti Marelli
Americas GM GMC Yukon XL (USA) 2014 Magna International   North American Lighting
Europe Peugeot 208 2014     Varroc Lighting System
Europe Peugeot 308 Gti 2015 Magneti Marelli   Magneti Marelli
Europe Peugeot 508 2016 Valeo   Koito Industries
Europe Renault Clio RS 2014 Magneti Marelli    
Europe Renault Espace 2016 Valeo
Ichikoh Manufacturing
   
Europe Renault Kangoo 2015 Koito Industries    
Europe Renault Megane (Spain) 2016     Magneti Marelli
Europe Volkswagen Golf VII 2013 Valeo Valeo Automotive Lighting
Europe Volkswagen Golf Sportsvan 2014     Magneti Marelli
Europe Volkswagen Passat 2017 Magneti Marelli
Valeo
Valeo Automotive Lighting
Magneti Marelli
Europe Volkswagen Passat 1.4 TSI Comfortline 2016 Valeo   HELLA
Europe Volkswagen Touran 2015 Automotive Lighting    

Note: AFS = Adaptive Front-Lighting System

Headlight

Region OEMs Model Name MY Supplier Parts Name
Europe Alfa Romeo 4C (Italy) 2014 Automotive Lighting Reutlingen GmbH Xenon Headlight
Europe Alfa Romeo 4C Spider (Italy) 2016 Magneti Marelli S.p.A. Xenon Headlight
Europe Alfa Romeo Giulia 2017 Magneti Marelli S.p.A. Halogen Headlight
Europe Alfa Romeo Giulia Quadrifoglio (Italy) 2016 Magneti Marelli S.p.A. Headlight
Europe Alfa Romeo Giulietta Quadrifoglio Verde 2014 Magneti Marelli S.p.A. Headlight
Europe Alfa Romeo Stelvio 2017 Magneti Marelli S.p.A. Xenon Headlight
Europe Audi A3 (Hungary) 2016 Valeo Group Matrix beam Headlight
Europe Audi A4 (Germany) 2016 Automotive Lighting Reutlingen GmbH Matrix LED Headlight
Europe Audi A4 (Germany) 2016 Magneti Marelli S.p.A. Bi-Xenon 25WHeadlight
Europe Audi A4 (Germany) 2016 Magneti Marelli S.p.A. LED Headlight
Americas Audi Q5 2016 Magneti Marelli S.p.A. Bi-Xenon HID Lamp
Americas Audi Q5 2016 Magneti Marelli S.p.A. LED Headlight
Europe Audi Q7 (Slovakia) 2016 Zizala Lichtsysteme GmbH (ZKW) Headlight LED Light Module
Europe Audi R8 2017 Magneti Marelli S.p.A. LED Headlight
Europe Audi RS4 Avant Nogaro Selection 2014 Magneti Marelli S.p.A. Bi-Xenon Headlight
Europe Audi RS4 Avant Nogaro Selection 2014 Magneti Marelli S.p.A. LED Headlight
Europe Audi RS5 2017 Magneti Marelli S.p.A. Xenon Headlight
Europe Audi RS5 2017 Magneti Marelli S.p.A. LED Headlight
Europe Audi TT 2014 Magneti Marelli S.p.A. Xenon Headlight
Europe Audi TT 2014 Magneti Marelli S.p.A. LED Headlight
Europe Audi TT Roadster (Germany) 2015 Magneti Marelli S.p.A. Headlight
Europe Audi TT3 (Hungary) 2015 Magneti Marelli S.p.A. LED Headlight
Europe Audi TT3 (Hungary) 2014 Automotive Lighting Reutlingen GmbH Matrix LED Headlight
Europe BMW 2 Series 2014 Magneti Marelli S.p.A. Halogen Headlight
Europe BMW 2 Series 2014 Magneti Marelli S.p.A. LED Headlight
Europe BMW 2 Series (Germany) 2014 Automotive Lighting Reutlingen GmbH LED Headlight
Europe BMW 2 Series Active Tourer (Germany) 2015 Magneti Marelli S.p.A. Halogen Headlight
Europe BMW 2 Series Active Tourer (Germany) 2015 Magneti Marelli S.p.A. Bi-Xenon Headlight
Europe BMW 3 Series (Germany) 2016 HELLA KGaA Hueck & Co. LED Headlight
Europe BMW 4 Series 2014 Automotive Lighting Reutlingen GmbH Headlight
Europe BMW 4 Series 2014 Magneti Marelli S.p.A. Halogen Headlight
Europe BMW 4 Series 2014 Magneti Marelli S.p.A. Bi-Xenon Headlight
Europe BMW i3 (Germany) 2016 Valeo Group BiLED Headlight
Europe BMW i8 (Germany) 2016 Valeo Group BiLED Headlight
Europe BMW i8 (Germany) 2014 Zizala Lichtsysteme GmbH (ZKW) Laser Light
Europe BMW MINI 5 DOOR (UK) 2014 Valeo Group Headlight
Europe BMW X3 2017 Magneti Marelli S.p.A. LED Lamp
Europe BMW X5 2015 Automotive Lighting Brotterode GmbH Halogen Headlight
Europe BMW X5 2015 Automotive Lighting Brotterode GmbH LED Headlight
Europe BMW X5 2015 Automotive Lighting Brotterode GmbH Xenon Headlight
Americas BMW X5 (USA) 2014 Automotive Lighting - Pulaski Halogen Headlight
Americas BMW X5 (USA) 2014 Automotive Lighting - Pulaski Xenon Headlight
Americas BMW X5 (USA) 2014 Automotive Lighting - Pulaski Bi-Xenon Headlight
Americas BMW X5 (USA) 2014 Automotive Lighting - Pulaski LED Headlight
Americas Chrysler Jeep Cherokee 2014 Magneti Marelli S.p.A. Halogen Headlight
Americas Chrysler Jeep Cherokee 2014 Magneti Marelli S.p.A. Bi-Xenon Headlight
Americas Chrysler Jeep Cherokee 2014 Magneti Marelli S.p.A. LED Headlight
Americas Chrysler Jeep Compass 2017 Magneti Marelli S.p.A. Halogen Headlight
Europe Chrysler Jeep Compass 2017 Magneti Marelli S.p.A. Xenon Headlight
Europe Chrysler Jeep Renegade (Italy) 2015 Magneti Marelli S.p.A. Xenon Headlight
Americas Chrysler Pacifica (Canada) 2016 Magneti Marelli S.p.A. Halogen Headlight
Americas Chrysler Pacifica (Canada) 2016 Magneti Marelli S.p.A. Xenon Headlight
Europe Citroen DS3 (France) 2016 Valeo Group High-beam LED Module (Xenon Bulb)
Europe Citroen DS5 (France) 2014 Varroc Lighting System (India) Pvt. Ltd. Headlight
Europe Citroen DS7 Crossback 2017 Magneti Marelli S.p.A. LED Headlight
Europe Daimler Mercedes-Benz B-Class (Germany) 2015 Automotive Lighting Reutlingen GmbH Full LED Headlight
Europe Daimler Mercedes-Benz B-Class (Germany) 2015 Magneti Marelli S.p.A. Headlight
Europe Daimler Mercedes-Benz C-Class (Germany) 2015 Magneti Marelli S.p.A. Headlight
Europe Daimler Mercedes-Benz C-Class (Germany) 2015 Magneti Marelli S.p.A. Halogen Headlight
Europe Daimler Mercedes-Benz C-Class (Germany) 2015 Magneti Marelli S.p.A. LED Headlight
Europe Daimler Mercedes-Benz C-Class (Germany) 2014 Automotive Lighting Reutlingen GmbH Full LED Headlight
Europe Daimler Mercedes-Benz C-Class Cabriolet (Germany) 2016 Magneti Marelli S.p.A. Halogen Headlight
Europe Daimler Mercedes-Benz C-Class Cabriolet (Germany) 2016 Magneti Marelli S.p.A. LED Headlight
Europe Daimler Mercedes-Benz CLA-Class Shooting Brake 2014 Magneti Marelli S.p.A. Halogen Headlight
Europe Daimler Mercedes-Benz CLA-Class Shooting Brake 2014 Magneti Marelli S.p.A. Bi-Xenon Headlight
Europe Daimler Mercedes-Benz CLS-Class (Germany) 2014 Automotive Lighting Reutlingen GmbH Multi-beam LED Headlight
Europe Daimler Mercedes-Benz E-Class 2017 HELLA KGaA Hueck & Co. Multi-beam LED Headlight
Europe Daimler Mercedes-Benz G-Class (Austria) 2016 HELLA KGaA Hueck & Co. Headlight
Europe Daimler Mercedes-Benz GLA-Class 2014 Automotive Lighting Brotterode GmbH Headlight
Europe Daimler Mercedes-Benz GLA-Class (Germany) 2014 Automotive Lighting Reutlingen GmbH Headlight
Americas Daimler Mercedes-Benz GLE Coupe (USA) 2015 Magneti Marelli S.p.A. Halogen Headlight
Europe Daimler Mercedes-Benz S500 Plug-in Hybrid (Germany) 2015 Magneti Marelli S.p.A. Headlight
Europe Daimler Mercedes-Benz S-Class 2017 Magneti Marelli S.p.A. LED Lamp
Europe Daimler Mercedes-Benz V-Class (Germany) 2014 HELLA KGaA Hueck & Co. LED Headlight
Europe Fiat 500 (Poland) 2016 Automotive Lighting Reutlingen GmbH Headlight
Europe Fiat 500S (Poland) 2016 Magneti Marelli S.p.A. Headlight
Europe Fiat 500X (Italy) 2015 Magneti Marelli S.p.A. Headlight
Europe Fiat Tipo (Turkey) 2016 Magneti Marelli S.p.A. Headlight
Americas Ford Edge (Canada) 2016 Valeo Group BiLED Headlight
Americas Ford Edge (Canada) 2014 Valeo Group Halogen Headlight
Americas Ford Edge (Canada) 2014 Valeo Group Xenon Headlight
Americas Ford Edge (USA) 2015 Valeo Group Headlight (Halogen & Xenon )
Americas Ford Focus 2014 Varroc Lighting System (India) Pvt. Ltd. Headlight
Americas Ford Focus 2014 Varroc Lighting System (India) Pvt. Ltd. Bi-Xenon Headlight (LED Daylight Running Lamp(DRL))
Americas Ford Lincoln MKX (Canada) 2015 North American Lighting, Inc. - Forward Lighting Operations (Flora, IL) LED Headlight
Americas Ford Lincoln MKX (Canada) 2015 North American Lighting, Inc. - Forward Lighting Operations (Flora, IL) HIDHeadlight
Americas Ford Mustang (USA) 2015 Koito Industries Headlight
Americas Ford Mustang (USA) 2014 North American Lighting, Inc. Headlight
Americas GM Cadillac CTS (USA) 2014 Automotive Lighting Reutlingen GmbH HIDHeadlight
Americas GM Cadillac Escalade (USA) 2016 Valeo Group LED Hihg-beam (Omniblade)
Americas GM Chevrolet Camaro (Canada) 2016 Magneti Marelli S.p.A. Halogen Headlight
Americas GM Chevrolet Camaro (Canada) 2016 Magneti Marelli S.p.A. Xenon Headlight
Americas GM Chevrolet Corvette (USA) 2014 Valeo North America Headlight
Americas GM Chevrolet Suburban (USA) 2014 Magna International Inc. Headlight
Americas GM Chevrolet Traverse 2018 Magna International Inc. LED Headlight
Americas GM Chevrolet Volt (USA) 2016 Magneti Marelli S.p.A. LED Headlight
Americas GM Chevrolet Volt (USA) 2015 Magneti Marelli S.p.A. LED Headlight (Low-beam)
Americas GM Chevrolet Volt (USA) 2015 Magneti Marelli S.p.A. Halogen Headlight
Americas GM GMC Yukon XL (USA) 2014 Magna International Inc. Headlight
Europe Peugeot 308 GTi (France) 2015 Magneti Marelli S.p.A. Headlight
Europe Peugeot 508 (France) 2016 Valeo Group High and Low-beam 40mm LED module (Powerful LED)
Europe Renault Clio RS 2014 Magneti Marelli S.p.A. Xenon Headlight
Europe Renault Espace (France) 2016 Valeo Group High and Low-beam 40mm LED module (Powerful LED)
Europe Renault Espace (France) 2014 Ichikoh Manufacturing LED Headlight
Europe Renault Kangoo (France) 2015 Koito Industries Headlight
Europe Volkswagen Golf 7 (Germany) 2014 Valeo Group Xenon Headlight
Europe Volkswagen Passat 2017 Magneti Marelli S.p.A. LED Headlight
Europe Volkswagen Passat (Germany) 2016 Valeo Group Full LED Low Glare High-beam Lighting System
Europe Volkswagen Passat 1.4 TSI Comfortline (Germany) 2016 Valeo Group LED Headlight
Europe Volkswagen Touran (Germany) 2015 Automotive Lighting Reutlingen GmbH Full LED Headlight bi-e-light

AFS

Region OEMs Model Name MY Supplier Parts Name
Europe Alfa Romeo Giulia 2017 Magneti Marelli S.p.A. Adaptive Xenon Headlight
Europe Audi A7 (Germany) 2014 HELLA KGaA Hueck & Co. AFS (Adaptive Front-Lighting System) - LED
Europe Citroen DS5 (France) 2015 Automotive Lighting Reutlingen GmbH AFSBi-Xenon Headlight
Europe Daimler Mercedes-Benz C-Class (Germany) 2015 Magneti Marelli S.p.A. Adaptive LED Headlight
Americas GM Cadillac XTS (Canada) 2012 Magneti Marelli S.p.A. Xenon AFSHeadlight
Europe Volkswagen Golf 7 2013 Valeo Group AFS (Adaptive Front-Lighting System) - Xenon Lamp
Europe Volkswagen Passat 2014 Valeo Group Automatic Adjusting Headlight System

Rear Light

Region OEMs Model Name MY Supplier Parts Name
Europe Alfa Romeo 4C (Italy) 2014 Automotive Lighting Reutlingen GmbH LED Tail Lamp
Europe Alfa Romeo 4C Spider (Italy) 2016 Magneti Marelli S.p.A. LED Rear Tail Light
Europe Alfa Romeo Giulia 2017 Magneti Marelli S.p.A. LED Rear Light
Europe Alfa Romeo Giulia Quadrifoglio (Italy) 2016 Magneti Marelli S.p.A. Rear Light
Europe Alfa Romeo Giulietta Quadrifoglio Verde 2014 Magneti Marelli S.p.A. Rear Light
Europe Audi A4 (Germany) 2016 Automotive Lighting Reutlingen GmbH LED Tail Lamp
Europe Audi A4 (Germany) 2016 HELLA KGaA Hueck & Co. LED Rear Combination Lamp
Europe Audi A4 Avant (Germany) 2016 Magneti Marelli S.p.A. LED Rear Light
Europe Audi A6 (Germany) 2016 Valeo Group Laser/LED Rear Light
Europe Audi A7 (Germany) 2016 HELLA KGaA Hueck & Co. Rear Combination Lamp
Europe Audi Q2 2017 Ichikoh Manufacturing Rear Light
Europe Audi RS3 (Germany) 2015 Magneti Marelli S.p.A. LED Rear Light
Europe Audi TT (Europe) 2015 Magneti Marelli S.p.A. Rear Light
Europe BMW 2 Series Active Tourer (Germany) 2015 Magneti Marelli S.p.A. LED Rear Light
Europe BMW 3 Series (Germany) 2016 HELLA KGaA Hueck & Co. LED Rear Combination Lamp
Europe BMW 5 Series 2017 odelo GmbH Rear Light
Europe BMW 5 Series 2017 Truck-Lite Europe GmbH. Stop Lamp
Europe BMW 7 Series 2015 Automotive Lighting Brotterode GmbH Tail Lamp
Europe BMW 7 Series 2015 Truck-Lite Europe GmbH. Stop Lamp
Europe BMW 7 Series (Germany) 2016 Magneti Marelli S.p.A. LED Tail Lamp
Europe BMW X5 2015 HELLA KGaA Hueck & Co. LED Rear Light
Europe BMW X5 2015 HELLA KGaA Hueck & Co. Stop Light
Europe BMW X5 2014 HELLA KGaA Hueck & Co. Rear Combination Lamp
Americas Chrysler Dodge Challenger (Canada) 2016 Varroc Lighting System (India) Pvt. Ltd. Rear Combination Lamp
Americas Chrysler Jeep Cherokee 2017 Hyundai Mobis Co., Ltd. Rear Combination Lamp
Americas Chrysler Jeep Compass 2017 Magneti Marelli S.p.A. LED Rear Light
Europe Chrysler Jeep Renegade 2014 Magneti Marelli S.p.A. Rear Light
Americas Chrysler Pacifica (Canada) 2016 Magneti Marelli S.p.A. LED Rear Light
Europe Citroen C4 Picasso (Spain) 2014 Automotive Lighting Reutlingen GmbH LED Tail Lamp
Europe Citroen DS3 (France) 2014 Varroc Lighting System (India) Pvt. Ltd. Rear Light
Europe Citroen DS7 Crossback 2017 Magneti Marelli S.p.A. LED Rear Light
Europe Daimler Mercedes-Benz CLA-Class Shooting Brake 2014 Magneti Marelli S.p.A. LED Rear Light
Europe Daimler Mercedes-Benz CLS-Class (Germany) 2014 Automotive Lighting Reutlingen GmbH LED Tail Lamp
Europe Daimler Mercedes-Benz E-Class 2017 Magneti Marelli S.p.A. LED Rear Light
Europe Daimler Mercedes-Benz GLA-Class (Germany) 2014 Automotive Lighting Reutlingen GmbH Tail Lamp
Americas Daimler Mercedes-Benz GLE 500 e (USA) 2016 Varroc Lighting System (India) Pvt. Ltd. Rear Combination Lamp
Europe Daimler Mercedes-Benz V-Class (Germany) 2014 HELLA KGaA Hueck & Co. Rear Combination Lamp
Europe Fiat 500 (Poland) 2016 Automotive Lighting Reutlingen GmbH Tail Lamp
Europe Fiat 500S (Poland) 2016 Magneti Marelli S.p.A. Rear Light
Europe Fiat Tipo (Turkey) 2016 Magneti Marelli S.p.A. Rear Light
Americas Ford Edge (Canada) 2014 Magneti Marelli S.p.A. LED Rear Light
Americas Ford Edge (USA) 2015 Magneti Marelli S.p.A. LED Rear Light
Americas Ford Focus 2014 Varroc Lighting System (India) Pvt. Ltd. Rear Light
Americas Ford Lincoln MKZ (Mexico) 2014 Tecnologia de Iluminacion Automotriz S.A. de C.V. LED Rear Light
Americas Ford Mondeo (USA) 2015 Magneti Marelli S.p.A. LED Rear Light
Americas Ford S-Max MPV (USA) 2015 Magneti Marelli S.p.A. LED Rear Light
Americas GM Chevrolet Suburban (USA) 2014 North American Lighting, Inc. LED Rear Combination Lamp
Americas GM Chevrolet Volt (USA) 2015 Magneti Marelli S.p.A. LED Rear Light
Americas GM GMC Yukon XL (USA) 2014 North American Lighting, Inc. - Signal Lighting Operations (Salem, IL) LED Rear Combination Lamp
Europe Peugeot 208 2014 Varroc Lighting System (India) Pvt. Ltd. Rear Light
Europe Peugeot 208 (France) 2014 Varroc Lighting System (India) Pvt. Ltd. Rear Light
Europe Peugeot 308 GTi (France) 2015 Magneti Marelli S.p.A. LED Rear Light
Europe Peugeot 508 (France) 2015 Koito Industries Rear Light
Europe Renault Megane (Spain) 2016 Magneti Marelli S.p.A. LED Tail Lamp
Europe Volkswagen Golf VII (Germany) 2014 Automotive Lighting Reutlingen GmbH Tail Lamp
Europe Volkswagen Golf Sportsvan 2014 Magneti Marelli S.p.A. LED Rear Light
Europe Volkswagen Passat (Germany) 2016 Automotive Lighting Reutlingen GmbH LED Tail Lamp
Europe Volkswagen Passat (Germany) 2015 Magneti Marelli S.p.A. LED Rear Light
Europe Volkswagen Passat 1.4 TSI Comfortline (Germany) 2016 HELLA KGaA Hueck & Co. LED Rear Combination Lamp

Sourced from publicly available information, etc.



Ⅴ. Sales figures for lighting suppliers

Lighting Sales

%indicates amount of total sales contribution
(EUR millions) 2014 2015 2016 Businesses included End of FY
Sales % Sales % Sales %
Magneti Marelli (Automotive Lighting) 2,600 40 3,200 44 N/A N/A Lighting Division December
HELLA 2,180 40.8 2,427 41.6 2,720 42.8 Lighting Division May
Valeo 3,515 27.6 4,073 28 4,545 27.5 Visibility Systems December

Total Company Sales

(EUR millions) 2014 2015 2016 End of FY
Magneti Marelli 6,500 7,262 7,900 December
HELLA 5,343 5,835 6,352 May
Valeo 12,725 14,544 16,519 December

Sourced from publicly available information, etc.



Detailed list of global facilities

●Production Plant ★R&D Facility
Facility Name Location Type Investment Ratio Joint Venture/Partner Component Type (Notes)
Magneti Marelli (Automotive Lighting)
Asia/Pacific
China Magneti Marelli Automotive Components (WUHU) Co. Ltd Wuhu 100 Headlights, Rear Lights
China Automotive Lighting Shanghai Office Shanghai 100
China Magneti Marelli Automotive Lighting (Foshan) Co., Ltd. Foshan 100 Rear Lights, Headlights
China Hubei Huazhong Magneti Marelli Automotive Lighting Co. Ltd. Xiaogan 50 湖北華中光電科技
(China South Industries Group Corporation (CSI)) 50
Headlights, Rear Lights
India Magneti Marelli Motherson Auto System Private Limited Pune 50 Samvardhana Motherson Group 50 Headlights, Rear Lights, Lights
Malaysia Malaysian Automotive Lighting Sdn. Bhd. Penang ●★ 80 Headlights, Fog Lights,
Rear Combination Lights, Turn Signal Lights
Americas
U.S. Automotive Lighting North America Farmington Hills 100
Pulaski 100 Headlights, Rear Lights
Mexico Tecnologia de Iluminación Automotriz S.A. de C.V. Juarez 100 Headlights, Fog Lights, Light Components
Mexico Automotive Lighting Rear Lamps Mexico S. de R.L. de C.V. Tepotzotlan 100 Rear Lights, High Mount Stop Lights, Light Components
Brazil Magneti Marelli Sistemas Automotivos Industria e Comercio Ltda. Contagem 100 Headlights, Rear Lights, Fog Lights
Hortolandia 100 Headlights, Rear Lights, Fog Lights
Europe
Germany Automotive Lighting Brotterode GmbH Brotterode 100 Headlights, Fog Lights,
Plastic Lenses, Reflectors
Germany Automotive Lighting Reutlingen GmbH Reutlingen ●★ 100 Reflectors, Light Components
Spain Magneti Marelli Espana, S.A.U. Llinars del Valles
(Barcelona)
●★ 100 Rear Lights, Boot Lights,
Reflectors, Interior Lights
Barbera del Valles 100
France Automotive Lighting Rear Lamps France S.A.S Paris 100
St. Julien du Sault 100 Rear Lights
Italy Automotive Lighting Rear Lamps Italia Tolmezzo ●★ 100 Rear Lights, Brake Lights
Italy Automotive Lighting Italia S.p.A. Venaria Reale (Torino) ●★ 100 Reflectors, Light Components
Italy Amaro-Centro Ricerche Plast-Optica S.p.A. Amaro 76
Poland Automotive Lighting Polska Sosnowiec 100 Headlights, Rear Lights
Russia Automotive Lighting o.o.o Ryazan 100 Headlights, Fog Lights, Rear Lights
Czech Republic Automotive Lighting s.r.o Jihlaza 100 Lighting Systems(Headlights)
Turkey Mako Elektrik Sanayi Ticaret A.S. Bursa ●★ 99 Headlights, Rear Lights, Fog Lights,
High Mount Stop Lights, Starters,
Alternators, Wiper Motors, Climate Control Systems
Hella KGaA Hueck & Co.
Asia/Pacific
China HELLA Shanghai Electronics Co., Ltd. Shanghai 100
China Changchung HELLA Automotive Lighting Ltd. Changchun 100
China Jiaxing HELLA Lighting Co., Ltd. Jiaxing, Zhejang 100
China Beifang HELLA Automotive Lighting Ltd. Hebei 100
China Beijing SamLip Automotive Lighting Ltd. Beijing 49 SL Corporation 51
China Changchun Hella Faway Automotive Lighting Co. Ltd. Changchun 49 Changchun FAWAY Automobile Components Co
股份有限公司 51
China Beijing Hella BHAP Automotive Lighting Co., Ltd. Beijing 50 BAIC 50
China Beijing Hainachuan Hella Lamp Co., Ltd. Beijing 50 Beijing Hainachuan Automotive Parts Co., Ltd.
股份有限公司 50
Korea HSL Electronics Corporation Daegu 50 SL Corporation 50
India Hella India Lighting Ltd. Derabassi, Punjab 81.9
The Philippines Hella-Phil., Inc. Dasmarinas, Cavite 90
Australia HELLA Australia Pty Ltd. Mentone 100
New Zealand HELLA-New Zealand Limited Auckland 100
Americas
Mexico HELLA Automotive Mexico S.A. de C.V. Elsalto, Jalisco 100
Brazil HELLA do Brasil Automotive Ltda. Sao Paolo 100
Europe
Germany Hella KGaA Hueck & Co., Lippstadt ●★ 100 Headlights, Lights, Light Components
Germany HBPO Beteiligungsgesellschaft GmbH Lippstadt 33.3 Behr 33.3
Plastic Omnium 33.3
Finland HELLA Lighting Finland Oy Salo 100
Austria HELLA Fahrzeugteile Austria GmbH Grosspetersdorf 100
Slovakia HELLA Innenleuchten-Systeme Bratislava. s.r.o. Bratislava 100
Slovakia HELLA Slovakia Signal-Lighting s.r.o. Banovce nad Bebravou 100
Slovakia HELLA Slovakia Front-Lighting s.r.o. Kocovce 100
Slovenia HELLA Saturnus Slovenija d.o.o. Ljubljana 100
Spain Manufacturas y Accesorios Electricos S.A. Torrejon (Madrid) 100
Czech Republic HELLA Autotechnik spol s.r.o. Mohelnice 100
Czech Republic HELLA Autotechnik Nova s.r.o. Mohelnice 100
Romania HELLA Romania s.r.l. Arad 100
Valeo S.A.
Asia/Pacific
China Valeo Auto Lights (Shenyang) Co., Ltd. Shenyang 85 (Valeo Ichikoh Holding) Headlights, Rear Combination Lights,
Turn Signal Lights, Cornering Lights,
Hazard Warning Lights
China Foshan Ichikoh Valeo Automotive Lighting Systems Co., Ltd. Foshan 85 (Valeo Ichikoh Holding) Headlights, Rear Combination Lights
China Wuhu Valeo Automotive Lighting System Co. LTD Wuhu 85 (Valeo Ichikoh Holding)
China Valeo Lighting Hubei Technical Center Co., Ltd. Wuhan 85 (Valeo Ichikoh Holding)
China Valeo Ichikoh (China) Auto Lighting Co., Ltd. Wuhan 85 (Valeo Ichikoh Holding) Headlights, Brake Lights, Tail Lights
India Valeo Lighting Systems India Private Ltd. Chennai 100
Americas
U.S. Valeo Sylvania L. L. C. Seymour (IN) ●★ 100
Mexico Valeo Sylvania Illuminacion Queretaro 100
Brazil Valeo Sistemas Automotivos Ltda. Sao Paulo 100 Headlights, Rear Combination Lights,
Turn Signal Lights, High Mount Stop Lights
Europe
France Valeo Vision Ecouflant 100
Blois 100
Chatellerault ●★ 100
Mazamet 100
Issoire ●★ 100
Reilly 100
Saint Clement ●★★ 100
Bobigny 100
France Valeo Systems D'essuyage La Verriere 100
Germany Valeo Wischersysteme GmbH Kronach Neuses 100 Rear Lights, Wiper Systems
Germany Veleo GmbH Bietigheim-Bissingen ●★ 100
Italy Valeo S.p.A. Pianezza 100
Spain Valeo Iluminacion, S.A. Martos 100 Headlights, Fog Lights,
Interior Lights, Injection Molded Plastics
Spain Valeo Sistemas Electricos, S.L. Madrid 100
Belgium Valeo Eclairage Signalisation Meslin I'Eveque ●★ 100
Poland Valeo Lighting Systems Chrzanow 100 Headlights, Fog Lights,
Rear Lights, Stop Lights
Poland Valeo Autosystemy Sp. zo.o. Skawina 100
Romania Valeo Lighting Injection/ Assembly Timisoara 100
Africa
South Africa Valeo Systems South Africa(Pty) Ltd. Uitenhage 51 Metair Investments Ltd. 49 Front End Module
Varroc Lighting Systems
Asia/Pacific
India Varroc Lighting Systems India Pvt. ltd. Pune ●★ 100 Headlights, Parking Lights,
Rear Combination Lights, High Mount Stop Lights
China Varroc TYC Auto Lamps Co., Ltd. Changzhou ●★ 50 TYC Brothers Ltd. 50 Lights
Chongqing 50 TYC Brothers Ltd. 50 Lights
Americas
U.S. Varroc Lighting Systems, Inc. Plymouth 100 Headquarters
Mexico Varroc Lighting Systems S. de.R.L. de C.V. Monterry ●★ 100 Headlights, Parking Lights,
Rear Combination Lights, High Mount Stop Lights
Europe
Germany Varroc Lighting Systems, GmbH Koeln 100
France Varroc Lighting Systems Technical - Sales Center Velizy 100
Czech Republic Varroc Lighting Systems, s.r.o. Novy Jicin 100 Headlights, Parking Lights,
Rear Combination Lights, High Mount Stop Lights
Rychvald 100 Headlights, Parking Lights,
Rear Combination Lights, High Mount Stop Lights
Ostrava 100

Note) Joint Venture/Partner ( ) indicates investment subsidiary.



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