Analysis Report: Air Conditioning (E.U. & U.S. Markets)

Major supplier trends

2018/01/12

List of suppliers

Valeo MAHLE Behr BHTC (Behr-Hella Thermocontrol)
Hanon Systems Modine Manufacturing Air International
Preh

Refer to the Japanese Market report



Introduction

This report focuses primarily on the air conditioning market in Europe, but includes supplementary information for the North American market. This report addresses the following HVAC system components: compressors (including electric compressors), condensers, heater cores (including PTC heater cores), blower fans, and ECUs.

Car air conditioning was first adopted in the Southern states of the U.S. market in the 1960s in mid-sized vehicles, becoming popular in both the U.S. and Japan on most popular vehicles introduced beginning in the early 1980s. In contrast, outside of luxury vehicles, the popularization of air conditioning in Europe was relatively slow because of the relatively cooler climates of Europe, and large-scale popularization did not take off until the European heat waves in the 2000s.

Perhaps the most significant movement among U.S. and E.U. suppliers in recent years was the spin offs of the air conditioning business of Delphi and Visteon from GM and Ford, respectively, and the later acquisition of Delphi by MAHLE Behr of Germany, and the acquisition of Visteon by Hanon Systems of Korea. Details of these transactions will be covered later in this report, but the net result has been that the supply base for U.S.-based air conditioning suppliers has basically disappeared.

With the recent proliferation of hybrid and electric vehicles, air conditioner suppliers have been facing difficulty satisfying market demand with their current product lineup. One example of this is the adoption of electric compressors. The air conditioning needs to run even when operation of the internal combustion engine is paused. As a result, the compressor, a key component of the air conditioning system, needs to be electric in HEVs and EVs, rather than internal combustion engine-driven.

Car heating also faces similar difficulties. Coolant-based heating systems that transfer heat energy from the combustion engine into the cabin area cannot be utilized for hybrids and EVs. Instead, PTC electric heaters are used, but they tend to consume large amounts of power, reducing the maximum driving range of the vehicle. As a countermeasure, heat pump air-conditioning systems that use thermal energy in the outside air to heat the vehicle cabin have started to be adopted on some models.

In the past, air conditioning and heating systems have been considered as separate systems, but in recent years have come to be considered as an integrated HVAC (Heating, Ventilation, and Air Conditioning) system, the system that integrates the control of cooling and heating. This report primarily references air conditioning systems, but the term HVAC is sometimes used for integrated systems that include the heating function.



I. Overview of major air conditioning suppliers (E.U. & U.S.)

1) Recent Activities

Valeo S.A.

  • Valeo is the largest supplier air conditioning products in France. Its air conditioning division accounts for approximately 30% of its total sales (fiscal year ending December 2016). In recent years, Valeo has been primarily focused on autonomous driving safety system technologies, but still maintains a strong position among climate control system suppliers in Europe.
  • Valeo is investing heavily into emerging countries such as China, Russia and Indonesia and continues to expand its sales to major OEMs in Asia.
  • Although recent investments in autonomous driving and powertrain related products were more obvious, Valeo investment in air conditioning was insignificant in 2017. The largest, most recent investment by Valeo in air conditioning took place in March 2016 with the acquisition of German bus air conditioning systems supplier Spheros, from the investment company Deutsche Beteiligungs in Germany. The annual sales revenue of Spheros is about EUR 250 million, with the company mainly supplying systems for large bus manufacturers and fleet companies. Spheros currently has 1,100 employees. In addition to a global sales network, Spheros has production sites in Germany, Finland, Turkey, the U.S, Brazil, China and India. With this acquisition, Valeo aims to strengthen its thermal management business for the bus market segment.

MAHLE Behr GmbH & Co. KG

  • Headquartered in Germany, Mahle is a major supplier of air conditioning units, engine cooling systems, and engine-related components. In the fiscal year ending December 2016, the thermal management division, including the air conditioner business, accounted for approximately 35% of the company's sales and 30% of its employees.
  • In October 2013, the Behr Group was integrated into MAHLE's thermal management division.
  • In July 2015, the Mahle Group acquired Delphi's Thermal Systems Division for approximately USD 727 million. With this acquisition, Mahle added 13 plants in Poland, Slovakia, Hungary, the U.S., Mexico, Brazil, China and India to the Mahle Group's existing 150 plants, increasing the number of the of its thermal management systems division to 41. In addition, the division added 3 R&D centers in the U.S. and Luxembourg.
  • In recent years Mahle has been involved in a number of mergers and consolidations regarding climate control related products. But, the most recent organic growth seen at Mahle was when its Shenyang Behr Thermal Systems Co., Ltd. subsidiary invested capital to establish a new plant in Shenyang City, which began operations in August 2014.

Behr-Hella Thermocontrol GmbH (BHTC)

  • Established in 1999, Behr-Hella is a 50:50 joint venture established between Germany's MAHLE Behr GmbH & Co. KG and Hella KG, Hueck & Co., specializing in the manufacturing of electrical components and electronic control units for climate control systems. The company’s headquarters is located in Lippstadt, Germany and has a manufacturing plant in Bulgaria.
    At the end of the fiscal year ending December 2016, Behr-Hella had 2,120 employees and sales revenue of EUR 415 million. It of course supplies product to the German OEM, but also global OEM in the markets of Europe, the U.S., Japan, and China. Its main products are products such as HMI devices and solar radiation sensors used the control devices and operating panels of climate control systems, but it does not manufacture system circulation components such as compressor and condenser.

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

  • Established in 1986 as a joint venture between Ford (U.S.) and Mando (Korea). In 1999, Halla Visteon became a subsidiary of Visteon, Halla Climate Control Corp. (HCC), 70% owned by Visteon. But in March 2013, HCC acquired Visteon's automotive air conditioning division and changed its company name to Halla Visteon Climate Control Corp. (HVCC).
  • In June 2015, the largest shareholder changed from Visteon International Holdings Inc. to Hahn & Co. Auto Holdings Co., which now owns 50.5% of the venture. (This change was made to allow Visteon to focus its capital on the development of technologies related to vehicle information equipment and autonomous driving systems.) In July 2015, the company changed its name Halla Visteon Climate Control Corp. to Hanon Systems Corporation.
    What is noteworthy with the latest capital investment is the factory is building a new plant of HVAC system in the state of Ohio in the production base and will start production from the middle of 2017. At the development base, the Chinese Engineering Center opened in Songjiang District, Shanghai, China on December 13, 2016. In terms of recent capital investments, Hannon Systems built a new HVAC plant in Ohio that was scheduled to begin operations in the latter part of 2017. Also, it opened its China Engineering Center for R&D in the Songjiang Disctrict of Shanghai on December 13, 2016.
  • At the end of 2017, it established a joint venture with Chongqing Jianshe Motorcycle Co. Ltd. and Chongqing Jianshe Mechanical & Electrical Equipment Co. of the China Southern Industrial Group (CSGC), which by the end of 2017 plans to construct a compressor plant in Chongqing by 2019. In 2022, the JV anticipates sales of over KRW 200 billion per year.
  • On the technical side, in November 2015, in collaboration with Hyundai Motor, Hanon Systems developed a smart air conditioning system for electric vehicles (EV). The system will comprehensively monitor factors such as the humidity inside the vehicle, the temperature inside and outside of the vehicle, and vehicle speed to automatically manage air induction and minimize energy consumption when operating the air conditioning. This air conditioning system is adopted in Kia's "Soul" EV, assembled in South Korea and exported to Europe and the U.S.

Modine Manufacturing Company

  • Modine is major U.S. supplier of thermal exchange product such as HVAC condensers, mainly for commercial vehicles, trucks, and heavy-duty vehicle applications. Modine owns manufacturing plants in the U.S., Mexico, Germany, Hungary, China, etc.
  • In 2014, Modine closed its McHenry plant in the state of Illinois, USA. Modine planned to transfer production of its McHenry plant to other North American bases such as the Nuevo Laredo plant in Mexico, the Lawrenceburg plant in Tennessee, and the Jefferson City plant in Missouri. The McHenry plant also manufactured products such as parallel flow capacitors, serpentine condensers, oil coolers, and radiators for HVAC systems for automobiles, commercial vehicles, off-road vehicles, and commercial buildings.

Air International Thermal Systems

  • Air International is a supplier of climate control components based in Australia.
  • In 2010 it was acquired by the Hong Kong private equity capital firm Unitas Capital. Then, in September 2015, it was acquired by Aotecar New Energy Technology Company Ltd. of China.
    Air International has over 30 manufacturing and research sites located in China, North America, Thailand, Australia, Japan, Europe, etc. Its major customers include GM, VW, Ford, Changan, Mazda, SAIC, Great Wall Motors, Fiat-Chrysler, Tata, Suzuki, and Isuzu.

Preh GmbH

  • Preh is a German electrical equipment supplier under the umbrella of the Ningbo Hoyson Investment Group in China, manufacturing products such as sensors, switches, and controllers, including ECU. Climate control related products that it manufactures include ECU and operating panels for HVAC systems that are supplied to a number of major European and U.S. automakers. This report covers information on the ECU that we have identified through our research.
  • As of 2016, Air International had about 6,600 employees located in 9 countries worldwide. Although it manufactures products similar its rival Behr-Hella Thermocontrol (BHTC) mentioned above, the company size of Preh is about three times that of BHTC. While BHTC specializes in air conditioning, Preh is also involved in the manufacture of electrical components and control products other than for air conditioning applications. Similar to BHTC, Air International is developing solutions to support autonomous driving and electric vehicles with products such as HMI products for the air conditioning control panel.



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: Major sites for air conditioning related parts (incl. some sites for engine cooling components)

2) Major facilities, locations, and main customers

3) Diagram of major alliances and joint ventures

Valeo MAHLE Behr Hanon Systems Modine Manufacturing Air International






II. List of major air conditioning suppliers by OEM (E.U. and U.S. production)

H HVAC units CP Compressors CM Cooling modules FM Front end modules
A A/C systems CD Condensers PM Cockpit modules E ECU for HVAC
  Valeo MAHLE Behr Hanon Systems
(formerly Halla Visteon)
Denso / Toyota Industries Preh Other
Alfa Romeo CP H/CP/CD/CM/FM Sanden: CP
Magneti Marelli: E
Audi H/CM/FM H/CP/CD E Faurecia: FM
HBPO: FM
Magna: FM
BMW H H/A/CD/CM H/CP E 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
Continental: E
Citroen H/CP/CD H/CD/E E H/CP/CD Faurecia: FM
Sanden: CP
Continental: E
Dacia H/CD H/CD Sanden: CP
Daimler H/CD H/A/CD/CM H/CP/CD/CM HBPO: FM
Modine: CD
Sanden: CP
Continental: E
BHTC: E
DS BHTC: E
Fiat H CD H/CP/CD/PM/FM/E HBPO: FM
Sanden: CP
Ford CD H/CD H/CP/CD/E H/CP E Keihin: CD
Magna: FM
Mitsubishi Heavy Industries: CP
Sanden: CP
GM H/CP/CM H/CD CM H/A/CP E Air International: CM
Mitsubishi Heavy Industries: CP
Sanden: CP
BHTC: E
Honda H/A/CP/CD Calsonic Kansei: H
Keihin: H/CD
Sanden: CP
Hyundai E
Kia CD
Lancia CP Sanden: CP
Land Rover H CP H Calsonic Kansei: CD
Sanden: CP
Mazda H Sanden: CP
Nissan H/CP/FM/E H/E CP Calsonic Kansei: H/A/CP/CD/PM/E
MAHLE: CM
Sanden: CP
ZF TRW: E
Opel CP H/CD H/A/CP E Calsonic Kansei: H
Mitsubishi Heavy Industries: CP
Modine: CD
Sanden: CP
Peugeot H/CP/CD/E H/CD/E CD Sanden: CP
Continental: E
Porsche H/E CP E HBPO: FM
Modine: CM
BHTC: E
Renault H/CP/CD/E H/CP/CD/E H/CP Calsonic Kansei: H/CP
HBPO: FM
Sanden: CP
BHTC: E
SEAT HBPO: FM
Sanden: CP
Skoda H H/A/CD H/CP/CD E 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 E Faurecia: CM/FM
HBPO: FM
Modine: CD
Sanden: CP
Continental: E
Volvo H/CD H Faurecia: FM
Sanden: CP


III. List of components by supplier, OEM, and model

1) Models assembled in Europe

As shown in the table, Denso of Japan and Hanon of Korea are successfully competing with European system suppliers such as Valeo of France and MAHLE Behr of Germany, supplying product to the European OEMs. Regarding the compressor, a key system component, the Japanese suppliers Denso/Toyota Industries and Sanden supply most of the compressors in Europe even though the system supplier may be European. The table also shows that both companies are especially strong in the area of electric compressors for hybrid electric vehicles (including PHV) and electric vehicle applications. It is also obvious that Preh of Germany supplies ECU to the VW Group.

OEM Model MY HVAC /Climate Control System ECU Heater Core Blower Compressor Condenser
Alfa Romeo MiTo 2011 - - - - Sanden -
Alfa Romeo Giulietta 2011 - Magneti Marelli - - Mahle (formerly Delphi Automotive) -
Alfa Romeo 4C Spider 2014 - - - - Denso / Toyota Industries (Electric) -
Audi A1 2015 MAHLE Behr - - - Denso / Toyota Industries Modine Manufacturing
Mahle (formerly Delphi Automotive)
Sanden
Audi A3 2016 - Preh - Brose Fahrzeugteile Denso / Toyota Industries Modine Manufacturing
Mahle (formerly Delphi Automotive)
Sanden
Audi A3 e-tron 2015 - Preh - - Hanon Systems (Electric) -
(formerly HVCC Corp.)
Audi A4 (Germany) 2016 - - - - Denso / Toyota Industries -
Audi A6 2014 Denso - - - Denso / Toyota Industries Denso
Ventrex Automotive
Audi A7 2011 Denso - - - Denso / Toyota Industries Denso
Audi A8 2011 Denso - - - Denso / Toyota Industries Denso
Audi Q5 2013 - - - - Denso / Toyota Industries Denso
Audi Q5 Hybrid 2013 - - - - Denso / Toyota Industries Denso
Audi Q7 (Slovakia) 2016 - BHTC (Behr-Hella) - - - -
Audi TT 2016 - - - - Mahle (formerly Delphi Automotive) -
Audi TT (Hungary) 2016 Preh - - - - -
AvtoVAZ Lada Granta (Russia) 2014 Hanon Systems - Hanon Systems Hanon Systems - -
(formerly Halla Visteon) (formerly Halla Visteon) (formerly Halla Visteon)
AvtoVAZ Lada Kalina (Russia) 2014 - - Hanon Systems Hanon Systems - -
(formerly Halla Visteon) (formerly Halla Visteon)
Bentley Bentayga (UK) 2016 - - J. Eberspaecher - - -
BMW 3 Series 2016 - - - - Sanden (Electric) Valeo
BMW 5 Series 2017 - - Webasto - - -
BHTC (Behr-Hella) (PTC)
BMW 6 Series 2012 Mahle Behr - - - Denso / Toyota Industries -
BMW 7 Series 2016 Mahle - - - - -
BMW X3 2011 Mahle Behr - - - Denso / Toyota Industries -
BMW X5 2014 - - - Brose Fahrzeugteile - -
Chevrolet Niva (Russia) 2014 - - Motor Super - - -
Citroen Berlingo 2013 - - - - Sanden (Electric) -
Citroen C4 2011 MAHLE Behr Mahle (formerly Delphi Automotive) - - Denso / Toyota Industries MAHLE Behr
Hanon Sanden
(formerly Halla Visteon)
Daimler Mercedes-Benz 2015 - BHTC (Behr-Hella) - - Denso / Toyota Industries MAHLE Behr
A-Class
Daimler Mercedes-Benz 2013 Denso BHTC (Behr-Hella) - - - Modine Manufacturing
B-Class
Daimler Mercedes-Benz 2014 - - - - Sanden -
C-Class Denso / Toyota Industries
Daimler Mercedes-Benz 2014 - - - - Sanden -
CLS-Class Denso / Toyota Industries
Daimler Mercedes-Benz E-Class (Germany) 2017 - BHTC - - - -
(Behr-Hella)
Daimler Mercedes-Benz 2014 - - - Brose Fahrzeugteil - -
GLA-Class
Daimler Mercedes-Benz 2016 - BHTC - - - -
GLC-Class (Behr-Hella)
Daimler Mercedes-Benz 2016 Valeo - Eberspaecher (PTC) - Denso / Toyota Industries -
GLE-Class
Daimler Mercedes-Benz 2016 MAHLE Behr - - - Sanden -
S-Class
Daimler Mercedes-Benz 2016 MAHLE Behr - - - Sanden (Electric) -
S-Class Hybrid
Daimler Mercedes-Benz 2012 MAHLE Behr - - - - Denso
SL-Class
Daimler Mercedes-Benz 2011 Valeo - - - - Denso
SLK-Class
DS Automobile DS3 2017 Mahle MAHLE Behr - - Sanden Denso
DS Automobile DS5 2016 - - - - Denso MAHLE Behr
Fiat 500 (Poland) 2015 Denso - - - Denso / Toyota Industries Denso
Mahle (formerly Delphi Automotive)
Fiat Doblo (Europe) 2011 - - - - Sanden -
Fiat Ducato (Europe) 2011 - - - - Sanden -
Fiat Freemont (Europe) 2011 - - - - Denso / Toyota Industries -
Fiat Panda 2011 Denso - - - Denso / Toyota Industries -
Mahle (formerly Delphi Automotive)
Fiat Tipo (Turkey) 2016 - - J. Eberspaecher (PTC) - - -
Ford Focus (Germany) 2015 Hanon Hanon - - - Keihin
(formerly Halla Visteon) (formerly Halla Visteon)
Ford Ka (Poland) 2016 - - - - Denso / Toyota Industries -
Honda Civic (Europe) 2013 - - - - Sanden (Electric) Keihin
Jaguar XJ 2011 Denso - - - Denso / Toyota Industries -
Nissan Datsun on-DO (Russia) 2014 - - Hanon Hanon - -
(formerly Halla Visteon) (formerly Halla Visteon)
Nissan Juke 2011 Calsonic Kansei - - - Calsonic Kansei Calsonic Kansei
Sanden
Nissan Note 2013 - Valeo - - - -
Opel Astra (UK) 2016 - Preh - - - -
Opel Combo 2011 Denso - - - Denso / Toyota Industries -
Opel/Vauxhall Insignia [facelift] 2013 Mahle (formerly Delphi Automotive) - - - Mahle (formerly Delphi Automotive) -
Sanden
Opel Mokka X (Spain) 2016 - Preh - - - -
Opel/Vauxhall Zafira Tourer (Germany) 2016 MAHLE Behr Preh - - Mahle (formerly Delphi Automotive) MAHLE Behr
Peugeot 108 (Czech) 2014 Mahle (formerly Delphi Automotive) - - - - -
Peugeot 208 2013 - - - - - Denso
Peugeot 508 2013 MAHLE Behr MAHLE Behr - - Sanden MAHLE Behr
Mahle (formerly Delphi Automotive)
Porsche 911 2013 - Preh - - - -
Porsche Boxster 2016 Preh - - - - -
Porsche Cayenne 2013 - Mahle (formerly Delphi Automotive) - - Denso / Toyota Industries (Electric) -
Porsche Cayenne SE Hybrid 2014 - - - - Denso / Toyota Industries (Electric) -
Porsche Cayman 2016 Preh - - - - -
Renault Clio 2013 - - - - Sanden (Electric) -
Renault Fluence (Europe) 2011 - - - - Calsonic Kansei -
Renault Kangoo 2013 - - - - Denso / Toyota Industries MAHLE Behr
Sanden
Renault Kangoo Z.E. 2013 - - - - Denso / Toyota Industries (Electric) -
Renault Master 2011 - - - - Valeo -
Renault Talisman (France) 2016 - BHTC (Behr-Hella) - - - -
Renault Twingo (Slovenia) 2014 - BHTC (Behr-Hella) - - - -
Renault ZOE 2013 - - - - Denso / Toyota Industries (Electric) -
SEAT Alhambra 2011 - - - - Sanden -
SEAT Leon 2013 - - - Brose Fahrzeugteile - -
SEAT Ibiza (Europe) 2011 - - - - Sanden -
Skoda Octavia (Europe) 2015 - - - Brose Fahrzeugteile - -
Skoda Rapid Spaceback 2013 - - - Brose Fahrzeugteile Mahle (formerly Delphi Automotive) Mahle (formerly Delphi Automotive)
Skoda Superb (Czech Republic) 2016 - Preh - - - -
Skoda Yeti 2011 Denso - BorgWarner(PTC) - Denso / Toyota Industries -
Valeo Sanden
Toyota Auris 2013 - - - - Denso / Toyota Industries -
Toyota Auris (Hybrid) 2013 - - - - Denso / Toyota Industries (Electric) -
Volkswagen Golf (Mk7) 2014 - Continental - Brose Fahrzeugteile Denso / Toyota Industries -
Volkswagen e-Golf (Mk7) 2015 - - Eberspaecher catem (PTC) - - -
Volkswagen Passat (Germany) 2016 Valeo - - - Denso / Toyota Industries -
Volkswagen Polo (Spain) 2016 Valeo - - - Denso / Toyota Industries -
Mahle (formerly Delphi Automotive)
Volkswagen Polo (South Africa) 2012 MAHLE Behr - - - Sanden -
Volkswagen Sharan 2011 Mahle (formerly Delphi Automotive) - - - Sanden Modine Manufacturing
Volkswagen Scirocco (Europe) 2011 - - - - Sanden -
Volkswagen Tiguan (Germany) 2016 - - - Brose Fahrzeugteile - -
Volkswagen Touareg 2011 Mahle (formerly Delphi Automotive) - - - Denso / Toyota Industries Mahle (formerly Delphi Automotive)
Volkswagen up! 2013 Hanon (formerly Halla Visteon) - - - - -
Volkswagen e-up! 2014 - Preh Eberspaecher catem (PTC) - - -
Volvo S60 / V60 2011 MAHLE Behr - - - Sanden -
Volvo S60 / V60 (PHEV) 2011 MAHLE Behr - - - Sanden (Electric) -
Volvo XC90 2015 MAHLE Behr - - - - -



2) Models assembled in North America

Delphi, which was originally part of GM, has not had much business with GM in recent years. As a result, Delphi's acquisition by Mahle doesn't seem to have contributed much to Mahle's expansion in the North American market. In contrast, Hanon acquired Visteon, once part of the Ford Group, and has product on a number of Ford vehicles. However, it will be interesting to see how much new business Hanon will be able to conquest at Ford on upcoming full model changes and new models. In North American, the two Japanese suppliers DENSO/Toyota Industries and Sanden are successfully demonstrating their capabilities for compressor, a key system component, and are growing its business as they have done in the European market. As shown in the table for ECU, Preh of Germany is doing business with both GM and Ford in the North American market.

OEM Model MY HVAC / Climate Control System ECU Heater Core Blower Compressor Condenser
BMW X5 (USA) 2015 Valeo NA - MAHLE Behr (PTC) - - -
Chrysler Jeep Cherokee 2014 Denso - - - Denso / Toyota Industries -
Chrysler Jeep Grand Cherokee 2015 - - - - Denso / Toyota Industries -
Chrysler Ram 1500 2014 - Continental - - Denso / Toyota Industries -
Daimler Mercedes-Benz 2015 Mahle BHTC (Behr-Hella) - - - -
Metris (USA)
Ford C-MAX Hybrid 2013 - - - - Denso / Toyota Industries (Electric) MAHLE Behr
Ford Ecosport 2013 Hanon - - - Hanon Hanon
(formerly Halla Visteon) (formerly Halla Visteon) (formerly Halla Visteon)
Ford F-250 Super Duty 2016 Detroit Thermal Systems - - - - Mahle
Ford F-350 Super Duty 2016 - - - - - Mahle
Ford F-450 Super Duty 2016 - - - - - Mahle
Ford Focus 2015 Hanon - - - - Keihin
(formerly Halla Visteon)
Ford Focus Electric 2013 - - - - Denso / Toyota Industries (Electric) -
Ford Fusion 2013 Denso - - - Denso / Toyota Industries -
Ford Lincoln MKC 2015 - - - - - Keihin
Ford Lincoln MKT 2013 - Preh - - - -
Ford Mustang 2015 - Preh - - - Keihin
Ford Taurus 2013 - Preh - - - -
GAZelle NEXT 2013 Mahle (formerly Delphi Automotive) - - - - -
GM Cadillac ATS 2014 Denso Preh - - - -
GM Cadillac CT6 2015 Mahle - - - - -
GM Cadillac CTS 2014 - - - - Denso / Toyota Industries -
GM Cadillac Escalade 2016 - Preh - - - -
GM Cadillac XT5 2016 Mahle BHTC (Behr-Hella) - - - -
GM Cadillac XTS (Canada) 2016 - Preh - - - -
GM Chevrolet Bolt 2017 - - - - LG Electronics (Electric) -
GM Chevrolet Colorado (Isuzu D-Max) 2016 - Preh - - - -
GM Chevrolet Corvette (USA) 2016 Preh
GM Chevrolet Cruze 2016 - BHTC (Behr-Hella) - - - -
GM Chevrolet Impala 2014 Valeo - - - - -
GM Chevrolet Malibu 2016 - Preh - - - -
GM Chevrolet Silverado 2016 - Preh - - - -
GM Chevrolet Suburban 2016 - Preh - - - -
GM Chevrolet Spark 2014 - - - - Denso / Toyota Industries -
GM Chevrolet Tahoe 2016 - Preh - - - -
GM GMC Canyon 2016 - Preh - - - -
GM GMC Sierra 2016 Sunstone Components Preh - - - -
GM GMC Yukon 2016 - Preh - - - -
Honda Acura MDX 2014 Mahle (formerly Delphi Automotive) - - - - -
Hyundai Santa Fe (USA) 2013 - Hanon - - - -
(formerly Halla Visteon)
Nissan Pathfinder (USA) 2013 - Hanon - - - -
(formerly Halla Visteon)
Nissan Sentra 2014 Valeo - - - - -
Subaru Legacy 2014 Denso - - - - -
Subaru Outback 2015 Denso - - - - Denso
Tesla Model S 2014 Hanon - - - - -
(formerly Halla Visteon)
Toyota Auris 2013 - - - - Denso / Toyota Industries (Electric) -
Toyota Auris Hybrid 2013 - - - - Denso / Toyota Industries (Electric) -
Toyota Highlander 2014 Denso - - - - -
Toyota Lexus RX 2015 Denso - - - - -
Volkswagen Beetle Convertible 2013 Air International (USA) - - - - -


IV. Sales figures for major air conditioning suppliers

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 A/C systems, Radiators, Blowers, Compressor & Clutch, Front-end Modules

Source: Public reports of 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)

Source: Public reports of each company



Supplier global footprint: by plant, location, and customer

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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