Re-Industrialisierung in den USA: Überblick Automobilindustrie und Vertrieb Wirtschaftstag USA 13. Juli 2015 IHK Saarland Dieter Lehnert Deutsch-Amerikanische Außenhandelskammer USA-Midwest Detroit, MI
Sales Training to US Automotive OE s and Tier Accounts Prepared for IHK Saarland 13. Juli, 2015 Dieter H. Lehnert Manager, Michigan Office lehnert@gaccmidwest.org +1 (313) 596-0399 German American Chamber of Commerce of the Midwest, Inc. 2
AHK USA Ihr transatlantischer Partner Unsere Dienstleistungen: Markteintritt USA Allgemeine Anfragen Recht & Steuern Addressrecherche und Mailings Geschäftspräsenz Geschäftspartnersu che Messeunterstützun g Standortsuche Marktanalyse J-1 Visum Career Services Expatriate Services M&A Beratung 3
Agenda Industry Overview Sales Production Technologies Drivers Trends Employment Locations t i o r t e D U, A S 4
Industry Overview Sales Percent Change CY 2013 vs. CY 2014: Total U.S. Light Vehicle Sales Percent Change thru May 31st for 2014 and 2015: Units (2014): 6,743,533 Units (2015): 7,046,586 2 Series -1,30% 4,50% Units (2014): 3,430,220 Units (2015): 3,774,885 10,00% Units (2014): 3,313,313 Units (2015): 3,271,701 Source: Automotive News, February 2015
o. otor C Ford M Industry Overview Sales thru May 31st 2015 17.7% Units: 1,246,192 Units: 1,063,638 Units: 1,021,528 15.1% 14.5%. n N.A Nissa Units: 902,323 Units: 618,604 12.8% Units: 612,255 Units: 560,463 er AG Daiml Units: 241,615 3.4% Units: 161,008 2.3% Units: 150,868 2.1% 8.8% 8.7% 8.0%
June 2015 US Auto Sales Summary SAAR hits 17.16 Million 7
Industry Overview - Sales Strong Sales since 2009
Industry Overview - Sales Source: Forbes, 2015
Industry Overview - Sales
Industry Overview - Sales U.S. Sales Forecast: 2015-2018
14 00 0 Industry Overview - Production 000 U.S. Production Forecast: 2015 2018 12 00 0 000 12500000 12300000 12200000 12000000 11700000 10 00 0 11100000 000 2 01 8 2 01 7 2 01 6 20 15 20 14 2 01 3
Industry Overview - Production
Industry Overview US Sales / Production
Industry Overview NA Production
Industry Overview NA LV Capacity
Industry Overview NA LV Capacity
Industry Overview NAFTA Production
Industry Overview Segment Production
Industry Overview NA Program Launches
Industry Overview Platform Proliferation
Industry Overview Platform Proliferation
Industry Overview - Technologies Trends driven by Legislation Driven by Government regulatory requirements including ISO/IEC 15118 and the SPT 2.0 requires investments yielding vehicle performance efficiency improvements including Stronger, lighter materials development Diesel Power Fuel Cell Vehicles Vehicle Electrified technologies: BEV Battery Electric HEV Hybrid Electric PHEV Plug-in Hybrid Electric Trends driven by Consumers A new generation of drivers requires carmakers to react accordingly to meet/satisfy drive interaction preferences. The focus includes development in In-Car Infotainment Systems Hi Speed Data Connections Autonomous Vehicles Blind Spot Detection Active Cruise Control Advanced Safety Features Interconnectivity of Vehicles: Vehicle to Vehicle (V2V) Vehicle to Grid (V2G)
Industry Overview - Technologies Key Drivers
Automotive Trends CO2 Legislation
Automotive Trends Structural Changes
Automotive Trends Powertrain Technology
Industry Overview - Technologies
Industry Overview - Technologies
Industry Overview - Technologies
Industry Overview - Technologies
Industry Overview R&D Investment What is R&D Investment? R&D contains, according to industry experts, either the first two or all three of the below components: Research Research refers to the pure research, which contains projects that may or may not go into development Advanced Development This development phase may still contain elements that do not have intention to lead to production Production Development At this stage, the development is predetermined to be ultimately ending in production
Industry Overview R&D Investment R&D Expenditures in the US Across all industries, there are US$638 billion spent for R&D in 2013. Larger automotive companies tend to have a higher than industry average R&D spending ranging above 5% share of revenues. Prior to 2009, auto industry research was mainly self-funded (98%).
Industry Overview R&D Investment 2013 - Estimated R&D Spending Global & US in Billions of US$
Top 100 Auto Suppliers - German 2014 2014 Rank Automotive Sales NA Global North Tier Supplier (Billion) Rank Americ a 1Bosch 3 8.406 3Conti 4 7.916 9ZF 13 4.438 ThyssenKrup p North 15America Inc. 24 2.944 16BASF 27 2.663 23Schaeffler 44 1.797 Benteler 18Mahle 26 2.664 35Helle 49 1.449 36Brose 48 1.629 28Gestamp 50 1.329 Behr 59Leoni 92 0.51 Eberspraeche 52r 54 1.196 63Webasto 86 0.599 Bayer 50Draexlmaier 76 0.744 69Infineon 94 0.491 80KSPG 76Kostal TrelleborgVibr 82acoustic 89 0.541 87Kautex 68 0.832 HBPO 2013 2013 Rank Automotive Sales NA Global North Tier Supplier (Billion) Rank Americ a 1Bosch 4 7.233 4Conti 3 7.705 9ZF 15 3.678 Henniges Kirschhoff Van Robb 74 16BASF 24Schaeffler 26Benteler 22Mahle 36Helle 38Brose 27Gestamp Behr 56Leoni Eberspraeche 55r 58Webasto 65Bayer 53Draexlmaier 78Infineon 59KSPG 72Kostal 25 48 26 36 47 43 52 2.47 1.306 2.316 1.871 1.407 1.441 1.074 90 0.519 61 81 87 96 81Trelleborg 89Kautex HBPO Henniges 2010 Rank Sales NA North (Billion) Americ a 4 4.8 5 4.7 23 1.8 2.376 1.131 2.28 1.633 1.17 1.276 18 59 26 49 48 51 2.6 0.792 2 1.05 1.06 0.954 14 66 22 41 59 51 2.6 0.594 1.9 0.94 0.667 0.737 43 54 1.25 0.504 47 1.1 47 0.98 0.928 0.626 0.566 0.469 55 0.936 61 0.589 62 0.6405 64 0.319 78 0.408 79 0.288 81 0.345 67 90 76 0.667 0.454 0.547 86 98 60 0.43 0.352 0.542 92 70 0.506 0.78 87 0.4 93 0.75645 98 0.501 78 89 0.528 0.456 75 88 0.508 0.4 99 0.45 97 0.384 95 0.358 0.745 $40.893 15.70% 17.91%$228.34 83.31% 17.91% 2011 Rank Sales NA North (Billion) Americ a 4 5.6 3 5.8 17 2.7 14 21 24 30 33 39 18 Total 2012 Rank Sales NA North (Billion) Americ a 1 6.256 3 6.888 9 3.534 18 Total 21 16 16 $35.345 5.50% $33.481 25.40% $26.692 19.60% $22.308 17.12%$206.45 58.40% 17.44%$192.00 50.10% 15.68%$170.24 19.60% 15.58%$143.18 17.12% 17.44% 15.68% 15.58%
Industry Overview Center of Automotive Industry
Industry Overview Center of Automotive Industry
Industry Overview - Employment U.S. Vehicle Production & Automotive Employment Forecasts 2013-2018
Automotive Employment SE MICHIGAN
Technology Industry Employment Projections
Technology Occupation Employment Projections
STEM Degree Earned: 2012-13 School Year
STEM Degree Completions: Regional Comparison
SE MICHIGAN LEADING INNOVATION
SE MICHIGAN LEADING INNOVATION
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