On June 25, the "Automotive News of the United States" released 2018 list of the top 100 auto parts supplier suppliers in the world. According to the latest list, Bosch still ranked first, electric equipment jumped to runner-up, and Magna was third. This year, a total of 6 Chinese companies were selected, among which Yanfeng is still the highest ranking Chinese company, ranking 16th.
Starting in 2005, "American Auto News" began to organize the global auto parts supplier rankings, ranking according to the supplier's operating income (sales) in the automotive industry supporting market business in the previous year. Therefore, 2018 The assessment criteria for the top 100 global suppliers of component suppliers are the 2017 annual performance of each supplier.
In the selection of the top 100 list, "American Auto News" mainly focused on the operating income of auto parts related business, some of the larger parts suppliers did not appear on the list, perhaps because no data was submitted to "Automotive News" When participating in the Top 100 selection, suppliers need to provide company name, location, contact information and related data.
List overview: Denso jumped to second
In 2017, the top ten component suppliers’ consolidated sales amounted to US$315.44 billion. Only Bosch and Denso’s annual operating revenue exceeded US$40 billion. Among them, Bosch won another US$47.5 billion in operating revenue. Last year, Bosch has set up an artificial intelligence center, strengthened its traditional power business, and sold SG Holdings, which is its main starter and generator business. It also publicly expressed its intention to become a supplier of 'Internet mobile travel services'. Last year, Denso’s revenue reached 407.82. Billion U.S. dollars, surpassed Magna to become the top 100 runner-up; mainland rankings rose one place compared to last year, and ZF ranked fifth.
In the top fifteenth place, rankings from sixth to fifteenth were Aisin Seiki, Hyundai Mobis, Lear, Valeo, Foglia, Ando, Yazaki, Panasonic, Sumitomo. Electrician and Mahler.
Andorto, which was split from Johnson Controls in October 2016, was down 3.8% from the same period of last year, but it still rose by two. Andouto hopes to focus on the development of the seat business and set up a joint venture with Boeing to enter the company. Aircraft seat business.
Compared with the 2017 list, the companies that have entered the list this year are Antonglin, Freudenberg, Bondi Automotive Systems, Koshida, Wuling Industrial, MANN+HUMMEL, Hyundai Kefik, Preh GmbH Anbofu was the company that Delphi split last year, and Beijing Hainachuan was the parent company of Inafa, so it was not included in the new shortlist. In addition, Benteler, Takada, Goodyear, Sensata, Michelin, Nissin Industries, Kongsberg, Xiluo Industry, ABC Group and Rassini SAB were not included in the 2018 list.
Among the 100 companies listed on the list, a total of 84 companies achieved growth in supporting revenue in 2017, and 16 companies experienced different degrees of decline. Among them, the largest increase in US Axle Holdings was 58.63%, and 17 positions were also achieved. In contrast, IAC Group's year-on-year decline was the largest, at 26.67%.
China has 6 companies in total: Yanfeng continues to lead Chinese companies
The companies that have been shortlisted this year are from 17 countries and regions, among which the number of companies from Japan is still the largest. There are 26 companies short-listed, two less than last year; a total of 22 US companies entered the list this year, ranking second; Germany this year There are 20 companies short-listed, two more than last year.
In addition to Japan, the United States, Germany, Germany, China, Canada, France, Spain, Sweden, there are 7, 6, four, three, three, two companies, and Luxembourg, Mexico, Switzerland, 1. One company in Singapore, Italy, India, and the United Kingdom was shortlisted.
In recent years, the number of Chinese companies that have been short-listed has gradually increased. From 2012 to 2013, only one Chinese company was shortlisted. By 2014-2016, two Chinese companies were shortlisted. In 2017, there were 5 finalists, and this year, a total of 6 Chinese companies were shortlisted. .
Among the six Chinese companies listed in 2018, Yanfeng continued to lead the ranks of Chinese companies with absolute advantage. In 2017, Yanfeng continued to maintain strong growth with a total revenue of 96.2 billion yuan (US$14.278 billion). The year-on-year increase of 9.91%. After achieving the 26th place in the “Global Auto Parts Suppliers Top 100” list in 2015, Yanfeng jumped to 18th in 2016 with excellent sales revenue soaring 30% year-on-year. Aggregate sales revenue in 2017 even exceeded the 100 billion mark and continued to climb 4 to 14th.
The other five Chinese companies in the list were Beijing Hainachuan, CITIC Daika, Dechang Motor, Wuling Industrial and Minth Group. Among them, Beijing Hainachuan successfully acquired 100% equity of Inafa in 2011, 2017 In the year, it achieved nearly $3.7 billion in revenue, a year-on-year increase of 18%.
CITIC Dyka’s ranking in 2018 was the same as last year, but operating income rose by 17.25% to US$3.052 billion; Johnson Electric’s ranking rose by 2 to 79, and last year’s revenue also increased by 10.34%; Wuling Industrial The new Chinese companies listed this year ranked 80 in terms of operating income of 2.278 billion US dollars; Minth Group once again entered the list this year, ranking 1st place, and operating income in 2017 was 1.75 billion US dollars. It should be pointed out that 60 of Nexteer have been acquired by Chinese companies a few years ago, and ranked 97th by Preh GmbH as a subsidiary acquired by Joyson Investment Group Co., Ltd. in 2017.
Chinese automakers are on the rise, and parts and components companies are equally
The development of the root system is the root of the tree, and whether or not parts and components can rise will play a key role in determining whether the auto industry can rise. Although the trend of globalization has advanced, the overall business layout of large suppliers crosses the borders. Aisin and Takata have set up factories in China, but in most cases, supporting revenue growth, the biggest beneficiary country is still the manufacturer's home country, and even more so in the brand effect.
The former foreign aid Gabriel did not appear on the list this year. Although it does not rule out the possibility that the business landslide will fall out of the list, there is also the probability that the data availability will be missing. This is related to the selection of the supporting suppliers of the American Automotive News. The rule of the strong list. In the selection process, the manufacturer needs to provide the company name, location, contact information and related data. Usually, the degree of internationalization is high. Enterprises that attach importance to the top 100 list will cooperate accordingly, so they may get a place. Its authority Needless to say, but not equal to all the big suppliers are all missing. Just like the size of Inafa, actually 2015, 2014 is not on the list.
There is also a group of Chinese companies such as Weichai Power, Wanxiang Group, Fuyao Glass, and Yuchai. The supporting business income should be quite outstanding. It may be due to the lack of submission of information and the absence of the Top 100 list. If it is, Chinese companies Have the power to occupy about 11-13 seats.
But in spite of this, we still need to soberly recognize the difference. It is also 'root' and can also be divided into roots and main roots. Similar to Aisin Seiki, one of the 'three majors' is the strongest zero. Component giants, China has not yet emerged, and most of the companies listed are based on interiors and electronics – interiors are essential to the nature of automobiles, but from the perspective of the machinery industry, they cannot replace three major components. ' Status.
In addition to the overall ranking, many parts companies are acquisitions in China. If it is necessary to digest and absorb its channel network and technology, it will take time, the assets have indeed been owned by China, but it is not really a Chinese company. - Just like Takada, even if 100% is acquired by Gabriel, the latter parent company is a Chinese company, but the industry will still recognize Takada as a Japanese brand. Yanfeng has also taken a long time to absorb Johnson Controls.
The top 100 list of parts supplier suppliers needs to be viewed with dialectical and changing perspectives. Not only can they be happy to quickly catch up, but also need to think deeply about huge gaps. It is not inconsistent to point out that insufficient progress encourages progress. More need to provide more valuable reference for the parts and even the vehicle of the Chinese auto industry.
China's auto companies are on the rise, and parts companies are also the same. In the end, the two crucial links in the auto industry will go hand in hand to promote China's auto industry to stand on top of the international community.
