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1 6/10/2013 2:19 PM Page 1. AN-Supplement Landscape_AN-Supplement 6/6/2013 11:25 AM Page 1. It becomes clear Your current situation. The path forward. Your options. Your needs and responsibilities. When you have quality, integrity and trust as a foundation for doing business, the issues become clear and often so do the answers. Our automotive professionals are ready to help you QG SUDFWLFDO DQG LQQRYDWLYH VWUDWHJLHV WR KHOS \RXU RUJDQL]DWLRQ . advance. From operational and supply chain strategies to expanding in emerging markets, our global team of industry professionals has deep industry experience and knowledge in automotive product development, manufacturing, supply chain and sourcing. To see our latest automotive publications, please scan below. 2013 PricewaterhouseCoopers LLP, a Delaware limited liability partnership.

2 All rights reserved. PwC refers to the United States member rm, and may sometimes refer to the PwC network. Each member rm is a separate legal entity. Please see for further details. Final 6/10/2013 2:08 PM Page 2. Major suppliers have rebounded nicely from the Great Recession with important new technology for automakers. The suppliers are expanding in Mexico, China and other rapidly growing global markets. This supplement to Automotive News provides a snapshot of the top 100 suppliers in the world, with separate lists of the top suppliers in Europe and North America. > INSIDE: Top 100 Global Suppliers | PAGES 3-8 | Top 100 Europe Suppliers | PAGE 9| Top 100 North American Suppliers | PAGES 10-15 |. Global industry craves megasuppliers David Sedgwick other cutting-edge safety technology re- Big is better quires deep pockets.

3 I. n the auto industry, there is less and Megasuppliers can Last year, Bosch allotted 9 percent of its less room these days for small, region- Build plants around the world revenues more than $6 billion for all al suppliers. Maintain long-term r&d of its companywide research. Bosch did Megasuppliers have the deep pock- not disclose its r&d budget for computer- Support high-volume vehicle ets to build factories anywhere, support guided vehicles. platforms worldwide r&d and ride out recessions in However, the technology is of high im- key markets such as Europe. Borrow technology from portance to us, said Wolf-Henning Schei- That's why they are positioned to exploit nonautomotive divisions der, a member of Bosch's board of man- the auto industry's growing use of global agement. Scheider said automated cars platforms.

4 Soles for Daimler AG's redesigned C-class are one of the main trends in the next By 2019, global platforms are expected to sedan in factories in the United States, generation of cars.. account for 74 percent of the world's light- Germany, Hungary, the Czech Republic, vehicle production, which would be up Mexico, China and South Africa. China's promise .. from 65 percent last year, predicts fore- The industry's switch to global platforms Megasuppliers are taking advantage of caster IHS Automotive. is certainly something that is working in their deep pockets to expand in the world's Suppliers will be required to support a our favor, said Beda Bolzenius, president biggest market, China. wide range of global markets, said Mike of automotive seating at Johnson Controls. There are fewer fish, While sales no longer are rising at a siz- Jackson, IHS Automotive's director of There are fewer fish, but they are bigger.

5 But they are bigger. zling 30 percent-plus a year, automakers North American forecasts. There will be Ford Motor Co.'s purchasing strategy of- still expect annual sales of light vehicles to economies of scale. fers another example of the industry trend Beda Bolzenius, Johnson Controls top 30 million units by 2020, which would to fewer and bigger contracts. be up from million units in 2012. Bigger fish Last year, Ford allocated 65 percent of its way without need for a human driver. Ex- Megasuppliers such as TRW Automotive The term megasupplier plausibly ap- global purchasing expenditures to compa- perts say the technology won't be com- Holdings Corp. are making big invest- plies to the 20 largest companies on the nies on its Aligned Business Framework mercially viable until 2025. ments to gain market share.

6 TRW, No. 13. Automotive News list of the top 100 global list of 104 preferred suppliers, up from 55 Yet Robert Bosch GmbH and Continen- on the global list with sales of $ billion, suppliers for 2012. They range from Robert percent in 2010. tal AG, No. 3 on the top 100 suppliers list, generated 15 percent of that revenue in Bosch GmbH, the world's biggest supplier As major suppliers get more business, both boast the financial resources to China. with $ billion in sales last year, to Ford plans to reduce its total number of mount a decade-long r&d effort. And both Last year, TRW opened three plants in Cummins Inc., which generated revenues suppliers to 750, down from 1,260 vendors companies have developed prototype ve- Shanghai, Qingdao and Wuhan, giving it of $ billion. in December. hicles for road tests. more than 20 factories in China.

7 The com- Those companies are getting a big share The technology got a boost this year pany also expanded production facilities of the auto industry's global contracts. R&D edge when Mercedes-Benz unveiled its re- in Nanjing, Chengdu and Ningbo. Consider the case of Johnson Controls When it comes to r&d, megasuppliers en- designed S class equipped with Traffic Jam An investment of that magnitude car- Inc., the sixth-largest global supplier with joy a major advantage over smaller rivals. Assist, which uses a computer to control ries risks that could threaten the survival revenues last year of $ billion. A case in point: automated vehicles, the vehicle's speed and direction at low of smaller companies. JCI's Bolzenius This year, the interiors sup- which use computers, radar and other sen- speeds in highway traffic.

8 Said: There are no small mistakes any- plier is producing door panels and con- sors to guide themselves down the high- Research on autonomous vehicles and more. a 3. Final 6/10/2013 2:08 PM Page 3. Top 100 global OEM parts suppliers Ranked on 2012 global OEM automotive parts sales Total global Total global OEM automotive OEM automotive Percent Percent parts sales parts sales North Percent Percent rest of 2012 (dollars in (dollars in America Europe Asia world 2011. rank Company Address Executive millions) 2012 millions) 2011 2012 2012 2012 2012 Products rank 1 Robert Bosch GmbH Postfach 106050 Volkmar Denner $36,787 e $39,753 e 17 52 27 4 Gasoline systems, diesel systems, chassis system controls, 1. (49) 711-811-0; Stuttgart D-70049, Germany chairman electrical drives, starter motors & generators, car multimedia, electronics, steering systems, battery technology, exhaust gas turbochargers and treatment systems 2 Denso Corp.

9 1-1 Showo-cho Nobuaki Katoh 34,200 fe 34,153 fe 16 11 71 2 Thermal, powertrain control, electronic & electric systems; 2. (81) 566-25-5511; Kariya-Aichi 00448, Japan president & CEO small motors, telecommunications 3 Continental AG Vahrenwalder Strasse 9 Elmar Degenhart 32,800 fe 30,521 fe 21 50 25 4 electronic & foundation brakes, stability management systems, 3. (49) 511-938-01; Hanover 30165, Germany CEO tires, chassis systems, safety system electronics, telematics, powertrain electronics, interior modules, instrumentation, technical elastomers 4 Magna International Inc. 337 Magna Drive Donald Walker 30,428 28,300 53 40 7 Bodies, chassis, interiors, exteriors, seating, powertrain, electronics, 4. (905) 726-2462; Aurora, Ontario L4G 7K1, Canada CEO mirrors, closures & roof systems & modules 5 Aisin Seiki Co.

10 2-1 Asahi-Machi Fumio Fujimori 30,080 fe 27,196 fe 14 10 76 Body, brake & chassis systems; electronics, drivetrain & engine 5. (81) 566-24-8441; Kariya, Aichi 00448, Japan president components 6 Johnson Controls Inc. 5757 N. Green Bay Ave. Steve Roell 22,515 f 21,280 f 41 47 12 Seating, overhead systems; door & instrument panels, center & 7. (414) 524-1200; Milwaukee, WI 53201, USA chairman & CEO overhead consoles & interior electronics, lead acid & hybrid vehicle batteries 7 Faurecia 2 Rue Hennape Yann Delabriere 22,500 22,500 27 56 10 7 Seating, emissions control technologies, interior systems, exteriors 6. (33) 1-72-36-70-00; Nanterre 92735, France chairman & CEO. 8 Hyundai Mobis 679-4 SI Tower, Yeoksam1-dong, Jun Ho-Suck 21,351 f 18,864 f 22 11 67 Chassis, cockpit & front-end modules; ABS, ESC, MDPS, airbags, 8.