TABLE OF CONTENTS
SECTION PAGE
Introduction XII
I. Executive Summary 1
II. Market Environment 4
General 4
Macroeconomic Environment 7
United States 8
Canada 11
Mexico 12
Light Vehicle Supply & Demand Dynamics 14
United States 17
Canada 19
Mexico 20
Automotive Industry Trends 22
United States 24
Canada 26
Mexico 27
Aftermarket Forces at Work 29
Vehicle Quality Improvements 33
Vehicle Mileage Trends 34
Pricing Trends 36
Technology & Materials Trends 38
Foreign Trade & International Issues 42
Global Supply & Demand Trends 43
Trends in Foreign Trade 45
III. Automotive Aftermarket by Country 48
General 48
United States 50
Canada 54
Mexico 57
IV. Mechanical Product Aftermarket 61
General 61
Transmissions & Parts 64
Transmissions 68
Parts 70
Engines & Parts 71
Engines, Blocks & Cylinder Heads 75
Pistons & Rings 78
Valves, Seats & Related 79
Bearings 81
Camshafts 82
Other 83
Filters 84
Oil Filters 87
Air Filters 89
Fuel Filters 90
Cabin Air Filters 92
Other 93
Brake Parts 93
Shoes, Pads & Linings 98
Rotors 100
Calipers & Cylinders 101
Drums 102
Anti-Lock Brake System Components 102
Other 104
Steering & Suspension Components 105
Shock Absorbers & Struts 107
Tie Rod Ends 109
Ball Joints 109
Power Steering Pumps 110
Power Steering Hose Assemblies 110
Other 111
Drivetrain Components 112
Axles & Parts 114
Wheels & Hubs 114
Clutch Assemblies 115
Constant Velocity Joints 116
Drive Shafts 117
Universal Joints 118
Other 119
Fuel System Components 119
Fuel Injection Products 120
Fuel Pumps 122
Carburetors & Parts 123
Other 123
Exhaust & Emissions System Components 124
Mufflers 127
Pipes 128
Catalytic Converters 129
Other 131
Cooling System Components 131
Radiators & Parts 133
Water Pump Assemblies 135
Thermostats 135
Other 136
Air Conditioning System Components 137
Compressors 139
Condensers 140
Blower Motors 141
Other 141
V. Exterior & Structural Product
Aftermarket 142
General 142
Tires 144
Wiper Blades 150
Windows & Glass 152
Laminated Safety Glass 154
Tempered Safety Glass 156
Mirrors 157
Solar Control & Other 158
Other 159
VI. Electrical Product Aftermarket 161
General 161
Batteries 163
Ignition Systems & Parts 166
Starters 168
Ignition Harnesses, Cables & Coils 169
Distributors & Parts 170
Other 170
Lighting Equipment 171
Headlamps & Bulbs 173
Parking, Tail & Interior 175
Spot, Fog & Auxiliary 175
Charging Equipment 176
Spark Plugs 178
Other 180
VII. Electronic Product Aftermarket 183
General 183
Electronic Controls, Modules & Sensors 186
Engine & Drivetrain 189
Safety 190
Anti-Lock Brakes, Traction & Stability Control 192
Airbags 194
Tire Pressure 196
Telematics, Navigation & Instrumentation 197
Comfort & Convenience 199
Emissions Control Sensors 200
Automotive Entertainment 202
Sound Systems 203
Video & Multimedia Systems 204
Security Systems 205
Remote/Wireless 207
Vehicle Recovery Systems 208
Local 210
VIII. Automotive Aftermarket by Performer 211
General 211
Professional 215
Specialists 218
Garages & Service Stations 221
Automobile Dealerships 223
Other 227
Consumer/DIY 230
IX. Industry Structure 234
General 234
Industry Composition 236
Market Share 239
Goodyear Tire & Rubber 241
Bridgestone 242
Michelin 242
Cooper Tire & Rubber 242
Johnson Controls 243
Federal-Mogul 243
Continental 244
Tires 244
Non-Tire Products 245
Mergers, Acquisitions & Industry Restructuring 247
Product Development & Manufacturing 253
Marketing 255
Distribution 256
Financial Issues & Requirements 259
Strategic Partnerships 260
Company Profiles 264
Advance Auto Parts Incorporated 265
Affinia Group Incorporated 267
Aisin Seiki Company Limited 270
ArvinMeritor Incorporated 273
Autopart International, see Advance Auto Parts
AutoZone Incorporated 276
Balkamp, see Genuine Parts
BERU, see BorgWarner
BorgWarner Incorporated 277
Bosch (Robert) GmbH 281
Bridgestone Corporation 286
Canadian Tire Corporation 289
Champion Laboratories, see United Components
Chrysler Group LLC 291
Continental AG 292
Cooper-Standard Holdings Incorporated 298
Cooper Tire & Rubber Company 300
Cristal Laminado o Templado, see Pittsburgh Glass Works
Dana Holding Corporation 303
Delphi Automotive LLP 306
DENSO Corporation 311
East Penn Manufacturing Company Incorporated 314
Eaton Corporation 315
EnTire Solutions, see TRW Automotive Holdings
Exide Technologies 317
Federal-Mogul Corporation 319
Ford Motor Company 322
Gates, see Tomkins
General Motors Company 324
Genuine Parts Company 327
GKN plc 329
Goodyear Tire & Rubber Company 331
Guardian Industries Corporation 334
Honeywell International Incorporated 336
Johnson Controls Incorporated 338
JVC KENWOOD Holdings Incorporated 341
Michelin Group 343
Nippon Sheet Glass Company Limited 345
Nishikawa Standard, see Cooper-Standard Holdings
OSRAM, see Siemens
Pep Boys - Manny, Moe & Jack 347
Pilkington North America, see Nippon Sheet Glass
Pioneer Corporation 349
Pittsburgh Glass Works LLC 350
Purolator Filters NA, see Bosch (Robert)
Schrader-Bridgeport International, see Tomkins
Siemens AG 352
Sony Corporation 355
Stackpole, see Tomkins
Standard Motor Products Incorporated 356
TBDN Tennessee, see DENSO
Tenneco Incorporated 358
Tomkins plc 360
Trico Products Incorporated 363
TRW Automotive Holdings Corporation 364
UAP, see Genuine Parts
United Components Incorporated 367
Valeo SA 370
Valeo Sylvania, see Siemens and Valeo
Veyance Technologies Incorporated 374
Visteon Corporation 375
ZF Lenksysteme, see Bosch (Robert)
Additional Companies 380
LIST OF TABLES
TABLE NUMBER PAGE
SECTION I -- Executive Summary
Summary Table 3
SECTION II -- Market Environment
1 North America Macroeconomic Environment 8
2 US Macroeconomic Environment 11
3 Canada Macroeconomic Environment 12
4 Mexico Macroeconomic Environment 14
5 North America Light Vehicle Overview 16
6 US Light Vehicle Overview 19
7 Canada Light Vehicle Overview 20
8 Mexico Light Vehicle Overview 22
9 World Light Vehicle Aftermarket by Region 45
SECTION III -- Automotive Aftermarket
by Country
1 North America Automotive Aftermarket by Product & Country 50
2 Automotive Aftermarket in the US by Product 54
3 Automotive Aftermarket in Canada by Product 57
4 Automotive Aftermarket in Mexico by Product 60
SECTION IV -- Mechanical Product Aftermarket
1 Mechanical Product Aftermarket in North America 63
2 Transmission & Part Aftermarket in North America 68
3 Engine & Part Aftermarket in North America 75
4 Automotive Filter Aftermarket in North America 87
5 Brake Part Aftermarket in North America 98
6 Steering & Suspension Component Aftermarket
in North America 107
7 Drivetrain Component Aftermarket in North America 113
8 Fuel System Component Aftermarket in North America 120
9 Exhaust & Emissions Component Aftermarket
in North America 127
10 Cooling System Component Aftermarket in North America 133
11 Air Conditioning System Component Aftermarket
in North America 139
SECTION V -- Exterior & Structural Product Aftermarket
1 Exterior & Structural Product Aftermarket in North America 144
2 Automotive Replacement Tire Demand in North America
by Country 150
3 Automotive Wiper Blade Aftermarket in North America 152
4 Automotive Window & Glass Aftermarket in North America 154
5 Other Exterior & Structural Product Aftermarket
in North America 160
SECTION VI -- Electrical Product Aftermarket
1 Electrical Product Aftermarket in North America 163
2 Automotive Battery Aftermarket in North America 166
3 Ignition System & Part Aftermarket in North America 168
4 Automotive Lighting Equipment Aftermarket
in North America 173
5 Automotive Charging Equipment Aftermarket
in North America 178
6 Spark Plug Aftermarket in North America 180
7 Other Automotive Electrical Product Aftermarket
in North America 182
SECTION VII -- Electronic Product Aftermarket
1 Electronic Product Aftermarket in North America 186
2 Electronic Control, Module & Sensor Aftermarket
in North America 188
3 Automotive Entertainment Aftermarket in North America 203
4 Electronic Security System Aftermarket in North America 207
SECTION VIII -- Automotive Aftermarket
by Performer
1 Automotive Aftermarket in North America by Performer 215
2 Professional Aftermarket in North America by Performer 218
3 Specialist Aftermarket in North America 221
4 Garage & Service Station Aftermarket in North America 223
5 Automobile Dealership Aftermarket in North America 227
6 Other Professional Provider Aftermarket in North America 229
7 Consumer/DIY Aftermarket in North America 233
SECTION IX -- Industry Structure
1 North America Automotive Aftermarket Sales
by Company, 2009 238
2 Selected Acquisitions & Divestitures 249
3 Selected Cooperative Agreements 261
LIST OF CHARTS
CHART NUMBER PAGE
SECTION II -- Market Environment
1 US Light Vehicle Production by Company, 2009 26
2 Canada Light Vehicle Production by Company, 2009 27
3 Mexico Light Vehicle Production by Company, 2009 29
4 Porter’s Five Forces Model for the North American Automotive
Parts Aftermarket 33
5 North American Light Vehicle Miles Traveled, 1999-2009 36
SECTION IX -- Industry Structure
1 North America Automotive Aftermarket Market Share by
Company, 2009 241
2 North America Automotive Tire Aftermarket Market Share by
Company, 2009 245
3 North America Automotive Non-Tire Product Aftermarket
Market Share by Company, 2009 247