GALIA Atelier Logistique IHS Automotive Products … Logistique IHS Automotive Products and Services...

GALIAAtelier Logistique

IHS AutomotiveProducts and Services

ARGR, Boulogne Billancourt 21st September 2010

Copyright © 2009 IHS Global Insight. All Rights Reserved. AUTOMOTIVE SEMINAR

About Parent Company IHS

• In business since 1959, we are a leading global source of critical information and insight for customers in a broad range of industries

• Data and deep expertise from industry-specialised professionals enables innovative and successful decision-making

• Helping governments, and large multi-national companies to smaller companies, and technical professionals, in more than 180 countries

• 3,500 IHS colleagues in 22 countries

• Revenue $844 million at year-end 2008

• IHS customers include 35% of the United States Fortune 1000

• IHS customers include 60% of the Global Fortune 500

• Global Insight joined IHS in October 2008, CSM in March 2010 creating IHS Automotive


More About IHS

IHS is The Source for Critical Information and Insight™ that powers growth and value for our clients. Products and solutions span four areas of critical information.


IHS Automotive

IHS Automotive has been the market leader in automotive intelligence for over 40 years. In fact, we founded the modern economic forecasting industry. When it comes to planning your company's future, there is no better source for critical industry insights, forecasts, and data.

Why choose IHS Automotive for automotive market intelligence?

� Everything we do is grounded in our macroeconomic forecasts, forecasts that are recognised as the most consistently accurate in the world.

� We have 150 automotive experts located in 14 countries on 4 continents. These experts are backed by 300+ experts in other industries.

� We offer a full suite of offerings

In April 2011, IHS GI and CSM sales and production forecasts will totally merge


Frankfurt

London

ShanghaiBejing

Paris

BostonNew YorkPhiladelphiaWashingtonLeesburgHouston

Milan

Pretoria

Tokyo

Singapur

Taipei

Toronto

Mexiko

Los Angeles

San Francisco

DetroitLexington

Gdansk

IHS Automotive worlwide locations

Sao Paulo

Guargon


Selection of Automotive Service Clients

Misc.Tier-1 - Tier-nOEM‘s

Specifically in France, we also work with various ’’Pôle Automobile’’ (régions Centre, Champagne Ardennes, Rhône Alpes)


Depth and Breadth of Services for the Automotive Industry Worldwide

ON-ROAD VEHICLEFORECASTING

• Autoinsight Production• OEMs strategy • World Light Truck• World Truck• U.S. Truck Trailers

• Africa & Middle East• Asia• Central America & Caribbean

• Western Europe• Eastern Europe• NAFTA• South America• Oceania

DATABASES

• Production (99%)– Country– Make– Model– Platform– Plant– Body style– Powertrain

• Sales (> 80 countries)– Country– Brand– Origin– Model (LV)– Body style (LV)– Trim-level, niche,

powertrain (LV U.S.)

TECHNOLOGY RESEARCH

• Component, systemmodule supplier and technology sharecurrent/forecast,linked to vehiclevolumes

• Electronics, DC-to-DCconverters, driveline, electric parking brake,engine cooling, fuelcoolers, hybridization, HVAC, instrument cluster and display,navigation systems &telematics, safety, seats, power steering,

POWERTRAIN,hybrids, suspension, tires, electrical architecture

CONSULTING

• Market entry• Due diligence,

acquisition search• Technology

assessment • Competitor evaluation• Product sales

benchmarking and forecasting

• Customer satisfaction

OVERALL BUSINESS ENVIRONMENT

• Global economic, financial, risk—scenario analysis:200+ countries

• U.S. forecasts by country, metro, state; Canadianforecasts by province

• Global demographic forecasts and analysis• Energy & materials prices and wage rates • Performance metrics for over 1,000 industries

worldwide, e.g. global construction, agriculture• U.S. health benefits cost forecasts and analysis

MULTI CLIENT STUDIES

• Future Powertrain Technologies 2025

• Car of the Future:Mobility2030

• Battery-Electric &Plug-in Hybrid :outlook 2010-2030

• Global Scenarios Advisory Service

Same-day Automotive and economic news perspective

• OEM and supplier profiles• Micro-segmentation and other applications for OEMs• Expert presentations• Supplier Business reports


AutoInsight Data

Fully configurable queries:

- All attributes can be filtered

- Output into Excel

- Graphical analysis options

- Queries can be saved for repeated use

Frequently-updated sales and production data:

• Monthly actuals

• Annual history and forecast for current and following year

• Model- and country level


AutoInsight Production – Multi-Dimensional Coverage

of Light Vehicle Production Worldwide

Navigate directly or explore from brand to platform, from country to plant, and everywhere in between

Product, platform, manufacturing, and market strategies by OEM

Build programs, plant locations, vehicle photos and specifications


West European Sales Preview

• Details Previous Month’s New Car Sales

• Monthly “Flash” Report Commentary

• Sales figures by Market

• SAAR (Running Rate)

• By Top Ten OEM Group

• Email link &/or pdf to your mailbox


Automotive Forecast Flash Report

• Interim Forecast Update for top global markets

• 12+ markets inc. W.E. Big 5 & Russia

• Sales Flash Report

• Model line forecast refresh AutoInsight Data

• 4+6 per annum(4 Quarterly + 6 Interim)

• Email link to pdf directly to client mailbox

• Production Report with 2 week offset & OEM analysis


Quarterly Forecast Scenarios

• Sales and Production

• 4 times a year

• Global and regional levels

• Major assumptions

• Range of potential scenarios (Base, Upside, Downside) with probability ratio attached


Powertrain Database Fields

Model Level Fields

RegionCountry of vehicle productionGroup nameBrandAssembly group AssemblerModel rangeModelModel variant PlatformStart of production month and yearEnd of production month and yearSegmentOfficial vehicle typeType according to Global Insight’s convention

Engine Fields

Engine Architecture

EV-Hybrid

Dimensions Consumptions & Emissions

Configuration** Block Material Hybrid Front Track (m) *

Number of Cylinders** Cylinder Bore Hybrid Electric Fuel Cons. Urban*

Engine Capacity cc** Cam Configuration** Hybrid Architecture Type Fuel Cons.Combined*

Engine Group Cam Drive Solution Owner Fuel Cons. Extra Urban

Engine Code Engine Mounting Motor Power GVW

Engine Manufacturer** Engine Position Motor Torque Kerb Weight*

Engine Model Head Material Battery Voltage Rear Track (m) *

Engine Family** Cylinder Stroke Battery Type Wheelbase*

Engine Plant Battery Supplier Catalyst Type

Engine Source Country CO2Emission Levels*

Engine Source Region Air, Fuel Management Transmission Emission Standard

Fuel Type** Aspiration Drive Type EGR Type

Horsepower Boost Quantity Transmission Speeds** Substrate Material

Horsepower rpm Fuel System Pressure* Transmission Class**

Engine Power kW Fuel System Injection Type Transmission Manufacturer** Suppliers

Specific Output Fuel System Type Transmission Model** Camshaft Drive Supplier

Torque Nm Valve Lift Transmission Plant Boost Supplier

Torque rpm Number of Cams Transmission Source Region Engine Mgt. ECU Sup.

Cam Phasing Transmission Source Country Fuel Injector Supplier

Turbo Geometry Engine Block Supplier

Turbo Staging Cylinder Head Supplier

Valvetrain Mechanism Catalyst Substrate Supplier

Valves per Cylinder EGR Supplier

VVT Name Auto.Trans. ECU Sup

Powertrain Level Fields


World Markets Automotive

World Markets Automotive is a unique intelligence service that fully reflects the new pace of developments in the global automotive industry—an industry at the forefront of dynamic change. The service is used by the world’s premier automotive manufacturers, component suppliers, consultancy firms, and financial institutions, and includes the following components:

� Same-Day AnalysisSame-day and ongoing analysis of news, events, and trends in all automotive markets by a specialist team of automotive analysts.

� Competitor IntelligenceIn-depth reports on all the major players within the global automotive industry, including 55 light vehicle and truck manufacturers and 100 component manufacturers.

� Country IntelligenceAnalysis of 50+ automotive markets, including 96% of global vehicle sales and 99% of global vehicle production including

– Monthly Market Reports which provide in-depth analysis of the Top 13 global vehicle markets, including brand/model and segment level analysis and macro economic key trends and drivers

� Special Reports Periodic special reports examine key trends in the industry: market developments, new technologies, mergers & acquisitions, global quarterly forecasts

� DataAccess to global market data through AutoInsight Data at country/brand level with current year forecast.

Thank you for your attention

Françoise de Ville d’Avray

Tel. 33 (0) 1 55 45 26 53

[email protected]

Carlos Da Silva

Tel. 33 (0) 1 55 45 26 27

[email protected]


Appendix


Methodology overview

Macroeconomic Environment

Structural dynamics(Saturation Model)

Total Market Forecast

Demographics& Y distributions

Product offer

Segmentation

‘Like’ Model levelCompetition

The Model Cycle

Model Sales Performance

Body Style Splits

Hard SideSoft Side

Premium Share

Generational ResearchGenerational Research

Micro SegmentationMicro Segmentation

Car Specific Indicators

Trend DevelopmentTrend Development

Life StyleLife Style

Build capacity


Total Market Drivers : Across Forecast Horizon

• GDP

• CONSUMER SPENDING

• INTEREST RATES

• UNEMPLOYMENT

• POPULATION – DRIVING AGE

• OIL/ Gas Prices

• DISCOUNT/PRICING

• PRODUCT ACTIVITY NEW

• PRODUCT ACTIVITY REPLACEMENT

• CURRENT SELLING RATE

• CONSUMER SURVEY – CONFIDENCE

• CONSUMER SURVEY- INTENTIONS

• TAX CHANGES

• LEGISLATIVE PROGRAME

• SCRAPPING RATE (Reg lag 10-13)

• OWNERSHIP DENSITY

• PARC YOUTH (Reg lag 3-5)

SHORT MEDIUM LONG TERMSHORT MEDIUM LONG TERM

Model/ Framework used =

6/9 months 4 years

SAAR Economic Structural

GALIA Atelier Logistique IHS Automotive Products … Logistique IHS Automotive Products and Services...

Documents

Transcript of GALIA Atelier Logistique IHS Automotive Products … Logistique IHS Automotive Products and Services...