2023-06-27 Number of views：576
On June 25th Beijing time, Automotive News released the 2023 Global Top 100 Automotive Parts Suppliers List. According to the latest list, the top four are still Bosch, Denso, ZF Friedrichshafen and Magna International International; CATL ranked No. 5, the only Chinese enterprise in the top 10; Hyundai Mobis keeps its 6th ranking unchanged; The ranking of Aisin fell from the fifth to the seventh; Freya's ranking slipped from 1st to 8th place; Continental AG dropped 1 place to 9; Lear maintains its 10th ranking unchanged.
According to convention, American Automotive News ranks suppliers based on their previous year's revenue (sales) in the automotive industry's supporting market. Therefore, the evaluation criteria for the 2023 Global Top 100 Parts and Accessories Suppliers List are the performance of suppliers for the year 2022. When participating in the selection of the Top 100 list, suppliers need to provide their company name, headquarters location, contact information, and relevant data. Therefore, some larger component suppliers did not make the list, perhaps because they did not submit relevant data.
Overview of the list: Multiple battery companies have been listed, with 11 "new faces" appearing
With the vigorous development of the global electric vehicle market, the pattern of global automotive component suppliers is rapidly changing - battery manufacturers are constantly increasing in their rankings. In addition, this is also the first time that multiple large electric vehicle battery manufacturers have been listed.
Among them, CATL ranked No. 5 on the list. Its global auto business revenue in 2022 is expected to be about $33.5 billion, up 122.2% year on year; Samsung SDI ranks 16th, with a global automotive revenue of approximately $15.62 billion in 2022, a year-on-year increase of 48.5%; SK On's ranking has significantly increased from 68th to 44th, with a global automotive business revenue of approximately $6.04 billion in 2022, a year-on-year increase of 125%.
Compared with the list in 2022, there are 11 new members in this year's list, including CATL, Ambofu, Samsung SDI, Adient, Junsheng Electronics, STMicroelectronics, Ningbo Huaxiang Electronics, Nifco, Jingcheng Engineering Automotive Systems Co., Ltd., Autokiniton and Alto, of which 4 are Chinese enterprises. It is worth mentioning that last year, two subsidiaries of Junsheng Electronics, Junsheng Automotive Safety Systems and Preh GmbH, respectively ranked 44th and 92nd on the list. This year, they were integrated into Junsheng Electronics and ranked 40th.
13 companies in China are listed
The companies listed this year come from a total of 16 countries, and the number of Japanese companies on the list is still far ahead, with a total of 22 companies shortlisted, the same number as in 2022; There are 18 companies listed in the United States, a decrease of 3 compared to 2022; Next is Germany, with a total of 15 companies on the list; There are a total of 13 enterprises in China on the list; There are 11 companies listed in South Korea; Four companies in France are listed; Canada, Switzerland, and Spain each have 3 companies on the list; There are two companies listed in the UK; Ireland, Austria, Brazil, Mexico, Sweden, and India each have one company nominated.
From the perspective of Chinese companies, a total of 13 companies have been listed this year, three more than the 2022 list. The newly listed Chinese enterprises are CATL, Junsheng Electronics, Ningbo Huaxiang Electronics and Jingcheng Engineering Automotive Systems Co., Ltd. The 9 Chinese enterprises listed last year, Yanfeng, Beijing Hainachuan, CITIC Daika, Johnson Electric, Minshi Group, Noble Automotive Systems, Desai Siwei, Ningbo Topp Group and Anhui Zhongding Seal Co., Ltd., continue to be listed this year.
Top Ten Winners
Times make heroes. After every change, there is always a group of heroic enterprises emerging, and the secret to their success lies in keeping up with industry trends and making predictions and plans. Last year, against the backdrop of the wave of electrification in full swing and the global Chip shortage, the big winners in the global auto parts supplier industry were mainly battery manufacturers and microchip manufacturers, as well as some related enterprises, as follows:
Top Ten Losers
Last year, benefiting from the increase in global automotive production, most automotive component suppliers achieved revenue growth, but some companies still experienced a decline in revenue. It is worth noting that among the top ten losers in the chart, six companies are all from Japan.
Summary:
This year's Top 100 Parts List reflects the rapid changes in the automotive supply chain in the era of electrification. New forces and traditional suppliers are competing for the rapidly growing electric vehicle market, and competition is also intensifying. As battery manufacturers reach the forefront of the electric vehicle supply chain, traditional component companies must invest in new technologies in a timely manner to succeed as automakers search for components for new electric vehicle models. Suppliers who have just begun to consider investing in electric vehicles have already missed the opportunity.
