©©19961996ArthurAndersen,AndersenWorldwide.AllrightsArthurAndersen,AndersenWorldwide.Allrightsreserved.reserved.11AutomotiveSegmentBreakoutIndustryStructure,Trends,&OurDirectionIndustryStructure,Trends,&OurDirectionDecember12,1996December12,1996©©19961996ArthurAndersen,AndersenWorldwide.AllrightsArthurAndersen,AndersenWorldwide.Allrightsreserved.reserved.22TableofContents◆IndustryStructureIndustryStructure3-53-5◆IndustryTrendsandForcesIndustryTrendsandForces4-4-1313◆BusinessConsultingDirectionBusinessConsultingDirection14-14-1515©©19961996ArthurAndersen,AndersenWorldwide.AllrightsArthurAndersen,AndersenWorldwide.Allrightsreserved.reserved.33InteriorInteriorHVACHVACPowertrainPowertrainElectricalElectricalChassisChassisBIWBIWTier2SuppliersTier2SuppliersTooling&EquipmentSuppliersTooling&EquipmentSuppliersVehicleAssemblyDealersAutomotiveCustomerValueNetworkInternal&ExternalInternal&ExternalTierOneTierOneSystemSuppliersSystemSuppliersT&ESub-SuppliersInternal&ExternalInternal&ExternalTierOneTierOneSystemSuppliersSystemSuppliers©©19961996ArthurAndersen,AndersenWorldwide.AllrightsArthurAndersen,AndersenWorldwide.Allrightsreserved.reserved.44ExplanationofTierOneSuppliersInteriorSystemsInteriorSystemsLear,JCI,MagnaLear,JCI,Magna•SeatsSeats•InstrumentPanelsInstrumentPanels•CarpetingCarpeting•HeadlinersHeadlinersHVAC&CoolingSystemsHVAC&CoolingSystemsDenso,Delphi,Valeo,ModineDenso,Delphi,Valeo,Modine•AirConditioningAirConditioning•HeatingHeating•CoolingSystemsCoolingSystemsPowertrainPowertrainInternalDivisions,Dana,Eaton,DelphiInternalDivisions,Dana,Eaton,Delphi•EnginesEngines•TransmissionsTransmissions•AxlesAxles•DrivetrainsDrivetrainsElectronics&ElectricalSystemsElectronics&ElectricalSystemsDelphi,UTA,Siemens,Rockwell,DensoDelphi,UTA,Siemens,Rockwell,DensoBoschBosch•EngineControlsEngineControls•WiringWiring•BatteriesBatteries•SwitchesSwitches•MotorsMotors•IgnitionSystemsIgnitionSystemsChassisSystemsChassisSystemsDelphi,VarityKelseyHayes,Bosch,Rockwell,Delphi,VarityKelseyHayes,Bosch,Rockwell,TRW,ITT,InternalDivisionsTRW,ITT,InternalDivisions•FramesFrames•BrakesBrakes•WheelsWheels•SpringsSpringsBody-In-White&SystemsBody-In-White&SystemsBuddCo.,Cambridge,Rockwell,ExcelBuddCo.,Cambridge,Rockwell,ExcelTextron,MascoTech,InternalDivisionsTextron,MascoTech,InternalDivisions•Stampings-Hoods,FendersStampings-Hoods,Fenders•FasciasFascias•ExteriorTrimExteriorTrim•WindowRegulatorsWindowRegulators•AccessControlsAccessControls©©19961996ArthurAndersen,AndersenWorldwide.AllrightsArthurAndersen,AndersenWorldwide.Allrightsreserved.reserved.55WhichTier??-TheWebofSuppliersInmanycases,Tier1suppliersprovidecomponentstoothersuppliersforInmanycases,Tier1suppliersprovidecomponentstoothersuppliersforinclusionintosystemsprovidedtotheOEMs.Forthatparticular“supplyinclusionintosystemsprovidedtotheOEMs.Forthatparticular“supplychain”thedeterminationofwhichtierasupplierisdependsonwhomtheirchain”thedeterminationofwhichtierasupplierisdependsonwhomtheirimmediatecustomeris.immediatecustomeris.SeatTracksSeatTracksJCIJCISeatAssemblySeatAssemblyLearLearVehicleAssemblyVehicleAssemblyFordFordSeatTracksSeatTracksRockwellRockwellVehicleAssemblyVehicleAssemblyChryslerChryslerSeatAssemblySeatAssemblyJCIJCIVehicleAssemblyVehicleAssemblyGMGMMotorsMotorsDensoDensoWindowRegulatorsWindowRe...
