CAR Outlook ACP-Affiliates

31 Pages·2017·2.56 MB·English

by  Joshua Cregger

W
ELCOME
A C P
UTOMOTIVE OMMUNITIES ARTNERSHIP
& CAR A O
FFILIATES UTLOOK
J 12, 2017
ANUARY
H G M W H
OSTED AT ENERAL OTORS ORLD EADQUARTERS
D , MI
ETROIT
CAR Affiliates
Industry Collaboration & Working Groups
The Center for Automotive Research brings together industry stakeholders
for thought leadership and industry education.
Industry Collaboration & Partnership Examples:
• Advanced Powertrain Thought Leadership Roundtable
• Connected & Automated Vehicle Working Group (MDOT)
• Coalition for Automotive Lightweighting Materials (CALM)
• Automotive Cybersecurity Roundtable
• Automotive Communities Partnership (ACP)
A Tale of Two Plateaus
Average Monthly Sales (SAAR)
1992 – 2020
CAR Average Monthly Sales
Forecast
20
18
?
16
14
12
10
8
2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0
9 9 9 9 9 9 9 9 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 1 1 2
9 9 9 9 9 9 9 9 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2
Source: Automotive News Data Center and CAR Research
A Tale of Two Plateaus
Early 2000s 2015 – 202X
• Industry struggling with capacity
• OEM and supplier overcapacity
constraints
• Major market share shifts
• Steady market share by company
• Major geographic shifts • Steady geographic footprint
– Closures predominantly in the North – But growth going to Mexico
• The result: Automotive economic
– Internationals grew predominantly in
development strategy uniformity
the South
– Retain existing OEM base
– Expansion, not new plants, most
realistic OEM opportunity
– Retention of supply base critical
– Select opportunities for supplier growth
The Next Few Years
• Steady sales and production belie underlying transformation
• Rapid adoption of new technologies and materials
• Fuel economy
• Emissions Reduction
• Safety
• Connectivity
• Autonomous capability
• It’s not just the vehicle that’s changing
• New production processes, technologies, and capabilities will be essential
• Constant need for R&D
• Constant demands on region’s workforce abilities and availability
• Is your community or company ready?
CAR Industry Briefing:
Cross-Border Collaboration: Driving Regional
Competitiveness in Advanced Mobility
FEBRUARY 8, 2017
Schoolcraft College, VisTaTechCenter
Livonia, MI
T3 Manufacturing Summit:
Technology • Tooling • Talent
UPCOMING
APRIL 24-25, 2017
DeVos Place
EVENTS Grand Rapids, MI
CAR Management Briefing Seminars:
JULY 31 – AUGUST 3, 2017
Grand Traverse Resort
Traverse City, MI
VISIT CARGROUP.ORG FOR MORE INFORMATION

T ’ A
ODAY S GENDA
8:00 Room Opens / Continental Breakfast Available
8:30 Meeting Begins, Welcome and Introductions – Bernard Swiecki, Director of ACP, CAR
General Motors Welcome – John Blanchard, Director, Local Government Relations
Thomas Klier, Senior Economist, Federal Reserve Bank of Chicago

Sue Yingzi Su, Senior Economist–North America and China, General Motors
10:00 Break
Dave Andrea, Executive Vice President of Research, CAR
Jeff Schuster, Senior Vice President, LMC Automotive U.S. Inc.
Charles Chesbrough, Executive Director, Strategy & Research and Senior Economist
Original Equipment Suppliers Association

Closing Remarks – Bernard Swiecki, Director of ACP, CAR
12:00 Lunch
North American International Auto Show Preview
The Automotive Landscape:
Increasingly Abstract
Dave Andrea, Center for Automotive Research
CAR Automotive Communities Partnership
January 12, 2017
10