European Market for Automotive X-by-wire

Technologies

X-by-wire technologies

Turbo-by-wirePower-by-wire Brake-by-wire

Shift-by-wireSteer-by-wire

Suspension-by-wire

3 rd G en era tionE M B

2 n d G en era tionE H B

1 s t G en era tionA B S w ith E S P

B rake-by-w ireS ystem s

3 rd G en era tionF au lt to le ran t S B W

S econ d G en era tionE lec tro -h yd rau lic S B W

1 s t G en era tionE P S

S teer-by-w ireS ystem s

X-by-w ireGeneration of Technologies

Breakdown by Generation Type

Report Content• Market size, forecasts, penetration rates and revenue growth

rates by technology type

• Macro- and micro-environment analysis, market drivers and restraints, market challenges, and advantages and disadvantages

• Technology trends that include the trends and impact of 42V, communication protocol, developments in sensors and motor technology and so on.

• Pricing analysis and price competitiveness with substitute/conventional technologies.

• Value chain analysis of X-by-wire technologies (for the VMs)

• Competitive and strategic analysis, with likely market positioning of the key companies, including profiles of VMs and key suppliers

Market Overview

• XBW technologies expected to be worth E3.3 bn by 2010

• BBW, SBW and PBW will be worth E1.75 bn, growing at CAGR of 36%

• X-by-wire bring savings in designing, managing and production, and integration of components in the value chain.

• Integration of X-by-wire technologies will lead to drive-by-wire systems

R&D Market Development Market Maturity Market Decline

Suspension-by-wire

Fault tolerant Steer-by-wire

EMB brake-by-wire

Electrohydraulic Steer-by-wire

Shift-by-wire

Turbo-by-wire

EHB Brake-by-wire

Throttle-by-wire

Source: Frost & Sullivan

X-by-wire Technologies Life-cycleM

arke

t Pen

etra

tion

Market Challenges

• Development of fully fault tolerant systems

• Standardisation of communication protocols

• 42 volts• Legalisation (steer-by-wire)• Integration issues• Incorporating man machine interface

(MMI)

Market Drivers and Restraints

Market Drivers• Reduction in costs

across the value chain of VMs

• Packaging and design opportunities, felixibility in production

• Demand for increased safety

Market Restraints• Delays in 42 volts

launch• High unit price • Threat from

substitute products• High R&D and

integration costs• Communication

protocols

Market Breakdown by Technology Type

0%

20%

40%

60%

80%

100%

2000 2002 2004 2006 2008 2010

Throttle-by-w ire

Steer-by-w ire

Brake-by-w ire

Competitive overview• Change in competitive landscape - emergence of

Tier 0.5 suppliers• New entrants - SKF-Brembo, Advics, Siemens, • European Market will be lot more fragmented• Some players might exit - Visteon ? • Increase in mergers and alliances• Market position in BBW - Bosch, TRW, CT, Brembo,

Delphi• Market positions in SBW - Delphi, TRW, ZF, Koyo

Sieko, Merecedes Benz Lenkugen• Report provides profiles of all leading suppliers

and VMs

Strategic Conclusions• Opportunities in components

– Auto motors to almost double from E134 m to E225 m

– Auto sensors to be worth E436 m; growth in position, speed and torque sensors

– Electronics up from 5% to 10%• Threat to hydraulic components• 2nd generation systems like EHB are transition

technologies - very little interest in the market• The future in is integrated chassis control

systems