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2008-2009年中国及全球汽车音响与Infotainment产业研究报告
字数:3.9万 页数:152 图表数:145
中文电子版:9000元 中文纸版:8000元 发布日期:2009-06
英文电子版:2700美元 英文纸版:2600美元
编号:ZYW004 附件:无 购买报告

　　虽然全球汽车业陷入困境，但是中国的汽车业却恰恰相反。2009 年1-4 月，中国汽车产量为372.5 万辆，同比增长6.4%；销量为383.2 万辆，同比增长9.4%；产销率102.6%，同比提高2.55 个百分点。分车型看，2009 年1-4月，乘用车产销分别为269.29 万辆和282.67 万辆，同比增长9.75%和15.09%，产销率104.97%，同比提高4.87 个百分点；商用车产销分别为103.19 万辆和100.52万辆，同比下降1.46%和3.86%，产销率97.41%，同比下滑2.43 个百分点。

　　国家多项刺激经济的政策效应在4月继续显现，继3 月份创新出高后，4 月份汽车产销最高记录再次被刷新，累计增幅进一步扩大；占汽车销售总量52%的受惠于车购税政策利好的车型产销继续保持增长，中高档轿车也开始出现回暖迹象；商用车降幅进一步缩小；汽车行业形势整体回暖。其实这是中国内陆的汽车市场刚刚开始被发现，因此这种连续高增长具备可持续性。

　　汽车音响已经是非常成熟的产业，和其他汽车零部件一样，德系、韩系和日系都有自己特定的供应商，合作关系都在30年甚至50年以上，其他企业非常难进入。而美系强调成本观念，给了中国企业一定的潜在空间。德系三大汽车音响厂家Becker、Blaupunkt和大陆（西门子VDO）基本垄断了德国车的市场，日系的松下、富士通天、阿尔派、先锋、歌乐、JVC建伍则垄断了日本市场。韩国的现代摩比斯和现代高新科技即将合并，两家则垄断韩国市场。美系市场则由伟世通和德尔福两大巨头垄断。

2008年全球汽车音响系统主要厂家市场占有率
 2009061104.gif
来源：水清木华研究中心

　　汽车Infotainment是结合汽车信息系统和娱乐系统的设备。所谓汽车信息系统主要指导航系统，同时包括Telematics系统和通讯系统。在2008年全球大约有187亿美元的市场规模，售后市场大约为65亿美元。

2007-2013年全球汽车Infotainment市场规模统计及预测（单位：亿美元）
 2009061105.gif
来源：水清木华研究中心

　　Becker、Blaupunkt和大陆（西门子VDO）基本垄断了德国车的市场。日系方面，丰田有爱信精机和电装供应。本田由电装、先锋和阿尔派供应。日产则依赖歌乐、阿尔派和松下。美系的通用则供应商最多，Becker、Blaupunkt和大陆（西门子VDO）、电装、阿尔派、松下、爱信精机、歌乐都有供应。福特也是如此。现代则主要是现代高新供应，法系的PSA和菲亚特则主要是Blaupunkt和意大利的Magneti-Marelli。

　　中国汽车音响与Infotainment厂家按企业性质可以分为中外合资、外商独资、本土企业三大类。按产品可以分为机头（HEAD-UNIT）、导航、电声三大类。按产值，独资企业占大约50%，合资企业占大约40%，本土企业占大约10%。机头所占的产值大约为65%，导航占的产值大约为10%。电声类占25%，本土企业集中在电声类。

The recession of global automotive industry contrasts with the prosperity of China automotive industry. In Jan.-Apr.2009, China's auto output was 3.725 million sets, by an increase of 6.4%; sales volume 3,832,000, up 9.4%; sale/output ratio was up 2.55 points to 102.6%. As for models, the output and sale of passenger cars were 2,692,900 and 2,826,700 respectively, up 9.75% and 15.09% year-on-year, and the sale/output ratio increased 4.87 points to 104.97%. The output and sale of commercial vehicles were 1,031,900 and 1,005,200, down 1.46% and 3.86%, and the sale/output ratio dropped 2.43 points to 97.41%.

National economic stimulation policies continued to exert effects in April. Like March, the output and sale of automobiles in April set new records again, and the cumulative growth margin further expanded. The auto models that accounted for 52% of total sale and benefited from the favorable tax policy maintained stable growth rate in production and sale. The medium and high-end sedans began to revive. The output and sale of commercial vehicles did not fall sharply as before. The overall auto industry recovers. In fact, the automotive market in Mainland China has just begun to emerge, so the continuous high growth in this industry will be sustainable.

Automotive audio industry has already been a very mature industry. German, South Korean and Japanese automakers have their own specific parts and components providers with the cooperative relations of 30 years or 50 years, so it is very difficult for other suppliers to enter the industry. American automobile manufacturers emphasize cost, leaving potential opportunities for Chinese enterprises. The three major German automotive audio manufacturers --- Becker, Blaupunkt and Continental (Siemens VDO) almost monopolize the German market. Toshiba, Fujitsu Ten, Alpine, Pioneer, Clarion, JVC Kenwood monopolize the Japanese market. Hyundai Mobis and Hyundai Autonet are about to merge, and both of them monopolize the South Korean market. American market is monopolized by the giants -- Visteon and Delphi.

Market Shares of Global Automotive Audio System Manufacturers, 2008
 2009061106.gif
Source: ResearchInChina

Automotive Infotainment System is the combination of automotive information system and entertainment system. Automotive information system mainly refers to navigation system, Telematics system and communication system. In 2008, the market valued approximately US$18.7 billion and after-market US$ 6.5 billion.

Global Automotive Infotainment Market Scale, 2007-2013 (US$: 100 million)
 2009061107.gif
Source: ResearchInChina

Becker, Blaupunkt and Continental (Siemens VDO) almost monopolize the German market. In Japan, Toyota cooperates with AisinAW and Denso; Honda gets supply from Denso, Pioneer and Alpine; Nissan depends on Clarion, Alpine and Panasonic. American automakers have more suppliers than any others, including Becker, Blaupunkt, Continental (Siemens VDO), Denso, Alpine, Panasonic, Aisin Seiki, Clarion. Ford also has a lot of suppliers. Hyundai gets supply from Hyundai Autonet. PSA and Fiat mainly cooperate with Blaupunkt and Magneti-Marelli.

By types, Chinese auto audio and infotainment manufacturers can be divided into joint ventures, wholly foreign-owned enterprises and local enterprises. By product, manufacturers can be divided into head-unit enterprises, navigation enterprises and electro-acoustic enterprises. By value, sole proprietorship enterprises account for about 50%, joint ventures 40%, local enterprises 10%. Of total output value, head-unit enterprises occupy 65%; navigation enterprises 10%; and electro-acoustic enterprises 25%. Local enterprises focus on electro-acoustic field.
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