Big Three Auto Woes

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		+	legacy costs, unappealing products (SUVs/non eco-friendly/slow to change), UAW, Asian/European competitors
	Emphasize the impact on companies that depend on Big 3 (parts suppliers, etc.)		Emphasize the impact on companies that depend on Big 3 (parts suppliers, etc.)
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		+	==Who wins from Big 3 woes?==
		+	Toyota, Honda, other foreigns
		+	Daimler? Once divested
		+	-Companies in alt energy?
		+
		+	==Who loses (beyond the Big 3 themselves)?==
		+
		+	-American Axle and Manufacturing (AXL) (GM's principal supplier of driveline components)
		+	-Superior Industries International (SUP) (mainly NA, alum. wheels)
		+	-Dana Corp.(DCNAQ)--axles, driveshafts, brakes, chassis (about 40% from big 3)
		+	-Lear Corp (LEA) (about 60% NA)
		+	-Cooper tire and rubber co. (CTB) (primarily NA)
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		+
		+	-Delphi (*DPHIQ), Visteon (VC)--Ford spinoffs
		+	-Magna International Inc. (MGA) (50% apprx NA)
		+	-ArvinMeritor (ARM) (50% NA variety of autoparts including drivetrain and components, emissions, braking, suspension, undercarriage systems)
		+	-Goodyear (GT) (about/less 50% NA)
		+	-Johnson Controls Inc (JCI) (40% North Am)
		+	-TRW Automotive Holdings (TRW)--variety of auto parts, 40% big 3
		+	-BorgWarner (30% Big 3)

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Revision as of 15:01, July 6, 2007

legacy costs, unappealing products (SUVs/non eco-friendly/slow to change), UAW, Asian/European competitors

Emphasize the impact on companies that depend on Big 3 (parts suppliers, etc.)

Who wins from Big 3 woes?

Toyota, Honda, other foreigns Daimler? Once divested -Companies in alt energy?

Who loses (beyond the Big 3 themselves)?

-American Axle and Manufacturing (AXL) (GM's principal supplier of driveline components) -Superior Industries International (SUP) (mainly NA, alum. wheels) -Dana Corp.(DCNAQ)--axles, driveshafts, brakes, chassis (about 40% from big 3) -Lear Corp (LEA) (about 60% NA) -Cooper tire and rubber co. (CTB) (primarily NA)

-Delphi (*DPHIQ), Visteon (VC)--Ford spinoffs -Magna International Inc. (MGA) (50% apprx NA) -ArvinMeritor (ARM) (50% NA variety of autoparts including drivetrain and components, emissions, braking, suspension, undercarriage systems) -Goodyear (GT) (about/less 50% NA) -Johnson Controls Inc (JCI) (40% North Am) -TRW Automotive Holdings (TRW)--variety of auto parts, 40% big 3 -BorgWarner (30% Big 3)

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